WESTMINSTER-CANTERBURY DEVELOPMENT CORPORATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINSTER-CANTERBURY DEVELOPMENT CORPORATION (EIN 82-1783172)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-05
- IRS object ID
- 202502179349300635
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-05T10:21:48-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST TRADE STREET SUITE 800 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821783172 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER CANTERBURY DEVELOPMENT | BusinessNameLine1Txt |
| Business Name Line2 | CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 8042646000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WESTBROOK AVENUE | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23227 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W RUSSELL GARDNER | PersonNm |
| Person Title | VP & CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8042646000 | PhoneNum |
| Signature | 2025-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHRINE A WARLICK | PreparerPersonNm |
| PTIN | P02065266 | PTIN |
| Phone | 7049985200 | PhoneNum |
| Preparation | 2025-08-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | W RUSSELL GARDNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WESTBROOK AVENUE | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23227 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,599,807 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WCRICHMOND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2017 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT THE MISSION AND PURPOSE OF WESTMINSTER-CANTERBURY CORPORATION AND RELATED ENTITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $129,147 | PYInvestmentIncomeAmt |
| CY Investment Income | $619,141 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $129,147 | PYTotalRevenueAmt |
| CY Total Revenue | $619,141 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $137,505 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $164,908 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,491 | PYOtherExpensesAmt |
| CY Other Expenses | $36,738 | CYOtherExpensesAmt |
| PY Total Expenses | $171,996 | PYTotalExpensesAmt |
| CY Total Expenses | $201,646 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$42,849 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $417,495 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,629,839 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,288,763 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,661,495 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,852,913 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,968,344 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,435,850 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SUPPORT THE MISSION AND PURPOSE OF WESTMINSTER CANTERBURY CORPORATION AND RELATED ENTITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $201,646 | ExpenseAmt |
| Desc | ALL ACTIVITIES OF THE ORGANIZATION ARE IN SUPPORT OF THE CHARITABLE ACTIVITIES OF WESTMINSTER-CANTERBURY CORPORATION, A PUBLIC CHARITY. | Desc |
| Total Program Service Expenses | $201,646 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REBECCA HARRIS DIRECTOR OF FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8042646000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WESTBROOK AVENUE | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23227 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANGELA P PHELON | ||||||||
| CHAIR | 1.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES KRESGE | ||||||||
| VICE CHAIR | 1.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JENNIFER D BRITTON | ||||||||
| TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| W RUSSELL GARDNER | ||||||||
| TREASURER, VICE PRESIDENT & CFO | 0.00 | 40.00 | Yes (X) | $0 | $446,053 | $38,759 | ||
| WILLIAM H BLACKWELL | ||||||||
| VICE PRESIDENT HEALTH SERVICES | 0.00 | 40.00 | Yes (X) | $0 | $288,383 | $32,761 | ||
| GAYLE HAGLUND | ||||||||
| VICE PRESIDENT RESOURCE DEVELOPMENT | 0.00 | 40.00 | Yes (X) | $0 | $118,257 | $8,454 | ||
| ROBERT MANN | ||||||||
| VICE PRESIDENT INFORMATION TECHNOLOGY | 0.00 | 40.00 | Yes (X) | $0 | $189,013 | $15,462 | ||
| JOHN D BURNS | ||||||||
| CEO | 0.00 | 40.00 | Yes (X) | $0 | $609,703 | $49,961 | ||
| STACEY W NANNERY | ||||||||
| VICE PRESIDENT SALES AND MARKETING | 0.00 | 40.00 | Yes (X) | $0 | $170,485 | $23,083 | ||
| CHELSEA O NAYLOR | ||||||||
| VICE PRESIDENT WORKFORCE SERVICES | 0.00 | 40.00 | Yes (X) | $0 | $190,163 | $24,992 | ||
| JASON T COLLINS | ||||||||
| VICE PRESIDENT FACILITIES MANAGEMENT | 0.00 | 40.00 | Yes (X) | $0 | $173,965 | $17,420 | ||
| JOHN LOOP | ||||||||
| VP HEALTH & WELLNESS (AS OF 11/2023) | 0.00 | 40.00 | Yes (X) | $0 | $18,847 | $0 | ||
| SHARON M POZNANCZYK | ||||||||
| DIRECTOR OF NURSING | 0.00 | 40.00 | $0 | $200,847 | $24,463 | Yes (X) | ||
| KEVIN DAIGNAULT | ||||||||
| ADMINISTRATOR HOME HEALTH | 0.00 | 40.00 | $0 | $181,548 | $10,880 | Yes (X) | ||
| MARTIN KANE | ||||||||
| DIRECTOR OF FINANCE | 0.00 | 40.00 | $0 | $163,105 | $18,048 | Yes (X) | ||
| DEBRA JACOBSEN | ||||||||
| ADMINISTRATOR RESIDENTIAL LIVING | 0.00 | 40.00 | $0 | $158,079 | $32,284 | Yes (X) | ||
| DEREK OLIVER | ||||||||
| DIRECTOR FACILITIES ENGINEERING | 0.00 | 40.00 | $0 | $144,902 | $20,329 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,053,350 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $316,896 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $234,107 | TotalRevenueColumnAmt |
| Exclusion | $234,107 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,365,700 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $980,666 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $385,034 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $385,034 | TotalRevenueColumnAmt |
| Exclusion | $385,034 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $619,141 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $619,141 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,719 | TotalAmt |
| Program Services | $124,719 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,001 | TotalAmt |
| Program Services | $31,001 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,188 | TotalAmt |
| Program Services | $9,188 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,242 | TotalAmt |
| Program Services | $5,242 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,228 | TotalAmt |
| Program Services | $10,228 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
| Program Services | $6,000 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202 | TotalAmt |
| Program Services | $202 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,066 | TotalAmt |
| Program Services | $15,066 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,646 | TotalAmt |
| Program Services | $201,646 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,000 | BOYAmt |
| EOY | $20,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,609,839 | BOYAmt |
| EOY | $13,268,763 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,629,839 | BOYAmt |
| EOY | $13,288,763 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,661,495 | BOYAmt |
| EOY | $8,852,913 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,661,495 | BOYAmt |
| EOY | $8,852,913 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,968,344 | BOYAmt |
| EOY | $4,435,850 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,968,344 | BOYAmt |
| EOY | $4,435,850 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,629,839 | BOYAmt |
| EOY | $13,288,763 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $417,495 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,050,011 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER CANTERBURY CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237162493 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (1) | MajorityDirTrstSupportedOrgInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO MANAGEMENT COMPANY | $352,913 |
| DUE TO WC CORPORATION | $8,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,852,913 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION IS IN RECEIPT OF FAVORABLE IRS DETERMINATION LETTERS WITH RESPECT TO THE TAX-EXEMPT STATUS OF THE ENTITY. SECTION 58-12.35 OF THE CODE OF VIRGINIA SPECIFICALLY EXEMPTS THE PROPERTY OF THE ORGANIZATION ONLY FROM STATE AND LOCAL TAXATION. THE ORGANIZATION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THIS STANDARD DOES NOT HAVE A SIGNIFICANT IMPACT ON THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN D BURNS | ||||||||||||||
| CEO | $0 | $397,710 | $0 | $167,047 | $0 | $44,946 | $0 | $33,364 | $0 | $16,597 | $0 | $659,664 | $0 | $0 |
| W RUSSELL GARDNER | ||||||||||||||
| TREASURER, VICE PRESIDENT & CFO | $0 | $315,038 | $0 | $121,208 | $0 | $9,807 | $0 | $25,400 | $0 | $13,359 | $0 | $484,812 | $0 | $0 |
| WILLIAM H BLACKWELL | ||||||||||||||
| VICE PRESIDENT HEALTH SERVICES | $0 | $206,060 | $0 | $80,584 | $0 | $1,739 | $0 | $20,105 | $0 | $12,656 | $0 | $321,144 | $0 | $0 |
| SHARON M POZNANCZYK | ||||||||||||||
| DIRECTOR OF NURSING | $0 | $172,659 | $0 | $23,023 | $0 | $5,165 | $0 | $15,134 | $0 | $9,329 | $0 | $225,310 | $0 | $0 |
| CHELSEA O NAYLOR | ||||||||||||||
| VICE PRESIDENT WORKFORCE SERVICES | $0 | $160,062 | $0 | $30,101 | $0 | $0 | $0 | $12,428 | $0 | $12,564 | $0 | $215,155 | $0 | $0 |
| ROBERT MANN | ||||||||||||||
| VICE PRESIDENT INFORMATION TECHNOLOG | $0 | $149,351 | $0 | $33,870 | $0 | $5,792 | $0 | $12,525 | $0 | $2,937 | $0 | $204,475 | $0 | $0 |
| STACEY W NANNERY | ||||||||||||||
| VICE PRESIDENT SALES AND MARKETING | $0 | $140,583 | $0 | $29,902 | $0 | $0 | $0 | $12,814 | $0 | $10,269 | $0 | $193,568 | $0 | $0 |
| KEVIN DAIGNAULT | ||||||||||||||
| ADMINISTRATOR HOME HEALTH | $0 | $159,835 | $0 | $14,008 | $0 | $7,705 | $0 | $1,690 | $0 | $9,190 | $0 | $192,428 | $0 | $0 |
| JASON T COLLINS | ||||||||||||||
| VICE PRESIDENT FACILITIES MANAGEMENT | $0 | $145,489 | $0 | $28,476 | $0 | $0 | $0 | $7,051 | $0 | $10,369 | $0 | $191,385 | $0 | $0 |
| DEBRA JACOBSEN | ||||||||||||||
| ADMINISTRATOR RESIDENTIAL LIVING | $0 | $134,739 | $0 | $23,340 | $0 | $0 | $0 | $22,155 | $0 | $10,129 | $0 | $190,363 | $0 | $0 |
| MARTIN KANE | ||||||||||||||
| DIRECTOR OF FINANCE | $0 | $144,235 | $0 | $18,870 | $0 | $0 | $0 | $8,831 | $0 | $9,217 | $0 | $181,153 | $0 | $0 |
| DEREK OLIVER | ||||||||||||||
| DIRECTOR FACILITIES ENGINEERING | $0 | $129,932 | $0 | $14,970 | $0 | $0 | $0 | $11,170 | $0 | $9,159 | $0 | $165,231 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | AN OUTSIDE COMPANY IS ENGAGED BY A RELATED ORGANIZATION EACH YEAR TO ADVISE ON ALL EMPLOYEES' COMPENSATION PACKAGES, INCLUDING THE CEO'S. THE ORGANIZATION AND COMPENSATION COMMITTEE OF A RELATED ORGANIZATION'S BOARD REVIEWS THE RECOMMENDATIONS OF THE OUTSIDE COMPANY. THE CEO'S COMPENSATION IS DETERMINED BY THE BOARD INDEPENDENTLY OF THE CEO, AND IT'S DECISION IS DOCUMENTED IN THE BOARD MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | WESTMINSTER-CANTERBURY MANAGEMENT CORPORATION IS THE SOLE MEMBER OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | WESTMINSTER-CANTERBURY MANAGEMENT CORPORATION, A PUBLIC CHARITY THAT IS THE SOLE MEMBER OF THE ORGANIZATION, APPOINTS ALL BOARD MEMBERS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FEDERAL FORM 990 RETURN IS REVIEWED BY THE AUDIT COMMITTEE. ONCE APPROVED BY THE AUDIT COMMITTEE, THE COMPLETE FORM 990 IS MADE AVAILABLE TO ALL THE MEMBERS OF THE GOVERNING BOARD FOR APPROVAL PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE BOARD MEMBERS FILL OUT A CONFLICT OF INTEREST STATEMENT. IF THERE ARE ANY CONFLICTS, CONFLICTED BOARD MEMBERS EXCUSE THEMSELVES FROM ANY PART OF THE DISCUSSION AND VOTE RELATED TO THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN OUTSIDE COMPANY IS ENGAGED BY A RELATED ORGANIZATION EACH YEAR TO ADVISE ON ALL EMPLOYEES' COMPENSATION PACKAGES, INCLUDING THE CEO'S. THE ORGANIZATION AND COMPENSATION COMMITTEE OF A RELATED ORGANIZATION'S BOARD REVIEWS THE RECOMMENDATIONS OF THE OUTSIDE COMPANY. THE CEO'S COMPENSATION IS DETERMINED BY THE BOARD INDEPENDENTLY OF THE CEO, AND IT'S DECISION IS DOCUMENTED IN THE BOARD MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT REVIEW AND AUDITOR SELECTION PROCESS IS UNCHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| WESTMINSTER CANTERBURY FOUNDATION | ||||||||||
| 1600 WESTBROOK AVENUE | RICHMOND | VA | 23227 | 521189655 | PROVIDE FUNDRAISING FOR THE BENEFIT OF WESTMINSTER-CANTERBURY RICHMOND | VA | 501(C)(3) | LINE 8 | WESTMINSTER CANTERBURY MANAGEMENT CORPORATION | 0 |
| THE GLEBE OF RICHMOND | ||||||||||
| 1600 WESTBROOK AVENUE | RICHMOND | VA | 23227 | 541552745 | OPERATE AND MAINTAIN A CONTINUING CARE RETIREMENT COMMUNITY FOR THE ELDERLY | VA | 501(C)(3) | LINE 10 | WESTMINSTER CANTERBURY MANAGEMENT CORPORATION | 0 |
| WESTMINSTER CANTERBURY MANAGEMENT CORPORATION | ||||||||||
| 1600 WESTBROOK AVENUE | RICHMOND | VA | 23227 | 541553651 | PROVIDE MANAGEMENT SERVICES TO WC CORPORATION AND RELATED ENTITIES | VA | 501(C)(3) | LINE 12A, I | 0 | |
| WESTMINSTER CANTERBURY CHILD CARE | ||||||||||
| 1600 WESTBROOK AVENUE | RICHMOND | VA | 23227 | 541552747 | PROVIDE CHILD CARE SERVICES TO RELATED ENTITIES AND THE COMMUNITY | VA | 501(C)(3) | LINE 10 | WESTMINSTER CANTERBURY MANAGEMENT CORPORATION | 0 |
| WESTMINSTER CANTERBURY CORPORATION | ||||||||||
| 1601 WESTBROOK AVENUE | RICHMOND | VA | 23228 | 237162493 | OPERATE AND MAINTAIN A CONTINUING CARE RETIREMENT COMMUNITY FOR THE ELDERLY | VA | 501(C)(3) | LINE 10 | WESTMINSTER CANTERBURY MANAGEMENT CORPORATION | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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