WESTMINISTER-CANTERBURY MANAGEMENT CORPORATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WESTMINISTER-CANTERBURY MANAGEMENT CORPORATION (EIN 54-1553651)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-08-04
IRS object ID
202512169349301131
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

FieldValueIRS element (for citing)
Return2025-08-04T16:06:35-05:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1227 WEST TRADE STREET SUITE 800AddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541553651EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WESTMINSTER CANTERBURY MANAGEMENTBusinessNameLine1Txt
Business Name Line2CORPORATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone8042646000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 WESTBROOK AVENUEAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP232273337ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonW RUSSELL GARDNERPersonNm
Person TitleVP & CHIEF FINANCIAL OFFICERPersonTitleTxt
Phone8042646000PhoneNum
Signature2025-08-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHRINE A WARLICKPreparerPersonNm
PTINP02065266PTIN
Phone7049985200PhoneNum
Preparation2025-08-04PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerW RUSSELL GARDNERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 WESTBROOK AVENUEAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP232273337ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$16,798,554GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WCRICHMOND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1990FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionPROVIDE MANAGEMENT SERVICES TO A LARGE NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY, AN ELDERLY HOUSING FACILITY AND A NOT-FOR-PROFIT CHILD CARE CENTER.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee72TotalEmployeeCnt
Total Volunteers51TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$16,396,400PYProgramServiceRevenueAmt
CY Program Service Revenue$16,798,554CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$16,396,400PYTotalRevenueAmt
CY Total Revenue$16,798,554CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$11,003,242PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$11,152,629CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,393,158PYOtherExpensesAmt
CY Other Expenses$5,645,925CYOtherExpensesAmt
PY Total Expenses$16,396,400PYTotalExpensesAmt
CY Total Expenses$16,798,554CYTotalExpensesAmt
PY Revenues Less Expenses$0PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$0CYRevenuesLessExpensesAmt
Total Assets BOY$213,955,485TotalAssetsBOYAmt
Total Assets EOY$270,988,917TotalAssetsEOYAmt
Total Liabilities BOY$4,675,910TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,730,843TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$209,279,575NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$266,258,074NetAssetsOrFundBalancesEOYAmt
MissionAS A FAITH-BASED CHARITABLE ORGANIZATION, WE WILL PROVIDE SERVICES, SPECIFIC TO NEED, IN A COMPASSIONATE, PROFESSIONAL, HOLISTIC MANNER, THROUGH AN INSPIRING ENVIRONMENT AND DYNAMIC LEADERSHIP FOR OUR RESIDENTS, EMPLOYEES AND OTHERS WE SERVE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$13,078,233ExpenseAmt
Revenue$16,798,554RevenueAmt
DescPROVIDE MANAGEMENT AND SERVICES TO A LARGE NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY, AN ELDERLY HOUSING FACILITY AND A NOT-FOR-PROFIT CHILD CARE CENTER.Desc
Total Program Service Expenses$13,078,233TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee72EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1REBECCA HARRIS DIRECTOR OF FINANCEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8042646000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 WESTBROOK AVENUEAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23227ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ANGELA P PHELON
CHAIR1.004.00Yes (X)Yes (X)$0$0$0
JAMES M KRESGE
VICE CHAIR1.004.00Yes (X)Yes (X)$0$0$0
PETER S ALCORN
TRUSTEE1.004.00Yes (X)$0$0$0
DR BRIAN K BLOUNT
TRUSTEE1.004.00Yes (X)$0$0$0
THOMAS L BOWDEN JR
TRUSTEE1.004.00Yes (X)$0$0$0
PETER H BOWLES
TRUSTEE1.004.00Yes (X)$0$0$0
TAYLAN BOZKURT
TRUSTEE1.004.00Yes (X)$0$0$0
JENNIFER D BRITTON
TRUSTEE1.004.00Yes (X)$0$0$0
W LEE CHANEY
TRUSTEE1.004.00Yes (X)$0$0$0
P FREDERICK DUCKWORTH JR MD
TRUSTEE1.004.00Yes (X)$0$0$0
MARY D ELLISON
TRUSTEE1.004.00Yes (X)$0$0$0
JENNIFER M FERGUSON
TRUSTEE1.004.00Yes (X)$0$0$0
THOMAS G HARDY III
TRUSTEE1.004.00Yes (X)$0$0$0
GEORGE C HOWELL III
TRUSTEE1.004.00Yes (X)$0$0$0
ANNE H MCDONNELL
TRUSTEE1.004.00Yes (X)$0$0$0
CHRISTOPHER M MICHALIK
TRUSTEE1.004.00Yes (X)$0$0$0
GRETA B PETERS
TRUSTEE1.004.00Yes (X)$0$0$0
HB THOMSON
TRUSTEE1.004.00Yes (X)$0$0$0
THOMAS H TULLIDGE JR
TRUSTEE1.004.00Yes (X)$0$0$0
L BIRCK TURNBULL
TRUSTEE1.004.00Yes (X)$0$0$0
JOHN D BURNS
CEO15.0025.00Yes (X)$609,703$0$49,961
W RUSSELL GARDNER
TREASURER, VICE PRESIDENT & CFO30.0010.00Yes (X)$446,053$0$38,759
WILLIAM H BLACKWELL
VICE PRESIDENT HEALTH SERVICES0.0040.00Yes (X)$0$288,383$32,761
ROBERT MANN
VICE PRESIDENT INFORMATION TECHNOLOGY40.000.00Yes (X)$189,013$0$15,462
STACEY W NANNERY
VICE PRESIDENT SALES AND MARKETING40.000.00Yes (X)$170,485$0$23,083
JASON T COLLINS
VICE PRESIDENT FACILITIES MANAGEMENT0.0040.00Yes (X)$173,965$0$17,420
GAYLE HAGLUND
VICE PRESIDENT RESOURCE DEVELOPMENT40.000.00Yes (X)$118,257$0$8,454
JOHN LOOP
VP HEALTH & WELLNESS (AS OF 11/2023)0.0040.00Yes (X)$0$18,847$0
CHELSEA O NAYLOR
VICE PRESIDENT WORKFORCE SERVICES30.0010.00Yes (X)$190,163$0$24,992
SHARON M POZNANCZYK
DIRECTOR OF NURSING0.0040.00$0$200,847$24,463Yes (X)
KEVIN DAIGNAULT
ADMINISTRATOR HOME HEALTH0.0040.00$0$181,548$10,880Yes (X)
DEBRA JACOBSEN
ADMINISTRATOR RESIDENTIAL LIVING0.0040.00$0$158,079$32,284Yes (X)
MARTIN KANE
DIRECTOR OF FINANCE30.0010.00$163,105$0$18,048Yes (X)
DEREK OLIVER
DIRECTOR FACILITIES ENGINEERING0.0040.00$0$144,902$20,329Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,060,744TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$992,606TotReportableCompRltdOrgAmt
Total Other Compensation$316,896TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K9IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICE REVENUEDesc
Business561000BusinessCd
Total Revenue Column$16,798,554TotalRevenueColumnAmt
Related Or Exempt Func Income$16,798,554RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$16,798,554TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,798,554TotalRevenueColumnAmt
Related Or Exempt Func Income$16,798,554RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,779,023TotalAmt
Management And General$1,779,023ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,085,635TotalAmt
Program Services$3,611,702ProgramServicesAmt
Management And General$473,933ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$592,114TotalAmt
Program Services$523,429ProgramServicesAmt
Management And General$68,685ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,317,117TotalAmt
Program Services$3,816,332ProgramServicesAmt
Management And General$500,785ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$378,740TotalAmt
Program Services$334,806ProgramServicesAmt
Management And General$43,934ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$40,965TotalAmt
Program Services$7,274ProgramServicesAmt
Management And General$33,691ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$150,559TotalAmt
Management And General$150,559ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$151,542TotalAmt
Management And General$151,542ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,130,901TotalAmt
Program Services$1,883,716ProgramServicesAmt
Management And General$247,185ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$806,376TotalAmt
Program Services$712,836ProgramServicesAmt
Management And General$93,540ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$382,362TotalAmt
Program Services$338,008ProgramServicesAmt
Management And General$44,354ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,048,659TotalAmt
Program Services$927,014ProgramServicesAmt
Management And General$121,645ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$35,155TotalAmt
Program Services$31,077ProgramServicesAmt
Management And General$4,078ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
DUES & SUBSCRIPTIONS$273,523$273,523
BAD DEBT EXPENSE$240,000$240,000
RECRUITMENT EXPENSE$129,545$129,545
PRODUCTIVE EXPENSES$106,381$106,381

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$149,957TotalAmt
Program Services$142,590ProgramServicesAmt
Management And General$7,367ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$16,798,554TotalAmt
Program Services$13,078,233ProgramServicesAmt
Management And General$3,720,321ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$4,716BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$946,269BOYAmt
EOY$928,627EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$213,004,500BOYAmt
EOY$270,060,290EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$213,955,485BOYAmt
EOY$270,988,917EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,983,034BOYAmt
EOY$3,501,531EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$692,876BOYAmt
EOY$1,229,312EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,675,910BOYAmt
EOY$4,730,843EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$143,902,354BOYAmt
EOY$190,120,856EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$65,377,221BOYAmt
EOY$76,137,218EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$209,279,575BOYAmt
EOY$266,258,074EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$213,955,485BOYAmt
EOY$270,988,917EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$0ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$56,978,499OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations5SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (5 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
WESTMINSTER CANTERBURY CORPORATION
23716249310Yes (1)$0$0
THE GLEBE OF RICHMOND
54155274510Yes (1)$0$0
WESTMINSTER CANTERBURY CHILD CARE CENTER
54155274710Yes (1)$0$0
WESTMINSTER CANTERBURY FOUNDATION
5211896558Yes (1)$0$0
WESTMINSTER-CANTERBURY DEVELOPMENT CORPORATION
82178317210Yes (1)$0$0
FieldValueIRS element (for citing)
Supported Organizations Total5SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
DUE FROM AFFILIATES$3,802,216
EQUITY IN SUBSIDIARIES$266,258,074
FieldValueIRS element (for citing)
Total Book Value Other Assets$270,060,290TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AFFILIATESDesc
Amt$1,229,312Amt
FieldValueIRS element (for citing)
Total Liability$1,229,312TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOHN D BURNS
CEO$397,710$0$167,047$0$44,946$0$33,364$0$16,597$0$659,664$0$0$0
W RUSSELL GARDNER
TREASURER, VICE PRESIDENT & CFO$315,038$0$121,208$0$9,807$0$25,400$0$13,359$0$484,812$0$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$160,062$0$30,101$0$0$0$12,428$0$12,564$0$215,155$0$0$0
ROBERT MANN
VICE PRESIDENT INFORMATION TECHNOLOG$149,351$0$33,870$0$5,792$0$12,525$0$2,937$0$204,475$0$0$0
STACEY W NANNERY
VICE PRESIDENT SALES AND MARKETING$140,583$0$29,902$0$0$0$12,814$0$10,269$0$193,568$0$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$145,489$0$28,476$0$0$0$7,051$0$10,369$0$191,385$0$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$144,235$0$18,870$0$0$0$8,831$0$9,217$0$181,153$0$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 (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3AN OUTSIDE COMPANY IS ENGAGED EACH YEAR TO ADVISE ON ALL EMPLOYEES' COMPENSATION PACKAGES, INCLUDING THE CEO'S. THE ORGANIZATION AND COMPENSATION COMMITTEE OF THE 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.
PART I, LINE 7SERP PLAN FOR KEY EMPLOYEES EQUALING 20% OF ANNUAL SALARY.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FEDERAL FORM 990 RETURN IS REVIEWED BY THE AUDIT COMMITTEE. ONCE APPROVED BY THE AUDIT COMMITTEE, THE CHAIR PRESENTS THE COMPLETE FORM 990 TO ALL THE MEMBERS OF THE GOVERNING BOARD FOR APPROVAL PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY, 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 15AN OUTSIDE COMPANY IS ENGAGED EACH YEAR TO ADVISE ON ALL EMPLOYEES' COMPENSATION PACKAGES, INCLUDING THE CEO'S. THE ORGANIZATION AND COMPENSATION COMMITTEE OF THE 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 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GOTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,883,716. MANAGEMENT AND GENERAL EXPENSES 247,185. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,130,901.
FORM 990, PART XI, LINE 9:CHANGE IN TEMPORARY RESTRICTED NET ASSETS 10,759,997. EQUITY IN GAINS OF SUBSIDIARIES 46,218,502.
FORM 990, PART VII, LINE 2C:THE ORGANIZATION HAS NOT CHANGED EITHER ITS AUDIT OVERSIGHT PROCESS OR AUDITOR SELECTION PROCESS DURING THE TAX YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
WESTMINSTER CANTERBURY FOUNDATION
1600 WESTBROOK AVENUERICHMONDVA23227521189655PROVIDE FUNDRAISING FOR THE BENEFIT OF WESTMINSTER-CANTERBURY RICHMONDVA501(C)(3)LINE 8WESTMINSTER CANTERBURY MANAGEMENT CORPORATION0
THE GLEBE OF RICHMOND
1600 WESTBROOK AVENUERICHMONDVA23227541552745OPERATE AND MAINTAIN A CONTINUING CARE RETIREMENT COMMUNITY FOR THE ELDERLYVA501(C)(3)LINE 10WESTMINSTER CANTERBURY MANAGEMENT CORPORATION0
WESTMINSTER CANTERBURY CORPORATION
1600 WESTBROOK AVENUERICHMONDVA23227237162493OPERATE AND MAINTAIN A CONTINUING CARE RETIREMENT COMMUNITY FOR THE ELDERLYVA501(C)(3)LINE 10WESTMINSTER CANTERBURY MANAGEMENT CORPORATION0
WESTMINSTER CANTERBURY CHILD CARE
1600 WESTBROOK AVENUERICHMONDVA23227541552747PROVIDE CHILD CARE SERVICES TO RELATED ENTITIES AND THE COMMUNITYVA501(C)(3)LINE 10WESTMINSTER CANTERBURY MANAGEMENT CORPORATION0
WESTMINSTER-CANTERBURY DEVELOPMENT CORPORATION
1600 WESTBROOK AVENUERICHMONDVA23227821783172SUPPORT THE MISSION AND PURPOSE OF WC RICHMOND AND RELATED ENTITIESVA501(C)(3)LINE 10WESTMINSTER CANTERBURY MANAGEMENT CORPORATION0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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