WESTMINSTER CANTERBURY OF THE BLUE RIDGE: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINSTER CANTERBURY OF THE BLUE RIDGE (EIN 52-1447069)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-06-22
- IRS object ID
- 202001749349300005
- Schema version
- 2018v3.1
- 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 | 2020-06-22T07:30:21-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521447069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER-CANTERBURY OF THE BLUE RIDGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 4349723170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 PANTOPS MOUNTAIN RD | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22911 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA D BUCHANAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4349723170 | PhoneNum |
| Signature | 2020-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN NORMAN | PreparerPersonNm |
| PTIN | P01506766 | PTIN |
| Phone | 7049985200 | PhoneNum |
| Preparation | 2020-05-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-13 | IPDt |
| IP Tm | 16:34:50 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 342F9A78B236F31EA20651B2CB1F369CFE165EE3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 73572F2FD0196BD31C06FE7E9FA6FB27E59C8AD5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GARY B SELMECZI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 PANTOPS MOUNTAIN RD | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22911 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $44,777,462 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WESTMINSTERCANTERBURY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HEALTH CARE, HOUSING AND RELATED SERVICES TO SENIORS THROUGH THE OPERATION OF A CCRC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 438 | TotalEmployeeCnt |
| Total Volunteers | 110 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $466,647 | PYContributionsGrantsAmt |
| CY Contributions Grants | $283,653 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $36,307,693 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $36,962,846 | CYProgramServiceRevenueAmt |
| PY Investment Income | $944,227 | PYInvestmentIncomeAmt |
| CY Investment Income | $941,371 | CYInvestmentIncomeAmt |
| PY Other Revenue | $620,005 | PYOtherRevenueAmt |
| CY Other Revenue | $443,934 | CYOtherRevenueAmt |
| PY Total Revenue | $38,338,572 | PYTotalRevenueAmt |
| CY Total Revenue | $38,631,804 | 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 | $14,617,877 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,736,963 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $343,279 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,699,561 | PYOtherExpensesAmt |
| CY Other Expenses | $20,599,318 | CYOtherExpensesAmt |
| PY Total Expenses | $35,317,438 | PYTotalExpensesAmt |
| CY Total Expenses | $37,336,281 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,021,134 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,295,523 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $192,971,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $190,164,445 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $184,265,505 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $179,994,276 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,705,844 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,170,169 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WESTMINSTER-CANTERBURY OF THE BLUE RIDGE'S MISSION IS TO PROVIDE A LIFECARE COMMUNITY OF VIBRANT LIVING DESIGNED TO MEET THE DYNAMIC NEEDS AND OPPORTUNITIES OF OLDER ADULTS. IN ADDITION TO THE OPERATION OF A LIFECARE RETIREMENT COMMUNITY, WCBR ESTABLISHED THE WESTMINSTER-CANTERBURY OF THE BLUE RIDGE FOUNDATION, A SUPPORTIVE CHARITABLE ORGANIZATION TO RAISE FUNDS FOR THE MISSION OF WESTMINSTER-CANTERBURY OF THE BLUE RIDGE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $29,789,787 | ExpenseAmt |
| Revenue | $37,406,780 | RevenueAmt |
| Desc | DURING FISCAL YEAR 2019, WCBR PROVIDED HOUSING, HEALTH CARE, ACTIVITIES, MEALS AND OTHER SERVICES FOR AN AVERAGE OF 450 INDIVIDUALS WHO ARE TYPICALLY AGE 62 OR OLDER. WCBR HAS 275 INDEPENDENT LIVING ACCOMMODATIONS. RESIDENCES RANGE FROM 640 SQUARE FEET APARTMENTS TO OVER 2,150 SQUARE FEET COTTAGES WITH TWO CAR GARAGES. THE AVERAGE NUMBER OF OCCUPIED UNITS IN FY19 WAS 264 (96%) WITH AN ADDITIONAL 96 SPOUSES OR SECOND PERSONS OCCUPYING THE SAME RESIDENCE. ACTIVITIES ARE PLENTIFUL; INCLUDING NUMEROUS CLUBS, COMMITTEES, LECTURES, LIFE LONG LEARNING OPPORTUNITIES, ART CLASSES, FLOWER ARRANGING, EXERCISE PROGRAMS, SPIRITUAL SERVICES, SPECIAL EVENTS AND TRIPS THAT STIMULATE THE INTELLECT, PASSION AND INTEREST OF OUR RESIDENTS. | Desc |
| Total Program Service Expenses | $29,789,787 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 438 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | 0 | NondeductibleContriDisclInd |
| 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 | Yes (1) | 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNA BUCHANAN CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4349723170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 PANTOPS MOUNTAIN RD | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22911 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALLISON M AGARWAL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNA D BUCHANAN | ||||||||
| CFO/TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | 40.00 | Yes (X) | |
| BARBARA G MCMURRY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL HAM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID M OAKLAND | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID MALONEY | ||||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID W BARTON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH C DESMOND | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J BRIAN JACKSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES A AVERY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE F WILLARD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAWRENCE J MARTIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEONE CIPORIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE HEREFORD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MILDRED BEST | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA FITZGERALD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT W TUCKER JR | ||||||||
| VICE-CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHEILA TATE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY B SELMECZI | ||||||||
| CEO/PRESIDENT | 40.00 | $481,206 | $0 | $46,032 | 1.00 | Yes (X) | ||
| JOSEPH A GIRARDI | ||||||||
| CFO/ASST TREAS (THRU 10/1/18) | 40.00 | $164,369 | $0 | $16,459 | Yes (X) | |||
| FRANCES BROWN | ||||||||
| RN | 40.00 | $118,972 | $0 | $17,593 | Yes (X) | |||
| JOHN KOVALESKI | ||||||||
| VP - OPERATIONS | 40.00 | $139,527 | $0 | $19,810 | Yes (X) | |||
| JOSIAH OSBORN | ||||||||
| FORMER HEALTHCARE ADMINISTRATOR | 40.00 | $117,611 | $0 | $19,500 | Yes (X) | |||
| MARIA GRAHAM | ||||||||
| VP - MARKETING | 40.00 | $153,071 | $0 | $11,405 | Yes (X) | |||
| MARYBETH SHOWALTER | ||||||||
| FORMER VP - HR | 40.00 | $123,418 | $0 | $25,183 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,298,174 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $155,982 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ABRAHAMSE & COMPANY | |||||
| 325 WINDING RIVER LANE SUITE 202 | CHARLOTTESVILLE | VA | 22911 | APARTMENT AND COTTAGE RENOVATIONS | $1,021,064 |
| KAHLER SLATER INC | |||||
| 111 W WISCONSIN AVE | MILWAUKEE | WI | 53203 | ARCHITECTURAL SERVICES | $906,146 |
| FLIK INTERNATIONAL | |||||
| PO BOX 7243 | CHARLOTTESVILLE | VA | 22906 | DINING SERVICES | $716,945 |
| GENESIS REHABILITATION SERVICES | |||||
| PO BOX 821322 | PHILADELPHIA | PA | 19182 | PT, OT, AND ST THERAPY | $682,007 |
| ADVANCED NETWORK SYSTEMS INC | |||||
| PO BOX 7222 | CHARLOTTESVILLE | VA | 22906 | IT NETWORK SUPPORT AND SERVICES | $495,679 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $283,653 | RelatedOrganizationsAmt |
| Total Contributions | $283,653 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM REVENUE | 623000 | $31,290,706 | $31,290,706 |
| OTHER RESIDENTIAL SERVICES | 623000 | $5,672,140 | $5,672,140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $36,962,846 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $617,029 | TotalRevenueColumnAmt |
| Exclusion | $617,029 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,470,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,491,840 | SecuritiesAmt |
| Other | $653,818 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $978,160 | SecuritiesAmt |
| Other | -$653,818 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $324,342 | TotalRevenueColumnAmt |
| Exclusion | $324,342 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EXPENSE REIMBURSEMENT FROM FOUNDA | 623000 | $253,487 | $253,487 |
| MISCELLANEOUS | 900000 | $190,447 | $190,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $443,934 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,631,804 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,406,780 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $941,371 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $645,575 | TotalAmt |
| Management And General | $645,575 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,499,555 | TotalAmt |
| Program Services | $10,898,356 | ProgramServicesAmt |
| Management And General | $1,326,782 | ManagementAndGeneralAmt |
| Fundraising | $274,417 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $907,740 | TotalAmt |
| Management And General | $907,740 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,791,920 | TotalAmt |
| Program Services | $1,558,590 | ProgramServicesAmt |
| Management And General | $219,188 | ManagementAndGeneralAmt |
| Fundraising | $14,142 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $892,173 | TotalAmt |
| Program Services | $778,382 | ProgramServicesAmt |
| Management And General | $103,441 | ManagementAndGeneralAmt |
| Fundraising | $10,350 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,079,437 | TotalAmt |
| Program Services | $3,110,280 | ProgramServicesAmt |
| Management And General | $955,349 | ManagementAndGeneralAmt |
| Fundraising | $13,808 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,138 | TotalAmt |
| Program Services | $306,290 | ProgramServicesAmt |
| Management And General | $64,597 | ManagementAndGeneralAmt |
| Fundraising | $6,251 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,147,345 | TotalAmt |
| Program Services | $849,105 | ProgramServicesAmt |
| Management And General | $1,298,240 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,832 | TotalAmt |
| Program Services | $45,234 | ProgramServicesAmt |
| Management And General | $34,359 | ManagementAndGeneralAmt |
| Fundraising | $8,239 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,538,058 | TotalAmt |
| Program Services | $2,538,058 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,522,371 | TotalAmt |
| Program Services | $8,423,093 | ProgramServicesAmt |
| Management And General | $95,936 | ManagementAndGeneralAmt |
| Fundraising | $3,342 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,997 | TotalAmt |
| Program Services | $129,357 | ProgramServicesAmt |
| Management And General | $265,371 | ManagementAndGeneralAmt |
| Fundraising | $269 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REAL ESTATE TAXES | $1,181,380 | $1,181,380 | ||
| SUPPLIES | $931,654 | $16,699 | $911,240 | $3,715 |
| MISCELLANEOUS EXPENSES | $197,533 | $67,602 | $121,592 | $8,339 |
| SMALL TOOLS & EXPENSES | $96,220 | $420 | $95,800 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,353 | TotalAmt |
| Program Services | $24,410 | ProgramServicesAmt |
| Management And General | $20,536 | ManagementAndGeneralAmt |
| Fundraising | $407 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,336,281 | TotalAmt |
| Program Services | $29,789,787 | ProgramServicesAmt |
| Management And General | $7,203,215 | ManagementAndGeneralAmt |
| Fundraising | $343,279 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,455,227 | BOYAmt |
| EOY | $1,732,956 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,804 | BOYAmt |
| EOY | $161,632 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,207 | BOYAmt |
| EOY | $95,446 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,673 | BOYAmt |
| EOY | $196,445 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $216,650,876 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $87,520,672 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,870,429 | BOYAmt |
| EOY | $129,130,204 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,291,260 | BOYAmt |
| EOY | $40,978,564 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,457,749 | BOYAmt |
| EOY | $17,869,198 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,971,349 | BOYAmt |
| EOY | $190,164,445 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,245,303 | BOYAmt |
| EOY | $3,160,840 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,107,042 | BOYAmt |
| EOY | $71,292,561 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,158,614 | BOYAmt |
| EOY | $69,420,685 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,754,546 | BOYAmt |
| EOY | $36,120,190 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,265,505 | BOYAmt |
| EOY | $179,994,276 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$561,383 | BOYAmt |
| EOY | $702,033 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,306,859 | BOYAmt |
| EOY | $8,506,768 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $960,368 | BOYAmt |
| EOY | $961,368 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,705,844 | BOYAmt |
| EOY | $10,170,169 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,971,349 | BOYAmt |
| EOY | $190,164,445 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,295,523 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$397,326 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $566,128 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $466,647 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $283,653 | CurrentTaxYearAmt |
| Total | $753,300 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,590,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,664,901 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,835,361 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,307,693 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,962,848 | CurrentTaxYearAmt |
| Total | $169,361,159 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,590,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,667,901 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,835,361 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,774,340 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,246,501 | CurrentTaxYearAmt |
| Total | $170,114,459 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,860,571 | CurrentTaxYearMinus4YearsAmt |
| Total | $12,860,571 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,860,571 | CurrentTaxYearMinus4YearsAmt |
| Total | $12,860,571 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $157,253,888 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $208,988 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $511,743 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $319,720 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $643,919 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $617,029 | CurrentTaxYearAmt |
| Total | $2,301,399 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $208,988 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $511,743 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $319,720 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $643,919 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $617,029 | CurrentTaxYearAmt |
| Total | $2,301,399 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $669,067 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $525,437 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $581,302 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $620,005 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $443,934 | CurrentTaxYearAmt |
| Total | $2,839,745 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,468,411 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,705,081 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,736,383 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,038,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,307,464 | CurrentTaxYearAmt |
| Total | $175,255,603 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89730 | PublicSupportCY509Pct |
| Public Support PY509 | 0.85560 | PublicSupportPY509Pct |
| Investment Income CY | 0.01310 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01200 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $960,368 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| End Year Balance | $961,368 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $959,843 | BeginningYearBalanceAmt |
| Contributions | $525 | ContributionsAmt |
| End Year Balance | $960,368 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $402,554 | BeginningYearBalanceAmt |
| Contributions | $557,289 | ContributionsAmt |
| End Year Balance | $959,843 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $402,454 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| End Year Balance | $402,554 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $402,204 | BeginningYearBalanceAmt |
| Contributions | $50 | ContributionsAmt |
| End Year Balance | $402,454 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,710,374 | OtherCostOrOtherBasisAmt |
| Book Value | $3,710,374 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $189,166,267 | OtherCostOrOtherBasisAmt |
| Depreciation | $73,636,695 | DepreciationAmt |
| Book Value | $115,529,572 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,783,428 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,840,808 | DepreciationAmt |
| Book Value | $6,942,620 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,990,807 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,043,169 | DepreciationAmt |
| Book Value | $2,947,638 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $129,130,204 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENTS | $38,263,012 | F |
| ASSETS LIMITED AS TO USE | $2,715,552 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $40,978,564 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $799,189 |
| DEFERRED MARKETING COSTS | $922,086 |
| INTEREST IN FOUNDATION | $15,541,701 |
| PENSION ASSET | $606,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $17,869,198 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS | $215,000 |
| INTEREST PAYABLE | $576,724 |
| OTHER LIABILITIES | $474,027 |
| ENTRY FEE REFUNDABLE | $33,788,406 |
| CAPITAL LEASE PAYABLE | $116,033 |
| LINE OF CREDIT | $950,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $36,120,190 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE FOUNDATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF TRUSTEES, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRESERVE AND GROW CAPITAL, STRIVE FOR CONSISTENT ABSOLUTE RETURNS, PRESERVE PURCHASING POWER BY STRIVING FOR LONG-TERM RETURNS WHICH EITHER MATCH OR EXCEED THE SET PAYOUT, FEES AND INFLATION WITHOUT PUTTING THE PRINCIPAL VALUE AT IMPRUDENT RISK, AND DIVERSIFY INVESTMENTS CONSISTENT WITH COMMONLY ACCEPTED INDUSTRY STANDARD TO MINIMIZE THE RISK OF LARGE LOSSES. |
| PART X, LINE 2: | THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE ORGANIZATION HAS ADOPTED GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE IMPLEMENTATION HAS HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GARY B SELMECZI | ||||||||||||||
| CEO/PRESIDENT | $335,804 | $0 | $75,000 | $0 | $70,402 | $0 | $25,534 | $0 | $20,498 | $0 | $527,238 | $0 | $0 | $0 |
| JOSEPH A GIRARDI | ||||||||||||||
| CFO/ASST TREAS (THRU 10/1/18) | $164,369 | $0 | $0 | $0 | $0 | $0 | $9,878 | $0 | $6,581 | $0 | $180,828 | $0 | $0 | $0 |
| JOHN KOVALESKI | ||||||||||||||
| VP - OPERATIONS | $139,527 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $19,810 | $0 | $159,337 | $0 | $0 | $0 |
| MARIA GRAHAM | ||||||||||||||
| VP - MARKETING | $143,001 | $0 | $10,070 | $0 | $0 | $0 | $2,932 | $0 | $8,473 | $0 | $164,476 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | GARY B. SELMECZI PARTICIPATED IN A 457(F) PLAN AND RECEIVED PAYMENTS FROM THE PLAN TOTALLING $70,402. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| ECONOMICAL DEVELOPMENT AUTHORITY OF ALBERMARLE COUNTY VIRGINIA | ||||||||
| A | 521297503 | 01266WAK2 | 2012-12-12 | $38,265,602 | BUILD NEW INDEPENDENT LIVING AND RENOVATIONS | 0 | 0 | 0 |
| ECONOMIC DEVELOPMENT AUTHORITY OF ALBEMARLE COUNTY VIRGINIA | ||||||||
| B | 521297503 | NONEAVAIL | 2016-06-29 | $20,000,000 | REFINANCE 2015 DEBT & NEW MONIES FOR CAPITAL PROJECTS | 0 | 0 | 0 |
| ECONOMIC DEVELOPMENT AUTHORITY OF ALBEMARLE COUNTY VIRGINIA | ||||||||
| C | 521297503 | NONEAVAIL | 2016-10-01 | $39,500,000 | REFINANCE SERIES 2007 BONDS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $19,372,405 | $38,332,405 | $1,200,084 | $1,744,327 | $765,312 | $493,734 | $39,001,535 | 2014 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $2,297,178 | $20,054,227 | $189,239 | $5,000,000 | 2018 | Yes (1) | 0 | Yes (1) | Yes (1) | $14,810,761 | |||
| C | $5,437,001 | $39,500,000 | $283,637 | Yes (1) | 0 | Yes (1) | Yes (1) | $39,216,363 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.01000 | 0.01000 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.01000 | 0.01000 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.01000 | 0.01000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART II, COLUMN A, LINE 3 | THE ADDITIONAL $66,803 IN PROCEEDS REPRESENTS INTEREST EARNED FROM THE DATE OF ISSUE THROUGH THE COMPLETION OF THE PROJECT IN 2014. |
| SCHEDULE K, PART II, COLUMN B, LINE 3 | THE ADDITIONAL $54,227 IN PROCEEDS REPRESENTS INTEREST EARNED FROM THE DATE OF ISSUE THROUGH MAY, 2018. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | CFO FULLY REVIEWS THE 990. IT IS SENT TO THE BOARD FINANCE COMMITTEE FOR THEIR REVIEW. CFO MEETS WITH THE COMMITTEE TO DISCUSS THE 990 AND RECEIVES APPROVAL TO FILE. PRIOR TO FILING, THE 990 IS PROVIDED TO THE FULL BOARD FOR THEIR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS AND OFFICERS COMPLETE A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR THE CEO, A COMPENSATION STUDY IS PERFORMED EVERY THREE YEARS BY A CONSULTANT AND PROVIDED TO THE EXECUTIVE COMMITTEE FOR REVIEW/ACTION. IN THE INTERVENING YEARS, A LESS FORMAL STUDY IS DONE BY A CONSULTANT. THE CONSULTANT COMPARES TO OTHERS IN THE AREA, THE STATE AND NATIONWIDE. THIS REVIEW WAS LAST PERFORMED IN 2017. FOR OTHER OFFICERS AND KEY EMPLOYEES, THE ORGANIZATION HAS A CONSULTANT PERFORM A STUDY EVERY THREE YEARS ON ALL POSITIONS; THIS INCLUDES A FOCUSED REPORT ON OTHER OFFICERS/KEY EMPLOYEES TO ENSURE EXTERNAL COMPETIVENESS. THE LAST FULL REVIEW WAS COMPLETED IN JANUARY 2017 AND A MARKET UPDATE WAS PROVIDED IN MARCH 2018. THE RESULTS ARE REPORTED TO THE CEO AND CFO FOR BUDGETING/PLANNING PURPOSES. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE UPON REQUEST. THE ORGANIZATION ALSO POSTS ITS FORM 990 ON EMMA. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, DISCLOSURE STATEMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE BUDGET, QUARTERLY FINANCIAL STATEMENTS, AND THE AUDIT ARE POSTED ON EMMA. |
| FORM 990, PART IX, LINE 11G | OTHER FEES: PROGRAM SERVICE EXPENSES 3,110,280. MANAGEMENT AND GENERAL EXPENSES 955,349. FUNDRAISING EXPENSES 13,808. TOTAL EXPENSES 4,079,437. |
| FORM 990, PART XI, LINE 9: | DEFERRED ACTUARIAL PENSION GAIN 487,437. CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION 209,104. INCREASE IN BENEFICIAL INTEREST IN TEMPORARILY RESTRICTED NET ASSETS 199,909. DEFERRED MARKETING COSTS -331,322. INCREASE IN BENEFICIAL INTEREST IN PERMANENTLY RESTRICTED NET ASSETS 1,000. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER-CANTERBURY OF THE BLUE RIDGE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 PANTOPS MOUNTAIN ROAD | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22911 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541882970 | EIN |
| Primary Activities | PROVIDED FINANCIAL SUPPORT FOR FELLOWSHIP FUNDS | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(3) | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | 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 | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WESTMINSTER CANTERBURY OF THE BLUE RIDGE FOUNDATION | ||
| C | $283,653 | ACTUAL PAYMENT |
| WESTMINSTER CANTERBURY OF THE BLUE RIDGE FOUNDATION | ||
| Q | $253,487 | ACTUAL PAYMENT |
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