2019-05-10T07:21:51-05:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2017-07-01 521447069 WESTMINSTER-CANTERBURY OF THE BLUE RIDGE WEST 4349723170 250 PANTOPS MOUNTAIN RD CHARLOTTESVILLE VA 22911 GARY B SELMECZI PRESIDENT AND CEO 4349723170 2019-04-17 1 JOHN NORMAN P01506766 7049985200 2019-04-17 67.137.57.251 2019-04-17 16:08:50 ED P B59B1843968544A18F89CBE3DCE446A2629E2608 EEEA1E556E982604280D7ED484BC075E8DEB7A72 2017 2019-02-21 02:37:17Z GARY B SELMECZI 250 PANTOPS MOUNTAIN RD CHARLOTTESVILLE VA 22911 38338572 0 X WWW.WESTMINSTERCANTERBURY.ORG X 1985 VA PROVIDE HEALTH CARE, HOUSING AND RELATED SERVICES TO THE ELDERLY THROUGH THE OPERATION OF A CCRC. 16 16 446 272 0 0 0 466647 34835361 36307693 1783011 944227 581302 620005 37199674 38338572 0 0 0 0 13009259 14617877 0 0 0 20245283 20699561 33254542 35317438 3945132 3021134 188604239 192971349 184763994 184265505 3840245 8705844 X 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. 0 0 27259342 36927698 DURING FISCAL YEAR 2018, WCBR PROVIDED HOUSING, HEALTH CARE, ACTIVITIES, MEALS AND OTHER SERVICES FOR AN AVERAGE OF 447 INDIVIDUALS WHO ARE TYPICALLY AGE 62 OR OLDER. WCBR HAS 276 INDEPENDENT LIVING ACCOMMODATIONS. RESIDENCES RANGE FROM 700 SQUARE FEET APARTMENTS TO OVER 2,400 SQUARE FEET COTTAGES WITH TWO CAR GARAGES. THE AVERAGE NUMBER OF OCCUPIED UNITS IN FY18 WAS 263 (95%) WITH AN ADDITIONAL 107 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. 27259342 1 1 0 0 0 0 1 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 46 0 446 1 0 0 0 0 1 1 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X WESTMINSTER-CANTERBURY OF THE BLUE RIDGE 4349723170 250 PANTOPS MOUNTAIN RD CHARLOTTESVILLE VA 22911 ROBERT W TUCKER JR VICE-CHAIR 1.00 X X 0 0 0 BARBARA G MCMURRY TRUSTEE 1.00 X 0 0 0 KATHERINE F WILLARD TRUSTEE 1.00 X 0 0 0 LEONE CIPORN TRUSTEE 1.00 X 0 0 0 DEBORAH C DESMOND TRUSTEE 1.00 X 0 0 0 PAMELA FITZGERALD TRUSTEE 1.00 X 0 0 0 DENNIS S ROOKER SECRETARY 1.00 X X 0 0 0 ALLISON M AGARWAL TRUSTEE 1.00 X 0 0 0 JAMES A AVERY TRUSTEE 1.00 X 0 0 0 DAVID M OAKLAND TRUSTEE 1.00 X 0 0 0 ANNA D BUCHANAN TREASURER 1.00 X X 0 0 0 DAVID W BARTON TRUSTEE 1.00 X 0 0 0 DAVID MALONEY CHAIRMAN 2.00 X X 0 0 0 MICHELLE HEREFORD TRUSTEE 1.00 X 0 0 0 J BRIAN JACKSON TRUSTEE 1.00 X 0 0 0 GARY B SELMECZI CEO/PRESIDENT 40.00 X 432483 0 43990 MARY P CLEMENTS FORMER CFO/ASST TREASURER 40.00 X 211293 0 10994 JOSEPH A GIRARDI CFO/ASST TREASURER 40.00 X 53308 0 2695 JOSIAH OSBORN HEALTHCARE ADMINISTRATOR 40.00 X 111735 0 4967 FRANCES BROWN RN 40.00 X 108690 0 7341 G THERESA THOMAS FORMER FACILITY SERVICES DIRECTOR 40.00 X 139609 0 6904 FREDERICK VAN HOOSE FORMER DIRECTOR IT 40.00 X 112953 0 6803 1170071 0 83694 6 0 1 0 ABRAHAMSE & COMPANY 325 WINDING RIVER LANE SUITE 202 CHARLOTTESVILLE VA 22911 APARTMENT AND COTTAGE RENOVATIONS 4447637 SFCS INC 305 S JEFFERSON STREET ROANOKE VA 24011 CONSTRUCTION CONSULTING 711301 GENESIS REHABILITATION SERVICES PO BOX 821322 PHILADELPHIA PA 19182 PT, OT, AND ST THERAPY 675111 CII SERVICE 6767 FOREST HILL AVE SUITE 100 RICHMOND VA 23225 HVAC 539411 JAMES RIVER GROUNDS MGT 11008 WASHINGTON HIGHWAY GLEN ALLEN VA 23059 LANDSCAPING MAINTENANCE 316305 17 466647 466647 PROGRAM REVENUE 623000 36090563 36090563 OTHER RESIDENTIAL SERVICES 623000 217130 217130 36307693 643919 643919 300308 0 300308 300308 300308 MISCELLANEOUS 900000 428656 428656 EXPENSE REIMBURSEMENT FROM FOUNDA 623000 191349 191349 620005 38338572 36927698 0 944227 1170071 1170071 10105336 9277262 828074 946244 946244 1572418 1310927 261491 823808 700802 123006 139677 139677 115025 115025 58697 58697 2401222 2008663 392559 487127 487127 160382 160382 1433 1433 2569530 2569530 126475 126475 2438956 2438956 8059814 8059814 204892 204892 FOOD 1470241 1470241 PROGRAM SUPPLIES 995103 995103 THERAPY EXPENSE 662291 662291 REPAIRS AND MAINTENANCE 393983 393983 414713 204709 210004 35317438 27259342 8058096 0 6365799 2455227 321614 426804 280207 136095 189673 213062871 79192442 133911977 133870429 32297671 39291260 15571083 16457749 188604239 192971349 2249529 4245303 70934236 72107042 76527037 73158614 35053192 34754546 184763994 184265505 X -5357458 -561383 8237860 8306859 959843 960368 3840245 8705844 188604239 192971349 X 3021134 1437323 407142 X X 0 1 X 1 0 X 3000 466647 469647 27417980 29590356 31664901 34835361 36307693 159816291 27417980 29590356 31667901 34835361 36774340 160285938 0 6103099 12860571 18963670 6103099 12860571 18963670 141322268 295537 208988 511743 319720 643919 1979907 295537 208988 511743 319720 643919 1979907 515299 669067 525437 581302 620005 2911110 28228816 30468411 32705081 35736383 38038264 165176955 0.85560 0.85010 0.01200 0.01030 X X 1 17.00 1 1 0 959843 525 960368 402554 557289 959843 402454 100 402554 402204 50 402454 400229 2175 402204 1.00000 0 1 1 3710374 3710374 186359517 66673669 119685848 18330114 10695093 7635021 4662866 1823680 2839186 133870429 INVESTMENTS 36950406 F ASSETS LIMITED AS TO USE 2340854 F 39291260 DEPOSITS 691148 DEFERRED MARKETING COSTS 331322 INTEREST IN FOUNDATION 15131688 PENSION ASSET 303591 16457749 DEPOSITS 185000 INTEREST PAYABLE 590340 OTHER LIABILITIES 131435 ENTRY FEE REFUNDABLE 33834542 CAPITAL LEASE PAYABLE 13229 34754546 X PART II, LINE 9: THE ORGANIZATION AGREED TO SET ASIDE 17 ACRES FOR NON DEVELOPMENT AS A CONDITION OF SITE PLAN APPROVAL WITH THE COUNTY OF ALBEMARLE. IT IS ONLY REPORTED ON FORM 990 AND AS A NATURE TRAIL IN OUR DOCUMENTS. 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. 1 X X X X 1 1 1 0 0 0 0 0 0 GARY B SELMECZI CEO/PRESIDENT 300000 0 75000 0 57483 0 42700 0 1290 0 476473 0 54375 0 MARY P CLEMENTS FORMER CFO/ASST TREASURER 148323 0 0 0 62970 0 9492 0 1502 0 222287 0 52487 0 PART I, LINES 4A-C GARY B. SELMECZI DEFERRED $18,700 UNDER A 457(F) PLAN AND RECEIVED PAYMENTS FROM THE PLAN TOTALLING $54,375. MARY CLEMENTS RECEIVED A 457 PLAN PAYMENT OF $10,043 AND SEVERANCE PAY OF $52,487. G. THERESA THOMAS RECEIVED SEVERANCE PAY OF $50,000. A ECONOMICAL DEVELOPMENT AUTHORITY OF ALBERMARLE COUNTY VIRGINIA 521297503 01266WAK2 2012-12-12 38265602 BUILD NEW INDEPENDENT LIVING AND RENOVATIONS 0 0 0 B ECONOMIC DEVELOPMENT AUTHORITY OF ALBEMARLE COUNTY VIRGINIA 521297503 NONEAVAIL 2016-06-29 20000000 REFINANCE 2015 DEBT & NEW MONIES FOR CAPITAL PROJECTS 0 0 0 C ECONOMIC DEVELOPMENT AUTHORITY OF ALBEMARLE COUNTY VIRGINIA 521297503 NONEAVAIL 2016-10-01 39500000 REFINANCE SERIES 2007 BONDS 0 0 0 A 18902405 38332405 1200084 1744327 765312 493734 39001535 2014 0 0 0 1 B 1161373 20000000 753503 14810761 4435736 1 0 0 1 C 3232243 39500000 283637 39216363 2012 1 0 0 1 A 0 1 1 1 0 0.01000 0.01000 1 0 1 B 0 1 1 1 0 0.01000 0.01000 1 0 1 C 0 1 1 1 0 0.01000 0.01000 1 0 1 A 0 0 0 1 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES FINANCE COMMITTEE REVIEWED THE FORM 990 AND THE FORM WAS SENT TO THE ENTIRE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD IS ASKED TO FILL OUT A CONFLICT OF INTEREST FORM AT THE BEGINNING OF EACH BOARD YEAR. 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. FOR ALL OTHER EMPLOYEES OF THE ORGANIZATION, A STUDY IS PERFORMED EVERY THREE YEARS BY A CONSULTANT. THE STUDY EVALUATES LIKE POSITIONS AGAINST THE MARKET TO ENSURE EXTERNAL COMPETITIVENESS. THIS REVIEW WAS LAST PERFORMED IN 2016. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONCLICT OF INTEREST POLICY, DISCLOSURE STATEMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE BUDGET, MONTHLY FINANCIAL STATEMENTS, AND THE AUDIT ARE POSTED ON EMMA. FORM 990, PART XI, LINE 9: LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT -540,064. DEFERRED ACTUARIAL PENSION GAIN 357,530. CHANGE IN BENEFICIAL INTEREST IN NA OF FOUNDATION 520,152. TEMPORARILY RESTRICTED NA 68,999. INCREASE IN PERMANENTLY RESTRICTED NET ASSETS 525. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. WESTMINSTER-CANTERBURY OF THE BLUE RIDGE FOUNDATION 250 PANTOPS MOUNTAIN ROAD CHARLOTTESVILLE VA 22911 541882970 PROVIDED FINANCIAL SUPPORT FOR FELLOWSHIP FUNDS VA 501(C)(3) 509(A)(3) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 WESTMINSTER CANTERBURY OF THE BLUE RIDGE FOUNDATION C 466647 ACTUAL PAYMENT WESTMINSTER CANTERBURY OF THE BLUE RIDGE FOUNDATION Q 191349 ACTUAL PAYMENT