2017-08-10T15:17:48-05:00 2016-09-30 410746749 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990 2015-10-01 541552745 THE GLEBE OF RICHMOND INC GLEB 8042646000 1600 WESTBROOK AVENUE RICHMOND VA 232273337 W RUSSELL GARDNER CFO 8042646000 2017-08-10 1 JUDY DALEY P01294075 6179848100 2017-05-31 2015 2021-01-29 14:40:06Z W RUSSELL GARDNER 1600 WESTBROOK AVENUE RICHMOND VA 232273337 640465 0 X WWW.WCRICHMOND.ORG X 1990 VA OPERATE AND MAINTAIN A HOUSING FACILITY FOR AGING ADULTS. 17 17 0 17 0 0 0 0 654418 640465 0 0 0 0 654418 640465 0 0 0 0 0 0 0 0 0 477797 297601 477797 297601 176621 342864 3348839 3516622 2908479 2733398 440360 783224 AS 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. 0 0 228831 640465 INDEPENDENT LIVING - OPERATE AND MAINTAIN AN INDEPENDENT LIVING FACILITY FOR AGING ADULTS. THE ORGANIZATION PROVIDES INDEPENDENT LIVING SERVICES WITH ON-SITE LIFE CARE SERVICES, CLINICS FOR ROUTINE CARE, VISITING SPECIALISTS, AS WELL AS A PHARMACY FOR ITS RESIDENTS. 228831 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X JAMES HOLMES - CONTROLLER 8042646000 1600 WESTBROOK AVENUE RICHMOND VA 232273337 BETSY A BLAIR CHAIR (AS OF 01/2016) 1.00 3.00 X 0 0 0 MARK M GORDON CHAIR (THRU 12/2015) 1.00 3.00 X 0 0 0 HOWARD J KIES VICE CHAIR (AS OF 01/2016) 1.00 3.00 X 0 0 0 RUSSELL T AARONSON TRUSTEE 1.00 3.00 X 0 0 0 REV LOUISE BLANCHARD TRUSTEE (THRU 12/2015) 1.00 3.00 X 0 0 0 DAVID E CONSTINE TRUSTEE 1.00 3.00 X 0 0 0 MARGARET T CORWIN TRUSTEE 1.00 3.00 X 0 0 0 PATRICIA B CUSHNIE TRUSTEE 1.00 3.00 X 0 0 0 THE REV ALEX EVANS TRUSTEE (AS OF 01/2016) 1.00 3.00 X 0 0 0 RENEE B FAIN TRUSTEE 1.00 3.00 X 0 0 0 MARK S HEDBERG TRUSTEE 1.00 3.00 X 0 0 0 THOMAS JEFFERSON TRUSTEE (THRU 12/2015) 1.00 3.00 X 0 0 0 SIDNEY R JONES MD TRUSTEE (AS OF 01/2016) 1.00 3.00 X 0 0 0 BRUCE A KAY TRUSTEE (THRU 12/2015) 1.00 3.00 X 0 0 0 STEPHANIE P NEAL TRUSTEE (AS OF 01/2016) 1.00 3.00 X 0 0 0 JEAN L OAKEY TRUSTEE 1.00 3.00 X 0 0 0 CULLEN B RIVERS MD TRUSTEE (AS OF 01/2016) 1.00 3.00 X 0 0 0 ANTHONY M SPENSIERI MD TRUSTEE 1.00 3.00 X 0 0 0 DONALD M SWITZ TRUSTEE 1.00 3.00 X 0 0 0 HERBERT B THOMSPON TRUSTEE 1.00 3.00 X 0 0 0 ARCHIBALD WALLACE III TRUSTEE 1.00 3.00 X 0 0 0 JOHN BURNS CEO 2.00 48.00 X 0 150154 11733 W RUSSELL GARDNER CFO & VP 1.00 49.00 X 0 265678 32494 WILLIAM BLACKWELL VICE PRESIDENT 0.00 50.00 X 0 181137 24948 ROBERT COX VICE PRESIDENT 2.00 48.00 X 0 197785 50087 MARY HAWLEY VICE PRESIDENT 0.00 50.00 X 0 154675 24773 GAYLE HAGLUND DIR. OF RESOURCE DEVELOPMENT 0.00 50.00 X 0 119561 20575 SHARON POZNANCZYK DIRECTOR OF NURSING 0.00 50.00 X 0 138564 22294 JAMES HOLMES CONTROLLER 2.00 48.00 X 0 138072 17376 THOMPSON PYLE DIRECTOR OF DINING 0.00 50.00 X 0 122468 22138 ROBERT MANN IT MANAGER 0.00 50.00 X 0 111146 22222 ELIZABETH LEYS NURSE MANAGER 0.00 50.00 X 0 110992 18783 DONALD LECKY FORMER CEO (UNTIL 09/2015) 0.00 0.00 X 0 410667 58948 0 2100899 326371 0 1 1 0 0 RESIDENT SERVICES INCOME 532000 640465 640465 640465 640465 640465 0 0 68770 68770 3136 3136 54287 54287 134550 134550 MAINTENANCE & REPAIRS 34661 34661 SALES & USE TAX 2197 2197 297601 228831 68770 0 2586683 2127196 566199 459487 2782640 3057135 3348839 3516622 24805 26497 1484471 1146130 1399203 1560771 2908479 2733398 X 440360 783224 440360 783224 3348839 3516622 342864 0 X X 0 1 X 1 0 X 447074 487489 508666 654418 640465 2738112 447074 487489 508666 654418 640465 2738112 0 0 0 2738112 200 25 225 447074 487689 508691 654418 640465 2738337 0.99990 0.99990 0.00000 X 193000 193000 1459884 1385341 74543 620593 433860 186733 58097 56381 1716 255109 251614 3495 459487 DUE FROM AFFILIATES 3057135 3057135 REFUNDABLE ADVANCE FEES 1266768 DUE TO AFFILIATES 294003 1560771 X PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION IS IN RECEIPT OF FAVORABLE IRS DETERMINATION LETTERS WITH RESPECT TO THE TAX-EXEMPT STATUS OF THE ENTITY. SECTION 58-12.35 OF THE CODE OF VIRGINIA SPECIFICALLY EXEMPTS THE PROPERTY OF THE ORGANIZATION ONLY FROM STATE AND LOCAL TAXATION. THE ORGANIZATION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THIS STANDARD DOES NOT HAVE A SIGNIFICANT IMPACT ON THE FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 JOHN BURNS CEO 0 100154 0 50000 0 0 0 985 0 10748 0 161887 0 0 W RUSSELL GARDNER CFO & VP 0 238863 0 26815 0 0 0 14401 0 18093 0 298172 0 0 WILLIAM BLACKWELL VICE PRESIDENT 0 165289 0 15848 0 0 0 8398 0 16550 0 206085 0 0 ROBERT COX VICE PRESIDENT 0 174883 0 22902 0 0 0 33215 0 16872 0 247872 0 0 MARY HAWLEY VICE PRESIDENT 0 141043 0 13632 0 0 0 8714 0 16059 0 179448 0 0 SHARON POZNANCZYK DIRECTOR OF NURSING 0 125888 0 12676 0 0 0 6520 0 15774 0 160858 0 0 JAMES HOLMES CONTROLLER 0 126060 0 12012 0 0 0 7442 0 9934 0 155448 0 0 DONALD LECKY FORMER CEO (UNTIL 09/2015) 0 353265 0 57402 0 0 0 38800 0 20148 0 469615 0 0 PART I, LINE 3 AN OUTSIDE COMPANY IS ENGAGED EACH YEAR TO LOOK AT ALL EMPLOYEES' COMPENSATION PACKAGES, INCLUDING THE CEO'S. THE ORGANIZATION AND COMPENSATION COMMITTEE OF THE BOARD REVIEWS THE RECOMMENDATIONS OF THE OUTSIDE COMPANY. PART I, LINE 1A: DURING THE PERIOD, THE FOLLOWING INDIVIDUALS (PAID FROM A RELATED NON-PROFIT ORGANIZATION, WESTMINSTER CANTERBURY MANAGEMENT CORPORATION) RECEIVED TAX INDEMNIFICATION AND GROSS UP PAYMENTS: - DONALD D. LECKY, FORMER CEO, RECEIVED $43,914 - ROBERT D. COX, VICE PRESIDENT, RECEIVED $4,213 DAVID E CONSTINE TRUSTEE 46111 ATTORNEY WITH TROUTMAN AND SANDERS. FACILITY ENGAGES TROUTMAN AND SANDERS FOR THEIR LEGAL WORK. MR. CONSTINE HAS NOT BEEN INVOLVED IN ANY LEGAL WORK. 0 MARK S HEDBERG TRUSTEE 89403 ATTORNEY WITH HUNTON WILLIAMS. FACILITY ENGAGES HUNTON WILLIAMS FOR THEIR LEGAL WORK. MR. HEDBERG HAS NOT BEEN INVOLVED IN ANY LEGAL WORK. 0 FORM 990, PART VI, SECTION A, LINE 6 WESTMINSTER-CANTERBURY MANAGEMENT CORPORATION, A RELATED TAX-EXEMPT ORGANIZATION, IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A WESTMINSTER-CANTERBURY MANAGEMENT CORPORATION, A RELATED TAX-EXEMPT ORGANIZATION, IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B GOVERNANCE DECISIONS ARE RESERVED FOR WESTMINSTER-CANTERBURY MANAGEMENT, THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE 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 12C ANNUALLY, THE COMMITTEE MEMBERS FILL OUT A CONFLICT OF INTEREST STATEMENT. IF THERE ARE ANY CONFLICTS THE COMMITTEE MEMBER EXCUSES THEMSELVES FROM ANY PART OF THE DISCUSSION AND VOTE RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 AN OUTSIDE COMPANY IS ENGAGED 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. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED EITHER ITS AUDIT OVERSIGHT PROCESS OR AUDITOR SELECTION PROCESS DURING THE TAX YEAR. WESTMINSTER CANTERBURY FOUNDATION 1600 WESTBROOK AVENUE RICHMOND VA 23227 521189655 PROVIDE FUNDRAISING FOR THE BENEFIT OF A NON PROFIT RETIREMENT COMMUNITY. VA 501(C)(3) LINE 8 WESTMINSTER CANTERBURY MANAGEMENT CORPORATION 0 WESTMINSTER CANTERBURY MANAGEMENT CORPORATION 1600 WESTBROOK AVENUE RICHMOND VA 23227 541553651 PROVIDE MANAGEMENT SERVICES TO WESTMINSTER CANTERBURY CORPORATION. VA 501(C)(3) LINE 11A, I 0 WESTMINSTER CANTERBURY CORPORATION 1600 WESTBROOK AVENUE RICHMOND VA 23227 237162493 OPERATE AND MAINTAIN A CONTINUING CARE RETIREMENT COMMUNITY FOR THE ELDERLY VA 501(C)(3) LINE 9 WESTMINSTER CANTERBURY MANAGEMENT CORPORATION 0 WESTMINSTER CANTERBURY CHILD CARE 1600 WESTBROOK AVENUE RICHMOND VA 23227 541552747 PROVIDE CHILD CARE SERVICES VA 501(C)(3) LINE 9 WESTMINSTER CANTERBURY MANAGEMENT CORPORATION 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0