WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY FOUNDATION (EIN 54-1666603)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-08-01
- IRS object ID
- 201602149349300900
- Schema version
- 2014v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-01T08:46:11-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST TRADE STREET SUITE 800 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541666603 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 7574961104 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 SHORE DRIVE | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23451 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH F BELVEDERE JR | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7574961104 | PhoneNum |
| Signature | 2016-07-28 | 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 | 2016-07-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | J BENJAMIN UNKLE JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 SHORE DRIVE | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,863,140 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WCBAY.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT THE MISSION OF WESTMINSTER-CANTERBURY OF HAMPTON ROADS, INC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 156 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $925,862 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,164,737 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $897,842 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,440,987 | CYInvestmentIncomeAmt |
| PY Other Revenue | $37,421 | PYOtherRevenueAmt |
| CY Other Revenue | -$36,418 | CYOtherRevenueAmt |
| PY Total Revenue | $1,861,125 | PYTotalRevenueAmt |
| CY Total Revenue | $2,569,306 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $946,557 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $875,232 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $250,997 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $143,480 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $176,175 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $148,058 | PYOtherExpensesAmt |
| CY Other Expenses | $350,784 | CYOtherExpensesAmt |
| PY Total Expenses | $1,345,612 | PYTotalExpensesAmt |
| CY Total Expenses | $1,369,496 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $515,513 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,199,810 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,335,666 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,677,522 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,052,503 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $945,830 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,283,163 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,731,692 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUPPORT THE MISSION OF WESTMINSTER-CANTERBURY OF HAMPTON ROADS, INC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $875,232 | ExpenseAmt |
| Grant | $875,232 | GrantAmt |
| Desc | WESTMINSTER-CANTERBURY FOUNDATION PROVIDED FINANCIAL ASSISTANCE TO APPLICANTS WHO MEET THE ADMISSION REQUIREMENTS AND HAVE SERVED THEIR CHURCH AND/OR COMMUNITY, BUT LACK SUFFICIENT RESOURCES FOR ADMISSION. THE FOUNDATION ALSO PROVIDES FINANCIAL ASSISTANCE FOR RESIDENTS, WHO THROUGH NO FAULT OF THEIR OWN, EXPERIENCE FINANCIAL DIFFICULTIES AND CAN NO LONGER MEET THEIR MONTHLY OBLIGATIONS. DURING THE YEAR, 40 RESIDENTS RECEIVED MONTHLY FEE ASSISTANCE OF $581,068, 1 RESIDENT RECEIVED ENTRANCE FEE ASSISTANCE OF $84,075, AND AN ADDITIONAL $142,023 WAS PAID TO RESIDENTS TO ASSIST WITH MEDICAL AND OTHER MISCELLANEOUS EXPENSES. THE RESIDENT EDUCATION FUND PROVIDES SCHOLARSHIP GRANTS TO EMPLOYEES AND CHILDREN OF EMPLOYEES ENROLLED IN A PROGRAM (USUALLY A DEGREE-GRANTING PROGRAM) AT AN ACCREDITED INSTITUTION OF HIGHER LEARNING. DURING THE YEAR, SCHOLARSHIP GRANTS TOTALING $68,066 WERE AWARDED TO 41 RECIPIENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $94,142 | ExpenseAmt |
| Desc | WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY FOUNDATION HOLDS SEVERAL DIFFERENT FUNDS SUCH AS THE EMPLOYEE EMERGENCY FUND, THE CHAPEL FUND, THE LIBRARY FUND, ETC. THESE FUNDS ARE USED TO PROVIDE SERVICES TO THE RESIDENTS AND EMPLOYEES. CONTRIBUTIONS ARE COLLECTED AND THE FUNDS ARE HELD FOR EXPENDITURES RELATED TO THESE FUNDS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $150,125 | ExpenseAmt |
| Desc | WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY FOUNDATION CHAMPIONED THE BIRDSONG INITIATIVE, A STUDY TO SHOW THAT ENGAGEMENT WITH BEDSIDE COMPUTERS CAN HAVE A POSITIVE IMPACT ON QUALITY OF LIFE. RESEARCHERS FOUND A CLINICALLY SIGNIFICANT DECREASE IN UTILIZATION OF THE MEDICATION FOR THOSE USING TOUCH-SCREEN COMPUTERS WITH AN INTERFACE TAILORED TO THE INTERESTS AND ABILITIES OF EACH RESIDENT. THE TECHNOLOGY ALSO POSITIVELY AFFECTED BEHAVIORAL EPISODES, STRESS, AND DEPRESSION, AND EVEN CAUSED USERS TO REGAIN SOME COGNITIVE FUNCTION. THE STUDY WAS CONDUCTED AMONG RESIDENTS IN OUR HOY NURSING CARE CENTER IN CONJUNCTION WITH EASTERN VIRGINIA MEDICAL SCHOOL AND VIRGINIA WESLEYAN COLLEGE. THE BIRDSONG INITIATIVE IS THE FIRST IN WHAT WE PLAN TO BE ONGOING WORK WITH ACADEMIA TO LOOK AT NEW WAYS TO IMPROVE AGING FOR INDIVIDUALS AND FAMILIES LOCALLY AND NATIONALLY. OUR HOPE IS TO HAVE MORE STUDIES IN THE FUTURE THAT FOCUS ON A WIDE VARIETY OF INNOVATIVE CARE DELIVERY OPPORTUNITIES WITH THE GOAL OF PROMOTING NOT ONLY LONGER, BUT ALSO BETTER LIVES BY LEVERAGING THE POWER OF STAYING ENGAGED MENTALLY AND PHYSICALLY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,119,499 | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 44 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 | 0 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH F BELVEDERE JR CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7574961104 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 SHORE DRIVE | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23451 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| RICHARD B THURMOND | |||||||
| DIRECTOR, CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN A LYNN | |||||||
| DIRECTOR, VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HENRY WATTS | |||||||
| DIRECTOR, SECRETARY / TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD C BURROUGHS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES STONE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUE BIRDSONG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE KYLE WILLAMS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| YVONNE S BROWN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN K CRENSHAW | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID M LIMROTH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOY D SAVAGE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM ALEXANDER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK CLEMENTS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILLY FOSTER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FREDERIC R WALKER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS C KYRUS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA GORNTO | |||||||
| DIRECTOR, EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWIN KELLAM JR | |||||||
| DIRECTOR, EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD P KERN | |||||||
| DIRECTOR, EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALVIN A WALL | |||||||
| DIRECTOR, EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J BENJAMIN UNKLE JR | |||||||
| PRESIDENT/CEO | 1.00 | Yes (X) | $0 | $426,905 | $70,616 | 40.00 | |
| DANIEL J NIMON | |||||||
| VP OF HEALTH AND RESIDENT SVCS / ASSISTANT SECRETA | 1.00 | Yes (X) | $0 | $216,591 | $46,042 | 40.00 | |
| JOSEPH F BELVEDERE JR | |||||||
| CFO/ASSISTANT TREASURER | 1.00 | Yes (X) | $0 | $226,478 | $44,840 | 40.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $869,974 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $161,498 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $103,896 | FundraisingAmt |
| All Other Contributions | $1,060,841 | AllOtherContributionsAmt |
| Noncash Contributions | $201,081 | NoncashContributionsAmt |
| Total Contributions | $1,164,737 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $306,822 | TotalRevenueColumnAmt |
| Exclusion | $306,822 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,388,246 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,254,081 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,134,165 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,134,165 | TotalRevenueColumnAmt |
| Exclusion | $1,134,165 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $3,335 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $103,896 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $39,753 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$36,418 | TotalRevenueColumnAmt |
| Exclusion | -$36,418 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,569,306 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,404,569 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $875,232 | TotalAmt |
| Program Services | $875,232 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,480 | TotalAmt |
| Fundraising | $143,480 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,062 | TotalAmt |
| Management And General | $2,062 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,686 | TotalAmt |
| Management And General | $65,686 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,778 | TotalAmt |
| Management And General | $1,778 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,161 | TotalAmt |
| Management And General | $4,161 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,186 | TotalAmt |
| Fundraising | $1,186 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PROGRAM SERVICES EXP | $244,267 | $244,267 | ||
| FUNDRAISING EXPENSES | $31,509 | $31,509 | ||
| MANAGEMENT & GENERAL | $135 | $135 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,369,496 | TotalAmt |
| Program Services | $1,119,499 | ProgramServicesAmt |
| Management And General | $73,822 | ManagementAndGeneralAmt |
| Fundraising | $176,175 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $784,594 | BOYAmt |
| EOY | $483,647 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,250 | BOYAmt |
| EOY | $128,560 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,433,822 | BOYAmt |
| EOY | $11,065,315 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,335,666 | BOYAmt |
| EOY | $11,677,522 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,104 | BOYAmt |
| EOY | $53,817 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,000 | BOYAmt |
| EOY | $10,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,015,399 | BOYAmt |
| EOY | $882,013 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,052,503 | BOYAmt |
| EOY | $945,830 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $684,749 | BOYAmt |
| EOY | $761,463 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,352,898 | BOYAmt |
| EOY | $8,741,971 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,245,516 | BOYAmt |
| EOY | $1,228,258 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,283,163 | BOYAmt |
| EOY | $10,731,692 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,335,666 | BOYAmt |
| EOY | $11,677,522 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,199,810 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,710,424 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$40,857 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER CANTERBURY OF HAMPTON ROADS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541071734 | EIN |
| Organization Type | 9 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
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 | $1,289,113 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$260,660 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,028,453 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,269,221 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $19,892 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,289,113 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,221,372 | BeginningYearBalanceAmt |
| Contributions | $515 | ContributionsAmt |
| Investment Earnings Or Losses | $47,334 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,269,221 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,177,721 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $43,651 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,221,372 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,316,553 | BeginningYearBalanceAmt |
| Contributions | $410 | ContributionsAmt |
| Investment Earnings Or Losses | -$139,242 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,177,721 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS | Desc |
| Book Value | $11,065,315 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $11,065,315 | TotalBookValueProgramRltdAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO SUPPORT THE MISSION OF WESTMINSTER-CANTERBURY OF HAMPTON ROADS, INC. |
| PART X, LINE 2: | WESTMINSTER-CANTERBURY OF HAMPTON ROADS FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE FOUNDATION FILES AS A TAX-EXEMPT ORGANIZATION. SHOULD ANY STATUS BE CHALLENGED IN THE FUTURE, THE 2012, 2013 AND 2014 TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE TAX-EXEMPT STATUS OF THE FOUNDATION. MANAGEMENT IS NOT AWARE OF ANY SIGNIFICANT ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES FOR THE FOUNDATION. THE FOUNDATION 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 CORPORATION'S FINANCIAL STATEMENTS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $72,356 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $69,021 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $3,335 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $3,335 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $9,435 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $8,495 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $2,174 | OtherDirectExpensesEvent1Amt |
| Event2 | CELEBRITY CHEF | Event2Nm |
| Gross Receipts Event2 | $22,375 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $22,375 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $9,232 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $12,500 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $12,500 | CharitableContriOtherEventsAmt |
| Food And Beverage Other Events | $7,082 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $107,231 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $103,896 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $3,335 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $3,335 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,435 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $15,577 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,406 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $39,753 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$36,418 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FELLOWSHIP ASSISTANCE FOR ENTRANCE FEES, MONTHLY FEES, MEDICAL FEES, AND OTHER ASSISTANCE. | 39 | $807,166 |
| SCHOLARSHIP GRANTS TO EMPLOYEES AND IMMEDIATE FAMILY MEMBERS OF EMPLOYEE ENROLLED IN AN ACCREDITED INSTITUTION OF HIGHER LEARNING OR A TECHNICAL SCHOOL. | 41 | $68,066 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROSPECTIVE RESIDENTS REQUESTING ENTRANCE FEE AND/OR MONTHLY FEE ASSISTANCE TO MOVE INTO WESTMINSTER-CANTERBURY MUST COMPLETE THE APPLICATION PACKAGE, WHICH INCLUDES A CONFIDENTIAL FINANCIAL STATEMENT. USING THE SUBMITTED CONFIDENTIAL FINANCIAL STATEMENT AND ACTUARIAL SOFTWARE, THE CONTROLLER CALCULATES THE FUTURE FINANCIAL NEEDS OF PROSPECTIVE RESIDENTS AND MAKES A RECOMMENDATION FOR FINANCIAL ASSISTANCE TO THE CFO. THE CFO AND THE FELLOWSHIP ASSISTANCE COMMITTEE MAKE THE FINAL DECISIONS TO AWARD FINANCIAL ASSISTANCE BASED ON NEED AND AVAILABILITY OF FUNDING. CURRENT RESIDENTS REQUESTING MONTHLY FEE ASSISTANCE TO MEET THEIR ROUTINE NEEDS MUST COMPLETE A CURRENT FINANCIAL STATEMENT, WHICH IS REVIEWED BY THE CFO. AFTER REVIEW, A DETERMINATION IS MADE WHETHER TO AWARD MONTHLY FEE ASSISTANCE BASED ON NEED AND AVAILABILITY OF FUNDING. MEDICAL AND OTHER ASSISTANCE IS AWARDED ON AN AS NEEDED BASIS BASED ON AVAILABILITY OF FUNDING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| J BENJAMIN UNKLE JR | ||||||||||||||
| PRESIDENT/CEO | $0 | $291,381 | $0 | $104,887 | $0 | $30,637 | $0 | $33,100 | $0 | $37,516 | $0 | $497,521 | $0 | $0 |
| DANIEL J NIMON | ||||||||||||||
| VP OF HEALTH AND RESIDENT SVCS / ASS | $0 | $168,554 | $0 | $46,780 | $0 | $1,257 | $0 | $13,468 | $0 | $32,574 | $0 | $262,633 | $0 | $0 |
| JOSEPH F BELVEDERE JR | ||||||||||||||
| CFO/ASSISTANT TREASURER | $0 | $174,999 | $0 | $32,640 | $0 | $18,839 | $0 | $11,915 | $0 | $32,925 | $0 | $271,318 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1B | APPROVED EXPENSE REPORT ALONG WITH SUPPORTING RECEIPTS MUST BE SUBMITTED PRIOR TO REIMBURSEMENT. |
| PART I, LINE 3 | THE POLICY OF THE ORGANIZATION IS TO SET COMPENSATION AT MARKET PAY FOR ALL EMPLOYEES WHO ARE FULLY COMPETENT IN THEIR POSITIONS. MARKET PAY IS DETERMINED BY INDEPENDENT, OUTSIDE EXPERTS. ADDITIONALLY, A SUBSTANTIAL PORTION OF THE PRESIDENT AND CEO'S COMPENSATION IS AT-RISK PAY LINKED TO SPECIFIC GOALS AND RESULTS. ADDITIONALLY, THE BOARD PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR THE CEO TO ENCOURAGE RETENTION. TO DETERMINE COMPENSATION FOR THE PRESIDENT AND CEO, THE BOARD'S EXECUTIVE COMMITTEE, ACTING AS A PERSONNEL COMMITTEE, ENGAGES AN INDEPENDENT CONSULTANT WHO SPECIALIZES IN EXECUTIVE COMPENSATION. THE INDEPENDENT CONSULTANT PROVIDES THE EXECUTIVE COMMITTEE COMPENSATION DATA REPRESENTING COMPARABLE POSITIONS IN ORGANIZATIONS OF SIMILAR INDUSTRIES WITH SIMILAR REVENUE AND BUDGET SIZE. THE EXECUTIVE COMMITTEE USES THIS INFORMATION AND THE RECOMMENDATIONS OF THE INDEPENDENT CONSULTANT AS A BASIS FOR SETTING COMPENSATION. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $201,081 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS REPRESENTS THE COUNT OF DIFFERENT STOCKS THAT WERE DONATED THROUGHOUT THE YEAR. IT DOES NOT REPRESENT THE NUMBER OF SHARES, BUT RATHER, THE NUMBER OF INSTANCES IN WHICH STOCK, FROM AN INDIVIDUAL COMPANY, WAS DONATED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY MANAGEMENT AND A COPY OF THE RETURN, SUBSEQUENT TO THAT REVIEW, IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12 | INDIVIDUALS WHO SERVE ON THE BOARD OF DIRECTORS ARE ASKED TO READ OUR CONFLICT OF INTEREST POLICY AND COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. IF ANY POTENTIAL CONFLICTS ARE DISCLOSED IN THE ANNUAL QUESTIONNAIRE, THE SITUATION IS REVIEWED WITH THE PRESIDENT AND THE CHAIR OF THE BOARD. IF NECESSARY, BOARD MEMBERS RECUSE THEMSELVES FROM VOTING IF THERE IS A POSSIBILITY OF A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE POLICY OF THE ORGANIZATION IS TO SET COMPENSATION AT MARKET PAY FOR ALL EMPLOYEES WHO ARE FULLY COMPETENT IN THEIR POSITIONS. MARKET PAY IS DETERMINED BY INDEPENDENT, OUTSIDE EXPERTS. ADDITIONALLY, A SUBSTANTIAL PORTION OF THE PRESIDENT AND CEO'S COMPENSATION IS AT-RISK PAY LINKED TO SPECIFIC GOALS AND RESULTS. ADDITIONALLY, THE BOARD PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR THE CEO TO ENCOURAGE RETENTION. TO DETERMINE COMPENSATION FOR THE PRESIDENT AND CEO, THE BOARD'S EXECUTIVE COMMITTEE, ACTING AS A PERSONNEL COMMITTEE, ENGAGES AN INDEPENDENT CONSULTANT WHO SPECIALIZES IN EXECUTIVE COMPENSATION. THE INDEPENDENT CONSULTANT PROVIDES THE EXECUTIVE COMMITTEE COMPENSATION DATA REPRESENTING COMPARABLE POSITIONS IN ORGANIZATIONS OF SIMILAR INDUSTRIES WITH SIMILAR REVENUE AND BUDGET SIZE. THE EXECUTIVE COMMITTEE USES THIS INFORMATION AND THE RECOMMENDATIONS OF THE INDEPENDENT CONSULTANT AS A BASIS FOR SETTING COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND WITHIN THE FACILITY'S LIBRARY. |
| FORM 990, PART XI, LINE 9: | CHANGE IN ESTIMATED VALUE OF DEFERRED ANNUITY OBLIGATIONS 27,413. NET ASSETS RELEASED FROM RESTRICTIONS -68,270. |
| PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE BALLENTINE HOME CORPORATION | ||||||||||
| 3100 SHORE DRIVE | VIRGINIA BEACH | VA | 23505 | 541327568 | SERVICES TO THE ELDERLY | VA | 501(C)(3) | 509(A)(2) | N/A | 0 |
| WESTMINSTER-CANTERBURY OF HAMPTON ROADS INC | ||||||||||
| 3100 SHORE DRIVE | VIRGINIA BEACH | VA | 23451 | 541071734 | SERVICES TO THE ELDERLY | VA | 501(C)(3) | 509(A)(2) | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 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 | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER CANTERBURY OF HAMPTON ROADS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionTypeTxt |
| Involved | $875,232 | InvolvedAmt |
| Method Of Amount Determination | FELLOWSHIP ASSIST. - SEE PART VII | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V LINE II | FormAndLineReferenceDesc |
| Explanation | DURING THE YEAR, THE FOUNDATION PROVIDED PAYMENTS TO WESTMINSTER CANTERBURY IN THE FORM OF FELLOWSHIP ASSISTANCE FOR RESIDENTS OF WESTMINSTER CANTERBURY WHO WERE UNABLE TO PAY THEIR ENTRANCE FEES, MONTHLY FEES, AND MEDICAL FEES. THE FOUNDATION ALSO PROVIDED SCHOLARSHIP GRANTS TO EMPLOYEES OF WESTMINSTER CANTERBURY AND THEIR IMMEDIATE FAMILY ENROLLED IN AN ACCREDITED INSTITUTION OF HIGHER LEARNING OR A TECHNICAL SCHOOL. | ExplanationTxt |
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