2016-08-08T15:10:11-05:00 2015-09-30 410746749 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990 2014-10-01 541552745 THE GLEBE OF RICHMOND INC GLEB 8042646000 1600 WESTBROOK AVENUE RICHMOND VA 232273337 W RUSSELL GARDNER CFO 8042646000 2016-08-08 1 JUDY DALEY P01294075 6179848100 2016-08-08 2014 2016-12-15 16:53:06Z W RUSSELL GARDNER 1600 WESTBROOK AVENUE RICHMOND VA 232273337 654418 0 X WWW.WCRICHMOND.ORG X 1990 VA OPERATE AND MAINTAIN A HOUSING FACILITY FOR AGING ADULTS. 18 18 0 22 0 0 0 0 508666 654418 25 0 0 0 508691 654418 0 0 0 0 0 0 0 0 0 262769 477797 262769 477797 245922 176621 3070618 3348839 2806879 2908479 263739 440360 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 410193 654418 HOUSING - OPERATE AND MAINTAIN AN INDEPENDENT LIVING FACILITY FOR AGING ADULTS. 410193 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 18 18 0 0 1 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 DAVID M WILLIAMS CHAIR (UNTIL 12/2014) 1.00 3.00 X 0 0 0 MARK M GORDON VICE CHAIR 1.00 3.00 X 0 0 0 BENJAMIN C ACKERLY TRUSTEE (UNTIL 12/2014) 1.00 3.00 X 0 0 0 CHERYL D MOORE TRUSTEE (UNTIL 12/2014) 1.00 3.00 X 0 0 0 TIMOTHY R HARRIS TRUSTEE (UNTIL 12/2014) 1.00 3.00 X 0 0 0 REV LOUISE BLANCHARD TRUSTEE 1.00 3.00 X 0 0 0 THOMAS JEFFERSON TRUSTEE 1.00 3.00 X 0 0 0 BRUCE A KAY TRUSTEE 1.00 3.00 X 0 0 0 BETSY A BLAIR TRUSTEE 1.00 3.00 X 0 0 0 RENEE B FAIN TRUSTEE 1.00 3.00 X 0 0 0 PATRICIA B CUSHNIE TRUSTEE 1.00 3.00 X 0 0 0 MARK S HEDBERG TRUSTEE 1.00 3.00 X 0 0 0 JEAN L OAKEY TRUSTEE 1.00 3.00 X 0 0 0 ANTHONY M SPENSIERI MD TRUSTEE 1.00 3.00 X 0 0 0 GEORGE K JENNISON TRUSTEE (UNTIL 12/2014) 1.00 3.00 X 0 0 0 ARCHIBALD WALLACE III TRUSTEE 1.00 3.00 X 0 0 0 DAVID E CONSTINE TRUSTEE (AS OF 01/2015) 1.00 3.00 X 0 0 0 HERBERT B THOMSPON TRUSTEE (AS OF 01/2015) 1.00 3.00 X 0 0 0 DONALD M SWITZ TRUSTEE (AS OF 01/2015) 1.00 3.00 X 0 0 0 HOWARD J KIES TRUSTEE (AS OF 01/2015) 1.00 3.00 X 0 0 0 MARGARET T CORWIN TRUSTEE (AS OF 01/2015) 1.00 3.00 X 0 0 0 RUSSELL T AARONSON TRUSTEE (AS OF 01/2015) 1.00 3.00 X 0 0 0 JOHN BURNS CEO (AS OF 09/2015) 2.00 48.00 X 0 0 0 DONALD LECKY CEO (UNTIL 09/2015) 2.00 48.00 X 0 478860 57955 W RUSSELL GARDNER CFO & VP 2.00 48.00 X 0 284251 31466 ROBERT COX VICE PRESIDENT 2.00 48.00 X 0 211117 48415 WILLIAM BLACKWELL VICE PRESIDENT 0.00 50.00 X 0 198703 24391 MARY HAWLEY VICE PRESIDENT 0.00 50.00 X 0 158223 24083 GAYLE HAGLUND DIR. OF RESOURCE DEV. 0.00 50.00 X 0 41063 5285 JAMES HOLMES CONTROLLER 2.00 50.00 X 0 135185 16946 DEREK OLIVER DIR. OF FACILITY ENGINEERING 2.00 48.00 X 0 105644 14356 KELLY D MERIRICKS DIR. OF RESOURCE DEV. (UNTIL 07/2014) 0.00 50.00 X 0 86477 16248 VIRGINIA PURCELL SR. DEV. OFFICER (UNTIL 07/2014) 0.00 50.00 X 0 74868 33826 0 1774391 272971 0 1 1 0 0 PROGRAM SERVICE REVENUE 532000 654418 654418 654418 654418 654418 0 0 67604 67604 3152 3152 60508 60508 171501 171501 128794 128794 MAINTENANCE & REPAIRS 36477 36477 SALES & USE TAX 9761 9761 477797 410193 67604 0 2841 2594107 2027908 540861 566199 2526916 2782640 3070618 3348839 17666 24805 977041 1484471 1812172 1399203 2806879 2908479 X 263739 440360 263739 440360 3070618 3348839 176621 0 X X 0 1 X 1 0 X 328292 447074 487489 508666 654418 2425939 328292 447074 487489 508666 654418 2425939 0 0 0 2425939 200 25 225 328292 447074 487689 508691 654418 2426164 0.99990 0.99990 0.00000 X 193000 193000 1459884 1326945 132939 624817 392355 232462 58097 55414 2683 258309 253194 5115 566199 DUE FROM AFFILIATES 2782640 2782640 REFUNDABLE ADVANCE FEES 1105200 DUE TO AFFILIATES 294003 1399203 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'S 2012 THROUGH 2014 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. 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. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD FOR CONTINGENCIES FOR EVALUATING UNCERTAIN TAX POSITIONS. 0 0 0 0 0 0 0 0 0 DONALD LECKY CEO (UNTIL 09/2015) 0 396478 0 55499 0 26883 0 37900 0 20055 0 536815 0 0 W RUSSELL GARDNER CFO & VP 0 256011 0 21382 0 6858 0 13829 0 17637 0 315717 0 0 ROBERT COX VICE PRESIDENT 0 191565 0 18476 0 1076 0 31920 0 16495 0 259532 0 0 WILLIAM BLACKWELL VICE PRESIDENT 0 177906 0 15311 0 5486 0 8164 0 16227 0 223094 0 0 MARY HAWLEY VICE PRESIDENT 0 145052 0 13171 0 0 0 8427 0 15656 0 182306 0 0 JAMES HOLMES CONTROLLER 0 129422 0 2500 0 3263 0 7300 0 9646 0 152131 0 0 KELLY D MERIRICKS DIR. OF RESOURCE DEV. (UNTIL 07/2014 0 72747 0 10770 0 2960 0 7078 0 9170 0 102725 0 0 VIRGINIA PURCELL SR. DEV. OFFICER (UNTIL 07/2014) 0 69897 0 310 0 4661 0 24848 0 8978 0 108694 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, CEO, RECEIVED $42,401 - ROBERT D. COX, VICE PRESIDENT, RECEIVED $3,082 BENJAMIN ACKERLY LEGAL SERVICES 152966 ATTORNEY WITH HUNTON AND WILLIAMS. FACILITY ENGAGES HUNTON WILLIAMS FOR SOME OF THEIR LEGAL WORK. MR. ACKERLY HAS NOT BEEN INVOLVED IN ANY OF THE LEGAL WORK. 0 MARK S HEDBERG LEGAL SERVICES 152966 ATTORNEY WITH HUNTON WILLIAMS. FACILITY ENGAGES HUNTON AND WILLIAMS FOR THEIR LEGAL WORK. MR. HEDBERG HAS NOT BEEN INVOLVED IN ANY LEGAL WORK. 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION UPDATED ITS BYLAWS DURING THE FISCAL PERIOD REGARDING THE CHARACTER OF THE BOARD MEMBERS WHERE THERE IS NO DENOMINATIONAL RESTRICTION ON FOUR BOARD MEMBERS AND THE NUMBER OF BOARD MEMBERS INCREASED TO 18. 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 EACH YEAR 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 AVE 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 AVE RICHMOND VA 23227 541553651 PROVIDE MANAGEMENT SERVICES TO WESTMINSTER CANTERBURY CORPORATION. VA 501(C)(3) LINE 11A, I 0 WESTMINSTER CANTERBURY CORPORATION 1600 WESTBROOK AVE 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 AVE 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