WESTMINISTER-CANTERBURY MANAGEMENT CORPORATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINISTER-CANTERBURY MANAGEMENT CORPORATION (EIN 54-1553651)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-07
- IRS object ID
- 201422199349301517
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-08-07T15:01:19-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CROWN COLONY DRIVE SUITE 310 | AddressLine1 |
| City | QUINCY | City |
| State | MA | State |
| ZIP Code | 02169 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541553651 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER CANTERBURY MANAGEMENT CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEST | NameControl |
| Phone | 8042646000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WESTBROOK AVENUE | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 232273337 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | W RUSSELL GARDNER | Name |
| Title | CFO | Title |
| Phone | 8042646000 | Phone |
| Date Signed | 2014-08-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA MORRISON | Name |
| PTIN | P00173340 | PTIN |
| Phone | 6179848100 | Phone |
| Date Prepared | 2014-07-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | W RUSSELL GARDNER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WESTBROOK AVENUE | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 232273337 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11349754 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WCRICHMOND.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE MANAGEMENT SERVICES TO A LARGE NOT FOR PROFIT CONTINUING CARE RETIREMENT COMMUNITY, AN ELDERLY HOUSING FACILITY AND A NOT FOR PROFIT CHILD CARE CENTER. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 61 | TotalNbrEmployees |
| Total Nbr Volunteers | 109 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 501146 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 553807 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11456444 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10795947 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11957590 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11349754 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9173401 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8762908 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2784189 | OtherExpensePriorYear |
| Other Expenses Current Year | 2586846 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11957590 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11349754 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 0 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 0 | RevenuesLessExpensesCY |
| Total Assets BOY | 80226628 | TotalAssetsBOY |
| Total Assets EOY | 93973452 | TotalAssetsEOY |
| Total Liabilities BOY | 14592768 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11061133 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 65633860 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 82912319 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE MANAGEMENT SERVICES TO A LARGE NOT FOR PROFIT CONTINUING CARE RETIREMENT COMMUNITY, AN ELDERLY HOUSING FACILITY AND A NOT FOR PROFIT CHILD CARE CENTER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10583043 | Expense |
| Revenue | 10795947 | Revenue |
| Description | PROVIDE MANAGEMENT AND SERVICES TO A LARGE NOT FOR PROFIT CONTINUING CARE RETIREMENT COMMUNITY, AN ELDERLY HOUSING FACILITY AND A NOT FOR PROFIT CHILD CARE CENTER. | Description |
| Total Program Service Expense | 10583043 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 61 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES HOLMES - CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8042646000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WESTBROOK AVENUE | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 232273337 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DAVID M WILLIAMS | ||||||||
| CHAIRMAN OF THE BOARD | 1.00 | 3.00 | X | 0 | 0 | 0 | ||
| MARK M GORDON | ||||||||
| VICE CHAIRMAN OF THE BOARD | 1.00 | 3.00 | X | 0 | 0 | 0 | ||
| MARK M JONES MD | ||||||||
| 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 | ||
| RICHARD M HAMRICK III MD | ||||||||
| 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 | ||
| BRUCE R ARNETT | ||||||||
| TRUSTEE | 1.00 | 3.00 | X | 0 | 0 | 0 | ||
| ELIZABETH H MARTH | ||||||||
| TRUSTEE | 1.00 | 3.00 | X | 0 | 0 | 0 | ||
| BENJAMIN C ACKERLY | ||||||||
| TRUSTEE | 1.00 | 3.00 | X | 0 | 0 | 0 | ||
| CHERYL D MOORE | ||||||||
| TRUSTEE | 1.00 | 3.00 | X | 0 | 0 | 0 | ||
| TIMOTHY R HARRIS | ||||||||
| TRUSTEE | 1.00 | 3.00 | X | 0 | 0 | 0 | ||
| REVEREND 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 | ||
| DONALD D LECKY | ||||||||
| PRESIDENT & CEO | 12.00 | 38.00 | 413776 | 0 | 55612 | X | ||
| W RUSSELL GARDNER | ||||||||
| CFO | 20.00 | 30.00 | 220295 | 0 | 28776 | X | ||
| ELIZABETH B BUSH | ||||||||
| VICE PRESIDENT | 15.00 | 35.00 | 158942 | 0 | 22125 | X | ||
| CAROL B CONROY | ||||||||
| VICE PRESIDENT | 15.00 | 35.00 | 170718 | 0 | 42730 | X | ||
| ROBERT D COX | ||||||||
| VICE PRESIDENT | 8.00 | 42.00 | 172435 | 0 | 44800 | X | ||
| WILLIAM S KING | ||||||||
| VICE PRESIDENT | 30.00 | 20.00 | 87730 | 0 | 33519 | X | ||
| MARY HAWLEY | ||||||||
| VICE PRESIDENT | 25.00 | 25.00 | 130708 | 0 | 22321 | X | ||
| KEVIN W FERGUSON | ||||||||
| MEDICAL DIRECTOR | 5.00 | 45.00 | 0 | 261238 | 35860 | X | ||
| VIRGINIA S PURCELL | ||||||||
| SENIOR DEVELOPMENT OFFICER | 0.00 | 50.00 | 0 | 110517 | 40171 | X | ||
| KELLY D MERRICKS | ||||||||
| DIRECTOR OF RESOURCE DEVEL | 7.00 | 43.00 | 99134 | 0 | 19523 | X | ||
| WILLIAM H BLACKWELL | ||||||||
| VICE PRESIDENT | 10.00 | 40.00 | 0 | 36486 | 3802 | X | ||
| AINA B OGUNWARE | ||||||||
| LPN | 0.00 | 76.00 | 0 | 123245 | 17441 | X | ||
| JAMES M HOLMES | ||||||||
| CONTROLLER | 20.00 | 30.00 | 115987 | 0 | 14531 | X | ||
| THOMPSON R PYLE | ||||||||
| DIRECTOR DINING SERVICES | 0.00 | 50.00 | 0 | 108446 | 20181 | X | ||
| W RAY INSCOE | ||||||||
| DIRECTOR PASTORAL SERVICES | 12.00 | 38.00 | 101569 | 0 | 35736 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1671294 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 639932 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 437128 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 553807 | RelatedOrganizations |
| Total Contributions | 553807 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PROGRAM SERVICE FEES | 561000 | 10629325 | 10629325 |
| OTHER PROGRAM SERVICE FEES | 561000 | 166622 | 166622 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10795947 | TotalProgramServiceRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11349754 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10795947 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1564257 | Total |
| Program Services | 1492552 | ProgramServices |
| Management And General | 71705 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2109724 | Total |
| Program Services | 2013016 | ProgramServices |
| Management And General | 96708 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 674512 | Total |
| Program Services | 643593 | ProgramServices |
| Management And General | 30919 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4174805 | Total |
| Program Services | 3983435 | ProgramServices |
| Management And General | 191370 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 239610 | Total |
| Program Services | 228626 | ProgramServices |
| Management And General | 10984 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124058 | Total |
| Management And General | 124058 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93100 | Total |
| Management And General | 93100 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41128 | Total |
| Management And General | 41128 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 745109 | Total |
| Program Services | 710954 | ProgramServices |
| Management And General | 34155 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 403214 | Total |
| Program Services | 384731 | ProgramServices |
| Management And General | 18483 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 336814 | Total |
| Program Services | 321375 | ProgramServices |
| Management And General | 15439 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 516294 | Total |
| Program Services | 492627 | ProgramServices |
| Management And General | 23667 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10261 | Total |
| Program Services | 9791 | ProgramServices |
| Management And General | 470 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | 165028 | 157463 | 7565 |
| INTERCOMPANY EXPENSES | 84911 | 81019 | 3892 |
| RECRUITMENT | 21873 | 20870 | 1003 |
| MISC. TAXES | 21692 | 20698 | 994 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23364 | Total |
| Program Services | 22293 | ProgramServices |
| Management And General | 1071 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11349754 | Total |
| Program Services | 10583043 | ProgramServices |
| Management And General | 766711 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1272 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 276830 | BOY |
| EOY | 267158 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79951070 | BOY |
| EOY | 93706294 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80226628 | BOY |
| EOY | 93973452 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 588472 | BOY |
| EOY | 494303 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14004296 | BOY |
| EOY | 10566830 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14592768 | BOY |
| EOY | 11061133 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28253838 | BOY |
| EOY | 42212962 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33360105 | BOY |
| EOY | 36679440 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4019917 | BOY |
| EOY | 4019917 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65633860 | BOY |
| EOY | 82912319 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80226628 | BOY |
| EOY | 93973452 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 0 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 17278459 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (4 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| WESTMINSTER CANTERBURY CORPORATION | |||||
| 237162493 | 12 | 1 | 1 | 1 | $0 |
| THE GLEBE OF RICHMOND | |||||
| 541552745 | 13 | 1 | 1 | 1 | $0 |
| WESTMINSTER CANTERBURY CHILD CARE CENTER | |||||
| 541552747 | 12 | 1 | 1 | 1 | $0 |
| WESTMINSTER CANTERBURY FOUNDATION | |||||
| 521189655 | 11 | 1 | 1 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 4 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM AFFILIATES | 10793975 |
| EQUITY IN SUBSIDIARY | 82912319 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 93706294 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNFUNDED PENSION LIABILITY | Description |
| Amount | $10,566,830 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 10566830 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | WESTMINSTER-CANTERBURY MANAGEMENT CORPORATION 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 CORPORATION 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 CORPORATION ONLY FROM STATE AND LOCAL TAXATION. THE CORPORATION'S 2010 THROUGH 2012 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. THE CORPORATION 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 CORPORATION FOLLOWS THE ACCOUNTING STANDARD FOR CONTINGENCIES FOR EVALUATING UNCERTAIN TAX POSITIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DONALD D LECKY | ||||||||||||||
| PRESIDENT & CEO | 288586 | 0 | 46498 | 0 | 78692 | 0 | 36800 | 0 | 18812 | 0 | 469388 | 0 | 0 | 0 |
| W RUSSELL GARDNER | ||||||||||||||
| CFO | 201628 | 0 | 15505 | 0 | 3162 | 0 | 12367 | 0 | 16409 | 0 | 249071 | 0 | 0 | 0 |
| ELIZABETH B BUSH | ||||||||||||||
| VICE PRESIDENT | 147650 | 0 | 11292 | 0 | 0 | 0 | 12364 | 0 | 9761 | 0 | 181067 | 0 | 0 | 0 |
| CAROL B CONROY | ||||||||||||||
| VICE PRESIDENT | 125741 | 0 | 22314 | 0 | 22663 | 0 | 28529 | 0 | 14201 | 0 | 213448 | 0 | 0 | 0 |
| ROBERT D COX | ||||||||||||||
| VICE PRESIDENT | 158882 | 0 | 13011 | 0 | 542 | 0 | 29279 | 0 | 15521 | 0 | 217235 | 0 | 0 | 0 |
| MARY HAWLEY | ||||||||||||||
| VICE PRESIDENT | 121305 | 0 | 9403 | 0 | 0 | 0 | 7554 | 0 | 14767 | 0 | 153029 | 0 | 0 | 0 |
| KEVIN W FERGUSON | ||||||||||||||
| MEDICAL DIRECTOR | 0 | 240315 | 0 | 20923 | 0 | 0 | 0 | 19394 | 0 | 16466 | 0 | 297098 | 0 | 0 |
| VIRGINIA S PURCELL | ||||||||||||||
| SENIOR DEVELOPMENT OFFICER | 0 | 110517 | 0 | 0 | 0 | 0 | 0 | 25742 | 0 | 14429 | 0 | 150688 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | DONALD D. LECKY, $16,733, CAROL B. CONROY $391, ROBERT D. COX $760, GROSS UP PAYMENTS WERE FOR CASH PAYMENT OF DISALLOWED 457B CONTRIBUTIONS OVER THE MAXIMUM ALLOWED, INCLUDED IN TOTAL COMPENSATION. |
| PART I, LINE 1B | THERE IS NO WRITTEN POLICY. |
| PART I, LINE 7 | DEFERRED COMPENSATION IS 4% OF ANNUAL SALARY PROVIDED BY THE CORPORATION FOR THE EMPLOYEE AS A MATCH ON THE 403B PLAN AS WELL AS A DISCRETIONARY PAYMENT OF 1% TO 4% OF EARNINGS DEPOSITED INTO 403B PLAN BASED ON YEARS OF SERVICE. NONTAXABLE BENEFITS CONSIST OF FICA TAXES, HEALTH, DENTAL, LIFE, SHORT TERM, AND LONG TERM DISABILITY AND OTHER BENEFITS. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| Sharing Of RevenuesSharingOfRevenues | RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction |
|---|---|---|---|
| (no name) | |||
| 0 | |||
| BENJAMIN ACKERLY | |||
| 0 | LEGAL SERVICES | 119701 | 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. |
| BRUCE ARNETT | |||
| 0 | BANKING SERVICES | 50000 | INVESTMENT BANKER WITH SCOTT AND STRINGFELLOW, A BRANCH OF BB&T. ORGANIZATION HAS BANK ACCOUNTS AND LETTER OF CREDITS WITH BB&T. MR. ARNETT WAS NOT INVOLVED IN THE SET UP OF THE BANK ACCOUNTS NOR THE LETTER OF CREDITS. |
| (no name) | |||
| 0 | |||
| RENEE FAIN | |||
| 0 | LEGAL SERVICES | 27797 | ATTORNEY WITH MCGWIRE WOODS. FACILITY ENGAGES MCGWIRE WOODS FOR SOME OF THEIR LEGAL WORK. MS. FAIN HAS NOT BEEN INVOLVED IN ANY OF THE LEGAL WORK. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FEDERAL TAX RETURN IS REVIEWED BY THE AUDIT COMMITTEE. ONCE APPROVED BY THE AUDIT COMMITTEE, THE CHAIR PRESENTS TO THE ENTIRE BOARD FOR APPROVAL. | |
| 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 LOOK AT ALL EMPLOYEES COMPENSATION PACKAGES, INCLUDING THE CEO. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ENTITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | SUBSIDIARY INCOME 17,278,459. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART VII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED EITHER ITS AUDIT OVERSIGHT PROCESS OR AUDITOR SELECTION PROCESS DURING THE TAX YEAR. | AUDIT OVERSIGHT AND SELECTION OF THE AUDITOR |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| WESTMINSTER CANTERBURY FOUNDATION | ||||||||||
| 1600 WRESTBROOK 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 |
| THE GLEBE OF RICHMOND | ||||||||||
| 1600 WRESTBROOK AVE | RICHMOND | VA | 23227 | 541552745 | OPERATE AND MAINTAIN A CONTINUING CARE RETIREMENT COMMUNITY FOR THE ELDERLY | VA | 501(C)(3) | LINE 9 | WESTMINSTER CANTERBURY MANAGEMENT CORPORATION | 0 |
| WESTMINSTER CANTERBURY CORPORATION | ||||||||||
| 1600 WRESTBROOK 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 WRESTBROOK AVE | RICHMOND | VA | 23227 | 541552747 | PROVIDE CHILD CARE SERVICES. | VA | 501(C)(3) | LINE 9 | WESTMINSTER CANTERBURY MANAGEMENT CORPORATION | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (8 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| WESTMINSTER CANTERBURY FOUNDATION | |
| C | 553807 |
| WESTMINSTER CANTERBURY CORPORATION | |
| D | 10460947 |
| WESTMINSTER CANTERBURY FOUNDATION | |
| D | 33941 |
| WESTMINSTER CANTERBURY CHILD CARE CENTER | |
| D | 5084 |
| THE GLEBE OF RICHMOND | |
| D | 294003 |
| WESTMINSTER CANTERBURY CORPORATION | |
| L | 10347400 |
| WESTMINSTER CANTERBURY CHILD CARE CENTER | |
| L | 217656 |
| THE GLEBE OF RICHMOND | |
| L | 64269 |
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