BALLENTINE HOME CORPORATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BALLENTINE HOME CORPORATION (EIN 54-1327568)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-08-15
- IRS object ID
- 201142279349302789
- Schema version
- 2009v1.7
- 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 | 2011-08-15T16:13:48-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LarsonAllen LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N Tryon Street Suite 1000 | AddressLine1 |
| City | Charlotte | City |
| State | NC | State |
| ZIP Code | 28246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541327568 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ballentine Home Corporation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BALL | NameControl |
| Phone | 7574407400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7211 Granby Street | AddressLine1 |
| City | Norfolk | City |
| State | VA | State |
| ZIP Code | 23505 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | robert McFarland | Name |
| Title | chair | Title |
| Phone | 7574407400 | Phone |
| Date Signed | 2011-08-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7049985200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | J Benjamin Unkle Jr | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 Shore Drive | AddressLine1 |
| City | virginia beach | City |
| State | VA | State |
| ZIP Code | 23451 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3093535 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.theballentine.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | to Provide assisted living, meals, spiritual, social and other services for the elderly. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 82 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 179429 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 155925 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2748242 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2789346 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -43346 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2183 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 27600 | OtherRevenuePriorYear |
| Other Revenue Current Year | 11500 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2911925 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2958954 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 170140 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 151161 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1572075 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1471740 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1091458 | OtherExpensePriorYear |
| Other Expenses Current Year | 1087373 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2833673 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2710274 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 78252 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 248680 | RevenuesLessExpensesCY |
| Total Assets BOY | 6142544 | TotalAssetsBOY |
| Total Assets EOY | 6191762 | TotalAssetsEOY |
| Total Liabilities BOY | 4480006 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4256536 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1662538 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1935226 | NetAssetsOrFundBalancesEOY |
| Mission Description | The religious and charitable purposes of operating a residential home for aging persons and providing related services. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2015179 | Expense |
| Grants | 155161 | Grants |
| Revenue | 2789346 | Revenue |
| Description | Operates Residential assisted living facility for elderly individuals with an average of approximately 63 residents. Services provided includes meals, nursing care, spritual and social events. In addition, monthly fellowship assistance, which totaled $151,161 for the year, was awarded to 15 individuals. | Description |
| Total Program Service Expense | 2015179 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 1 | 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 | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | 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 | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 82 | 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 |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | 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 | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Daniel COetzel | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7574961104 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 Shore Drive | AddressLine1 |
| City | virginia beach | City |
| State | VA | State |
| ZIP Code | 23451 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Robert McFarland | ||||||||
| Chair | 1.00 | X | X | 0 | 0 | 0 | ||
| REVErent ALBERT G Butzer III | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| The Rev Canon Win Lewis | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| BJ Taylor | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Donna Shivar | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Emily S Washington | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Hugh L Patterson | ||||||||
| Legal Counsel | 1.00 | X | 0 | 0 | 0 | |||
| The Rt Rev Holly Hollerith | ||||||||
| Ex-Officio | 1.00 | X | 0 | 0 | 0 | |||
| The Rev Dr J Richard Short | ||||||||
| Ex-Officio | 1.00 | X | 0 | 0 | 0 | |||
| J Benjamin Unkle Jr | ||||||||
| President/CEO | 40.00 | X | 0 | 385855 | 35513 | |||
| Daniel C Oetzel | ||||||||
| CFO/Assistant Treasurer | 40.00 | X | 0 | 214949 | 28968 | |||
| Daniel J Nimon | ||||||||
| VP-Resident & Health | 40.00 | 0 | 70978 | 9202 | X | |||
| Robert A HEALY | ||||||||
| VP-DEVELOPMENT AND COM. | 40.00 | 0 | 134134 | 26241 | X | |||
| lORRAINE D MAHONE | ||||||||
| VP-HUMAN RESOURCES | 40.00 | 0 | 142098 | 24033 | X | |||
| Erle Marie Latimer | ||||||||
| Former CEO | 40.00 | 0 | 14530 | 101450 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 877036 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 114755 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Optima Health Plan | |||||
| PO BOX 791148 | BALTIMORE | MD | 21279 | Health plan | 168144 |
| US Foodservice Inc | |||||
| PO BOX 396 | NORFOLK | VA | 23501 | Food supplier | 100035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 155925 | AllOtherContributions |
| Total Contributions | 155925 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Resident Services | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 2787286 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2787286 | RelatedOrExemptFunctionIncome |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2060 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2060 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2789346 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14751 | TotalRevenueColumn |
| Exclusion | $14,751 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | 11500 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | 11500 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11500 | TotalRevenueColumn |
| Exclusion | $11,500 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 122013 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 134581 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -12568 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -12568 | TotalRevenueColumn |
| Exclusion | -$12,568 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2958954 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2789346 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $13,683 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151161 | Total |
| Program Services | 151161 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1213993 | Total |
| Program Services | 988305 | ProgramServices |
| Management And General | 225688 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1465 | Total |
| Program Services | 197 | ProgramServices |
| Management And General | 1268 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165681 | Total |
| Management And General | 165681 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90601 | Total |
| Program Services | 74199 | ProgramServices |
| Management And General | 16402 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115710 | Total |
| Management And General | 115710 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139662 | Total |
| Program Services | 134014 | ProgramServices |
| Management And General | 5648 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44899 | Total |
| Management And General | 44899 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70700 | Total |
| Program Services | 46497 | ProgramServices |
| Management And General | 24203 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107032 | Total |
| Program Services | 107032 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1717 | Total |
| Program Services | 522 | ProgramServices |
| Management And General | 1195 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68895 | Total |
| Program Services | 68895 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210152 | Total |
| Program Services | 210152 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61197 | Total |
| Management And General | 61197 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | food costs | Description |
| Total | 154914 | Total |
| Program Services | 154914 | ProgramServices |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112495 | Total |
| Program Services | 79291 | ProgramServices |
| Management And General | 33204 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2710274 | Total |
| Program Services | 2015179 | ProgramServices |
| Management And General | 695095 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 352284 | BOY |
| EOY | 555036 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81975 | BOY |
| EOY | 64611 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6705 | BOY |
| EOY | 7590 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20381 | BOY |
| EOY | 16182 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9925375 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5390953 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4708744 | BOY |
| EOY | 4534422 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 802531 | BOY |
| EOY | 848226 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 169924 | BOY |
| EOY | 165695 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6142544 | BOY |
| EOY | 6191762 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 198304 | BOY |
| EOY | 165696 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4165000 | BOY |
| EOY | 3955000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116702 | BOY |
| EOY | 135840 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4480006 | BOY |
| EOY | 4256536 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1530013 | BOY |
| EOY | 1797937 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132525 | BOY |
| EOY | 137289 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1662538 | BOY |
| EOY | 1935226 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6142544 | BOY |
| EOY | 6191762 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 127945 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 217436 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 169943 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 179429 | CurrentTaxYearMinus1Year |
| Current Tax Year | 155925 | CurrentTaxYear |
| Total | 850678 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2375778 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2470150 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2718044 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2748242 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2789346 | CurrentTaxYear |
| Total | 13101560 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2503723 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2687586 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2887987 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2927671 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2945271 | CurrentTaxYear |
| Total | 13952238 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 13952238 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19292 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24121 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34462 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17047 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2183 | CurrentTaxYear |
| Total | 97105 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19292 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24121 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34462 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17047 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2183 | CurrentTaxYear |
| Total | 97105 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1850 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14800 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27600 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27600 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11500 | CurrentTaxYear |
| Total | 83350 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2524865 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2726507 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2950049 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2972318 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2958954 | CurrentTaxYear |
| Total | 14132693 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98720 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98640 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00690 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00840 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 998717 | OtherCostOrOtherBasis |
| Book Value | 998717 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8072692 | OtherCostOrOtherBasis |
| Depreciation | 4875229 | Depreciation |
| Book Value | 3197463 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 679146 | OtherCostOrOtherBasis |
| Depreciation | 410147 | Depreciation |
| Book Value | 268999 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 174820 | OtherCostOrOtherBasis |
| Depreciation | 105577 | Depreciation |
| Book Value | 69243 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4534422 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | investments | Description |
| Book Value | 848226 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 848226 | TotalOfBookValueProgramRelated |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Present Value of Interest rate swap | Description |
| Amount | $135,840 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 135840 | TotalOfAmounts |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | monthly fellowship assistance | TypeOfGrant |
| Number Of Recipients | 15 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 151161 | AmountOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Candidates complete an application, which is then reviewed by the Ballentine Home Administrator and Westminster Canterbury's VP of Resident and Health Services. Candidates who meet the qualifications for fellowship are approved based on available funds. Any concerns regarding the application are then addressed by the Ballentine Home Board of Trustees. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| J Benjamin Unkle Jr | |||||||||||||
| 0 | 265000 | 0 | 77500 | 0 | 43355 | 0 | 13329 | 0 | 22184 | 0 | 421368 | 0 | 0 |
| Daniel C Oetzel | |||||||||||||
| 0 | 166233 | 0 | 769 | 0 | 47947 | 0 | 10112 | 0 | 18856 | 0 | 243917 | 0 | 0 |
| Robert A HEALY | |||||||||||||
| 0 | 130513 | 0 | 769 | 0 | 2852 | 0 | 6882 | 0 | 19359 | 0 | 160375 | 0 | 0 |
| lORRAINE D MAHONE | |||||||||||||
| 0 | 125196 | 0 | 769 | 0 | 16133 | 0 | 7141 | 0 | 16892 | 0 | 166131 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | The form 990 is made available to the Board of Trustees for their review before it is filed with the irs. |
| Form 990, Part VI, Section B, line 12c | Individuals who serve on the Board of Trustees 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 organization engages a third party consultant that specializes in executive compensation to provide competitive market data to the Executive Committee, which serves as the Personnel Committee of the Board of Trustees. The third party consultant utilizes published survey data as well as data from expert survey sources. The data selected for comparison represents a comparable position in organizations of similar industries and similar revenue and budget size. The Executive Committee uses the information and recommendations of the third party consultant as a basis for salary actions. this process was last performed in 2009. |
| Form 990, Part VI, Section C, line 19 | the financial statements are made available to the public upon request. |
| Form 990, Part XI, Line 2c: | No changes for approving audited financial statements or selection of independent accountants have occurred from the prior year. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| Westminster Canterbury of Hampton Roads Foundation | |||||||||
| 3100 Shore Drive | Virginia Beach | NC | 23451 | 541666603 | support | VA | 501(c)(3) | 509(a)(3) | N/A |
| Westminster Canterbury of Hampton Roads inc | |||||||||
| 3100 Shore Drive | Virginia Beach | NC | 23451 | 541071734 | services to the elderly | VA | 501(c)(3) | 509(a)(2) | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Westminster Canterbury of Hampton Roads inc | |
| L | 115710 |
| Westminster Canterbury of Hampton Roads inc | |
| O | 60350 |
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