WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY (EIN 54-1071734)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-17
- IRS object ID
- 202622299349301752
- Schema version
- 2024v5.1
- 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) |
|---|---|---|
| Return | 2026-08-17T10:54:18+00:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 995 YARD STREET SUITE 450 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541071734 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 7574961778 | 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 | J BENJAMIN UNKLE JR | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 7574961778 | PhoneNum |
| Signature | 2026-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY TOPALOV CPA | PreparerPersonNm |
| PTIN | P00796388 | PTIN |
| Phone | 6148493000 | PhoneNum |
| Preparation | 2026-08-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J BENJAMIN UNKLE JR | BusinessNameLine1Txt |
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 | $88,895,110 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WCBAY.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO ESTABLISH AND OPERATE RETIREMENT COMMUNITIES AND TO PROVIDE RELATED SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 1070 | TotalEmployeeCnt |
| Total Volunteers | 130 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $391,201 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $75,725,903 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $80,139,646 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$4,162,895 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,094,386 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $996,396 | CYOtherRevenueAmt |
| PY Total Revenue | $71,563,008 | PYTotalRevenueAmt |
| CY Total Revenue | $84,621,629 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $38,481,574 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $41,031,799 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $36,893,486 | PYOtherExpensesAmt |
| CY Other Expenses | $38,915,215 | CYOtherExpensesAmt |
| PY Total Expenses | $75,375,060 | PYTotalExpensesAmt |
| CY Total Expenses | $79,947,014 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,812,052 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,674,615 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $722,954,431 | TotalAssetsBOYAmt |
| Total Assets EOY | $766,053,455 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $716,535,191 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $745,913,176 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,419,240 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,140,279 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY IS TO ESTABLISH, PROVIDE, MAINTAIN, OPERATE, MANAGE, CONTROL, OR REGULATE ONE OR MORE HEALTH CARE OR RESIDENTIAL SERVICES FOR OLDER ADULTS, INCLUDING PROVIDING SERVICES IN THE HOMES OF OLDER ADULTS AND ASSISTING OTHER ORGANIZATIONS PROVIDING THESE SAME SERVICES IN ACHIEVING GREATER EFFICIENCIES, AFFORDABILITY, OR QUALITY IN THE DELIVERY OF SUCH SERVICES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $45,965,681 | ExpenseAmt |
| Revenue | $64,786,734 | RevenueAmt |
| Desc | INDEPENDENT LIVING, WHICH CONSISTS OF 423 APARTMENTS OFFERS DINING SERVICES, WEEKLY CLEANING & LINEN SERVICES, FITNESS AND WELLNESS PROGRAMS, PLANNED ACTIVITIES & EXCURSIONS, TRANSPORTATION TO SHOPPING, CHURCH, ENTERTAINMENT, AND ATHLETIC ACTIVITIES TO ACTIVE PEOPLE AGE 62 AND OLDER. ON SITE ACTIVITIES INCLUDE 2 SWIMMING POOLS, A FITNESS CENTER, A WOODWORKING SHOP, A WALK-IN CLINIC, AND DIRECT ACCESS TO THE CHESAPEAKE BAY. ASSISTED LIVING, WHICH CONSISTS OF 80 APARTMENTS INCLUDING A 14 BED DEMENTIA UNIT, IS AVAILABLE FOR RESIDENTS WITH SPECIAL NEEDS THAT MAY REQUIRE SUPERVISION OR ASSISTANCE WITH THEIR DAILY ROUTINE. THE COMMONWEALTH OF VIRGINIA LICENSES BOTH INDEPENDENT AND ASSISTED LIVING SERVICES AS AN ADULT CARE RESIDENCE. THE 108 BED SKILLED NURSING HOME OFFERS SHORT-TERM REHABILITATION SERVICES TO RESIDENTS AND THE GREATER COMMUNITY. RESIDENTS NEEDING LONG-TERM NURSING CARE ARE INVOLVED IN OUR MULTIFACETED LIFESTYLES AND ENGAGE IN STIMULATING EVENTS TAILORED TO A VARIETY OF INTERESTS AND ABILITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,378,936 | ExpenseAmt |
| Revenue | $11,712,387 | RevenueAmt |
| Desc | WESTMINSTER-CANTERBURY AT HOME, LLC PROVIDES MEDICARE-CERTIFIED HOME HEALTH SERVICES, HOME CARE (PRIVATE DUTY) SERVICES, AND MEDICARE-CERTIFIED HOSPICE SERVICES UTILIZING OUR TEAM OF EXPERIENCED, WELL-TRAINED PROFESSIONALS CONSISTING OF PHYSICIANS, NURSES, AIDES, THERAPISTS, SOCIAL WORKERS, COUNSELORS AND VOLUNTEERS WHO PROVIDE MEDICAL CARE AND 24-HOUR SUPPORT SERVICES TO PATIENTS AND THEIR FAMILIES AT HOME, ON CAMPUS, AND THROUGHOUT HAMPTON ROADS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,104,795 | ExpenseAmt |
| Revenue | $3,710,864 | RevenueAmt |
| Desc | SENIOR OPTIONS, LLC CONTINUES THE MISSION OF WESTMINSTER-CANTERBURY BY HELPING NON-PROFIT ORGANIZATIONS PROVIDE QUALITY HOME AND COMMUNITY BASED SERVICES SUCH AS HOME HEALTH, HOME CARE, AND HOSPICE, THROUGHOUT THEIR LOCAL COMMUNITY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $108,588 | ExpenseAmt |
| Revenue | $62,514 | RevenueAmt |
| Desc | CANNABILITY CONSULTING PROVIDES INDIVIDUAL AND INDUSTRY EDUCATION, CONSULTATION, ADVOCACY , AND EVIDENCE-BASED INTERVENTIONS THAT ALLOW INDIVIDUALS TO MAKE SAFE AND INFORMED DECISIONS ABOUT CANNABIS THEAPEUTICS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $108,588 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $62,514 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $56,558,000 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 124 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1070 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID B MYERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7574961778 | 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 (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ALVIN A WALL | |||||||||
| TREASURER | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BERNIE BOONE III | |||||||||
| SECRETARY - PART YEAR | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHARLES D ROBISON III | |||||||||
| TREASURER - PART YEAR | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR GEORGE WONG | |||||||||
| SECRETARY | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN D CAVANAUGH | |||||||||
| CHAIR | 1.0 | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LISA B SMITH | |||||||||
| CHAIR - PART YEAR | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RONALD RIPLEY | |||||||||
| VICE CHAIR | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BONNIE WHEELER | |||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| DR ARMISTEAD WILLIAMS | |||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| DR BOGDAN I NEUGHEBAUER | |||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| DR SCOTT SAUTTER | |||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| DR TERRY WHIBLEY | |||||||||
| TRUSTEE - PART YEAR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| FATHER NOAH VAN NIEL | |||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE L COMPO | |||||||||
| TRUSTEE - PART YEAR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| IAN HOLDER | |||||||||
| TRUSTEE | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| PRESCOTT SHERROD | |||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD C BURROUGHS | |||||||||
| TRUSTEE | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD THURMOND | |||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT TAYLOR | |||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| TERESA BLEVINS | |||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS CLINT DAMUTH | |||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| TINA GILL | |||||||||
| TRUSTEE | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID MYERS | |||||||||
| CFO/ASSISTANT TREASURER | 37.0 | 3.0 | Yes (X) | $427,192 | $0 | $22,774 | |||
| DR VICTORIA CRENSHAW | |||||||||
| SENIOR VP OF HEALTH & INNOVATION/ASSISTANT SECRETARY | 28.0 | 12.0 | Yes (X) | $312,797 | $0 | $20,267 | |||
| J BENJAMIN UNKLE JR | |||||||||
| PRESIDENT/CEO (**SEE STATEMENT) | 37.0 | 3.0 | Yes (X) | $548,969 | $0 | $28,045 | |||
| ASHLEY ALLMAN | |||||||||
| VP OF DEVELOPMENT & MARKETING | 16.0 | 24.0 | $265,913 | $0 | $34,452 | Yes (X) | |||
| ED LAWSON | |||||||||
| SR. DIRECTOR OF IT | 40.0 | 0 | $243,913 | $0 | $24,220 | Yes (X) | |||
| JOAN PUNCH | |||||||||
| PRESIDENT SENIOR OPTIONS & WC AT-HOME | 40.0 | 0 | $275,869 | $0 | $18,921 | Yes (X) | |||
| MARK BORST | |||||||||
| VP OF REAL ESTATE DEVELOPMENT & GENERAL SERVICES | 40.0 | 0 | $297,542 | $0 | $18,577 | Yes (X) | |||
| TIMOTHY TIVVIS | |||||||||
| EXECUTIVE DIRECTOR/VP OPERATIONS | 40.0 | 0 | $268,070 | $0 | $10,916 | Yes (X) | |||
| DANIEL MASON | |||||||||
| SALES COUNSELOR | 40.0 | 0 | $173,241 | $0 | $14,236 | Yes (X) | |||
| ELLEN DUCKWORTH | |||||||||
| SALES DIRECTOR | 40.0 | 0 | $193,389 | $0 | $15,023 | Yes (X) | |||
| JULIA FRETWELL | |||||||||
| HEALTHCARE ADMINISTRATOR | 40.0 | 0 | $161,641 | $0 | $18,280 | Yes (X) | |||
| MELINDA COLEY | |||||||||
| SR. DIRECTOR OF FINANCE | 40.0 | 0 | $185,566 | $0 | $14,433 | Yes (X) | |||
| TRACY AMET | |||||||||
| SALES COUNSELOR | 40.0 | 0 | $249,151 | $0 | $12,667 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,603,253 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $252,811 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 49 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| FUNCTIONAL PATHWAYS OF TN LLC | ||||||
| 10133 SHERRILL BOULEVARD | SUITE 200 | KNOXVILLE | TN | 37932 | THERAPY SERVICES | $1,738,147 |
| MICHAEL ANGELO DOMINGUEZ | ||||||
| 1040 RADCLIFF LANDING | ARDEPT | VIRGINIA BEACH | VA | 23464 | GENERAL CONTRACTOR | $1,300,668 |
| MCGUIRE WOODS LLP | ||||||
| 800 EAST CANAL ST | RICHMOND | VA | 232193916 | LEGAL SERVICES | $236,438 | |
| SALON PS VIRGINIA LLC | ||||||
| 55 PUBLIC SQUARE | SUITE 1180 | CLEVELAND | OH | 44113 | SALON SERVICES ON CAMPUS | $180,909 |
| COASTAL VIRGINIA CHRISTMAS DECOR LLC | ||||||
| 709 BORROW AVENUE | AR DEPT | CHESAPEAKE | VA | 23324 | DECORATING | $158,521 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $391,201 | RelatedOrganizationsAmt |
| Total Contributions | $391,201 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT REVENUE | 623000 | $47,414,455 | $47,414,455 |
| ADVANCE FEES | 623000 | $15,956,694 | $15,956,694 |
| HOME HEALTH & HOSPICE | 621610 | $11,609,618 | $11,609,618 |
| SENIOR OPTIONS LLC | 621610 | $3,710,864 | $3,710,864 |
| ADMINISTRATIVE FEES | 623000 | $1,232,045 | $1,232,045 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $215,970 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $215,970 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $80,139,646 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,405,370 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $102,769 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,302,601 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,961,894 | SecuritiesAmt |
| Other | $603 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,273,481 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $688,413 | SecuritiesAmt |
| Other | $603 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $689,016 | TotalRevenueColumnAmt |
| Exclusion | $689,016 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| INSURANCE PROCEEDS | 909999 | $306,015 | $306,015 |
| CATERING REVENUE | 909999 | $171,596 | $171,596 |
| DINING CREDITS | 909999 | $80,000 | $80,000 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $438,785 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,084 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $408,701 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $996,396 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,621,629 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $80,272,499 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,957,929 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,574,849 | TotalAmt |
| Program Services | $2,566,027 | ProgramServicesAmt |
| Management And General | $1,008,822 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,170,550 | TotalAmt |
| Program Services | $23,809,821 | ProgramServicesAmt |
| Management And General | $9,360,729 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,115,589 | TotalAmt |
| Program Services | $800,770 | ProgramServicesAmt |
| Management And General | $314,819 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,307,844 | TotalAmt |
| Program Services | $938,770 | ProgramServicesAmt |
| Management And General | $369,074 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,862,967 | TotalAmt |
| Program Services | $1,337,238 | ProgramServicesAmt |
| Management And General | $525,729 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,558 | TotalAmt |
| Program Services | $328,558 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,842 | TotalAmt |
| Management And General | $216,842 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,395 | TotalAmt |
| Management And General | $109,395 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,115,496 | TotalAmt |
| Program Services | $5,825,303 | ProgramServicesAmt |
| Management And General | $2,290,193 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $598,377 | TotalAmt |
| Program Services | $429,515 | ProgramServicesAmt |
| Management And General | $168,862 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,747 | TotalAmt |
| Program Services | $308,472 | ProgramServicesAmt |
| Management And General | $121,275 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,168,137 | TotalAmt |
| Management And General | $2,168,137 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,104,629 | TotalAmt |
| Program Services | $2,228,503 | ProgramServicesAmt |
| Management And General | $876,126 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,451 | TotalAmt |
| Program Services | $227,866 | ProgramServicesAmt |
| Management And General | $89,585 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,284,878 | TotalAmt |
| Program Services | $3,284,878 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,499,016 | TotalAmt |
| Program Services | $7,536,194 | ProgramServicesAmt |
| Management And General | $2,962,822 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,570,757 | TotalAmt |
| Management And General | $1,570,757 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD COSTS | $3,302,401 | $3,302,401 | |
| MEDICAL EXPENSES | $1,123,696 | $1,123,696 | |
| SUPPLIES | $915,340 | $657,031 | $258,309 |
| EMPLOYEE EXPENSES | $742,394 | $532,890 | $209,504 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,088,101 | TotalAmt |
| Program Services | $1,320,067 | ProgramServicesAmt |
| Management And General | $768,034 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,947,014 | TotalAmt |
| Program Services | $56,558,000 | ProgramServicesAmt |
| Management And General | $23,389,014 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,211,265 | BOYAmt |
| EOY | $10,881,199 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,936 | BOYAmt |
| EOY | $9,840,009 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,788,673 | BOYAmt |
| EOY | $6,069,714 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $826,832 | BOYAmt |
| EOY | $813,675 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $866,929 | BOYAmt |
| EOY | $1,441,368 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $462,597,146 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $135,992,978 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,727,826 | BOYAmt |
| EOY | $326,604,168 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,038,361 | BOYAmt |
| EOY | $76,887,242 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,379,609 | BOYAmt |
| EOY | $333,516,080 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $722,954,431 | BOYAmt |
| EOY | $766,053,455 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,275,633 | BOYAmt |
| EOY | $9,557,048 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,873,578 | BOYAmt |
| EOY | $149,286,487 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $490,237,343 | BOYAmt |
| EOY | $488,868,058 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,148,637 | BOYAmt |
| EOY | $98,201,583 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $716,535,191 | BOYAmt |
| EOY | $745,913,176 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,419,240 | BOYAmt |
| EOY | $20,140,279 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,419,240 | BOYAmt |
| EOY | $20,140,279 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $722,954,431 | BOYAmt |
| EOY | $766,053,455 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,674,615 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,046,424 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,108 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,337,910 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $391,201 | CurrentTaxYearAmt |
| Total | $3,779,719 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,066,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,174,701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,204,842 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,725,903 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,169,730 | CurrentTaxYearAmt |
| Total | $362,341,710 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,084,034 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,207,809 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $74,542,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,725,903 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,560,931 | CurrentTaxYearAmt |
| Total | $366,121,429 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $366,121,429 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,993,458 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,151,265 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,737,716 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,852,132 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,405,370 | CurrentTaxYearAmt |
| Total | $10,139,941 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,993,458 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,151,265 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,737,716 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,852,132 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,405,370 | CurrentTaxYearAmt |
| Total | $10,139,941 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $966,312 | CurrentTaxYearAmt |
| Total | $966,312 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,077,492 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,359,074 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $76,280,468 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,578,035 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,932,613 | CurrentTaxYearAmt |
| Total | $377,227,682 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97056 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97584 | PublicSupportPY509Pct |
| Investment Income CY | 0.03 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12 OTHER INCOME | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER INCOME, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 966312.0, COLUMN F - 966312.0; | ExplanationTxt |
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 | $3,417,508 | BeginningYearBalanceAmt |
| Contributions | $53,400 | ContributionsAmt |
| Investment Earnings Or Losses | $304,043 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $254,707 | OtherExpendituresAmt |
| End Year Balance | $3,520,244 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,750,451 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $667,057 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,417,508 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,520,473 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $229,978 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,750,451 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,185,535 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$665,062 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,520,473 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,763,373 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $422,162 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,185,535 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0906 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.6652 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.2442 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,762,634 | OtherCostOrOtherBasisAmt |
| Book Value | $8,762,634 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $209,662,502 | OtherCostOrOtherBasisAmt |
| Depreciation | $117,356,608 | DepreciationAmt |
| Book Value | $92,305,894 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,962,919 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,700,284 | DepreciationAmt |
| Book Value | $1,262,635 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,302,616 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,936,086 | DepreciationAmt |
| Book Value | $8,366,530 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $215,906,475 | OtherCostOrOtherBasisAmt |
| Book Value | $215,906,475 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $326,604,168 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER ASSETS | $414,838 |
| DUE FROM AFFILIATE | $49,921,838 |
| RESTRICTED ASSETS - DEFERRED COMPENSATION | $1,352,773 |
| INSURANCE RESERVE | $723,608 |
| ASSETS EXTERNALLY RESTRICTED BY AGREEMENTS | $280,738,980 |
| RIGHT OF USE ASSETS | $364,043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $333,516,080 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL INCOME TAXES | |
| RESERVATION FEES | $765,020 |
| ADVANCE FEE DEPOSITS | $20,143,195 |
| REFUNDABLE ADVANCE FEES | $10,213,882 |
| CONSTRUCTION PAYABLES | $22,509,560 |
| ACCRUED INTEREST LIABILITY | $2,501,403 |
| OTHER LONG TERM LIABILITIES | $5,670,330 |
| LEASE LIABILITY | $364,043 |
| DUE TO AFFILIATE | $36,034,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $98,201,583 | TotalLiabilityAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART X, LINE 2 | WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). WESTMINSTER-CANTERBURY FILES AS A TAX-EXEMPT ORGANIZATION. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE TAX-EXEMPT STATUS OF WESTMINSTER-CANTERBURY. MANAGEMENT IS NOT AWARE OF ANY SIGNIFICANT ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES FOR WESTMINSTER-CANTERBURY. WESTMINSTER-CANTERBURY 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 D, PART V, LINE 3A(II) ENDOWMENT FUND | THE ENDOWMENT IS HELD BY WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY FOUNDATION. THE AMOUNTS SHOWN ARE REPRESENTATIVE OF THE ENDOWMENT HELD ON THE FOUNDATION'S BOOKS. THE ENDOWMENT IS PAID OUT TO RELATED ORGANIZATIONS FOR VARIOUS SUPPORT. |
| SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS | TO SUPPORT THE MISSION OF WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR VICTORIA CRENSHAW | ||||||||||||||
| SENIOR VP OF HEALTH & INNOVATION/ASSISTANT SECRETARY | $249,429 | $0 | $63,368 | $0 | $0 | $0 | $11,988 | $0 | $8,279 | $0 | $333,064 | $0 | $0 | $0 |
| DAVID MYERS | ||||||||||||||
| CFO/ASSISTANT TREASURER | $284,902 | $0 | $142,290 | $0 | $0 | $0 | $13,800 | $0 | $8,974 | $0 | $449,966 | $0 | $0 | $0 |
| J BENJAMIN UNKLE JR | ||||||||||||||
| PRESIDENT/CEO (**SEE STATEMENT) | $367,805 | $0 | $110,012 | $0 | $71,152 | $0 | $13,800 | $0 | $14,245 | $0 | $577,014 | $0 | $0 | $0 |
| ASHLEY ALLMAN | ||||||||||||||
| VP OF DEVELOPMENT & MARKETING | $192,003 | $0 | $73,910 | $0 | $0 | $0 | $11,063 | $0 | $23,389 | $0 | $300,365 | $0 | $0 | $0 |
| MARK BORST | ||||||||||||||
| VP OF REAL ESTATE DEVELOPMENT & GENERAL SERVICES | $196,447 | $0 | $101,095 | $0 | $0 | $0 | $9,704 | $0 | $8,873 | $0 | $316,119 | $0 | $0 | $0 |
| ED LAWSON | ||||||||||||||
| SR. DIRECTOR OF IT | $183,549 | $0 | $60,364 | $0 | $0 | $0 | $10,314 | $0 | $13,906 | $0 | $268,133 | $0 | $0 | $0 |
| JOAN PUNCH | ||||||||||||||
| PRESIDENT SENIOR OPTIONS & WC AT-HOME | $211,784 | $0 | $64,085 | $0 | $0 | $0 | $10,962 | $0 | $7,959 | $0 | $294,790 | $0 | $0 | $0 |
| TIMOTHY TIVVIS | ||||||||||||||
| EXECUTIVE DIRECTOR/VP OPERATIONS | $197,935 | $0 | $70,135 | $0 | $0 | $0 | $9,286 | $0 | $1,630 | $0 | $278,986 | $0 | $0 | $0 |
| TRACY AMET | ||||||||||||||
| SALES COUNSELOR | $248,078 | $0 | $1,073 | $0 | $0 | $0 | $4,771 | $0 | $7,896 | $0 | $261,818 | $0 | $0 | $0 |
| ELLEN DUCKWORTH | ||||||||||||||
| SALES DIRECTOR | $192,030 | $0 | $1,359 | $0 | $0 | $0 | $7,651 | $0 | $7,372 | $0 | $208,412 | $0 | $0 | $0 |
| MELINDA COLEY | ||||||||||||||
| SR. DIRECTOR OF FINANCE | $174,264 | $0 | $11,302 | $0 | $0 | $0 | $6,982 | $0 | $7,451 | $0 | $199,999 | $0 | $0 | $0 |
| DANIEL MASON | ||||||||||||||
| SALES COUNSELOR | $172,080 | $0 | $1,161 | $0 | $0 | $0 | $6,953 | $0 | $7,283 | $0 | $187,477 | $0 | $0 | $0 |
| JULIA FRETWELL | ||||||||||||||
| HEALTHCARE ADMINISTRATOR | $147,386 | $0 | $14,255 | $0 | $0 | $0 | $6,128 | $0 | $12,152 | $0 | $179,921 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | INCLUDED IN THE COMPENSATION OF J. BENJAMIN UNKLE, JR. IS $71,152 FROM A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). FOR DETAILS OF HOW THE ORGANIZATION SETS COMPENSATION, PLEASE SEE THE DESCRIPTION IN THE NOTE FOR PART I, LINE 3. |
| SCHEDULE J, PART I, LINE 1B | APPROVED EXPENSE REPORT ALONG WITH SUPPORTING RECEIPTS MUST BE SUBMITTED PRIOR TO REIMBURSEMENT. |
| SCHEDULE J, 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 (SERP) FOR THE CEO CONTINGENT IN PART UPON LONGEVITY OF EMPLOYMENT 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 THE BASIS FOR SETTING COMPENSATION. |
| SCHEDULE J, PART II, COLUMN (B)(II) | IN THE PRIOR YEAR, THE CEO'S COMPENSATION EXCEEDED HISTORICAL AMOUNTS DUE TO THE VESTING OF A RETENTION BONUS. THIS BONUS WAS STRATEGICALLY IMPLEMENTED TO SAFEGUARD THE ORGANIZATION DURING A CRITICAL PHASE OF EXPANSION, WHICH INVOLVED OVER $400 MILLION IN BORROWING AND INVESTMENT. GIVEN THE CEO'S EXTENSIVE EXPERIENCE LEADING LARGE, MULTICAMPUS SENIOR LIVING OPERATIONS AND THE INTEREST EXPRESSED BY OTHER ORGANIZATIONS IN RECRUITING FOR SIMILAR ROLES, RETAINING THIS LEADERSHIP WAS CONSIDERED ESSENTIAL TO ENSURING THE SUCCESS OF THE ORGANIZATION'S GROWTH INITIATIVES. THE RETENTION BONUS DETAILS WERE EVALUATED FOR MARKET COMPETITIVENESS IN ACCORDANCE WITH THE COMPENSATION REVIEW POLICY AND RECEIVED BOARD APPROVAL. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CITY OF VIRGINIA BEACH DEVELOPMENT AUTHORITY | ||||||||
| A | 540947964 | NONEAVAIL | 2028-07-25 | $79,239,513 | REFUND SERIES 2015 BONDS | false | false | false |
| CITY OF VIRGINIA BEACH DEVELOPMENT AUTHORITY | ||||||||
| B | 540947964 | 92774NBC3 | 2023-12-28 | $424,709,459 | CONSTRUCTION OF THE BAY TOWER | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | In Reserve FundInReserveFundAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $5,728,000 | $79,239,513 | $913,659 | $78,324,614 | Yes (true) | false | Yes (true) | Yes (true) | |
| B | $424,709,459 | $4,920,608 | false | false | false | Yes (true) | $33,583,275 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | false | false | 0.02 | 0 | 0.02 | false | false | 0 | false | false |
| B | false | false | false | false | false | false | 0.0 | 0 | 0.0 | false | false | 0 | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | false | false | false | 0 | false | false | false | 0 | false | false | false |
| B | false | Yes (true) | false | false | false | false | 0 | false | false | false | 0 | false | false | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | false |
| B | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A-4C DESCRIPTION OF PROGRAM SERVICES | (EXPENSES $ 108,588 INCLUDING GRANTS OF $)(REVENUE $ 62,514) CANNABILITY CONSULTING PROVIDES INDIVIDUAL AND INDUSTRY EDUCATION, CONSULTATION, ADVOCACY , AND EVIDENCE-BASED INTERVENTIONS THAT ALLOW INDIVIDUALS TO MAKE SAFE AND INFORMED DECISIONS ABOUT CANNABIS THEAPEUTICS. |
| FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY | 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, LINE 12C CONFLICT OF INTEREST POLICY | EMPLOYEES IN LEADERSHIP POSITIONS AND 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. EMPLOYEES IN LEADERSHIP POSITIONS AND BOARD MEMBERS ALSO HAVE AN ONGOING DUTY TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST THAT ARISES DURING THE YEAR. IF NECESSARY, BOARD MEMBERS RECUSE THEMSELVES FROM VOTING IF THERE IS A POSSIBILITY OF A CONFLICT OF INTEREST. |
| FORM 990, PART VI, LINE 15A PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL | THE POLICY OF THE ORGANIZATION IS TO SET COMPENSATION AT MARKET PAY FOR ALL EMPLOYEES WHO ARE FULLCOMPETENT IN THEIR POSITIONS. MARKET PAY IS DETERMINED BY INDEPENDENT, OUTSIDE EXPERTS. ADDITIONALLYA 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 (SERP) 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. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. |
| FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND WITHIN THE COMMUNITY'S LIBRARY. |
| FORM 990, PART VII, SECTION A DESCRIPTION OF HOURS FOR RELATED ORGANIZATIONS | OFFICERS AND KEY EMPLOYEES LISTED ON PART VII WORK AN AVERAGE OF 40 HOURS PER WEEK. THEIR TIME IS SHARED BETWEEN THE FILING ORGANIZATION AND OTHER RELATED ENTITIES LISTED ON SCHEDULE R. |
| FORM 990, PART VII, SECTION A PRESIDENT/CEO COMPENSATION | INCLUDED IN THE COMPENSATION OF J. BENJAMIN UNKLE JR. IS $71,152 FOR A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). FOR DETAILS ON HOW THE ORGANIZATION SETS COMPENSATION, PLEASE SEE SCH J, PART III. |
| FORM 990, PART VIII, LINE 2F OTHER PROGRAM SERVICE REVENUE | SENIOR OPTIONS LEASE REVENUE - TOTAL REVENUE: 215970, RELATED OR EXEMPT FUNCTION REVENUE: 215970, UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: ; |
| FORM 990, PART VIII, LINE 11D OTHER MISCELLANEOUS REVENUE | OTHER REVENUE - TOTAL REVENUE: 438785, RELATED OR EXEMPT FUNCTION REVENUE: 30084, UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: 408701; |
| FORM 990, PART IX, LINE 11G OTHER FEES | OTHER FEES - TOTAL EXPENSE: 1619860, PROGRAM SERVICE EXPENSE: 1162736, MANAGEMENT AND GENERAL EXPENSES: 457124, FUNDRAISING EXPENSES: ; PROFESSIONAL AND CONSULTING - TOTAL EXPENSE: 459218, PROGRAM SERVICE EXPENSE: 329627, MANAGEMENT AND GENERAL EXPENSES: 129591, FUNDRAISING EXPENSES: ; PURCHASED SERVICES - TOTAL EXPENSE: 4064119, PROGRAM SERVICE EXPENSE: 2917224, MANAGEMENT AND GENERAL EXPENSES: 1146895, FUNDRAISING EXPENSES: ; THERAPY CONTRACT - TOTAL EXPENSE: 1972299, PROGRAM SERVICE EXPENSE: 1415716, MANAGEMENT AND GENERAL EXPENSES: 556583, FUNDRAISING EXPENSES: ; |
| FORM 990, PART XII, LINE 2C CHANGE OF OVERSIGHT PROCESS OR SELECTION PROCESS | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR THE SELECTION PROCESS DURING THE FILING YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| WESTMINSTER-CANTERBURY AT HOME LLC | ||||||||
| 3100 SHORE DRIVE | VIRGINIA BEACH | VA | 23451 | HOME HEALTH, HOSPICE AND RELATED COMMUNITY SERVICES | VA | $11,712,388 | $28,181,973 | WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY |
| SENIOR OPTIONS LLC | ||||||||
| 3100 SHORE DRIVE | VIRGINIA BEACH | VA | 23451 | HOME HEALTH, HOSPICE AND RELATED COMMUNITY SERVICES | VA | $3,544,841 | $11,708,577 | WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY |
| SO REALTY LLC | ||||||||
| 3100 SHORE DRIVE | VIRGINIA BEACH | VA | 23451 | PROPERTY MANAGEMENT | VA | $215,970 | $2,486,903 | WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY |
| CANNABILITY CONSULTING | ||||||||
| 3100 SHORE DRIVE | VIRGINIA BEACH | VA | 23451 | HEALTH CONSULTING | VA | $201,221 | $250,399 | WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY FOUNDATION | ||||||||||
| 3100 SHORE DRIVE | VIRGINIA BEACH | VA | 23451 | 541666603 | FUNDRAISING | VA | 501(C)(3) | 5 | WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY | Yes (true) |
| THE BALLENTINE HOME CORPORATION | ||||||||||
| 3100 SHORE DRIVE | VIRGINIA BEACH | VA | 23451 | 541327568 | BIRDSONG TABLETS | VA | 501(C)(3) | TYPE I | WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY | Yes (true) |
| SENIOR OPTIONS COMMUNITY | ||||||||||
| 3100 SHORE DRIVE | VIRGINIA BEACH | VA | 23451 | 873737198 | OPERATE AN INDEPENDENT LIVING FACILITY | VA | 501(C)(3) | 10 | WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SENIOR OPTIONS COMMUNITY | ||
| Q | $50,004 | ALLOCATION |
| SENIOR OPTIONS COMMUNITY | ||
| L | $233,347 | ALLOCATION |
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