WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY (EIN 54-1071734)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-28
- IRS object ID
- 202502409349301810
- Schema version
- 2023v6.0
- Note
- A later return for the same period supersedes this one.
- 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 | 2025-08-28T16:31:48-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST TRADE STREET SUITE 800 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | 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 | DAVID B MYERS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7574961778 | PhoneNum |
| Signature | 2025-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHERINE A WARLICK | PreparerPersonNm |
| PTIN | P02065266 | PTIN |
| Phone | 7049985200 | PhoneNum |
| Preparation | 2025-08-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | J BENJAMIN UNKLE JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 SHORE DRIVE | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $77,635,982 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WCBAY.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 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 | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 1032 | TotalEmployeeCnt |
| Total Volunteers | 131 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,337,910 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $71,204,842 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $75,725,903 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,737,716 | PYInvestmentIncomeAmt |
| CY Investment Income | -$4,162,895 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $76,280,468 | PYTotalRevenueAmt |
| CY Total Revenue | $71,563,008 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,500 | 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 | $35,157,347 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $38,481,574 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $35,050,231 | PYOtherExpensesAmt |
| CY Other Expenses | $36,893,486 | CYOtherExpensesAmt |
| PY Total Expenses | $70,210,078 | PYTotalExpensesAmt |
| CY Total Expenses | $75,375,060 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,070,390 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,812,052 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $267,400,230 | TotalAssetsBOYAmt |
| Total Assets EOY | $722,954,431 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $264,814,406 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $716,535,191 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,585,824 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,419,240 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OTHE 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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $43,069,843 | ExpenseAmt |
| Revenue | $60,838,576 | RevenueAmt |
| Desc | SEE SCHEDULE OINDEPENDENT LIVING, WHICH CONSISTS OF 423 APARTMENTS OFFERS DINING SERVICES, WEEKLY CLEANING & LINEN SERVICES, FITNESS ANDWELLNESS PROGRAMS, PLANNED ACTIVITIES & EXCURSIONS, TRANSPORTATION TOSHOPPING, CHURCH, ENTERTAINMENT, AND ATHLETIC ACTIVITIES TO ACTIVEPEOPLE AGE 62 AND OLDER. ON SITE ACTIVITIES INCLUDE 2 SWIMMING POOLS, AFITNESS CENTER, A WOODWORKING SHOP, A WALK-IN CLINIC, AND DIRECT ACCESSTO THE CHESAPEAKE BAY. ASSISTED LIVING, WHICH CONSISTS OF 80 APARTMENTSINCLUDING A 14 BED DEMENTIA UNIT, IS AVAILABLE FOR RESIDENTS WITHSPECIAL NEEDS THAT MAY REQUIRE SUPERVISION OR ASSISTANCE WITH THEIRDAILY ROUTINE. THE COMMONWEALTH OF VIRGINIA LICENSES BOTH INDEPENDENTAND ASSISTED LIVING SERVICES AS AN ADULT CARE RESIDENCE. THE 108 BEDSKILLED NURSING HOME OFFERS SHORT-TERM REHABILITATION SERVICES TORESIDENTS AND THE GREATER COMMUNITY. RESIDENTS NEEDING LONG-TERMNURSING CARE ARE INVOLVED IN OUR MULTIFACETED LIFESTYLES AND ENGAGE INSTIMULATING EVENTS TAILORED TO A VARIETY OF INTERESTS AND ABILITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,790,014 | ExpenseAmt |
| Revenue | $11,255,007 | 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 | $3,505,421 | ExpenseAmt |
| Revenue | $3,577,162 | 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) |
|---|---|---|
| Revenue | $55,158 | 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 Revenue | $55,158 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $57,365,278 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 131 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1032 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID B MYERS - CFO | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 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 |
|---|---|---|---|---|---|---|---|---|---|
| LISA B SMITH | |||||||||
| TRUSTEE, CHAIR | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN D CAVANAUGH | |||||||||
| TRUSTEE, VICE CHAIR | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BERNIE BOONE | |||||||||
| TRUSTEE,SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHARLES D ROBINSON III | |||||||||
| TRUSTEE, TREASURER | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICHARD C BURROUGHS | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE L COMPO | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS C CLINT DAMUTH | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| IAN HOLDER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD C RIPLEY | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT TAYLOR | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FATHER NOAH VAN NIEL | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALVIN A WALL | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR TERRY WHIBLEY | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR ARMISTEAD WILLIAMS | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR GEORGE WONG | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| J BENJAMIN UNKLE JR | |||||||||
| PRESIDENT/CEO | 37.00 | 3.00 | Yes (X) | $1,128,462 | $0 | $34,269 | |||
| DAVID MYERS | |||||||||
| CFO/ASSISTANT TREASURER | 37.00 | 3.00 | Yes (X) | $263,350 | $0 | $20,342 | |||
| VICTORIA CRENSHAW | |||||||||
| VP OF HEALTH AND RESIDENT | 28.00 | 12.00 | Yes (X) | $266,803 | $0 | $20,501 | |||
| ASHLEY ALLMAN | |||||||||
| VP OF DEVELOPMENT AND MARK | 39.00 | 1.00 | $237,723 | $0 | $33,097 | Yes (X) | |||
| MARK BORST | |||||||||
| VP OF DEVELOPMENT AND GENE | 40.00 | 0.00 | $210,067 | $0 | $24,905 | Yes (X) | |||
| JOAN PUNCH | |||||||||
| PRESIDENT SENIOR OPTIONS AND WC @ HOME | 40.00 | 0.00 | $237,110 | $0 | $18,891 | Yes (X) | |||
| TIMOTHY TIVVIS | |||||||||
| EXEC DIR/VP OPERATIONS | 40.00 | 0.00 | $211,941 | $0 | $9,219 | Yes (X) | |||
| ED LAWSON | |||||||||
| SR. DIRECTOR OF IT | 40.00 | 0.00 | $266,217 | $0 | $30,334 | Yes (X) | |||
| MELINDA COLEY | |||||||||
| SR. DIRECTOR OF FINANCE - | 40.00 | 0.00 | $182,895 | $0 | $15,232 | Yes (X) | |||
| TRACY AMET | |||||||||
| SALES COUNSELOR | 40.00 | 0.00 | $231,350 | $0 | $18,440 | Yes (X) | |||
| MICHELLE BRIDGES | |||||||||
| SR. DIR. BUS. DEV. - SENIO | 40.00 | 0.00 | $138,774 | $0 | $26,896 | Yes (X) | |||
| ELLEN DUCKWORTH | |||||||||
| SALES DIRECTOR | 40.00 | 0.00 | $220,998 | $0 | $18,683 | Yes (X) | |||
| BRENDA ROSECRANS | |||||||||
| SR DIRECTOR OF HUMAN RESOU | 40.00 | 0.00 | $171,640 | $0 | $26,234 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,767,330 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $297,043 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 36 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DOMINGUEZ MICHAEL ANGELO | |||||
| 1040 RADCLIFF LANDING | VIRGINIA BEACH | VA | 23464 | GENERAL CONTRACTOR | $2,022,733 |
| FUNCTIONAL PATHWAYS OF TN LLC | |||||
| 10133 S SHERRILL BLVD STE 200 | KNOXVILLE | TN | 38932 | THERAPY SERVICES | $1,930,185 |
| TILE & TERRAZZO LLC | |||||
| 1000 OBICI INDUSTRIAL BLVD | SUFFOLK | VA | 23434 | GENERAL CONTRACTOR | $518,534 |
| CLIFTONLARSONALLEN LLP | |||||
| 227 W TRADE STREET 8TH FLOOR | CHARLOTTE | NC | 28202 | PROFESSIONAL SERVICES | $503,385 |
| STUDIO SIX5 LLC | |||||
| 811 BARTON SPRINGS RD SUITE 800 | AUSTIN | TX | 78704 | INTERIOR DESIGN | $264,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT REVENUE | 623000 | $58,459,662 | $58,459,662 |
| HOME HEALTH & HOSPICE | 621610 | $11,186,683 | $11,186,683 |
| SENIOR OPTIONS LLC | 621610 | $3,577,162 | $3,577,162 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,502,396 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,502,396 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $75,725,903 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,852,132 | TotalRevenueColumnAmt |
| Exclusion | $1,852,132 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $57,947 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $6,072,974 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $57,947 | SecuritiesAmt |
| Other | -$6,072,974 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,015,027 | TotalRevenueColumnAmt |
| Exclusion | -$6,015,027 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,563,008 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $75,725,903 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$4,162,895 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,013,232 | TotalAmt |
| Program Services | $2,470,850 | ProgramServicesAmt |
| Management And General | $542,382 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,085,697 | TotalAmt |
| Program Services | $24,742,043 | ProgramServicesAmt |
| Management And General | $5,343,654 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,289,850 | TotalAmt |
| Program Services | $1,135,105 | ProgramServicesAmt |
| Management And General | $154,745 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,782,834 | TotalAmt |
| Program Services | $1,571,671 | ProgramServicesAmt |
| Management And General | $211,163 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,309,961 | TotalAmt |
| Program Services | $2,026,623 | ProgramServicesAmt |
| Management And General | $283,338 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,599 | TotalAmt |
| Program Services | $255,599 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,648 | TotalAmt |
| Management And General | $258,648 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,923 | TotalAmt |
| Management And General | $162,923 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,280,542 | TotalAmt |
| Program Services | $5,243,782 | ProgramServicesAmt |
| Management And General | $2,036,760 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $698,618 | TotalAmt |
| Program Services | $344,093 | ProgramServicesAmt |
| Management And General | $354,525 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,885 | TotalAmt |
| Program Services | $205,827 | ProgramServicesAmt |
| Management And General | $140,058 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,961,386 | TotalAmt |
| Management And General | $1,961,386 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,475,510 | TotalAmt |
| Program Services | $2,509,142 | ProgramServicesAmt |
| Management And General | $966,368 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,099 | TotalAmt |
| Program Services | $159,539 | ProgramServicesAmt |
| Management And General | $108,560 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,399 | TotalAmt |
| Program Services | $41,298 | ProgramServicesAmt |
| Management And General | $28,101 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,004,232 | TotalAmt |
| Program Services | $3,004,232 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,281,274 | TotalAmt |
| Program Services | $7,945,248 | ProgramServicesAmt |
| Management And General | $2,336,026 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,190,339 | TotalAmt |
| Management And General | $1,190,339 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD COSTS | $3,202,933 | $3,202,933 | |
| OTHER SUPPLIES | $2,267,291 | $1,349,205 | $918,086 |
| OTHER EXPENSES | $1,713,513 | $1,019,667 | $693,846 |
| EMPLOYEE RELATED EXP | $457,295 | $138,421 | $318,874 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,375,060 | TotalAmt |
| Program Services | $57,365,278 | ProgramServicesAmt |
| Management And General | $18,009,782 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,614,006 | BOYAmt |
| EOY | $12,211,265 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,255 | BOYAmt |
| EOY | $114,936 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,788,445 | BOYAmt |
| EOY | $5,788,673 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $801,255 | BOYAmt |
| EOY | $826,832 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $889,262 | BOYAmt |
| EOY | $866,929 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $314,899,645 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $126,171,819 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,301,361 | BOYAmt |
| EOY | $188,727,826 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,782,842 | BOYAmt |
| EOY | $66,038,361 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,199,804 | BOYAmt |
| EOY | $448,379,609 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,400,230 | BOYAmt |
| EOY | $722,954,431 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,296,905 | BOYAmt |
| EOY | $19,275,633 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,995,896 | BOYAmt |
| EOY | $142,873,578 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,481,226 | BOYAmt |
| EOY | $490,237,343 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,040,379 | BOYAmt |
| EOY | $64,148,637 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,814,406 | BOYAmt |
| EOY | $716,535,191 | 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 | $2,585,824 | BOYAmt |
| EOY | $6,419,240 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,585,824 | BOYAmt |
| EOY | $6,419,240 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,400,230 | BOYAmt |
| EOY | $722,954,431 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,812,052 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,345,012 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$699,544 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,150 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,108 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,337,910 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $3,391,668 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,008,422 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,066,534 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,174,701 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,204,842 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,725,903 | CurrentTaxYearAmt |
| Total | $345,180,402 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,011,572 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,084,034 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,207,809 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74,542,752 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,725,903 | CurrentTaxYearAmt |
| Total | $348,572,070 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $348,572,070 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $894,264 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,993,458 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,151,265 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,737,716 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,852,132 | CurrentTaxYearAmt |
| Total | $8,628,835 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $894,264 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,993,458 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,151,265 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,737,716 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,852,132 | CurrentTaxYearAmt |
| Total | $8,628,835 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,905,836 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,077,492 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,359,074 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,280,468 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,578,035 | CurrentTaxYearAmt |
| Total | $357,200,905 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97580 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97110 | PublicSupportPY509Pct |
| Investment Income CY | 0.02420 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02890 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,750,351 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $667,057 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,417,408 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,520,473 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $229,878 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,750,351 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,595,611 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $167,762 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,763,373 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09056 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66517 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24427 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | 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 | $194,201,660 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,761,311 | DepreciationAmt |
| Book Value | $126,440,349 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,652,604 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,974,103 | DepreciationAmt |
| Book Value | -$40,321,499 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,059,585 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,798,420 | DepreciationAmt |
| Book Value | $7,261,165 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $87,223,162 | OtherCostOrOtherBasisAmt |
| Depreciation | $637,985 | DepreciationAmt |
| Book Value | $86,585,177 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $188,727,826 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER ASSETS | $702,739 |
| DUE FROM AFFILIATE | $59,596,378 |
| RESTRICTED ASSETS - DEFERRED COMPENSATION | $566,414 |
| INSURANCE RESERVE | $813,218 |
| ASSETS EXTERNALLY RESTRICTED BY AGREEMENTS | $386,700,860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $448,379,609 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| RESERVATION FEES | $753,520 |
| ADVANCE FEE DEPOSITS | $17,923,677 |
| DUE TO AFFILIATE | $45,471,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $64,148,637 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO SUPPORT THE MISSION OF WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY. |
| 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 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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| J BENJAMIN UNKLE JR | ||||||||||||||
| PRESIDENT/CEO | $424,166 | $0 | $637,210 | $0 | $67,086 | $0 | $11,717 | $0 | $22,552 | $0 | $1,162,731 | $0 | $0 | $0 |
| ED LAWSON | ||||||||||||||
| SR. DIRECTOR OF IT | $193,036 | $0 | $73,181 | $0 | $0 | $0 | $2,350 | $0 | $27,984 | $0 | $296,551 | $0 | $0 | $0 |
| VICTORIA CRENSHAW | ||||||||||||||
| VP OF HEALTH AND RESIDENT | $227,240 | $0 | $32,921 | $0 | $6,642 | $0 | $9,090 | $0 | $11,411 | $0 | $287,304 | $0 | $0 | $0 |
| DAVID MYERS | ||||||||||||||
| CFO/ASSISTANT TREASURER | $239,460 | $0 | $23,128 | $0 | $762 | $0 | $9,578 | $0 | $10,764 | $0 | $283,692 | $0 | $0 | $0 |
| ASHLEY ALLMAN | ||||||||||||||
| VP OF DEVELOPMENT AND MARK | $226,431 | $0 | $11,292 | $0 | $0 | $0 | $8,795 | $0 | $24,302 | $0 | $270,820 | $0 | $0 | $0 |
| JOAN PUNCH | ||||||||||||||
| PRESIDENT SENIOR OPTIONS AND WC @ HO | $201,900 | $0 | $33,150 | $0 | $2,060 | $0 | $8,076 | $0 | $10,815 | $0 | $256,001 | $0 | $0 | $0 |
| TRACY AMET | ||||||||||||||
| SALES COUNSELOR | $68,885 | $0 | $8,715 | $0 | $153,750 | $0 | $9,335 | $0 | $9,105 | $0 | $249,790 | $0 | $0 | $0 |
| ELLEN DUCKWORTH | ||||||||||||||
| SALES DIRECTOR | $85,942 | $0 | $25,706 | $0 | $109,350 | $0 | $8,823 | $0 | $9,860 | $0 | $239,681 | $0 | $0 | $0 |
| MARK BORST | ||||||||||||||
| VP OF DEVELOPMENT AND GENE | $182,954 | $0 | $27,113 | $0 | $0 | $0 | $3,743 | $0 | $21,162 | $0 | $234,972 | $0 | $0 | $0 |
| TIMOTHY TIVVIS | ||||||||||||||
| EXEC DIR/VP OPERATIONS | $186,269 | $0 | $25,500 | $0 | $172 | $0 | $7,105 | $0 | $2,114 | $0 | $221,160 | $0 | $0 | $0 |
| MELINDA COLEY | ||||||||||||||
| SR. DIRECTOR OF FINANCE - | $163,239 | $0 | $19,656 | $0 | $0 | $0 | $6,549 | $0 | $8,683 | $0 | $198,127 | $0 | $0 | $0 |
| BRENDA ROSECRANS | ||||||||||||||
| SR DIRECTOR OF HUMAN RESOU | $125,621 | $0 | $13,607 | $0 | $32,412 | $0 | $5,234 | $0 | $21,000 | $0 | $197,874 | $0 | $0 | $0 |
| MICHELLE BRIDGES | ||||||||||||||
| SR. DIR. BUS. DEV. - SENIO | $138,774 | $0 | $0 | $0 | $0 | $0 | $5,865 | $0 | $21,031 | $0 | $165,670 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1B | APPROVED EXPENSE REPORT ALONG WITH SUPPORTING RECEIPTS MUST BE SUBMITTED PRIOR TO REIMBURSEMENT. |
| PART I, LINE 3 | THE POLICY OF THE ORGANIZATION IS TO SET COMPENSATION AT MARKET PAY FOR ALL EMPLOYEES WHO ARE FULLY COMPETENT IN THEIR POSITIONS. MARKET PAY IS DETERMINED BY INDEPENDENT, OUTSIDE EXPERTS. ADDITIONALLY, A SUBSTANTIAL PORTION OF THE PRESIDENT AND CEO'S COMPENSATION IS AT-RISK PAY LINKED TO SPECIFIC GOALS AND RESULTS. ADDITIONALLY, THE BOARD PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (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. |
| PART I, LINE 4B | INCLUDED IN THE COMPENSATION OF J. BENJAMIN UNKLE, JR. IS $68,170 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. |
| PART I, LINE 5 | SOME OF THE MANAGEMENT STAFF'S BONUSES ARE CONTINGENT ARE HITTING CERTAIN TARGETED REVENUE AMOUNTS |
| PART I, LINE 6 | SOME OF THE MANAGEMENT STAFF'S BONUSES ARE CONTINGENT ARE HITTING CERTAIN TARGETED NET EARNINGS AMOUNTS |
| PART II, LINE 1, COLUMN B(II) | DURING THE REPORTING YEAR, THE CEO'S COMPENSATION EXCEEDED PRIOR YEARS 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, MULTI-CAMPUS 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 | 2018-07-25 | $79,239,513 | REFUND SERIES 2015 BONDS | 0 | 0 | 0 |
| CITY OF VIRGINIA BEACH DEVELOPMENT AUTHORITY | ||||||||
| B | 540947964 | 92774NBC3 | 2023-12-28 | $424,709,459 | CONSTRUCTION OF THE BAY TOWER | 0 | 0 | 0 |
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 (1) | 0 | Yes (1) | Yes (1) | |
| B | $424,709,459 | $4,920,608 | 0 | 0 | 0 | Yes (1) | $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 | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.02000 | 0.02000 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
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 | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE BELOW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE BELOW | RelationshipDescriptionTxt |
| Transaction | $216,982 | TransactionAmt |
| Transaction | SEE BELOWDAMUTH SERVICES, INC. D/B/A DAMUTH TRANE PROVIDED HVAC SERVICES TO THE ORGANIZATION. DAMUTH SERVICES IS CO-OWNED BY THOMAS C. CLINT DAMUTH, A BOARD MEMBER OF THE ORGANIZATION. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 AMENDED RETURN EXPLANATION | THE RETURN HAS BEEN AMENDED TO UPDATE SCHEDULE J, PART III TO REFLECT TERMS RELATED TO A RETENTION BONUS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY MANAGEMENT AND A COPY OF THE RETURN, SUBSEQUENT TO THAT REVIEW, IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | 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. IF NECESSARY, BOARD MEMBERS RECUSE THEMSELVES FROM VOTING IF THERE IS A POSSIBILITY OF A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE POLICY OF THE ORGANIZATION IS TO SET COMPENSATION AT MARKET PAY FOR ALL EMPLOYEES WHO ARE FULLY COMPETENT IN THEIR POSITIONS. MARKET PAY IS DETERMINED BY INDEPENDENT, OUTSIDE EXPERTS. ADDITIONALLY, A SUBSTANTIAL PORTION OF THE PRESIDENT AND CEO'S COMPENSATION IS AT-RISK PAY LINKED TO SPECIFIC GOALS AND RESULTS. ADDITIONALLY, THE BOARD PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (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 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND WITHIN THE COMMUNITY'S LIBRARY. |
| FORM 990, PART VII, 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 XI, LINE 9: | TRANSFER OF NA FROM LYNNHAVEN TO WCCB -699,544. |
| FORM 990, PART XII, LINE 2C | 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 | EINEIN | 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 | 541071734 | HOME HEALTH, HOSPICE AND RELATED COMMUNITY SERVICES | VA | $11,255,007 | $25,719,724 | WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY |
| SENIOR OPTIONS LLC | |||||||||
| 3100 SHORE DRIVE | VIRGINIA BEACH | VA | 23451 | 541071734 | HOME HEALTH, HOSPICE AND RELATED COMMUNITY SERVICES | VA | $3,577,162 | $8,948,484 | WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY |
| SO REALTY LLC | |||||||||
| 3100 SHORE DRIVE | VIRGINIA BEACH | VA | 23451 | 541071734 | PROPERTY MANAGEMENT | VA | $215,990 | $2,403,317 | WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY |
| CANNABILITY CONSULTING | |||||||||
| 3100 SHORE DRIVE | VIRGINIA BEACH | VA | 23451 | 541071734 | HEALTH CONSULTING | VA | $55,158 | $210,041 | 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 | SUPPORT THE MISSION OF WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY | VA | 501(C)(3) | 170(B)(1)(A)(VI) | WCCB | Yes (1) |
| THE BALLENTINE HOME CORPORATION | ||||||||||
| 3100 SHORE DRIVE | VIRGINIA BEACH | VA | 23451 | 541327568 | SUPPORT THE MISSION OF WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY | VA | 501(C)(3) | 509(A)(3), TYPE 1 | WCCB | Yes (1) |
| SENIOR OPTIONS COMMUNITY | ||||||||||
| 3100 SHORE DRIVE | VIRGINIA BEACH | VA | 23451 | 873737198 | SUPPORT THE MISSION OF WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY | VA | 501(C)(3) | 509(A)(2) | WCCB | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |