WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY (EIN 54-1071734)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-08-13
- IRS object ID
- 202002269349302350
- Schema version
- 2018v3.2
- 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 | 2020-08-13T14:04:37-05:00 | ReturnTs |
| Tax Period End | 2019-09-30 | 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 | 2018-10-01 | 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 | 2020-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN NORMAN | PreparerPersonNm |
| PTIN | P01506766 | PTIN |
| Phone | 7049985200 | PhoneNum |
| Preparation | 2020-08-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-13 | IPDt |
| IP Tm | 12:26:50 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4F402DDF36D721BD6AB3A2CA290BB815499705B6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2B4287C954488C71DF9815DC6C388615DA2251A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER CANTERBURY ON CHESAPEAKE BAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $62,696,283 | 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 | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 1029 | TotalEmployeeCnt |
| Total Volunteers | 210 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $54,483,310 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $59,568,338 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,289,360 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,127,945 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $56,772,670 | PYTotalRevenueAmt |
| CY Total Revenue | $62,696,283 | 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 | $25,348,707 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $28,241,537 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,569,219 | PYOtherExpensesAmt |
| CY Other Expenses | $32,372,192 | CYOtherExpensesAmt |
| PY Total Expenses | $53,917,926 | PYTotalExpensesAmt |
| CY Total Expenses | $60,613,729 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,854,744 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,082,554 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $178,422,047 | TotalAssetsBOYAmt |
| Total Assets EOY | $181,465,545 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $192,954,764 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $192,594,630 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$14,532,717 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$11,129,085 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $36,631,589 | ExpenseAmt |
| Revenue | $48,416,703 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,187,091 | ExpenseAmt |
| Revenue | $8,196,446 | 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 | $2,652,777 | ExpenseAmt |
| Revenue | $2,775,021 | 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 | $183,987 | ExpenseAmt |
| Revenue | $180,168 | RevenueAmt |
| Desc | S.O. REALTY, LLC HOLDS A BUILDING USED TO PROVIDE OFFICE SPACE FOR SENIOR OPTIONS, LLC AND WESTMINSTER-CANTERBURY AT HOME LLC. IN ADDITION, THERE IS AN OUTSIDE TENANT THAT LEASES SPACE WITHIN THE BUILDING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $183,987 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $180,168 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $46,655,444 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | 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 | Yes (1) | InvestTaxExemptBondsInd |
| Escrow Account | Yes (1) | 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 125 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1029 | 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 | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| SUZANNE PURYEAR | |||||||||
| TRUSTEE, CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RICHARD B THURMOND | |||||||||
| TRUSTEE, VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DR DAVID B YOUNG | |||||||||
| TRUSTEE, SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOHN D CAVANAUGH | |||||||||
| TRUSTEE, TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY P KING | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LISA B SMITH | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES D ROBISON III | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE L COMPO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD C BURROUGHS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR TOWNSEND BROWN JR | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DENNIS G MANNING | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THE REV ALBERT G BUTZER III | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JANE CADY RATHBORNE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR GEORGE WONG | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHERINE C WILLIS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THE RT REV JAMES MAGNESS | |||||||||
| TRUSTEE, EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THE REV LIZA HENDRICKS | |||||||||
| TRUSTEE, EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| J BENJAMIN UNKLE JR | |||||||||
| PRESIDENT/CEO | 38.00 | Yes (X) | $741,632 | $0 | $42,033 | 2.00 | |||
| JOSEPH F BELVEDERE JR | |||||||||
| CFO/ASST TREASURER (THRU JAN 2019) | 38.00 | Yes (X) | $166,736 | $0 | $31,844 | 2.00 | |||
| DAVID MYERS | |||||||||
| CFO/ASST TREASURER (FROM JAN 2019) | 38.00 | Yes (X) | $229,457 | $0 | $16,744 | 2.00 | |||
| VICTORIA CRENSHAW | |||||||||
| VP HEALTH AND RESIDENT SVCS | 40.00 | $262,537 | $0 | $25,842 | Yes (X) | ||||
| NANCY KING | |||||||||
| PRES. SENIOR OPTIONS AND WC AT HOME | 40.00 | $335,651 | $0 | $41,069 | Yes (X) | ||||
| ASHLEY ALLMAN | |||||||||
| EXECUTIVE DIRECTOR WC FOUNDATION | 40.00 | $155,995 | $0 | $34,519 | Yes (X) | ||||
| MARK BORST | |||||||||
| VP DEVELOPMENT AND GENERAL SERVICES | 40.00 | $213,305 | $0 | $5,701 | Yes (X) | ||||
| RICHARD HOHERZ | |||||||||
| CIO | 40.00 | $185,275 | $0 | $28,996 | Yes (X) | ||||
| JEAN GANDER | |||||||||
| DIRECTOR OF SALES & MARKETING | 40.00 | $152,313 | $0 | $19,883 | Yes (X) | ||||
| SALLY HUSTON | |||||||||
| SENIOR DIRECTOR SENIOR OPTIONS | 40.00 | $141,425 | $0 | $9,042 | Yes (X) | ||||
| MICHELLE BRIDGES | |||||||||
| SENIOR DIRECTOR BUSINESS DEVELOPMENT | 40.00 | $147,911 | $0 | $20,441 | Yes (X) | ||||
| CHRIS VILLA | |||||||||
| DIRECTOR OF FINANCE | 40.00 | $143,530 | $0 | $32,678 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,875,767 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $308,792 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | 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 |
|---|---|---|---|---|---|
| THE WHITING TURNER CONTRACTING COMPANY | |||||
| 1317 EXECUTIVE BLVD | CHESAPEAKE | VA | 23320 | CONTRUCTION AND REMODELING | $7,774,498 |
| FLIK LIFESTYLES LLC | |||||
| 2400 YORKMONT ROAD | CHARLOTTE | NC | 28217 | FACILITY MANAGEMENT, FOOD SUPPLIES AND S | $4,174,246 |
| FUNCTIONAL PATHWAYS | |||||
| 536 OLD HOWELL ROAD | GREENVILLE | SC | 29615 | CONTRACTED THERAPY SERVICES | $2,384,070 |
| DAMUTH SERVICESINC | |||||
| PO BOX 6276 | CHESAPEAKE | VA | 23323 | HVAC EQUIPMENT AND SERVICES | $1,820,100 |
| SLAIT CONSULTING | |||||
| 13595 DULLEC TECHNOLOGY DR | HERNDON | VA | 20171 | IT HELPDESK SUPPORT | $734,848 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 64 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $58,349,455 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $58,349,455 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,218,883 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,218,883 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $59,568,338 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,127,945 | TotalRevenueColumnAmt |
| Exclusion | $3,127,945 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,696,283 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $59,568,338 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,127,945 | 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 | $2,875,766 | TotalAmt |
| Management And General | $2,875,766 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,495,465 | TotalAmt |
| Program Services | $18,095,152 | ProgramServicesAmt |
| Management And General | $2,400,313 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $789,404 | TotalAmt |
| Management And General | $789,404 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,388,240 | TotalAmt |
| Program Services | $586,432 | ProgramServicesAmt |
| Management And General | $1,801,808 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,692,662 | TotalAmt |
| Program Services | $1,335,961 | ProgramServicesAmt |
| Management And General | $356,701 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $990,851 | TotalAmt |
| Program Services | $990,851 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,574 | TotalAmt |
| Management And General | $271,574 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,301 | TotalAmt |
| Management And General | $59,301 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,133,170 | TotalAmt |
| Program Services | $4,080,359 | ProgramServicesAmt |
| Management And General | $2,052,811 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,225 | TotalAmt |
| Program Services | $74,124 | ProgramServicesAmt |
| Management And General | $394,101 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $914,110 | TotalAmt |
| Program Services | $587,457 | ProgramServicesAmt |
| Management And General | $326,653 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $660,877 | TotalAmt |
| Management And General | $660,877 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,771,754 | TotalAmt |
| Program Services | $2,534,476 | ProgramServicesAmt |
| Management And General | $237,278 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,843 | TotalAmt |
| Program Services | $202,726 | ProgramServicesAmt |
| Management And General | $149,117 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,727 | TotalAmt |
| Program Services | $33,197 | ProgramServicesAmt |
| Management And General | $24,530 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,960,077 | TotalAmt |
| Program Services | $2,960,077 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,695,231 | TotalAmt |
| Program Services | $8,666,034 | ProgramServicesAmt |
| Management And General | $29,197 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $873,406 | TotalAmt |
| Management And General | $873,406 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD COSTS | $2,879,021 | $2,843,508 | $35,513 |
| OTHER EXPENSES | $2,253,563 | $2,047,737 | $205,826 |
| OTHER SUPPLIES | $1,679,615 | $1,585,388 | $94,227 |
| EMPLOYEE RELATED EXP | $351,847 | $31,965 | $319,882 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,613,729 | TotalAmt |
| Program Services | $46,655,444 | ProgramServicesAmt |
| Management And General | $13,958,285 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,397,589 | BOYAmt |
| EOY | $10,591,478 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,207 | BOYAmt |
| EOY | $98,956 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,811,017 | BOYAmt |
| EOY | $4,776,388 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,839 | BOYAmt |
| EOY | $360,756 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $488,110 | BOYAmt |
| EOY | $600,393 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $211,978,078 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $96,327,952 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,816,677 | BOYAmt |
| EOY | $115,650,126 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,735,464 | BOYAmt |
| EOY | $33,584,095 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,762,144 | BOYAmt |
| EOY | $15,803,353 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,422,047 | BOYAmt |
| EOY | $181,465,545 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,419,413 | BOYAmt |
| EOY | $9,741,785 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,569,215 | BOYAmt |
| EOY | $94,023,284 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,004,886 | BOYAmt |
| EOY | $79,738,666 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,961,250 | BOYAmt |
| EOY | $9,090,895 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,954,764 | BOYAmt |
| EOY | $192,594,630 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$14,532,717 | BOYAmt |
| EOY | -$11,129,085 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$14,532,717 | BOYAmt |
| EOY | -$11,129,085 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,422,047 | BOYAmt |
| EOY | $181,465,545 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,082,554 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,820,445 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,141,523 | 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 |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,582,884 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,556,050 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,933,988 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,483,310 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,568,338 | CurrentTaxYearAmt |
| Total | $257,124,570 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,582,884 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,556,050 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,933,988 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,483,310 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,568,338 | CurrentTaxYearAmt |
| Total | $257,124,570 | 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 | $257,124,570 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $989,012 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $979,900 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,234,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,228,538 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,127,945 | CurrentTaxYearAmt |
| Total | $9,560,005 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $989,012 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $979,900 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,234,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,228,538 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,127,945 | CurrentTaxYearAmt |
| Total | $9,560,005 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,571,896 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,535,950 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,168,598 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,711,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,696,283 | CurrentTaxYearAmt |
| Total | $266,684,575 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96420 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97200 | PublicSupportPY509Pct |
| Investment Income CY | 0.03580 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02190 | 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 | $2,587,874 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,737 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,595,611 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,446,151 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $141,723 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,587,874 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,196,492 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $249,659 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,446,151 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,028,453 | BeginningYearBalanceAmt |
| Contributions | $1,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $168,039 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,196,492 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,289,113 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$260,660 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,028,453 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.86670 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13330 | 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 | $2,589,468 | OtherCostOrOtherBasisAmt |
| Book Value | $2,589,468 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $106,018,822 | OtherCostOrOtherBasisAmt |
| Depreciation | $63,101,590 | DepreciationAmt |
| Book Value | $42,917,232 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $82,318,410 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,626,450 | DepreciationAmt |
| Book Value | $55,691,960 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,839,602 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,599,912 | DepreciationAmt |
| Book Value | $9,239,690 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,211,776 | OtherCostOrOtherBasisAmt |
| Book Value | $5,211,776 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $115,650,126 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS | Desc |
| Book Value | $33,584,095 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $33,584,095 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER ASSETS | $345,705 |
| DUE FROM AFFILIATE | $12,527,048 |
| RESTRICTED ASSETS - DEFERRED COMPENSATION | $813,629 |
| INSURANCE RESERVE | $582,313 |
| ASSETS EXTERNALLY RESTRICTED BY AGREEMENTS | $1,534,658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $15,803,353 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| RESERVATION FEES | $575,020 |
| ADVANCE FEE DEPOSITS | $1,136,450 |
| DUE TO AFFILIATE | $7,379,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,090,895 | 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. SHOULD ANY STATUS BE CHALLENGED IN THE FUTURE, THE 2016, 2017 AND 2018 TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. 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 (12 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 | $368,561 | $0 | $299,933 | $0 | $73,138 | $0 | $19,600 | $0 | $22,433 | $0 | $783,665 | $0 | $0 | $0 |
| JOSEPH F BELVEDERE JR | ||||||||||||||
| CFO/ASST TREASURER (THRU JAN 2019) | $166,736 | $0 | $0 | $0 | $0 | $0 | $7,072 | $0 | $24,772 | $0 | $198,580 | $0 | $0 | $0 |
| DAVID MYERS | ||||||||||||||
| CFO/ASST TREASURER (FROM JAN 2019) | $183,428 | $0 | $43,000 | $0 | $3,029 | $0 | $15,925 | $0 | $819 | $0 | $246,201 | $0 | $0 | $0 |
| VICTORIA CRENSHAW | ||||||||||||||
| VP HEALTH AND RESIDENT SVCS | $200,085 | $0 | $38,150 | $0 | $24,302 | $0 | $16,676 | $0 | $9,166 | $0 | $288,379 | $0 | $0 | $0 |
| NANCY KING | ||||||||||||||
| PRES. SENIOR OPTIONS AND WC AT HOME | $229,061 | $0 | $106,590 | $0 | $0 | $0 | $19,600 | $0 | $21,469 | $0 | $376,720 | $0 | $0 | $0 |
| ASHLEY ALLMAN | ||||||||||||||
| EXECUTIVE DIRECTOR WC FOUNDATION | $130,011 | $0 | $25,984 | $0 | $0 | $0 | $11,073 | $0 | $23,446 | $0 | $190,514 | $0 | $0 | $0 |
| MARK BORST | ||||||||||||||
| VP DEVELOPMENT AND GENERAL SERVICES | $141,311 | $0 | $70,212 | $0 | $1,782 | $0 | $5,701 | $0 | $0 | $0 | $219,006 | $0 | $0 | $0 |
| RICHARD HOHERZ | ||||||||||||||
| CIO | $158,608 | $0 | $26,667 | $0 | $0 | $0 | $13,134 | $0 | $15,862 | $0 | $214,271 | $0 | $0 | $0 |
| JEAN GANDER | ||||||||||||||
| DIRECTOR OF SALES & MARKETING | $129,149 | $0 | $22,656 | $0 | $508 | $0 | $10,731 | $0 | $9,152 | $0 | $172,196 | $0 | $0 | $0 |
| SALLY HUSTON | ||||||||||||||
| SENIOR DIRECTOR SENIOR OPTIONS | $117,441 | $0 | $20,085 | $0 | $3,899 | $0 | $8,823 | $0 | $219 | $0 | $150,467 | $0 | $0 | $0 |
| MICHELLE BRIDGES | ||||||||||||||
| SENIOR DIRECTOR BUSINESS DEVELOPMENT | $128,598 | $0 | $19,313 | $0 | $0 | $0 | $10,437 | $0 | $10,004 | $0 | $168,352 | $0 | $0 | $0 |
| CHRIS VILLA | ||||||||||||||
| DIRECTOR OF FINANCE | $124,605 | $0 | $18,925 | $0 | $0 | $0 | $9,225 | $0 | $23,453 | $0 | $176,208 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 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 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. |
| PART I, LINE 4B | INCLUDED IN THE COMPENSATION OF J. BENJAMIN UNKLE, JR. IS $67,597 FROM A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). THE FORM 990 2019 REPORTABLE COMPENSATION FOR MR. UNKLE INCLUDED A BONUS OF $147,750 APPROVED IN 2018 BUT PAID IN 2019. 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 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF VIRGINIA BEACH DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 540947964 | BondIssuerEIN |
| CUSIP | NONEAVAIL | CUSIPNum |
| Bond Issued | 2018-07-25 | BondIssuedDt |
| Issue Price | $79,239,513 | IssuePriceAmt |
| Purpose | REFUND SERIES 2015 BONDS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $845,000 | RetiredAmt |
| Total Proceeds | $79,239,513 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $913,659 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $78,324,614 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.02000 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.02000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | ISSUE A | FormAndLineReferenceDesc |
| Explanation | ISSUE A WAS ISSUED TO REFUND THE SERIES 2015 BONDS AND TO PAY CERTAIN ISSUANCE COSTS. IN ADDITION, THE ISSUE REFLECTS A PREMIUM OF $6,090,488. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | 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. |
| FORM 990, PART III, LINE 4A | INDEPENDENT LIVING, WHICH CONSISTS OF 421 APARTMENTS AND 22 VILLAS, OFFERS DINING SERVICES, WEEKLY CLEANING & LINEN SERVICES, FITNESS & 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 65 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. |
| 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. |
| 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 VII, SECTION A | JOSEPH E. BELVEDERE, JR. SERVED AS CFO/ASSISTANT TREASURER DURING THE TAX YEAR FROM OCTOBER 2018 THROUGH JANUARY 2019. THE COMPENSATION REPORTED ON PART VII, SECTION A AND ON SCHEDULE J, PART II REFLECTS THE AMOUNTS PAID TO MR. BELVEDERE DURING THE 2018 CALENDAR YEAR. |
| FORM 990, PART IX, LINE 11G | TEMPORARY HELP: PROGRAM SERVICE EXPENSES 6,804. MANAGEMENT AND GENERAL EXPENSES 93,036. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 99,840. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,854,959. MANAGEMENT AND GENERAL EXPENSES 1,843,745. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,698,704. PHYSICIAN MEDICAL DIRECTOR/UTILIZATION REVIEW FEES: PROGRAM SERVICE EXPENSES 287,206. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 287,206. PROFESSIONAL CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 116,030. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 116,030. THERAPY CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,931,390. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,931,390. |
| FORM 990, PART XI, LINE 9: | TRANSFER FROM WESTMINSTER-CANTERBURY FOUNDATION 3,141,523. |
| 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 (3 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 | $8,196,446 | $4,273,493 | WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY |
| SENIOR OPTIONS LLC | |||||||||
| 3100 SHORE DRIVE | VIRGINIA BEACH | VA | 23451 | 541071734 | HOME HEALTH, HOSPICE AND RELATED COMMUNITY SERVICES | VA | $2,775,021 | $2,464,327 | WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY |
| SO REALTY LLC | |||||||||
| 3181 SHORE DRIVE | VIRGINIA BEACH | VA | 23451 | 541071734 | PROPERTY MANAGEMENT | VA | $180,168 | $1,839,944 | WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 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) | 509(A)(3) | 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)(2) | WCCB | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNNHAVEN FISHING PIER CORPORATION | 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) |
|---|---|---|
| EIN | 540612526 | EIN |
| Primary Activities | REAL ESTATE HELD FOR WESTMINSTER CANTERBURY | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER CANTERBURY ON CHESAPEAKE BAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | S | EntityTypeTxt |
| Share Of EOY Assets | $6,220,405 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE BALLENTINE HOME | ||
| E | $1,574,472 | FMV |
| LYNNHAVEN FISHING PIER CORPORATION | ||
| Q | $146,075 | COST |