PAUL SHELTON HCSR: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PAUL SHELTON HCSR (EIN 54-0988608)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-03-20
- IRS object ID
- 201340799349300429
- Schema version
- 2011v1.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-20T21:53:25-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540504608 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN EDWARDS & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10189 | AddressLine1 |
| City | LYNCHBURG | City |
| State | VA | State |
| ZIP Code | 245060189 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540988608 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER-CANTERBURY OF LYNCHBURG INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEST | NameControl |
| Phone | 4343863500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 VES ROAD | AddressLine1 |
| City | LYNCHBURG | City |
| State | VA | State |
| ZIP Code | 24503 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL SHELTON | Name |
| Title | VP & TREASURER | Title |
| Phone | 4343863500 | Phone |
| Date Signed | 2013-02-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN ACKLEY | Name |
| PTIN | P00025524 | PTIN |
| Phone | 4349489000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PAUL SHELTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 VES ROAD | AddressLine1 |
| City | LYNCHBURG | City |
| State | VA | State |
| ZIP Code | 24503 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 24598154 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WCLYNCHBURG.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | TO OPERATE A NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY GUIDED BY CHRISTIAN IDEALS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 510 | TotalNbrEmployees |
| Total Nbr Volunteers | 2071 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -5387 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 181798 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 145199 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 22552551 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 23272040 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 339045 | InvestmentIncomePriorYear |
| Investment Income Current Year | 385083 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 723763 | OtherRevenuePriorYear |
| Other Revenue Current Year | 794841 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 23797157 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24597163 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 242626 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 373505 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13195263 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13498867 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 129452 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10886156 | OtherExpensePriorYear |
| Other Expenses Current Year | 11590112 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 24324045 | TotalExpensesPriorYear |
| Total Expenses Current Year | 25462484 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -526888 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -865321 | RevenuesLessExpensesCY |
| Total Assets BOY | 58765933 | TotalAssetsBOY |
| Total Assets EOY | 61610955 | TotalAssetsEOY |
| Total Liabilities BOY | 69007844 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 73386446 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -10241911 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -11775491 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF WCL IS TO OPERATE A NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY GUIDED BY CHRISTIAN IDEALS WHICH PROMOTE INDEPENDENCE AND DIGNITY, PROVIDING QUALITY HOUSING, HEALTH CARE AND SECURITY TO RESIDENTS IN A FISCALLY RESPONSIBLE MANNER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 24056104 | Expense |
| Grants | 373505 | Grants |
| Revenue | 24066881 | Revenue |
| Description | WCL IS DESIGNED TO OPERATE A NONPROFIT CONTINUING CARE RETIREMENT COMMUNITY, GUIDED BY CHRISTIAN IDEALS WHICH PROMOTE INDEPENDENCE AND DIGNITY, PROVIDING QUALITY HOUSING, HEALTH CARE AND SECURITY TO RESIDENTS IN A FISCALLY RESPONSIBLE MANNER. WCL HAD 280 TOTAL RESIDENTS AT SEPTEMBER 30, 2012 WITH 89.91% OF THE INDEPENDENT LIVING UNITS OCCUPIED. WCL IS COMMITTED TO A PROGRAM OF SERVICES WHICH PROVIDE RESIDENTS WITH HOUSING, HEALTHCARE, SECURITY AND A VARIETY OF ACTIVITIES AND SERVICES. | Description |
| Total Program Service Expense | 24056104 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 135 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 510 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 1 | Form8899Filed |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL SHELTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4343863533 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 VES ROAD | AddressLine1 |
| City | LYNCHBURG | City |
| State | VA | State |
| ZIP Code | 24503 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| ROBERT R CHAPMAN III | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| WILLIAM E GAYLE JR MD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| HUGH J M JONES III | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MR WALLACE G MCKENNA JR | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MR E STARK SYDNOR | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MR MAX GUGGENHEIMER JR | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MR WILLIAM N MAYS | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| THE REV BILL RUSSELL | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MR LESTER L LAMB | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| KATHARINE B CHASE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MR J ROBERT MONTGOMERY | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MR JAMES E BURTON IV | ||||||
| TRUSTEE | 2.00 | X | 5184 | 0 | 485 | |
| MS JOYCE MOORMAN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MS NANCY B GLENN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MSELIZABETH M ZELLNER | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| SEAN HUYETT | ||||||
| PRESIDENT/CEO | 40.00 | 179820 | 0 | 28503 | X | |
| JOSEPH PL PAYNE | ||||||
| SENIOR VP | 40.00 | 113987 | 0 | 1450 | X | |
| ANGELA JONES | ||||||
| EXECUTIVE SECRETARY | 40.00 | 47918 | 0 | 3657 | X | |
| PAUL SHELTON | ||||||
| VP/ TREASURER | 40.00 | 112305 | 0 | 11644 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 459214 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 45739 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SODEXO | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 WASHINGTON BOULEVARD | AddressLine1 |
| City | GAITHERSBURG | City |
| State | MD | State |
| ZIP Code | 20878 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | FOOD SERVICES | DescriptionOfServices |
| Compensation | 264503 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Related Organizations | 52506 | RelatedOrganizations |
| All Other Contributions | 92693 | AllOtherContributions |
| Total Contributions | 145199 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENTIAL SVCS | 623000 | 11704191 | 11704191 |
| HEALTH CARE SVCS | 623000 | 7569527 | 7569527 |
| ASSISTED LIVING & MEMO | 623000 | 2584595 | 2584595 |
| THERAPY SVCS | 623000 | 820688 | 820688 |
| COMMUNITY SVCS | 623000 | 593039 | 593039 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 23272040 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 386074 | TotalRevenueColumn |
| Exclusion | $386,074 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 991 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -991 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -991 | TotalRevenueColumn |
| Exclusion | -$991 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEALS AND LODGING | 623000 | 322735 | 322735 |
| BEAUTY SHOP | 623000 | 178270 | 178270 |
| SATELLITE TV INCOME | 623000 | 86073 | 86073 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 207763 | TotalRevenueColumn |
| Related Or Exempt Function Income | 207763 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 794841 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24597163 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24066881 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $385,083 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 373505 | Total |
| Program Services | 373505 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 489872 | Total |
| Management And General | 421481 | ManagementAndGeneral |
| Fundraising | 68391 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9679318 | Total |
| Program Services | 9295049 | ProgramServices |
| Management And General | 357494 | ManagementAndGeneral |
| Fundraising | 26775 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1060753 | Total |
| Program Services | 1018641 | ProgramServices |
| Management And General | 42112 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1515620 | Total |
| Program Services | 1455450 | ProgramServices |
| Management And General | 60170 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 753304 | Total |
| Program Services | 723398 | ProgramServices |
| Management And General | 22833 | ManagementAndGeneral |
| Fundraising | 7073 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71094 | Total |
| Program Services | 68272 | ProgramServices |
| Management And General | 2822 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55350 | Total |
| Program Services | 53153 | ProgramServices |
| Management And General | 2197 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246692 | Total |
| Program Services | 236898 | ProgramServices |
| Management And General | 9794 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188457 | Total |
| Program Services | 180975 | ProgramServices |
| Management And General | 3652 | ManagementAndGeneral |
| Fundraising | 3830 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 723593 | Total |
| Program Services | 694866 | ProgramServices |
| Management And General | 26919 | ManagementAndGeneral |
| Fundraising | 1808 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1145404 | Total |
| Program Services | 1099931 | ProgramServices |
| Management And General | 44977 | ManagementAndGeneral |
| Fundraising | 496 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66725 | Total |
| Program Services | 64076 | ProgramServices |
| Management And General | 1294 | ManagementAndGeneral |
| Fundraising | 1355 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1354730 | Total |
| Program Services | 1300947 | ProgramServices |
| Management And General | 53783 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2671252 | Total |
| Program Services | 2565203 | ProgramServices |
| Management And General | 106049 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 229170 | Total |
| Program Services | 220072 | ProgramServices |
| Management And General | 9098 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| THERAPY | 1289366 | 1289366 | |
| RAW FOOD EXPENSE | 1157847 | 1111880 | 45967 |
| SODEXO FEES | 730287 | 701295 | 28992 |
| PHARMACY | 654853 | 654853 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1005292 | Total |
| Program Services | 948274 | ProgramServices |
| Management And General | 37294 | ManagementAndGeneral |
| Fundraising | 19724 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25462484 | Total |
| Program Services | 24056104 | ProgramServices |
| Management And General | 1276928 | ManagementAndGeneral |
| Fundraising | 129452 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9548826 | BOY |
| EOY | 10719516 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1157410 | BOY |
| EOY | 2602107 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1578582 | BOY |
| EOY | 1006863 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125566 | BOY |
| EOY | 128950 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 724302 | BOY |
| EOY | 704313 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 71741314 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 37609259 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34750488 | BOY |
| EOY | 34132055 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6142255 | BOY |
| EOY | 7348337 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4738504 | BOY |
| EOY | 4968814 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58765933 | BOY |
| EOY | 61610955 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6965415 | BOY |
| EOY | 9238345 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31312348 | BOY |
| EOY | 33520623 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26896721 | BOY |
| EOY | 26079967 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33729 | BOY |
| EOY | 1267 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3799631 | BOY |
| EOY | 4546244 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69007844 | BOY |
| EOY | 73386446 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -12764105 | BOY |
| EOY | -14609098 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 808876 | BOY |
| EOY | 910572 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1713318 | BOY |
| EOY | 1923035 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -10241911 | BOY |
| EOY | -11775491 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58765933 | BOY |
| EOY | 61610955 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -865321 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -668259 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 192465 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 125739 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 92403 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 181798 | CurrentTaxYearMinus1Year |
| Current Tax Year | 168006 | CurrentTaxYear |
| Total | 760411 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20267712 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20633523 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20946857 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22552551 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22898535 | CurrentTaxYear |
| Total | 107299178 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20460177 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20759262 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21039260 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22734349 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23066541 | CurrentTaxYear |
| Total | 108059589 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 108059589 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 167039 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 219248 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 242991 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 339045 | CurrentTaxYearMinus1Year |
| Current Tax Year | 385083 | CurrentTaxYear |
| Total | 1353406 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 167039 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 219248 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 242991 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 339045 | CurrentTaxYearMinus1Year |
| Current Tax Year | 385083 | CurrentTaxYear |
| Total | 1353406 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 491805 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 668420 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 695130 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 723763 | CurrentTaxYearMinus1Year |
| Current Tax Year | 794844 | CurrentTaxYear |
| Total | 3373962 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21119021 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21646930 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21977381 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23797157 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24246468 | CurrentTaxYear |
| Total | 112786957 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95810 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.95930 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01200 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01250 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7792707 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1134631 | InvestmentEarningsOrLosses |
| Other Expenditures | 381664 | OtherExpenditures |
| End Of Year Balance | 8545674 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8305796 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 48660 | InvestmentEarningsOrLosses |
| Other Expenditures | 561749 | OtherExpenditures |
| End Of Year Balance | 7792707 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7822202 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 558393 | InvestmentEarningsOrLosses |
| Other Expenditures | 74799 | OtherExpenditures |
| End Of Year Balance | 8305796 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8131468 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 78156 | InvestmentEarningsOrLosses |
| Other Expenditures | 387422 | OtherExpenditures |
| End Of Year Balance | 7822202 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.67040 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.22500 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.10460 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 437817 | OtherCostOrOtherBasis |
| Book Value | 437817 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 63033546 | OtherCostOrOtherBasis |
| Depreciation | 33217181 | Depreciation |
| Book Value | 29816365 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 847490 | OtherCostOrOtherBasis |
| Depreciation | 562301 | Depreciation |
| Book Value | 285189 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7024548 | OtherCostOrOtherBasis |
| Depreciation | 3829777 | Depreciation |
| Book Value | 3194771 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 397913 | OtherCostOrOtherBasis |
| Book Value | 397913 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 34132055 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MUTUAL FUNDS | 3509063 | F |
| U.S. GOVERNMENT AND AGENCY SECURITIES | 905591 | F |
| MARKETABLE EQUITY SECURITIES | 2366964 | F |
| ASSETS UNDER ANNUITY AGREEMENTS | 566719 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 7348337 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| OTHER RECEIVABLES | 15208 |
| OTHER INVESTMENTS | 2136936 |
| TRUSTS HELD BY OTHERS | 2816670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 4968814 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE RESERVATION DEPOSIT | $158,400 |
| ADVANCE FEE DEPOSITS | $296,689 |
| REFUNDABLE ADVANCE FEES | $3,301,538 |
| ANNUITIES PAYABLE | $680,758 |
| MISCELLANEOUS | $108,859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4546244 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TO HELP WITH OPERATIONS OF WESTMINSTER CANTERBURY OF LYNCHBURG. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE CORPORATION'S TAX EXEMPT RETURNS FROM 2008 FORWARD ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | RESIDENTIAL FEE ASSISTANCE TO RESIDENTS | TypeOfGrant |
| Number Of Recipients | 131 | NumberOfRecipients |
| Amount Of Cash Grant | 373505 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FELLOWSHIP FUNDS OF THE ORGANIZATION RESULT FROM DONATIONS AND FROM BOARD DESIGNATION OF UNRESTRICTED FUNDS FOR THE PURPOSE OF ASSISTING THOSE RESIDENTS WHO OTHERWISE WOULD NOT BE ABLE TO AFFORD TO RESIDE AT THE ORGANIZATION. THE ORGANIZATION HAS DETAILED WRITTEN GUIDELINES TO DETERMINE WHAT, IF ANY, OF THIS ASSISTANCE WILL BE GRANTED TO A RESIDENT. ONCE GRANTED, THE RESIDENTS FINANCIAL INFORMATION IS REVIEWED ANNUALLY TO DETERMINE IF THEY STILL QUALIFY OR ANY CHANGES ARE NECESSARY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SEAN HUYETT | NamePerson |
| Base Compensation Filing Org | 173320 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 6500 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 21277 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 7226 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 208323 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|
| INDUSTRIAL DEVELOPMENT AUTHORITY - CITY OF LYNCHBURG | ||||||
| 551244DP8 | 2005-04-21 | 5645000 | MORTGAGE | 0 | 0 | 0 |
| INDUSTRIAL DEVELOPMENT AUTHORITY - CITY OF LYNCHBURG | ||||||
| 551244EP7 | 2007-02-07 | 24225000 | MORTGAGE | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|
| 5645000 | 5607200 | 228900 | 1 | 1 | 1 | 1 |
| 24225000 | 23906195 | 532756 | 1 | 1 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CONTRIBUTIONS | FORM 990, PART V, QUESTIONS 7G AND 7H: | THE ORGANIZATION DID NOT RECEIVE CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY IN THE TAX YEAR, THEREFORE THERE WAS NO FORM 8899 REQUIRED. ADDITIONALLY, THE ORGANIZATION DID NOT RECEIVE ANY CONTRIBUTION OF PROPERTY THAT WOULD REQUIRE THE ORGANIZATION TO FILE FORM 1098-C. |
| FORM 990, PART VI, SECTION A, LINE 6 | WC HAS TWO MEMBER CORPORATIONS: WESTMINSTER PRESBYTERIAN HOMES, INC, AN ORGANIZATION OF THE SYNOD OF THE VIRGINIAS OF THE PRESBYTERIAN CHURCH,USA AND SOUTHWESTERN EPISCOPAL HOMES, INC, AN ORGANIZATION OF THE DIOCESE OF SOUTHWESTERN VIRGINIA, PART OF THE PROTESTANT EPISCOPAL CHURCH IN THE USA. | |
| FORM 990, PART VI, SECTION A, LINE 7A | NEW BOARD MEMBERS ARE PRESENTED TO THE FULL BOARD ON A "SLATE". THE FULL BOARD APPROVES THE SLATE. IF ACCEPTED, THE SLATE IS FORWARDED TO THE MEMBER CORPORATIONS FOR APPROVAL. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE PERFORMANCE OVERSIGHT COMMITTEE IS RESPONSIBLE FOR THE REVIEW OF THE FORM 990. A SMALL COMMITTEE OF RESIDENTS REVIEWS THE 990 IN DETAIL BEFORE SUBMISSION. | |
| FORM 990, PART VI, SECTION B, LINE 12C | TO ENSURE THE CORPORATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. B. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE CORPORATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION PLAN IS A WELL STRUCTURED WAGE SCALE ADMINISTRATION PROGRAM DESIGNED BY SESCO MANAGEMENT CONSULTANTS, BRISTOL TN, A LEADING HR AND BENEFITS CONSULTANTS IN THE NATION. SESCO ESTABLISHED A 15 FACTOR EVALUATION PROGRAM FOR EVERY POSITION IN THE ORGANIZATION AND A RANGE OF COMPENSATION FOR EACH POSITION. EACH INDIVIDUAL GOES THROUGH AN ANNUAL PERFORMANCE REVIEW. A MARKET VALUE IS ALSO PLACED ON THE POSITION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE ORGANIZATION KEEPS A COPY OF THE AUDITED FINANCIAL STATEMENTS AND FORM 990 IN THE LIBRARY FOR PUBLIC ACCESS. THE ORGANIZATION ALSO SUBMITS QUARTERLY STATEMENTS TO THE MSRB DATA SITE. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 7,978. AMOUNTS RELATED TO RECOGNITION OF MINIMUM PENSION LIABILITY -1,482,404. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 101,865. UNREALIZED GAIN ON INVESTMENT SECURITIES 494,632. INCREASE IN PV OF PERPETUAL TRUST FUNDS 209,670. TOTAL TO FORM 990, PART XI, LINE 5: -668,259. |
| FORM 990, PART XI, QUESTION 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR WITH REGARD TO THE COMMITTEE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. | |
| AUDITED FINANCIALS | PART IV, PAGE 3, QUESTION 12 | WESTMINSTER CANTERBURY AND WESTMINSTER CANTERBURY FOUNDATION ARE CONSOLIDATED FOR FINANCIAL STATEMENT PURPOSES. |
| POTENTIAL RELATED PARTY | PART VII | ROBERT CHAPMAN IS NOW A MEMBER OF BOARD OF TRUSTEES. MR. CHAPMAN IS PRESIDENT AND CHIEF EXECUTIVE OFFICER OF BANK OF THE JAMES. BANK OF THE JAMES HAS A BRANCH LOCATED ON WC PROPERTY. BANK OF THE JAMES IS REPONSIBLE FOR ALL "BANKING COSTS" AND UTILITIES FOR THIS UNIT. |
| REQUIRED DISCLOSURE | CONTROLLED FOREIGN PARTNERSHIP REPORTING | THE TAXPAYER WAS REQUIRED TO FILE FORM 8865, BUT IS NOT DOING SO UNDER THE CONSTRUCTIVE OWNERSHIP FILING EXCEPTION. THE TAXPAYER HAS A PARTNERSHIP INTEREST IN THE FOLLOWING, WHICH FILED FORM 8865: NORTH RUN QUALIFIED PARTNERS LP ONE INTERNATIONAL PLACE, SUITE 2401 BOSTON MA 02110 THE TAXPAYER WOULD HAVE HAD TO FILE FORM 8865 FOR ITS INDIRECT OWNERSHIP IN THE FUND LISTED BELOW BUT FOR THIS EXCEPTION. NORTH RUN MASTER FUND, LP C/O WALKER SPV LIMITED P.O. BOX 908GT GRAND CAYMAN, CAYMAN ISLANDS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WESTMINSTER CANTERBURY OF LYNCHBURG FOUNDATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 VES ROAD | AddressLine1 |
| City | LYNCHBURG | City |
| State | VA | State |
| ZIP Code | 24503 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205521424 | EIN |
| Primary Activities | TO SUPPORT THE MISSION OF WESTMINSTER CANTERBURY OF LYNCHBURG | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Exempt Code Section | 501 (C)3 | ExemptCodeSection |
| Public Charity Status | 509(A)(3) TYPE 1 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WESTMINSTER CANTERBURY OF LYNCHBURG FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 52506 | AmountInvolved |