RAPPAHANNOCK WESTMINSTER CANTERBURY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- RAPPAHANNOCK WESTMINSTER CANTERBURY INC (EIN 54-1150148)
- Tax period
- 2011-04-01 to 2012-03-31
- Filed
- 2012-10-25
- IRS object ID
- 201202999349300225
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-25T11:03:10-05:00 | Timestamp |
| Tax Period End Date | 2012-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N TRYON STREET SUITE 1000 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541150148 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAPPAHANNOCK WESTMINSTER-CANTERBURY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RAPP | NameControl |
| Phone | 8044384000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 LANCASTER DRIVE | AddressLine1 |
| City | IRVINGTON | City |
| State | VA | State |
| ZIP Code | 22480 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PENNY SMITH | Name |
| Title | TREASURER | Title |
| Phone | 8044384000 | Phone |
| Date Signed | 2012-09-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY W JOHNS | Name |
| PTIN | P00535091 | PTIN |
| Phone | 7049985200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STUART A BUNTING | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 LANCASTER DRIVE | AddressLine1 |
| City | IRVINGTON | City |
| State | VA | State |
| ZIP Code | 22480 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16391998 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.EMBRACELIFEATRWC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1980 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | RETIREMENT LIVING & HEALTH CARE | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 307 | TotalNbrEmployees |
| Total Nbr Volunteers | 157 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13721691 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13839749 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 170203 | InvestmentIncomePriorYear |
| Investment Income Current Year | 164022 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 654338 | OtherRevenuePriorYear |
| Other Revenue Current Year | 537756 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14546232 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14541527 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1990 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5007 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7048172 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7741369 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7166344 | OtherExpensePriorYear |
| Other Expenses Current Year | 7219589 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14216506 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14965965 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 329726 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -424438 | RevenuesLessExpensesCY |
| Total Assets BOY | 39739115 | TotalAssetsBOY |
| Total Assets EOY | 38931017 | TotalAssetsEOY |
| Total Liabilities BOY | 46005090 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 45441191 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -6265975 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -6510174 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | RAPPAHANNOCK WESTMINSTER-CANTERBURY IS A CHURCH-RELATED CONTINUING CARE RETIREMENT COMMUNITY COMMITTED TO PROVIDING THE HIGHEST QUALITY LIVING EXPERIENCE FOR SENIOR ADULTS. RW-C PROVIDES INDEPENDENT LIVING ACCOMMODATIONS AND SERVICES, ASSISTED LIVING AND NURSING HOME SERVICES TO RESIDENTS. RW-C ACCEPTS MEDICARE AND MEDICAID NURSING HOME RESIDENTS AND PROVIDES CARE AT COSTS THAT EXCEED PAYMENT FOR SERVICES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 13094369 | Expense |
| Grants | 5007 | Grants |
| Revenue | 14270990 | Revenue |
| Description | OPERATION OF A RESIDENTIAL HOME, INCLUDING 152 COTTAGES AND APARTMENTS, 38 ASSISTED LIVING SUITES AND ROOMS, AND 42 HEALTH CENTER ROOMS, FOR THE LIFE CARE OF AGED MEN AND WOMEN. SPONSOR EDUCATION AND OUTREACH PROGRAMS FOR RESIDENTS AND COMMUNITY PARTICIPANTS. | Description |
| Total Program Service Expense | 13094369 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | 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 | 0 | 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 | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | 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 | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 40 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 307 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| 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 | PENNY K SMITH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8044384000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 LANCASTER DRIVE | AddressLine1 |
| City | IRVINGTON | City |
| State | VA | State |
| ZIP Code | 22480 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| CAMERON BLANDFORD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DR DAVID CHARLTON | ||||||
| VICE-CHAIRMAN | 1.00 | X | 0 | 0 | 0 | |
| REV DR THOMAS COYE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DEAN DORT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SEALE GEORGE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MANUEL HAYNIE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARY LIB HOINKES | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JEAN LIGHT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GEN WILLIAM LOUISELL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| REV R CLAY MACAULAY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM F REISNER | ||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | |
| MARY KAY ROTERT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DR JACK RUSSELL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KAY VOSE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HUGH C WHITE III | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CAPT THOMAS DENEGRE | ||||||
| CHAIRMAN EMERITUS | 1.00 | X | 0 | 0 | 0 | |
| STUART A BUNTING | ||||||
| PRESIDENT, SECRETARY & CEO | 36.00 | 162136 | 0 | 17220 | X | |
| JOHN C FITCH | ||||||
| EXECUTIVE VP | 25.00 | 80531 | 0 | 1044 | X | |
| MARY ANN CROCKER | ||||||
| VP HEALTH & WELLNESS | 40.00 | 115117 | 0 | 9120 | X | |
| KATHERINE A BAKER | ||||||
| ASSISTANT SECRETARY | 40.00 | 33118 | 0 | 6311 | X | |
| PENNY K SMITH | ||||||
| TREASURER & CFO | 36.00 | 66188 | 0 | 993 | X | |
| ELIZABETH R HARRIS | ||||||
| VP OF DEVELOPMENT | 1.00 | 80218 | 0 | 8349 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 537308 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 43037 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PREFESSIONAL BUILDERS LLC | |||||
| 2203 PETERS CREEK ROAD | ROANOKE | VA | 24017 | CONSTRUCTION WASTE WATER PLANT | 1237424 |
| COASTAL BUILDERS INC | |||||
| P O BOX 142 | WHITE STONE | VA | 22578 | CONSTRUCTION RENOVATION | 789846 |
| JOHNSON CONTROLS INC | |||||
| 2315 COMMERCE CENTER DRIVE STE D | ROCKVILLE | VA | 23146 | GENERAL SERVICE CONTRACT | 168361 |
| EAGLE FIRE INC | |||||
| 7459 WHITE PINE ROAD | RICHOMOND | VA | 23237 | FIRE ALARM SYSTEM REPLACEMENT | 150630 |
| WALTER C VIA ENTERPRISES INC | |||||
| P O BOX 592 | WEST POINT | VA | 23181 | PAVING CONTRACTOR | 122203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENTIAL | 623000 | 9262411 | 9262411 |
| HEALTH CARE | 623000 | 3689679 | 3689679 |
| HOME CARE | 621610 | 887659 | 887659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13839749 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 152699 | TotalRevenueColumn |
| Exclusion | $152,699 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1861794 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1850471 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11323 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11323 | TotalRevenueColumn |
| Exclusion | $11,323 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| ANCILLARY INCOME | 623000 | 283661 | 283661 | |
| PHARMACY | 623000 | 147580 | 147580 | |
| INTEREST IN FOUNDATION | 900099 | -116744 | -$116,744 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 223259 | TotalRevenueColumn |
| Exclusion | $223,259 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 537756 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14541527 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14270990 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $270,537 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2390 | Total |
| Program Services | 2390 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2617 | Total |
| Program Services | 2617 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 574345 | Total |
| Program Services | 155073 | ProgramServices |
| Management And General | 419272 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5813360 | Total |
| Program Services | 5238055 | ProgramServices |
| Management And General | 575305 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53993 | Total |
| Program Services | 38254 | ProgramServices |
| Management And General | 15739 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 827789 | Total |
| Program Services | 698783 | ProgramServices |
| Management And General | 129006 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 471882 | Total |
| Program Services | 394121 | ProgramServices |
| Management And General | 77761 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 608 | Total |
| Management And General | 608 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41385 | Total |
| Management And General | 41385 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85 | Total |
| Management And General | 85 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12598 | Total |
| Management And General | 12598 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 490132 | Total |
| Program Services | 397054 | ProgramServices |
| Management And General | 93078 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155549 | Total |
| Program Services | 155549 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203162 | Total |
| Program Services | 105033 | ProgramServices |
| Management And General | 98129 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40597 | Total |
| Management And General | 40597 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 844203 | Total |
| Program Services | 844203 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24498 | Total |
| Program Services | 4690 | ProgramServices |
| Management And General | 19808 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14876 | Total |
| Program Services | 9028 | ProgramServices |
| Management And General | 5848 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1126963 | Total |
| Program Services | 1126963 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2560207 | Total |
| Program Services | 2560207 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171543 | Total |
| Management And General | 171543 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| DIETARY SUPPLIES | 646991 | 646991 |
| EQUIPMENT EXPENSES | 358793 | 358793 |
| PHARMACY EXPENSES | 238232 | 238232 |
| MEDICAL SUPPLIES | 118333 | 118333 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170834 | Total |
| Management And General | 170834 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14965965 | Total |
| Program Services | 13094369 | ProgramServices |
| Management And General | 1871596 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8344 | BOY |
| EOY | 2936 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3994604 | BOY |
| EOY | 3183418 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 623431 | BOY |
| EOY | 473451 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 25000 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149965 | BOY |
| EOY | 154342 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5880 | BOY |
| EOY | 5899 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 58907616 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 33509960 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25096913 | BOY |
| EOY | 25397656 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1671095 | BOY |
| EOY | 1540808 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2968708 | BOY |
| EOY | 2910737 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19167 | BOY |
| EOY | 9167 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5201008 | BOY |
| EOY | 5227603 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39739115 | BOY |
| EOY | 38931017 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2236554 | BOY |
| EOY | 1913905 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24021216 | BOY |
| EOY | 24326933 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19420000 | BOY |
| EOY | 18965000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9662 | BOY |
| EOY | 4131 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 317658 | BOY |
| EOY | 231222 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46005090 | BOY |
| EOY | 45441191 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -8117256 | BOY |
| EOY | -8478471 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1019438 | BOY |
| EOY | 1136454 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 831843 | BOY |
| EOY | 831843 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -6265975 | BOY |
| EOY | -6510174 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39739115 | BOY |
| EOY | 38931017 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -424438 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 180239 | 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 Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12560716 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13769564 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12853418 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13721691 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14270990 | CurrentTaxYear |
| Total | 67176379 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12560716 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13769564 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12853418 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13721691 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14270990 | CurrentTaxYear |
| Total | 67176379 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 97506 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 134222 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 229661 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 251176 | CurrentTaxYearMinus1Year |
| Current Tax Year | 341666 | CurrentTaxYear |
| Total | 1054231 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1592253 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1240040 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1964810 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2799019 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1791876 | CurrentTaxYear |
| Total | 9387998 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1689759 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1374262 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2194471 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3050195 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2133542 | CurrentTaxYear |
| Total | 10442229 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 56734150 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 320807 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 203482 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 175680 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 170203 | CurrentTaxYearMinus1Year |
| Current Tax Year | 152699 | CurrentTaxYear |
| Total | 1022871 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 320807 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 203482 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 175680 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 170203 | CurrentTaxYearMinus1Year |
| Current Tax Year | 152699 | CurrentTaxYear |
| Total | 1022871 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 747998 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 212206 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 884610 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 654338 | CurrentTaxYearMinus1Year |
| Current Tax Year | 106515 | CurrentTaxYear |
| Total | 2605667 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13629521 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14185252 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13913708 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14546232 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14530204 | CurrentTaxYear |
| Total | 70804917 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.80130 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.79460 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01440 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01710 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Activities | 1 | OtherActivities |
| Other Activities | $85 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 85 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| Explanation | A PORTION OF ASSOCIATION DUES ARE ALLOCATED TOWARDS LOBBYING. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 731431 | OtherCostOrOtherBasis |
| Book Value | 731431 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 43581495 | OtherCostOrOtherBasis |
| Depreciation | 23694896 | Depreciation |
| Book Value | 19886599 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9704887 | OtherCostOrOtherBasis |
| Depreciation | 7364685 | Depreciation |
| Book Value | 2340202 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4889803 | OtherCostOrOtherBasis |
| Depreciation | 2450379 | Depreciation |
| Book Value | 2439424 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 25397656 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIMITED USE ASSETS | Description |
| Book Value | 2910737 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2910737 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED FINANCING COSTS | 354335 |
| DUE FROM FOUNDATION | 31995 |
| BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION | 4841273 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 5227603 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS | $192,868 |
| CAPITAL LEASE | $38,354 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 231222 | TotalOfAmounts |
| Total Revenue | 14541527 | TotalRevenue |
| Total Expenses | 14965965 | TotalExpenses |
| Excess Or Deficit For Year | -424438 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 63223 | NetUnrealizedGLOnInvestments |
| Other | $117,016 | OtherAmount |
| Total Adjustments | 180239 | TotalAdjustments |
| Excess Or Deficit Per FS | -244199 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 14604750 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 63223 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 63223 | RevenueNotRptdF990 |
| Revenue Subtotal | 14541527 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 14541527 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14965965 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14965965 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14965965 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | RW-C IS A TAX-EXEMPT ORGANIZATION AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. RW-C'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. RW-C IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. RW-C IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. RW-C ADOPTED THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS IN ACCORDANCE WITH THE INCOME TAX STANDARD. THIS STANDARD PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THIS STANDARD HAD NO IMPACT ON RW-C'S FINANCIAL STATEMENTS FOR THE YEARS ENDED MARCH 31, 2012 AND 2011. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGES IN FOUNDATION TEMPORARILY RESTRICTED NET ASSETS 117,016. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 1 | 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 | STUART A BUNTING | NamePerson |
| Base Compensation Filing Org | 156136 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 6000 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 3080 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 14140 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 179356 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 6 | ReturnReference |
| Explanation | PART OF CEO'S INCENTIVE IS CONTINGENT UPON ACTUAL REVENUE AND EXPENSE RELATIVE TO BUDGETED REVENUE AND EXPENSE. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHESAPEAKE TRUST COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | JEAN LIGHT IS A DIRECTOR OF RW-C AND AN OFFICER OF CHESAPEAKE TRUST COMPANY | Relationship |
| Amount Of Transaction | 2362926 | AmountOfTransaction |
| Description Of Transaction | CHESAPEAKE INVESTMENT GROUP MANAGES AN INVESTMENT ACCOUNT FOR RW-C. THE ENDING BALANCE AT MARCH 31, 2012 WAS $2,362,926. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW AND APPROVAL. THE FORM 990 IS THEN PRESENTED TO THE BOARD OF DIRECTORS AS PART OF THE FINANCE COMMITTEE PRESENTATION BEFORE IT IS FILED WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | WE HAVE AN ACTIVE CORPORATE COMPLIANCE PROGRAM AND OFFICER. THE PROGRAM CONTAINS A DETAILED PROTOCOL TO ADDRESS/INVESTIGATE/TAKE ACTION FOR SUSPECTED AND/OR ACTUAL CONFLICTS OF INTEREST. FURTHER, TRUSTEES ARE REQUIRED TO COMPLETE ON AN ANNUAL BASIS THE CONFLICT OF INTEREST STATEMENT. IN ADDITION, THE ORGANIZATION'S PERSONNEL POLICIES, APPLICABLE TO ALL PERSONNEL, CONTAIN A SECTION REGARDING CONFLICT OF INTEREST. THE PROTOCOL BOTH IN THE PERSONNEL POLICIES AND THE CORPORATE COMPLIANCE PROGRAM OUTLINE A PROCESS FOR REVIEW AND ACTION. SUBSTANTIATED CONFLICTS OF INTEREST WILL RESULT IN DISCIPLINE UP TO AND INCLUDING TERMINATION FOR EMPLOYEES AND SANCTIONS UP TO AND INCLUDING REMOVAL FOR TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | CEO EVALUATION THE CEO'S PERFORMANCE AND COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES AND ON A PERIODIC BASIS, IF APPROPRIATE, AS DETERMINED BY THE BOARD CHAIRMAN. THE ANNUAL REVIEW ADDRESSES COMPENSATION AND PERFORMANCE. THE PROCESS FOR DETERMINING COMPENSATION IS: -COMPENSATION DATA FOR COMPARABLE VIRGINIA EXECUTIVES IS OBTAINED AND USED AS A BENCHMARK. -INTERNAL COMPRESSION ISSUES AND ACCOMPLISHMENTS ARE TAKEN INTO CONSIDERATION. -BUDGET AND BUDGET CONSTRAINTS ARE TAKEN INTO CONSIDERATION. -A WAGE INCREASE AND OR INCENTIVE ARE DETERMINED BY THE BOARD OF TRUSTEES. THE PROCESS FOR JUDGING PERFORMANCE IS: -THE BOARD CHAIR OBTAINS INPUT AND FEEDBACK FROM INDIVIDUAL TRUSTEES USING A QUESTIONNAIRE OR BY OBTAINING DIRECT FEEDBACK COVERING SUBJECTS SUCH AS ACCOMPLISHMENT OF GOALS AND OBJECTIVES, STRENGTHS, ITEMS OF CONCERN, AND OTHER RELEVANT MATTERS PERTAINING TO CEO PERFORMANCE. -THIS INFORMATION IS REVIEWED AND SUMMARIZED BY THE BOARD CHAIR, REVIEWED AND DISCUSSED WITH THE BOARD IN AN EXECUTIVE SESSION, AND REVIEWED AND DISCUSSED WITH THE CEO ALSO IN AN EXECUTIVE SESSION OF THE BOARD. -THROUGHOUT THE YEAR, THE BOARD CHAIR SHARES FEEDBACK RECEIVED BY THE INDIVIDUAL TRUSTEES AND OR THE COMMUNITY WITH THE CEO. CEO LAST REVIEW DATE THE CEO'S PERFORMANCE AND COMPENSATION IS REVIEWED ON A FISCAL YEAR BASIS. RW-C'S FISCAL YEAR IS APRIL 1 THROUGH MARCH 31. OFFICER EVALUATION OFFICERS' PERFORMANCE AND COMPENSATION IS REVIEWED ANNUALLY BY THE CEO AND ON A PERIODIC BASIS, IF APPROPRIATE, AS DETERMINED BY THE CEO. THE ANNUAL REVIEW ADDRESSES COMPENSATION AND PERFORMANCE. THE PROCESS FOR DETERMINING COMPENSATION IS: -COMPENSATION DATA FOR COMPARABLE VIRGINIA EXECUTIVES IS OBTAINED AND USED AS A BENCHMARK. -INTERNAL COMPRESSION ISSUES AND ACCOMPLISHMENTS ARE TAKEN INTO CONSIDERATION. -BUDGET AND BUDGET CONSTRAINTS ARE TAKEN INTO CONSIDERATION. -A WAGE INCREASE AND OR INCENTIVE ARE DETERMINED BY THE CEO. THE PROCESS FOR JUDGING PERFORMANCE IS: -THE CEO CONDUCTS A FORMAL PERFORMANCE REVIEW USING THE ORGANIZATION'S PERFORMANCE REVIEW FORM AND BY PROVIDING SUPPORTING COMMENTARY COVERING SUBJECTS SUCH AS ACCOMPLISHMENT OF GOALS AND OBJECTIVES, STRENGTHS, ITEMS OF CONCERN, AND OTHER RELEVANT MATTERS PERTAINING TO OFFICER PERFORMANCE. -THIS INFORMATION IS REVIEWED DISCUSSED WITH THE OFFICER IN A PRIVATE SETTING. THE OFFICER IS ALSO AFFORDED THE OPPORTUNITY TO PROVIDE ANY VERBAL AND OR WRITTEN COMMENTS HE OR SHE FEELS IS APPROPRIATE TO THEIR FORMAL PERFORMANCE REVIEW. -THROUGHOUT THE YEAR, THE CEO SHARES FEEDBACK RECEIVED BY THE INDIVIDUAL TRUSTEES, THE COMMUNITY, AND STAFF WITH THE OFFICER. RECENT YEAR'S PERFORMANCE REVIEW THE CEO'S PERFORMANCE AND COMPENSATION IS REVIEWED ON A FISCAL YEAR BASIS. RW-C'S FISCAL YEAR IS APRIL 1 THROUGH MARCH 31. FOR FISCAL YEAR 2011/2012, THE CEO'S PERFORMANCE WAS FORMALLY REVIEWED ON JUNE 20, 2012. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 63,223. CHANGES IN FOUNDATION TEMPORARILY RESTRICTED NET ASSETS 117,016. TOTAL TO FORM 990, PART XI, LINE 5: 180,239. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. | |
| FORM 990, PART VII, DESCRIPTION OF HOURS FOR RELATED ORGANIZATIONS: | OFFICERS LISTED ON PART VII WORK AN AVERAGE OF 40 HOURS PER WEEK. THEIR TIME IS SHARED BETWEEN THE FILING ORGANIZATION AND THE RELATED ENTITY LISTED ON SCHEDULE R. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAPPAHANNOCK WESTMINSTER-CANTERBURY FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 LANCASTER DR | AddressLine1 |
| City | IRVINGTON | City |
| State | VA | State |
| ZIP Code | 22480 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521435132 | EIN |
| Primary Activities | SUPPORT RAPPAHANNOCK WESTMINSTER-CANTERBURY, INC. | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(1) | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAPPAHANNOCK WESTMINSTER-CANTERBURY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | 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 | 1 | 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 | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| RAPPAHANNOCK WESTMINSTER-CANTERBURY FOUNDATION | ||
| N | 131869 | CASH TRANSFER |
| RAPPAHANNOCK WESTMINSTER-CANTERBURY FOUNDATION | ||
| C | 226777 | CASH TRANSFER |