2026-05-12T09:07:29-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 14815 BALLANTYNE VILLAGE WAY SUITE 300 CHARLOTTE NC 28277 990 2024-07-01 521447069 WESTMINSTER-CANTERBURY OF THE BLUE RIDGE WEST 4349723170 250 PANTOPS MOUNTAIN RD CHARLOTTESVILLE VA 22911 DAVID BRUTON CFO 4349723170 2026-05-08 1 1 KATHRINE A WARLICK P02065266 7049985200 2026-05-08 2024 2025-03-06 01:10:19Z DAVID BRUTON 250 PANTOPS MOUNTAIN RD CHARLOTTESVILLE VA 22911 51533636 0 X WWW.WESTMINSTERCANTERBURY.ORG X 1985 VA PROVIDE HEALTH CARE, HOUSING AND RELATED SERVICES TO SENIORS THROUGH THE OPERATION OF A CCRC. 15 12 471 15 0 0 68729 75887 45805186 47462702 1539274 1796480 855222 768525 48268411 50103594 0 0 0 0 19712422 20903123 0 0 333174 22120244 23340206 41832666 44243329 6435745 5860265 227216642 244567771 175285872 175981100 51930770 68586671 X WESTMINSTER-CANTERBURY OF THE BLUE RIDGE'S MISSION IS TO PROVIDE A LIFECARE COMMUNITY OF VIBRANT LIVING DESIGNED TO MEET THE DYNAMIC NEEDS AND OPPORTUNITIES OF OLDER ADULTS.CONTINUED ON SCHEDULE OIN ADDITION TO THE OPERATION OF A LIFECARE RETIREMENT COMMUNITY, WCBR ESTABLISHED THE WESTMINSTER-CANTERBURY OF THE BLUE RIDGE FOUNDATION, A SUPPORTIVE CHARITABLE ORGANIZATION TO RAISE FUNDS FOR THE MISSION OF WESTMINSTER-CANTERBURY OF THE BLUE RIDGE. 0 0 35820695 0 48231227 DURING FY25, WCBR PROVIDED HOUSING, HEALTH CARE, ACTIVITIES, MEALS AND OTHER SERVICES FOR AN AVERAGE OF 466 INDIVIDUALS WHO ARE TYPICALLY AGE 62 OR OLDER. WCBR HAD A TOTAL AT THE END OF THE FISCAL YEAR OF 281 INDEPENDENT LIVING ACCOMMODATIONS. RESIDENCES RANGE FROM 640-SQUARE FOOT APARTMENTS TO OVER 2,150-SQUARE FOOT COTTAGES WITH TWO-CAR GARAGES. THE AVERAGE NUMBER OF OCCUPIED INDEPENDENT LIVING UNITS IN FY25 WAS 271 (96%) WITH AN ADDITIONAL 100 SPOUSES OR SECOND PERSONS OCCUPYING THE SAME RESIDENCE. AVERAGE OCCUPANCY FOR THE 109 CARE AREA RESIDENCES WAS 80%. ACTIVITIES ARE PLENTIFUL, INCLUDING NUMEROUS CLUBS, COMMITTEES, LECTURES, LIFELONG LEARNING OPPORTUNITIES, ART CLASSES, GARDENING, EXERCISE PROGRAMS, SPIRITUAL SERVICES, SPECIAL EVENTS AND TRIPS THAT STIMULATE THE INTELLECT, PASSION AND INTEREST OF OUR RESIDENTS. 35820695 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 45 0 1 471 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X DAVID BRUTON 4349723170 250 PANTOPS MOUNTAIN ROAD CHARLOTTESVILLE VA 22911 CAROL F HAM CHAIR 1.00 1.00 X X 0 0 0 DANIEL L OAKEY VICE CHAIR 1.00 0.00 X X 0 0 0 GLENN W RUST SECRETARY 1.00 0.00 X X 0 0 0 LEONE CIPORIN TRUSTEE 1.00 0.00 X 0 0 0 G KELLY EPLEE TRUSTEE 1.00 0.00 X 0 0 0 TERRY S FORBES TRUSTEE 1.00 0.00 X 0 0 0 JOHN FRANKLIN TRUSTEE 1.00 0.00 X 0 0 0 REBECCA HILL TRUSTEE 1.00 0.00 X 0 0 0 J BRIAN JACKSON TRUSTEE 1.00 0.00 X 0 0 0 DAVID M MALONEY TRUSTEE, EX OFFICIO 1.00 1.00 X 0 0 0 LAWRENCE J MARTIN TRUSTEE 1.00 0.00 X 0 0 0 JUSTIN MUTTER MD TRUSTEE 1.00 0.00 X 0 0 0 ROSS T THOMAS TRUSTEE 1.00 0.00 X 0 0 0 DAVID TRAUTMAN TRUSTEE 1.00 0.00 X 0 0 0 DAVID H WHITCOMB TRUSTEE 1.00 0.00 X 0 0 0 GARY B SELMECZI CEO/PRESIDENT(THRU 9/2024) 40.00 4.00 X 473532 0 45739 TYLER KENDALL CEO/PRESIDENT(AS OF 7/2024) 40.00 4.00 X 245751 0 20500 ANNA D BUCHANAN CFO/TREASURER 40.00 4.00 X 295816 0 45697 JOHN KOVALESKI VP- OPERATIONS 40.00 0.00 X 201803 0 55520 DEBBIE DESMOND VP-HR & OD 40.00 0.00 X 192120 0 0 DEIDRA MASSIE VP OF MARKETING 40.00 0.00 X 165883 0 41786 BETHANIE CONSTANT VP MISSION ADVANCEMENT(THRU 2/2025) 4.00 40.00 X 166873 0 33428 LEAH QUEEN HEALTH SERVICES ADMIN.(THRU 4/2025) 40.00 0.00 X 148086 0 30742 ANTHONY MARBURY DIRECTOR OF INFORMATION TECHNOLOGY 40.00 0.00 X 137672 0 0 2027536 0 273412 18 0 1 0 MORRISON MANAGEMENT SPECIALIST PO BOX 102289 ATLANTA GA 30368 FOOD SERVICES 2924812 ABRAHAMSE & COMPANY INC 325 WINDING RIVER LANE SUITE 202 CHARLOTTESVILLE VA 22911 CONSTRUCTION SERVICES 1564809 POWERBACK REHABILITATION PO BOX 821322 PHILADELPHIA PA 19182 THERAPY SERVICES 750007 ADVANCED CUSTOM CONTRACTORS INC PO BOX 392 STANARDSVILLE VA 22973 CONSTRUCTION SERVICES 566655 CEILING & FLOOR SHOP INC 105 KEYSTONE PLACE CHARLOTTESVILLE VA 22902 CONSTRUCTION SERVICES 542150 30 75887 75887 PROGRAM REVENUE 623000 38655032 38655032 OTHER RESIDENTIAL SERV 623000 8807670 8807670 47462702 2125427 2125427 1101095 0 1430042 1101095 -1430042 -328947 -328947 MISCELLANEOUS 900099 768525 768525 768525 50103594 48231227 0 1796480 1284500 1284500 15857668 14244668 1426162 186838 545674 500636 45038 2013660 1762604 241255 9801 1201621 1011471 176314 13836 262357 262357 126745 126745 107307 107307 2922401 2011184 843565 67652 113957 51007 62950 124703 32710 73476 18517 1559786 35446 1524340 212652 170610 40993 1049 1882149 1882149 9901033 9785695 111455 3883 460218 238541 221677 SUPPLIES 2823093 2758327 41705 23061 REAL ESTATE TAXES 1480411 1480411 REPAIRS AND MAINTENANCE 1037391 1028254 9137 SMALL TOOLS & EXPENSES 114118 112816 1302 211885 194577 8771 8537 44243329 35820695 8089460 333174 4030725 3092548 6229385 8015860 523089 785436 50203 41109 372566 424782 241738486 131319268 116084290 110419218 73465552 92535580 26460832 29253238 227216642 244567771 3859326 4539586 84580040 87173970 56502656 55428340 30343850 28839204 175285872 175981100 X 35932056 50800554 15998714 17786117 51930770 68586671 227216642 244567771 X 5860265 7620191 3175445 X X 0 1 X 1 0 X 209775 149929 76027 68729 75887 580347 37860026 39871985 42036334 45805186 47462702 213036233 38069801 40021914 42112361 45873915 47538589 213616580 0 0 0 213616580 489636 506802 726270 1541283 2125427 5389418 489636 506802 726270 1541283 2125427 5389418 1391236 829416 924366 855222 768525 4768765 39950673 41358132 43762997 48270420 50432541 223774763 0.95460 0.95750 0.02410 0.01860 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 515,032. 2021 AMOUNT: $ 696,531. 2022 AMOUNT: $ 924,366. 2023 AMOUNT: $ 855,222. 2024 AMOUNT: $ 768,525. PROVIDER RELIEF FUNDS - 2020 AMOUNT: $ 876,204. 2021 AMOUNT: $ 132,885. PART III, SECTION B, LINE 12 OTHER INCOME INCLUDES REVENUE FROM ANCILLARY SERVICES PROVIDED TO RESIDENTS NOT INCLUDED IN LINE 6 BUT WHICH ARE COMPLEMENTARY OFFERINGS AVAILABLE TO THE RESIDENTIAL AND CARE SERVICES OFFERED BY WCBR. ANCILLARY SERVICES MAY INCLUDE DINING CHARGES NOT COVERED BY RESIDENT MEAL PLANS, SALON SERVICES, PERSONAL FITNESS TRAINING, OPTIONAL ACTIVITIES AND OUTINGS, AND SIMILAR CHARGES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2096563 2750 2099313 2093563 3000 2096563 1486968 606595 2093563 1464868 22100 1486968 1462368 2500 1464868 0.00000 1.00000 0.00000 0 1 1 10050988 10050988 210855763 118935742 91920021 10206870 6987837 3219033 10624865 5395689 5229176 110419218 INVESTMENTS 91762988 F ASSETS LIMITED AS TO USE 772592 F 92535580 DEPOSITS 260307 MEDICARE BED LICENSE 345084 INTEREST IN FOUNDATION 28458618 DUE FROM FOUNDATION 189229 29253238 DEPOSITS 908128 INTEREST PAYABLE 110668 ENTRY FEE REFUNDABLE 27788610 CAPITAL LEASE PAYABLE 31798 28839204 X PART V, LINE 4: ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE FOUNDATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD. GOVERNED BY POLICY, AS APPROVED BY THE BOARD OF TRUSTEES, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRESERVE AND GROW CAPITAL AND STRIVE FOR CONSISTENT ABSOLUTE RETURNS. PART X, LINE 2: THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE ORGANIZATION HAS ADOPTED GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE IMPLEMENTATION HAS HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. X 1 1 X X X X 0 1 0 0 0 0 0 0 0 GARY B SELMECZI CEO/PRESIDENT(THRU 9/2024) 237460 0 105121 0 130951 0 24864 0 20875 0 519271 0 0 0 ANNA D BUCHANAN CFO/TREASURER 293457 0 0 0 2359 0 17790 0 27907 0 341513 0 0 0 TYLER KENDALL CEO/PRESIDENT(AS OF 7/2024) 220520 0 25000 0 231 0 0 0 20500 0 266251 0 0 0 JOHN KOVALESKI VP- OPERATIONS 193740 0 6050 0 2013 0 14284 0 41236 0 257323 0 0 0 DEIDRA MASSIE VP OF MARKETING 154642 0 10000 0 1241 0 9702 0 32084 0 207669 0 0 0 BETHANIE CONSTANT VP MISSION ADVANCEMENT(THRU 2/2025) 165842 0 0 0 1031 0 11347 0 22081 0 200301 0 0 0 DEBBIE DESMOND VP-HR & OD 189479 0 0 0 2641 0 0 0 0 0 192120 0 0 0 LEAH QUEEN HEALTH SERVICES ADMIN.(THRU 4/2025) 147302 0 0 0 784 0 10431 0 20311 0 178828 0 0 0 PART I, LINE 1A THE ENROLLMENT FEE AND MEMBERSHIP DUES FOR THE CEO/PRESIDENT TO ACCESS THE KESWICK CLUB. THIS MEMBERSHIP IS ALSO USED TO HOST SOME BOARD EVENTS. PART I, LINE 4B GARY SELMECZI'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $125,601 FOR SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN; TERMS AND CONDITIONS WERE AS FOLLOWS: 457(F) A EDA OF ALBEMARLE COUNTY VIRGINIA 541297503 01266TAQ6 2022-02-02 43127226 SEE PART VI 0 0 0 B EDA OF ALBEMARLE COUNTY VIRGINIA 541297503 01266TAR4 2022-10-05 16113372 SEE PART VI 0 0 0 A 2300000 43127226 675960 42451266 1 0 1 1 B 16113372 272139 15841233 1 0 1 1 A 0 1 1 1 0 0.01000 0.01000 0 0 1 B 0 1 1 1 0 0.01000 0.01000 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 SCHEDULE K, PART I, ISSUE A ISSUER NAME: ECONOMIC DEVELOPMENT AUTHORITY OF ALBEMARLE COUNTY, VIRGINIA DESCRIPTION OF PURPOSE: REFUND ECONOMIC DEVELOPMENT AUTHORITY OF ALBEMARLE COUNTY, VIRGINIA RESIDENTIAL CARE FACILITY MORTGAGE REVENUE AND REFUNDING BOND (WESTMINSTER-CANTERBURY OF THE BLUE RIDGE), SERIES 2016A ISSUED ON 06/29/2016 AND RESIDENTIAL CARE FACILITY MORTGAGE REVENUE REFUNDING BOND (WESTMINSTER-CANTERBURY OF THE BLUE RIDGE), SERIES 2016B ISSUED ON 10/04/2016. SCHEDULE K, PART I, ISSUE B ISSUER NAME: ECONOMIC DEVELOPMENT AUTHORITY OF ALBEMARLE COUNTY, VIRGINIA DESCRIPTION OF PURPOSE: REFUND ECONOMIC DEVELOPMENT AUTHORITY OF ALBEMARLE COUNTY, VIRGINIA RESIDENTIAL CARE FACILITY MORTGAGE REVENUE BONDS (WESTMINSTER- CANTERBURY OF THE BLUE RIDGE), SERIES 2012A ISSUED ON 12/12/2012. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE MAY ACT ON BEHALF OF THE FULL BOARD AND SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION DURING THE INTERIM PERIODS BETWEEN MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B BOTH THE CEO AND THE CFO FULLY REVIEW THE 990. IT IS SENT TO THE BOARD FINANCE COMMITTEE FOR THEIR REVIEW. CFO MEETS WITH THE COMMITTEE TO DISCUSS THE 990 AND RECEIVES APPROVAL TO FILE. PRIOR TO FILING, THE 990 IS PROVIDED TO THE FULL BOARD FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND OFFICERS COMPLETE A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION REVIEW FOR THE CEO IS PERFORMED AT MINIMUM EVERY THREE YEARS BY AN INDEPENDENT CONSULTANT AND PROVIDED TO THE WCBR CORPORATE BOARD OF TRUSTEES FOR REVIEW AND ACTION. THE CONSULTANT COMPLETES A MARKET COMPARISON WITH OTHER CEO POSITIONS THAT HAVE SIMILAR RESPONSIBILITY TO OTHERS IN THE AREA, THE STATE, AND NATIONWIDE. THE BOARD CHAIR DOCUMENTS THE DECISION AND ACTION TO BE TAKEN. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, DISCLOSURE STATEMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE QUARTERLY FINANCIAL STATEMENTS AND THE AUDIT ARE POSTED ON EMMA. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION 1,388,042. DECREASE IN BENEFICIAL INTEREST IN TEMPORARILY RESTRICTED NET ASSETS 1,784,653. INCREASE IN BENEFICIAL INTEREST IN PERMANENTLY RESTRICTED NET ASSETS 2,750. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. WCBR LAND HOLDINGS LLC 250 PANTOPS MOUNTAIN ROAD CHARLOTTESVILLE VA 22911 HOLDS LAND VA 0 6340614 WESTMINSTER-CANTERBURY OF THE BLUE RIDGE FOUNDATION 250 PANTOPS MOUNTAIN ROAD CHARLOTTESVILLE VA 22911 541882970 PROVIDED FINANCIAL SUPPORT FOR FELLOWSHIP FUNDS VA 501(C)(3) 509(A)(3) WESTMINSTER-CANTERBURY OF THE BLUE RIDGE 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 WESTMINSTER CANTERBURY OF THE BLUE RIDGE FOUNDATION C 75887 ACTUAL PAYMENT - FELLOWSHIP