2024-02-13T09:40:43-06:00 2023-03-31 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2022-04-01 541150148 RAPPAHANNOCK WESTMINSTER-CANTERBURY INC RAPP 8044384000 132 LANCASTER DRIVE IRVINGTON VA 22480 STUART A BUNTING PRESIDENT & CEO 8044384000 2024-02-11 1 STUART BUNTING 999009999 0 JOHN NORMAN P01506766 7049985200 2024-02-11 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z STUART A BUNTING 132 LANCASTER DRIVE IRVINGTON VA 22480 28133502 0 X WWW.EMBRACELIFEATRWC.ORG X 1980 VA RETIREMENT LIVING & HEALTH CARE 11 11 351 125 0 0 342238 140226 19304246 21666785 283736 182319 756814 0 20687034 21989330 422 0 0 0 11974664 13076386 0 0 0 8481423 8955427 20456509 22031813 230525 -42483 50004590 42625506 49046152 42541665 958438 83841 X 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. 0 0 18217955 21666785 RW-C OPERATES A RESIDENTIAL HOME, INCLUDING 159 COTTAGES AND APARTMENTS, 46 ASSISTED LIVING BEDS, AND 42 HEALTH CENTER BEDS, FOR THE LIFE CARE OF AGED MEN AND WOMEN. SPONSOR EDUCATION AND OUTREACH PROGRAMS FOR RESIDENTS AND COMMUNITY PARTICIPANTS.ADDITIONALLY, AT HOME WITH RW-C OFFERS PERSONAL, COMPANION AND NURSING CARE TO THOSE INDIVIDUALS WHO PREFER TO REMAIN IN THEIR HOMES. PERSONAL AND COMPANION CARE INCLUDES HELP WITH BATHING, GROOMING AND DRESSING, MEAL PREPARATION, BATHROOM ASSISTANCE, MOBILITY, MEDICATION REMINDERS, SHOPPING, BILL PAYING, TRANSPORTATION, HOUSEWORK AND PET SITTING. NURSING CARE INCLUDES REGISTERED NURSE OVERSIGHT, DISEASE EDUCATION AND SUPPORT, GUIDED EXERCISES, DRESSING AND BANDAGE CHANGING, AND BLOOD SUGAR TESTING. 18217955 1 0 0 1 0 0 0 0 1 0 1 0 0 1 0 1 1 0 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 0 1 1 0 0 0 1 35 0 351 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X STUART BUNTING 8044384000 132 LANCASTER DR IRVINGTON VA 22480 JEFF JOY TRUSTEE 1.00 X 0 0 0 NORMAN FAULKNER CHAIRMAN 1.00 X 0 0 0 REBECCA FOSTER TRUSTEE 1.00 X 0 0 0 MEGAN LIMBURG TRUSTEE 1.00 X 0 0 0 PHILIP BOOTH TRUSTEE 1.00 1.00 X 0 0 0 JAMES MOSELEY TRUSTEE 1.00 X 0 0 0 SANDRA LYNN KELLUM TRUSTEE 1.00 X 0 0 0 SCOTT BLANDFORD TRUSTEE 1.00 X 0 0 0 MISSY MULLINS TRUSTEE 1.00 X 0 0 0 GINGER PHILBRICK TRUSTEE 1.00 X 0 0 0 STUART A BUNTING PRESIDENT, CEO & SECRETARY 36.00 4.00 X 278483 0 33653 WADE E BISHOP VP, CFO & TREASURER 36.00 4.00 X 105710 0 14578 PHILLIP L WILLIAMS VP OPERATIONS 40.00 X 95670 0 12966 SHANEE M JONES VP HEALTH SERVICES 40.00 X 112508 0 14919 WANDA N WALLIN VP HUMAN RESOURCES 40.00 X 110994 0 13255 HEIDI L BRISTOW ASST. SECRETARY & ASST. TREASURER 40.00 X 53651 0 11236 JAMES E BRYANT MEDICAL DIRECTOR 40.00 X 136072 0 21468 893088 0 122075 8 0 1 0 0 120585 19641 140226 RESIDENTIAL 623000 14702842 14702842 HEALTH CARE 623000 4697886 4697886 HOME CARE 621610 1426010 1426010 ANCILLARY INCOME 623000 616395 616395 PHARMACY 623000 153420 153420 70232 70232 21666785 159089 159089 6167402 6144172 23230 23230 23230 21989330 21666785 0 182319 757016 378508 378508 10206818 9264655 942163 149175 118378 30797 1164759 1054763 109996 798618 707954 90664 13411 13411 55567 55567 32725 32725 324263 284328 39935 265392 265392 400724 258459 142265 200613 200613 1039927 769103 270824 48765 22251 26514 46747 22138 24609 455215 334714 120501 2980441 2576582 403859 382648 382648 DIETARY SUPPLIES 997111 997111 REPAIRS AND MAINTENANCE 754952 658462 96490 OTHER OPERATING SUPPLIE 375486 341316 34170 PHARMACY AND MEDICAL EX 300625 300625 280815 128608 152207 22031813 18217955 3813858 0 4121549 1658852 129225 107971 445025 310029 1000 216479 258319 95069 86470 86359590 60293421 27169523 26066169 6617313 4044390 11209407 10093306 50004590 42625506 1689297 1624014 34543682 34095229 10928108 5038314 1885065 1784108 49046152 42541665 X -2007538 -1765733 2965976 1849574 958438 83841 50004590 42625506 X -42483 -750559 -81555 X X 0 1 X 1 0 X 287333 1541336 1876530 342238 140226 4187663 19406226 19770594 20396854 19342716 21666785 100583175 19693559 21311930 22273384 19684954 21807011 104770838 207366 205465 273341 284009 970181 0 207366 205465 273341 284009 970181 103800657 294242 148917 649406 245266 159089 1496920 294242 148917 649406 245266 159089 1496920 202806 206344 94873 130815 634838 20190607 21667191 23017663 20061035 21966100 106902596 0.97100 0.96480 0.01400 0.01630 X 0 0 0 0 0 0 0 0 1 185 185 0 PART II-B, LINE 1: A PORTION OF ASSOCIATION DUES ARE ALLOCATED TOWARDS LOBBYING. 0 0 731431 731431 65854211 46181551 19672660 12286179 9142188 3143991 7487769 4969682 2518087 26066169 DUE FROM FOUNDATION 22255 BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION 9707721 ESCROW RESERVATION 200639 CAPTIVE DEPOSITS 162691 10093306 X 21989330 0 21989330 0 21989330 22031813 0 22031813 0 22031813 PART X, LINE 2: 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 FOLLOWS 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. 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 MARCH 31, 2023 AND 2022. X X X 0 0 0 0 0 0 0 0 0 STUART A BUNTING PRESIDENT, CEO & SECRETARY 278483 0 0 0 0 0 5260 0 28393 0 312136 0 0 0 JAMES E BRYANT MEDICAL DIRECTOR 136072 0 0 0 0 0 2880 0 18588 0 157540 0 0 0 A INDUSTRIAL DEVELOPMENT AUTHORITY OF MIDDLESEX COUNTY VA 541963905 NONEAVAIL 2012-12-27 17105000 REFUND/REFINANCE 2002 ISSUE 0 0 0 A 12091655 17105000 315935 16789065 1 0 1 1 A 0 0 0 0 0.00080 0.00080 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW. 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. A COPY OF THE 990 IS ALSO PROVIDED TO ALL BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS 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. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES MET TO ASSESS THE PERFORMANCE OF STUART BUNTING AND TO REVIEW THE COMPENSATION PACKAGE FOR HIS POSITION. THE COMMITTEE, AS PART OF THE COMPENSATION REVIEW, EVALUATED THE PACKAGE AGAINST COMPARABLE INDUSTRY AND LOCAL EMPLOYERS AS WELL AS A REVIEW BY AN INDEPENDANT COMPENSATION CONSULTANT. THE EXECUTIVE COMMITTEE REPORTED THE PERFORMANCE REVIEW AND THE COMPENSATION ASSESSMENT TO THE BOARD OF TRUSTEES. 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 AND 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. THE PROCESSES DESCRIBED HERE WERE LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND THROUGH AN ANNUAL DISCLOSURE STATEMENT. FORM 990, PART XI, LINE 9: INCREASE IN BENEFICIAL INTEREST OF FOUNDATION - UNRESTRICTED 34,847. INTERCOMPANY TRANSFER FROM FOUNDATION 1,000,000. DECREASE IN BENEFICIAL INTEREST OF FOUNDATION - RESTRICTED -1,116,402. 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. RAPPAHANNOCK WESTMINSTER-CANTERBURY FOUNDATION 132 LANCASTER DR IRVINGTON VA 22480 521435132 SUPPORT RAPPAHANNOCK WESTMINSTER-CANTERBURY, INC. VA 501(C)(3) 509(A)(1) RAPPAHANNOCK WESTMINSTER-CANTERBURY INC 1 0 0 1 0 1 0 0 0 0 0 0 1 1 1 1 0 1 0 1 RAPPAHANNOCK WESTMINSTER-CANTERBURY FOUNDATION O 88900 CASH TRANSFER RAPPAHANNOCK WESTMINSTER-CANTERBURY FOUNDATION C 120585 CASH TRANSFER