2025-08-04T16:06:35-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2023-10-01 541553651 WESTMINSTER CANTERBURY MANAGEMENT CORPORATION WEST 8042646000 1600 WESTBROOK AVENUE RICHMOND VA 232273337 W RUSSELL GARDNER VP & CHIEF FINANCIAL OFFICER 8042646000 2025-08-04 1 1 KATHRINE A WARLICK P02065266 7049985200 2025-08-04 2023 2025-03-06 01:10:19Z W RUSSELL GARDNER 1600 WESTBROOK AVENUE RICHMOND VA 232273337 16798554 0 X WWW.WCRICHMOND.ORG X 1990 VA PROVIDE MANAGEMENT SERVICES TO A LARGE NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY, AN ELDERLY HOUSING FACILITY AND A NOT-FOR-PROFIT CHILD CARE CENTER. 20 20 72 51 0 0 0 0 16396400 16798554 0 0 0 0 16396400 16798554 0 0 0 0 11003242 11152629 0 0 0 5393158 5645925 16396400 16798554 0 0 213955485 270988917 4675910 4730843 209279575 266258074 AS A FAITH-BASED CHARITABLE ORGANIZATION, WE WILL PROVIDE SERVICES, SPECIFIC TO NEED, IN A COMPASSIONATE, PROFESSIONAL, HOLISTIC MANNER, THROUGH AN INSPIRING ENVIRONMENT AND DYNAMIC LEADERSHIP FOR OUR RESIDENTS, EMPLOYEES AND OTHERS WE SERVE. 0 0 13078233 16798554 PROVIDE MANAGEMENT AND SERVICES TO A LARGE NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY, AN ELDERLY HOUSING FACILITY AND A NOT-FOR-PROFIT CHILD CARE CENTER. 13078233 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 72 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X REBECCA HARRIS DIRECTOR OF FINANCE 8042646000 1600 WESTBROOK AVENUE RICHMOND VA 23227 ANGELA P PHELON CHAIR 1.00 4.00 X X 0 0 0 JAMES M KRESGE VICE CHAIR 1.00 4.00 X X 0 0 0 PETER S ALCORN TRUSTEE 1.00 4.00 X 0 0 0 DR BRIAN K BLOUNT TRUSTEE 1.00 4.00 X 0 0 0 THOMAS L BOWDEN JR TRUSTEE 1.00 4.00 X 0 0 0 PETER H BOWLES TRUSTEE 1.00 4.00 X 0 0 0 TAYLAN BOZKURT TRUSTEE 1.00 4.00 X 0 0 0 JENNIFER D BRITTON TRUSTEE 1.00 4.00 X 0 0 0 W LEE CHANEY TRUSTEE 1.00 4.00 X 0 0 0 P FREDERICK DUCKWORTH JR MD TRUSTEE 1.00 4.00 X 0 0 0 MARY D ELLISON TRUSTEE 1.00 4.00 X 0 0 0 JENNIFER M FERGUSON TRUSTEE 1.00 4.00 X 0 0 0 THOMAS G HARDY III TRUSTEE 1.00 4.00 X 0 0 0 GEORGE C HOWELL III TRUSTEE 1.00 4.00 X 0 0 0 ANNE H MCDONNELL TRUSTEE 1.00 4.00 X 0 0 0 CHRISTOPHER M MICHALIK TRUSTEE 1.00 4.00 X 0 0 0 GRETA B PETERS TRUSTEE 1.00 4.00 X 0 0 0 HB THOMSON TRUSTEE 1.00 4.00 X 0 0 0 THOMAS H TULLIDGE JR TRUSTEE 1.00 4.00 X 0 0 0 L BIRCK TURNBULL TRUSTEE 1.00 4.00 X 0 0 0 JOHN D BURNS CEO 15.00 25.00 X 609703 0 49961 W RUSSELL GARDNER TREASURER, VICE PRESIDENT & CFO 30.00 10.00 X 446053 0 38759 WILLIAM H BLACKWELL VICE PRESIDENT HEALTH SERVICES 0.00 40.00 X 0 288383 32761 ROBERT MANN VICE PRESIDENT INFORMATION TECHNOLOGY 40.00 0.00 X 189013 0 15462 STACEY W NANNERY VICE PRESIDENT SALES AND MARKETING 40.00 0.00 X 170485 0 23083 JASON T COLLINS VICE PRESIDENT FACILITIES MANAGEMENT 0.00 40.00 X 173965 0 17420 GAYLE HAGLUND VICE PRESIDENT RESOURCE DEVELOPMENT 40.00 0.00 X 118257 0 8454 JOHN LOOP VP HEALTH & WELLNESS (AS OF 11/2023) 0.00 40.00 X 0 18847 0 CHELSEA O NAYLOR VICE PRESIDENT WORKFORCE SERVICES 30.00 10.00 X 190163 0 24992 SHARON M POZNANCZYK DIRECTOR OF NURSING 0.00 40.00 X 0 200847 24463 KEVIN DAIGNAULT ADMINISTRATOR HOME HEALTH 0.00 40.00 X 0 181548 10880 DEBRA JACOBSEN ADMINISTRATOR RESIDENTIAL LIVING 0.00 40.00 X 0 158079 32284 MARTIN KANE DIRECTOR OF FINANCE 30.00 10.00 X 163105 0 18048 DEREK OLIVER DIRECTOR FACILITIES ENGINEERING 0.00 40.00 X 0 144902 20329 2060744 992606 316896 9 0 1 0 0 PROGRAM SERVICE REVENUE 561000 16798554 16798554 16798554 16798554 16798554 0 0 X 1779023 1779023 4085635 3611702 473933 592114 523429 68685 4317117 3816332 500785 378740 334806 43934 40965 7274 33691 150559 150559 151542 151542 2130901 1883716 247185 806376 712836 93540 382362 338008 44354 1048659 927014 121645 35155 31077 4078 DUES & SUBSCRIPTIONS 273523 273523 BAD DEBT EXPENSE 240000 240000 RECRUITMENT EXPENSE 129545 129545 PRODUCTIVE EXPENSES 106381 106381 149957 142590 7367 16798554 13078233 3720321 0 4716 0 946269 928627 213004500 270060290 213955485 270988917 3983034 3501531 692876 1229312 4675910 4730843 X 143902354 190120856 65377221 76137218 209279575 266258074 213955485 270988917 X 0 56978499 X X 0 1 X 1 0 X X 5 WESTMINSTER CANTERBURY CORPORATION 237162493 10 1 0 0 THE GLEBE OF RICHMOND 541552745 10 1 0 0 WESTMINSTER CANTERBURY CHILD CARE CENTER 541552747 10 1 0 0 WESTMINSTER CANTERBURY FOUNDATION 521189655 8 1 0 0 WESTMINSTER-CANTERBURY DEVELOPMENT CORPORATION 821783172 10 1 0 0 5 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 DUE FROM AFFILIATES 3802216 EQUITY IN SUBSIDIARIES 266258074 270060290 DUE TO AFFILIATES 1229312 1229312 X PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION IS IN RECEIPT OF FAVORABLE IRS DETERMINATION LETTERS WITH RESPECT TO THE TAX-EXEMPT STATUS OF THE ENTITY. SECTION 58-12.35 OF THE CODE OF VIRGINIA SPECIFICALLY EXEMPTS THE PROPERTY OF THE ORGANIZATION ONLY FROM STATE AND LOCAL TAXATION. THE ORGANIZATION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THIS STANDARD DOES NOT HAVE A SIGNIFICANT IMPACT ON THE FINANCIAL STATEMENTS. 1 X X X X 0 0 0 0 0 0 0 1 0 JOHN D BURNS CEO 397710 0 167047 0 44946 0 33364 0 16597 0 659664 0 0 0 W RUSSELL GARDNER TREASURER, VICE PRESIDENT & CFO 315038 0 121208 0 9807 0 25400 0 13359 0 484812 0 0 0 WILLIAM H BLACKWELL VICE PRESIDENT HEALTH SERVICES 0 206060 0 80584 0 1739 0 20105 0 12656 0 321144 0 0 SHARON M POZNANCZYK DIRECTOR OF NURSING 0 172659 0 23023 0 5165 0 15134 0 9329 0 225310 0 0 CHELSEA O NAYLOR VICE PRESIDENT WORKFORCE SERVICES 160062 0 30101 0 0 0 12428 0 12564 0 215155 0 0 0 ROBERT MANN VICE PRESIDENT INFORMATION TECHNOLOG 149351 0 33870 0 5792 0 12525 0 2937 0 204475 0 0 0 STACEY W NANNERY VICE PRESIDENT SALES AND MARKETING 140583 0 29902 0 0 0 12814 0 10269 0 193568 0 0 0 KEVIN DAIGNAULT ADMINISTRATOR HOME HEALTH 0 159835 0 14008 0 7705 0 1690 0 9190 0 192428 0 0 JASON T COLLINS VICE PRESIDENT FACILITIES MANAGEMENT 145489 0 28476 0 0 0 7051 0 10369 0 191385 0 0 0 DEBRA JACOBSEN ADMINISTRATOR RESIDENTIAL LIVING 0 134739 0 23340 0 0 0 22155 0 10129 0 190363 0 0 MARTIN KANE DIRECTOR OF FINANCE 144235 0 18870 0 0 0 8831 0 9217 0 181153 0 0 0 DEREK OLIVER DIRECTOR FACILITIES ENGINEERING 0 129932 0 14970 0 0 0 11170 0 9159 0 165231 0 0 PART I, LINE 3 AN OUTSIDE COMPANY IS ENGAGED EACH YEAR TO ADVISE ON ALL EMPLOYEES' COMPENSATION PACKAGES, INCLUDING THE CEO'S. THE ORGANIZATION AND COMPENSATION COMMITTEE OF THE BOARD REVIEWS THE RECOMMENDATIONS OF THE OUTSIDE COMPANY. THE CEO'S COMPENSATION IS DETERMINED BY THE BOARD INDEPENDENTLY OF THE CEO, AND IT'S DECISION IS DOCUMENTED IN THE BOARD MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. PART I, LINE 7 SERP PLAN FOR KEY EMPLOYEES EQUALING 20% OF ANNUAL SALARY. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 RETURN IS REVIEWED BY THE AUDIT COMMITTEE. ONCE APPROVED BY THE AUDIT COMMITTEE, THE CHAIR PRESENTS THE COMPLETE FORM 990 TO ALL THE MEMBERS OF THE GOVERNING BOARD FOR APPROVAL PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD MEMBERS FILL OUT A CONFLICT OF INTEREST STATEMENT. IF THERE ARE ANY CONFLICTS, CONFLICTED BOARD MEMBERS EXCUSE THEMSELVES FROM ANY PART OF THE DISCUSSION AND VOTE RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 AN OUTSIDE COMPANY IS ENGAGED EACH YEAR TO ADVISE ON ALL EMPLOYEES' COMPENSATION PACKAGES, INCLUDING THE CEO'S. THE ORGANIZATION AND COMPENSATION COMMITTEE OF THE BOARD REVIEWS THE RECOMMENDATIONS OF THE OUTSIDE COMPANY. THE CEO'S COMPENSATION IS DETERMINED BY THE BOARD INDEPENDENTLY OF THE CEO, AND IT'S DECISION IS DOCUMENTED IN THE BOARD MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,883,716. MANAGEMENT AND GENERAL EXPENSES 247,185. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,130,901. FORM 990, PART XI, LINE 9: CHANGE IN TEMPORARY RESTRICTED NET ASSETS 10,759,997. EQUITY IN GAINS OF SUBSIDIARIES 46,218,502. FORM 990, PART VII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED EITHER ITS AUDIT OVERSIGHT PROCESS OR AUDITOR SELECTION PROCESS DURING THE TAX YEAR. WESTMINSTER CANTERBURY FOUNDATION 1600 WESTBROOK AVENUE RICHMOND VA 23227 521189655 PROVIDE FUNDRAISING FOR THE BENEFIT OF WESTMINSTER-CANTERBURY RICHMOND VA 501(C)(3) LINE 8 WESTMINSTER CANTERBURY MANAGEMENT CORPORATION 0 THE GLEBE OF RICHMOND 1600 WESTBROOK AVENUE RICHMOND VA 23227 541552745 OPERATE AND MAINTAIN A CONTINUING CARE RETIREMENT COMMUNITY FOR THE ELDERLY VA 501(C)(3) LINE 10 WESTMINSTER CANTERBURY MANAGEMENT CORPORATION 0 WESTMINSTER CANTERBURY CORPORATION 1600 WESTBROOK AVENUE RICHMOND VA 23227 237162493 OPERATE AND MAINTAIN A CONTINUING CARE RETIREMENT COMMUNITY FOR THE ELDERLY VA 501(C)(3) LINE 10 WESTMINSTER CANTERBURY MANAGEMENT CORPORATION 0 WESTMINSTER CANTERBURY CHILD CARE 1600 WESTBROOK AVENUE RICHMOND VA 23227 541552747 PROVIDE CHILD CARE SERVICES TO RELATED ENTITIES AND THE COMMUNITY VA 501(C)(3) LINE 10 WESTMINSTER CANTERBURY MANAGEMENT CORPORATION 0 WESTMINSTER-CANTERBURY DEVELOPMENT CORPORATION 1600 WESTBROOK AVENUE RICHMOND VA 23227 821783172 SUPPORT THE MISSION AND PURPOSE OF WC RICHMOND AND RELATED ENTITIES VA 501(C)(3) LINE 10 WESTMINSTER CANTERBURY MANAGEMENT CORPORATION 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0