2025-08-04T15:58:42-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2023-10-01 541552745 THE GLEBE OF RICHMOND INC GLEB 8042646000 1600 WESTBROOK AVENUE RICHMOND VA 232273337 W RUSSELL GARDNER VP & CHIEF FINANCIAL OFFICER 8042646000 2025-08-04 1 0 7049985200 2025-08-04 2023 2025-03-06 01:10:19Z W RUSSELL GARDNER 1600 WESTBROOK AVENUE RICHMOND VA 232273337 678297 0 X WWW.WCRICHMOND.ORG X 1990 VA THE GLEBE OFFERS A CONTINUUM OF CARE TO SUPPORT INDEPENDENT LIVING FOR PERSONS AGED 62 AND OLDER. 20 20 0 20 0 0 0 0 600407 678297 0 0 0 0 600407 678297 0 0 0 0 0 0 0 0 0 205534 208889 205534 208889 394873 469408 5258943 6470521 1675922 2418092 3583021 4052429 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 79875 678297 INDEPENDENT LIVING - OPERATE AND MAINTAIN AN INDEPENDENT LIVING FACILITY FOR AGING ADULTS. THE ORGANIZATION PROVIDES INDEPENDENT LIVING SERVICES WITH ON-SITE LIFE CARE SERVICES, CLINICS FOR ROUTINE CARE, VISITING SPECIALISTS, AS WELL AS A PHARMACY FOR ITS RESIDENTS. 79875 1 0 0 0 0 0 0 0 0 0 1 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 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 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 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 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 MD 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 TOM 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 W RUSSELL GARDNER TREASURER, VICE PRESIDENT & CFO 0.00 40.00 X 0 446053 38759 WILLIAM H BLACKWELL VICE PRESIDENT HEALTH SERVICES 0.00 40.00 X 0 288383 32761 GAYLE HAGLUND VICE PRESIDENT RESOURCE DEVELOPMENT 0.00 40.00 X 0 118257 8454 ROBERT MANN VICE PRESIDENT INFORMATION TECHNOLOGY 0.00 40.00 X 0 189013 15462 JOHN D BURNS CEO 0.00 40.00 X 0 609703 49961 STACEY W NANNERY VICE PRESIDENT SALES AND MARKETING 0.00 40.00 X 0 170485 23083 CHELSEA O NAYLOR VICE PRESIDENT WORKFORCE SERVICES 0.00 40.00 X 0 190163 24992 JASON T COLLINS VICE PRESIDENT FACILITIES MANAGEMENT 5.00 35.00 X 0 173965 17420 JOHN LOOP VP HEALTH & WELLNESS (AS OF 11/2023) 0.00 40.00 X 0 18847 0 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 MARTIN KANE DIRECTOR OF FINANCE 0.00 40.00 X 0 163105 18048 DEBRA JACOBSEN ADMINISTRATOR RESIDENTIAL LIVING 0.00 40.00 X 0 158079 32284 DEREK OLIVER DIRECTOR FACILITIES ENGINEERING 5.00 35.00 X 0 144902 20329 0 3053350 316896 0 0 1 0 0 RESIDENT SERVICES INCOME 532000 678297 678297 678297 678297 678297 0 0 129014 129014 1767 1767 65418 65418 9027 9027 MAINTENANCE & REPAIRS 3656 3656 SALES & USE TAX 7 7 208889 79875 129014 0 2677822 2429603 257245 248219 5001698 6222302 5258943 6470521 17978 18652 475232 477585 1182712 1921855 1675922 2418092 X 3583021 4052429 3583021 4052429 5258943 6470521 469408 0 X X 0 1 X 1 0 X 644812 592919 592063 600407 678297 3108498 644812 592919 592063 600407 678297 3108498 0 0 0 3108498 644812 592919 592063 600407 678297 3108498 1.00000 1.00000 0.00000 X 193000 193000 1459884 1459884 0 690026 648376 41650 58097 58097 0 276815 263246 13569 248219 DUE FROM AFFILIATES 6222302 6222302 ADVANCE FEES 1623326 DUE TO AFFILIATES 298529 1921855 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. 0 0 0 0 0 0 0 0 0 JOHN D BURNS CEO 0 397710 0 167047 0 44946 0 33364 0 16597 0 659664 0 0 W RUSSELL GARDNER TREASURER, VICE PRESIDENT & CFO 0 315038 0 121208 0 9807 0 25400 0 13359 0 484812 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 0 160062 0 30101 0 0 0 12428 0 12564 0 215155 0 0 ROBERT MANN VICE PRESIDENT INFORMATION TECHNOLOG 0 149351 0 33870 0 5792 0 12525 0 2937 0 204475 0 0 STACEY W NANNERY VICE PRESIDENT SALES AND MARKETING 0 140583 0 29902 0 0 0 12814 0 10269 0 193568 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 0 145489 0 28476 0 0 0 7051 0 10369 0 191385 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 0 144235 0 18870 0 0 0 8831 0 9217 0 181153 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 BY A RELATED ORGANIZATION EACH YEAR TO ADVISE ON ALL EMPLOYEES' COMPENSATION PACKAGES, INCLUDING THE CEO'S. THE ORGANIZATION AND COMPENSATION COMMITTEE OF A RELATED ORGANIZATION'S 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 A, LINE 6 WESTMINSTER-CANTERBURY MANAGEMENT CORPORATION, A RELATED TAX-EXEMPT ORGANIZATION, IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A WESTMINSTER-CANTERBURY MANAGEMENT CORPORATION, A RELATED TAX-EXEMPT ORGANIZATION, IS THE SOLE MEMBER OF THE ORGANIZATION. AS THE SOLE MEMBER, WCMC HAS THE POWER TO APPOINT ONE OR MORE OF THE MEMBERS OF THE BOARD OF THE GLEBE OF RICHMOND. FORM 990, PART VI, SECTION A, LINE 7B GOVERNANCE DECISIONS ARE RESERVED FOR WESTMINSTER-CANTERBURY MANAGEMENT, THE SOLE MEMBER OF THE ORGANIZATION. 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 BY A RELATED ORGANIZATION EACH YEAR TO ADVISE ON ALL EMPLOYEES' COMPENSATION PACKAGES, INCLUDING THE CEO'S. THE ORGANIZATION AND COMPENSATION COMMITTEE OF A RELATED ORGANIZATION'S 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 XII, 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 WESTMINSTER CANTERBURY MANAGEMENT CORPORATION 1600 WESTBROOK AVENUE RICHMOND VA 23227 541553651 PROVIDE MANAGEMENT SERVICES TO WC CORPORATION AND RELATED ENTITIES VA 501(C)(3) LINE 12A, I 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 CORPORATION 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