2025-05-02T13:26:11-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2023-07-01 521447069 WESTMINSTER-CANTERBURY OF THE BLUE RIDGE WEST 4349723170 250 PANTOPS MOUNTAIN RD CHARLOTTESVILLE VA 22911 ANNA D BUCHANAN CFO AND TREASURER 4349723170 2025-04-30 1 0 KATHERINE A WARLICK P02065266 7049985200 2025-04-30 2023 2025-03-06 01:10:19Z ANNA D BUCHANAN 250 PANTOPS MOUNTAIN RD CHARLOTTESVILLE VA 22911 49594550 0 X WWW.WESTMINSTERCANTERBURY.ORG X 1985 VA PROVIDE HEALTH CARE, HOUSING AND RELATED SERVICES TO SENIORS THROUGH THE OPERATION OF A CCRC. 15 12 419 15 0 0 76027 68729 42036334 45805186 1110030 1539274 833974 855222 44056365 48268411 0 0 0 0 19252994 19712422 0 0 613519 21555676 22120244 40808670 41832666 3247695 6435745 211020907 227216642 175025870 175285872 35995037 51930770 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. IN 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 33012151 46660408 DURING FY24, WCBR PROVIDED HOUSING, HEALTH CARE, ACTIVITIES, MEALS AND OTHER SERVICES FOR AN AVERAGE OF 457 INDIVIDUALS WHO ARE TYPICALLY AGE 62 OR OLDER. WCBR HAD A TOTAL AT THE END OF THE FY OF 281 INDEPENDENT LIVING ACCOMMODATIONS. RESIDENCES RANGE FROM 640 SQUARE FEET APARTMENTS TO OVER 2,150 SQUARE FEET COTTAGES WITH TWO CAR GARAGES. THE AVERAGE NUMBER OF OCCUPIED INDEPENDENT LIVING UNITS IN FY24 WAS 272 (97%) WITH AN ADDITIONAL 98 SPOUSES OR SECOND PERSONS OCCUPYING THE SAME RESIDENCE. AVERAGE OCCUPANCY FOR THE 109 CARE ARE 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. 33012151 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 53 0 419 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 ANNA BUCHANAN 4349723170 250 PANTOPS MOUNTAIN ROAD CHARLOTTESVILLE VA 22911 ALLISON M AGARWAL CHAIR 1.00 1.00 X X 0 0 0 CAROL F HAM VICE CHAIR 1.00 X X 0 0 0 ROSS T THOMAS SECRETARY 1.00 X X 0 0 0 LEONE CIPORIN TRUSTEE 1.00 X 0 0 0 G KELLY EPLEE TRUSTEE 1.00 X 0 0 0 TERRY S FORBES TRUSTEE 1.00 X 0 0 0 REBECCA HILL TRUSTEE 1.00 X 0 0 0 J BRIAN JACKSON TRUSTEE 1.00 X 0 0 0 DAVID M MALONEY TRUSTEE, EX OFFICIO 1.00 X 0 0 0 LAWRENCE J MARTIN TRUSTEE 1.00 X 0 0 0 DANIEL L OAKEY TRUSTEE 1.00 X 0 0 0 DAVID M OAKLAND TRUSTEE 1.00 X 0 0 0 GLENN W RUST TRUSTEE 1.00 X 0 0 0 DAVID TRAUTMAN TRUSTEE 1.00 X 0 0 0 DAVID H WHITCOMB TRUSTEE 1.00 X 0 0 0 GARY B SELMECZI CEO/PRESIDENT 40.00 4.00 X 584756 0 49843 ANNA D BUCHANAN CFO/TREASURER 40.00 4.00 X 232140 0 27974 JOHN KOVALESKI VP- OPERATIONS 40.00 X 191574 0 40817 BETHANIE CONSTANT VP OF MISSION ADVANCEMENT 4.00 40.00 X 149718 0 29893 DEBBIE DESMOND VP-HR & OD 40.00 X 173427 0 24682 DEIDRA MASSIE VP OF MARKETING 40.00 X 161196 0 30473 LEAH QUEEN HEALTH SERVICES ADMINISTRATOR 40.00 X 146061 0 22830 ANTHONY MARBURY DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 132064 0 20851 1770936 0 247363 10 0 1 0 FLIK INTERNATIONAL PO BOX 102289 ATLANTA GA 30368 FOOD SERVICES 2610586 ABRAHAMSE & COMPANY INC 325 WINDING RIVER LANE CHARLOTTESVILLE VA 22911 CONSTRUCTION SERVICES 1551826 SOUTHERN AIR INC 2655 LAKESIDE DRIVE LYNCHBURG VA 24501 CONSTRUCTION SERVICES 1131566 KAHLER SLATER INC 790 N WATER ST SUITE 1700 MILWAUKEE WI 53202 CONSULTING SERVICE 707548 ADVANCED CUSTOM CONTRACTORS INC PO BOX 392 STANARDSVILLE VA 22973 CONSTRUCTION SERVICES 536214 27 68729 68729 PROGRAM REVENUE 623000 37661070 37661070 OTHER RESIDENTIAL SERV 623000 8144116 8144116 45805186 1541283 1541283 1324130 0 1326139 1324130 -1326139 -2009 -2009 MISCELLANEOUS 900099 855222 855222 855222 48268411 46660408 0 1539274 1117004 1117004 15331260 12752453 2064579 514228 511075 511075 1672137 1448854 205518 17765 1080946 913028 151802 16116 2937492 2071513 846926 19053 71391 46634 24757 26562 26562 2312185 796887 1515298 99460 78181 18031 3248 1730063 1730063 9971677 9855516 112250 3911 519187 310656 208428 103 SUPPLIES 2771205 2732131 21868 17206 REAL ESTATE TAXES 1408698 1408698 SMALL TOOLS & EXPENSES 88844 88459 385 183480 161214 762 21504 41832666 33012151 8206996 613519 8563731 4030725 6229385 448165 523089 28765 0 0 50203 453536 372566 238261550 122177260 122041866 116084290 56095087 73465552 23389757 26460832 211020907 227216642 4283684 3859326 82787438 84580040 57526972 56502656 30427776 30343850 175025870 175285872 X 22254305 35932056 13740732 15998714 35995037 51930770 211020907 227216642 X 6435745 6001578 3498410 X X 0 1 X 1 0 X 274367 209775 149929 76027 68729 778827 37802020 37860026 39871985 42036334 45805186 203375551 38076387 38069801 40021914 42112361 45873915 204154378 0 0 0 204154378 691683 489636 506802 726270 1541283 3955674 691683 489636 506802 726270 1541283 3955674 1112620 1391236 829416 924366 855222 5112860 39880690 39950673 41358132 43762997 48270420 213222912 0.95750 0.96200 0.01860 0.01490 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 1,112,620. 2020 AMOUNT: $ 515,032. 2021 AMOUNT: $ 696,531. 2022 AMOUNT: $ 924,366. 2023 AMOUNT: $ 855,222. 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 2093563 3000 2096563 1486968 606595 2093563 1464868 22100 1486968 1462368 2500 1464868 961368 501000 1462368 1.00000 0 1 1 10050988 10050988 208042571 110881125 97161446 16951574 10711636 6239938 3216417 584499 2631918 116084290 INVESTMENTS 72775841 F ASSETS LIMITED AS TO USE 689711 F 73465552 DEPOSITS 532400 MEDICARE BED LICENSE 441251 INTEREST IN FOUNDATION 25283173 DUE FROM FOUNDATION 204008 26460832 DEPOSITS 729295 INTEREST PAYABLE 144681 ENTRY FEE REFUNDABLE 29409402 CAPITAL LEASE PAYABLE 60472 30343850 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. 1 X X X X 0 1 0 0 0 0 0 0 0 GARY B SELMECZI CEO/PRESIDENT 337993 0 105121 0 141642 0 25794 0 24049 0 634599 0 0 0 ANNA D BUCHANAN CFO/TREASURER 230016 0 0 0 2124 0 16748 0 11226 0 260114 0 0 0 JOHN KOVALESKI VP- OPERATIONS 189563 0 0 0 2011 0 14470 0 26347 0 232391 0 0 0 DEBBIE DESMOND VP-HR & OD 170824 0 0 0 2603 0 12595 0 12087 0 198109 0 0 0 DEIDRA MASSIE VP OF MARKETING 146951 0 13000 0 1245 0 9466 0 21007 0 191669 0 0 0 BETHANIE CONSTANT VP OF MISSION ADVANCEMENT 148857 0 0 0 861 0 11164 0 18729 0 179611 0 0 0 LEAH QUEEN HEALTH SERVICES ADMINISTRATOR 140188 0 5100 0 773 0 9992 0 12838 0 168891 0 0 0 ANTHONY MARBURY DIRECTOR OF INFORMATION TECHNOLOGY 130367 0 100 0 1597 0 9611 0 11240 0 152915 0 0 0 PART I, LINE 4B NAME: GARY SELMECZI, DESCRIPTION: 457(F), CURRENT YEAR AMOUNT: $130,766. PLAN DESCRIPTION: 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 1420000 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 A 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 2023. 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 1,240,428. DECREASE IN BENEFICIAL INTEREST IN TEMPORARILY RESTRICTED NET ASSETS 2,254,982. INCREASE IN BENEFICIAL INTEREST IN PERMANENTLY RESTRICTED NET ASSETS 3,000. 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) N/A 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 68729 ACTUAL PAYMENT - FELLOWSHIP