Form 990 for tax year 2023
Filed by WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY FOUNDATION.
Totals
- Total revenue
- $2,320,478
- Total expenses
- $2,747,222
- Contributions and grants received
- $1,638,459
- Grants paid
- $2,056,985
- Program service revenue
- $0
- Investment income
- $684,315
- Other revenue
- -$2,296
- Total assets, end of year
- $20,487,084
- Total liabilities, end of year
- $782,253
- Net assets or fund balances, end of year
- $19,704,831
- Program services expenses (Part IX)
- $2,341,495
- Management and general expenses
- $89,646
- Fundraising expenses
- $316,081
- Program service expenses (Part III)
- $2,341,495
Program services were 85.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DR WILLIAM C HEDRICK
TRUSTEE, CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
FORREST E WILLIAMS
TRUSTEE, VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS BARTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
HELEN BERND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CRAIG BISEK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CRAIG COPE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LESLIE DOYLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CYNTHIA EARHART
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LAURA FULTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LILLIE GILBERT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
GORDON HOLT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
REV RICHARD KEEVER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DIANE KESTERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
REV JAY MAGNESS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RICK QUIGG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
NEIL ROSE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JAMES RUSSELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOAN SPORE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOE VARNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LESLIE WATSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SHIRLEY G WHARTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
J BENJAMIN UNKLE JR
PRESIDENT/CEO
- Total calculated
- $1,162,731
- From this org
- $0
- From related orgs
- $1,128,462
- Other
- $34,269
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $424,166 related
- Bonus
- $0 + $637,210 related
- Other
- $0 + $67,086 related
- Deferred
- $0 + $11,717 related
- Nontaxable benefits
- $0 + $22,552 related
- Filer's total
- $0 + $1,162,731 related
-
DAVID B MYERS
CFO/ASSISTANT TREASURER
- Total calculated
- $283,692
- From this org
- $0
- From related orgs
- $263,350
- Other
- $20,342
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $239,460 related
- Bonus
- $0 + $23,128 related
- Other
- $0 + $762 related
- Deferred
- $0 + $9,578 related
- Nontaxable benefits
- $0 + $10,764 related
- Filer's total
- $0 + $283,692 related
-
ASHLEY ALLMAN
VP DEVELOPMENT & MARKETING
- Total calculated
- $270,820
- From this org
- $0
- From related orgs
- $237,723
- Other
- $33,097
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $226,431 related
- Bonus
- $0 + $11,292 related
- Other
- $0
- Deferred
- $0 + $8,795 related
- Nontaxable benefits
- $0 + $24,302 related
- Filer's total
- $0 + $270,820 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4b · Supplemental nonqualified retirement plan
- 5b · Pay contingent on a related organization's revenues
- 6b · Pay contingent on a related organization's net earnings
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- COMPENSATION IS PAID BY WESTMINSTER CANTERBURY ON CHESAPEAKE BAY, A RELATED ORAGNIZATION. THE POLICY OF THE ORGANIZATION IS TO SET COMPENSATION AT MARKET PAY FOR ALL EMPLOYEES WHO ARE FULLY COMPETENT IN THEIR POSITIONS. MARKET PAY IS DETERMINED BY INDEPENDENT, OUTSIDE EXPERTS. ADDITIONALLY, A SUBSTANTIAL PORTION OF THE PRESIDENT AND CEO'S COMPENSATION IS AT-RISK PAY LINKED TO SPECIFIC GOALS AND RESULTS. ADDITIONALLY, THE BOARD PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) FOR THE CEO CONTINGENT IN PART UPON LONGEVITY OF EMPLOYMENT TO ENCOURAGE RETENTION. TO DETERMINE COMPENSATION FOR THE PRESIDENT AND CEO, THE BOARD'S EXECUTIVE COMMITTEE, ACTING AS A PERSONNEL COMMITTEE, ENGAGES AN INDEPENDENT CONSULTANT WHO SPECIALIZES IN EXECUTIVE COMPENSATION. THE INDEPENDENT CONSULTANT PROVIDES THE EXECUTIVE COMMITTEE COMPENSATION DATA REPRESENTING COMPARABLE POSITIONS IN ORGANIZATIONS OF SIMILAR INDUSTRIES WITH SIMILAR REVENUE AND BUDGET SIZE. THE EXECUTIVE COMMITTEE USES THIS INFORMATION AND THE RECOMMENDATIONS OF THE INDEPENDENT CONSULTANT AS THE BASIS FOR SETTING COMPENSATION.
- PART I, LINE 4B
- INCLUDED IN THE COMPENSATION OF J. BENJAMIN UNKLE, JR. IS $68,170 FROM A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). FOR DETAILS OF HOW THE ORGANIZATION SETS COMPENSATION, PLEASE SEE THE DESCRIPTION IN THE NOTE FOR PART I, LINE 3.
- PART I, LINE 5
- SOME OF THE MANAGEMENT STAFF'S BONUSES ARE CONTINGENT ON HITTING CERTAIN TARGETED REVENUE AMOUNTS.
- PART I, LINE 6
- SOME OF THE MANAGEMENT STAFF'S COMPENSATION IS AT-RISK PAY DRIVEN BY A BALANCED SCORECARD TO INCLUDE FINANCIAL PERFORMANCE, QUALITY METRICS, AND SATISFACTION OF CONSTITUENTS SERVED IN ACHIEVING OUR MISSION.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$138,707
PROVIDE START-UP CAPITAL
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
THE BALLENTINE HOME CORPORATION
501(C)(3) · SUPPORT THE MISSION OF WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY · VA
Directly controlled by WCCB
-
WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY
501(C)(3) · SERVICES TO OLDER ADULTS · VA
-
501(C)(3) · SUPPORT THE MISSION OF WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY · VA
Directly controlled by WCCB
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202512279349302341
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