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Nonprofiteer
← WESTMINSTER CANTERBURY OF THE BLUE RIDGE

Form 990 for tax year 2022

Filed by WESTMINSTER CANTERBURY OF THE BLUE RIDGE.

Totals

Total revenue
$44,056,365
Total expenses
$40,808,670
Contributions and grants received
$76,027
Grants paid
$0
Program service revenue
$42,036,334
Investment income
$1,110,030
Other revenue
$833,974
Total assets, end of year
$211,020,907
Total liabilities, end of year
$175,025,870
Net assets or fund balances, end of year
$35,995,037
Program services expenses (Part IX)
$32,466,337
Management and general expenses
$7,775,285
Fundraising expenses
$567,048
Program service expenses (Part III)
$32,466,337

Program services were 79.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $76,027

  • 2a · Program service revenue: PROGRAM REVENUE

    total $34,675,616 · related or exempt $34,675,616

  • 2b · Program service revenue: OTHER RESIDENTIAL SERVICES

    total $7,360,718 · related or exempt $7,360,718

  • 3 · Investment income

    total $726,270 · excluded $726,270

  • 7a · Gross sales of assets other than inventory

    securities $383,760

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $383,760

  • 7d · Net gain or loss

    total $383,760 · excluded $383,760

  • 11a · Other revenue: MISCELLANEOUS

    total $924,366 · related or exempt $924,366

  • 11b · Other revenue: LOSS ON DISPOSAL OF ASSETS

    total -$90,392 · excluded -$90,392

  • 11e · Other revenue, total

    $833,974

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $955,190 · management and general $955,190

  • 7 · Other salaries and wages

    total $14,761,422 · program services $13,092,334 · management and general $1,187,394 · fundraising $481,694

  • 8 · Pension plan contributions

    total $846,193 · management and general $846,193

  • 9 · Other employee benefits

    total $1,650,563 · program services $1,395,907 · management and general $238,024 · fundraising $16,632

  • 10 · Payroll taxes

    total $1,039,626 · program services $897,607 · management and general $127,609 · fundraising $14,410

  • 11g · Fees: other

    total $2,793,371 · program services $1,570,356 · management and general $1,199,419 · fundraising $23,596

  • 12 · Advertising and promotion

    total $109,357 · program services $96,027 · management and general $13,330

  • 16 · Occupancy

    total $2,407,338 · program services $861,736 · management and general $1,545,602

  • 17 · Travel

    total $60,179 · program services $49,481 · management and general $8,047 · fundraising $2,651

  • 20 · Interest

    total $2,025,881 · program services $2,025,881

  • 22 · Depreciation, depletion and amortization

    total $9,339,683 · program services $9,230,884 · management and general $105,136 · fundraising $3,663

  • 23 · Insurance

    total $448,371 · program services $258,021 · management and general $190,257 · fundraising $93

  • 24a · Other expenses: SUPPLIES

    total $2,602,606 · program services $2,573,294 · management and general $23,424 · fundraising $5,888

  • 24b · Other expenses: REAL ESTATE TAXES

    total $1,296,652 · management and general $1,296,652

  • 24c · Other expenses: COVID-19 EXPENSES

    total $174,947 · program services $174,947

  • 24d · Other expenses: SMALL TOOLS & EXPENSES

    total $86,732 · program services $80,138 · management and general $6,594

  • 24e · All other expenses

    total $210,559 · program services $159,724 · management and general $32,414 · fundraising $18,421

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,232,163 · end of year $8,563,731

  • 4 · Accounts receivable

    beginning of year $516,763 · end of year $448,165

  • 7 · Other notes and loans receivable

    beginning of year $55,403 · end of year $28,765

  • 9 · Prepaid expenses and deferred charges

    beginning of year $292,361 · end of year $453,536

  • 10a · Land, buildings and equipment: cost or other basis

    $238,414,790

  • 10b · Land, buildings and equipment: accumulated depreciation

    $116,372,924

  • 10c · Land, buildings and equipment, net

    beginning of year $116,308,505 · end of year $122,041,866

  • 12 · Investments: other securities

    beginning of year $52,131,537 · end of year $56,095,087

  • 15 · Other assets

    beginning of year $20,828,214 · end of year $23,389,757

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,998,190 · end of year $4,283,684

  • 19 · Deferred revenue

    beginning of year $74,053,934 · end of year $82,787,438

  • 20 · Tax-exempt bond liabilities

    beginning of year $59,023,680 · end of year $57,526,972

  • 25 · Other liabilities

    beginning of year $33,126,628 · end of year $30,427,776

  • 27 · Net assets without donor restrictions

    beginning of year $14,479,842 · end of year $22,254,305

  • 28 · Net assets with donor restrictions

    beginning of year $11,682,672 · end of year $13,740,732

Mission and programs · 2022

Mission

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.

Activities or mission (Part I)

PROVIDE HEALTH CARE, HOUSING AND RELATED SERVICES TO SENIORS THROUGH THE OPERATION OF A CCRC.

  • DURING FY23, WCBR PROVIDED HOUSING, HEALTH CARE, ACTIVITIES, MEALS AND OTHER SERVICES FOR AN AVERAGE OF 441 INDIVIDUALS WHO ARE TYPICALLY AGE 62 OR OLDER. WCBR HAD A TOTAL AT THE END OF THE FY OF 279 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 FY23 WAS 258 (92%) WITH AN ADDITIONAL 98 SPOUSES OR SECOND PERSONS OCCUPYING THE SAME RESIDENCE. AVERAGE OCCUPANCY FOR THE 109 CARE ARE RESIDENCES WAS 81%. ACTIVITIES ARE PLENTIFUL, INCLUDING NUMEROUS CLUBS, COMMITTEES, LECTURES, LIFE LONG LEARNING OPPORTUNITIES, ART CLASSES, GARDENING, EXERCISE PROGRAMS, SPIRITUAL SERVICES, SPECIAL EVENTS AND TRIPS THAT STIMULATE THE INTELLECT, PASSION AND INTEREST OF OUR RESIDENTS.

    Expenses $32,466,337 · Revenue $42,960,700

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dennis S Rooker

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Allison M Agarwal

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Ross T Thomas

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Leone Ciporin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Alan N Culbertson

    TRUSTEE, EX OFICIO

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Carol F Ham

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Hill

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • J Brian Jackson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Lawrence J Martin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David M Oakland

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David Trautman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David H Whitcomb

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • G Kelly Eplee

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Glenn W Rust

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Gary B Selmeczi

    CEO/PRESIDENT

    Total calculated
    $580,764
    From this org
    $533,972
    From related orgs
    $0
    Other
    $46,792
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $345,302
    Bonus
    $85,050
    Other
    $103,620
    Deferred
    $24,116
    Nontaxable benefits
    $22,676
    Filer's total
    $580,764

  • Anna D Buchanan

    CFO/TREASURER

    Total calculated
    $251,969
    From this org
    $226,118
    From related orgs
    $0
    Other
    $25,851
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $224,019
    Bonus
    $0
    Other
    $2,099
    Deferred
    $15,557
    Nontaxable benefits
    $10,294
    Filer's total
    $251,969

  • John Kovaleski

    VP- OPERATIONS

    Total calculated
    $233,009
    From this org
    $195,100
    From related orgs
    $0
    Other
    $37,909
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,711
    Bonus
    $0
    Other
    $1,389
    Deferred
    $13,366
    Nontaxable benefits
    $24,543
    Filer's total
    $233,009

  • Bethanie Constant

    VP OF MISSION ADVANCEMENT

    Total calculated
    $177,775
    From this org
    $144,399
    From related orgs
    $0
    Other
    $33,376
    Hours/week
    4 + 40 related

    Schedule J breakdown matched by us

    Base
    $143,592
    Bonus
    $0
    Other
    $807
    Deferred
    $9,768
    Nontaxable benefits
    $23,608
    Filer's total
    $177,775

  • Debbie Desmond

    VP-HR & OD

    Total calculated
    $190,773
    From this org
    $170,059
    From related orgs
    $0
    Other
    $20,714
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,477
    Bonus
    $0
    Other
    $2,582
    Deferred
    $11,659
    Nontaxable benefits
    $9,055
    Filer's total
    $190,773

  • Deidra Massie

    VP OF MARKETING

    Total calculated
    $174,677
    From this org
    $151,042
    From related orgs
    $0
    Other
    $23,635
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,000
    Bonus
    $0
    Other
    $1,042
    Deferred
    $5,284
    Nontaxable benefits
    $18,351
    Filer's total
    $174,677

  • William Bryant

    DIRECTOR OF FACILITIES

    Total calculated
    $149,886
    From this org
    $127,545
    From related orgs
    $0
    Other
    $22,341
    Hours/week
    40

  • Frances Brown

    CLINICAL NURSE COORDINATOR

    Total calculated
    $151,776
    From this org
    $131,863
    From related orgs
    $0
    Other
    $19,913
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,060
    Bonus
    $1,248
    Other
    $1,555
    Deferred
    $9,280
    Nontaxable benefits
    $10,633
    Filer's total
    $151,776

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

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related 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 4B
NAME: GARY SELMECZI, DESCRIPTION: 457(F), CURRENT YEAR AMOUNT: $98,828. PLAN DESCRIPTION: 457(F)

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

No itemized grants to organizations on this return.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • WCBR LAND HOLDINGS LLC

    HOLDS LAND · VA · income -$6,017 · assets $6,340,614

Provenance

Return type
form_990
Tax year
2022
Filed
23 April 2024
IRS schema version
2022v5.0
Source object
202431219349302203

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