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Nonprofiteer
← WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY

Form 990 for tax year 2022

Filed by WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY.

Totals

Total revenue
$76,280,468
Total expenses
$70,210,078
Contributions and grants received
$3,337,910
Grants paid
$2,500
Program service revenue
$71,204,842
Investment income
$1,737,716
Other revenue
$0
Total assets, end of year
$267,400,230
Total liabilities, end of year
$264,814,406
Net assets or fund balances, end of year
$2,585,824
Program services expenses (Part IX)
$53,988,948
Management and general expenses
$16,221,130
Fundraising expenses
$0
Program service expenses (Part III)
$53,988,948

Program services were 76.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LISA B SMITH

    TRUSTEE, CHAIRWOMAN

    Total calculated
    $0
    Hours/week
    1

  • JOHN D CAVANAUGH

    TRUSTEE, VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • RICHARD C BURROUGHS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BERNIE BOONE

    TRUSTEE,SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • RONALD C RIPLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHARLES D ROBISON III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GEORGE L COMPO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • THE REV ALBERT G BUTZER III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR GEORGE WONG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KATHERINE C WILLIS

    TRUSTEE, TREASURER

    Total calculated
    $0
    Hours/week
    1

  • THE REV LIZA HENDRICKS

    TRUSTEE, EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • THE RT REV SUSAN HAYNES

    TRUSTEE, EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • THOMAS C CLINT DAMUTH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBERT TAYLOR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • J BENJAMIN UNKLE JR

    PRESIDENT/CEO

    Total calculated
    $675,350
    From this org
    $642,844
    From related orgs
    $0
    Other
    $32,506
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $407,914
    Bonus
    $169,250
    Other
    $65,680
    Deferred
    $11,267
    Nontaxable benefits
    $21,239
    Filer's total
    $675,350

  • DAVID MYERS

    CFO/ASSISTANT TREASURER

    Total calculated
    $284,835
    From this org
    $268,580
    From related orgs
    $0
    Other
    $16,255
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $229,367
    Bonus
    $36,071
    Other
    $3,142
    Deferred
    $10,618
    Nontaxable benefits
    $5,637
    Filer's total
    $284,835

  • VICTORIA CRENSHAW

    VP OF HEALTH AND RESIDENT SVCS/ASSISTANT SECRETARY

    Total calculated
    $290,872
    From this org
    $266,832
    From related orgs
    $0
    Other
    $24,040
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,835
    Bonus
    $42,616
    Other
    $5,381
    Deferred
    $10,458
    Nontaxable benefits
    $13,582
    Filer's total
    $290,872

  • ASHLEY ALLMAN

    VP OF DEVELOPMENT AND MARKETING

    Total calculated
    $243,976
    From this org
    $212,264
    From related orgs
    $0
    Other
    $31,712
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $177,580
    Bonus
    $34,684
    Other
    $0
    Deferred
    $8,893
    Nontaxable benefits
    $22,819
    Filer's total
    $243,976

  • MARK BORST

    VP OF DEVELOPMENT AND GENERAL SERVICES

    Total calculated
    $206,564
    From this org
    $187,781
    From related orgs
    $0
    Other
    $18,783
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,198
    Bonus
    $25,583
    Other
    $0
    Deferred
    $3,801
    Nontaxable benefits
    $14,982
    Filer's total
    $206,564

  • JOAN PUNCH

    PRESIDENT SENIOR OPTIONS AND WC AT HOME

    Total calculated
    $194,326
    From this org
    $176,806
    From related orgs
    $0
    Other
    $17,520
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,769
    Bonus
    $0
    Other
    $1,037
    Deferred
    $7,031
    Nontaxable benefits
    $10,489
    Filer's total
    $194,326

  • TIMOTHY TIVVIS

    EXECUTIVE DIRECTOR/VP OPERATIONS

    Total calculated
    $175,128
    From this org
    $172,603
    From related orgs
    $0
    Other
    $2,525
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,000
    Bonus
    $22,500
    Other
    $103
    Deferred
    $462
    Nontaxable benefits
    $2,063
    Filer's total
    $175,128

  • MELINDA COLEY

    SR. DIRECTOR OF FINANCE - SENIOR OPTIONS

    Total calculated
    $177,995
    From this org
    $165,601
    From related orgs
    $0
    Other
    $12,394
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,971
    Bonus
    $9,630
    Other
    $0
    Deferred
    $4,093
    Nontaxable benefits
    $8,301
    Filer's total
    $177,995

  • TRACY AMET

    SALES COUNSELOR

    Total calculated
    $249,596
    From this org
    $239,244
    From related orgs
    $0
    Other
    $10,352
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $65,360
    Bonus
    $0
    Other
    $173,884
    Deferred
    $9,564
    Nontaxable benefits
    $788
    Filer's total
    $249,596

  • MICHELLE BRIDGES

    SR. DIR. BUS. DEV. - SENIOR OPTIONS

    Total calculated
    $166,968
    From this org
    $156,767
    From related orgs
    $0
    Other
    $10,201
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,825
    Bonus
    $11,396
    Other
    $3,546
    Deferred
    $6,129
    Nontaxable benefits
    $4,072
    Filer's total
    $166,968

  • ELLEN DUCKWORTH

    SALES DIRECTOR

    Total calculated
    $175,546
    From this org
    $159,972
    From related orgs
    $0
    Other
    $15,574
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $83,322
    Bonus
    $0
    Other
    $76,650
    Deferred
    $6,411
    Nontaxable benefits
    $9,163
    Filer's total
    $175,546

  • BRENDA ROSECRANS

    SR DIRECTOR OF HUMAN RESOURCES

    Total calculated
    $177,586
    From this org
    $152,004
    From related orgs
    $0
    Other
    $25,582
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,225
    Bonus
    $23,779
    Other
    $0
    Deferred
    $6,378
    Nontaxable benefits
    $19,204
    Filer's total
    $177,586

  • NANCY KING LEFT 872022

    PRESIDENT SENIOR OPTIONS AND WC AT HOME

    Total calculated
    $280,618
    From this org
    $258,149
    From related orgs
    $0
    Other
    $22,469
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,134
    Bonus
    $105,015
    Other
    $0
    Deferred
    $10,112
    Nontaxable benefits
    $12,357
    Filer's total
    $280,618

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 5a · Pay contingent on this organization's revenues
  • 6a · Pay contingent on this organization's net earnings

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5b · Pay contingent on a related organization's revenues
  • 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 1B
APPROVED EXPENSE REPORT ALONG WITH SUPPORTING RECEIPTS MUST BE SUBMITTED PRIOR TO REIMBURSEMENT.
PART I, LINE 3
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 $68,169 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 ARE HITTING CERTAIN TARGETED REVENUE AMOUNTS
PART I, LINE 6
SOME OF THE MANAGEMENT STAFF'S BONUSES ARE CONTINGENT ARE HITTING CERTAIN TARGETED NET EARNINGS AMOUNTS

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.

  • WESTMINSTER-CANTERBURY AT HOME LLC

    HOME HEALTH, HOSPICE AND RELATED COMMUNITY SERVICES · VA · income $9,962,311 · assets $22,345,677

    Directly controlled by WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY

  • SENIOR OPTIONS LLC

    HOME HEALTH, HOSPICE AND RELATED COMMUNITY SERVICES · VA · income $3,059,196 · assets $7,645,158

    Directly controlled by WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY

  • SO REALTY LLC

    PROPERTY MANAGEMENT · VA · income $215,984 · assets $2,267,623

    Directly controlled by WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • LYNNHAVEN FISHING PIER CORPORATION

    S · REAL ESTATE HELD FOR WESTMINSTER CANTERBURY · VA · 100% owned · share of assets $39,161 · controlled entity

    Directly controlled by WESTMINSTER CANTERBURY ON CHESAPEAKE BAY

Provenance

Return type
form_990
Tax year
2022
Filed
13 August 2024
IRS schema version
2022v5.0
Source object
202402279349302210

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