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Nonprofiteer
← WESTMINSTER CANTERBURY OF THE BLUE RIDGE

Form 990 for tax year 2024

Filed by WESTMINSTER CANTERBURY OF THE BLUE RIDGE.

Totals

Total revenue
$50,103,594
Total expenses
$44,243,329
Contributions and grants received
$75,887
Grants paid
$0
Program service revenue
$47,462,702
Investment income
$1,796,480
Other revenue
$768,525
Total assets, end of year
$244,567,771
Total liabilities, end of year
$175,981,100
Net assets or fund balances, end of year
$68,586,671
Program services expenses (Part IX)
$35,820,695
Management and general expenses
$8,089,460
Fundraising expenses
$333,174
Program service expenses (Part III)
$35,820,695

Program services were 81.0% 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.

  • 1f · All other contributions, gifts and grants

    $75,887

  • 2a · Program service revenue: PROGRAM REVENUE

    total $38,655,032 · related or exempt $38,655,032

  • 2b · Program service revenue: OTHER RESIDENTIAL SERV

    total $8,807,670 · related or exempt $8,807,670

  • 3 · Investment income

    total $2,125,427 · excluded $2,125,427

  • 7a · Gross sales of assets other than inventory

    securities $1,101,095

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

    securities $0 · other assets $1,430,042

  • 7c · Gain or loss

    securities $1,101,095 · other assets -$1,430,042

  • 7d · Net gain or loss

    total -$328,947 · excluded -$328,947

  • 11a · Other revenue: MISCELLANEOUS

    total $768,525 · related or exempt $768,525

  • 11e · Other revenue, total

    $768,525

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,284,500 · management and general $1,284,500

  • 7 · Other salaries and wages

    total $15,857,668 · program services $14,244,668 · management and general $1,426,162 · fundraising $186,838

  • 8 · Pension plan contributions

    total $545,674 · program services $500,636 · management and general $45,038

  • 9 · Other employee benefits

    total $2,013,660 · program services $1,762,604 · management and general $241,255 · fundraising $9,801

  • 10 · Payroll taxes

    total $1,201,621 · program services $1,011,471 · management and general $176,314 · fundraising $13,836

  • 11a · Fees: management

    total $262,357 · management and general $262,357

  • 11b · Fees: legal

    total $126,745 · management and general $126,745

  • 11c · Fees: accounting

    total $107,307 · management and general $107,307

  • 11g · Fees: other

    total $2,922,401 · program services $2,011,184 · management and general $843,565 · fundraising $67,652

  • 12 · Advertising and promotion

    total $113,957 · program services $51,007 · management and general $62,950

  • 13 · Office expenses

    total $124,703 · program services $32,710 · management and general $73,476 · fundraising $18,517

  • 16 · Occupancy

    total $1,559,786 · program services $35,446 · management and general $1,524,340

  • 17 · Travel

    total $212,652 · program services $170,610 · management and general $40,993 · fundraising $1,049

  • 20 · Interest

    total $1,882,149 · program services $1,882,149

  • 22 · Depreciation, depletion and amortization

    total $9,901,033 · program services $9,785,695 · management and general $111,455 · fundraising $3,883

  • 23 · Insurance

    total $460,218 · program services $238,541 · management and general $221,677

  • 24a · Other expenses: SUPPLIES

    total $2,823,093 · program services $2,758,327 · management and general $41,705 · fundraising $23,061

  • 24b · Other expenses: REAL ESTATE TAXES

    total $1,480,411 · management and general $1,480,411

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $1,037,391 · program services $1,028,254 · management and general $9,137

  • 24d · Other expenses: SMALL TOOLS & EXPENSES

    total $114,118 · program services $112,816 · management and general $1,302

  • 24e · All other expenses

    total $211,885 · program services $194,577 · management and general $8,771 · fundraising $8,537

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,030,725 · end of year $3,092,548

  • 2 · Savings and temporary cash investments

    beginning of year $6,229,385 · end of year $8,015,860

  • 4 · Accounts receivable

    beginning of year $523,089 · end of year $785,436

  • 8 · Inventories for sale or use

    beginning of year $50,203 · end of year $41,109

  • 9 · Prepaid expenses and deferred charges

    beginning of year $372,566 · end of year $424,782

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

    $241,738,486

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

    $131,319,268

  • 10c · Land, buildings and equipment, net

    beginning of year $116,084,290 · end of year $110,419,218

  • 12 · Investments: other securities

    beginning of year $73,465,552 · end of year $92,535,580

  • 15 · Other assets

    beginning of year $26,460,832 · end of year $29,253,238

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,859,326 · end of year $4,539,586

  • 19 · Deferred revenue

    beginning of year $84,580,040 · end of year $87,173,970

  • 20 · Tax-exempt bond liabilities

    beginning of year $56,502,656 · end of year $55,428,340

  • 25 · Other liabilities

    beginning of year $30,343,850 · end of year $28,839,204

  • 27 · Net assets without donor restrictions

    beginning of year $35,932,056 · end of year $50,800,554

  • 28 · Net assets with donor restrictions

    beginning of year $15,998,714 · end of year $17,786,117

Mission and programs · 2024

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.CONTINUED ON SCHEDULE OIN 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 FY25, WCBR PROVIDED HOUSING, HEALTH CARE, ACTIVITIES, MEALS AND OTHER SERVICES FOR AN AVERAGE OF 466 INDIVIDUALS WHO ARE TYPICALLY AGE 62 OR OLDER. WCBR HAD A TOTAL AT THE END OF THE FISCAL YEAR OF 281 INDEPENDENT LIVING ACCOMMODATIONS. RESIDENCES RANGE FROM 640-SQUARE FOOT APARTMENTS TO OVER 2,150-SQUARE FOOT COTTAGES WITH TWO-CAR GARAGES. THE AVERAGE NUMBER OF OCCUPIED INDEPENDENT LIVING UNITS IN FY25 WAS 271 (96%) WITH AN ADDITIONAL 100 SPOUSES OR SECOND PERSONS OCCUPYING THE SAME RESIDENCE. AVERAGE OCCUPANCY FOR THE 109 CARE AREA 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.

    Expenses $35,820,695 · Revenue $48,231,227

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Carol F Ham

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Daniel L Oakey

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Glenn W Rust

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Leone Ciporin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • G Kelly Eplee

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Terry S Forbes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John Franklin

    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

  • David M Maloney

    TRUSTEE, EX OFFICIO

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Lawrence J Martin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Justin Mutter MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ross T Thomas

    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

  • Gary B Selmeczi

    CEO/PRESIDENT(THRU 9/2024)

    Total calculated
    $519,271
    From this org
    $473,532
    From related orgs
    $0
    Other
    $45,739
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $237,460
    Bonus
    $105,121
    Other
    $130,951
    Deferred
    $24,864
    Nontaxable benefits
    $20,875
    Filer's total
    $519,271

  • Tyler Kendall

    CEO/PRESIDENT(AS OF 7/2024)

    Total calculated
    $266,251
    From this org
    $245,751
    From related orgs
    $0
    Other
    $20,500
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $220,520
    Bonus
    $25,000
    Other
    $231
    Deferred
    $0
    Nontaxable benefits
    $20,500
    Filer's total
    $266,251

  • Anna D Buchanan

    CFO/TREASURER

    Total calculated
    $341,513
    From this org
    $295,816
    From related orgs
    $0
    Other
    $45,697
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $293,457
    Bonus
    $0
    Other
    $2,359
    Deferred
    $17,790
    Nontaxable benefits
    $27,907
    Filer's total
    $341,513

  • John Kovaleski

    VP- OPERATIONS

    Total calculated
    $257,323
    From this org
    $201,803
    From related orgs
    $0
    Other
    $55,520
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,740
    Bonus
    $6,050
    Other
    $2,013
    Deferred
    $14,284
    Nontaxable benefits
    $41,236
    Filer's total
    $257,323

  • Debbie Desmond

    VP-HR & OD

    Total calculated
    $192,120
    From this org
    $192,120
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,479
    Bonus
    $0
    Other
    $2,641
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $192,120

  • Deidra Massie

    VP OF MARKETING

    Total calculated
    $207,669
    From this org
    $165,883
    From related orgs
    $0
    Other
    $41,786
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,642
    Bonus
    $10,000
    Other
    $1,241
    Deferred
    $9,702
    Nontaxable benefits
    $32,084
    Filer's total
    $207,669

  • Bethanie Constant

    VP MISSION ADVANCEMENT(THRU 2/2025)

    Total calculated
    $200,301
    From this org
    $166,873
    From related orgs
    $0
    Other
    $33,428
    Hours/week
    4 + 40 related

    Schedule J breakdown matched by us

    Base
    $165,842
    Bonus
    $0
    Other
    $1,031
    Deferred
    $11,347
    Nontaxable benefits
    $22,081
    Filer's total
    $200,301

  • Leah Queen

    HEALTH SERVICES ADMIN.(THRU 4/2025)

    Total calculated
    $178,828
    From this org
    $148,086
    From related orgs
    $0
    Other
    $30,742
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,302
    Bonus
    $0
    Other
    $784
    Deferred
    $10,431
    Nontaxable benefits
    $20,311
    Filer's total
    $178,828

  • Anthony Marbury

    DIRECTOR OF INFORMATION TECHNOLOGY

    Total calculated
    $137,672
    From this org
    $137,672
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 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 1A
THE ENROLLMENT FEE AND MEMBERSHIP DUES FOR THE CEO/PRESIDENT TO ACCESS THE KESWICK CLUB. THIS MEMBERSHIP IS ALSO USED TO HOST SOME BOARD EVENTS.
PART I, LINE 4B
GARY SELMECZI'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $125,601 FOR SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN; TERMS AND CONDITIONS WERE AS FOLLOWS: 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 $0 · assets $6,340,614

Provenance

Return type
form_990
Tax year
2024
Filed
8 May 2026
IRS schema version
2024v5.5
Source object
202601329349302240

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