Form 990 for tax year 2023
Filed by WESTMINSTER-CANTERBURY OF THE BLUE.
Totals
- Total revenue
- $1,217,078
- Total expenses
- $645,718
- Contributions and grants received
- $1,060,929
- Grants paid
- $242,483
- Program service revenue
- $0
- Investment income
- $156,149
- Other revenue
- $0
- Total assets, end of year
- $25,516,701
- Total liabilities, end of year
- $233,528
- Net assets or fund balances, end of year
- $25,283,173
- Program services expenses (Part IX)
- $291,951
- Management and general expenses
- $242,660
- Fundraising expenses
- $111,107
- Program service expenses (Part III)
- $291,951
Program services were 45.2% 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
$1,060,929
-
3 · Investment income
total $513,430 · excluded $513,430
-
7b · Less cost or other basis and sales expenses
securities $357,281
-
7c · Gain or loss
securities -$357,281
-
7d · Net gain or loss
total -$357,281 · excluded -$357,281
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $68,729 · program services $68,729
-
2 · Grants to domestic individuals
total $173,754 · program services $173,754
-
11a · Fees: management
total $41,456 · program services $41,456
-
11g · Fees: other
total $353,767 · management and general $242,660 · fundraising $111,107
-
24a · Other expenses: BOARD-DESIGNATED PROJEC
total $4,888 · program services $4,888
-
24b · Other expenses: MISCELLANEOUS
total $3,124 · program services $3,124
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $60,348
-
2 · Savings and temporary cash investments
end of year $29,841
-
3 · Pledges and grants receivable
end of year $50,000
-
12 · Investments: other securities
beginning of year $21,855,082 · end of year $25,376,512
-
24 · Unsecured notes and loans payable
beginning of year $33,589 · end of year $0
-
25 · Other liabilities
beginning of year $36,730 · end of year $233,528
-
27 · Net assets without donor restrictions
beginning of year $8,044,031 · end of year $9,284,459
-
28 · Net assets with donor restrictions
beginning of year $13,740,732 · end of year $15,998,714
Mission and programs · 2023
Mission
THE WESTMINSTER-CANTERBURY OF THE BLUE RIDGE FOUNDATION (WCBRF) WAS ESTABLISHED IN 1998 AS A 501(C)(3), NONPROFIT ORGANIZATION TO SUPPORT THE MISSION OF WESTMINSTER-CANTERBURY OF THE BLUE RIDGE ("WCBR"). THE MISSION OF WCBRF IS TO SUPPORT, BENEFIT, AND ENHANCE THE WELL-BEING AND QUALITY OF LIFE OF OUR RESIDENTS AND ASSOCIATES.
Activities or mission (Part I)
SUPPORT, BENEFIT AND ENHANCE WELL-BEING AND QUALITY OF LIFE FOR WCBR RESIDENTS AND ASSOCIATES.
-
FELLOWSHIP PROGRAM: DURING FISCAL YEAR 2024, THE FOUNDATION PROVIDED RESIDENTIAL FINANCIAL AID IN EXCESS OF $68,000 FOR RESIDENTS NEEDING ASSISTANCE WITH LIFECARE FEES AND OTHER MEDICAL EXPENSES.GENERAL SUPPORT: DURING THE YEAR, THE FOUNDATION ALSO PROVIDED SUPPORT TO ITS SUPPORTED ORGANIZATION, WCBR, IN DIRECT SUPPORT OF ITS CHARITABLE ACTIVITIES, INCLUDING RESIDENT LIFE ENRICHMENT PROGRAMMING, MEMORY SUPPORT PROGRAMS, PASTORAL CARE, TRAINING AND EDUCATION OF WCBR EMPLOYEES, AND RECOGNITION OF EXCELLENT WCBR EMPLOYEE SERVICE.
Expenses $118,197 · Grants $68,729
-
DURING FISCAL YEAR 2024, THE FOUNDATION PROVIDED MORE THAN $18,000 IN ASSOCIATE SUPPORT TO INCLUDE EMERGENCY ASSISTANCE, A FOOD PANTRY, AND REWARD AND RECOGNITION FOR ASSOCIATES OF WCBR.THE FOUNDATION'S THOMAS EDUCATION AND WORKFORCE DEVELOPMENT FUND PROVIDED OVER $45,000 IN EDUCATIONAL FINANCIAL ASSISTANCE AND OVER $22,000 IN STUDENT LOAN REPAYMENT FUNDS TO WCBR ASSOCIATES IN FISCAL YEAR 2024.THE FOUNDATION'S HEALTH AND WELL-BEING ACROSS THE CONTINUUM FUND PROVIDED APPROXIMATELY $108,000 IN FISCAL YEAR 2024 FOR INNOVATIVE AND BEST-PRACTICE SOLUTIONS TO HEALTH AND WELL-BEING NEEDS. OFFERINGS INCLUDED SPECIALIZED FITNESS CLASSES; STIMULATING SOCIAL, CULTURAL, ART, AND PERFORMANCE ACTIVITIES; LIFELONG LEARNING EDUCATIONAL CLASSES; A COMPREHENSIVE LIBRARY; SPIRITUAL CARE; RECREATIONAL, MUSIC, AND ART THERAPY; AND MUCH MORE. THIS FUND ALSO PROVIDED FLEXIBLE SUPPORT TO ADDRESS NEW OR CHANGING HIGH PRIORITY NEEDS SO WE CAN BEST CARE FOR OUR RESIDENTS.
Expenses $173,754 · Grants $173,754
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
GARY B SELMECZI
CEO/PRESIDENT
- Total calculated
- $634,599
- From this org
- $0
- From related orgs
- $584,756
- Other
- $49,843
- Hours/week
- 4 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $337,993 related
- Bonus
- $0 + $105,121 related
- Other
- $0 + $141,642 related
- Deferred
- $0 + $25,794 related
- Nontaxable benefits
- $0 + $24,049 related
- Filer's total
- $0 + $634,599 related
-
DAVID M MALONEY
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
ANGELICA D LIGHT
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
ALLISON AGARWAL NOVAK
WCBR CHAIR, EX OFFICIO
- Total calculated
- $0
- Hours/week
- 1
-
WILLIAM A BOSTA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ANNETTE GIBBS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
REV CHARLES N GOLDSBOROUGH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JAMES P HOLDEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JULIE STAMM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BETHANIE CONSTANT
VP MISSION ADVANCEMENT/SEC
- Total calculated
- $179,611
- From this org
- $0
- From related orgs
- $149,718
- Other
- $29,893
- Hours/week
- 40 + 4 related
Schedule J breakdown matched by us
- Base
- $0 + $148,857 related
- Bonus
- $0
- Other
- $0 + $861 related
- Deferred
- $0 + $11,164 related
- Nontaxable benefits
- $0 + $18,729 related
- Filer's total
- $0 + $179,611 related
-
ANNA D BUCHANAN
CFO/TREASURER
- Total calculated
- $260,114
- From this org
- $0
- From related orgs
- $232,140
- Other
- $27,974
- Hours/week
- 4 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $230,016 related
- Bonus
- $0
- Other
- $0 + $2,124 related
- Deferred
- $0 + $16,748 related
- Nontaxable benefits
- $0 + $11,226 related
- Filer's total
- $0 + $260,114 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
- 2 · Substantiation required before reimbursing expenses
- 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 3
- COMPENSATION FOR THE CEO IS PAID BY A RELATED ORGANIZATION. THE RELATED ORGANIZATION ESTABLISHES THE REASONABLENESS OF COMPENSATION THROUGH THE USE OF THE FOLLOWING: INDEPENDENT COMPENSATION CONSULTANT WRITTEN EMPLOYMENT CONTRACT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
- PART I, LINE 4B
- GARY B. SELMECZI PARTICIPATES IN A 457(F) PLAN AND RECEIVED PAYMENTS FROM THE PLAN TOTALLING $130,766.
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
-
FELLOWSHIP ASSISTANCE
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.
-
WESTMINSTER-CANTERBURY OF THE BLUE RIDGE
501(C)(3) · CCRC - FULL LIFE CARE COMMUNITY · VA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 30 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531229349300743
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