Form 990 for tax year 2023
Filed by WESTMINSTER-CANTERBURY CORPORATION.
Totals
- Total revenue
- $92,389,185
- Total expenses
- $73,315,132
- Contributions and grants received
- $4,011,607
- Grants paid
- $3,755,049
- Program service revenue
- $84,067,158
- Investment income
- $4,310,420
- Other revenue
- $0
- Total assets, end of year
- $592,336,277
- Total liabilities, end of year
- $420,610,103
- Net assets or fund balances, end of year
- $171,726,174
- Program services expenses (Part IX)
- $69,083,627
- Management and general expenses
- $4,231,505
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $69,083,627
Program services were 94.2% 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.
-
1d · Related organizations
$2,764,599
-
1f · All other contributions, gifts and grants
$1,247,008
-
2a · Program service revenue: RESIDENT SERVICES
total $74,823,164 · related or exempt $74,823,164
-
2b · Program service revenue: OTHER REVENUE
total $9,243,994 · related or exempt $9,243,994
-
3 · Investment income
total $3,166,480 · excluded $3,166,480
-
7a · Gross sales of assets other than inventory
securities $30,160,575 · other assets $4,150
-
7b · Less cost or other basis and sales expenses
securities $29,020,785 · other assets $0
-
7c · Gain or loss
securities $1,139,790 · other assets $4,150
-
7d · Net gain or loss
total $1,143,940 · excluded $1,143,940
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $3,755,049 · program services $3,755,049
-
5 · Compensation of officers, directors and key employees
total $531,376 · management and general $531,376
-
7 · Other salaries and wages
total $23,848,725 · program services $22,910,066 · management and general $938,659
-
9 · Other employee benefits
total $17,349 · program services $16,280 · management and general $1,069
-
10 · Payroll taxes
total $1,836,841 · program services $1,723,618 · management and general $113,223
-
11a · Fees: management
total $14,767,167 · program services $14,259,772 · management and general $507,395
-
11b · Fees: legal
total $1,820 · management and general $1,820
-
11f · Fees: investment management
total $593,272 · management and general $593,272
-
11g · Fees: other
total $3,345,237 · program services $3,345,237
-
12 · Advertising and promotion
total $1,300 · management and general $1,300
-
13 · Office expenses
total $2,650,143 · program services $2,650,143
-
16 · Occupancy
total $1,756,246 · program services $1,647,991 · management and general $108,255
-
17 · Travel
total $108,796 · program services $108,796
-
20 · Interest
total $3,955,704 · program services $3,819,787 · management and general $135,917
-
22 · Depreciation, depletion and amortization
total $14,473,332 · program services $13,976,033 · management and general $497,299
-
23 · Insurance
total $7,616 · program services $7,616
-
24e · All other expenses
total $1,665,159 · program services $863,239 · management and general $801,920
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $34,455,310 · end of year $23,804,368
-
2 · Savings and temporary cash investments
beginning of year $66,403 · end of year $16,136,989
-
4 · Accounts receivable
beginning of year $724,480 · end of year $1,516,229
-
7 · Other notes and loans receivable
beginning of year $105,361 · end of year $2,521,727
-
8 · Inventories for sale or use
beginning of year $90,854 · end of year $72,082
-
9 · Prepaid expenses and deferred charges
beginning of year $753,718 · end of year $1,213,971
-
10a · Land, buildings and equipment: cost or other basis
$379,997,786
-
10b · Land, buildings and equipment: accumulated depreciation
$178,729,753
-
10c · Land, buildings and equipment, net
beginning of year $156,403,885 · end of year $201,268,033
-
11 · Investments: publicly traded securities
beginning of year $66,153,023 · end of year $80,144,504
-
12 · Investments: other securities
beginning of year $82,310,034 · end of year $98,155,000
-
15 · Other assets
beginning of year $157,532,987 · end of year $167,503,374
-
17 · Accounts payable and accrued expenses
beginning of year $30,896,457 · end of year $28,222,826
-
19 · Deferred revenue
beginning of year $128,858,545 · end of year $150,004,090
-
20 · Tax-exempt bond liabilities
beginning of year $188,751,958 · end of year $224,094,783
-
25 · Other liabilities
beginning of year $21,196,025 · end of year $18,288,404
-
27 · Net assets without donor restrictions
beginning of year $113,173,956 · end of year $153,456,164
-
28 · Net assets with donor restrictions
beginning of year $15,719,114 · end of year $18,270,010
Mission and programs · 2023
Mission
AS A FAITH-BASED CHARITABLE ORGANIZATION, WE WILL PROVIDE SERVICES, SPECIFIC TO NEED, IN A COMPASSIONATE, PROFESSIONAL, HOLISTIC MANNER, THROUGH AN INSPIRING ENVIRONMENT AND DYNAMIC LEADERSHIP FOR OUR RESIDENTS, EMPLOYEES AND OTHERS WE SERVE.
Activities or mission (Part I)
AS A MINISTRY OF THE EPISCOPAL AND PRESBYTERIAN CHURCHES, WESTMINSTER CANTERBURY PROVIDES AN INSURANCE PRODUCT OFFERING INDEPENDENT LIVING; MEMORY SUPPORT; HOME HEALTH AND HOSPICE; ASSISTED LIVING; AND INTERMEDIATE AND SKILLED NURSING BEDS, ALL FOR PERSONS AGES 62 AND OLDER. FINANCIAL AID IS AVAILABLE TO THOSE WHOSE FINANCIAL RESOURCES ARE NOT SUFFICIENT TO COVER ENTRANCE FEE, MONTHLY FEE OR BOTH.
-
AS A MINISTRY OF THE EPISCOPAL AND PRESBYTERIAN CHURCHES, WESTMINSTER-CANTERBURY PROVIDES 522 RESIDENCES FOR INDEPENDENT LIVING; 72 APARTMENTS FOR THOSE WITH COGNITIVE DECLINE, 65 APARTMENTS FOR ASSISTED LIVING; AND 158 INTERMEDIATE AND SKILLED NURSING BEDS, ALL FOR PERSONS AGED 62 AND OLDER. IN ADDITION, WESTMINSTER-CANTERBURY PROVIDES RESIDENTS WITH THE OPPORTUNITIES FOR SOCIALIZATION, INTELLECTUAL STIMULATION, ENTERTAINMENT, RECREATION, PHYSICAL CARE AND SPIRITUAL ENRICHMENT. SPECIFIED SERVICES ARE PROVIDED UNDER THE CONTINUING CARE CONTRACT (RESIDENCE AND CARE AGREEMENT). WESTMINSTER-CANTERBURY'S CCRC PRODUCTS ARE REGISTERED WITH THE COMMONWEALTH OF VIRGINIA, BUREAU OF INSURANCE. OTHER SERVICES AND FACILITIES MADE AVAILABLE ARE FOR AN EXTRA CHARGE I.E. MEALS PURCHASED INDIVIDUALLY OR AS PART OF AN OPTION PLAN, DRUGS, BEAUTY SHOP, INTERNET ETC. FINANCIAL AID IS AVAILABLE TO THOSE WHOSE FINANCIAL RESOURCES ARE NOT SUFFICIENT TO COVER ENTRANCE FEE, MONTHLY FEE OR BOTH. ALL FINANCIAL INFORMATION PROVIDED BY THE PROSPECTIVE RESIDENTS IS ANALYZED USING A SOFTWARE PROGRAM CALLED FINAID. THIS PROGRAM USES ACTUARIAL TABLES TO PROJECT HOW MUCH, IF ANY, FINANCIAL ASSISTANCE MAY BE NEEDED BY EACH PROSPECTIVE RESIDENT. ON AVERAGE WESTMINSTER-CANTERBURY ASSISTS 86 RESIDENTS WITH FINANCIAL AID DURING THE YEAR.
Expenses $69,083,627 · Grants $3,755,049 · Revenue $84,067,158
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
ANGELA P PHELON
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
JAMES M KRESGE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
PETER S ALCORN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
DR BRIAN K BLOUNT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
THOMAS L BOWDEN JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
PETER H BOWLES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
TAYLAN BOZKURT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
JENNIFER D BRITTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
W LEE CHANEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
P FREDERICK DUCKWORTH MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
MARY D ELLISON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
JENNIFER M FERGUSON MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
THOMAS G HARDY III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
GEORGE C HOWELL III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
ANNE H MCDONNELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
CHRISTOPHER M MICHALIK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
GRETA B PETERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
HB THOMSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
THOMAS H TULLIDGE JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
L BIRCK TURNBULL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
W RUSSELL GARDNER
TREASURER, VICE PRESIDENT & CFO
- Total calculated
- $484,812
- From this org
- $0
- From related orgs
- $446,053
- Other
- $38,759
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $315,038 related
- Bonus
- $0 + $121,208 related
- Other
- $0 + $9,807 related
- Deferred
- $0 + $25,400 related
- Nontaxable benefits
- $0 + $13,359 related
- Filer's total
- $0 + $484,812 related
-
WILLIAM H BLACKWELL
VICE PRESIDENT HEALTH SERVICES
- Total calculated
- $321,144
- From this org
- $288,383
- From related orgs
- $0
- Other
- $32,761
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $206,060
- Bonus
- $80,584
- Other
- $1,739
- Deferred
- $20,105
- Nontaxable benefits
- $12,656
- Filer's total
- $321,144
-
GAYLE HAGLUND
VICE PRESIDENT RESOURCE DEVELOPMENT
- Total calculated
- $126,711
- From this org
- $0
- From related orgs
- $118,257
- Other
- $8,454
- Hours/week
- 0 + 40 related
-
ROBERT MANN
VICE PRESIDENT INFORMATION TECHNOLOGY
- Total calculated
- $204,475
- From this org
- $0
- From related orgs
- $189,013
- Other
- $15,462
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $149,351 related
- Bonus
- $0 + $33,870 related
- Other
- $0 + $5,792 related
- Deferred
- $0 + $12,525 related
- Nontaxable benefits
- $0 + $2,937 related
- Filer's total
- $0 + $204,475 related
-
JOHN D BURNS
CEO
- Total calculated
- $659,664
- From this org
- $0
- From related orgs
- $609,703
- Other
- $49,961
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $0 + $397,710 related
- Bonus
- $0 + $167,047 related
- Other
- $0 + $44,946 related
- Deferred
- $0 + $33,364 related
- Nontaxable benefits
- $0 + $16,597 related
- Filer's total
- $0 + $659,664 related
-
STACEY W NANNERY
VICE PRESIDENT SALES AND MARKETING
- Total calculated
- $193,568
- From this org
- $0
- From related orgs
- $170,485
- Other
- $23,083
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $140,583 related
- Bonus
- $0 + $29,902 related
- Other
- $0
- Deferred
- $0 + $12,814 related
- Nontaxable benefits
- $0 + $10,269 related
- Filer's total
- $0 + $193,568 related
-
JASON T COLLINS
VICE PRESIDENT FACILITIES MANAGEMENT
- Total calculated
- $191,385
- From this org
- $0
- From related orgs
- $173,965
- Other
- $17,420
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $145,489 related
- Bonus
- $0 + $28,476 related
- Other
- $0
- Deferred
- $0 + $7,051 related
- Nontaxable benefits
- $0 + $10,369 related
- Filer's total
- $0 + $191,385 related
-
JOHN LOOP
VP HEALTH & WELLNESS (AS OF 11/2023)
- Total calculated
- $18,847
- From this org
- $18,847
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
CHELSEA O NAYLOR
VICE PRESIDENT WORKFORCE SERVICES
- Total calculated
- $215,155
- From this org
- $0
- From related orgs
- $190,163
- Other
- $24,992
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $160,062 related
- Bonus
- $0 + $30,101 related
- Other
- $0
- Deferred
- $0 + $12,428 related
- Nontaxable benefits
- $0 + $12,564 related
- Filer's total
- $0 + $215,155 related
-
SHARON M POZNANCZYK
DIRECTOR OF NURSING
- Total calculated
- $225,310
- From this org
- $200,847
- From related orgs
- $0
- Other
- $24,463
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $172,659
- Bonus
- $23,023
- Other
- $5,165
- Deferred
- $15,134
- Nontaxable benefits
- $9,329
- Filer's total
- $225,310
-
KEVIN DAIGNAULT
ADMINISTRATOR HOME HEALTH
- Total calculated
- $192,428
- From this org
- $181,548
- From related orgs
- $0
- Other
- $10,880
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,835
- Bonus
- $14,008
- Other
- $7,705
- Deferred
- $1,690
- Nontaxable benefits
- $9,190
- Filer's total
- $192,428
-
MARTIN KANE
DIRECTOR OF FINANCE
- Total calculated
- $181,153
- From this org
- $0
- From related orgs
- $163,105
- Other
- $18,048
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $144,235 related
- Bonus
- $0 + $18,870 related
- Other
- $0
- Deferred
- $0 + $8,831 related
- Nontaxable benefits
- $0 + $9,217 related
- Filer's total
- $0 + $181,153 related
-
DEBRA JACOBSEN
ADMINISTRATOR RESIDENTIAL LIVING
- Total calculated
- $190,363
- From this org
- $158,079
- From related orgs
- $0
- Other
- $32,284
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $134,739
- Bonus
- $23,340
- Other
- $0
- Deferred
- $22,155
- Nontaxable benefits
- $10,129
- Filer's total
- $190,363
-
DEREK OLIVER
DIRECTOR FACILITIES ENGINEERING
- Total calculated
- $165,231
- From this org
- $144,902
- From related orgs
- $0
- Other
- $20,329
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $129,932
- Bonus
- $14,970
- Other
- $0
- Deferred
- $11,170
- Nontaxable benefits
- $9,159
- Filer's total
- $165,231
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 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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
- AN OUTSIDE COMPANY IS ENGAGED BY A RELATED ORGANIZATION EACH YEAR TO ADVISE ON ALL EMPLOYEES' COMPENSATION PACKAGES, INCLUDING THE CEO'S. THE ORGANIZATION AND COMPENSATION COMMITTEE OF A RELATED ORGANIZATION'S BOARD REVIEWS THE RECOMMENDATIONS OF THE OUTSIDE COMPANY. THE CEO'S COMPENSATION IS DETERMINED BY THE BOARD INDEPENDENTLY OF THE CEO, AND ITS DECISION IS DOCUMENTED IN THE BOARD MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024.
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.
-
WESTMINSTER CANTERBURY FOUNDATION
501(C)(3) · PROVIDE FUNDRAISING FOR THE BENEFIT OF WESTMINSTER-CANTERBURY RICHMOND · VA
Directly controlled by WESTMINSTER CANTERBURY MANAGEMENT CORPORATION
-
501(C)(3) · OPERATE AND MAINTAIN A CONTINUING CARE RETIREMENT COMMUNITY FOR THE ELDERLY · VA
Directly controlled by WESTMINSTER CANTERBURY MANAGEMENT CORPORATION
-
WESTMINSTER CANTERBURY MANAGEMENT CORPORATION
501(C)(3) · PROVIDE MANAGEMENT SERVICES TO WC CORPORATION AND RELATED ENTITIES · VA
-
WESTMINSTER CANTERBURY CHILD CARE
501(C)(3) · PROVIDE CHILD CARE SERVICES TO RELATED ENTITIES AND THE COMMUNITY · VA
Directly controlled by WESTMINSTER CANTERBURY MANAGEMENT CORPORATION
-
WESTMINSTER-CANTERBURY DEVELOPMENT CORPORATION
501(C)(3) · SUPPORT THE MISSION AND PURPOSE OF WC CORPORATION AND RELATED ENTITIES · VA
Directly controlled by WESTMINSTER CANTERBURY MANAGEMENT CORPORATION
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202542179349300729
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