Totals
- Total revenue
- $5,927,299
- Total expenses
- $5,667,244
- Contributions and grants received
- $0
- Grants paid
- $0
- Program services expenses (Part IX)
- $4,228,275
- Management and general expenses
- $1,438,969
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,228,275
Program services were 74.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
BERNIE BOONE III
SECRETARY - PART YEAR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
CHARLES D ROBISON III
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
JOHN D CAVANAUGH
VICE CHAIR - PART YEAR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
LISA B SMITH
CHAIR - PART YEAR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
RICHARD C BURROUGHS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
BOB TAYLOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
IAN HOLDER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
RONALD RIPLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DAVID MYERS
SECRETARY/TREASURER/CFO
- Total calculated
- $449,966
- From this org
- $0
- From related orgs
- $427,192
- Other
- $22,774
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $284,902 related
- Bonus
- $0 + $142,290 related
- Other
- $0
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $8,974 related
- Filer's total
- $0 + $449,966 related
-
DR VICTORIA CRENSHAW
VP OF HEALTH AND RESIDENT
- Total calculated
- $333,064
- From this org
- $0
- From related orgs
- $312,797
- Other
- $20,267
- Hours/week
- 12 + 28 related
Schedule J breakdown matched by us
- Base
- $0 + $249,429 related
- Bonus
- $0 + $63,368 related
- Other
- $0
- Deferred
- $0 + $11,988 related
- Nontaxable benefits
- $0 + $8,279 related
- Filer's total
- $0 + $333,064 related
-
J BENJAMIN UNKLE JR
PRESIDENT/CEO (**SEE STATEMENT)
- Total calculated
- $577,014
- From this org
- $0
- From related orgs
- $548,969
- Other
- $28,045
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $367,805 related
- Bonus
- $0 + $110,012 related
- Other
- $0 + $71,152 related
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $14,245 related
- Filer's total
- $0 + $577,014 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 — 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
- 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)
- SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION
- COMPENSATION IS PAID BY WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY, A RELATED ORAGNIZATION. 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 ATRISK 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.
- SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
- INCLUDED IN THE COMPENSATION OF J. BENJAMIN UNKLE, JR. IS $71,152 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.
- SCHEDULE J, PART II, COLUMN (B)(II)
- IN THE PRIOR YEAR, THE CEO'S COMPENSATION EXCEEDED HISTORICAL AMOUNTS DUE TO THE VESTING OF A RETENTION BONUS. THIS BONUS WAS STRATEGICALLY IMPLEMENTED TO SAFEGUARD THE ORGANIZATION DURING A CRITICAL PHASE OF EXPANSION, WHICH INVOLVED OVER $400 MILLION IN BORROWING AND INVESTMENT. GIVEN THE CEO'S EXTENSIVE EXPERIENCE LEADING LARGE, MULTICAMPUS SENIOR LIVING OPERATIONS AND THE INTEREST EXPRESSED BY OTHER ORGANIZATIONS IN RECRUITING FOR SIMILAR ROLES, RETAINING THIS LEADERSHIP WAS CONSIDERED ESSENTIAL TO ENSURING THE SUCCESS OF THE ORGANIZATION'S GROWTH INITIATIVES. THE RETENTION BONUS DETAILS WERE EVALUATED FOR MARKET COMPETITIVENESS IN ACCORDANCE WITH THE COMPENSATION REVIEW POLICY AND RECEIVED BOARD APPROVAL.
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.
-
THE BALLENTINE HOME CORPORATION
501(C)(3) · BIRDSONG TABLETS · VA
Directly controlled by WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY
-
WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY
501(C)(3) · SERVICES TO OLDER ADULTS · VA
Directly controlled by NA
-
WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY FOUNDATION
501(C)(3) · FUNDRAISING · VA
Directly controlled by WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY
Provenance
- Return type
- form_990
- Tax year
- 2024
- IRS schema version
- 2024v5.1
- Source object
- 202632299349301753
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