Civic Intelligence

Shenandoah Valley Westminster-Canterbury Foundation

990 • Fiscal year 2017 • EIN 47-4751000

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization ProfileSVWC.ORG
300 Westminster-canterbury DrWinchester, VA 22603

(540) 665-0156

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.03x

Higher debt load relative to assets than 26% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.18x

Higher debt load relative to revenue than 51% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

81st percentile

$226,867

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

$9,205,917

No earlier filing loaded for comparison.

Net Assets

$8,945,316

No earlier filing loaded for comparison.

Liabilities

$260,601

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin95th percentile

Revenue

$1,481,231

No earlier filing loaded for comparison.

Expenses

$456,014

No earlier filing loaded for comparison.

Net Income

$1,025,217

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2017: $9,205,917Liabilities 2017: $260,601Net Assets 2017: $8,945,3162017Assets 2018: $9,182,784Liabilities 2018: $137,513Net Assets 2018: $9,045,2712018Assets 2019: $10,118,871Liabilities 2019: $157,883Net Assets 2019: $9,960,9882019Assets 2020: $10,895,632Liabilities 2020: $75,595Net Assets 2020: $10,820,0372020Assets 2021: $12,026,015Liabilities 2021: $66,669Net Assets 2021: $11,959,3462021Assets 2022: $10,452,941Liabilities 2022: $214,348Net Assets 2022: $10,238,5932022Assets 2023: $12,329,440Liabilities 2023: $256,198Net Assets 2023: $12,073,2422023Assets 2024: $13,425,666Liabilities 2024: $258,863Net Assets 2024: $13,166,8032024

Highlighted filing

2017

Assets$9,205,917
Liabilities$260,601
Net Assets$8,945,316
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2017: $1,481,231Expenses 2017: $456,014Net Income 2017: $1,025,2172017Revenue 2018: $1,717,089Expenses 2018: $331,324Net Income 2018: $1,385,7652018Revenue 2019: -$357,749Expenses 2019: $293,582Net Income 2019: -$651,3312019Revenue 2020: $285,648Expenses 2020: $233,961Net Income 2020: $51,6872020Revenue 2021: $869,962Expenses 2021: $407,298Net Income 2021: $462,6642021Revenue 2022: $712,903Expenses 2022: $351,779Net Income 2022: $361,1242022Revenue 2023: $844,892Expenses 2023: $404,003Net Income 2023: $440,8892023Revenue 2024: $1,087,590Expenses 2024: $496,404Net Income 2024: $591,1862024

Highlighted filing

2017

Revenue$1,481,231
Expenses$456,014
Net Income$1,025,217
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$1,481,231
Mission and Program Overview

Mission

To provide support for older adults and the people who care for them, and to fund programs and services dedicated to improving well being.

To provide support for older adults and the people who care for them, and to find programs and services dedicated to improving well being.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,581,821$8,860,096▲ $1,278,275
Cash and Non-Interest-Bearing Accounts$263,078$306,021▲ $42,943
Pledges and Grants Receivable$42,850$39,800▼ $3,050
Total Assets$7,891,215$9,205,917▲ $1,314,702
Other Assets Total$3,466$0▼ $3,466
Liabilities
Other Liabilities$44,299$218,232▲ $173,933
Accounts Payable and Accrued Expenses-$42,369-
Total Liabilities$44,299$260,601▲ $216,302
Net Assets / Fund Balance
Temporarily Rstr Net Assets$6,510,443$6,817,609▲ $307,166
Permanently Rstr Net Assets$1,336,473$1,336,473→ $0
Unrestricted Net Assets-$791,234-
Total Net Assets Fund Balance$7,846,916$8,945,316▲ $1,098,400
Total Liabilities and Net Assets / Fund Balance$7,891,215$9,205,917▲ $1,314,702

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017-$178,510▲ $609,771$263,382$313,478
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Mr Harry SmithBoard Member - Chairman
Dr Kathy GanskeBoard Member
Mr Blake CurtisBoard Member
Mr Brian HesterBoard Member
Mr John ClaybrookBoard Member
Mr Peter GatesBoard Member
Mr Scott HarvardBoard Member
Mrs Gina HammondBoard Member
Mrs Kathy TagnesiBoard Member
Mrs Libba PendletonBoard Member
Mrs Sue MariottiBoard Member
1mr Duane a Wernecke CPAEx-offico Board Member
Mr Dennis McloughlinEx-offico Board Member
Mrs Jeannie ShileyEx-offico Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$950,955
Program Service Revenue
$0
Investment Income
$530,276
Other Revenue
$0
All Other Contributions
$950,955
Change in Net Assets
$1,025,217
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$456,014
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$456,014--$456,014
Total Functional Expenses$456,014$0$0$456,014
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Westminster Canterbury of Winchester IncWinchester, VA501(c)3To Provide Support for Older Adults and the People Who Care for Them, and to Fund Programs and Services Dedicated to Improving Their Well Being.$456,014
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$218,232
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There were not any meetings held by a committee with the authority to act on behalf of the governing body during 2017.”

Form 990, Part VI, Section B, Line 11B

“Once cliftonlarsonallen completes its work on the irs form 990, it submits a draft to the cfo, duane a. Wernecke. Mr. Wernecke reviews the form 990 and uploads a copy to the svwc foundation board portal and alerts board members that the return has been uploaded and is available to view. Foundation board members will be instructed to contact the cfo with any questions, comments or concerns that they may have prior to the filing of the form with the irs.”

Form 990, Part VI, Section B, Line 12C

“The policy is reviewed by the board members annually. If a conflict is found to exist, the affected board member is asked to abstain from serving.”

Form 990, Part VI, Section C, Line 18

“Annual disclosure through the state corporation commission”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Shenandoah Valley
EIN
47-4751000
Phone
5406650156
Address
300 WESTMINSTER-CANTERBURY DR, WINCHESTER, VA 22603

Signing Officer

Name
Gloria J Shiley
Title
President/CEO
Phone
5406650156
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gloria J Shiley
Formed
2015
Legal Domicile
Va
Voting Board Members
14
Independent Board Members
12
Employees
0
Volunteers
67

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
John Norman
Phone
7049985200
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“There are two endowments presently held by the foundation. The first endowment instructs the foundation that any income generated from the endowment is to be used for the fellowship fund of westminster canterbury of winchester, inc. The seond endowment instructs the foundation that any income generated from the endowment is only to be used for the purchase and/or restoration of books for the library.”

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION SHALL HAVE THREE TRUSTEES WHO ARE DESIGNATED AS THE EX OFFICIO TRUSTEES WHICH ARE THE INDIVIDUALS WHO HOLD THE OFFICIAL POSITIONS OF PRESIDENT / CEO OF WESTMINSTER-CANTERBURY OF WINCHESTER, INC., CHIEF FINANCIAL OFFICER OF WESTMINSTER-CANTERBURY OF WINCHESTER, INC. AND CHAIR OF THE BOARD OF TRUSTEES OF WESTMINSTER-CANTERBURY OF WINCHESTER, INC. AN EX OFFICIO TRUSTEE SHALL HAVE THE RIGHT TO VOTE. AS LONG AS WESTMINSTER-CANTERBURY OF WINCHESTER, INC., IS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE FOUNDATION SHALL NOT HAVE LESS THAN TWO AND NOT MORE THAN SIX TRUSTEES WHO ARE DESIGNATED AS THE APPINTED TRUSTEES. THE APPOINTED TRUSTEES SHALL BE APPOINTED BY THE BOARD OF TRUSTEES OF WESTMINSTER-CANTERBURY OF WINCHESTER, INC.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART B, LINE 1
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0521266582
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0456014
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WESTMINSTER CANTERBURY OF WINCHESTER INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0456014
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0178510
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0313478
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0211421
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0609771
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0263382
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0218232
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.16390
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THERE ARE TWO ENDOWMENTS PRESENTLY HELD BY THE FOUNDATION. THE FIRST ENDOWMENT INSTRUCTS THE FOUNDATION THAT ANY INCOME GENERATED FROM THE ENDOWMENT IS TO BE USED FOR THE FELLOWSHIP FUND OF WESTMINSTER CANTERBURY OF WINCHESTER, INC. THE SEOND ENDOWMENT INSTRUCTS THE FOUNDATION THAT ANY INCOME GENERATED FROM THE ENDOWMENT IS ONLY TO BE USED FOR THE PURCHASE AND/OR RESTORATION OF BOOKS FOR THE LIBRARY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.83610
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0218232
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0456014
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SUPPORT FOR OLDER ADULTS AND THE PEOPLE WHO CARE FOR THEM, AND TO FUND PROGRAMS AND SERVICES DEDICATED TO IMPROVING THEIR WELL BEING.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WESTMINSTER CANTERBURY OF WINCHESTER INC
IRS990ScheduleI/RecipientTable/RecipientEIN0521266582
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0300 WESTMINSTER-CANTERBURY DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WINCHESTER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd022603
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FINANCIAL ASSISTANCE IS GIVEN TO THOSE RESIDENTS WHICH DEMONSTRATE FINANCIAL NEED BY UPDATING RESIDENTAL FINANCIAL INFORMATION FORM ANNUALLY. EMPLOYEES RECEIVING TUITION REIMBURSEMENT, ARE REQUIRED TO SUBMIT VERIFICATION OF CLASSES AND THEIR RESPECTIVE GRADES IN THOSE CLASSES. SCHOLARSHIPS ARE AWARDED TO QUALIFYING EMPLOYHEES OR THOSE MEMBERS OF AN EMPLOYEES FAMILTY THAT WOULD QUALIFY FOR SCHOLARSHIP ASSISTANCE. LASTLY THE ORGANIZATION PROVIDES EMERGENCY ASSISTANCE TO EMPLOYEES THROUGHOUT THE YEAR AS THE NEED ARISES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0190962
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1116867
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt020364
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt129901
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt015541
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt16554
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MRS JEANNIE SHILEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm11MR DUANE A WERNECKE CPA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EX-OFFICO BOARD MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EX-OFFICO BOARD MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0226867
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1153322
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION FOR ALL SENIOR MANAGEMENT IS REVIEWED TO INDUSTRY STANDARDS ON AN ANNUAL BASIS. COMPENSATION FOR OTHER OFFICERS IS REVIEWED ANNUALLY BY THE CEO DURING THE ANNUAL EMPLOYEE REVIEW PROCESS. DOCUMENTATION OF THE DELIBERATION AND DECISION IS CONTAINED IN THE EMPLOYEE'S FILE.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE WERE NOT ANY MEETINGS HELD BY A COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY DURING 2017.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ONCE CLIFTONLARSONALLEN COMPLETES ITS WORK ON THE IRS FORM 990, IT SUBMITS A DRAFT TO THE CFO, DUANE A. WERNECKE. MR. WERNECKE REVIEWS THE FORM 990 AND UPLOADS A COPY TO THE SVWC FOUNDATION BOARD PORTAL AND ALERTS BOARD MEMBERS THAT THE RETURN HAS BEEN UPLOADED AND IS AVAILABLE TO VIEW. FOUNDATION BOARD MEMBERS WILL BE INSTRUCTED TO CONTACT THE CFO WITH ANY QUESTIONS, COMMENTS OR CONCERNS THAT THEY MAY HAVE PRIOR TO THE FILING OF THE FORM WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE POLICY IS REVIEWED BY THE BOARD MEMBERS ANNUALLY. IF A CONFLICT IS FOUND TO EXIST, THE AFFECTED BOARD MEMBER IS ASKED TO ABSTAIN FROM SERVING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL DISCLOSURE THROUGH THE STATE CORPORATION COMMISSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WESTMINSTER CANTERBURY OF WINCHESTER INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0521266582
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CONTINUING CARE RETIREMENT COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0300 WESTMINSTER-CANTERBURY DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WINCHESTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd022603
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0474803
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WESTMINSTER CANTERBURY OF WINCHESTER INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0R
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,205,917
Liabilities
$260,601
Net assets
$8,945,316
Revenue
$1,481,231
Expenses
$456,014
Net income
$1,025,217
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$0.26$13.2$1.09$0.50$0.59
2023Summary only. Only limited summary data is available for this year.$12.3$0.26$12.1$0.84$0.40$0.44
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$0.21$10.2$0.71$0.35$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.07$12.0$0.87$0.41$0.46
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$0.08$10.8$0.29$0.23$0.05
2019Summary only. Only limited summary data is available for this year.$10.1$0.16$9.96$0.36$0.29$0.65
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.18$0.14$9.05$1.72$0.33$1.39
2017Detailed filing. Detailed filing data is available for this year.$9.21$0.26$8.95$1.48$0.46$1.03
Peer Organizations

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