Civic Intelligence

Shenandoah Valley Westminster-Canterbury Foundation

990 • Fiscal year 2018 • EIN 47-4751000

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

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

20th percentile

0.01x

Higher debt load relative to assets than 20% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

33rd percentile

0.08x

Higher debt load relative to revenue than 33% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

96th percentile

81%

Higher net margin than 96% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

85th percentile

$258,547

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 15.1% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

41st percentile

-0.3%

Faster asset growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

72nd percentile

16%

Faster revenue growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$9,182,784

Down $23,133 (-0.3%) from 2017

Net Assets

Up

$9,045,271

Up $99,955 (+1.1%) from 2017

Liabilities

Down

$137,513

Down $123,088 (-47%) from 2017

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin96th percentile

Revenue

Up

$1,717,089

Up $235,858 (+16%) from 2017

Expenses

Down

$331,324

Down $124,690 (-27%) from 2017

Net Income

Up

$1,385,765

Up $360,548 (+35%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

2018

Assets$9,182,784
Liabilities$137,513
Net Assets$9,045,271
Open 2018 Filing

Operations Trend

Revenue Growth72nd percentile

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

2018

Revenue$1,717,089
Expenses$331,324
Net Income$1,385,765
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$1,717,089
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$8,860,096$8,021,668▼ $838,428
Cash and Non-Interest-Bearing Accounts$306,021$1,150,316▲ $844,295
Pledges and Grants Receivable$39,800$10,800▼ $29,000
Total Assets$9,205,917$9,182,784▼ $23,133
Liabilities
Other Liabilities$218,232$98,174▼ $120,058
Accounts Payable and Accrued Expenses$42,369$39,339▼ $3,030
Total Liabilities$260,601$137,513▼ $123,088
Net Assets / Fund Balance
Temporarily Rstr Net Assets$6,817,609$5,781,845▼ $1,035,764
Unrestricted Net Assets$791,234$1,926,953▲ $1,135,719
Permanently Rstr Net Assets$1,336,473$1,336,473→ $0
Total Net Assets Fund Balance$8,945,316$9,045,271▲ $99,955
Total Liabilities and Net Assets / Fund Balance$9,205,917$9,182,784▼ $23,133

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,590,470-▼ $184,194-$1,406,276
2017-$1,448,936▲ $141,534-$1,590,470
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Mr Harry SmithChairman
Dr Kathy GanskeBoard Member
Mr Blake CurtisBoard 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
Mr Dennis McloughlinEx-offico Board Member
Mr Duane a Wernecke CPAEx-offico Board Member
Mrs Jeannie ShileyEx-offico Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$1,453,345
Program Service Revenue
$0
Investment Income
$263,744
Other Revenue
$0
All Other Contributions
$1,453,345
Change in Net Assets
$1,385,765
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$276,335
Other Expenses$54,989
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$276,335--$276,335
Other Expenses$54,989--$54,989
Total Functional Expenses$331,324$0$0$331,324
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.$276,335
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$98,174
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 2018.”

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
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gloria J Shiley
Formed
2015
Legal Domicile
Va
Voting Board Members
13
Independent Board Members
11
Employees
0
Volunteers
29

Preparer

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

Additional Explanations

Form 990, Part XII, Line 2C

“The process has not changed from the prior year.”

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 second 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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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd00
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/SupportAmt0276335
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WESTMINSTER CANTERBURY OF WINCHESTER INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0276335
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01590470
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01406276
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-184194
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01448936
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01590470
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0141534
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt098174
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.95000
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 SECOND 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/TermEndowmentBalanceEOYPct00.05000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt098174
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0276335
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 THAT DEMONSTRATE FINANCIAL NEED BY UPDATING A 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 EMPLOYEES OR THOSE MEMBERS OF AN EMPLOYEE'S FAMILY THAT WOULD QUALIFY FOR SCHOLARSHIP ASSISTANCE. LASTLY THE ORGANIZATION PROVIDES EMERGENCY ASSISTANCE TO EMPLOYEES, AS WELL AS OTHER SMALLER ASSISTANCE ITEMS, THROUGHOUT THE YEAR AS THE NEED ARISES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
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/CompensationBasedOnRltdOrgsAmt0211086
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1128590
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt027278
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt111499
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt020183
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt129367
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MRS JEANNIE SHILEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MR DUANE A WERNECKE CPA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EX-OFFICO BOARD MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EX-OFFICO BOARD MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0258547
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1169456
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 2018.
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/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,182,784
Liabilities
$137,513
Net assets
$9,045,271
Revenue
$1,717,089
Expenses
$331,324
Net income
$1,385,765
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
2018Detailed filing. Detailed filing data is available for this year.$9.18$0.14$9.05$1.72$0.33$1.39
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.21$0.26$8.95$1.48$0.46$1.03