Civic Intelligence

Shenandoah Valley Westminster-Canterbury Foundation

990 • Fiscal year 2023 • EIN 47-4751000

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

(540) 665-5923

Siviq Scores

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

Liabilities / Assets

20th percentile

0.02x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

55th percentile

0.30x

Higher debt load relative to revenue than 55% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

85th percentile

$362,329

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 42.9% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

75th percentile

18%

Faster asset growth than 75% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets20th percentile

Assets

Flat

$12,329,440

Flat from 2023

Net Assets

Flat

$12,073,242

Flat from 2023

Liabilities

Flat

$256,198

Flat from 2023

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin91st percentile

Revenue

Flat

$844,892

Flat from 2023

Expenses

Flat

$404,003

Flat from 2023

Net Income

Flat

$440,889

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth75th 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 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

2023

Assets$12,329,440
Liabilities$256,198
Net Assets$12,073,242
Open 2023 Filing

Operations Trend

Revenue Growth71st 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 2023: $844,892Expenses 2023: $404,003Net Income 2023: $440,8892023Revenue 2024: $1,087,590Expenses 2024: $496,404Net Income 2024: $591,1862024

Highlighted filing

2023

Revenue$844,892
Expenses$404,003
Net Income$440,889
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$1,163,426
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,071,219$12,081,744▲ $2,010,525
Cash and Non-Interest-Bearing Accounts$381,722$247,696▼ $134,026
Total Assets$10,452,941$12,329,440▲ $1,876,499
Liabilities
Accounts Payable and Accrued Expenses$36,986$188,327▲ $151,341
Other Liabilities$177,362$67,871▼ $109,491
Total Liabilities$214,348$256,198▲ $41,850
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,250,017$9,586,743▲ $1,336,726
Net Assets Without Donor Restrictions$1,988,576$2,486,499▲ $497,923
Total Net Assets Fund Balance$10,238,593$12,073,242▲ $1,834,649
Total Liabilities and Net Assets / Fund Balance$10,452,941$12,329,440▲ $1,876,499

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,580,065-▲ $197,933-$1,777,998
2022$1,868,343-▼ $288,278-$1,580,065
2021$1,692,784-▲ $175,559-$1,868,343
2020$1,574,058-▲ $118,726-$1,692,784
2019$1,394,206-▲ $179,852-$1,574,058
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Mrs Kathy TagnesiChair
Gina HammondBoard Member
Harry SmithBoard Member
Marcia KeechBoard Member
Mr Charles McwilliamsBoard Member
Mrs Marie ImohBoard Member
Rev Dan MccoigBoard Member
Richard EisenstaedtBoard Member
Susan KageyBoard Member
Mr Duane a Wernecke CPAEx-offico Board Member
Mrs Jeannie ShileyEx-offico Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$870,021
Program Service Revenue
$0
Investment Income
$-25,129
Other Revenue
$0
All Other Contributions
$870,021
Change in Net Assets
$440,889
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$372,013
Other Expenses$31,990
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$332,345--$332,345
Grants to Domestic Individuals$39,668--$39,668
Fees for Service Investment Mgmnt Fees-$31,527-$31,527
Other Expenses-$463-$463
Total Functional Expenses$372,013$31,990$0$404,003
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Shenandoah Valley Westminster CanterburyWinchester, VA501(c)3See Part Iv$332,345
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$67,871
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11B

“Once cliftonlarsonallen completes its work on the irs form 990, it submits a draft to the cfo who reviews and uploads a copy to the board portal and alerts the board members it is available to view. Foundation board members are instructed to contact the cfo with any questions, comments or concerns that they may have prior to 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 B, Line 15

“Compensation for the ceo is reviewed annually and compared to industry standards by svwc's compensation consultant and by the executive committee of the board of trustees. Compensation for all senior management is reviewed by svwc's ceo, director of hr, and by an industry salary consultant on a quarterly or semi-annual basis. Documentation on deliberation and decision is contained on either ceo's computer files or director of hr computer files. The process described here was last completed in 2023.”

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
5406655923
Address
300 WESTMINSTER-CANTERBURY DR, WINCHESTER, VA 22603

Signing Officer

Name
Duane a Wernecke
Title
Chief Financial Officer
Phone
5406655923
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Duane a Wernecke
Formed
2015
Legal Domicile
Va
Voting Board Members
11
Independent Board Members
9
Employees
0
Volunteers
9

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 XI, LINE 9:

“Transfer from affiliate -83,111.”

Form 990, Part XII, Line 2C

“Oversight and selection process is unchanged from 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.”

PART X, LINE 2:

“The organization follows the income tax standard regarding the recognition and measurement of uncertain tax positions, which clarifies the accounting for uncertainty in income taxes recognized in an entity's consolidated financial statements and prescribes a recognition threshold and measurement principles for the consolidated financial statement recognition and measurement of tax positions taken or expected to be taken on a tax return that are not certain to be realized. Management has determined that it does not have any material uncertain tax positions as of december 31, 2023 or 2022.”

Raw XML AppendixShowing 400 of 513 raw XML fields

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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IRS990/ReconcilationRevenueExpnssAmt0440889
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
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 APPOINTED TRUSTEES. THE APPOINTED TRUSTEES SHALL BE APPOINTED BY THE BOARD OF TRUSTEES OF WESTMINSTER-CANTERBURY OF WINCHESTER, INC.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION 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/SupportAmt0332345
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SHENANDOAH VALLEY WESTMINSTER CANTE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0332345
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/BeginningYearBalanceAmt01580065
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01777998
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0197933
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01868343
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01580065
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-288278
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01692784
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01868343
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0175559
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01574058
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01692784
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0118726
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01394206
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01574058
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0179852
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt067871
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.75160
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/ExplanationTxt1THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S CONSOLIDATED FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE CONSOLIDATED FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. MANAGEMENT HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 OR 2022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.24840
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt067871
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt016693
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt122975
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP FUND
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1EMPLOYEE EMERGENCY FUND
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt011
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt112
IRS990ScheduleI/RecipientTable/CashGrantAmt0332345
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE PART IV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SHENANDOAH VALLEY WESTMINSTER CANTERBURY
IRS990ScheduleI/RecipientTable/RecipientEIN0521266582
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0300 WESTMINSTER-CANTERBURY DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WINCHESTER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd022603
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION SUPPORTS WESTMINSTER CANTERBURY OF WINCHESTER ("WCW") PRIMARILY BY PROVIDING FINANCIAL ASSISTANCE TO THOSE RESIDENTS OF WCW THAT DEMONSTRATE FINANCIAL NEED, BY PROVIDNG SCHOLARSHIPS TO EMPLOYEES OR THEIR FAMILY MEMBERS, AND BY PROVIDING EMERGENCY ASSISTANCE TO EMPLOYEES. RESIDENTS 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/ExplanationTxt1THE PURPOSE OF THE GRANTS WERE TO FINANCE SEVERAL PROGRAMS BENEFITTING RESIDENTS OF SVWC IN ALL THREE LEVELS OF CARE. ADDITIONALLY, FINANCIAL ASSISTANCE IS PROVIDED TO RESIDENTS OF WESTMINSTER-CANTERBURY OF WINCHESTER THAT DEMONSTRATE FINANCIAL NEED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE I, PART II, LINE 1
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt013188
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt14429
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0277833
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1199315
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt09900
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt19900
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt055160
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt167384
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt06248
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/TotalCompensationRltdOrgsAmt0362329
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1281028
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION IS PAID BY A RELATED ORGANIZATION. COMPENSATION 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
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ONCE CLIFTONLARSONALLEN COMPLETES ITS WORK ON THE IRS FORM 990, IT SUBMITS A DRAFT TO THE CFO WHO REVIEWS AND UPLOADS A COPY TO THE BOARD PORTAL AND ALERTS THE BOARD MEMBERS IT IS AVAILABLE TO VIEW. FOUNDATION BOARD MEMBERS ARE INSTRUCTED TO CONTACT THE CFO WITH ANY QUESTIONS, COMMENTS OR CONCERNS THAT THEY MAY HAVE PRIOR TO FILING OF THE FORM WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/ExplanationTxt2COMPENSATION FOR THE CEO IS REVIEWED ANNUALLY AND COMPARED TO INDUSTRY STANDARDS BY SVWC'S COMPENSATION CONSULTANT AND BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. COMPENSATION FOR ALL SENIOR MANAGEMENT IS REVIEWED BY SVWC'S CEO, DIRECTOR OF HR, AND BY AN INDUSTRY SALARY CONSULTANT ON A QUARTERLY OR SEMI-ANNUAL BASIS. DOCUMENTATION ON DELIBERATION AND DECISION IS CONTAINED ON EITHER CEO'S COMPUTER FILES OR DIRECTOR OF HR COMPUTER FILES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023.
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/ExplanationTxt5TRANSFER FROM AFFILIATE -83,111.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OVERSIGHT AND SELECTION PROCESS IS UNCHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,329,440
Liabilities
$256,198
Net assets
$12,073,242
Revenue
$844,892
Expenses
$404,003
Net income
$440,889
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
2023Detailed filing. Detailed filing data is available for this year.$12.3$0.26$12.1$0.84$0.40$0.44
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
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