Civic Intelligence

Westminster-Canterbury Of

EIN 54-1882970 • 501(c)3 • Charlottesville, VA

Profile

The westminster-canterbury of the blue ridge foundation (wcbrf) was established in 1998 as a 501(c)(3), nonprofit organization to support the mission of westminster-canterbury of the blue ridge ("wcbr"). The mission of wcbrf is to support, benefit, and enhance the well-being and quality of life of our residents and associates.

250 Pantops Mtn RdCharlottesville, VA 22911

www.westminstercanterbury.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.19x

Higher debt load relative to revenue than 40% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$634,599

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 52.1% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

80th percentile

17%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-40%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$25,516,701

Up $3,661,619 (+17%) from 2023

Liabilities

Up

$233,528

Up $163,209 (+232%) from 2023

Net Assets

Up

$25,283,173

Up $3,498,410 (+16%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin88th percentile

Revenue

Down

$1,217,078

Down $822,959 (-40%) from 2023

Expenses

Down

$645,718

Down $87,365 (-12%) from 2023

Net Income

Down

$571,360

Down $735,594 (-56%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $9,398,815Liabilities 2011: $51,102Net Assets 2011: $9,347,7132011Assets 2012: $9,358,181Liabilities 2012: $74,801Net Assets 2012: $9,283,3802012Assets 2013: $10,647,164Liabilities 2013: $71,775Net Assets 2013: $10,575,3892013Assets 2014: $12,588,258Liabilities 2014: $72,542Net Assets 2014: $12,515,7162014Assets 2015: $12,681,570Liabilities 2015: $60,808Net Assets 2015: $12,620,7622015Assets 2016: $12,144,898Liabilities 2016: $52,687Net Assets 2016: $12,092,2112016Assets 2017: $14,546,411Liabilities 2017: $4,399Net Assets 2017: $14,542,0122017Assets 2018: $15,415,674Liabilities 2018: $283,986Net Assets 2018: $15,131,6882018Assets 2019: $15,699,927Liabilities 2019: $158,226Net Assets 2019: $15,541,7012019Assets 2020: $17,104,515Liabilities 2020: $194,410Net Assets 2020: $16,910,1052020Assets 2021: $23,115,122Liabilities 2021: $107,069Net Assets 2021: $23,008,0532021Assets 2022: $19,154,018Liabilities 2022: $99,343Net Assets 2022: $19,054,6752022Assets 2023: $21,855,082Liabilities 2023: $70,319Net Assets 2023: $21,784,7632023Assets 2024: $25,516,701Liabilities 2024: $233,528Net Assets 2024: $25,283,1732024

Highlighted filing

2024

Assets$25,516,701
Liabilities$233,528
Net Assets$25,283,173
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0Expenses 2011: $352,1542011Expenses 2012: $290,2152012Expenses 2013: $464,3722013Revenue 2014: $1,706,383Expenses 2014: $574,518Net Income 2014: $1,131,8652014Revenue 2015: $1,511,694Expenses 2015: $558,995Net Income 2015: $952,6992015Revenue 2016: $993,458Expenses 2016: $560,712Net Income 2016: $432,7462016Revenue 2017: $1,463,375Expenses 2017: $532,708Net Income 2017: $930,6672017Revenue 2018: $2,164,948Expenses 2018: $850,850Net Income 2018: $1,314,0982018Revenue 2019: $1,185,438Expenses 2019: $616,450Net Income 2019: $568,9882019Revenue 2020: $2,384,402Expenses 2020: $698,768Net Income 2020: $1,685,6342020Revenue 2021: $2,152,640Expenses 2021: $759,388Net Income 2021: $1,393,2522021Revenue 2022: $1,936,674Expenses 2022: $733,263Net Income 2022: $1,203,4112022Revenue 2023: $2,040,037Expenses 2023: $733,083Net Income 2023: $1,306,9542023Revenue 2024: $1,217,078Expenses 2024: $645,718Net Income 2024: $571,3602024

Highlighted filing

2024

Revenue$1,217,078
Expenses$645,718
Net Income$571,360
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,516,701
Liabilities
$233,528
Net assets
$25,283,173
Revenue
$1,217,078
Expenses
$645,718
Net income
$571,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.5$0.23$25.3$1.22$0.65$0.57
2023Detailed filing. Detailed filing data is available for this year.$21.9$0.07$21.8$2.04$0.73$1.31
2022Detailed filing. Detailed filing data is available for this year.$19.2$0.10$19.1$1.94$0.73$1.20
2021Detailed filing. Detailed filing data is available for this year.$23.1$0.11$23.0$2.15$0.76$1.39
2020Detailed filing. Detailed filing data is available for this year.$17.1$0.19$16.9$2.38$0.70$1.69
2019Detailed filing. Detailed filing data is available for this year.$15.7$0.16$15.5$1.19$0.62$0.57
2018Detailed filing. Detailed filing data is available for this year.$15.4$0.28$15.1$2.16$0.85$1.31
2017Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$1.46$0.53$0.93
2016Detailed filing. Detailed filing data is available for this year.$12.1$0.05$12.1$0.99$0.56$0.43
2015Detailed filing. Detailed filing data is available for this year.$12.7$0.06$12.6$1.51$0.56$0.95
2014Detailed filing. Detailed filing data is available for this year.$12.6$0.07$12.5$1.71$0.57$1.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.07$10.6$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.36$0.07$9.28$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.40$0.05$9.35$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 30, 2025
Return Version
2023v6.0
Gross Receipts
$1,574,359
Mission and Program Overview

Mission

The westminster-canterbury of the blue ridge foundation was established in 1998 as a 501(c)(3), nonprofit organization to support the mission of westminster-canterbury of the blue ridge ("wcbr"). The foundation's mission is to gather private support for wcbr's charitable activities, including the fellowship fund, which provides confidential financial assistance to residents in need.

Support, benefit and enhance well-being and quality of life for wcbr residents and associates.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$21,855,082$25,376,512▲ $3,521,430
Cash and Non-Interest-Bearing Accounts-$60,348-
Pledges and Grants Receivable-$50,000-
Savings and Temporary Cash Investments-$29,841-
Total Assets$21,855,082$25,516,701▲ $3,661,619
Liabilities
Other Liabilities$36,730$233,528▲ $196,798
Unsecured Notes Loans Payable$33,589$0▼ $33,589
Total Liabilities$70,319$233,528▲ $163,209
Net Assets / Fund Balance
Net Assets With Donor Restrictions$13,740,732$15,998,714▲ $2,257,982
Net Assets Without Donor Restrictions$8,044,031$9,284,459▲ $1,240,428
Total Net Assets Fund Balance$21,784,763$25,283,173▲ $3,498,410
Total Liabilities and Net Assets / Fund Balance$21,855,082$25,516,701▲ $3,661,619

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,070--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,093,563$3,000--$2,096,563
2022$1,486,968$606,595--$2,093,563
2021$1,464,868$22,100--$1,486,968
2020$1,462,368$2,500--$1,464,868
2019$961,368$501,000--$1,462,368
Compensation and Service Providers
Top Officer Pay88th percentile

Board Members and Trustees

NameTitle
David M MaloneyChair
Allison Agarwal NovakWcbr Chair, Ex Officio
Gary B SelmecziCEO/president
Angelica D LightVice Chair
Annette GibbsTrustee
James P HoldenTrustee
Julie StammTrustee
Rev Charles N GoldsboroughTrustee
William a BostaTrustee
Anna D BuchananCFO/treasurer
Bethanie ConstantVP Mission Advancement/sec
Revenue and Support

Revenue Composition

Contributions and Grants
$1,060,929
Program Service Revenue
$0
Investment Income
$156,149
Other Revenue
$0
All Other Contributions
$1,060,929
Change in Net Assets
$571,360

Audited Revenue Reconciliation

Revenue per Audited Statements
$413,573
Revenue Not Reported on Financial Statements
$803,505
Revenue Not Reported on Form 990
$1,472,573
Other Revenue Adjustments
$803,505
Total Revenue per Audited Statements
$1,886,146
Total Revenue per Form 990
$1,217,078
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$403,235
Grants and Similar Amounts Paid$242,483
Total Fundraising Expense$111,107
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$242,660$111,107$353,767
Grants to Domestic Individuals$173,754--$173,754
Grants to Domestic Orgs$68,729--$68,729
Fees for Services Management$41,456--$41,456
Other Expenses$3,124--$3,124
Total Functional Expenses$291,951$242,660$111,107$645,718

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$645,718
Total Expenses per Audited Statements$645,718
Total Expenses per Form 990$645,718
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Westminster-canterbury of the Blue RidgeCharlottesville, VA501(c)(3)Fellowship Assistance$68,729
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 Westminster Canterbury$204,008
Annuity Payment Liabilities$29,520
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 A, Line 1A

“The executive committee may act on behalf of the full board and shall have and exercise the authority of the board in the management of the business and affairs of the foundation during the interim periods between meetings.”

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

“Both ceo and cfo conduct a complete review of form 990. Management provides a copy of form 990 to the board for its review and comment prior to filing.”

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

“All board members and officers complete a conflict of interest statement yearly.”

Form 990, Part VI, Section B, Line 15

“A compensation review for the ceo is performed at a minimum, every three years by an independent consultant and provided to the wcbr corporate board of trustees for review and action. The consultant completes a market comparison with other ceo positions that have similar responsibility to others in the area, the state and nationwide. The board chair documents the decision and action to be taken. The process described here was last completed in 2023.”

Form 990, Part VI, Section C, Line 18

“The organization makes its form 1023 and form 990 available upon request.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, disclosure statements and financial statements are available upon request. Quarterly financial statements and the audit are posted on emma.”

Filing and Contact Details

Filer

Filer Name
Westminster-canterbury of
EIN
54-1882970
Phone
4349723170
Address
250 PANTOPS MTN RD, CHARLOTTESVILLE, VA 22911

Signing Officer

Name
Anna D Buchanan
Title
CFO and Treasurer
Phone
4349723170
Signed
2025-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anna D Buchanan
Formed
1998
Legal Domicile
Va
Voting Board Members
9
Independent Board Members
4
Employees
0
Volunteers
55

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
Katherine a Warlick
Phone
7049985200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Development: program service expenses 0. Management and general expenses 242,660. Fundraising expenses 111,107. Total expenses 353,767.”

FORM 990, PART XI, LINE 9:

“Other change to purpose restricted net assets -209,305.”

Form 990, Part XII, Line 2C

“There was no change from the prior year in the oversight of selecting an independent auditor or the general oversight of the audit process.”

Financial Statement Notes

PART V, LINE 4:

“Endowment assets include those assets of donor-restricted funds that the foundation must hold in perpetuity or for a donor-specified period. Governed by policy, as approved by the board of trustees, the endowment assets are invested in a manner that is intended to preserve and grow capital and strive for consistent absolute returns.”

PART X, LINE 2:

“The foundation's income tax returns are subject to review and examination by federal and state authorities. The foundation is not aware of any activities that would jeopardize its tax-exempt status. The foundation is not aware of any activities that are subject to tax on unrelated business income and excise or other taxes. The foundation follows guidance in the income tax standard regarding the recognition and measurement of uncertain tax positions. The implementation has had no impact on the foundation's financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Unrestricted - change in unrealized gains on investments 1,403,844. Unrestricted - net assets released from restrictions 68,729.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Purpose restricted contributions 726,039. Purpose restricted investment income 74,466. Perpetually restricted contributions 3,000.”

Raw XML AppendixShowing 400 of 567 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT, BENEFIT AND ENHANCE WELL-BEING AND QUALITY OF LIFE FOR WCBR RESIDENTS AND ASSOCIATES.
IRS990/AllOtherContributionsAmt01060929
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ANNA BUCHANAN
IRS990/BooksInCareOfDetail/PhoneNum04349723170
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0250 PANTOPS MOUNTAIN ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTESVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022911
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/EOYAmt060348
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01060929
IRS990/CYGrantsAndSimilarPaidAmt0242483
IRS990/CYInvestmentIncomeAmt0156149
IRS990/CYOtherExpensesAmt0403235
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0571360
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0645718
IRS990/CYTotalFundraisingExpenseAmt0111107
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01217078
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0FELLOWSHIP PROGRAM: DURING FISCAL YEAR 2024, THE FOUNDATION PROVIDED RESIDENTIAL FINANCIAL AID IN EXCESS OF $68,000 FOR RESIDENTS NEEDING ASSISTANCE WITH LIFECARE FEES AND OTHER MEDICAL EXPENSES.GENERAL SUPPORT: DURING THE YEAR, THE FOUNDATION ALSO PROVIDED SUPPORT TO ITS SUPPORTED ORGANIZATION, WCBR, IN DIRECT SUPPORT OF ITS CHARITABLE ACTIVITIES, INCLUDING RESIDENT LIFE ENRICHMENT PROGRAMMING, MEMORY SUPPORT PROGRAMS, PASTORAL CARE, TRAINING AND EDUCATION OF WCBR EMPLOYEES, AND RECOGNITION OF EXCELLENT WCBR EMPLOYEE SERVICE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt013740732
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt015998714
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0118197
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt041456
IRS990/FeesForServicesManagementGrp/TotalAmt041456
IRS990/FeesForServicesOtherGrp/FundraisingAmt0111107
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0242660
IRS990/FeesForServicesOtherGrp/TotalAmt0353767
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt104.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt049843
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt929893
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1027974
IRS990/Form990PartVIISectionAGrp/PersonNm0GARY B SELMECZI
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID M MALONEY
IRS990/Form990PartVIISectionAGrp/PersonNm2ANGELICA D LIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm3ALLISON AGARWAL NOVAK
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM A BOSTA
IRS990/Form990PartVIISectionAGrp/PersonNm5ANNETTE GIBBS
IRS990/Form990PartVIISectionAGrp/PersonNm6REV CHARLES N GOLDSBOROUGH
IRS990/Form990PartVIISectionAGrp/PersonNm7JAMES P HOLDEN
IRS990/Form990PartVIISectionAGrp/PersonNm8JULIE STAMM
IRS990/Form990PartVIISectionAGrp/PersonNm9BETHANIE CONSTANT
IRS990/Form990PartVIISectionAGrp/PersonNm10ANNA D BUCHANAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0584756
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9149718
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10232140
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3WCBR CHAIR, EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP MISSION ADVANCEMENT/SEC
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO/TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-357281
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt068729
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0173754
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0173754
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt068729
IRS990/GrantsToDomesticOrgsGrp/TotalAmt068729
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01574359
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt010
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0513430
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0513430
IRS990/InvestmentInJointVentureInd01
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt021855082
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt025376512
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0357281
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE WESTMINSTER-CANTERBURY OF THE BLUE RIDGE FOUNDATION (WCBRF) WAS ESTABLISHED IN 1998 AS A 501(C)(3), NONPROFIT ORGANIZATION TO SUPPORT THE MISSION OF WESTMINSTER-CANTERBURY OF THE BLUE RIDGE ("WCBR"). THE MISSION OF WCBRF IS TO SUPPORT, BENEFIT, AND ENHANCE THE WELL-BEING AND QUALITY OF LIFE OF OUR RESIDENTS AND ASSOCIATES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt021784763
IRS990/NetAssetsOrFundBalancesEOYAmt025283173
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-357281
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-357281
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03136355
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt08044031
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09284459
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-209305
IRS990/OtherExpensesGrp/Desc0BOARD-DESIGNATED PROJEC
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/ProgramServicesAmt04888
IRS990/OtherExpensesGrp/ProgramServicesAmt13124
IRS990/OtherExpensesGrp/TotalAmt04888
IRS990/OtherExpensesGrp/TotalAmt13124
IRS990/OtherLiabilitiesGrp/BOYAmt036730
IRS990/OtherLiabilitiesGrp/EOYAmt0233528
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt050000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ANNA D BUCHANAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0DURING FISCAL YEAR 2024, THE FOUNDATION PROVIDED MORE THAN $18,000 IN ASSOCIATE SUPPORT TO INCLUDE EMERGENCY ASSISTANCE, A FOOD PANTRY, AND REWARD AND RECOGNITION FOR ASSOCIATES OF WCBR.THE FOUNDATION'S THOMAS EDUCATION AND WORKFORCE DEVELOPMENT FUND PROVIDED OVER $45,000 IN EDUCATIONAL FINANCIAL ASSISTANCE AND OVER $22,000 IN STUDENT LOAN REPAYMENT FUNDS TO WCBR ASSOCIATES IN FISCAL YEAR 2024.THE FOUNDATION'S HEALTH AND WELL-BEING ACROSS THE CONTINUUM FUND PROVIDED APPROXIMATELY $108,000 IN FISCAL YEAR 2024 FOR INNOVATIVE AND BEST-PRACTICE SOLUTIONS TO HEALTH AND WELL-BEING NEEDS. OFFERINGS INCLUDED SPECIALIZED FITNESS CLASSES; STIMULATING SOCIAL, CULTURAL, ART, AND PERFORMANCE ACTIVITIES; LIFELONG LEARNING EDUCATIONAL CLASSES; A COMPREHENSIVE LIBRARY; SPIRITUAL CARE; RECREATIONAL, MUSIC, AND ART THERAPY; AND MUCH MORE. THIS FUND ALSO PROVIDED FLEXIBLE SUPPORT TO ADDRESS NEW OR CHANGING HIGH PRIORITY NEEDS SO WE CAN BEST CARE FOR OUR RESIDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0173754
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0173754
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01097086
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0188629
IRS990/PYInvestmentIncomeAmt0942951
IRS990/PYOtherExpensesAmt0544454
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01306954
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0733083
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02040037
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0571360
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt029841
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/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0521447069
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt068729
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WESTMINSTER-CANTERBURY OF THE BLUE RIDGE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt068729
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/BeginningYearBalanceAmt02093563
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02096563
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01486968
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0606595
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02093563
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01464868
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt022100
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01486968
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01462368
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01464868
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0961368
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0501000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01462368
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0645718
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt029520
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1204008
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY PAYMENT LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO WESTMINSTER CANTERBURY
IRS990ScheduleD/OtherRevenueAmt01472573
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0803505
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt025214267
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1160175
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt22070
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1GIFT ANNUITY INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CHARITABLE REMAINDER TRUSTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt01472573
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0803505
IRS990ScheduleD/RevenueSubtotalAmt0413573
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE FOUNDATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD. GOVERNED BY POLICY, AS APPROVED BY THE BOARD OF TRUSTEES, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRESERVE AND GROW CAPITAL AND STRIVE FOR CONSISTENT ABSOLUTE RETURNS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME AND EXCISE OR OTHER TAXES. THE FOUNDATION FOLLOWS GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE IMPLEMENTATION HAS HAD NO IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2UNRESTRICTED - CHANGE IN UNREALIZED GAINS ON INVESTMENTS 1,403,844. UNRESTRICTED - NET ASSETS RELEASED FROM RESTRICTIONS 68,729.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3PURPOSE RESTRICTED CONTRIBUTIONS 726,039. PURPOSE RESTRICTED INVESTMENT INCOME 74,466. PERPETUALLY RESTRICTED CONTRIBUTIONS 3,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt025376512
IRS990ScheduleD/TotalExpensesPerForm990Amt0645718
IRS990ScheduleD/TotalLiabilityAmt0233528
IRS990ScheduleD/TotalRevenuePerForm990Amt01217078
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01886146
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0645718
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt045831
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt112747
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2108597
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ASSOCIATE EDUCATION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1ASSOCIATE EMERGENCY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2HEALTH AND WELL-BEING (SEE DESCRIPTION IN PART IV)
IRS990ScheduleI/RecipientTable/CashGrantAmt068729
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FELLOWSHIP ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WESTMINSTER-CANTERBURY OF THE BLUE RIDGE
IRS990ScheduleI/RecipientTable/RecipientEIN0521447069
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0250 PANTOPS MOUNTAIN RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHARLOTTESVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd022911
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FELLOWSHIP ASSISTANCE IS DESIGNED TO PRESERVE THE DIGNITY, SAFETY, AND SECURITY OF RESIDENTS BY AFFORDING THEM THE OPPORTUNITY TO REMAIN RESIDENTS OF WCBR IN THE EVENT THEY HAVE OUTLIVED THEIR RESOURCES, TO ASSIST THEM WITH UNANTICIPATED AND COMPELLING FINANCIAL NEEDS, AND TO ASSIST A SMALL NUMBER OF DESERVING PROSPECTIVE RESIDENTS WITH THE PAYMENT OF ENTRANCE FEES. FELLOWSHIP PROGRAM GUIDELINES GOVERN THE ADMINISTRATION OF THE FELLOWSHIP PROGRAM AND ARE DESIGNED TO ENSURE THE RESPONSIBLE AND EQUITABLE MANAGEMENT OF THE PROGRAM. THE GUIDELINES STIPULATE QUALIFYING CONDITIONS FOR CANDIDATES REQUESTING FINANCIAL ASSISTANCE AND OUTLINE THE APPROPRIATE STEPS FOLLOWED BY MANAGEMENT IN ITS ADMINISTRATION OF THE PROGRAM. FELLOWSHIP GUIDELINES, WHICH ARE AVAILABLE UPON REQUEST BY ANY WCBR RESIDENT (OR POA), ARE PERIODICALLY REVIEWED AND ANY REVISIONS TO THE POLICY REQUIRE BOARD APPROVAL. ACCOUNTING BOOKS AND RECORDS, WHICH UNDERGO ANNUAL AUDITS, SUPPORT ALL FINANCIAL ASSISTANCE GRANTS MADE THROUGH THE FELLOWSHIP PROGRAM. DECISIONS REGARDING NEW GRANTS FOR FELLOWSHIP ASSISTANCE ARE MADE BY THE RESPECTIVE COMMITTEE WHICH MAY INCLUDE THE DIRECTOR-RESIDENT SERVICES, VP-DEVELOPMENT, VP-MARKETING, AND THE CFO. SIMILARLY, THE ASSOCIATE EDUCATION AND EMERGENCY ASSISTANCE PROGRAMS ARE GOVERNED BY PROGRAM GUIDELINES WHICH DEFINE ELIGIBILITY REQUIREMENTS AND APPROPRIATE USES OF FUNDS. BOTH PROGRAMS REQUIRE APPLICATIONS FOR ASSISTANCE WHICH ARE REVIEWED AND ADMINISTERED BY THE HUMAN RESOURCES FUNCTION OF WCBR. DECISIONS TO AWARD NEW GRANTS FOR ASSOCIATE EDUCATION OR EMERGENCY ASSISTANCE ARE MADE BY A COMMITTEE OF THE VP-HUMAN RESOURCES, VP-DEVELOPMENT, AND THE CEO.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1AS NOTED IN FORM 990, PART III, LINE 4B, THE ORGANIZATION PROVIDED PROGRAMS DURING THE YEAR THAT PROMOTED THE HEALTH AND WELL-BEING OF THE WESTMINSTER-CANTERBURY OF THE BLUE RIDGE COMMUNITY. THE PROGRAM BENEFITS THE WHOLE COMMUNITY, NOT JUST INDIVIDUAL RESIDENTS. THE TOTAL NUMBER OF RESIDENTS AVAILING THEMSELVES OF THESE PROGRAMS CANNOT BE DETERMINED WITH SPECIFICITY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE I, PART III - HEALTH AND WELL-BEING PROGRAMS
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0105121
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0337993
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1230016
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2148857
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt025794

Document Assets

No mirrored PDF or thumbnail assets are attached yet.