WESTMINSTER CANTERBURY OF WINCHEST… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

GLORIA J SHILEY

Phone

5406650156

Tax Period

2023-01-01 to 2023-12-31

WESTMINSTER CANTERBURY OF WINCHESTER INC, founded in 1982, is a mid-sized nonprofit in the Human Services sector that reported $33.8M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

WESTMINSTER CANTERBURY OF WINCHESTER, INC. ("SVWC") IS A NOT-FOR-PROFIT, INTIMATE, CHURCH RELATED CONTINUING CARE RETIREMENT COMMUNITY THAT IS COMMITTED TO ENABLING RESIDENTS TO USE THEIR GIFTS FULLY, LIVE THEIR LIVES RICHLY, AND ENJOY WITH DIGNITY THE YEARS GOD HAS GIVEN THEM.

Program Service Accomplishments

Program 1

Expenses: $29,393,542 Revenue: $32,353,834

IN ADDITION TO SERVING RESIDENTS OF SVWC, THE CORPORATION PROVIDES MEETING SPACE FOR LOCAL NON-PROFITS AND CIVIC ORGANIZATIONS; HOSTS CERTAIN COMMUNITY EVENTS; DONATES MEDICAL SUPPLIES TO THE LOCAL FREE MEDICAL CLINIC; BUILDING SUPPLIES TO HABITAT FOR HUMANITY; PURCHASE AND PROVIDE BED LINENS FOR THE WINCHESTER AREA TEMPORARY THERMAL SHELTER DURING WINTER MONTHS; AND PROVIDE FUNDING TO MANY COMMUNITY AND NATIONAL ORGANZATIONS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $83,111

Program Service Revenue $32,353,834

Investment Income $1,321,302

Other Revenue $0

TOTAL REVENUE $33,758,247

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,316,008

Fundraising Expenses $273,693

Program Expenses $29,393,542

Other Expenses $16,021,579

TOTAL EXPENSES $33,337,587

Year-over-Year Comparison

	2023	2022	Change
Revenue	$33,758,247	$31,113,736	+0.1%
Expenses	$33,337,587	$29,473,128	+0.1%
Net Income	$420,660	$1,640,608	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

396

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$877,449

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
R ROB BOYD	TREASURER/SECRETARY	1.00	Officer Director	$0	$0	$0
REV DAN MCCOIG	CHAIRMAN	1.00	Officer Director	$0	$0	$0
CINDIA STEWART PHD	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARTIN TABAKA	BOARD MEMBER	1.00	Director	$0	$0	$0
PAT KOFALT	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY M WEBBER	BOARD MEMBER	1.00	Director	$0	$0	$0
COURTNEY WARNER	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN KAGEY CFP	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN DORSEY	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICIA BARNES	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA GIBSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DONALD GANSKE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN H ARMSTRONG	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK LORING	BOARD MEMBER	1.00	Director	$0	$0	$0
CLARE MONAHAN DAME	BOARD MEMBER	1.00	Director	$0	$0	$0
LIBBA PENDLETON	BOARD MEMBER	1.00	Director	$0	$0	$0
CARRIE DECKER	BOARD MEMBER	1.00	Director	$0	$0	$0
SYLVIA WILSON	BOARD MEMBER	1.00	Director	$0	$0	$0
BOB PUTTOCK	BOARD MEMBER	1.00	Director	$0	$0	$0
G JEANNIE SHILEY	PRESIDENT/ CEO	39.00	Officer	$297,269	$65,060	$362,329
DUANE A WERNECKE	CFO	39.00	Officer	$203,744	$77,284	$281,028
CHANDA PALMER	CHIEF OPERATING OFFICER	39.00	Officer	$176,458	$57,634	$234,092
JOHN FERRULLI	DIRECTOR OF IT	40.00	Highest	$168,333	$34,360	$202,693
MICHELLE THOMAS	DIRECTOR OF HEALTH SERVICES	40.00	Highest	$163,237	$24,175	$187,412
CYNTHIA HUNTER	DIRECTOR, HUMAN RESOURCES	40.00	Highest	$143,508	$33,857	$177,365
DONIELLE PALMER	DIRECTOR, RESIDENT SERVICES	40.00	Highest	$126,984	$15,580	$142,564
SHERRY HUDSON	DIRECTOR, FOUNDATION AND MKTG	40.00	Highest	$111,653	$32,150	$143,803

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$33,758,247	$33,337,587	$213,112,500	$420,660
2022	$31,113,736	$29,473,128	$142,821,645	$1,640,608
2021	$33,012,155	$28,581,895	$121,404,030	$4,430,260
2020	$27,557,994	$27,568,071	$117,704,168	$-10,077
2019	$26,632,582	$26,543,961	$114,182,300	$88,621
2018	$23,975,411	$25,574,083	$110,624,804	$-1,598,672

WESTMINSTER CANTERBURY OF WINCHESTER INC