WESTMINSTER-CANTERBURY OF THE BLUE RIDGE

EIN: 521447069 501(c)(3) Human Services

CHARLOTTESVILLE, VA

Total Revenue
$50,103,594
Total Expenses
$44,243,329
Total Assets
$244,567,771
Net Assets
$68,586,671
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Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
VA
Principal Officer
DAVID BRUTON
Phone
4349723170
Tax Period
2024-07-01 to 2025-06-30

WESTMINSTER-CANTERBURY OF THE BLUE RIDGE, founded in 1985, is a mid-sized nonprofit in the Human Services sector that reported $50.1M in total revenue in fiscal year 2024. Expenses of $44.2M left a modest 12% surplus.

Mission

WESTMINSTER-CANTERBURY OF THE BLUE RIDGE'S MISSION IS TO PROVIDE A LIFECARE COMMUNITY OF VIBRANT LIVING DESIGNED TO MEET THE DYNAMIC NEEDS AND OPPORTUNITIES OF OLDER ADULTS.CONTINUED ON SCHEDULE OIN ADDITION TO THE OPERATION OF A LIFECARE RETIREMENT COMMUNITY, WCBR ESTABLISHED THE WESTMINSTER-CANTERBURY OF THE BLUE RIDGE FOUNDATION, A SUPPORTIVE CHARITABLE ORGANIZATION TO RAISE FUNDS FOR THE MISSION OF WESTMINSTER-CANTERBURY OF THE BLUE RIDGE.

Program Service Accomplishments

Program 1
Expenses: $35,820,695 Revenue: $48,231,227

DURING FY25, WCBR PROVIDED HOUSING, HEALTH CARE, ACTIVITIES, MEALS AND OTHER SERVICES FOR AN AVERAGE OF 466 INDIVIDUALS WHO ARE TYPICALLY AGE 62 OR OLDER. WCBR HAD A TOTAL AT THE END OF THE FISCAL...

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DURING FY25, WCBR PROVIDED HOUSING, HEALTH CARE, ACTIVITIES, MEALS AND OTHER SERVICES FOR AN AVERAGE OF 466 INDIVIDUALS WHO ARE TYPICALLY AGE 62 OR OLDER. WCBR HAD A TOTAL AT THE END OF THE FISCAL YEAR OF 281 INDEPENDENT LIVING ACCOMMODATIONS. RESIDENCES RANGE FROM 640-SQUARE FOOT APARTMENTS TO OVER 2,150-SQUARE FOOT COTTAGES WITH TWO-CAR GARAGES. THE AVERAGE NUMBER OF OCCUPIED INDEPENDENT LIVING UNITS IN FY25 WAS 271 (96%) WITH AN ADDITIONAL 100 SPOUSES OR SECOND PERSONS OCCUPYING THE SAME RESIDENCE. AVERAGE OCCUPANCY FOR THE 109 CARE AREA RESIDENCES WAS 80%. ACTIVITIES ARE PLENTIFUL, INCLUDING NUMEROUS CLUBS, COMMITTEES, LECTURES, LIFELONG LEARNING OPPORTUNITIES, ART CLASSES, GARDENING, EXERCISE PROGRAMS, SPIRITUAL SERVICES, SPECIAL EVENTS AND TRIPS THAT STIMULATE THE INTELLECT, PASSION AND INTEREST OF OUR RESIDENTS.

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Trantor Score

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

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $75,887
Program Service Revenue $47,462,702
Investment Income $1,796,480
Other Revenue $768,525
TOTAL REVENUE $50,103,594

Expense Breakdown

Grants Paid $0
Salaries & Benefits $20,903,123
Fundraising Expenses $333,174
Program Expenses $35,820,695
Other Expenses $23,340,206
TOTAL EXPENSES $44,243,329

Year-over-Year Comparison

2024 2023 Change
Revenue $50,103,594 $48,268,411 +0.0%
Expenses $44,243,329 $41,832,666 +0.1%
Net Income $5,860,265 $6,435,745 -0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
15
Independent Members
12
Employees
471
Volunteers
15

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
6
$1,127,035
Total Directors
15
$0
Key Employees
1
$257,323
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CAROL F HAM CHAIR 1.00
Officer Director
$0 $0 $0
DANIEL L OAKEY VICE CHAIR 1.00
Officer Director
$0 $0 $0
GLENN W RUST SECRETARY 1.00
Officer Director
$0 $0 $0
LEONE CIPORIN TRUSTEE 1.00
Director
$0 $0 $0
G KELLY EPLEE TRUSTEE 1.00
Director
$0 $0 $0
TERRY S FORBES TRUSTEE 1.00
Director
$0 $0 $0
JOHN FRANKLIN TRUSTEE 1.00
Director
$0 $0 $0
REBECCA HILL TRUSTEE 1.00
Director
$0 $0 $0
J BRIAN JACKSON TRUSTEE 1.00
Director
$0 $0 $0
DAVID M MALONEY TRUSTEE, EX OFFICIO 1.00
Director
$0 $0 $0
LAWRENCE J MARTIN TRUSTEE 1.00
Director
$0 $0 $0
JUSTIN MUTTER MD TRUSTEE 1.00
Director
$0 $0 $0
ROSS T THOMAS TRUSTEE 1.00
Director
$0 $0 $0
DAVID TRAUTMAN TRUSTEE 1.00
Director
$0 $0 $0
DAVID H WHITCOMB TRUSTEE 1.00
Director
$0 $0 $0
GARY B SELMECZI CEO/PRESIDENT(THRU 9/2024) 40.00
Officer
$473,532 $45,739 $519,271
TYLER KENDALL CEO/PRESIDENT(AS OF 7/2024) 40.00
Officer
$245,751 $20,500 $266,251
ANNA D BUCHANAN CFO/TREASURER 40.00
Officer
$295,816 $45,697 $341,513
JOHN KOVALESKI VP- OPERATIONS 40.00
Key Emp
$201,803 $55,520 $257,323
DEBBIE DESMOND VP-HR & OD 40.00
Highest
$192,120 $0 $192,120
DEIDRA MASSIE VP OF MARKETING 40.00
Highest
$165,883 $41,786 $207,669
BETHANIE CONSTANT VP MISSION ADVANCEMENT(THRU 2/2025) 4.00
Highest
$166,873 $33,428 $200,301
LEAH QUEEN HEALTH SERVICES ADMIN.(THRU 4/2025) 40.00
Highest
$148,086 $30,742 $178,828
ANTHONY MARBURY DIRECTOR OF INFORMATION TECHNOLOGY 40.00
Highest
$137,672 $0 $137,672
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
2025 $50,103,594 $44,243,329 $244,567,771 $5,860,265
2024 No data No data No data No data
2023 $44,056,365 $40,808,670 $211,020,907 $3,247,695
2022 $43,818,471 $38,246,930 $196,364,946 $5,571,541
2021 $40,646,104 $37,263,270 $207,106,257 $3,382,834
2020 $40,573,018 $36,887,504 $190,315,277 $3,685,514
2019 $38,631,804 $37,336,281 $190,164,445 $1,295,523
2018 $38,338,572 $35,317,438 $192,971,349 $3,021,134
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