WESTMINSTER CANTERBURY ON CHESAPEA… - 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

1976

Legal Domicile

Principal Officer

J BENJAMIN UNKLE JR

Phone

7574961778

Tax Period

2023-10-01 to 2024-09-30

WESTMINSTER CANTERBURY ON CHESAPEAKE BAY, founded in 1976, is a mid-sized nonprofit in the Human Services sector that reported $71.6M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year.

Mission

THE MISSION OF WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY IS TO ESTABLISH, PROVIDE, MAINTAIN, OPERATE, MANAGE, CONTROL, OR REGULATE ONE OR MORE HEALTH CARE OR RESIDENTIAL SERVICES FOR OLDER ADULTS, INCLUDING PROVIDING SERVICES IN THE HOMES OF OLDER ADULTS AND ASSISTING OTHER ORGANIZATIONS PROVIDING THESE SAME SERVICES IN ACHIEVING GREATER EFFICIENCIES, AFFORDABILITY, OR QUALITY IN THE DELIVERY OF SUCH SERVICES.

Program Service Accomplishments

Program 1

Expenses: $43,069,843 Revenue: $60,838,576

INDEPENDENT LIVING, WHICH CONSISTS OF 423 APARTMENTS OFFERS DINING SERVICES, WEEKLY CLEANING & LINEN SERVICES, FITNESS ANDWELLNESS PROGRAMS, PLANNED ACTIVITIES & EXCURSIONS, TRANSPORTATION...

INDEPENDENT LIVING, WHICH CONSISTS OF 423 APARTMENTS OFFERS DINING SERVICES, WEEKLY CLEANING & LINEN SERVICES, FITNESS ANDWELLNESS PROGRAMS, PLANNED ACTIVITIES & EXCURSIONS, TRANSPORTATION TOSHOPPING, CHURCH, ENTERTAINMENT, AND ATHLETIC ACTIVITIES TO ACTIVEPEOPLE AGE 62 AND OLDER. ON SITE ACTIVITIES INCLUDE 2 SWIMMING POOLS, AFITNESS CENTER, A WOODWORKING SHOP, A WALK-IN CLINIC, AND DIRECT ACCESSTO THE CHESAPEAKE BAY. ASSISTED LIVING, WHICH CONSISTS OF 80 APARTMENTSINCLUDING A 14 BED DEMENTIA UNIT, IS AVAILABLE FOR RESIDENTS WITHSPECIAL NEEDS THAT MAY REQUIRE SUPERVISION OR ASSISTANCE WITH THEIRDAILY ROUTINE. THE COMMONWEALTH OF VIRGINIA LICENSES BOTH INDEPENDENTAND ASSISTED LIVING SERVICES AS AN ADULT CARE RESIDENCE. THE 108 BEDSKILLED NURSING HOME OFFERS SHORT-TERM REHABILITATION SERVICES TORESIDENTS AND THE GREATER COMMUNITY. RESIDENTS NEEDING LONG-TERMNURSING CARE ARE INVOLVED IN OUR MULTIFACETED LIFESTYLES AND ENGAGE INSTIMULATING EVENTS TAILORED TO A VARIETY OF INTERESTS AND ABILITIES.

Program 2

Expenses: $10,790,014 Revenue: $11,255,007

WESTMINSTER-CANTERBURY AT HOME, LLC PROVIDES MEDICARE-CERTIFIED HOME HEALTH SERVICES, HOME CARE (PRIVATE DUTY) SERVICES, AND MEDICARE-CERTIFIED HOSPICE SERVICES UTILIZING OUR TEAM OF EXPERIENCED...

WESTMINSTER-CANTERBURY AT HOME, LLC PROVIDES MEDICARE-CERTIFIED HOME HEALTH SERVICES, HOME CARE (PRIVATE DUTY) SERVICES, AND MEDICARE-CERTIFIED HOSPICE SERVICES UTILIZING OUR TEAM OF EXPERIENCED, WELL-TRAINED PROFESSIONALS CONSISTING OF PHYSICIANS, NURSES, AIDES, THERAPISTS, SOCIAL WORKERS, COUNSELORS AND VOLUNTEERS WHO PROVIDE MEDICAL CARE AND 24-HOUR SUPPORT SERVICES TO PATIENTS AND THEIR FAMILIES AT HOME, ON CAMPUS, AND THROUGHOUT HAMPTON ROADS.

Program 3

Expenses: $3,505,421 Revenue: $3,577,162

SENIOR OPTIONS, LLC CONTINUES THE MISSION OF WESTMINSTER-CANTERBURY BY HELPING NON-PROFIT ORGANIZATIONS PROVIDE QUALITY HOME AND COMMUNITY BASED SERVICES SUCH AS HOME HEALTH, HOME CARE, AND HOSPICE...

🔒

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 $0

Program Service Revenue $75,725,903

Investment Income $-4,162,895

Other Revenue $0

TOTAL REVENUE $71,563,008

Expense Breakdown

Grants Paid $0

Salaries & Benefits $38,481,574

Fundraising Expenses $0

Program Expenses $57,365,278

Other Expenses $36,893,486

TOTAL EXPENSES $75,375,060

Year-over-Year Comparison

	2023	2022	Change
Revenue	$71,563,008	$76,280,468	-0.1%
Expenses	$75,375,060	$70,210,078	+0.1%
Net Income	$-3,812,052	$6,070,390	-1.6%

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

1032

Volunteers

131

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

$1,733,727

Total Directors

Key Employees

$1,279,504

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA B SMITH	TRUSTEE, CHAIR	1.00	Officer Director	$0	$0	$0
JOHN D CAVANAUGH	TRUSTEE, VICE CHAIR	1.00	Officer Director	$0	$0	$0
BERNIE BOONE	TRUSTEE,SECRETARY	1.00	Officer Director	$0	$0	$0
CHARLES D ROBINSON III	TRUSTEE, TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD C BURROUGHS	TRUSTEE	1.00	Director	$0	$0	$0
GEORGE L COMPO	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS C CLINT DAMUTH	TRUSTEE	1.00	Director	$0	$0	$0
IAN HOLDER	TRUSTEE	1.00	Director	$0	$0	$0
RONALD C RIPLEY	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT TAYLOR	TRUSTEE	1.00	Director	$0	$0	$0
FATHER NOAH VAN NIEL	TRUSTEE	1.00	Director	$0	$0	$0
ALVIN A WALL	TRUSTEE	1.00	Director	$0	$0	$0
DR TERRY WHIBLEY	TRUSTEE	1.00	Director	$0	$0	$0
DR ARMISTEAD WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
DR GEORGE WONG	TRUSTEE	1.00	Director	$0	$0	$0
J BENJAMIN UNKLE JR	PRESIDENT/CEO	37.00	Officer	$1,128,462	$34,269	$1,162,731
DAVID MYERS	CFO/ASSISTANT TREASURER	37.00	Officer	$263,350	$20,342	$283,692
VICTORIA CRENSHAW	VP OF HEALTH AND RESIDENT	28.00	Officer	$266,803	$20,501	$287,304
ASHLEY ALLMAN	VP OF DEVELOPMENT AND MARK	39.00	Key Emp	$237,723	$33,097	$270,820
MARK BORST	VP OF DEVELOPMENT AND GENE	40.00	Key Emp	$210,067	$24,905	$234,972
JOAN PUNCH	PRESIDENT SENIOR OPTIONS AND WC @ HOME	40.00	Key Emp	$237,110	$18,891	$256,001
TIMOTHY TIVVIS	EXEC DIR/VP OPERATIONS	40.00	Key Emp	$211,941	$9,219	$221,160
ED LAWSON	SR. DIRECTOR OF IT	40.00	Key Emp	$266,217	$30,334	$296,551
MELINDA COLEY	SR. DIRECTOR OF FINANCE -	40.00	Highest	$182,895	$15,232	$198,127
TRACY AMET	SALES COUNSELOR	40.00	Highest	$231,350	$18,440	$249,790
MICHELLE BRIDGES	SR. DIR. BUS. DEV. - SENIO	40.00	Highest	$138,774	$26,896	$165,670
ELLEN DUCKWORTH	SALES DIRECTOR	40.00	Highest	$220,998	$18,683	$239,681
BRENDA ROSECRANS	SR DIRECTOR OF HUMAN RESOU	40.00	Highest	$171,640	$26,234	$197,874

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	$71,563,008	$75,375,060	$722,954,431	$-3,812,052
2024	$71,563,008	$75,375,060	$722,954,431	$-3,812,052
2023	$76,280,468	$70,210,078	$267,400,230	$6,070,390
2022	$69,359,074	$66,234,513	$237,063,062	$3,124,561
2021	$70,077,492	$64,847,675	$226,856,514	$5,229,817
2020	$63,905,836	$63,308,741	$182,720,329	$597,095
2019	$62,696,283	$60,613,729	$181,465,545	$2,082,554
2018	$56,772,670	$53,917,926	$178,422,047	$2,854,744

WESTMINSTER CANTERBURY ON CHESAPEAKE BAY