WESTMINSTER-CANTERBURY OF THE BLUE RIDGE FOUNDATION (EIN 541882970) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

ANNA D BUCHANAN

Phone

4349723170

Tax Period

2022-07-01 to 2023-06-30

WESTMINSTER-CANTERBURY OF THE BLUE RIDGE FOUNDATION, founded in 1998, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.2M in total revenue in fiscal year 2017. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 61% operating margin.

Mission

SUPPORT, BENEFIT AND ENHANCE WELL-BEING AND QUALITY OF LIFE FOR RESIDENTS AND ASSOCIATES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $1,097,086

Program Service Revenue $0

Investment Income $942,951

Other Revenue $0

TOTAL REVENUE $2,040,037

Expense Breakdown

Grants Paid $188,629

Salaries & Benefits $0

Fundraising Expenses $141,116

Program Expenses $344,362

Other Expenses $544,454

TOTAL EXPENSES $733,083

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,040,037	$1,936,674	+0.1%
Expenses	$733,083	$733,263	0.0%
Net Income	$1,306,954	$1,203,411	+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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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

N/A

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

$1,010,508

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN N CULBERTSON	CHAIR	1.00	Officer Director	$0	$0	$0
DAVID M MALONEY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JAMES C GREENE	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
WILLIAM A BOSTA	TRUSTEE	1.00	Director	$0	$0	$0
REV CHARLES N GOLDSBOROUGH	TRUSTEE	1.00	Director	$0	$0	$0
JAMES P HOLDEN	TRUSTEE	1.00	Director	$0	$0	$0
ANGELICA D LIGHT	TRUSTEE	1.00	Director	$0	$0	$0
DENNIS S ROOKER	TRUSTEE, EX OFFICIO	1.00	Director	$0	$0	$0
CATHY SEDWICK	TRUSTEE	1.00	Director	$0	$0	$0
JULIE STAMM	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN A WELLS	TRUSTEE	1.00	Director	$0	$0	$0
ANNETTE GIBBS	TRUSTEE	1.00	Director	$0	$0	$0
GARY B SELMECZI	CEO/PRESIDENT	4.00	Officer	$0	$46,792	$580,764
BETHANIE CONSTANT	VP MISSION ADVANCEMENT/SECRETARY	40.00	Officer	$0	$33,376	$177,775
ANNA D BUCHANAN	CFO/TREASURER	4.00	Officer	$0	$25,851	$251,969

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,040,037	$733,083	$21,855,082	$1,306,954
2022	$1,936,674	$733,263	$19,154,018	$1,203,411
2021	$2,152,640	$759,388	$23,115,122	$1,393,252
2020	$2,384,402	$698,768	$17,104,515	$1,685,634
2019	$1,185,438	$616,450	$15,699,927	$568,988
2018	$2,164,948	$850,850	$15,415,674	$1,314,098

WESTMINSTER-CANTERBURY OF THE BLUE RIDGE FOUNDATION