WESTMINSTER-CANTERBURY OF THE BLUE… - 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

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 $2.0M in total revenue in fiscal year 2022. The organization ran a surplus of $1.3M, a strong 64% operating margin.

Mission

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.

Program Service Accomplishments

Program 1

Expenses: $231,760

FELLOWSHIP PROGRAM: DURING FISCAL YEAR 2023, THE FOUNDATION PROVIDED RESIDENTIAL FINANCIAL AID IN EXCESS OF $76,000 FOR RESIDENTS NEEDING ASSISTANCE WITH LIFECARE FEES AND OTHER MEDICAL...

FELLOWSHIP PROGRAM: DURING FISCAL YEAR 2023, THE FOUNDATION PROVIDED RESIDENTIAL FINANCIAL AID IN EXCESS OF $76,000 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.

Program 2

Expenses: $112,602

ASSOCIATE EMERGENCY ASSISTANCE PROGRAM: DURING FISCAL YEAR 2023, THE FOUNDATION PROVIDED MORE THAN $10,000 IN EMERGENCY FINANCIAL ASSISTANCE FOR ASSOCIATES OF WESTMINSTER-CANTERBURY OF THE BLUE...

ASSOCIATE EMERGENCY ASSISTANCE PROGRAM: DURING FISCAL YEAR 2023, THE FOUNDATION PROVIDED MORE THAN $10,000 IN EMERGENCY FINANCIAL ASSISTANCE FOR ASSOCIATES OF WESTMINSTER-CANTERBURY OF THE BLUE RIDGE.ASSOCIATE EDUCATION PROGRAM: DURING FISCAL YEAR 2023, THE FOUNDATION PROVIDED APPROXIMATELY $55,000 IN EDUCATIONAL FINANCIAL ASSISTANCE FOR ASSOCIATES OF WESTMINSTER-CANTERBURY OF THE BLUE RIDGE.HEALTH AND WELL-BEING PROGRAM: DURING FISCAL YEAR 2023, THE FOUNDATION PROVIDED APPROXIMATELY $47,000 IN HEALTH AND WELL-BEING PROGRAMS FOR RESIDENTS OF WESTMINSTER-CANTERBURY OF THE BLUE RIDGE.

🔒

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 (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

🔒

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

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