2026-08-17T10:34:04+00:00 2025-09-30 331498605 PLANTE & MORAN PLLC 995 YARD STREET SUITE 450 GRANDVIEW HEIGHTS OH 43212 990 2024-10-01 541327568 THE BALLENTINE HOME CORPORATION BALL 7574961778 3100 SHORE DRIVE VIRGINIA BEACH VA 23451 J BENJAMIN UNKLE JR PRESIDENT/CEO 7574961778 2026-08-17 true true AMY TOPALOV CPA P00796388 6148493000 2026-08-17 2024 2025-03-06 01:10:19Z J BENJAMIN UNKLE JR 3100 SHORE DRIVE VIRGINIA BEACH VA 23451 200771 false X WWW.WCBAY.COM X 1985 VA TO ESTABLISH AND OPERATE RETIREMENT COMMUNITIES AND TO PROVIDE RELATED SERVICES 4 4 0 6 0 0 0 181295 112865 45502 53102 0 34804 226797 200771 0 0 0 0 47752 0 0 0 0 1339265 214263 1387017 214263 -1160220 -13492 9403821 7303314 2087015 0 7316806 7303314 TO ESTABLISH AND OPERATE RETIREMENT COMMUNITIES AND TO PROVIDE RELATED SERVICES false false 208075 0 112865 BIRDSONG TABLETS - SOFTWARE TO IMPROVE SENIOR COGNITIVE SKILLS 208075 true false false false false false false false false true false false false true false true false true false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false true 0 0 0 false false false false false false false false false false false false X 4 4 false false false false true true true true true false false false true true true true true true false false false false X DAVID B MYERS CFO 7574961778 3100 SHORE DRIVE VIRGINIA BEACH VA 23451 ALVIN A WALL CHAIR 1.0 2.0 X X 0 0 0 LISA B SMITH SECRETARY/TREASURER - PART YEAR 1.0 2.0 X X 0 0 0 RICHARD C BURROUGHS SECRETARY/TREASURER 1.0 2.0 X X 0 0 0 CHARLES D ROBISON III TRUSTEE - PART YEAR 1.0 2.0 X 0 0 0 IAN HOLDER TRUSTEE 1.0 2.0 X 0 0 0 JOHN D CAVANAUGH TRUSTEE 1.0 3.0 X 0 0 0 DAVID MYERS CFO 1.0 39.0 X 0 427192 22774 J BENJAMIN UNKLE JR PRESIDENT/CEO (**SEE STATEMENT) 1.0 39.0 X 0 548969 28045 0 976161 50819 0 false true false 0 0 BIRDSONG SUPPORT 900099 112865 112865 0 0 0 0 112865 53102 53102 0 0 0 0 SETTLEMENTS 900099 34804 34804 0 0 0 0 34804 200771 112865 0 87906 X 1895 1895 325 325 109637 109637 0 0 726 726 2692 2692 550 550 BIRDSONG TABLET COSTS 61165 61165 BIRDSONG WRITE OFF 37273 37273 0 0 0 0 214263 208075 6188 0 330848 462130 9034138 71259 0 0 0 0 1562 0 0 0 37273 0 0 0 0 6769925 9403821 7303314 2087015 0 0 0 0 0 2087015 0 X 7316806 7303314 7316806 7303314 9403821 7303314 -13492 0 X false true true false X X 1 WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY 541071734 9 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false 3417508 53400 304043 254707 3520244 2750451 667057 3417508 2520473 229978 2750451 3185535 -665062 2520473 2763373 422162 3185535 0.0906 0.6652 0.2442 false true true INTERCOMPANY RECEIVABLES 6769925 6769925 0 X 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE D, PART V, LINE 3A(II) ENDOWMENT FUND THE ENDOWMENT IS HELD BY WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY FOUNDATION. THE AMOUNTS SHOWN ARE REPRESENTATIVE OF THE ENDOWMENT HELD ON THE FOUNDATION'S BOOKS. THE ENDOWMENT IS PAID OUT TO RELATED ORGANIZATIONS FOR VARIOUS SUPPORT. SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS TO SUPPORT THE MISSION OF WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY. SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE BALLENTINE HOME CORPORATION IS A NOTFORPROFIT ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). BALLENTINE FILES AS A TAXEXEMPT ORGANIZATION. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE TAXEXEMPT STATUS OF BALLENTINE. MANAGEMENT IS NOT AWARE OF ANY SIGNIFICANT ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES FOR BALLENTINE. BALLENTINE HAS ADOPTED GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE IMPLEMENTATION HAS HAD NO IMPACT ON BALLENTINE'S FINANCIAL STATEMENTS. false true false false false false false false false DAVID MYERS CFO 0 284902 0 142290 0 0 0 13800 0 8974 0 449966 0 0 J BENJAMIN UNKLE JR PRESIDENT/CEO (**SEE STATEMENT) 0 367805 0 110012 0 71152 0 13800 0 14245 0 577014 0 0 SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION COMPENSATION IS PAID BY WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY, A RELATED ORAGNIZATION. THE POLICY OF THE ORGANIZATION IS TO SET COMPENSATION AT MARKET PAY FOR ALL EMPLOYEES WHO ARE FULLY COMPETENT IN THEIR POSITIONS. MARKET PAY IS DETERMINED BY INDEPENDENT, OUTSIDE EXPERTS. ADDITIONALLY, A SUBSTANTIAL PORTION OF THE PRESIDENT AND CEO'S COMPENSATION IS ATRISK PAY LINKED TO SPECIFIC GOALS AND RESULTS. ADDITIONALLY, THE BOARD PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) FOR THE CEO CONTINGENT IN PART UPON LONGEVITY OF EMPLOYMENT TO ENCOURAGE RETENTION. TO DETERMINE COMPENSATION FOR THE PRESIDENT AND CEO, THE BOARD'S EXECUTIVE COMMITTEE, ACTING AS A PERSONNEL COMMITTEE, ENGAGES AN INDEPENDENT CONSULTANT WHO SPECIALIZES IN EXECUTIVE COMPENSATION. THE INDEPENDENT CONSULTANT PROVIDES THE EXECUTIVE COMMITTEE COMPENSATION DATA REPRESENTING COMPARABLE POSITIONS IN ORGANIZATIONS OF SIMILAR INDUSTRIES WITH SIMILAR REVENUE AND BUDGET SIZE. THE EXECUTIVE COMMITTEE USES THIS INFORMATION AND THE RECOMMENDATIONS OF THE INDEPENDENT CONSULTANT AS THE BASIS FOR SETTING COMPENSATION. SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN INCLUDED IN THE COMPENSATION OF J. BENJAMIN UNKLE, JR. IS $71,152 FROM A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). FOR DETAILS OF HOW THE ORGANIZATION SETS COMPENSATION, PLEASE SEE THE DESCRIPTION IN THE NOTE FOR PART I, LINE 3. SCHEDULE J, PART II, COLUMN (B)(II) IN THE PRIOR YEAR, THE CEO'S COMPENSATION EXCEEDED HISTORICAL AMOUNTS DUE TO THE VESTING OF A RETENTION BONUS. THIS BONUS WAS STRATEGICALLY IMPLEMENTED TO SAFEGUARD THE ORGANIZATION DURING A CRITICAL PHASE OF EXPANSION, WHICH INVOLVED OVER $400 MILLION IN BORROWING AND INVESTMENT. GIVEN THE CEO'S EXTENSIVE EXPERIENCE LEADING LARGE, MULTICAMPUS SENIOR LIVING OPERATIONS AND THE INTEREST EXPRESSED BY OTHER ORGANIZATIONS IN RECRUITING FOR SIMILAR ROLES, RETAINING THIS LEADERSHIP WAS CONSIDERED ESSENTIAL TO ENSURING THE SUCCESS OF THE ORGANIZATION'S GROWTH INITIATIVES. THE RETENTION BONUS DETAILS WERE EVALUATED FOR MARKET COMPETITIVENESS IN ACCORDANCE WITH THE COMPENSATION REVIEW POLICY AND RECEIVED BOARD APPROVAL. FORM 990, PART VI, LINE 15 PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL THE POLICY OF THE ORGANIZATION IS TO SET COMPENSATION AT MARKET PAY FOR ALL EMPLOYEES WHO ARE FULLY COMPETENT IN THEIR POSITIONS. MARKET PAY IS DETERMINED BY INDEPENDENT, OUTSIDE EXPERTS. ADDITIONALLY, A SUBSTANTIAL PORTION OF THE PRESIDENT AND CEO'S COMPENSATION IS ATRISK PAY LINKED TO SPECIFIC GOALS AND RESULTS. ADDITIONALLY, THE BOARD PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) FOR THE CEO TO ENCOURAGE RETENTION. TO DETERMINE COMPENSATION FOR THE PRESIDENT AND CEO, THE BOARD'S EXECUTIVE COMMITTEE, ACTING AS A PERSONNEL COMMITTEE, ENGAGES AN INDEPENDENT CONSULTANT WHO SPECIALIZES IN EXECUTIVE COMPENSATION. THE INDEPENDENT CONSULTANT PROVIDES THE EXECUTIVE COMMITTEE COMPENSATION DATA REPRESENTING COMPARABLE POSITIONS IN ORGANIZATIONS OF SIMILAR INDUSTRIES WITH SIMILAR REVENUE AND BUDGET SIZE. THE EXECUTIVE COMMITTEE USES THIS INFORMATION AND THE RECOMMENDATIONS OF THE INDEPENDENT CONSULTANT AS A BASIS FOR SETTING COMPENSATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS THE FILING ORGANIZATION'S SOLE MEMBER IS WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY. FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY THE ORGANIZATION'S SOLE MEMBER, WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY, HAS THE POWER TO ELECT OR REMOVE ALL MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY IS THE SOLE MEMBER OF THE ORGANIZATION AND HAS THE AUTHORITY TO APPROVE CERTAIN DECISIONS OF THE GOVERNING BODY. SUCH DECISIONS INCLUDE THE ELECTION OR REMOVAL OF MEMBERS OF THE GOVERNING BODY, AMENDMENTS TO THE ARTICLES OF INCORPORATION OR BYLAWS, DISSOLUTION OF THE ORGANIZATION, AND OTHER MATTERS RESERVED TO THE SOLE MEMBER UNDER THE ORGANIZATION'S GOVERNING DOCUMENTS. FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY THE FORM 990 IS REVIEWED BY MANAGEMENT AND A COPY OF THE RETURN SUBSEQUENT TO THAT REVIEW, IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY EMPLOYEES IN LEADERSHIP POSITIONS AND INDIVIDUALS WHO SERVE ON THE BOARD OF TRUSTEES ARE ASKED TO READ OUR CONFLICT OF INTEREST POLICY AND COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. IF ANY POTENTIAL CONFLICTS ARE DISCLOSED IN THE ANNUAL QUESTIONNAIRE, THE SITUATION IS REVIEWED WITH THE PRESIDENT AND THE CHAIR OF THE BOARD. EMPLOYEES IN LEADERSHIP POSITIONS AND BOARD MEMBERS ALSO HAVE AN ONGOING DUTY TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST THAT ARISES DURING THE YEAR. IF NECESSARY, BOARD MEMBERS RECUSE THEMSELVES FROM VOTING IF THERE IS A POSSIBILITY OF A CONFLICT OF INTEREST. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND WITHIN THE COMMUNITY'S LIBRARY. FORM 990, PART VII, SECTION A PRESIDENT/CEO COMPENSATION INCLUDED IN THE COMPENSATION OF J. BENJAMIN UNKLE JR. IS $71,152 FOR A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). FOR DETAILS ON HOW THE ORGANIZATION SETS COMPENSATION, PLEASE SEE SCH J, PART III. FORM 990, PART IX, LINE 11G OTHER FEES OTHER PURCHASED SERVICES - TOTAL EXPENSE: 109637, PROGRAM SERVICE EXPENSE: 109637, MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY FOUNDATION 3100 SHORE DRIVE VIRGINIA BEACH VA 23451 541666603 FUNDRAISING VA 501(C)(3) WESTMINSTER -CANTERBURY ON CHESAPEAKE BAY false WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY 3100 SHORE DRIVE VIRGINIA BEACH VA 23451 541071734 SERVICES TO OLDER ADULTS VA 501(C)(3) 10 NA false SENIOR OPTIONS COMMUNITY 3100 SHORE DRIVE VIRGINIA BEACH VA 23451 873737198 OPERATE AN INDEPENDENT LIVING FACILITY VA 501(C)(3) 10 WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY false false false false false false false false false false false false false false true true false false false false