2026-08-17T10:32:04+00:00 2025-09-30 331498605 PLANTE & MORAN PLLC 995 YARD STREET SUITE 450 GRANDVIEW HEIGHTS OH 43212 990 2024-10-01 873737198 SENIOR OPTIONS COMMUNITY SENI 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 OPUS SELECT J BENJAMIN UNKLE JR 3100 SHORE DRIVE VIRGINIA BEACH VA 23451 5927299 false X WWW.OPUSLIVING.COM X 2021 VA TO OPERATE AN INDEPENDENT LIVING FACILITY FOR ADULTS AGED 62 AND OLDER 5 5 0 8 0 0 0 5752741 5838156 10411 89143 0 5763152 5927299 0 0 351108 434847 0 0 5340031 5232397 5691139 5667244 72013 260055 67922909 67279527 68713756 67810319 -790847 -530792 TO OPERATE AN INDEPENDENT LIVING FACILITY FOR ADULTS AGED 62 AND OLDER false false 4228275 5838156 TO OPERATE AN INDEPENDENT LIVING FACILITY FOR ADULTS AGED 62 AND OLDER. DURING FISCAL YEAR 2024/2025, AN AVERAGE OF 195 RESIDENTS LIVED IN THE COMMUNITY. 4228275 true false false false false false false false false true true false false false true 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 17 0 true 0 false false false false false false false false false false false false X 5 5 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 BERNIE BOONE III SECRETARY - PART YEAR 1.0 1.0 X X 0 0 0 CHARLES D ROBISON III CHAIR 1.0 2.0 X X 0 0 0 JOHN D CAVANAUGH VICE CHAIR - PART YEAR 1.0 3.0 X X 0 0 0 LISA B SMITH CHAIR - PART YEAR 1.0 2.0 X X 0 0 0 RICHARD C BURROUGHS VICE CHAIR 1.0 2.0 X X 0 0 0 BOB TAYLOR TRUSTEE 1.0 0 X 0 0 0 IAN HOLDER TRUSTEE 1.0 2.0 X 0 0 0 RONALD RIPLEY TRUSTEE 1.0 1.0 X 0 0 0 DAVID MYERS SECRETARY/TREASURER/CFO 1.0 39.0 X 0 427192 22774 DR VICTORIA CRENSHAW VP OF HEALTH AND RESIDENT 12.0 28.0 X 0 312797 20267 J BENJAMIN UNKLE JR PRESIDENT/CEO (**SEE STATEMENT) 1.0 39.0 X 0 548969 28045 0 1288958 71086 0 false true false 0 0 RESIDENT RENT AND SERVICE FEES 623000 5838156 5838156 0 0 0 0 5838156 89143 89143 0 0 0 0 0 0 0 0 0 5927299 5838156 0 89143 359737 257248 102489 50004 35758 14246 25106 17953 7153 233592 233592 178563 127690 50873 0 37046 26492 10554 8640 6178 2462 8560 8560 781276 558690 222586 1176 841 335 1357067 1357067 1933732 1382812 550920 423914 423914 REPAIRS AND MAINTENANCE 102785 73502 29283 PROGRAM EXPENSES 101516 101516 SUPPLIES 48319 34553 13766 FITNESS CLASSES 10455 10455 5756 3928 1828 0 5667244 4228275 1438969 0 2521397 3636862 38703 46621 0 0 0 0 358629 56545 70224780 6698668 64995784 63526112 0 0 8396 13387 67922909 67279527 440350 588932 0 0 47623196 46572140 20650210 20649247 68713756 67810319 X -790847 -530792 -790847 -530792 67922909 67279527 260055 0 X false true true false X 0 3439571 4836051 5752741 5838156 19866519 0 0 0 0 3439571 4836051 5752741 5838156 19866519 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 19866519 10411 89143 99554 0 0 0 0 10411 89143 99554 0 0 0 150 0 0 150 0 3439571 4836201 5763152 5927299 19966223 X 0 0 0 0 SCHEDULE A, PART III THE 2020 TAX YEAR WAS A SHORT PERIOD YEAR BEGINNING ON SEPTEMBER 18, 2021 -- THE DAY OF INCORPORATION -- AND ENDING ON SEPTEMBER 30, 2021. DURING THIS SHORT PERIOD, THE ORGANIZATION DID NOT HAVE ANY ACTIVITY TO REPORT. SCHEDULE A, PART III, LINE 12 OTHER INCOME DESCRIPTION - OTHER, COLUMN A - , COLUMN B - , COLUMN C - 150.0, COLUMN D - , COLUMN E - , COLUMN F - 150.0; 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 6900000 6900000 62376242 6641058 55735184 165017 56635 108382 783521 975 782546 63526112 FEDERAL INCOME TAXES INTERCOMPANY PAYABLE 20649247 OTHER LIABILITIES 20649247 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 SENIOR OPTIONS COMMUNITY IS A NOTFORPROFIT ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). SENIOR OPTIONS COMMUNITY FILES AS A TAXEXEMPT ORGANIZATION. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE TAXEXEMPT STATUS OF SENIOR OPTIONS COMMUNITY. MANAGEMENT IS NOT AWARE OF ANY SIGNIFICANT ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES FOR SENIOR OPTIONS COMMUNITY. SENIOR OPTIONS COMMUNITY HAS ADOPTED GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE IMPLEMENTATION HAS HAD NO IMPACT ON THE SENIOR OPTIONS COMMUNITY'S FINANCIAL STATEMENTS. false true false false false false false false false DR VICTORIA CRENSHAW VP OF HEALTH AND RESIDENT 0 249429 0 63368 0 0 0 11988 0 8279 0 333064 0 0 DAVID MYERS SECRETARY/TREASURER/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 DESCRIPTION OF HOURS FOR RELATED ORGANIZATIONS OFFICERS AND KEY EMPLOYEES LISTED ON PART VII WORK AN AVERAGE OF 40 HOURS PER WEEK. THEIR TIME IS SHARED BETWEEN THE FILING ORGANIZATION AND OTHER RELATED ENTITIES LISTED ON SCHEDULE R. 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 XII, LINE 2C OVERSIGHT PROCESS THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR THE SELECTION PROCESS DURING THE FILING YEAR. THE BALLENTINE HOME CORPORATION 3100 SHORE DRIVE VIRGINIA BEACH VA 23505 541327568 BIRDSONG TABLETS VA 501(C)(3) TYPE I 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 WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY FOUNDATION 3100 SHORE DRIVE VIRGINIA BEACH VA 23451 541666603 FUNDRAISING VA 501(C)(3) 7 WESTMINSTER-CANTERBURY ON CHESAPEAKE BAY false false false false false true false false false false false false false false true true true false false false