Nonprofit · EIN 52-1266582
WESTMINSTER-CANTERBURY OF WINCHESTER INC
Tax-exempt · WINCHESTER, VA 22603
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $38,740,586 | $38,247,909 | $492,677 | $272,360,316 | $229,984,190 | $42,376,126 |
| December 31, 2023 | 990 | $33,758,247 | $33,337,587 | $420,660 | $213,112,500 | $188,366,346 | $24,746,154 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $406,664
- Program service revenue
- $35,451,571
- Investment income
- $2,134,015
- Net rental income
- $21,005
- Net gain from sales of assets
- $523,978
- Net income from sales of inventory
- -$13,131
- Other revenue
- $748,336
Expenses
- Grants and similar amounts paid
- $39,870
- Compensation of officers, directors and key employees
- $942,824
- Other salaries and wages
- $14,726,827
- Salaries, compensation and benefits (total)
- $19,047,886
- Professional fundraising fees
- $0
- Legal fees
- $39,531
- Occupancy
- $2,106,628
- Travel
- $81,951
- Depreciation
- $8,858,001
- Program services (functional)
- $33,498,300
- Management and general (functional)
- $4,466,845
- Fundraising (functional)
- $282,764
Balance sheet and other
- Total assets, start of year
- $225,185,742
- Total assets, end of year
- $272,360,316
- Total liabilities, end of year
- $229,984,190
- Net assets, end of year
- $42,376,126
- Land, buildings and equipment
- $179,490,969
- Publicly traded securities
- $44,540,858
- Net assets without donor restrictions
- $29,141,302
- Net assets with donor restrictions
- $13,234,824
- Gross receipts
- $39,749,664
- Employees
- 448
- Volunteers
- 35
- Year formed
- 1982
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MRS GLORIA J SHILEY | PRESIDENT/CEO Officer | 39 | $376,484 | $46,167 |
| DUANE A WERNECKE | CFO Officer | 39 | $227,092 | $52,888 |
| PAIGE PATTERSON | MEDICAL DIRECTOR Highest-paid employee | 40 | $223,626 | $21,306 |
| CHANDA PALMER | CHIEF OPERATING OFFICER Officer | 39 | $201,919 | $38,274 |
| JOHN FERRULLI | DIRECTOR OF IT Highest-paid employee | 40 | $172,344 | $20,992 |
| MICHELLE THOMAS | DIRECTOR OF HEALTH SERVICES Highest-paid employee | 40 | $156,537 | $17,625 |
| CYNTHIA HUNTER | DIRECTOR, HUMAN SERVICES Highest-paid employee | 40 | $145,682 | $24,829 |
| SHERRY HUDSON | DIRECTOR, FOUNDATION AND MKTG Highest-paid employee | 40 | $120,074 | $37,329 |
| REV DAN MCCOIG | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| CINDIA STEWART PHD | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| R ROB BOYD | TREASURER/SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MARTIN TABAKA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PAT KOFALT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JEFFREY M WEBBER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| COURTNEY WARNER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN KAGEY CFP | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN DORSEY | BOARD MEMBER Trustee or director | 1 | $0 |
| PATRICIA BARNES | BOARD MEMBER Trustee or director | 1 | $0 |
| LINDA GIBSON | BOARD MEMBER Trustee or director | 1 | $0 |
| DONALD GANSKE | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN H ARMSTRONG | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK LORING | BOARD MEMBER Trustee or director | 1 | $0 |
| CLARE MONAHAN DAME | BOARD MEMBER Trustee or director | 1 | $0 |
| LIBBA PENDLETON | BOARD MEMBER Trustee or director | 1 | $0 |
| CARRIE DECKER | BOARD MEMBER Trustee or director | 1 | $0 |
| SYLVIA WILSON | BOARD MEMBER Trustee or director | 1 | $0 |
| BOB PUTTOCK | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| G JEANNIE SHILEY | PRESIDENT/ CEO Officer | 39 | $297,269 | $65,060 |
| DUANE A WERNECKE | CFO Officer | 39 | $203,744 | $77,284 |
| CHANDA PALMER | CHIEF OPERATING OFFICER Officer | 39 | $176,458 | $57,634 |
| JOHN FERRULLI | DIRECTOR OF IT Highest-paid employee | 40 | $168,333 | $34,360 |
| MICHELLE THOMAS | DIRECTOR OF HEALTH SERVICES Highest-paid employee | 40 | $163,237 | $24,175 |
| CYNTHIA HUNTER | DIRECTOR, HUMAN RESOURCES Highest-paid employee | 40 | $143,508 | $33,857 |
| SHERRY HUDSON | DIRECTOR, FOUNDATION AND MKTG Highest-paid employee | 40 | $111,653 | $32,150 |
| DONIELLE PALMER | DIRECTOR, RESIDENT SERVICES Highest-paid employee | 40 | $126,984 | $15,580 |
| R ROB BOYD | TREASURER/SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| REV DAN MCCOIG | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| CINDIA STEWART PHD | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARTIN TABAKA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PAT KOFALT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JEFFREY M WEBBER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| COURTNEY WARNER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SUSAN KAGEY CFP | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN DORSEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PATRICIA BARNES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LINDA GIBSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DONALD GANSKE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN H ARMSTRONG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK LORING | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CLARE MONAHAN DAME | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LIBBA PENDLETON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CARRIE DECKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SYLVIA WILSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BOB PUTTOCK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- LOCAL, WINCHESTER, VA 22603-0000
- Principal officer (990 for 2024)
- GLORIA J SHILEY, 300 WESTMINSTER CANTERBURY DRIVE, WINCHESTER, VA 22603
- Signed the 990
- DUANE A WERNECKE, CFO
- Phone
- (540) 665-0156
- Website
- WWW.SVWC.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
WESTMINSTER CANTERBURY OF WINCHESTER, INC. ("SVWC") IS A NOT-FOR-PROFIT, INTIMATE, CHURCH RELATED CONTINUING CARE RETIREMENT COMMUNITY THAT IS COMMITTED TO ENABLING RESIDENTS TO USE THEIR GIFTS FULLY, LIVE THEIR LIVES RICHLY, AND ENJOY WITH DIGNITY THE YEARS GOD HAS GIVEN THEM.
Program accomplishments
- SHENANDOAH VALLEY WESTMINSTER CANTERBURY ("SVWC") IS A NOT-FOR-PROFIT, NONSTOCK CORPORATION UNDER THE LAWS OF THE COMMONWEALTH OF VIRGINIA. SVWC OPERATES A CONTINUING CARE RETIREMENT COMMUNITY (CCRC) IN WINCHESTER, VIRGINIA WHICH INCLUDES 160 INDEPENDENT LIVING (IL) APARTMENT UNITS; 53 IL COTTAGE UNITS; 97 IL UNITS IN 10 HYBRID STRUCTURES (48 OF WHICH WERE COMPLETED AND PLACED IN SERVICE IN OCTOBER AND NOVEMBER 2023 AND 49 OF WHICH WERE COMPLETED AND PLACED IN SERVICE IN DECEMBER 2024 AND JANUARY 2025) (THE VILLAS); 60 LICENSED ASSISTED LIVING (AL) UNITS, 12 OF WHICH ARE DEDICATED MEMORY CARE (MC) UNITS; 51 SKILLED NURSING (SN) BEDS; AND VARIOUS COMMON AREAS AND AMENITIES. SVWC'S PRIMARY SERVICE AREA INCLUDES WINCHESTER, VIRGINIA AND SURROUNDING COMMUNITIES IN FREDERICK COUNTY, VIRGINIA.IN ADDITION TO SERVING RESIDENTS OF SVWC, THE CORPORATION PROVIDES MEETING SPACE FOR LOCAL NON-PROFITS AND CIVIC ORGANIZATIONS; HOSTS CERTAIN COMMUNITY EVENTS; DONATES MEDICAL SUPPLIES TO THE LOCAL FREE MEDICAL CLINIC; BUILDING SUPPLIES TO HABITAT FOR HUMANITY; PURCHASES AND PROVIDES BED LINENS FOR THE WINCHESTER AREA TEMPORARY THERMAL SHELTER DURING WINTER MONTHS; AND PROVIDES FUNDING TO MANY COMMUNITY AND NATIONAL ORGANIZATIONS. SVWC PROVIDES CARE TO RESIDENTS WHO MEET CERTAIN CRITERIA AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. BECAUSE SVWC DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS BENEVOLENT CARE, THEY ARE NOT REPORTED AS REVENUES. SVWC MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF BENEVOLENT CARE IT PROVIDES. CHARGES FORGONE, BASED ON ESTABLISHED RATES, FOR SERVICES RENDERED WERE APPROXIMATELY $346,000 IN 2024 AND $499,000 IN 2023. THESE AMOUNTS ARE NOT MATERIALLY DIFFERENT THAN THE DIFFERENCE BETWEEN THE COST OF PROVIDING SERVICES TO RESIDENTS THAT QUALIFIED FOR BENEVOLENT CARE AND THE AMOUNTS THESE RESIDENTS WERE ABLE TO PAY FOR SERVICES RENDERED.Expenses $33,498,300 · grants $39,870 · revenue $35,451,571
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1266582
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1982
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $272,360,316
- Income (IRS master file)
- $39,749,664
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $38,740,586 | $38,247,909 | $272,360,316 | XML |
| 990 | December 2023 | $33,758,247 | $33,337,587 | $213,112,500 | XML |
| 990 | December 2022 | $31,113,736 | $29,473,128 | $142,821,645 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1266582).
Questions about WESTMINSTER-CANTERBURY OF WINCHESTER INC
- What is the EIN of WESTMINSTER-CANTERBURY OF WINCHESTER INC?
- The employer identification number (EIN) of WESTMINSTER-CANTERBURY OF WINCHESTER INC is 52-1266582.
- Is WESTMINSTER-CANTERBURY OF WINCHESTER INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to WESTMINSTER-CANTERBURY OF WINCHESTER INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WESTMINSTER-CANTERBURY OF WINCHESTER INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WESTMINSTER-CANTERBURY OF WINCHESTER INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTMINSTER-CANTERBURY OF WINCHESTER INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WESTMINSTER-CANTERBURY OF WINCHESTER INC?
- The 990 for the year ended December 31, 2024 names GLORIA J SHILEY.
- Who are the officers and directors of WESTMINSTER-CANTERBURY OF WINCHESTER INC?
- The 990 for the year ended December 31, 2024 lists 27 people; 8 received compensation from the organization, the highest $376,484 (MRS GLORIA J SHILEY, PRESIDENT/CEO).
- How much revenue does WESTMINSTER-CANTERBURY OF WINCHESTER INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $38,740,586, expenses of $38,247,909 and total assets of $272,360,316 at year end.
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- FAMILIES REACHING OUT GROUP EIN 45-3572511 · last filed 990-EZ for 2024