Westminster Canterbury Foundation
1600 Westbrook Avenue
Richmond VA 23227
Mission Statement
Westminster Canterbury Foundation was established in 1980 to raise and manage funds to improve the lives of individuals served by the continuing care retirement community Westminster Canterbury Richmond. The Foundation began in 1980 with the Fellowship Program – financial aid for residents with need. The Foundation today also supports other charitable needs in areas such as health care excellence, wellness, studio and performing arts, technology, pastoral care and our on-site child development center.
 
 
Leadership
CEO/Executive Director John D. Burns
Board Chair Lilo S. Ukrop
Board Chair Company Affiliation Corrugated Partners, LLC
Contact Information
Address 1600 Westbrook Avenue
Richmond, VA 23227
Telephone 804 264-6066
Fax 804 264-6095
E-mail foundation@wcrichmond.org
History and Background
Year of Incorporation 1980
Financial Summary
 
 
Projected Revenue $5,500,000.00
Projected Expenses $5,456,541.00
Additional Documents
Annual Report2011View
Annual Report2010View
Annual Report2009View
Statements
Mission
Westminster Canterbury Foundation was established in 1980 to raise and manage funds to improve the lives of individuals served by the continuing care retirement community Westminster Canterbury Richmond. The Foundation began in 1980 with the Fellowship Program – financial aid for residents with need. The Foundation today also supports other charitable needs in areas such as health care excellence, wellness, studio and performing arts, technology, pastoral care and our on-site child development center.
 
 
Impact
  1. Over the course of 2014, a total of 112 residents received over $3 million in financial aid including entrance and monthly fees, meals, and uncovered medical and dental expenses.
  2. Health care excellence was enhanced by a clinical educator, educational programs and additional certified nursing assistant coverage in our health center.
  3. Memory support programs benefit residents with dementia. Art, music and horticulture therapies provide new ways to communicate. A chaplain devoted to memory support activities leads devotions, Communion and service projects for residents; supports staff and family members; and leads quarterly seminars on dementia for community religious leaders and lay people.
  4. Wellness programs helped residents stay healthy and prevent future illness. Dakim brain fitness computer software exercises the memory and prevents cognitive decline. Fall prevention and nutrition courses are offered to residents.
  5. Studio arts classes and performing arts programs engage residents through the joy and power of creativity, involvement and lifelong learning.
  6. In the Child Development Center, endowments provided need-based financial aid for children of employees, where children benefit from intergenerational involvement.
Needs
  1. Annual Fellowship Fund goal of $1,550,000 to provide financial assistance to residents-in-need through help with fees, supplemental insurance, uncovered medical expenses and medications.
  2. Gifts to support health care excellence through enhanced clinical training, additional certified nursing assistants, memory support therapies and technology to provide the highest level of care and peace of mind for residents and their families.
  3. Gifts to support wellness programming for all areas of residency such as fitness classes and brain fitness. Wellness programs keep residents mentally and physically fit for longer.
  4. Gifts to support creativity and engagement. Studio arts programs provide a creative outlet to all residents. Performing arts programs in our unique, state-of-the-art theater provide social engagement and ongoing cultural enrichment. Arts engagement produces profound effects on individual quality of life and ongoing wellness.
  5. Funding for Child Development Center programming including preschool and before/after school program and financial aid for employee children. These intergenerational programs benefit residents, employees, their families and the greater Richmond community.
Background

Westminster Canterbury Richmond was founded in 1971 by the Episcopal and Presbyterian churches and opened in 1975. An award-winning, fully-accredited continuing care retirement community, it is home to nearly 900 residents in independent, assisted, memory support and health-care living. The campus includes a large theater and a Child Development Center serving 130 children. Amenities also include a wellness and fitness center, a multitude of dining venues, studio arts and a woodworking shop. A wide variety of living options are available. Westminster Canterbury offers generous financial assistance to qualifying seniors through our Fellowship Program.

 

Westminster Canterbury Foundation was established in 1980 with a separate Board of Trustees to raise funds for Fellowship and other charitable purposes of Westminster Canterbury Richmond.

 

Westminster Canterbury Management Corporation includes three subsidiaries in addition to the Foundation – the Corporation, the Child Development Center and the Glebe of Richmond. Today, individuals from 17 denominations and faiths and 131 places of worship live here. Our community has held the prestigious Commission on Accreditation of Rehabilitative Facilities (CARF) accreditation since 1987. It was most recently renewed in 2013. We are affiliated with the Virginia Association of Homes and Services for the Aging (VANHA) and Leading Age, our national association.

 

Westminster Canterbury’s Mary Morton Parsons Health Center is licensed by the Virginia Department of Health and our assisted living areas are licensed by the Virginia Department of Social Services. Westminster Canterbury Child Development Center, licensed by the state of Virginia, offers a preschool and before/after school program.

 

In 2014, Westminster Canterbury was named Best Continuing Care Community and Best Child Care Program by Richmond Magazine. In 2013 and 2014, Westminster Canterbury was awarded Best Retirement Community in Central Virginia by Virginia Living Magazine. In 2013, we were named Best Assisted Living Community by Richmond Magazine. In 2010, Westminster Canterbury received the Excellence in the Workplace award from Leading Age and the NuStep Pinnacle Award for the retirement community that exemplifies comprehensive total person wellness for residents and staff. Westminster Canterbury remains one of the Richmond Times-Dispatch's Top 50 Employers and has also been named “One of America’s Best” by New Choices Magazine.

 

CEO Statement


Areas of Service
Areas Served
Area
Metro Richmond
Board Chair
Board Chair Lilo S. Ukrop
Company Affiliation Corrugated Partners, LLC
Term Jan 2016 to Jan 2018
Email lilo.ukrop@gmail.com
Board of Directors
Board Members
NameAffiliation
Richard S. Andrews Jr.McGladrey, LLP
John W. Bates IIIMcGuireWoods LLP
Benjamin S. Candland McGuireWoods LLP
Christopher M. Carney Diamond Healthcare
Mary T. Frediani Engel and Volkers
Wendell B. Fuller Fuller Wealth Advisors, Inc.
Pemberton Boinest Hall Susan G. Komen Central Virginia
Myfanwy Monroe Hall Community Volunteer
Franklin B. Heiner BB&T Scott & Stringfellow
Robert G. Hetherington Retired
Adrienne G. Hines Retired
Basil M. Jones Jr.U.S. Trust
Ralph C. Joynes Retired
Bruce A. Kay Markel Corporation
James F. Lipscomb Jr.Davenport & Co. LLC
True F. Luck Community Volunteer
Mary H. Madge Retired
Frances V. Massey Community Volunteer
J. Gordon Rawles Jr.OrthoVirginia, Inc.
E. Lee Showalter Retired
Ellen E. Spong Wells Fargo Bank
John H. Thomas Thomas & Karceski P.C.
Lilo S. Ukrop Corrugated Partners, LLC
Howard C. Vick Jr.McGuireWoods LLP
Board Demographics - Ethnicity
African American/Black 1
Asian American/Pacific Islander 0
Caucasian 23
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 15
Female 9
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 75
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100
Number of Full Board Meetings Annually 4
Other Boards
The tables below contain information about other groups that advise this nonprofit on operations and projects.
Executive Director
Executive Director John D. Burns
Former CEOs
NameTerm
Donald D. Lecky July 2000 - Sept 2015
Senior Staff
NameTitle
Gayle Hunter Haglund Director Resource Development
Staff
Full Time Staff 5
Part Time Staff 0
Volunteers 24
Contractors 0
Retention Rate 60
Plans
Organization has a Strategic Plan?
Affiliations
AffiliationYear
Greater Richmond Chamber of Commerce1975
Awards
Awards
Award/RecognitionOrganizationYear
NuStep Pinnacle AwardNuStep, Inc.2010
Excellence in the Workplace AwardLeading Age2010
Best Retirement Community in Central VirginiaVirginia Living Magazine2013
Best Assisted Living CommunityRichmond Magazine2013
Best Continuing Care CommunityRichmond Magazine2014
Best Child Care ProgramRichmond Magazine2014
Best Retirement Community in Central VirginiaVirginia Living Magazine2014
Top 50 Employer in RichmondRichmond Times-Dispatch2014
Programs
Description Our primary program, Fellowship assistance for residents with financial need, provides residential and medical care assistance. Westminster Canterbury has a lifetime commitment of financial security and medical-related assistance for residents with documented need.
Short Term Success Over the course of 2014, 112 residents received $3 million in assistance, including $474,000 for insurance and uncovered expenses.
Long Term Success Historically, more than 507 residents have received over $60 million in assistance.
Description Enhancements to health care include additional certified nursing assistants, enhanced clinical training, memory support therapies and technological advancements to provide the highest level of care and peace of mind for residents and their families.
Short Term Success In 2014, memory support programming in music, art, and horticulture therapy resulted in 4,396 contacts with residents through group and individual sessions.
Description Enhanced wellness programming for residents in all areas of residency such as brain fitness software, education and staff support.
Short Term Success Dakim Brain Fitness software grew from 2 units with 40 users in June 2010 to 8 units serving 150 residents currently.
Description Studio arts programs include instructor-led courses in areas such as painting, woodworking, monotype printmaking and pottery. The Sara Belle November Theater is the only one of its kind in the region, designed with the needs of older adults in mind. Performances in this theater provide a destination and event for residents from all areas of campus.
Short Term Success Last year, Studio Arts classes and workshops had attendance of 4,267, with 20% from Assisted Living and 3% from Parsons Health Center. 102 performances, lectures and other events were held in the Sara Belle November Theater with audiences of more than 20,000.
Description The Foundation supports Child Development Center programming including preschool and before/after school program that includes literacy, intergenerational, and enrichment programs. It also provides need-based financial aid for children of employees.
Short Term Success In 2014, 47 children of 38 staff members with demonstrated financial need qualified for 30% tuition assistance. Intergenerational programs such as the annual Fall Festival, Easter Egg Hunt and formal recreation times foster active learning and socialization for children and residents.
Fiscal Year
Projected Revenue $5,500,000.00
Projected Expenses $5,456,541.00
Endowment Value $43,443,230.00
Spending Policy Percentage
Percentage (if selected) 4
Form 990s
IRS Letter of Exemption
Detailed Financials
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201520142013
Foundation and
Corporation Contributions
------
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified------
Individual Contributions$2,284,013$2,596,523$2,876,113
------
------
Investment Income, Net of Losses$1,633,844$4,827,576$5,461,186
Membership Dues------
Special Events------
Revenue In-Kind$1,754,025$1,258,296$371,753
Other------
Expense Allocation
Fiscal Year201520142013
Program Expense$4,448,871$4,748,214$3,715,694
Administration Expense$236,011----
Fundraising Expense$601,299$527,237$539,364
Payments to Affiliates------
Total Revenue/Total Expenses1.071.652.05
Program Expense/Total Expenses84%90%87%
Fundraising Expense/Contributed Revenue26%20%19%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$48,688,108$50,520,312$47,160,705
Current Assets$2,460,031$3,929,405$3,463,741
Long-Term Liabilities$930,645$990,131$990,947
Current Liabilities$124,870$342,589$389,110
Total Net Assets$47,632,593$49,187,592$45,780,648
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities19.7011.478.90
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets2%2%2%
Capital Campaign
Currently in a Capital Campaign? Yes
Campaign Purpose To endow staff and programming in health services, wellness, and the creative arts. To maintain Fellowship financial aid for low-income residents.
Goal $17,014,500.00
Dates Jan 2011 to Dec 2015
Amount Raised To Date $16,675,445.00
State Charitable Solicitaions Permit
Solicitations Permit
Solicitations Permit ExemptionView
Comments
Organization Comments

Positive Current Income Projections assumes ongoing, steady, positive investment returns combined with contributions from individuals, foundations and others each year. These investment returns help our endowment grow in order to produce income that goes directly to fund critical programming and needs and build sustainability.

Westminster Canterbury Foundation’s fiscal year is October 1-September 30. 990s forms are completed based on the year at the first date of the fiscal year. The 990 for fiscal year 2013 covers the dates October 1, 2012-September 30, 2013, and therefore utilizes IRS 990 2012. The 990 for the fiscal year that ended September 30, 2014, is anticipated to be ready in summer 2015 and will utilize IRS 990 2013. 

Foundation Comments
  • Financial information provided from IRS 990s, with asset and liability information provided from audited financial statements.
  • Audit and Form 990 prepared by CliftonLarsonAllen, LLP/Larson, Allen, Weishair & Co., LLP.