2025-11-17T10:12:42-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 474751000 SHENANDOAH VALLEY WESTMINSTER-CANTERBURY FOUNDATION SHEN 5406655923 300 WESTMINSTER-CANTERBURY DRIVE WINCHESTER VA 22603 DUANE A WERNECKE CHIEF FINANCIAL OFFICER 5406655923 2025-11-14 1 1 KERRI N BOGDA P00760402 7177404863 2025-11-14 2024 2025-03-06 01:10:19Z DUANE A WERNECKE 300 WESTMINSTER-CANTERBURY DRIVE WINCHESTER VA 22603 2605820 0 X WWW.SVWC.ORG X 2015 VA SUPPORTING PROGRAMMING RESOURCES AND OTHER SUPPORT TO WESTMINSTER-CANTERBURY OF WINCHESTER, INC. 11 9 0 9 0 0 870021 388730 0 0 -25129 698860 0 0 844892 1087590 372013 453639 0 0 0 0 0 0 0 31990 42765 404003 496404 440889 591186 12329440 13425666 256198 258863 12073242 13166803 TO PROVIDE SUPPORT FOR OLDER ADULTS AND THE PEOPLE WHO CARE FOR THEM, AND TO FUND PROGRAMS AND SERVICES DEDICATED TO IMPROVING WELL BEING. 0 0 453639 453639 THE ORGANIZATION SUPPORTS ITS AFFILIATED ENTITY, WESTMINSTER-CANTERBURY, A CONTINUING CARE RETIREMENT COMMUNITY, BY SUPPORTING THE ACTIVITIES, HEALTHCARE NEEDS, AND OPERATIONS OF THE COMMUNITY." 453639 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 VA X DUANE A WERNECKE CHIEF FINANCIAL 5406655923 300 WESTMINSTER-CANTERBURY DRIVE WINCHESTER VA 22603 MRS GLORIA J SHILEY EX-OFFICIO BOARD MEMBER 1.00 39.00 X 0 376484 46167 MR DUANE A WERNECKE CPA EX-OFFICIO BOARD MEMBER 1.00 39.00 X 0 227092 52888 MRS KATHY TAGNESI CHAIR 1.00 0.00 X X 0 0 0 REV DAN MCCOIG BOARD MEMBER 1.00 1.00 X 0 0 0 MRS MARIE IMOH BOARD MEMBER 1.00 0.00 X 0 0 0 MR CHARLES MCWILLIAMS BOARD MEMBER 1.00 0.00 X 0 0 0 RICHARD EISENSTAEDT BOARD MEMBER 1.00 0.00 X 0 0 0 SUSAN KAGEY BOARD MEMBER 1.00 1.00 X 0 0 0 HARRY SMITH BOARD MEMBER 1.00 0.00 X 0 0 0 GINA HAMMOND BOARD MEMBER 1.00 0.00 X 0 0 0 MARCIA KEECH BOARD MEMBER 1.00 0.00 X 0 0 0 0 603576 99055 0 0 1 0 0 1700 387030 388730 368909 368909 1848181 1518230 329951 329951 329951 1087590 0 0 698860 406664 406664 46975 46975 42366 42366 399 399 496404 453639 42765 0 247696 440643 12081744 12985023 12329440 13425666 188327 235653 67871 23210 256198 258863 X 2486499 2589453 9586743 10577350 12073242 13166803 12329440 13425666 X 591186 597234 -94859 X 0 1 X 1 0 X X X 1 SHENANDOAH VALLEY WESTMINSTER CANTERBURY OF WINCHESTER INC 521266582 10 1 392327 0 1 392327 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION B, LINE 1: THE FOUNDATION SHALL HAVE THREE TRUSTEES WHO ARE DESIGNATED AS THE EX-OFFICIO TRUSTEES WHICH ARE THE INDIVIDUALS WHO HOLD THE OFFICIAL POSITIONS OF PRESIDENT/CEO OF WESTMINSTER-CANTERBURY OF WINCHESTER, INC., CHIEF FINANCIAL OFFICER OF WESTMINSTER-CANTERBURY OF WINCHESTER, INC. AND CHAIR OF THE BOARD OF TRUSTEES OF WESTMINSTER-CANTERBURY OF WINCHESTER, INC. AN EX-OFFICIO TRUSTEE SHALL HAVE THE RIGHT TO VOTE. AS LONG AS WESTMINSTER-CANTERBURY OF WINCHESTER, INC., IS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE FOUNDATION SHALL NOT HAVE LESS THAN TWO AND NOT MORE THAN SIX TRUSTEES WHO ARE DESIGNATED AS THE APPOINTED TRUSTEES. THE APPOINTED TRUSTEES SHALL BE APPOINTED BY THE BOARD OF TRUSTEES OF WESTMINSTER-CANTERBURY OF WINCHESTER, INC. SCHEDULE A, PART IV, LINE 6: SHENANDOAH VALLEY WESTMINSETER CANTERDURY FOUNDATION SUPPORTED AREA TAX-EXEMPT ENTITIES THAT HAVE MISSIONS SIMILAR TO THAT OF ITS SUPPORTED ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1777998 178440 60956 1895482 1580065 197933 1777998 1868343 -288278 1580065 1692784 175559 1868343 1574058 118726 1692784 0 0 0 DUE TO AFFILIATE 23210 23210 PART V, LINE 4: THERE ARE TWO ENDOWMENTS PRESENTLY HELD BY THE FOUNDATION. THE FIRST ENDOWMENT INSTRUCTS THE FOUNDATION THAT ANY INCOME GENERATED FROM THE ENDOWMENT IS TO BE USED FOR THE FELLOWSHIP FUND OF WESTMINSTER CANTERBURY OF WINCHESTER, INC. THE SECOND ENDOWMENT INSTRUCTS THE FOUNDATION THAT ANY INCOME GENERATED FROM THE ENDOWMENT IS ONLY TO BE USED FOR THE PURCHASE AND/OR RESTORATION OF BOOKS FOR THE LIBRARY. 1 WESTMINSTER CANTERBURY OF WINCHESTER INC 300 WESTMINISTER CANTERBURY DRIVE WINCHESTER VA 22603 521266582 501(C)(3) 392327 0 COST PROVIDE FINANCIAL ASSISTANCE TO RESIDENTS OF SVWC IN ALL THREE LEVELS OF CARE 1 0 SCHOLARSHIP FUND 20 20503 EMPLOYEE EMERGENCY FUND 16 24472 NURSING SCHOLARSHIP 1 2000 PART I, LINE 2: THE FOUNDATION SUPPORTS SHENANDOAH VALLEY WESTMINSTER CANTERBURY ("SVWC") PRIMARILY BY PROVIDING FINANCIAL ASSISTANCE TO THOSE RESIDENTS OF SVWC THAT DEMONSTRATE FINANCIAL NEED, BY PROVIDING SCHOLARSHIPS TO EMPLOYEES OR THEIR FAMILY MEMBERS, AND BY PROVIDING EMERGENCY ASSISTANCE TO EMPLOYEES. RESIDENTS DEMONSTRATE FINANCIAL NEED BY UPDATING A RESIDENTIAL FINANCIAL INFORMATION FORM ANNUALLY. EMPLOYEES RECEIVING TUITION REIMBURSEMENT ARE REQUIRED TO SUBMIT VERIFICATION OF CLASSES AND THEIR RESPECTIVE GRADES IN THOSE CLASSES. SCHOLARSHIPS ARE AWARDED TO QUALIFYING EMPLOYEES OR THOSE MEMBERS OF AN EMPLOYEE'S FAMILY THAT WOULD QUALIFY FOR SCHOLARSHIP ASSISTANCE. LASTLY THE ORGANIZATION PROVIDES EMERGENCY ASSISTANCE TO EMPLOYEES, AS WELL AS OTHER SMALLER ASSISTANCE ITEMS, THROUGHOUT THE YEAR AS THE NEED ARISES. SCHEDULE I, PART II, LINE 1: THE PURPOSE OF THE GRANTS WERE TO FINANCE SEVERAL PROGRAMS BENEFITTING RESIDENTS OF SVWC IN ALL THREE LEVELS OF CARE. ADDITIONALLY, FINANCIAL ASSISTANCE IS PROVIDED TO RESIDENTS OF WESTMINSTER-CANTERBURY OF WINCHESTER THAT DEMONSTRATE FINANCIAL NEED. SCHOLARSHIPS ARE ALSO AVAILABLE FOR ELIGIBLE EMPLOYEES. 0 0 0 0 0 0 0 0 0 MRS GLORIA J SHILEY EX-OFFICIO BOARD MEMBER 0 306501 0 58999 0 10984 0 10350 0 35817 0 422651 0 0 MR DUANE A WERNECKE CPA EX-OFFICIO BOARD MEMBER 0 203054 0 24038 0 0 0 10350 0 42538 0 279980 0 0 PART I, LINE 3 COMPENSATION IS PAID BY A RELATED ORGANIZATION. COMPENSATION FOR ALL SENIOR MANAGEMENT IS REVIEWED TO INDUSTRY STANDARDS ON AN ANNUAL BASIS. COMPENSATION FOR OTHER OFFICERS IS REVIEWED ANNUALLY BY THE CEO DURING THE ANNUAL EMPLOYEE REVIEW PROCESS. DOCUMENTATION OF THE DELIBERATION AND DECISION IS CONTAINED IN THE EMPLOYEE'S FILE. FORM 990, PART VI, SECTION B, LINE 11B ONCE BAKER TILLY ADVISORY GROUP, LP COMPLETES ITS WORK ON THE IRS FORM 990, IT SUBMITS A DRAFT TO THE CFO WHO REVIEWS AND UPLOADS A COPY TO THE BOARD PORTAL AND ALERTS THE BOARD MEMBERS IT IS AVAILABLE TO VIEW. FOUNDATION BOARD MEMBERS ARE INSTRUCTED TO CONTACT THE CFO WITH ANY QUESTIONS, COMMENTS OR CONCERNS THAT THEY MAY HAVE PRIOR TO FILING OF THE FORM WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS REVIEWED BY THE BOARD MEMBERS ANNUALLY. IF A CONFLICT IS FOUND TO EXIST, THE AFFECTED BOARD MEMBER IS ASKED TO ABSTAIN FROM SERVING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFERS TO AFFILIATE -94,859. WESTMINSTER CANTERBURY OF WINCHESTER INC 300 WESTMINSTER-CANTERBURY DR WINCHESTER VA 22603 521266582 CONTINUING CARE RETIREMENT COMMUNITY VA 501(C)(3) LINE 10 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0