Westminster Canterbury Lynchburg

Legal name: Westminster-canterbury of Lynchburg Inc

Nonprofit profile at a glance

EIN
540988608
IRS 990 coverage
2009–2024
Official website data refreshed
Jun 2026
Forms available
Form 990 2024
Location
Lynchburg, VA, United States
Phone
434-386-3500
Rating
87
Verdict
STRONG
Rating confidence
Standard
Sector
Supportive Housing for Older Adults
Affiliation
Christianity

Official website

Reported finances

Revenue
$40,140,586
Expenses
$37,133,242
Assets
$152,793,497
Liabilities
$126,098,754

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

27 people listed

Executive titles in this filing

  • SEAN HUYETT (PRESIDENT/CEO)
  • PAUL SHELTON (VICE PRESIDENT/CFO)
  • LORI SWEENEY (VICE PRESIDENT OF HEALTH SERVICES)

Highest reported compensation

  • SEAN HUYETT (PRESIDENT/CEO): $424,545 total reported compensation
  • PAUL SHELTON (VICE PRESIDENT/CFO): $267,330 total reported compensation
  • LORI SWEENEY (VICE PRESIDENT OF HEALTH SERVICES): $192,910 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Our mission is to build and support a community that provides a continuum of care for seniors, focusing on a high quality of life, a full spectrum of services and a commitment to dignity, compassion and respect for all. We are an inclusive community where people from all backgrounds can thrive, and we are a responsible partner that supports the senior living needs of the larger community. Sense of Unity. Founded by the Episcopal and Presbyterian churches, Westminster Canterbury of Lynchburg opened its doors in 1980. What began as two apartment buildings with a health services center has grown to include cottages, four residential buildings, a wellness center and modern healthcare center. Today, our nonprofit, interfaith Life Plan Community provides healthcare, wellness and recreational services to approximately 450 residents. Ready to Connect? REACH OUT FOR MORE INFORMATION Complete...

What it reported doing in 2024

Wcl is designed to operate a nonprofit continuing care retirement community, guided by christian ideals which promote independence and dignity, providing quality housing, health care and security to residents in a fiscally responsible manner. Wcl had total of 421 unitsacross independent living, assisted living, and the health center, with approximately 97% of the independent living units occupied as of september 30, 2025. Wcl is committed to a program of services which provide residents with housing, healthcare, security and a variety of activities and services.

Operating model

Revenue model
Other-operating. 93% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 84
  • Transparency & Controls: 84
  • Accountability: 100
  • Sustainability: 61
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 90.5%; rating input score 90
  • Program expense ratio: 97%; rating input score 97
  • Fundraising efficiency: $4.02 raised per $1 spent on fundraising; rating input score 16; 16th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Missing
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 7.5%; rating input score 61; 61st percentile among comparable filings
  • Total-asset coverage ratio: 4.11; rating input score 82; 82nd percentile among comparable filings
  • Liabilities to assets ratio: 0.83; rating input score 13; 13th percentile among comparable filings
  • Officer compensation ratio: 4%; rating input score 59; 59th percentile among comparable filings

Growth

  • Program expense growth: 4.3% per year; rating input score 100; 36th percentile among comparable filings
  • Revenue growth: 3.7% per year; rating input score 100; 31st percentile among comparable filings
  • Asset growth: 7.3% per year; rating input score 100; 51st percentile among comparable filings

Details

  • What they do: 1 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 90.5% of revenue deployed · 97% of spending went to programs
  • Governance: 16 of 16 board members independent · 8 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $36M in reported program spending
  • Leadership: top reported pay $425K · 27 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 3 contractors listed · $347K reported
  • Consistency: 31 of 31 current checks pass
  • Schedules: 8 filed schedules · includes major donors and executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 16/100.
  • High — Sustainability: Liabilities to assets ratio scored 13/100.
  • Review — Sustainability: Officer compensation ratio scored 59/100.