2025-11-04T13:19:18-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 453825159 WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC WEST 3014072030 702 KING FARM BLVD STE 510 ROCKVILLE MD 20850 LYNN O'CONNOR PRESIDENT/CEO 3014072030 2025-10-04 1 0 X KERRI N BOGDA P00760402 7177404863 2025-10-04 2024 2025-03-06 01:10:19Z X INGLESIDE LYNN O'CONNOR 702 KING FARM BLVD STE 510 ROCKVILLE MD 20850 8171446 0 X WWW.INGLESIDEONLINE.ORG X 2011 DC PROVIDE MANAGEMENT SERVICES TO ITS AFFILIATED ORGANIZATIONS. 14 14 47 18 -11711 137 0 0 6927691 8110047 248821 73110 55795 -11711 7232307 8171446 0 0 0 0 4310238 6551421 0 0 0 2018993 1444471 6329231 7995892 903076 175554 4940848 5218474 3970994 4060218 969854 1158256 X WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC. WILL EXCEL IN PROVIDING DISTINCTIVE AND SUSTAINABLE RESIDENTIAL SETTINGS WHERE ACTIVE SENIORS LIVE IN VIBRANT, CARING, AND SPIRITUALLY RICH COMMUNITIES, AND WHERE THEY CAN RELY ON CONTINUING WELLNESS AND HEALTHCARE SERVICES FOR THEMSELVES AND THEIR NEIGHBORS. 0 0 51092 8110047 INGLESIDE IS AN ORGANIZATION OF PEOPLE IMBUED WITH A SPIRIT OF GIVING. AS THE NOT-FOR-PROFIT PARENT OF THE INGLESIDE SYSTEM OF AFFILIATES, WE LEAD INGLESIDE AT ROCK CREEK, WESTMINSTER AT LAKE RIDGE, AND INGLESIDE AT KING FARM, ALL OF WHICH ARE 501(C)(3) NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITIES.WE ALSO LEAD THE WESTMINSTER INGLESIDE FOUNDATION, A 501(C)(3) CHARITABLE GIVING FOUNDATION DEDICATED TO ENHANCING THE QUALITY OF LIFE FOR THE RESIDENTS OF OUR THREE INGLESIDE CONTINUING CARE RETIREMENT COMMUNITIES NOTED ABOVE. ALL OF OUR PROGRAMS AND SERVICES PROVIDE EXCEPTIONAL EXPERIENCES FOR THE OLDER ADULTS WE SERVE, AS WELL AS EMPLOYEES, VOLUNTEERS AND PARTNERS. OUR WORK IS A REFLECTION OF OUR VISION, MISSION AND VALUES. 51092 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 47 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X AMANDA MASSETTI CONTROLLER 3014072067 702 KING FARM BLVD STE 510 ROCKVILLE MD 20850 NANCY KUHN CHAIR 1.20 4.80 X X 0 0 0 STEVEN WAGNER VICE CHAIR 1.20 4.80 X X 0 0 0 JENNIFER CHANDLER HAUGE SECRETARY 1.20 4.80 X X 0 0 0 ROBERT BREMNER DIRECTOR 0.80 3.20 X 0 0 0 DON BOARDMAN DIRECTOR 0.80 1.60 X 0 0 0 PEGGY CECCHINE DIRECTOR 0.80 4.00 X 0 0 0 DALE CLARK DIRECTOR 0.80 3.20 X 0 0 0 SALLY COX DIRECTOR 0.80 3.20 X 0 0 0 HOWARD GLECKMAN DIRECTOR 0.80 3.20 X 0 0 0 GREGG JOHNSON DIRECTOR 0.80 3.20 X 0 0 0 RUTH KATZ DIRECTOR 0.80 3.20 X 0 0 0 JOHN KREUTZER DIRECTOR 0.80 3.20 X 0 0 0 PHILLIP MAGIDSON DIRECTOR 0.80 3.20 X 0 0 0 JAY NEWTON-SMALL DIRECTOR 0.80 3.20 X 0 0 0 LYNN O'CONNOR PRESIDENT/CEO 15.00 40.00 X 638176 0 36488 DOUGLAS MYERS PRESIDENT/CEO 15.00 40.00 X 410497 0 38358 CHRISTINE PODLES COO 15.00 40.00 X 333731 0 10430 TRACI ALLEY CHIEF HR OFFICER 15.00 40.00 X 325167 0 23832 DUSANKA DELOVSKA-TRAKOVA CIO 15.00 40.00 X 259452 0 20299 JAMES SPENCER CFO & CHIEF GROWTH OFFICER 15.00 40.00 X 614084 0 0 KRISTIN SHANKS VICE PRESIDENT OF SALES 15.00 40.00 X 247637 0 16779 AMANDA MASSETTI CONTROLLER 40.00 0.00 X 188633 0 8816 CHRISTEN MILSTEAD VICE PRESIDENT OF MARKETING 40.00 0.00 X 183188 0 20438 JENNIFER SARGENT VP HUMAN RESOURCES 1.00 40.00 X 178837 0 31828 LEEANN STEVENS DIRECTOR 40.00 0.00 X 156059 0 4881 3535461 0 212149 18 0 1 0 BRANDYWINE RESEARCH LLC POBOX 826733 PHILADELPHIA PA 191826733 LEASED CORPORATE OFFICE SPACE 681222 SILVERBLOOM CONSULTING LLC 1276 MONROE AVENUE WYOMISSING PA 19610 CFO CONSULTING SERVICES 646224 TCI 5556 PORT ROYAL ROAD SPRINGFIELD VA 22151 IT SERVICES 494791 POINTCLICKCARE TECHNOLOGIES INC PO BOX 674802 DETROIT MI 482674802 BILLING/CLINICAL ERP SYSTEM 250722 BAKER TILLY VIRCHOW KRAUSE LLP PO BOX 78975 MILWAUKEE WI 532788975 AUDIT AND ADVISORY 226119 8 MANAGEMENT FEES 561000 8110047 8110047 8110047 73110 73110 OUTSOURCED FINANCIAL S 561000 1137 1137 S CORPORATION LOSS 621610 -12848 -12848 -11711 8171446 8110047 -11711 73110 2662652 2662652 3002596 3002596 67181 67181 436226 436226 382766 382766 175075 175075 31158 31158 135 135 499511 499511 1904 1904 105640 105640 15427 15427 473 473 20599 20599 31277 31277 258904 19815 239089 36592 36592 LICENSE, FEES, DUES 178651 178651 EDUCATION 52683 52683 EMPLOYEE RECOGNITION 35574 35574 RECRUITING AND NEW EMPL 868 868 7995892 51092 7944800 0 797025 1254185 866629 101031 396898 566054 2831098 2746852 53397 84246 938365 64836 1241375 1002285 1520688 1272308 4940848 5218474 1818664 2185459 2152330 1874759 3970994 4060218 X 969854 1158256 969854 1158256 4940848 5218474 X 175554 12848 X 0 1 X 1 0 X X X 4 INGLESIDE PRESBYTERIAN RETIREMENT COMMUNITY INC 530128590 10 1 0 0 KING FARM PRESBYTERIAN RETIREMENT COMMUNITY INC 202004162 10 1 0 0 WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY INC 521654803 10 1 0 0 INGLESIDE AT HOME INC 474127765 10 1 0 0 4 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 135 135 0 PART II-B, LINE 1: THE FILING ORGANIZATION IS A MEMBER OF VARIOUS ORGANIZATIONS THAT SUPPORT SENIOR LIVING COMMUNITIES. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS IS ALLOCATED TO LOBBYING EXPENSES. 2770498 2746852 23646 60600 60600 84246 DUE FROM AFFILIATES 1272308 1272308 LEASE LIABILITY 1008259 REFUNDABLE ADVANCES 866500 1874759 X 8184294 0 8184294 -12848 -12848 8171446 7995892 0 7995892 0 7995892 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE FASB ACCOUNTING STANDARD FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE STANDARD ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES AND DISCLOSURE. MANAGEMENT HAS DETERMINED THAT THIS STANDARD DOES NOT HAVE A MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: S CORPORATION LOSS -12,848. X X X X 0 1 0 0 0 0 0 1 0 LYNN O'CONNOR PRESIDENT/CEO 473150 0 165000 0 26 0 32108 0 4380 0 674664 0 0 0 JAMES SPENCER CFO & CHIEF GROWTH OFFICER 437500 0 169946 0 6638 0 0 0 0 0 614084 0 0 0 DOUGLAS MYERS PRESIDENT/CEO 323620 0 86851 0 26 0 9150 0 29208 0 448855 0 0 0 TRACI ALLEY CHIEF HR OFFICER 241146 0 83995 0 26 0 8993 0 14839 0 348999 0 0 0 CHRISTINE PODLES COO 270631 0 63074 0 26 0 9150 0 1280 0 344161 0 0 0 DUSANKA DELOVSKA-TRAKOVA CIO 188073 0 71379 0 0 0 3800 0 16499 0 279751 0 0 0 KRISTIN SHANKS VICE PRESIDENT OF SALES 200610 0 47000 0 27 0 7830 0 8949 0 264416 0 0 0 JENNIFER SARGENT VP HUMAN RESOURCES 145360 0 33450 0 27 0 4239 0 27589 0 210665 0 0 0 CHRISTEN MILSTEAD VICE PRESIDENT OF MARKETING 122111 0 61050 0 27 0 5948 0 14490 0 203626 0 0 0 AMANDA MASSETTI CONTROLLER 167378 0 21228 0 27 0 5954 0 2862 0 197449 0 0 0 LEEANN STEVENS DIRECTOR 156032 0 0 0 27 0 3915 0 966 0 160940 0 0 0 PART I, LINE 4B LYNN O'CONNOR PARTICIPATED IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR WHICH $22,958 WAS CONTRIBUTED IN 2024. PART I, LINE 7 EXECUTIVE LYNN O'CONNOR, THE PRESIDENT AND CEO, CAN RECEIVE A BONUS AT THE DISCRETION OF THE BOARD OF DIRECTORS. THE BONUS IS BASED ON SET GOALS SUCH AS THE COMMUNITIES ACHIEVING THEIR BOND COVENANTS. OTHER OFFICERS AND KEY EMPLOYEES CAN ALSO RECEIVE BONUSES BASED UPON A SIMILAR SET OF GOALS. JAMES SPENCER OWNER OF SILVERBLOOM CONSULTING 646224 JAMES SPENCER, AN OFFICER OF THE CORPORATION, IS PAID THROUGH SILVERBLOOM CONSULTING. MR. SPENCER'S COMPENSATION IS DECIDED BY INDEPENDENT PERSONS AND ALL COMPENSATION IS DETERMINED TO BE AT FAIR MARKET VALUE FOR THE INDUSTRY. 0 FORM 990, PART VI, SECTION A, LINE 1A AT TIMES, THE BOARD WILL DELEGATE AUTHORITY TO THE EXECUTIVE COMMITTEE, USUALLY IF THE BOARD IS UNABLE TO MEET AS A WHOLE. THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIR, VICE CHAIR, CHAIR EMERITUS, PRESIDENT/CEO, SECRETARY, AND TREASURER. ALL ARE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE INITIAL REVIEW IS PERFORMED BY THE PRESIDENT, CHIEF FINANCIAL OFFICER, AND CONTROLLER. ONCE THE MANAGEMENT TEAM APPROVES THE DRAFT, ALL BOARD MEMBERS RECEIVE A COPY OF THE RETURN FOR REVIEW. BOARD MEMBERS MAY DISCUSS CORRECTIONS, REVISIONS, AND QUESTIONS WITH MANAGEMENT. SUBSEQUENT TO BOARD REVIEW, THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE WRITTEN CONFLICT OF INTEREST POLICY STATES THAT DIRECTORS, OFFICERS, AND ALL EMPLOYEES ANNUALLY, OR AT ANY TIME THAT A SITUATION ARISES, DECLARE CONFLICTS OF INTEREST. NOT ONLY ACTUAL CONFLICTS BUT TRANSACTIONS FROM WHICH A CONFLICT MAY APPEAR TO EXIST ARE TO BE DISCLOSED TO THE BOARD CHAIR OR THE FOUNDATION DIRECTOR. THE BOARD CHAIRMAN, DIRECTOR, AND PRESIDENT/CEO OF THE ORGANIZATION MONITOR CONFLICT DISCLOSURES. ANY DIRECTOR OR OFFICER FOR WHICH A CONFLICT MAY BE INVOLVED IS EXPECTED TO REMAIN REMOVED FROM ANY DISCUSSIONS OR DECISION-MAKING RELATED TO THE CONFLICT. BUSINESS AND FAMILY RELATIONSHIPS ARE SPECIFICALLY MENTIONED IN THE CONFLICT OF INTEREST STATEMENT AS PART OF THE DUE DILIGENCE THE ORGANIZATION FOLLOWS TO ENSURE CONFLICTS ARE HANDLED IN AN ETHICAL MANNER. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD EXECUTIVE COMMITTEE SERVING AS THE COMPENSATION COMMITTEE FOLLOWS COMPENSATION BEST PRACTICE PROCESSES TO EVALUATE AND COMPENSATE THE PRESIDENT/CEO. THE PROCESS INCLUDES THE FOLLOWING: THE BOARD EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE AND USES TWO SALARY SURVEYS TO ESTABLISH COMPENSATION WITHIN FAIR VALUE RANGE. ONE SURVEY PROVIDES INFORMATION ON AN INDUSTRY-WIDE BASIS AND THE OTHER PROVIDES COMPARABLES FOR THE DC METROPOLITAN AREA. THE BOARD ALSO USES AN INDEPENDENT COMPENSATION CONSULTANT TO ASSIST IN THE COMPENSATION ANALYSIS AND DETERMINATION. THESE METHODS PROVIDE ADDITIONAL BENCHMARKING INFORMATION TO ESTABLISH THE COMPENSATION PACKAGE FOR THE PRESIDENT/CEO. THE BOARD EXECUTIVE COMMITTEE, OPERATING AS THE COMPENSATION COMMITTEE, APPROVES THE PRESIDENT/CEO'S COMPENSATION. ALL DISCUSSIONS ON COMPENSATION ARE DOCUMENTED IN THE MINUTES OF THE EXECUTIVE SESSION. SIMILAR PROCEDURES ARE ESTABLISHED FOR OTHER KEY EMPLOYEES AS WELL. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE ORGANIZATIONS' GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE KEPT IN THE LIBRARIES AT EACH COMMUNITY. THEY ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: S CORPORATION LOSS 12,848. INGLESIDE PRESBYTERIAN RETIREMENT COMMUNITY 3050 MILITARY ROAD WASHINGTON DC 20015 530128590 RESIDENTIAL HEALTH CARE DC 501(C)(3) LINE 10 WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC 1 WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY 12191 CLIPPER DRIVE LAKE RIDGE VA 22192 521654803 RESIDENTIAL HEALTH CARE VA 501(C)(3) LINE 10 WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC 1 WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION 702 KING FARM BLVD STE 510 ROCKVILLE MD 20850 541949766 SUPPORTING ORGANIZATION VA 501(C)(3) LINE 12A, I WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC 1 KING FARM PRESBYTERIAN RETIREMENT COMMUNITY 701 KING FARM BLVD ROCKVILLE MD 20850 202004162 RESIDENTIAL HEALTH CARE MD 501(C)(3) LINE 10 WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC 1 INGLESIDE AT HOME INC 702 KING FARM BLVD STE 510 ROCKVILLE MD 20850 474127765 HOME CARE SERVICES VA 501(C)(3) LINE 10 WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC 1 THE WESTMINSTER INGLESIDE GROUP LLC 702 KING FARM BLVD STE 510 ROCKVILLE MD 20850 474479605 MANAGEMENT SVC. 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