WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY INC (EIN 52-1654803)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-03
- IRS object ID
- 201543079349300414
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-03T08:55:54-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521654803 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER PRESBYTERIAN RETIREMENT | BusinessNameLine1Txt |
| Business Name Line2 | COMMUNITY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 7036439711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12191 CLIPPER DRIVE | AddressLine1Txt |
| City | LAKE RIDGE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22192 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM HAEGER | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 7036439711 | PhoneNum |
| Signature | 2015-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIUS GREEN CPA JD | PreparerPersonNm |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER AT LAKE RIDGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LYNN O'CONNOR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5121 BROAD BRANCH RD NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,909,337 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WLRVA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE QUALITY CONTINUING CARE SERVICES TO OLDER ADULTS IN PRESBYTERIAN-AFFILIATED ORGANIZATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 354 | TotalEmployeeCnt |
| Total Volunteers | 257 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $178,172 | PYContributionsGrantsAmt |
| CY Contributions Grants | $51,052 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,711,093 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,656,858 | CYProgramServiceRevenueAmt |
| PY Investment Income | $342,169 | PYInvestmentIncomeAmt |
| CY Investment Income | $432,509 | CYInvestmentIncomeAmt |
| PY Other Revenue | $375,433 | PYOtherRevenueAmt |
| CY Other Revenue | $364,869 | CYOtherRevenueAmt |
| PY Total Revenue | $20,606,867 | PYTotalRevenueAmt |
| CY Total Revenue | $22,505,288 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,480 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,372,344 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,877,787 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,160,423 | PYOtherExpensesAmt |
| CY Other Expenses | $11,333,243 | CYOtherExpensesAmt |
| PY Total Expenses | $20,532,767 | PYTotalExpensesAmt |
| CY Total Expenses | $21,216,510 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $74,100 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,288,778 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $48,764,716 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,472,583 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $90,678,242 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $90,896,730 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$41,913,526 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$40,424,147 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WESTMINSTER INGLESIDE 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,885,391 | ExpenseAmt |
| Grant | $5,480 | GrantAmt |
| Revenue | $21,656,858 | RevenueAmt |
| Desc | WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY, INC., (WESTMINSTER) THROUGH ITS GOVERNANCE, MANAGEMENT AND RESIDENTS, IS A COMMUNITY BASED IN CHRISTIAN VALUES AND PRINCIPLES, MEETING THE NEEDS OF THE ELDERLY, AND CARING FOR EACH OTHER IN A LOVING AND COMPASSIONATE WAY. WESTMINSTER IS AFFILIATED WITH THE PRESBYTERIAN CHURCHES CONSTITUTING THE NATIONAL CAPITAL PRESBYTERY OF THE PRESBYTERIAN CHURCH (USA) AND OTHER CHURCHES THAT VOLUNTARILY SUPPORT WESTMINSTER AND ITS ACTIVITIES. WESTMINSTER OFFERS A BROAD RANGE OF FACILITIES AND SERVICES THAT PROVIDE COMFORTABLE RESIDENTIAL AND PROFESSIONAL HEALTH CARE FACILITIES, TAILORED TO ELDERLY PERSONS OF VARIOUS PHYSICAL, SOCIAL, EMOTIONAL, SPIRITUAL, AND ECONOMIC MEANS. LOCATED IN LAKE RIDGE, VIRGINIA, WESTMINSTER COMPRISES 235 APARTMENTS AND COTTAGES, 46 ASSISTED LIVING BEDS AND 60 SKILLED NURSING CARE BEDS. IN THE HEALTH CARE FACILITIES, SPECIAL EMPHASIS IS PLACED ON THE EMOTIONAL WELL-BEING OF THE RESIDENTS AND FAMILIES DURING DIFFICULT PERIODS IN THEIR LIVES, AND HOSPICE CARE IS AVAILABLE. WESTMINSTER OFFERS BEREAVEMENT, SUPPORT COUNSELING AND SUPPORT GROUPS FOR RESIDENTS, FAMILIES AND STAFF, INCLUDING REFERRAL SERVICES. WESTMINSTER SEEKS TO ENSURE THE HIGHEST DEGREE OF RESIDENT SATISFACTION AND QUALITY OF LIFE. WESTMINSTER STRIVES TO ENSURE RESIDENT INDEPENDENCE AND INDIVIDUALITY WHILE CULTIVATING A SENSE OF COMMUNITY, OPEN COMMUNICATION AND MUTUAL RESPECT. PROGRAMMING IS AVAILABLE TO ENABLE AND ENCOURAGE RESIDENT PARTICIPATION IN ALL AREAS OF RESIDENT WELLNESS AND MANAGEMENT DECISION MAKING. WESTMINSTER HAS ESTABLISHED A RESIDENT SUPPORT FUND TO PROVIDE CONFIDENTIAL FINANCIAL ASSISTANCE TO RESIDENTS UNDER CERTAIN CIRCUMSTANCES. IT IS WESTMINSTER'S POLICY TO PROVIDE, SUBJECT TO AVAILABILITY OF FUNDS, ASSISTANCE TO A RESIDENT BY SUBSIDIZING PART OF HIS OR HER MONTHLY FEE, WHERE THE FINANCIAL RESOURCES OF THE RESIDENT, THROUGH NO FAULT OF THEIR OWN, HAVE BEEN DEPLETED AND THEY ARE UNABLE TO PAY.VOLUNTEERS ARE ESSENTIAL TO THE FULFILLMENT OF WESTMINSTER'S MISSION. WESTMINSTER IS GOVERNED BY A VOLUNTEER, COMMUNITY-BASED BOARD OF DIRECTORS. RESIDENTS VOLUNTEER BOTH WITHIN WESTMINSTER AND IN THE BROADER COMMUNITY. RESIDENTS MAINTAIN A RESIDENT ASSOCIATION WITH A VARIETY OF COMMITTEES THAT FOSTER COMMUNITY AND ENHANCE THE OVERALL QUALITY OF THE LIVES OF RESIDENTS. OUTSIDE FAMILY AND FRIENDS VOLUNTEER AND PROVIDE FELLOWSHIP. DURING 2014, CUMULATIVE RECORDING OF CONTRIBUTIONS AT WESTMINSTER INDICATES RESIDENTS PROVIDED 30,970 HOURS OF VOLUNTEER HOURS. THESE HOURS WERE LOGGED AS 197 VOLUNTEERS WENT ABOUT GIVING BACK TO THE COMMUNITY THROUGHOUT THE YEAR. APPROXIMATELY 60 VOLUNTEERS FROM THE GREATER COMMUNITY CONTRIBUTED OVER 2,000 HOURS TO THE LIFE ENRICHMENT OF OUR RESIDENTS. WESTMINSTER RESIDENTS HAVE ESTABLISHED A SCHOLARSHIP FUND TO PROVIDE GRANTS TO STUDENTS WHO GRADUATE HIGH SCHOOL, ARE CONTINUING THEIR HIGHER EDUCATION, AND WHO WORK AT WESTMINSTER.OVER 20 OUTSIDE ORGANIZATIONS COME TO WESTMINSTER FOR FUNCTIONS. LAST YEAR APPROXIMATELY $52,000 WAS DONATED BY WESTMINSTER TO MAKE THESE EVENTS HAPPEN IN SUPPORT OF COMMUNITY GROUPS LIKE THE ROTARY CLUB, THE LION'S CLUB, AND THE PRINCE WILLIAM AREA AGENCY ON AGING AND THE BOYS AND GIRLS CLUB.WESTMINSTER AT LAKE RIDGE RESIDENTS AND STAFF VISIT ROCKLEDGE ELEMENTARY SCHOOL ONCE A MONTH TO MENTOR KINDERGARTENERS WHILE THEY READ AND PERFORM MATH ACTIVITIES. THE RESIDENTS ALSO HELP SORT FOOD ITEMS AT A LOCAL HOMELESS SHELTER IN MANASSAS.THE CORPORATION EXTENDS CHARITY CARE AND OTHER SUPPORT TO RESIDENTS, WHO MEET CERTAIN CRITERIA UNDER ITS BENEVOLENT CARE POLICY AND ARE UNABLE TO PAY FOR SERVICES, AT ALL LEVELS OF CARE AS NEEDED AND WHEN APPROPRIATE WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. BECAUSE THE CORPORATION DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO BE BENEVOLENT CARE, THEY ARE NOT REPORTED AS RESIDENT SERVICE REVENUES.THE CORPORATION MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE IT PROVIDES. THE COSTS ASSOCIATED WITH THE CHARITY CARE SERVICES PROVIDED ARE ESTIMATED BY APPLYING A COST-TO-CHARGE RATIO TO THE AMOUNT OF GROSS UNCOMPENSATED CHARGES FOR THE PATIENTS RECEIVING CHARITY CARE. THE LEVEL OF CHARITY CARE PROVIDED BY THE CORPORATION AMOUNTED TO APPROXIMATELY $491,814 INCLUDING COSTS RELATED TO THE MEDICAID PROGRAM OF APPROXIMATELY $402,318 AND $51,052 OF SUPPORT PROVIDED BY THE FOUNDATION DURING 2014. | Desc |
| Total Program Service Expenses | $18,885,391 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 57 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 354 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM HAEGER CONTROLLER | PersonNm |
| Phone | 2025963132 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5121 BROAD BRANCH RD NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DALE CLARK | |||||||||
| BOARD MEMBER | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| MORGAN DOOLITTLE III | |||||||||
| CHAIR | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JAN FELDMAN | |||||||||
| BOARD MEMBER | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRY HOPKINS | |||||||||
| BOARD MEMBER | 0.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD KELLEY | |||||||||
| BOARD MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KARL MATTISON | |||||||||
| BOARD MEMBER | 4.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM LEAHY | |||||||||
| BOARD MEMBER | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RUDY COHEN | |||||||||
| BOARD MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BETH DAVIDSON | |||||||||
| SECRETARY | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RICHARD RIEGEL | |||||||||
| VICE CHAIR | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JANE CAMPBELL | |||||||||
| BOARD MEMBER | 3.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBYN STONE | |||||||||
| BOARD MEMBER | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHELLEY JENNINGS | |||||||||
| BOARD MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PETE WILLSON | |||||||||
| BOARD MEMBER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT FRI | |||||||||
| CHAIRMAN (RESIGNED OCTOBER 31, 2014) | 5.00 | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| CHARLES PETTY | |||||||||
| SECRETARY (RESIGNED MARCH 31, 2014) | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LYNN O'CONNOR | |||||||||
| PRESIDENT | 12.00 | 28.00 | $0 | $346,822 | $28,051 | Yes (X) | |||
| YORAM TANAY | |||||||||
| CFO | 12.00 | 28.00 | $0 | $307,317 | $34,245 | Yes (X) | |||
| ELIZABETH BUSH | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | $176,287 | $0 | $1,397 | Yes (X) | |||
| DUSANKA DELOVSKA-TRAKOVA | |||||||||
| CIO | 13.30 | 26.60 | $0 | $128,309 | $6,059 | Yes (X) | |||
| MONIQUE ELIEZER | |||||||||
| VP SALES MKTG & STRATEGY | 13.30 | 26.60 | $0 | $326,187 | $33,266 | Yes (X) | |||
| KIMBERLY ANDREADIS | |||||||||
| DIRECTOR OF MARKETING | 40.00 | 0.00 | $142,126 | $0 | $1,147 | Yes (X) | |||
| SUSAN HADEKA | |||||||||
| DIRECTOR OF NURSING | 40.00 | 0.00 | $108,537 | $0 | $23,692 | Yes (X) | |||
| VICTORIA PAYLOR | |||||||||
| VP HUMAN RESOURCES | 40.00 | 0.00 | $123,527 | $0 | $13,754 | Yes (X) | |||
| CYNTHIA FITHIAN | |||||||||
| MARKETING EXECUTIVE | 40.00 | 0.00 | $127,068 | $0 | $10,549 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $677,545 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,108,635 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $152,160 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FLAGSHIP REHABILITATION | |||||
| 157 BALTIMORE STREET | CUMBERLAND | MD | 21502 | OCCUP., PHYSICAL & SPEECH THERAPY | $1,057,720 |
| OMNICARE INC | |||||
| PO BOX 78000 | DETROIT | MI | 48278 | PHARMACY PROVIDER | $320,796 |
| PARENTEBEARD LLC | |||||
| PO BOX 7398 | MADISON | WI | 537077398 | AUDITING SERVICES | $136,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $51,052 | RelatedOrganizationsAmt |
| Total Contributions | $51,052 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $21,656,858 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,656,858 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,656,858 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $444,749 | TotalRevenueColumnAmt |
| Exclusion | $444,749 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,391,809 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,404,049 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$12,240 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,240 | TotalRevenueColumnAmt |
| Exclusion | -$12,240 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| SPECIAL EVENTS | 623000 | $94,487 | $94,487 |
| GUEST ROOM/GUEST MEALS | 623000 | $86,206 | $86,206 |
| CAFE/DELI | 623000 | $51,243 | $51,243 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $132,933 | TotalRevenueColumnAmt |
| Exclusion | $132,933 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $364,869 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,505,288 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,656,858 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $797,378 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,480 | TotalAmt |
| Program Services | $5,480 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,684 | TotalAmt |
| Program Services | $160,755 | ProgramServicesAmt |
| Management And General | $16,929 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,470,439 | TotalAmt |
| Program Services | $6,645,393 | ProgramServicesAmt |
| Management And General | $825,046 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,515 | TotalAmt |
| Program Services | $61,900 | ProgramServicesAmt |
| Management And General | $7,615 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,437,042 | TotalAmt |
| Program Services | $1,117,953 | ProgramServicesAmt |
| Management And General | $319,089 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $723,107 | TotalAmt |
| Program Services | $661,501 | ProgramServicesAmt |
| Management And General | $61,606 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,296 | TotalAmt |
| Management And General | $481,296 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,659 | TotalAmt |
| Management And General | $47,659 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,378 | TotalAmt |
| Management And General | $53,378 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195 | TotalAmt |
| Management And General | $195 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,329 | TotalAmt |
| Management And General | $55,329 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $695,608 | TotalAmt |
| Program Services | $565,879 | ProgramServicesAmt |
| Management And General | $129,729 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,880 | TotalAmt |
| Program Services | $417,848 | ProgramServicesAmt |
| Management And General | $5,032 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,075 | TotalAmt |
| Program Services | $385,284 | ProgramServicesAmt |
| Management And General | $81,791 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,600 | TotalAmt |
| Program Services | $1,834 | ProgramServicesAmt |
| Management And General | $70,766 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,661,108 | TotalAmt |
| Program Services | $3,658,864 | ProgramServicesAmt |
| Management And General | $2,244 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,182 | TotalAmt |
| Program Services | $39,537 | ProgramServicesAmt |
| Management And General | $11,645 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,985 | TotalAmt |
| Program Services | $32 | ProgramServicesAmt |
| Management And General | $1,953 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667 | TotalAmt |
| Program Services | $667 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,772,473 | TotalAmt |
| Program Services | $1,772,473 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,031 | TotalAmt |
| Management And General | $115,031 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FOOD EXPENSES | $1,485,712 | $1,485,712 |
| THERAPY EXPENSES | $1,122,815 | $1,122,815 |
| MEDICAL SUPPLIES | $628,474 | $628,474 |
| BAD DEBT EXPENSE | $114,705 | $114,705 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,071 | TotalAmt |
| Program Services | $38,285 | ProgramServicesAmt |
| Management And General | $44,786 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,216,510 | TotalAmt |
| Program Services | $18,885,391 | ProgramServicesAmt |
| Management And General | $2,331,119 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,536,664 | BOYAmt |
| EOY | $7,233,769 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,993,595 | BOYAmt |
| EOY | $1,119,049 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,313 | BOYAmt |
| EOY | $130,965 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $66,909,560 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,565,561 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,756,268 | BOYAmt |
| EOY | $26,343,999 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,334,500 | BOYAmt |
| EOY | $14,567,842 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,131 | BOYAmt |
| EOY | $151,810 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $788,245 | BOYAmt |
| EOY | $925,149 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,764,716 | BOYAmt |
| EOY | $50,472,583 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,586,638 | BOYAmt |
| EOY | $2,265,855 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,271,826 | BOYAmt |
| EOY | $17,955,671 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,180,000 | BOYAmt |
| EOY | $36,245,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,872 | BOYAmt |
| EOY | $6,785 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,633,906 | BOYAmt |
| EOY | $34,423,419 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,678,242 | BOYAmt |
| EOY | $90,896,730 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$43,204,519 | BOYAmt |
| EOY | -$41,856,653 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,290,993 | BOYAmt |
| EOY | $1,432,506 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$41,913,526 | BOYAmt |
| EOY | -$40,424,147 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,764,716 | BOYAmt |
| EOY | $50,472,583 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,288,778 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $63,697 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $136,904 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $79,937 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $114,266 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $178,172 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,052 | CurrentTaxYearAmt |
| Total | $423,427 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,448,955 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,707,884 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,454,449 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,711,093 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,656,858 | CurrentTaxYearAmt |
| Total | $95,979,239 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $364,830 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $318,091 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $320,710 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $295,821 | CurrentTaxYearAmt |
| Total | $1,299,452 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,448,955 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,152,651 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,886,806 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,209,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,003,731 | CurrentTaxYearAmt |
| Total | $97,702,118 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $97,702,118 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $420,282 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $690,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $376,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $443,546 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,749 | CurrentTaxYearAmt |
| Total | $1,974,886 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $420,282 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $690,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $376,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $443,546 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,749 | CurrentTaxYearAmt |
| Total | $1,974,886 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $6,647 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,632 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,723 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,049 | CurrentTaxYearAmt |
| Total | $176,051 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,869,237 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,849,582 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,308,463 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,708,244 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,117,529 | CurrentTaxYearAmt |
| Total | $99,853,055 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97850 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97450 | PublicSupportPY509Pct |
| Investment Income CY | 0.01980 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02440 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2011 AMOUNT: $ 6,647. 2012 AMOUNT: $ 1,013. 2013 AMOUNT: $ 10,520. 2014 AMOUNT: $ 14,670. EMPLOYEE MEALS - 2012 AMOUNT: $ 33,607. 2013 AMOUNT: $ 39,958. 2014 AMOUNT: $ 48,979. POOL INCOME - 2012 AMOUNT: $ 6,298. APPLICATION FEES - 2012 AMOUNT: $ 4,714. 2013 AMOUNT: $ 4,245. 2014 AMOUNT: $ 5,400. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $195 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $195 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,282,832 | OtherCostOrOtherBasisAmt |
| Book Value | $7,282,832 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,812,592 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,419,173 | DepreciationAmt |
| Book Value | $17,393,419 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,526,192 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,146,388 | DepreciationAmt |
| Book Value | $1,379,804 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $287,944 | OtherCostOrOtherBasisAmt |
| Book Value | $287,944 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $26,343,999 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS | $338,206 |
| DUE TO AFFILIATES | $129,145 |
| REFUNDABLE ENTRANCE FEES | $33,956,068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $34,423,419 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $22,650,560 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $63,697 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $136,904 | OtherRevenueAmt |
| Revenue Not Reported | $200,601 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,449,959 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $55,329 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $55,329 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,505,288 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,161,181 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,161,181 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $55,329 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $55,329 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,216,510 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION HOLDS FUNDS FOR RESIDENTS WHO ARE NOT CAPABLE OF HANDLING THEIR OWN FINANCES. RESIDENTS CAN SIGN UP TO HAVE THEIR MONTHLY INCOME DEPOSITED IN THE RESIDENT FUND MANAGEMENT SERVICE ACCOUNT. RESIDENTS' MONHTLY BILLS ARE PAID FROM THIS ACCOUNT. NATIONAL DATACARE IS USED AS THE RESIDENT FUND MANAGEMENT SERVICE TO TRACK AND REPORT THE ACTIVITY. |
| PART X, LINE 2: | THE CORPORATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING 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. THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN EITHER 2014 OR 2013. THE CORPORATION'S FEDERAL RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX FOR THE YEARS ENDED DECEMBER 31, 2013, 2012, AND 2011 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INCREASE IN VALUE OF INVESTMENT IN FOUNDATION 136,904. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5121 BROAD BRANCH RD NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 541949766 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $5,480 | CashGrantAmt |
| Purpose Of Grant | GENERAL OPERATING SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSISTANCE IS IN THE FORM OF REIMBURSED EXPENSES FOR A RELATED ENTITY. ALL ACCOUNTING FUNCTIONS ARE PERFORMED ON A CONSOLIDATED BASIS AND NO FURTHER MONITORING IS NECESSARY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LYNN O'CONNOR | ||||||||||||||
| PRESIDENT | $0 | $296,722 | $0 | $50,100 | $0 | $0 | $0 | $24,940 | $0 | $3,111 | $0 | $374,873 | $0 | $0 |
| YORAM TANAY | ||||||||||||||
| CFO | $0 | $256,317 | $0 | $51,000 | $0 | $0 | $0 | $18,392 | $0 | $15,853 | $0 | $341,562 | $0 | $0 |
| ELIZABETH BUSH | ||||||||||||||
| EXECUTIVE DIRECTOR | $176,287 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,397 | $0 | $177,684 | $0 | $0 | $0 |
| MONIQUE ELIEZER | ||||||||||||||
| VP SALES MKTG & STRATEGY | $0 | $326,187 | $0 | $0 | $0 | $0 | $0 | $10,123 | $0 | $23,143 | $0 | $359,453 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | CYNTHIA FITHIAN LIVED IN A HOUSING UNIT AS PART OF HER COMPENSATION PACKAGE. SHE PAID $300 MONTHLY RENT WHICH WAS INCLUDED IN HER W-2. |
| PART I, LINE 4B | LYNN O'CONNOR PARTICIPATED IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR WHICH $14,813 WAS CONTRIBUTED IN 2014. YORAM TANAY ALSO PARTICIPATED IN THE SAME PLAN, WITH A $13,037 NON-VESTED CONTRIBUTION FOR THE YEAR. |
| PART I, LINE 7 | EXECUTIVES LYNN O'CONNOR, THE PRESIDENT AND CEO, AND YORAM TANAY, THE CFO, RECEIVED BONUSES AT THE DISCRETION OF THE BOARD OF DIRECTORS. THE BONUSES WERE BASED ON SET GOALS SUCH AS THE COMMUNITIES ACHIEVING THEIR BOND COVENANTS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDUSTRIAL DEVELOPMENT AUTHORITY OF THE COUNTY OF PRINCE WILLIAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521325659 | BondIssuerEIN |
| CUSIP | 741756BQ2 | CUSIPNum |
| Bond Issued | 2006-11-02 | BondIssuedDt |
| Issue Price | $45,145,093 | IssuePriceAmt |
| Purpose | REFUNDING ISSUE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $8,900,093 | RetiredAmt |
| Total Proceeds | $45,145,093 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $898,539 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $44,246,554 | OtherSpentProceedsAmt |
| Substantial Completion | 2006 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: INDUSTRIAL DEVELOPMENT AUTHORITY OF THE COUNTY OF PRINCE WILLI DATE THE REBATE COMPUTATION WAS PERFORMED: 12/31/2013 |
| PART IV, LINE 2C: | A REBATE CALCULATION WAS PERFORMED ON DECEMBER 31, 2013 BY AN OUTSIDE CONSULTANT SPECIALIZING IN THE CALCULATIONS AND DOCUMENTATION WAS PROVIDED TO THE ORGANIZATION THAT NO REBATE WAS DUE. THE NEXT REBATE CALCULATION IS DUE TO BE PERFORMED IN 2018. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY E ROGOFF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE OF KEY EMPLOYEE MONIQUE ELIEZER, VP SALES, MARKETING AND STRATEGY | RelationshipDescriptionTxt |
| Transaction | $53,668 | TransactionAmt |
| Transaction | CONSULTING SERVICES AT INGLESIDE AT HOME. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE BOARD DELEGATES AUTHORITY TO THE EXECUTIVE COMMITTEE. 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 A, LINE 6 | WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES, INC. (45-3825159) IS THE SOLE MEMBER OF THE FILING ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF THE PARENT, WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES, INC. (45-3825159), HOLDS THE POWER TO ELECT, APPOINT, AND REMOVE MEMBERS OF THE ORGANIZATION'S BOARD OF |
| FORM 990, PART VI, SECTION A, LINE 7B | WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES, INC. THE PARENT ORGANIZATION, HAS THE POWER TO ACT ON BEHALF OF THE ORGANIZATION AS WELL AS HAVING THE POWER TO DEFINE THE MISSION, POLICIES, AND RETAINING, EVALUATING, AND SETTING COMPENSATION FOR THE PRESIDENT/CEO. IT ALSO HAS THE RIGHT TO DELEGATE ANY OF ITS POWERS TO THE OFFICERS OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 PROCESSES INCLUDE 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 USED AN INDEPENDENT COMPENSATION CONSULTANT, RODEGHERO CONSULTING GROUP, 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, WHICH THEN GOES TO THE BOARD OF DIRECTORS FOR APPROVAL. 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: | INCREASE IN VALUE OF INVESTMENT IN FOUNDATION 136,904. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| INGLESIDE PRESBYTERIAN RETIREMENT COMMUNITY | ||||||||||
| 3050 MILITARY ROAD | WASHINGTON | DC | 20015 | 530128590 | RESIDENTIAL HEALTH CARE | DC | 501(C)(3) | LINE 9 | WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC | 0 |
| KING FARM PRESBYTERIAN RETIREMENT COMMUNITY | ||||||||||
| 701 KING FARM BLVD | ROCKVILLE | MD | 20850 | 202004162 | RESIDENTIAL HEALTH CARE | MD | 501(C)(3) | LINE 9 | WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC | 0 |
| WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION | ||||||||||
| 5121 BROAD BRANCH ROAD | WASHINGTON | DC | 20008 | 541949766 | SUPPORTING ORGANIZATION | VA | 501(C)(3) | LINE 11A, I | WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC | 0 |
| WESTMINSTER INGLESIDE KING FARM RETIREMENT COMMUNITIES INC | ||||||||||
| 5121 BROAD BRANCH ROAD | WASHINGTON | DC | 20008 | 453825159 | SUPPORTING ORGANIZATION | DC | 501(C)(3) | LINE 11B, II | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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