2024-02-13T06:54:09-05:00 2023-03-31 263762434 HOSKINS QUIROS OSBORNE LABEAUME CPA LLC 926 LAKE BALDWIN LN ORLANDO FL 32814 990 2022-04-01 593614812 WESTMINSTER SERVICES INC WEST 4078395050 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 HENRY T KEITH CFO/TREASUR/EXEC VP 4078395050 2024-02-06 true HENRY KEITH 999009999 true RUSSELL K HOSKINS P00533774 4072773000 2024-02-05 2022 2023-04-26 12:10:37Z HENRY T KEITH 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 17525534 false X N/A X 1999 FL THE ENTITY IS ORGANIZED FOR EXEMPT CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING THE PROVISION OF GENERAL OPERATIONAL SERVICES TO THE ENTITIES OF THE WESTMINSTER RETIREMENT COMMUNITIES, INC. (WRC) AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. (PRC). ALL OF THE ENTITIES OF WRC AND PRC ARE EXEMPT UNDER IRC SECTION 501(C)(3). THE ORGANIZATION PROVIDES CERTAIN FINANCIAL AND OPERATIONAL MANAGEMENT SERVICES TO THE ENTITIES OF WRC AND PRC. 14 11 192 0 552662 416579 15460433 16952010 0 153418 156945 16166513 17525534 0 0 13529859 14560832 0 1676502 2900322 3519989 16430181 18080821 -263668 -555287 10527032 10264060 9839378 10131693 687654 132367 X THE ENTITY IS ORGANIZED FOR EXEMPT CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING THE PROVISION OF GENERAL OPERATIONAL SERVICES TO THE ENTITIES OF THE WESTMINSTER RETIREMENT COMMUNITIES, INC. (WRC) AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. (PRC). ALL OF THE ENTITIES OF WRC AND PRC ARE EXEMPT UNDER IRC SECTION 501(C)(3). THE ORGANIZATION PROVIDES CERTAIN FINANCIAL AND OPERATIONAL MANAGEMENT SERVICES TO THE ENTITIES OF WRC AND PRC. false false 14434173 16952010 THE ORGANIZATION PROVIDES MANAGEMENT SERVICES TO THE NONPROFIT ORGANIZATIONS WESTMINSTER RETIREMENT COMMUNITIES, INC. AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. THE ORGANIZATION MANAGED OVER TWO DOZEN COMMUNITIES SERVING OVER 5,000 RESIDENTS ON BEHALF OF WESTMINSTER RETIREMENT COMMUNITIES, INC. AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. 14434173 true true false false false false false false false false false false false false true false false true false false false false false false false false false false false true false false false true false false false false false false false false false true false false false true 96 0 true 192 true false false false false false false false false false false false false false false X 14 11 false false false false true true true true true false false false true true true true true true true false X WESTMINSTER SERVICES INC 4078395050 80 W LUCERNE CIRCLE ORLANDO FL 32801 X JOHN HILLENMEYER CHAIRMAN 0.25 X X 0 0 0 TERENCE ROGERS CEO/PRESIDEN 40.00 X 664385 0 36488 HENRY T KEITH CFO/TREASUR/ 40.00 X 530394 0 24643 GARY D HENNIS COO/EXECUTIV 40.00 X 464464 0 20996 MEGAN FAUBEL SECRETARY 0.25 X 0 0 0 STEPHEN DYE DIRECTOR 0.25 X 0 0 0 GREG BUSTLE DIRECTOR 0.25 X 0 0 0 WILLIAM BELL DIRECTOR 0.25 X 0 0 0 DONALD DODDRIDGE DIRECTOR 0.25 X 0 0 0 JEFFREY MOCK DIRECTOR 0.25 X 0 0 0 LINDA SHELLEY DIRECTOR 0.25 X 0 0 0 CARLEN MADDUX DIRECTOR 0.25 X 0 0 0 JOHN MARK RAMSEY DIRECTOR 0.25 X 0 0 0 JOHN DEBEVOISE DIRECTOR 0.25 X 0 0 0 NORMA CACERES CONTROLLER 40.00 X 173173 0 14678 MARY M KLEIN CHRO 40.00 X 389068 0 24633 RAYMOND J POLASKI SENIOR VP OP 40.00 X 356777 0 22568 DOMINICK DESARRO VP PHARMACY 40.00 X 340511 0 23154 JANET R HERRON VICE PRESIDE 40.00 X 293186 0 20976 CHRISTIAN WICKBERG VP OF CONSTR 40.00 X 253588 0 17871 3465546 206007 66 false true false FUGLEBERG KOCH PLLC 2555 TEMPLE TRAIL WINTER PARK FL 32789 ARCHITECTURE 406137 SHI INTERNATIONAL CORP 290 DAVIDSON AVENUE SOMERSET NJ 08873 IT SERVICES 393556 CANOPY ADVERTISING LLC 4929 MONROE ROAD CHARLOTTE NC 28205 MARKETING 365683 THINK CONSTRUCTION SERVICES LLC 4685 118TH AVE N CLEARWATER FL 33762 CONSTRUCTION 279652 CLIFTON LARSON ALLEN LLP 420 S ORANGE AVE STE 900 ORLANDO FL 32801 CPA FIRM 191750 13 416579 416579 MANAGEMENT FEES 561000 16360467 16360467 OTHER INCOME 900099 591543 591543 16952010 INTEREST INCOME FROM KEY EMPL 900099 156945 156945 156945 17525534 16952010 156945 1929221 1524532 217731 186958 10892825 8607858 1229357 1055610 199380 147869 21731 29780 739997 554206 81084 104707 799409 613635 88782 96992 298994 263115 35879 279200 245696 33504 25235 21421 3814 135992 115947 16023 4022 187205 164740 22465 285528 280627 4901 195553 163731 22802 9020 207764 182832 24932 DATA PROCESSING 1029144 902994 123286 2864 PERSONNEL & RECRUITMENT 303719 267114 36434 171 FOUNDATION FUNDRAISING 168963 168963 CONSULTANTS 146099 146099 256593 231757 16136 8700 18080821 14434173 1970146 1676502 1614451 1951816 176875 311525 6828407 6985352 23888 44790 505268 406292 93592 1378143 470693 10527032 10264060 2853504 2556247 6985874 7575446 9839378 10131693 X 687654 132367 687654 132367 10527032 10264060 -555287 X false true X true false X X X 2 PRESBYTERIAN RETIREMENT COMMUNITIES INC AND AFFILIATE 590931267 10 false 0 0 WESTMINSTER RETIREMENT COMMUNITIES INC AND AFFILIATES 311682149 10 false 0 0 2 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED DUE TO AFFILIATES 7575446 7575446 X X X false false false false false false false false false TERENCE ROGERS CEO/PRESIDENT 568283 76309 19793 24156 12332 700873 HENRY T KEITH CFO/TREASUR/EXEC VP 454118 50447 25829 13663 10980 555037 GARY D HENNIS COO/EXECUTIVE VP 399639 42266 22559 10016 10980 485460 NORMA CACERES CONTROLLER 4596 168577 6427 8251 187851 MARY M KLEIN CHRO 291658 64418 32992 13813 10820 413701 RAYMOND J POLASKI SENIOR VP OPERATIONS 303420 15912 37445 11627 10941 379345 DOMINICK DESARRO VP PHARMACY SERVICES 247757 56970 35784 12443 10711 363665 JANET R HERRON VICE PRESIDENT 221581 27446 44159 10452 10524 314162 CHRISTIAN WICKBERG VP OF CONSTRUCTION 215600 11155 26833 7445 10426 271459 JAMES EMERSON SPLIT DOLLAR LIFE INSUR ARRANGEMENT X 6985352 false true true 6985352 FORM 990 - ORGANIZATION'S MISSION THE ENTITY IS ORGANIZED FOR EXEMPT CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING THE PROVISION OF GENERAL OPERATIONAL SERVICES TO THE ENTITIES OF THE WESTMINSTER RETIREMENT COMMUNITIES, INC. (WRC) AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. (PRC). ALL OF THE ENTITIES OF WRC AND PRC ARE EXEMPT UNDER IRC SECTION 501(C)(3). THE ORGANIZATION PROVIDES CERTAIN FINANCIAL AND OPERATIONAL MANAGEMENT SERVICES TO THE ENTITIES OF WRC AND PRC. FORM 990 BOND OBLIGATIONS: THE FOLLOWING TAX-EXEMPT BONDS WERE ISSUED FOR "THE OBLIGATED GROUP" LISTED BELOW. EACH MEMBER OF THE OBLIGATED GROUP HAS RECORDED THEIR PORTION OF THE BONDS BASED ON THE EXPECTED USE OF THE BOND PROCEEDS. ALL MEMBERS OF THE OBLIGATED GROUP ARE INDIVIDUALLY AND COLLECTIVELY OBLIGATED UNDER THE TERMS OF THE BOND. WESTMINSTER SERVICES, INC. HAS NOT RECEIVED ANY PROCEEDS FROM THE BOND ISSUES. BOND ISSUES: ISSUER NAME DATE ISSUED ISSUE PRICE 2014 ORANGE COUNTY HEALTH FACILITIES AUTHORITY 7/02/14 49,158,980 2015 ORANGE COUNTY HEALTH FACILITIES AUTHORITY 6/15/15 48,668,087 2016 ORANGE COUNTY HEALTH FACILITIES AUTHORITY 12/15/16 176,065,533 2020A ST. JOHNS COUNTY INDUSTRIAL DEVELOPMENT AUTH 9/28/20 65,855,780 OBLIGATED GROUP MEMBERS AND EMPLOYER IDENTIFICATION NUMBERS (EIN): PRESBYTERIAN RETIREMENT COMMUNITIES, INC. 59-0931267 WESTMINSTER SHORES, INC. 59-0714826 SUNCOAST MANOR RETIREMENT COMMUNITY, INC. 59-0991279 WESLEY MANOR, INC. 59-0872675 PALM SHORES RETIREMENT COMMUNITY, INC. 58-3725912 WESTMINSTER RETIREMENT COMMUNITIES FOUNDATION, INC. 23-7414048 WESTMINSTER SERVICES, INC. 59-3614812 WESTMINSTER PINES, INC. 59-3725902 FORM 990, PAGE 6, PART VI, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS WESTMINSTER RETIREMENT COMMUNITIES, INC. FORM 990, PAGE 6, PART VI, LINE 7A WESTMINSTER RETIREMENT COMMUNITIES, INC. MAY ELECT ONE OR MORE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 7B WESTMINSTER RETIREMENT COMMUNITIES, INC. MUST APPROVE DISSOLUTION OF THE ORGANIZATION, SALE OF SUBSTANTIAL ASSETS, NEW BOARD MEMBERS OR REPLACEMENT OF THE MANAGEMENT COMPANY. FORM 990, PAGE 6, PART VI, LINE 11B THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE 990 BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C THE WRITTEN CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED ANNUALLY BY THE BOARD OF DIRECTORS, OFFICERS AND EMPLOYEES. WITH A CENTRALIZED ACCOUNTS PAYABLE AND PAYROLL SYSTEM, THE MANAGEMENT COMPANY MONITORS ALL PAYMENTS AND TRANSACTIONS WITH VENDORS. IN ADDITION, THE ORGANIZATION HAS A TOLL-FREE COMPLIANCE HOTLINE THAT CAN BE USED BY BOARD MEMBERS OR STAFF TO REPORT ANY ISSUES. FORM 990, PAGE 6, PART VI, LINE 15A SEE BELOW. FORM 990, PAGE 6, PART VI, LINE 15B THE ORGANIZATION UTILIZES NUMEROUS SALARY SURVEYS WITH LIKE-KIND ORGANIZATIONS TO DETERMINE THE PROPER SALARY/WAGE AMOUNT FOR EACH EMPLOYEE. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART VII AVERAGE HOURS PER WEEK ARE SHARED BETWEEN THE RELATED ORGANIZATIONS OF WESTMINSTER RETIREMENT COMMUNITIES, INC. AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. ASBURY ARMS NORTH INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 593486188 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false ASBURY ARMS INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 237070334 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false COLLEGE ARMS TOWERS INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 237025116 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false GATEWAY TERRACE INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 591163698 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false GEORGIA BELLE APARTMENTS INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 591300852 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false JEFFERSON CENTER INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 596169729 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMUNITIES INC false LOUTTIT MANOR INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 591163560 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false MAGNOLIA TOWERS INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 591115878 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false PALM SHORES RETIREMENT COMM INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 583725912 HOME AGED FL 501C3 10 PRESBYTERI AN RETIREMENT COMMUNITIES INC false PENSACOLA RETIREMENT VILLAGE 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 591802496 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false PENSACOLA RETIREMENT VILLAGE III 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 593369240 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false PENSACOLA RETIREMENT VILLAGE IV 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 550855004 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false PENSACOLA RETIREMENT VILLAGE V 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 562372327 HUD COMM FL 501C3 PF WESTMINSTE R RETIREMENT COMMUNITIES INC false PRESBYTERIAN RETIREMENT COMM INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 590931267 HOME AGED FL 501C3 10 NA false RIVERSIDE PRESBYTERIAN APARTMENTS 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 596196718 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false RIVERSIDE PRESBYTERIAN HOUSE INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 591361949 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false SUNCOAST MANOR FOUNDATION INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 593671288 HUD COMM FL 501C3 12A WESTMINSTE R RETIREMENT COMMUNITIES INC false SUNCOAST MANOR RETIREMENT COMM INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 590991279 HOME AGED FL 501C3 10 PRESBYTERI AN RETIREMENT COMMUNITIES INC false WESLEY MANOR INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 590872675 HOME AGED FL 501C3 10 PRESBYTERI AN RETIREMENT COMMUNITIES INC false WESTMINSTER ASBURY EAST INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 352393493 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false WESTMINSTER FOUNDATION III INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 383842959 HUD COMM FL 501C3 10 NA false WESTMINSTER PINES INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 593725902 HOME AGED FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false WESTMINSTER RETIRE COMM FOUNDATION 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 237414048 PUBFOUNDAT FL 501C3 12A WESTMINSTE R RETIREMENT COMMUNITIES INC false WESTMINSTER RETIREMENT COMM INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 311682149 PARENT CO. FL 501C3 12A NA false WESTMINSTER SENIOR SERVICES INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 593725901 SENIOR SVC FL 501C3 10 NA false WESTMINSTER SHORES INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 590714826 HOME AGED FL 501C3 10 PRESBYTERI AN RETIREMENT COMMUNITIES INC false WHITE SANDS MANOR II INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 593669591 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false WHITE SANDS MANOR INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 591998019 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false false false true false false false false false false false true true false false false true true false false