2024-09-09T13:33:28-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-01-01 202004162 KING FARM PRESBYTERIAN RETIREMENT COMMUNITY INC KING 2404999015 2275 RESEARCH BLVD STE 450 ROCKVILLE MD 20850 JAMES SPENCER CHIEF FINANCIAL OFFICER 2404999015 2024-09-09 1 0 X KERRI N BOGDA CPA P00760402 7177404863 2024-09-09 2023 2024-08-08 14:25:15Z INGLESIDE AT KING FARM JAMES SPENCER 2275 RESEARCH BLVD STE 450 ROCKVILLE MD 20850 77747870 0 X WWW.IKFMD.ORG X 2004 MD PROVIDE QUALITY CONTINUING CARE SERVICES TO OLDER ADULTS IN A PRESBYTERIAN-AFFILIATED ORGANIZATION. 16 16 430 61 0 0 347247 499385 37291075 43847958 83151 356941 930871 1424575 38652344 46128859 149797 164447 0 0 12979221 15286456 0 0 0 31463589 34064003 44592607 49514906 -5940263 -3386047 296448049 302640436 395424893 398890230 -98976844 -96249794 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 41856173 164447 43847958 CHARITABLE PURPOSE: CARING FOR SENIORSINGLESIDE AT KING FARM (IKF) IS A FAITH-BASED, NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY LOCATED IN ROCKVILLE, MARYLAND JUST NORTH OF WASHINGTON DC. IKF OFFERS FOUR LEVELS OF DISTINCT CARE TO SENIORS OVER THE AGE OF 60. RESIDENTS LIVE IN INDEPENDENT LIVING, ASSISTED LIVING, MEMORY SUPPORT ASSISTED LIVING, OR SKILLED NURSING; ALL OF WHICH ARE LICENSED AND REGULATED BY THE STATE OF MARYLAND.IKF ENHANCES THE LIVES OF ALL RESIDENTS THROUGH DAILY LIFE-ENRICHMENT PROGRAMMING. OVER 4,000 PROGRAMS ARE HELD ANNUALLY; ALL FOCUS ON THE SEVEN DIMENSIONS OF WELLNESS. OVERALL, THE PROGRAMS INCORPORATE THE PHYSICAL ASPECT OF WELLNESS CENTERS BY ENDORSING REGULAR EXERCISE, MAINTAINING GOOD NUTRITION, AND AVOIDING UNHEALTHY BEHAVIORS. IKF PROMOTES PHYSICAL WELL-BEING THROUGH REGULAR EXERCISE AND STRETCHING PROGRAMS AND OFFERING A PERSONAL TRAINER ON CAMPUS TO PROVIDE RESIDENTS WITH INDIVIDUAL ATTENTION. AN INDOOR POOL AND SWIMMING INSTRUCTION ARE ALSO AVAILABLE TO RESIDENTS AS A MEANS OF HELPING THEM STAY PHYSICALLY FIT. IN ADDITION, IKF OFFERS NUTRITIONIST SERVICES TO CONSULT WITH RESIDENTS CONCERNING THEIR INDIVIDUAL DIETS.IKF ENCOURAGES INTELLECTUAL WELLNESS FOR RESIDENTS BY OFFERING CONVERSATIONS ON CURRENT EVENTS, OPPORTUNITIES TO LISTEN TO SPEAKERS ON A WIDE VARIETY OF SUBJECTS, AND A CHANCE TO PARTICIPATE IN THE RESIDENT COUNCIL AND OTHER COMMUNITY ORGANIZED COMMITTEES WHICH OFFER ADVICE AND PARTNERSHIP TO THE CAMPUS ADMINISTRATION. FOR THOSE WHO ARE EXPERIENCING MEMORY LOSS, IKF HAS DEDICATED STAFF PERSONS TO DESIGN AND LEAD SPECIAL PROGRAMS TO INVIGORATE THE MIND. EMOTIONAL WELLNESS INCORPORATES THE CONCEPT OF BELIEVING IN ONESELF, HAVING THE ABILITY TO COPE AND ADJUST TO CHALLENGES IN A HEALTHY WAY, ENJOYING LIFE, AND STAYING OPTIMISTIC IN BELIEFS. IKF PROMOTES EMOTIONAL WELLNESS BY ENGAGING RESIDENTS IN DECISION-MAKING PROCESSES WHEN APPROPRIATE, CELEBRATING THEIR LIFETIME MILESTONES, AND PROVIDING A WIDE VARIETY OF ACTIVITIES THAT APPEAL TO DIVERSE PEOPLE. FOR EXAMPLE, RESIDENTS ARE ENCOURAGED TO TAKE A LEADERSHIP ROLE IN CREATING ON-CAMPUS PROGRAMS.CONTINUING CARE RETIREMENT COMMUNITIES (CCRCS) ARE, BY THEIR VERY NATURE, SOCIAL ENTITIES ENABLING RELATIONSHIP DEVELOPMENT. TRADITIONALLY, PEOPLE WHO AGE IN CCRCS LIVE LONGER THAN THOSE WHO DO NOT LARGELY BECAUSE OF THE SOCIAL ENVIRONMENT AND CONTINUING HEALTH CARE. RESIDENTS DINE TOGETHER, ATTEND EVENTS AND ACTIVITIES TOGETHER, AND OCCUPY THE SAME COMMON AREAS. RESIDENTS ARE NOT ISOLATED AS COMPARED TO IF THEY LIVED ALONE. MORNING MINGLES AND OUTREACH BY THE WELCOME COMMITTEE ARE IMPORTANT WAYS OF KEEPING RESIDENT ENGAGEMENT VIBRANT AT IKF. PEOPLE AT IKF COME FROM DIVERSE BACKGROUNDS WITH A WIDE VARIETY OF BELIEFS AND IDEALS AND FEEL FREE TO SHARE THESE INTERESTS WITH OTHERS.THERE ARE MANY DIMENSIONS TO SPIRITUAL WELL-BEING AND IKF HONORS ALL OF THEM. PROTESTANT, CATHOLIC, AND JEWISH SERVICES ARE ALL OFFERED REGULARLY. BELIEFS ARE HONORED ON THE WORLD DAY OF PRAYER. THERE IS A SPIRITUAL LIFE COMMITTEE OF MEMBERS LED BY THE IKF CHAPLAIN. THE COMMITTEE FOCUSES ON DEVELOPING AN INCLUSIVE SENSE OF SPIRIT AT IKF. IN 2020, IKF HIRED A SECOND CHAPLAIN TO ENHANCE THE SPIRITUAL LIFE OF THE COMMUNITY. THROUGH ITS LIFE ENRICHMENT PROGRAMS, PEOPLE FIND DEEPER PURPOSE AND MEANING IN THEIR LIVES. IKF OFFERS DANCE, TAI CHI, CHORUS AND A VARIETY OF ACTIVITIES THAT AWAKEN THE SPIRITUAL SIDE OF RESIDENTS.FROM AN ENVIRONMENTAL WELLNESS PERSPECTIVE, IKF IS A LEADER IN ENERGY AND ENVIRONMENTAL DESIGN (LEED) BECAUSE WE ARE A (GREEN) CERTIFIED BUILDING. RESIDENTS RECYCLE, AND IKF HAS RECEIVED RECYCLING AWARDS FROM THE COUNTY. THE BEAUTIFUL BUILDINGS PROVIDE RESIDENTS WITH A CALM AND RELAXING ENVIRONMENT IN WHICH TO LIVE.CHARITABLE PURPOSE: HEALTH CAREIKF PROVIDES 24 HOUR EMERGENCY SUPPORT TO ALL RESIDENTS. FOR THOSE WHO LIVE IN INDEPENDENT LIVING, A 24 HOUR, 7 DAY A WEEK CONCIERGE WILL CONTACT 911 FOR EMERGENCY SERVICE. FOR ASSISTED LIVING, MEMORY SUPPORT ASSISTED LIVING, AND COMPREHENSIVE CARE, 24 HOUR EMERGENCY CARE IS PROVIDED.IKF ALSO PROVIDES HEALTH CARE IN OUR ASSISTED LIVING, MEMORY SUPPORT ASSISTED LIVING, AND SKILLED NURSING ENVIRONMENTS. RESIDENTS WHO RETURN FROM THE HOSPITAL OR WHOSE HEALTH IS DECLINING, OFTEN REQUIRE ADDITIONAL CARE AND RESIDENTS MAY TRANSFER WITHIN TO RECEIVE INCREASINGLY COMPREHENSIVE LEVELS OF CARE - EITHER SHORT OR LONG-TERM. A WEEKLY RESIDENT REVIEW COMMITTEE, COMPRISED OF MANY LEADERSHIP DISCIPLINES, DISCUSS AND EVALUATE THE BEST SETTING WITHIN THE COMMUNITY FOR EACH RESIDENT NEEDING A CHANGE IN SERVICES. A WELLNESS CENTER IS STAFFED TO PROVIDE RESIDENTS WITH SERVICES OF AN ON-SITE NURSE. THE NURSE PROVIDES MONTHLY HEALTH EDUCATION TO ALL RESIDENTS. IN ADDITION, A PODIATRIST, OPTOMETRIST, AND DERMATOLOGIST VISIT REGULARLY TO SEE RESIDENTS. IKF ALSO PARTNERS WITH A REHABILITATION COMPANY TO OFFER OUT-PATIENT SERVICES TO RESIDENTS IN NEED OF PHYSICAL, OCCUPATIONAL AND SPEECH THERAPIES.THE RESIDENTS OF IKF BENEFIT FROM ALL THE SERVICES AND OPPORTUNITIES PROVIDED TO THEM AS THEY EXPERIENCE OLDER ADULTHOOD. THESE OFFERINGS ALLOW THE RESIDENTS TO OBTAIN A CAREFREE LIFESTYLE INSPIRED BY THEIR OWN CHOICES.THE CORPORATION EXTENDS CHARITY CARE AND OTHER SUPPORT TO RESIDENTS WHO MEET CERTAIN CRITERIA UNDER ITS BENEVOLENT CARE POLICY AND WHO ARE UNABLE TO PAY FOR SERVICES, AT ALL LEVELS OF CARE, AS NEEDED AND WHEN APPROPRIATE, WITHOUT CHARGE OR AT RATES LESS THAN THOSE ESTABLISHED. THIS SUPPORT IS PROVIDED THROUGH A BENEVOLENCE FUND ESTABLISHED AT THE OUTSET OF THE COMMUNITY. 41856173 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 29 0 430 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MD X AMANDA MASSETTI CONTROLLER 3014072067 2275 RESEARCH BLVD SUITE 450 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 DON BOARDMAN DIRECTOR 0.80 1.60 X 0 0 0 PEGGY CECCHINE DIRECTOR 0.80 4.00 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 ROBYN STONE DIRECTOR (UNTIL 01/23) 0.80 3.20 X 0 0 0 DENIS VON KAEPPLER DIRECTOR 0.80 3.20 X 0 0 0 ALICE BUHL DIRECTOR 0.80 3.20 X 0 0 0 JANET KELLEY DIRECTOR 0.80 4.20 X 0 0 0 BRUCE BARTELS IMMEDIATE PAST CHAIR 0.80 3.20 X X 0 0 0 LYNN O'CONNOR PRESIDENT/CEO 8.00 47.00 X 0 595433 37262 CHRISTINE PODLES COO 8.00 47.00 X 0 333861 11348 DUSANKA DELOVSKA-TRAKOVA CIO 8.00 47.00 X 0 284108 11653 TRACI ALLEY CHIEF HR OFFICER 8.00 47.00 X 0 320899 14904 JENNIFER SARGENT VP HUMAN RESOURCES 13.00 42.00 X 0 161373 14870 KENYA S BRYANT EXECUTIVE DIRECTOR 40.00 0.00 X 210671 0 6760 ABDO KARMOUCH DIRECTOR OF PROPERTY MANAGEMENT 40.00 0.00 X 126773 0 12686 ERICA SHERN DIRECTOR OF NURSING 40.00 0.00 X 141493 0 9154 SOPHIA BRAUNS DIRECTOR OF SALES 40.00 0.00 X 136464 0 17044 MORINATU ADENIYI-OLADAPO COMM. DIR. OF HEALTH SERVICES 40.00 0.00 X 165530 0 5649 KEVILIN PRAH ADMINISTRATOR 40.00 0.00 X 113733 0 7067 894664 1695674 148397 11 0 1 0 UNIDINE CORPORATION PO BOX 102289 ATLANTA GA 30268 DINING SERVICES 3700755 WASHINGTONIAN COMPANIES LLC 8645 ZIGGY LANE GAITHERSBURG MD 20877 CONTRACTED SERVICES 2878423 INFOSTRUCTURES 1390 PICCARD DRIVE ROCKVILLE MD 20850 IT SERVICES 716877 ADVANCED BUILDING SERVICES INC 23475 ROCK HAVEN WAY STERLING VA 20166 HVAC SERVICES 641337 CONTRERAS CONTRACTING LLC 129 COLFAX DRIVE MANASSAS VA 20111 CONTRACTED SERVICES 608134 23 467722 31663 499385 RESIDENT REVENUE 623000 43847958 43847958 43847958 882055 882055 289917 289917 4060 4383 -323 -323 -323 30799597 31614628 -815031 -815031 -815031 RESIDENT UPGRADES 623000 757050 757050 ACTIVITES REVENUE 623000 231198 231198 BEAUTY/BARBER SHOP INCOME 623000 168073 168073 268577 268577 1424898 46128859 43847958 0 1781516 164447 164447 217431 189590 27841 12738409 11297481 1440928 141360 120188 21172 1294120 1167556 126564 895136 793657 101479 2463010 2463010 20331 20331 46666 46666 278 278 33802 33802 3917024 2580220 1336804 272521 272521 389516 168936 220580 220146 220146 9522126 9522126 16376 16376 79885 25810 54075 12557830 12557830 412574 412574 DIETARY EXPENSE 2467613 2467613 ERC FEES 661140 661140 MEDICAL SUPPLIES 337560 337560 THERAPY EXPENSES 299122 299122 346483 147661 198822 49514906 41856173 7658733 0 400 400 4251772 11926863 2148179 3242306 70251 57013 980301 726054 356643203 104651128 258833636 251992075 24440695 27706125 5722815 6989600 296448049 302640436 3208521 3475770 41865242 45620560 136733430 133439477 213617700 216354423 395424893 398890230 X -102862224 -101902107 3885380 5652313 -98976844 -96249794 296448049 302640436 X -3386047 3110011 3003086 X 0 1 X 1 0 X 23796 1970002 574831 347247 499385 3415261 22853855 29039849 32645533 37291075 43847958 165678270 1410888 1369811 1119370 890447 1409129 6199645 24288539 32379662 34339734 38528769 45756472 175293176 0 0 0 175293176 749446 965962 383114 493605 1176032 3768159 749446 965962 383114 493605 1176032 3768159 39662 45382 39645 40847 15769 181305 25077647 33391006 34762493 39063221 46948273 179242640 0.97800 0.97680 0.02100 0.02200 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 39,662. 2020 AMOUNT: $ 45,382. 2021 AMOUNT: $ 39,645. 2022 AMOUNT: $ 40,847. 2023 AMOUNT: $ 15,769. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 278 278 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. 23115317 23115317 315483704 90347781 225135923 18038217 14303347 3734870 5965 5965 251992075 PRIORITY LIST DEPOSITS 1935708 REFUNDABLE ENTRANCE FEES 209586453 REFUNDABLE ADVANCES 4832262 216354423 X 52212537 3110011 2969284 6079295 46133242 -4383 -4383 46128859 49485487 4383 4383 49481104 33802 33802 49514906 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD (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 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 FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION 1,766,933. INVESTMENT FEES -33,802. GAIN ON CHARITABLE GIFT ANNUITY 1,236,153. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -4,383. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 4,383. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 33,802. 1 WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION 2275 RESEARCH BLVD STE 450 ROCKVILLE MD 20850 541949766 501(C)(3) 164447 0 GENERAL OPERATING SUPPORT 1 0 PART I, LINE 2: 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. 0 1 0 0 0 0 0 1 0 LYNN O'CONNOR PRESIDENT/CEO 0 461132 0 134301 0 0 0 32114 0 5148 0 632695 0 0 CHRISTINE PODLES COO 0 312836 0 21025 0 0 0 9150 0 2198 0 345209 0 0 TRACI ALLEY CHIEF HR OFFICER 0 267149 0 53750 0 0 0 7463 0 7441 0 335803 0 0 DUSANKA DELOVSKA-TRAKOVA CIO 0 233123 0 50985 0 0 0 3105 0 8548 0 295761 0 0 KENYA S BRYANT EXECUTIVE DIRECTOR 204004 0 6667 0 0 0 728 0 6032 0 217431 0 0 0 JENNIFER SARGENT VP HUMAN RESOURCES 0 144456 0 16917 0 0 0 2637 0 12233 0 176243 0 0 MORINATU ADENIYI-OLADAPO COMM. DIR. OF HEALTH SERVICES 165530 0 0 0 0 0 2911 0 2738 0 171179 0 0 0 SOPHIA BRAUNS DIRECTOR OF SALES 87142 0 49300 0 22 0 4372 0 12672 0 153508 0 0 0 ERICA SHERN DIRECTOR OF NURSING 141471 0 0 0 22 0 0 0 9154 0 150647 0 0 0 PART I, LINE 3 THE CEO AND KEY EMPLOYEES ARE PAID BY A RELATED ORGANIZATION. COMPENSATION IS DETERMINED BY A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEYS OR STUDIES, AND APPROVAL BY THE BOARD'S COMPENSATION COMMITTEE. PART I, LINE 4B LYNN O'CONNOR PARTICIPATED IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR WHICH $22,964 WAS CONTRIBUTED IN 2023. 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. A MAYOR AND COUNCIL OF ROCKVILLE 526001573 774223BX8 2017-11-01 224280000 FACILITY CONSTRUCTION AND REFUNDING OF PRIOR ISSUE 0 0 0 A 95085000 234303675 9444268 12723691 4169708 122641547 84872900 2019 1 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: MAYOR AND COUNCIL OF ROCKVILLE DATE THE REBATE COMPUTATION WAS PERFORMED: 10/31/2022 SCHEDULE K, PART II, LINE 3: THE AMOUNT OF PROCEEDS REPORTED ON PART II, LINE 3 INCLUDES PREMIUM ON THE BOND ISSUE, HENCE THE AMOUNT DIFFERS FROM THE FACE VALUE OF THE BONDS AS LISTED IN PART I, COLUMN E. FORM 990, PART VI, SECTION A, LINE 1A 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 DIRECTORS. 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 THE POWER TO DEFINE THE MISSION, POLICIES, AND RETAINING, EVALUATING, AND SETTING COMPENSATION FOR THE PRESIDENT/CEO. THE AUTHORITY FOR SETTING THE COMPENSATION FOR THE PRESIDENT/CEO RESTS WITH THE EXECUTIVE COMMITTEE OF THE PARENT ORGANIZATION'S BOARD. IT ALSO HAS THE RIGHT TO DELEGATE ANY OF ITS POWERS TO THE OFFICERS OF THE CORPORATION. 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 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: CHANGE IN INTEREST IN NET ASSETS OF FOUNDATION 1,766,933. GAIN ON CHARITABLE GIFT ANNUITY 1,236,153. 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 0 WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY 12191 CLIPPER DRIVE LAKE RIDGE VA 22192 530128590 RESIDENTIAL HEALTH CARE VA 501(C)(3) LINE 10 WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC 0 WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION 2275 RESEARCH BLVD STE 450 ROCKVILLE MD 20850 541949766 PROVIDES SUPPORT TO RELATED ORGANIZATIONS DC 501(C)(3) LINE 12A, I WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC 0 WESTMINSTER INGLESIDE KING FARM RETIREMENT COMMUNITIES INC 2275 RESEARCH BLVD STE 450 ROCKVILLE MD 20850 453825159 SUPPORTING ORGANIZATION DC 501(C)(3) LINE 12B, II N/A 0 INGLESIDE AT HOME LLC 2275 RESEARCH BLVD STE 450 ROCKVILLE MD 20850 474127765 HOME CARE SERVICES VA 501(C)(3) LINE 10 WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC 0 THE WESTMINSTER INGLESIDE GROUP LLC 2275 RESEARCH BLVD STE 450 ROCKVILLE MD 20850 474479605 MANAGEMENT SVC. DE N/A C 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0