2024-09-09T13:44:27-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-01-01 453825159 WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC WEST 3014072030 2275 RESEARCH BLVD 450 ROCKVILLE MD 20850 JAMES SPENCER CHIEF FINANCIAL OFFICER 3014072030 2024-09-09 1 0 X KERRI N BOGDA CPA P00760402 7177404863 2024-09-09 2023 2024-08-08 14:25:15Z INGLESIDE JAMES SPENCER 2275 RESEARCH BLVD 450 ROCKVILLE MD 20850 7232307 0 X INGLESIDEONLINE.ORG X 2011 DC PROVIDE MANAGEMENT SERVICES TO ITS AFFILIATED ORGANIZATIONS. 17 17 49 16 55795 24949 0 0 5539583 6927691 50956 248821 37066 55795 5627605 7232307 0 0 0 0 4002766 4310238 0 0 0 1321613 2018993 5324379 6329231 303226 903076 3650121 4940848 3583343 3970994 66778 969854 X INGLESIDE PROVIDES STRATEGIC AND OPERATIONAL LEADERSHIP THAT ENABLES OUR AFFILIATES TO EXCEL IN THEIR MISSIONS. 0 0 74893 0 6927691 INGLESIDE IS AN ORGANIZATION OF PEOPLE IMBUED WITH A SPIRIT OF GIVING. AS THE NOT-FOR-PROFIT PARENT OF THE INGLESIDE SYSTEM OF AFFILIATES, WE LEAD INGLESIDE AT ROCK CREEK, WESTMINSTER AT LAKE RIDGE, AND INGLESIDE AT KING FARM, ALL OF WHICH ARE 501(C)(3) NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITIES.WE ALSO LEAD THE WESTMINSTER INGLESIDE FOUNDATION, A 501(C)(3) CHARITABLE GIVING FOUNDATION DEDICATED TO ENHANCING THE QUALITY OF LIFE FOR THE RESIDENTS OF OUR THREE INGLESIDE CONTINUING CARE RETIREMENT COMMUNITIES NOTED ABOVE. RESPECTING THEIR INDIVIDUALITY AND DIGNITY, AND ENSURING OUR RESIDENTS HAVE A WELCOMING AND SUPPORTIVE HOME THROUGHOUT THEIR LIFETIME; WE LEAD INGLESIDE AT HOME, A 501(C)(3) ORGANIZATION THAT PROVIDES A WIDE RANGE OF HOME CARE TO ASSIST RESIDENTS REMAINING IN THEIR HOMES.ALL OF OUR PROGRAMS AND SERVICES PROVIDE EXCEPTIONAL EXPERIENCES FOR THE OLDER ADULTS WE SERVE, AS WELL AS EMPLOYEES, VOLUNTEERS AND PARTNERS. OUR WORK IS A REFLECTION OF OUR VISION, MISSION AND VALUES. 74893 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 13 0 49 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 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 ROBERT BREMNER DIRECTOR 0.80 3.20 X 0 0 0 DON BOARDMAN DIRECTOR 0.80 1.60 X 0 0 0 PEGGY CECCHINE DIRECTOR 0.80 4.00 X 0 0 0 DALE CLARK DIRECTOR 0.80 3.20 X 0 0 0 SALLY COX DIRECTOR 0.80 3.20 X 0 0 0 HOWARD GLECKMAN DIRECTOR 0.80 3.20 X 0 0 0 GREGG JOHNSON DIRECTOR 0.80 3.20 X 0 0 0 RUTH KATZ DIRECTOR 0.80 3.20 X 0 0 0 JOHN KREUTZER DIRECTOR 0.80 3.20 X 0 0 0 PHILLIP MAGIDSON DIRECTOR 0.80 3.20 X 0 0 0 JAY NEWTON-SMALL DIRECTOR 0.80 3.20 X 0 0 0 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 15.00 40.00 X 595433 0 37262 CHRISTINE PODLES COO 15.00 40.00 X 333861 0 11348 DUSANKA DELOVSKA-TRAKOVA CIO 15.00 40.00 X 284108 0 11653 TRACI ALLEY CHIEF HR OFFICER 15.00 40.00 X 320899 0 14904 JENNIFER SARGENT VP HUMAN RESOURCES 1.00 40.00 X 161373 0 14870 KENYA JEANLOUIS DIRECTOR OF CLINICAL OPERATIONS 40.00 0.00 X 139267 0 11350 CHRISTEN MILSTEAD VICE PRESIDENT OF MARKETING 40.00 0.00 X 162282 0 14899 AMANDA MASSETTI CONTROLLER 40.00 0.00 X 196042 0 9368 KRISTIN SHANKS VICE PRESIDENT OF SALES 15.00 40.00 X 310332 0 14444 CODY CHRISTIAN DIRECTOR OF ACCRED. AND QUALITY IMPROV. 40.00 0.00 X 134956 0 9489 2638553 0 149587 18 0 1 0 SYNERGI PARTNERS INC 151 W EVANS ST FLORENCE SC 29501 TAX CREDIT PROCESSING 1452258 SILVERBLOOM CONSULTING LLC 1276 MONROE AVENUE WYOMISSING PA 19610 CONSULTING SERVICES 522201 POINTCLICKCARE TECHNOLOGIES INC PO BOX 4802 DETROIT MI 48267 BILLING SERVICES 281367 RKL LLP PO BOX 8408 LANCASTER PA 176048408 ACCOUNTING SERVICES 206874 BAKER TILLY US LLP PO BOX 78975 MILWAUKEE WI 532788975 ACCOUNTING SERVICES 201850 8 MANAGEMENT FEES 561000 6927691 6927691 6927691 248821 248821 OUTSOURCED FINANCIAL S 561000 55795 55795 55795 7232307 6927691 55795 248821 X 1785711 1785711 1868870 1868870 46068 46068 363074 363074 246515 246515 129671 129671 23941 23941 152 152 1199950 1199950 463 463 90443 90443 10162 10162 5882 5882 12519 12519 38655 38655 275327 36238 239089 33970 33970 ERC FEES 119056 119056 EDUCATION 40061 40061 EMPLOYEE RECOGNITION 29158 29158 LICENSE, FEES, DUES 7939 7939 1644 1644 6329231 74893 6254338 0 430882 797025 866629 256986 0 410394 396898 2780434 2727037 68122 53397 64836 1480464 1241375 1003273 1520688 3650121 4940848 1820154 1818664 1763189 2152330 3583343 3970994 X 66778 969854 66778 969854 3650121 4940848 903076 0 X 0 1 X 1 0 X X X 4 INGLESIDE PRESBYTERIAN RETIREMENT COMMUNITY INC 530128590 10 1 0 0 KING FARM PRESBYTERIAN RETIREMENT COMMUNITY INC 202004162 10 1 0 0 WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY INC 521654803 10 1 0 0 INGLESIDE AT HOME INC 474127765 10 1 0 0 4 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 152 152 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. 2769442 2727037 42405 10992 10992 53397 DUE FROM AFFILIATES 1520688 1520688 LEASE LIABILITY 1285830 REFUNDABLE ADVANCES 866500 2152330 X 8009048 776741 776741 7232307 0 7232307 7105972 776741 776741 6329231 0 6329231 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE FASB ACCOUNTING STANDARD FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE STANDARD ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES AND DISCLOSURE. MANAGEMENT HAS DETERMINED THAT THIS STANDARD DOES NOT HAVE A MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. X X X X 0 1 0 0 0 0 0 1 0 LYNN O'CONNOR PRESIDENT/CEO 461132 0 134301 0 0 0 32114 0 5148 0 632695 0 0 0 CHRISTINE PODLES COO 312836 0 21025 0 0 0 9150 0 2198 0 345209 0 0 0 TRACI ALLEY CHIEF HR OFFICER 267149 0 53750 0 0 0 7463 0 7441 0 335803 0 0 0 KRISTIN SHANKS VICE PRESIDENT OF SALES 113810 0 196500 0 22 0 9150 0 5294 0 324776 0 0 0 DUSANKA DELOVSKA-TRAKOVA CIO 233123 0 50985 0 0 0 3105 0 8548 0 295761 0 0 0 AMANDA MASSETTI CONTROLLER 151748 0 44272 0 22 0 5933 0 3435 0 205410 0 0 0 CHRISTEN MILSTEAD VICE PRESIDENT OF MARKETING 100632 0 61650 0 0 0 4859 0 10040 0 177181 0 0 0 JENNIFER SARGENT VP HUMAN RESOURCES 144456 0 16917 0 0 0 2637 0 12233 0 176243 0 0 0 KENYA JEANLOUIS DIRECTOR OF CLINICAL OPERATIONS 121207 0 18060 0 0 0 4305 0 7045 0 150617 0 0 0 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. 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 B, LINE 11B THE INITIAL REVIEW IS PERFORMED BY THE PRESIDENT, CHIEF FINANCIAL OFFICER, AND CONTROLLER. ONCE THE MANAGEMENT TEAM APPROVES THE DRAFT, ALL BOARD MEMBERS RECEIVE A COPY OF THE RETURN FOR REVIEW. BOARD MEMBERS MAY DISCUSS CORRECTIONS, REVISIONS, AND QUESTIONS WITH MANAGEMENT. SUBSEQUENT TO BOARD REVIEW, THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE WRITTEN CONFLICT OF INTEREST POLICY STATES THAT DIRECTORS, OFFICERS, AND ALL EMPLOYEES ANNUALLY, OR AT ANY TIME THAT A SITUATION ARISES, DECLARE CONFLICTS OF INTEREST. NOT ONLY ACTUAL CONFLICTS BUT TRANSACTIONS FROM WHICH A CONFLICT MAY APPEAR TO EXIST ARE TO BE DISCLOSED TO THE BOARD CHAIR OR THE FOUNDATION DIRECTOR. THE BOARD CHAIRMAN, DIRECTOR, AND PRESIDENT/CEO OF THE ORGANIZATION MONITOR CONFLICT DISCLOSURES. ANY DIRECTOR OR OFFICER FOR WHICH A CONFLICT MAY BE INVOLVED IS EXPECTED TO REMAIN REMOVED FROM ANY DISCUSSIONS OR DECISION-MAKING RELATED TO THE CONFLICT. BUSINESS AND FAMILY RELATIONSHIPS ARE SPECIFICALLY MENTIONED IN THE CONFLICT OF INTEREST STATEMENT AS PART OF THE DUE DILIGENCE THE ORGANIZATION FOLLOWS TO ENSURE CONFLICTS ARE HANDLED IN AN ETHICAL MANNER. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD EXECUTIVE COMMITTEE SERVING AS THE COMPENSATION COMMITTEE FOLLOWS COMPENSATION BEST PRACTICE PROCESSES TO EVALUATE AND COMPENSATE THE PRESIDENT/CEO. THE PROCESS INCLUDES THE FOLLOWING: THE BOARD EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE AND USES TWO SALARY SURVEYS TO ESTABLISH COMPENSATION WITHIN FAIR VALUE RANGE. ONE SURVEY PROVIDES INFORMATION ON AN INDUSTRY-WIDE BASIS AND THE OTHER PROVIDES COMPARABLES FOR THE DC METROPOLITAN AREA. THE BOARD ALSO USES AN INDEPENDENT COMPENSATION CONSULTANT TO ASSIST IN THE COMPENSATION ANALYSIS AND DETERMINATION. THESE METHODS PROVIDE ADDITIONAL BENCHMARKING INFORMATION TO ESTABLISH THE COMPENSATION PACKAGE FOR THE PRESIDENT/CEO. THE BOARD EXECUTIVE COMMITTEE, OPERATING AS THE COMPENSATION COMMITTEE, APPROVES THE PRESIDENT/CEO'S COMPENSATION. ALL DISCUSSIONS ON COMPENSATION ARE DOCUMENTED IN THE MINUTES OF THE EXECUTIVE SESSION. SIMILAR PROCEDURES ARE ESTABLISHED FOR OTHER KEY EMPLOYEES AS WELL. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE ORGANIZATIONS' GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE KEPT IN THE LIBRARIES AT EACH COMMUNITY. THEY ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,155,221. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,155,221. MARKETING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,883. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,883. FINANCIAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 29,846. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,846. INGLESIDE PRESBYTERIAN RETIREMENT COMMUNITY 3050 MILITARY ROAD WASHINGTON DC 20015 530128590 RESIDENTIAL HEALTH CARE DC 501(C)(3) LINE 10 WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC 1 WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY 12191 CLIPPER DRIVE LAKE RIDGE VA 22192 521654803 RESIDENTIAL HEALTH CARE VA 501(C)(3) LINE 10 WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC 1 WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION 5121 BROAD BRANCH ROAD NW WASHINGTON DC 20008 541949766 PROVIDES SUPPORT TO RELATED ORGANIZATIONS DC 501(C)(3) LINE 12A, I WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC 1 KING FARM PRESBYTERIAN RETIREMENT COMMUNITY 701 KING FARM BLVD ROCKVILLE MD 20850 202004162 RESIDENTIAL HEALTH CARE MD 501(C)(3) LINE 10 WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC 1 INGLESIDE AT HOME LLC 5121 BROAD BRANCH ROAD NW WASHINGTON DC 20008 474127765 HOME CARE SERVICES VA 501(C)(3) LINE 10 WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC 1 THE WESTMINSTER INGLESIDE GROUP LLC 2275 RESEARCH BLVD STE 450 ROCKVILLE MD 20850 474479605 MANAGEMENT SVC. 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