2023-02-13T12:33:22-05:00 2022-03-31 263762434 HOSKINS QUIROS OSBORNE LABEAUME CPA LLC 926 LAKE BALDWIN LN ORLANDO FL 32814 990 2021-04-01 590991279 SUNCOAST MANOR RETIREMENT COMMUNITY INC SUNC 4078395050 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 HENRY T KEITH SENIOR VP/TREASURER 4078395050 2023-02-07 true HENRY KEITH 999009999 RUSSELL K HOSKINS P00533774 4072773000 2023-02-07 2021 2023-03-07 01:45:13Z HENRY T KEITH 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 28069672 false X N/A X 1960 FL SUNCOAST MANOR RETIREMENT COMMUNITY, INC. IS A CHURCH RELATED, NON-PROFIT COMMUNITY SERVICE ORGANIZATION DEDICATED AND COMMITTED TO PROVIDING SERVICES FOR OLDER ADULTS AND PERSONS WITH SPECIAL NEEDS BY CREATING AND PRESERVING AN EXCELLENT RESIDENTIAL AND HEALTH CARE COMMUNITY PROMOTING WELLNESS AND ENCOURAGING ACTIVE AND HEALTHY LIFESTYLE CHOICES. SUNCOAST MANOR RETIREMENT COMMUNITY, INC. BELIEVES IN AND IS COMMITTED TO HONORING EACH PERSON'S DIGNITY, RIGHTS, SELF-RESPECT AND INDEPENDENCE. SUNCOAST MANOR RETIREMENT COMMUNITY, INC. IS COMMITTED TO A PROGRAM OF STEWARDSHIP THAT RECOGNIZES ITS RESPONSIBILITY TO USE ITS RESOURCES WELL. 14 12 404 150 0 768113 233960 20359895 17800294 1567814 2637034 0 22695822 20671288 0 0 12122805 12517234 0 92898 10101598 10260405 22224403 22777639 471419 -2106351 48676056 46774958 21941085 24498740 26734971 22276218 X SUNCOAST MANOR RETIREMENT COMMUNITY, INC. IS A CHURCH RELATED, NON-PROFIT COMMUNITY SERVICE ORGANIZATION DEDICATED AND COMMITTED TO PROVIDING SERVICES FOR OLDER ADULTS AND PERSONS WITH SPECIAL NEEDS BY CREATING AND PRESERVING AN EXCELLENT RESIDENTIAL AND HEALTH CARE COMMUNITY PROMOTING WELLNESS AND ENCOURAGING ACTIVE AND HEALTHY LIFESTYLE CHOICES. SUNCOAST MANOR RETIREMENT COMMUNITY, INC. BELIEVES IN AND IS COMMITTED TO HONORING EACH PERSON'S DIGNITY, RIGHTS, SELF-RESPECT AND INDEPENDENCE. SUNCOAST MANOR RETIREMENT COMMUNITY, INC. IS COMMITTED TO A PROGRAM OF STEWARDSHIP THAT RECOGNIZES ITS RESPONSIBILITY TO USE ITS RESOURCES WELL. false false 19007179 17800294 HOME FOR THE AGED THAT PROVIDES HOUSING, DINING, HEALTH CARE AND OTHER SERVICES FOR OLDER ADULTS AND PERSONS WITH SPECIAL NEEDS. 299 CLIENTS WERE SERVED. 19007179 true true false false false false false false false false true true false true true false false true false false false false false false false false false false false true true false false false false false false false false false false false false false false false true false false false true 60 0 true 404 true false false false false false false false false false false false false false false X 14 12 false true false false true true true true true false false false true true true true true true true false X WESTMINSTER SERVICES INC 4078395050 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 X TERENCE ROGERS EXEC VP/ASSI 40.00 X 0 627004 12206 HENRY T KEITH SENIOR VP/TR 40.00 X 0 531910 14869 JOHN HILLENMEYER CHAIRMAN / P 0.25 X X 0 0 0 STEPHEN DYE SECRETARY 0.25 X X 0 0 0 WILLIAM BELL DIRECTOR 0.25 X 0 0 0 GREG BUSTLE DIRECTOR 0.25 X 0 0 0 JOHN DEBEVOISE DIRECTOR 0.25 X 0 0 0 DONALD DODDRIDGE DIRECTOR 0.25 X 0 0 0 CARLEN MADDUX DIRECTOR 0.25 X 0 0 0 JEFFREY MOCK DIRECTOR 0.25 X 0 0 0 JOHN MARK RAMSEY DIRECTOR 0.25 X 0 0 0 LINDA SHELLEY DIRECTOR 0.25 X 0 0 0 ROBERT STEWART DIRECTOR 0.25 X 0 0 0 KEN THOMAS DIRECTOR 0.25 X 0 0 0 KATHLEEN NAGEL OCCUPATIONAL 40.00 X 143190 0 9324 KAREN BREEDLOVE THERAPY PROG 40.00 X 126601 0 9555 DANIEL MURPHY PHYSICAL THE 40.00 X 100816 0 2470 370607 1158914 48424 3 false true false WESTMINSTER SENIOR CARE PHARMACY 80 W LUCERNE CIRCLE ORLANDO FL 32801 SENIOR CARE 1165324 WESTMINSTER SERVICES INC 80 W LUCERNE CIRCLE ORLANDO FL 32801 MGMT FEES 1161231 NURSESPRING OF NORTHERN FLORIDA 3380 CAPITAL CIRCLE NE TALLAHASSEE FL 32308 NURSE STAFFING 840307 MEDICAL SOLUTIONS LLC 1010 N 102ND ST SUITE 300 OMAHA NE 68114 NURSE STAFFING 311206 ST PETE BUILDING & RESTORATION LLC 12110 92ND AVENUE SEMINOLE FL 33772 CONSTRUCTION 247305 13 196412 37548 233960 MONTHLY FEES 623000 9568855 9568855 MEDICARE / MEDICAID PMTS - RE 623000 6617358 6617358 EARNED ENTRANCE FEES 623000 1574115 1574115 OTHER REVENUE 623990 39966 39966 17800294 386625 386625 9648793 7388823 9561 2259970 -9561 2250409 -9561 2259970 20671288 17790733 2646595 10848303 9499209 1349094 145928 119473 26455 839103 720830 118273 683900 588978 94922 1161230 278695 789637 92898 20475 20475 121077 121077 236121 236121 73681 73681 824878 824878 6737 6737 24960 16267 8693 4688 4688 2678023 2678023 168717 168717 MEDICAL SUPPLIES 1066931 1066931 FOOD 796127 796127 EQUIPMENT RENTAL & MAINT 774629 773044 1585 OUTSIDE SERVICE CONTRACTS 600535 587972 12563 1701596 1052064 649532 22777639 19007179 3677562 92898 2300717 2041100 84988 2433634 1728615 587243 987892 68751 70002 67154 25797 52002256 31444676 22312247 20557580 15626083 16331943 5280227 4947041 48676056 46774958 2813462 1542159 501607 357142 145559 137464 18480457 22461975 21941085 24498740 X 25623032 21126073 1111939 1150145 26734971 22276218 48676056 46774958 -2106351 -2284724 -67678 X false true X true false X 65735 82435 80847 768113 233960 1231090 19886935 20145121 21236454 20359895 17800294 99428699 19952670 20227556 21317301 21128008 18034254 100659789 100659789 317086 492300 415956 428422 386625 2040389 317086 492300 415956 428422 386625 2040389 20269756 20719856 21733257 21556430 18420879 102700178 0.98010 0.98160 0.02000 0.02000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2087860 2087860 36877161 23269061 13608100 13037235 8175615 4861620 20557580 SECURITIES AND OTHER INVESTMENTS 16331943 F 16331943 RESERVE RESTRICTED BY STATUTORY REQU 3637130 BENEFICIAL INTEREST IN NET ASSETS OF 1187141 CONTRACT ACQUISITION COSTS 62162 WAIT LIST DEPOSITS 40599 RESERVE RESTRICTED BY BOND REQUIREME 20009 4947041 DUE TO AFFILIATES 11853088 UNEARNED ENTRANCE FEES 5876886 CONTRACTUAL REFUND OBLIGATION 2397152 GUARANTEED REFUND LIABILITY 1897450 REFUNDABLE ENTRANCE FEES 352800 WAIT LIST AND RENTAL DEPOSITS 84599 22461975 false false false false false false false false false TERENCE ROGERS EXEC VP/ASSIST SECRE 495834 116852 14318 2563 9643 639210 HENRY T KEITH SENIOR VP/TREASURER 408556 105248 18106 5251 9618 546779 KATHLEEN NAGEL OCCUPATIONAL THERAPY 99963 43227 1235 8089 152514 SCHEDULE J, PAGE 1, PART I, LINE 3 THE ORGANIZATION RELIED ON A RELATED ORGANIZATION (WESTMINSTER SERVICES, INC. 59-3614812) FOR THE COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. A 2014 ORANGE COUNTY HEALTH FACILITIE DEVELOPMENT AUTHORITY 521035390 68450LDF9 2014-07-02 191949 SEE PART VI false false false A 43771 191949 13809 2481 227 102688 2015 true false true true A false false false false false false true A false false false true false false false false true A true PURPOSE OF ISSUE DESCRIPTION 2014 ORANGE COUNTY HEALTH FACILITIES SEE PART VI DATE REBATE COMPUTATION PERFORMED 2014 ORANGE COUNTY HEALTH FACILITIES 07/02/16 ADDITIONAL INFORMATION 2014 ORANGE COUNTY HEALTH FACILITIES PART I B (F) - PURPOSE TO REFUND 2004A BONDS ISSUED 08/11/04, PROVIDE FOR CAPITAL IMPROVEMENTS AND EQUIPMENT. EXPLANATION FOR TAX EXEMPT BONDS LISTED ON SCHEDULE K THE TAX-EXEMPT BONDS LISTED ON SCHEDULE K 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 BONDS. OBLIGATED GROUP MEMBERS AND EMPLOYER IDENTIFICATION NUMBERS (EIN) PRESBYTERIAN RETIREMENT COMMUNITY, 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 FORM 990 - ORGANIZATION'S MISSION SUNCOAST MANOR RETIREMENT COMMUNITY, INC. IS A CHURCH RELATED, NON-PROFIT COMMUNITY SERVICE ORGANIZATION DEDICATED AND COMMITTED TO PROVIDING SERVICES FOR OLDER ADULTS AND PERSONS WITH SPECIAL NEEDS BY CREATING AND PRESERVING AN EXCELLENT RESIDENTIAL AND HEALTH CARE COMMUNITY PROMOTING WELLNESS AND ENCOURAGING ACTIVE AND HEALTHY LIFESTYLE CHOICES. SUNCOAST MANOR RETIREMENT COMMUNITY, INC. BELIEVES IN AND IS COMMITTED TO HONORING EACH PERSON'S DIGNITY, RIGHTS, SELF-RESPECT AND INDEPENDENCE. SUNCOAST MANOR RETIREMENT COMMUNITY, INC. IS COMMITTED TO A PROGRAM OF STEWARDSHIP THAT RECOGNIZES ITS RESPONSIBILITY TO USE ITS RESOURCES WELL. FORM 990, PAGE 6, PART VI, LINE 3 THE BOARD OF DIRECTORS DELEGATED CONTROL OF MANAGEMENT DUTIES TO WESTMINSTER SERVICES, INC. AN AFFILIATED NOT-FOR-PROFIT. WESTMINSTER SERVICES, INC. HAS EXTENSIVE EXPERIENCE WITH THE MANAGEMENT OF NOT-FOR-PROFIT HOMES FOR THE AGED. FORM 990, PAGE 6, PART VI, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS PRESBYTERIAN RETIREMENT COMMUNITIES, INC. FORM 990, PAGE 6, PART VI, LINE 7A PRESBYTERIAN RETIREMENT COMMUNITIES, INC. MAY ELECT ONE OR MORE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 7B PRESBYTERIAN 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. 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