2021-11-12T17:08:30-06:00 2020-12-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2020-01-01 530128590 INGLESIDE PRESBYTERIAN RETIREMENT COMMUNITY INC INGL 2023638310 2275 RESEARCH BLVD STE 450 ROCKVILLE MD 20850 JAMES SPENCER INTERIM CFO 2023638310 2021-11-12 1 JAMES SPENCER XXX-XX-XXXX KERRI N BOGDA CPA P00760402 7177404863 X 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z INGLESIDE AT ROCK CREEK LYNN O'CONNOR 2275 RESEARCH BLVD STE 450 ROCKVILLE MD 20850 38447422 0 X WWW.IRCDC.ORG X 1906 DC PROVIDE QUALITY CONTINUING CARE SERVICES TO OLDER ADULTS IN A PRESBYTERIAN-AFFILIATED ORGANIZATION. 12 12 263 150 0 0 32899 1786723 14115011 21824086 -69645 810984 331903 1378069 14410168 25799862 183884 314158 0 0 8590348 10968760 0 0 0 17293341 29555761 26067573 40838679 -11657405 -15038817 280955024 263750597 307976888 303079298 -27021864 -39328701 X 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. 0 0 32807271 314158 21824086 THE INGLESIDE PRESBYTERIAN RETIREMENT COMMUNITY, INC., (IRC) THROUGH ITS GOVERNANCE, MANAGEMENT AND RESIDENTS, IS A LICENSED CONTINUING CARE RETIREMENT COMMUNITY (CCRC). INGLESIDE AT ROCK CREEK HAS A DEEP UNDERSTANDING OF THE CHANGING NEEDS THAT SOMETIMES ACCOMPANY RESIDENTS AS THEY AGE. AS A CCRC, WE OFFER INDEPENDENT, ASSISTED LIVING, MEMORY SUPPORT ASSISTED LIVING, AND NURSING CARE TO MEET ALL OF OUR RESIDENTS' NEEDS.LOCATED IN WASHINGTON DC, THE COMMUNITY CONSISTS OF 232 INDEPENDENT LIVING UNITS, 21 ASSISTED LIVING UNITS, 32 MEMORY SUPPORT ASSISTED LIVING UNITS, AND 34 NURSING HOME BEDS. WITH THE SUPPORT OF THE INGLESIDE RESIDENT SUPPORTING FUND, NO RESIDENT HAS EVER BEEN ASKED TO LEAVE AS A RESULT OF OUTLIVING HIS OR HER RESOURCES. IN AN EFFORT TO ENSURE THE GREATEST MOBILITY FOR ALL FACILITY RESIDENTS, A WHEELCHAIR ACCESSIBLE BUS AND VAN ARE PROVIDED TO ENABLE ALL RESIDENTS TO GO ON OUTINGS. IMPORTANT TO THE SPIRITUAL CARE OF OUR RESIDENTS, IRC OFFERS BEREAVEMENT AND SUPPORT COUNSELING FOR FAMILIES AND REFERRAL SERVICES. IRC WORKS DAILY TO OBTAIN THE HIGHEST DEGREE OF RESIDENT SATISFACTION.OUR CCRC PROMOTES THE INDIVIDUALITY OF OUR RESIDENTS. WE STRIVE TO FACILITATE AN ENVIRONMENT OF OPEN COMMUNICATION, ENCOURAGING RESIDENT PARTICIPATION IN ACTIVITIES AND PROVIDING US WITH INPUT IN THE DAILY OPERATIONS OF IRC. THE FUNCTION, MAINTENANCE AND APPEARANCE OF OUR FACILITIES ARE OF THE HIGHEST IMPORTANCE. VOLUNTEERS ARE ESSENTIAL TO FULFILLING OUR MISSION. WE ARE GOVERNED BY A VOLUNTEER, COMMUNITY-BASED BOARD OF DIRECTORS. RESIDENTS FROM ALL OVER THE COMMUNITY VOLUNTEER THEIR SERVICES TO ASSIST OTHER RESIDENTS AND TO PROVIDE THE SPECIAL ONE-ON-ONE FRIENDSHIP THAT STAFF CANNOT. RESIDENTS, FAMILY MEMBERS, AND OUTSIDE VOLUNTEERS PROVIDE COUNTLESS HOURS TO ASSIST WITH SPECIAL FUNCTIONS, SUCH AS THE ANNUAL SILVER TEA, THAT RAISES MONEY FOR OUR SUPPORTING FUNDS. OUTSIDE FAMILY AND FRIENDS OF THE COMMUNITY PROVIDE FELLOWSHIP. RECENTLY, WE HAVE BEGUN OPENING OUR DOORS TO SENIORS WHO LIVE IN THE NORTHWEST NEIGHBOR'S VILLAGE SURROUNDING OUR COMMUNITY. WE HAVE ENABLED THEM TO JOIN OUR RESIDENTS FOR EDUCATIONAL AND SOCIAL PROGRAMS AS WELL AS POT LUCK DINNERS TO PROVIDE FELLOWSHIP. OUR INTERESTS IN THE OUTSIDE COMMUNITY INCLUDE OTHER FRAIL SENIORS. EACH YEAR WE DONATE REPLACED CHINA TO A NOT-FOR-PROFIT CATHOLIC NURSING HOME IN WASHINGTON DC. OUR SERVICE BOARD, CONSISTING OF APPROXIMATELY 40 VOLUNTEERS FROM LOCAL PRESBYTERIAN CONGREGATIONS AND THE SURROUNDING COMMUNITY, CONTINUED ITS 110-YEAR TRADITION OF SERVICE TO IRC RESIDENTS. THE SERVICE BOARD DISTRIBUTES HOLIDAY GIFTS TO ALL ASSISTED LIVING AND SKILLED NURSING RESIDENTS AND PROVIDES THE EXECUTIVE DIRECTOR WITH FUNDS TO PURCHASE MORE SUBSTANTIAL GIFTS FOR RESIDENTS IN NEED (OFTEN THOSE WITHOUT FAMILY MEMBERS). THROUGHOUT THE YEAR, IT WILL ASSIST RESIDENTS WHO CANNOT AFFORD THEM WITH CLOTHING OR MEDICAL NECESSITIES SUCH AS DENTURES. IT PROVIDES REGULAR PARTIES TO BRIGHTEN THE DAYS OF THOSE WHO CANNOT GET OUTSIDE. IT RUNS A THRIFT STORE INSIDE THE COMMUNITY THAT IS OPEN TO THE PUBLIC. ALL PROCEEDS BENEFIT IRC RESIDENTS, PRIMARILY THOSE IN ASSISTED LIVING AND SKILLED NURSING. THE SERVICE BOARD HAS BEAUTIFIED THE ASSISTED LIVING AND NURSING HOME BY PROVIDING PAINTINGS - MUCH OF IT ORIGINAL ART - IN HALLWAYS AND RESIDENT ROOMS. VOLUNTEERS ALSO RUN A SUNDRY STORE FOR RESIDENTS TO PURCHASE ITEMS OR JUST VISIT WITH THE VOLUNTEERS.THE GOOD WORKS OF IRC EXTEND BEYOND OUR WALLS AS WELL. A SAMPLE OF THE MANY COMMUNITY BENEFITS PROVIDED BY IRC INCLUDES VARIOUS COMMUNITY-BASED SUPPORT SYSTEMS. THE LOCAL CHAPTER OF ALCOHOLICS ANONYMOUS MEETS IN OUR CONFERENCE ROOM FREE OF CHARGE AND IS OPEN TO OUR RESIDENTS AND THEIR FAMILY MEMBERS AS WELL. ALSO OUR NEIGHBOR, TEMPLE SINAI, HOLDS THEIR ADULT HEBREW AND CONFIRMATION CLASSES HERE THROUGHOUT THE YEAR FREE OF CHARGE. IRC REGULARLY DONATES TO THE LOADING DOCK, PROVIDING THEM WITH USABLE CABINETS AND APPLIANCES WHENAPARTMENTS ARE RENOVATED. 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. 32807271 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 0 1 0 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 50 0 263 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 DC X AMANDA MASSETTI CONTROLLER 3014072067 2275 RESEARCH BLVD SUITE 450 ROCKVILLE MD 20850 SALLY COX DIRECTOR 0.80 3.20 X 0 0 0 BRUCE BARTELS CHAIRMAN 1.20 4.80 X X 0 0 0 JOHN KREUTZER DIRECTOR 0.80 3.20 X 0 0 0 CAROLYN JOHNSON DIRECTOR 0.80 3.20 X 0 0 0 DR WILLIAM LEAHY VICE CHAIRMAN 1.20 4.80 X X 0 0 0 ROBYN STONE DIRECTOR 0.80 3.20 X 0 0 0 NANCY KUHN SECRETARY 1.20 4.80 X X 0 0 0 DR HUGH HILL DIRECTOR 0.80 3.20 X 0 0 0 DENIS VON KAEPPLER DIRECTOR 0.80 3.20 X 0 0 0 STEVEN WAGNER DIRECTOR 0.80 3.20 X 0 0 0 HANS WYSS DIRECTOR 0.80 4.20 X 0 0 0 ROBERT BREMNER DIRECTOR 0.80 3.20 X 0 0 0 LYNN O'CONNOR PRESIDENT/CEO 10.00 30.00 X 0 542645 33114 TIM MYERS CFO/COO 10.00 30.00 X 0 408921 7889 CHRISTINE PODLES VP OF OPERATIONS 13.30 26.60 X 0 335613 9573 MONIQUE ELIEZER CHIEF, SALES MKTG/STRAT. (UNTIL 12/20) 13.30 26.60 X 0 453876 14954 SALVATORE ALBANESE SVP HUMAN RESOURCES 13.30 26.60 X 0 332578 12288 DUSANKA DELOVSKA-TRAKOVA CIO 13.30 26.60 X 0 173227 8173 FELIX ROSENWASSER EXECUTIVE DIRECTOR 40.00 X 242891 0 3908 JUANITA JONES DIRECTOR OF HUMAN RESOURCES 40.00 X 0 103355 3956 KRISTIN SHANKS DIRECTOR OF SALES 40.00 X 116223 0 6605 LORI PINNELLI SALES COUNSELOR 40.00 X 110270 0 10280 469384 2350215 110740 3 0 1 0 THE WHITING-TURNER CONTRACTING COMPANY 300 EAST JOPPA ROAD 8TH FLOOR BALTIMORE MD 21286 CONSTRUCTION SVCS. 16050607 UNIDINE CORPORATION PO BOX 102289 ATLANTA GA 30268 DINING SERVICES 2339884 GREENBRIER DEVELOPMENT LLC 3232 MCKINNEY DALLAS TX 75204 CONSTRUCTION SVCS. 1882019 KONE INC 6082 PO BOX 7247 PHILADELPHIA PA 19170 ELAVATOR SERVICES 996252 CLI PAINTING PO BOX 2163 FAIRFAX VA 22031 CONSTRUCTION SVCS. 979520 34 1403840 382883 1786723 RESIDENT REVENUE 623000 21824086 21824086 21824086 562673 562673 31613 31613 36871 24571 12300 12300 12300 12839687 12561389 61600 278298 -61600 216698 216698 RESIDENT UPGRADES 623000 1300333 1300333 BEAUTY/BARBER SHOP INCOME 623000 32001 32001 CAFE/DELI INCOME 623000 15421 15421 18014 18014 1365769 25799862 21824086 0 2189053 X 314158 314158 247681 212796 34885 8485299 7290167 1195132 92036 79960 12076 1356658 788419 568239 787086 631606 155480 1294167 1294167 40391 40391 73195 73195 189 189 84997 84997 5956140 3892027 2064113 968707 2971 965736 401832 268125 133707 201319 201319 9488533 9488533 21578 21578 24477 8055 16422 7496393 7496393 183643 183643 DIETARY EXPENSES 985604 985604 LOSS ON EXTINGUISHMENT 857058 857058 THERAPY EXPENSES 510582 510582 STATE NH ASSESSMENT TAX 364768 364768 602188 451529 150659 40838679 32807271 8031408 0 57702 91895 1950241 3664339 80560 81922 1752658 1869527 585101 694035 249849514 35308160 209369148 214541354 35274828 16512138 31884786 26295387 280955024 263750597 20108391 6114795 16594061 27991527 188489179 103143391 102231 110755 82683026 165718830 307976888 303079298 X -36280576 -50977535 9258712 11648834 -27021864 -39328701 280955024 263750597 X -15038817 203604 2528376 X 0 1 X 1 0 X 211182 213212 142135 32899 1786723 2386151 19309403 18768171 14550492 14115011 21824086 88567163 319052 233781 208001 324558 1356459 2441851 19839637 19215164 14900628 14472468 24967268 93395165 0 0 0 93395165 393276 430249 753211 547683 631157 2755576 393276 430249 753211 547683 631157 2755576 5115 4589 8760 7345 9310 35119 20238028 19650002 15662599 15027496 25607735 96185860 0.97100 0.97170 0.02860 0.02790 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ 5,115. 2017 AMOUNT: $ 4,589. 2018 AMOUNT: $ 8,760. 2019 AMOUNT: $ 7,345. 2020 AMOUNT: $ 9,310. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 189 189 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. 0 102231 8524 110755 1 X 847938 23292 871230 753380 94558 847938 1145654 15073 407347 753380 1114974 30680 1145654 1084252 30722 1114974 0.00000 0.91000 0.09000 0 1 1 2533218 2533218 228221759 34407117 193814642 5248811 901043 4347768 13845726 13845726 214541354 OTHER ASSETS 23598 BENEFICIAL INTEREST IN PERPETUAL TRUST 789308 INTEREST IN NET ASSETS OF FOUNDATION 10486540 DUE FROM AFFILIATES 574400 UNDER TRUST INDENTURE 14421541 26295387 PRIORITY DEPOSITS 1860822 REFUNDABLE ENTRANCE FEES 155189436 DUE TO AFFILIATES 8668572 165718830 27675958 203604 1586321 1789925 25886033 -86171 -86171 25799862 39982795 86171 86171 39896624 942055 942055 40838679 PART IV, LINE 2B: THE ORGANIZATION USES THE SERVICES PROVIDED BY THE COMPANY NATIONAL DATACARE. RESIDENTS SIGN UP FOR THE SERVICE, THROUGH WHICH THE RESIDENT'S INCOME IS AUTOMATICALLY DEPOSITED TO A DESIGNATED ACCOUNT. THE ORGANIZATION THEN PAYS BILLS FOR THE RESIDENT FROM THE DEPOSITED FUNDS. ANY BALANCE IS AVAILABLE TO THE RESIDENT TO ACCESS IN WHICH CASE THE ORGANIZATION WILL PROVIDE THE FUNDS TO THE RESIDENT. PART V, LINE 4: THERE ARE TWO ENDOWMENTS THAT SPECIFICALLY SUPPORT IRC RESIDENTS. THE FIRST IS REFLECTED ABOVE AND IS FOR RESIDENTS WHOSE FUNDS HAVE BEEN DEPLETED. THE SECOND ENDOWMENT RESIDES IN THE WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION. INCOME GENERATED FROM THE IRC ENDOWMENT FUNDS IS USED TOWARD THE RESIDENT SUPPORTING FUND FOR THE RESIDENTS OF THE INGLESIDE PRESBYTERIAN RETIREMENT COMMUNITY, INC. THE FUNDS SUPPORT RESIDENTS WHO HAVE EXHAUSTED THEIR RESOURCES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCREASE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 60,315. INCREASE IN NET ASSETS OF THE FOUNDATION 2,366,816. INVESTMENT FEES -84,997. DISTRIBUTION OF PERPETUAL TRUST -37,023. GAIN ON CHARITABLE GIFT ANNUITY 138,268. LOSS ON EXTINGUISHMENT OF DEBT -857,058. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS -61,600. RENTAL EXPENSES -24,571. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 61,600. RENTAL EXPENSES 24,571. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 84,997. LOSS ON EXTINGUISHMENT OF DEBT 857,058. 1 WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION 2275 RESEARCH BLVD STE 450 ROCKVILLE MD 20850 541949766 501(C)(3) 314158 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. X X X X 0 1 0 0 0 0 0 1 0 LYNN O'CONNOR PRESIDENT/CEO 0 456918 0 85727 0 0 0 30464 0 2650 0 575759 0 0 MONIQUE ELIEZER CHIEF, SALES MKTG/STRAT. (UNTIL 12/2 0 200198 0 15328 0 238350 0 8550 0 6404 0 468830 0 0 TIM MYERS CFO/COO 0 342811 0 66110 0 0 0 1453 0 6436 0 416810 0 0 CHRISTINE PODLES VP OF OPERATIONS 0 287743 0 47870 0 0 0 8550 0 1023 0 345186 0 0 SALVATORE ALBANESE SVP HUMAN RESOURCES 0 268203 0 64375 0 0 0 6481 0 5807 0 344866 0 0 FELIX ROSENWASSER EXECUTIVE DIRECTOR 242891 0 0 0 0 0 0 0 3908 0 246799 0 0 0 DUSANKA DELOVSKA-TRAKOVA CIO 0 154332 0 18895 0 0 0 5283 0 2890 0 181400 0 0 PART I, LINE 4B LYNN O'CONNOR PARTICIPATED IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR WHICH $21,914 WAS CONTRIBUTED IN 2020. PART I, LINE 7 EXECUTIVE LYNN O'CONNOR, THE PRESIDENT AND CEO, RECEIVED A BONUS AT THE DISCRETION OF THE BOARD OF DIRECTORS. THE BONUS WAS BASED ON SET GOALS SUCH AS THE COMMUNITIES ACHIEVING THEIR BOND COVENANTS. TIM MYERS, THE CFO & COO, DUSANKA DELOVSKA-TRAKOVA, THE CIO, MONIQUE ELIEZER, THE CHIEF OF SALES MARKETING, CHRISTINE PODLES, THE VP OF OPERATIONS, AND SALVATORE ALBANESE, SVP HUMAN RESOURCES, ALSO RECEIVED BONUSES BASED UPON A SIMILAR SET OF GOALS DURING THE YEAR. A DISTRICT OF COLUMBIA 536001131 25483VSG0 2017-08-04 190095000 CAPITAL IMPROVEMENTS 0 0 0 A 187746960 7227198 20254110 4749473 155546950 2020 0 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 1 0 1 TORONTO-DOMINION BANK 1.000000000000 1 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: DISTRICT OF COLUMBIA DATE THE REBATE COMPUTATION WAS PERFORMED: 08/04/2019 SCHEDULE K, BOND ISSUE B THE FACE VALUE OF BOND ISSUE B, AS REPORTED ON PART I, LINE B, COLUMN (E) IS NOT EQUAL TO PART II, LINE 3 DUE TO THE BOND ISSUE BEING OFFERED AT A DISCOUNT. 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 DIRECTORS. THE RESIDENTS OF THE COMMUNITY MAY ELECT ONE RESIDENT REPRESENTATIVE TO THE 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. 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 IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 3,806,285. MANAGEMENT AND GENERAL EXPENSES 1,002,539. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,808,824. CONSULTANTS: PROGRAM SERVICE EXPENSES 85,742. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,742. MARKETING COMMISSIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,061,574. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,061,574. FORM 990, PART XI, LINE 9: INCREASE IN NET ASSETS OF FOUNDATION 2,366,816. INCREASE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 60,315. DISTRIBUTION OF PERPETUAL TRUST -37,023. GAIN ON CHARITABLE GIFT ANNUITY 138,268. WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION 2275 RESEARCH BLVD STE 450 ROCKVILLE MD 20850 541949766 SUPPORTING ORGANIZATION DC 501(C)(3) LINE 12A, I WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC 0 WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY 12191 CLIPPER DRIVE NO 101 LAKE RIDGE VA 22192 521654803 RESIDENTIAL HEALTH CARE VA 501(C)(3) LINE 10 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 10 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 1 0 0 0 0 1 0 0 1 1 1 1 1 0 0