WESTMINSTER VILLAGE INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINSTER VILLAGE INC (EIN 86-0424020)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202003179349309255
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T17:26:39-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341884125 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4722 N 24TH ST STE 300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860424020 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER VILLAGE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 4804512000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12000 N 90TH STREET | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM BONNELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4804512000 | PhoneNum |
| Signature | 2020-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY A O'LOUGHLIN | PreparerPersonNm |
| PTIN | P00869687 | PTIN |
| Phone | 6022646835 | PhoneNum |
| Preparation | 2020-11-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.221.96.220 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-08 | IPDt |
| IP Tm | 11:03:55 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1212D86953DF9911D4E957E54162B84DD93DFAA7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TOM WINKELMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12000 N 90TH STREET | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,328,681 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WMVAZ.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | WESTMINSTER VILLAGE, INC. IS A NOT-FOR-PROFIT, 501(C)(3), LIFE CARE RETIREMENT COMMUNITY IN SCOTTSDALE, ARIZONA. THE VILLAGE IS DEDICATED TO ENHANCE THE DIGNITY, INDEPENDENCE, WELL BEING, AND SECURITY OF OUR RESIDENTS THROUGH A BALANCED SPECTRUM OF RESIDENTIAL AND HEALTH CARE PROGRAMS AND SERVICES. RESOURCES ARE DIRECTED TO PROVIDE A CARING AND INNOVATIVE ENVIRONMENT TO EFFECTIVELY BENEFIT THE RESIDENTS SOCIALLY, EMOTIONALLY, PHYSICALLY AND SPIRITUALLY. THE VILLAGE IS EQUALLY COMMITTED TO PROVIDING A WELCOMING, OPEN AND COOPERATIVE WORKPLACE FOR OUR STAFF. THE BOARD OF DIRECTORS AND MANAGEMENT ARE COMMITTED TO SOUND FISCAL MANAGEMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 317 | TotalEmployeeCnt |
| Total Volunteers | 237 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $478,658 | PYContributionsGrantsAmt |
| CY Contributions Grants | $108,754 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,943,233 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,118,377 | CYProgramServiceRevenueAmt |
| PY Investment Income | $34,539 | PYInvestmentIncomeAmt |
| CY Investment Income | $86,334 | CYInvestmentIncomeAmt |
| PY Other Revenue | $97,275 | PYOtherRevenueAmt |
| CY Other Revenue | $159,205 | CYOtherRevenueAmt |
| PY Total Revenue | $17,553,705 | PYTotalRevenueAmt |
| CY Total Revenue | $18,472,670 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $64,059 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $79,868 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,790,571 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,849,973 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $71,602 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,096,956 | PYOtherExpensesAmt |
| CY Other Expenses | $9,662,199 | CYOtherExpensesAmt |
| PY Total Expenses | $18,951,586 | PYTotalExpensesAmt |
| CY Total Expenses | $18,592,040 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,397,881 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$119,370 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,329,034 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,701,808 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $43,162,839 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $49,364,495 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$12,833,805 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$12,662,687 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WESTMINSTER VILLAGE, INC. IS A NOT-FOR-PROFIT, 501(C)(3), LIFE CARE RETIREMENT COMMUNITY IN SCOTTSDALE, ARIZONA. THE VILLAGE IS DEDICATED TO ENHANCE THE DIGNITY, INDEPENDENCE, WELL BEING, AND SECURITY OF OUR RESIDENTS THROUGH A BALANCED SPECTRUM OF RESIDENTIAL (CONT. ON SCH. O) AND HEALTH CARE PROGRAMS AND SERVICES. RESOURCES ARE DIRECTED TO PROVIDE A CARING AND INNOVATIVE ENVIRONMENT TO EFFECTIVELY BENEFIT THE RESIDENTS SOCIALLY, EMOTIONALLY, PHYSICALLY AND SPIRITUALLY. THE VILLAGE IS EQUALLY COMMITTED TO PROVIDING A WELCOMING, OPEN AND COOPERATIVE WORKPLACE FOR OUR STAFF. THE BOARD OF DIRECTORS AND MANAGEMENT ARE COMMITTED TO SOUND FISCAL MANAGEMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,748,125 | ExpenseAmt |
| Grant | $79,868 | GrantAmt |
| Revenue | $18,277,582 | RevenueAmt |
| Desc | WESTMINSTER VILLAGE, INC. IS A LIFECARE RETIREMENT FACILITY CONSISTING OF 250 APARTMENTS FOR INDEPENDENT LIVING AS WELL AS ASSISTANCE WITH ACTIVITIES IN DAILY LIVING FOR SENIOR CITIZENS. 23-ASSISTED LIVING UNITS AND A 60-BED SKILLED NURSING CENTER IS INCLUDED IN THE FACILITY. | Desc |
| Total Program Service Expenses | $14,748,125 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 317 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM WINKELMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4804512000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12000 NORTH 90TH STREET | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| TOM WINKELMAN | ||||||||
| CEO | 40.00 | Yes (X) | $279,309 | $0 | $15,890 | |||
| LESLEY MIDKIFF | ||||||||
| CHIEF MARKETING OFFICER | 40.00 | $175,343 | $0 | $4,591 | 0.50 | Yes (X) | ||
| TODD ARMSTRONG | ||||||||
| DIRECTOR OF HEALTH SERVICE | 40.00 | $170,725 | $0 | $5,902 | Yes (X) | |||
| LEWIS BUD HART | ||||||||
| CFO (RETIRED IN 2019) | 40.00 | Yes (X) | $140,115 | $0 | $18,261 | 0.50 | ||
| GARTH BEGUIN | ||||||||
| CFO | 40.00 | Yes (X) | $120,913 | $0 | $10,818 | 0.50 | ||
| KIM EAVENSON | ||||||||
| DIRECTOR OF HR | 40.00 | $111,885 | $0 | $1,753 | Yes (X) | |||
| MAEGHAN BORREGO | ||||||||
| DIRECTOR OF COMMUNITY EXPERIENCE | 40.00 | $106,637 | $0 | $3,746 | 0.50 | Yes (X) | ||
| BILL BONNELL | ||||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LEONARD KAWECKI | ||||||||
| VP/TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LOUISE BATES | ||||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | 0.50 | Yes (X) | |
| SUSAN BROUSSEAU | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| BOB MILLER | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| PATRICK MURPHY | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MARILYN WURZBURGER | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,104,927 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $60,961 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SYSCO EAST TEXAS | |||||
| 13825 N 542ND AVE | GLENDALE | AZ | 85306 | FOOD SERVICE MGMT | $786,759 |
| KIRK DEVELOPMENT COMPANY | |||||
| 824 W PORT AU PRINCE LN | PHOENIX | AZ | 85023 | CONSTRUCTION | $546,482 |
| MORRISON COMMUNITY LIVING | |||||
| 4721 MORRISON DRIVE STE 300 | MOBILE | AL | 36625 | FOOD SERVICE MGMT | $515,593 |
| INDEBERG CONSTRUCTION | |||||
| 201 E WASHINGTON ST 1600 | PHOENIX | AZ | 85004 | CONSTRUCTION | $364,338 |
| SUMMIT THERAPY | |||||
| 891 E WARNER RD | GILBERT | AZ | 85296 | PHYSICAL THERAPY | $358,533 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $94,332 | RelatedOrganizationsAmt |
| All Other Contributions | $14,422 | AllOtherContributionsAmt |
| Noncash Contributions | $10,428 | NoncashContributionsAmt |
| Total Contributions | $108,754 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT SERVICE FEES | 623000 | $12,306,975 | $12,306,975 |
| ENTRANCE FEES | 623000 | $3,532,225 | $3,532,225 |
| HEALTH CARE CENTER | 623000 | $2,279,177 | $2,279,177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,118,377 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,126 | TotalRevenueColumnAmt |
| Exclusion | $68,126 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,874,219 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,856,011 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,208 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,208 | TotalRevenueColumnAmt |
| Exclusion | $18,208 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MAINTENANCE SERVICE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $159,205 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $159,205 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $159,205 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,472,670 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,277,582 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $86,334 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,868 | TotalAmt |
| Program Services | $79,868 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $585,305 | TotalAmt |
| Program Services | $499,017 | ProgramServicesAmt |
| Management And General | $83,994 | ManagementAndGeneralAmt |
| Fundraising | $2,294 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,020,815 | TotalAmt |
| Program Services | $6,125,357 | ProgramServicesAmt |
| Management And General | $870,626 | ManagementAndGeneralAmt |
| Fundraising | $24,832 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,910 | TotalAmt |
| Management And General | $37,910 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,205,943 | TotalAmt |
| Program Services | $902,420 | ProgramServicesAmt |
| Management And General | $290,996 | ManagementAndGeneralAmt |
| Fundraising | $12,527 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,550 | TotalAmt |
| Management And General | $67,550 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,503 | TotalAmt |
| Management And General | $5,503 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,383,531 | TotalAmt |
| Program Services | $1,263,465 | ProgramServicesAmt |
| Management And General | $112,185 | ManagementAndGeneralAmt |
| Fundraising | $7,881 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,795 | TotalAmt |
| Management And General | $186,795 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $834,962 | TotalAmt |
| Program Services | $742,580 | ProgramServicesAmt |
| Management And General | $91,757 | ManagementAndGeneralAmt |
| Fundraising | $625 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $778,173 | TotalAmt |
| Management And General | $778,173 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,910,923 | TotalAmt |
| Program Services | $2,212,302 | ProgramServicesAmt |
| Management And General | $698,621 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,220 | TotalAmt |
| Program Services | $284,705 | ProgramServicesAmt |
| Management And General | $4,447 | ManagementAndGeneralAmt |
| Fundraising | $3,068 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD REQUISITIONS | $1,347,260 | $1,347,260 | ||
| SUPPLIES | $951,920 | $586,984 | $348,366 | $16,570 |
| EQUIPMENT REPAIR/MAINT | $903,362 | $704,167 | $195,390 | $3,805 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,592,040 | TotalAmt |
| Program Services | $14,748,125 | ProgramServicesAmt |
| Management And General | $3,772,313 | ManagementAndGeneralAmt |
| Fundraising | $71,602 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,426 | BOYAmt |
| EOY | $2,937,531 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,183,129 | BOYAmt |
| EOY | $6,874,003 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,487,894 | BOYAmt |
| EOY | $1,455,752 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,024 | BOYAmt |
| EOY | $149,024 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,802 | BOYAmt |
| EOY | $21,802 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,824 | BOYAmt |
| EOY | $87,086 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $73,405,628 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,228,074 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,627,663 | BOYAmt |
| EOY | $22,177,554 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,700,786 | BOYAmt |
| EOY | $2,865,798 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,486 | BOYAmt |
| EOY | $133,258 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,329,034 | BOYAmt |
| EOY | $36,701,808 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $724,555 | BOYAmt |
| EOY | $637,496 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,413,719 | BOYAmt |
| EOY | $24,674,142 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,948,214 | BOYAmt |
| EOY | $22,482,941 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,076,351 | BOYAmt |
| EOY | $1,569,916 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,162,839 | BOYAmt |
| EOY | $49,364,495 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$12,833,805 | BOYAmt |
| EOY | -$12,662,687 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$12,833,805 | BOYAmt |
| EOY | -$12,662,687 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,329,034 | BOYAmt |
| EOY | $36,701,808 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$119,370 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $58,702 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $231,786 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $426,182 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $638,497 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,393,949 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $478,658 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $108,754 | CurrentTaxYearAmt |
| Total | $3,046,040 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,651,781 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,468,314 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,305,527 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,040,508 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,277,582 | CurrentTaxYearAmt |
| Total | $89,743,712 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,077,963 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,106,811 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,699,476 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,519,166 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,386,336 | CurrentTaxYearAmt |
| Total | $92,789,752 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $144,660 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,540 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $199,020 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $215,320 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $209,220 | CurrentTaxYearAmt |
| Total | $822,760 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $794,072 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $384,910 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $312,350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $971,703 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,165,965 | CurrentTaxYearAmt |
| Total | $3,629,000 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $938,732 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $439,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $511,370 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,187,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,375,185 | CurrentTaxYearAmt |
| Total | $4,451,760 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $88,337,992 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,168 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,113 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $135,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,126 | CurrentTaxYearAmt |
| Total | $341,009 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,168 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,113 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $135,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,126 | CurrentTaxYearAmt |
| Total | $341,009 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,116,131 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,151,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,753,951 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,654,293 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,454,462 | CurrentTaxYearAmt |
| Total | $93,130,761 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94850 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95720 | PublicSupportPY509Pct |
| Investment Income CY | 0.00370 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00340 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,260,655 | OtherCostOrOtherBasisAmt |
| Book Value | $3,260,655 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,695,357 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,710,470 | DepreciationAmt |
| Book Value | $11,984,887 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,936,744 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,004,732 | DepreciationAmt |
| Book Value | $6,932,012 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $512,872 | OtherCostOrOtherBasisAmt |
| Depreciation | $512,872 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,177,554 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $215,076 |
| REFUNDABLE ENTRANCE FEES | $594,649 |
| ACCRUED LOSS ON CONTRACTS | $476,101 |
| APPLICATION FEE DEPOSITS | $284,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,569,916 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,698,862 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $326,027 | OtherRevenueAmt |
| Revenue Not Reported | $326,027 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,372,835 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $5,503 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $94,332 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $99,835 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,472,670 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,659,360 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $167,155 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $167,155 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,492,205 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $5,503 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $94,332 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $99,835 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,592,040 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF THEIR POLICIES AND PROCEDURES, REVIEW OF THEIR REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. AT DECEMBER 31, 2019 THE ORGANIZATION DID NOT HAVE ANY UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | WESTMINSTER VILLAGE FOUNDATION REVENUE 296,841. CHANGE IN SPLIT INTEREST AGREEMENT 5,536. CHANGE IN NET ASSETS WESTMINSTER VILLAGE FOUNDATION 23,650. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ELIMINATIONS 94,332. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | WESTMINSTER VILLAGE FOUNDATION EXPENSES 167,155. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ELIMINATIONS 94,332. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EMPLOYEE GRANTS TO IMPROVE WORK SKILLS | GrantTypeTxt |
| Recipient | 42 | RecipientCnt |
| Cash Grant | $79,868 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE EMPLOYEE SCHOLARSHIP PROGRAM IS MADE AVAILABLE TO ALL EMPLOYEES OF WESTMINSTER VILLAGE, INC. WHO MEET THE FOLLOWING CRITERIA: 1) ARE 15 1/2 YEARS OLD OR OLDER. 2) WORK A MINIMUM OF 12 HOURS PER WEEK. 3) HAVE A GOOD WORK AND ATTENDANCE RECORD. 4) HAVE COMPLETED AN INITIAL 90 DAY INTRODUCTORY PERIOD. THE CLASS/COURSE MUST BE OFFERED THROUGH AN ACCREDITED INSTITUTION AND/OR APPROVED FOR CONTINUING EDUCATION CREDITS. MONIES ARE USED FOR FURTHER EDUCATION PURPOSES ONLY, I.E. BOOKS, TUITION, LAB FEES, ETC. CHECKS WILL BE SENT DIRECTLY TO THE FINANCIAL AID OFFICES BY THE HUMAN RESOURCE DEPARTMENT PRIOR TO ENROLLMENT. THE EXECUTIVE DIRECTOR MUST APPROVE ALL REQUESTS FOR EDUCATIONAL ASSISTANCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TOM WINKELMAN | ||||||||||||||
| CEO | $279,309 | $0 | $0 | $0 | $0 | $0 | $3,900 | $0 | $11,990 | $0 | $295,199 | $0 | $0 | $0 |
| LESLEY MIDKIFF | ||||||||||||||
| CHIEF MARKETING OFFICER | $175,343 | $0 | $0 | $0 | $0 | $0 | $2,847 | $0 | $1,744 | $0 | $179,934 | $0 | $0 | $0 |
| TODD ARMSTRONG | ||||||||||||||
| DIRECTOR OF HEALTH SERVICE | $170,725 | $0 | $0 | $0 | $0 | $0 | $845 | $0 | $5,057 | $0 | $176,627 | $0 | $0 | $0 |
| LEWIS BUD HART | ||||||||||||||
| CFO (RETIRED IN 2019) | $140,115 | $0 | $0 | $0 | $0 | $0 | $3,675 | $0 | $14,586 | $0 | $158,376 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INDUSTRIAL DEVELOPMENT AUTHORITY OF THE COUNTY OF MARICOPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 860445263 | BondIssuerEIN |
| CUSIP | NONEAVAIL | CUSIPNum |
| Bond Issued | 2017-12-15 | BondIssuedDt |
| Issue Price | $24,000,000 | IssuePriceAmt |
| Purpose | REMODELING, RENOVATION & IMPROVEMENT OF FACILITY | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $24,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $459,089 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $23,540,911 | OtherSpentProceedsAmt |
| Substantial Completion | 2019 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY MANAGEMENT BEFORE BEING PROVIDED TO THE PRESIDENT FOR SIGNING. THE RETURN IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR FINAL REVIEW BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH EMPLOYEE REPORTING REQUIREMENTS. ALL EMPLOYEES AND BOARD MEMBERS ARE TRAINED AND REMINDED TO REPORT ANY VIOLATION OF COMPANY POLICY AND ALL OTHER INAPPROPRIATE BEHAVIOR IN THE WORKPLACE. WESTMINSTER VILLAGE HAS A SPECIFIC SECTION IN NEW EMPLOYEE ORIENTATION THAT ADDRESSES THE REPORTING POLICY AND PROCEDURE TO INCLUDE WHAT SHOULD BE REPORTED, THE MANY CHANNELS THAT EXIST TO REPORT (EVEN ANONYMOUSLY), CONFIDENTIALITY OF REPORT, WESTMINSTER VILLAGE'S ZERO TOLERANCE POLICY ON RETALIATION. REPORTS RECEIVED ARE HANDLED CONFIDENTIALLY, BY HUMAN RESOURCES AND RESOLVED EXPEDITIOUSLY BY APPLYING COMPANY POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION OF THE CEO IS REVIEWED BY EXECUTIVE COMPENSATION TASK FORCE, WHICH REPORTS TO THE GOVERNANCE COMMITTEE FOR REVIEW AND APPROVAL AND THEN ON TO THE BOARD FOR ULTIMATE APPROVAL. THE DATE OF THE LAST REVIEW WAS JANUARY 2020. THE EXECUTIVE COMPENSATION TASK FORCE ASKS THE HUMAN RESOURCES DEPARTMENT TO COMPILE A LIST OF COMPARATIVE FACILITIES INCLUDING THE SALARIES OF THE TOP OFFICIALS. WESTMINSTER VILLAGE IS INCLUDED IN THIS REPORT GIVEN TO THE BOARD FOR THEIR ANALYSIS. THEY ENSURE THAT THE CEO SALARY IS WITHIN THE RANGE OF SALARIES FOR OTHER LIKE-FACILITIES IN THE VALLEY. IN ADDITION TO THIS, AN INTERNAL ANNUAL STUDY IS COMPILED USING WAGE WATCH. WAGE WATCH PROVIDES BENEFIT AND COMPENSATION INFORMATION FOR ALL POSITIONS WITHIN THE LIFE CARE AND HOSPITAL INDUSTRY FOR THE STATE OF ARIZONA. ANNUALLY, WAGES ARE REVIEWED TO ENSURE THAT THE ORGANIZATION AS A WHOLE IS WITHIN THE SALARY RANGES FOR OUR INDUSTRY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | CHANGE IN SPLIT INTEREST AGREEMENT 5,536. FINANCIAL STATEMENT ADOPTION OF ASC 606 226,250. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER VILLAGE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12000 N 90TH ST APT 3062 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860678748 | EIN |
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12-I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |