2020-02-11T06:52:52-06:00 2019-03-31 263762434 HOSKINS QUIROS OSBORNE LABEAUME CPA LLC 926 LAKE BALDWIN LN ORLANDO FL 32814 990 2018-04-01 593614812 WESTMINSTER SERVICES INC WEST 4078395050 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 HENRY T KEITH SENIOR VP/TREASURER 4078395050 2020-02-03 true RUSSELL K HOSKINS P00533774 4072773000 2020-02-03 52.37.240.203 2020-02-11 06:52:52 CS P 9ABB3A8741E2D8651CA16B94E376F26E376FD94C E630FD7C32584ED60F103B4D00F695DA90E78181 2018 2020-09-22 18:59:49Z HENRY T KEITH 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 13508907 false X N/A X 1999 FL THE ENTITY IS ORGANIZED FOR EXEMPT CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING THE PROVISION OF GENERAL OPERATIONAL SERVICES TO THE ENTITIES OF THE WESTMINSTER RETIREMENT COMMUNITIES, INC. (WRC) AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. (PRC). ALL OF THE ENTITIES OF WRC AND PRC ARE EXEMPT UNDER IRC SECTION 501(C)(3). THE ORGANIZATION PROVIDES CERTAIN FINANCIAL AND OPERATIONAL MANAGEMENT SERVICES TO THE ENTITIES OF WRC AND PRC. 17 17 164 0 425377 515916 11638055 12849692 0 140080 143299 12203512 13508907 0 0 9641868 9945881 0 1625991 1922845 3563030 11564713 13508911 638799 -4 9774385 8332118 8941525 7499262 832860 832856 X THE ENTITY IS ORGANIZED FOR EXEMPT CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING THE PROVISION OF GENERAL OPERATIONAL SERVICES TO THE ENTITIES OF THE WESTMINSTER RETIREMENT COMMUNITIES, INC. (WRC) AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. (PRC). ALL OF THE ENTITIES OF WRC AND PRC ARE EXEMPT UNDER IRC SECTION 501(C)(3). THE ORGANIZATION PROVIDES CERTAIN FINANCIAL AND OPERATIONAL MANAGEMENT SERVICES TO THE ENTITIES OF WRC AND PRC. false false 10620176 12849692 THE ORGANIZATION PROVIDES MANAGEMENT SERVICES TO THE NONPROFIT ORGANIZATIONS WESTMINSTER RETIREMENT COMMUNITIES, INC. AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. THE ORGANIZATION MANAGED OVER TWO DOZEN COMMUNITIES SERVING OVER 5,000 RESIDENTS ON BEHALF OF WESTMINSTER RETIREMENT COMMUNITIES, INC. AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. 10620176 true true false false false false false false false false false false false false true true false true false false false false false false false false false false false true false false false true false false false false false false false false false true true true false false true 6 0 true 164 true false false false false false false false false false false false false false false X 17 17 false false false false true true true true true false false false true true true true true true true false X WESTMINSTER SERVICES INC 4078395050 80 W LUCERNE CIRCLE ORLANDO FL 32801 X EDWARD AMLEY DIRECTOR 0.25 X 0 0 0 JAMES BOGNER 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 MARSHALL GUNN DIRECTOR 0.25 X 0 0 0 STEWART HALL DIRECTOR 0.25 X 0 0 0 JOHN HILLENMEYER DIRECTOR 0.25 X 0 0 0 CARLEN MACCUX DIRECTOR 0.25 X 0 0 0 BRUCE MAY DIRECTOR 0.25 X 0 0 0 JEFFREY MOCK DIRECTOR 0.25 X 0 0 0 HOWARD MORGAN DIRECTOR 0.25 X 0 0 0 JOANN NOLIN 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 ROGER STEVENS EXEC VP/ASSI 40.00 X 582655 0 7251 HENRY T KEITH SENIOR VP/TR 40.00 X 393534 0 10970 MARJORIE PHILLIPS CHAIRMAN / P 0.25 X 0 0 0 WILLIAM O BELL SECRETARY 0.25 X 0 0 0 GARY HENNIS COO 40.00 X 388302 0 10910 NORMA CACERES CONTROLLER 40.00 X 171248 0 8570 JANET HERRON VICE PRESIDE 40.00 X 242479 0 9450 RAYMOND POLASKI REGION VP OP 40.00 X 240734 0 9450 MARY KLEIN VP OF HR 40.00 X 237901 0 9403 ROBERT BROWN VP OF MIS 40.00 X 223417 0 9252 CONSTANCE SCHEIN VICE PRESIDE 40.00 X 222067 0 9173 2702337 84429 40 false true false THINK CONSTRUCTION SERVICES LLC 4677 118TH AVE N CLEARWATER FL 33762 CONSTRUCTION 1455472 THYSSENKRUPP ELEVATOR CORP 10801 SATELLITE BLVD ORLANDO FL 32837 ELEVATOR SERVIC 347619 MOORE STEPHENS LOVELACE PA 255 SOUTH ORANGE AVENUE SUITE 600 ORLANDO FL 32801 CPA 134769 APOLLO ELECTRICAL SERVICES INC 1010 OCOEE APOPKA RD APOPKA FL 32703 ELECTRICIAN 120387 4 515916 515916 MANAGEMENT FEES 561000 12797013 12797013 OTHER INCOME 900099 52679 52679 12849692 INTEREST INCOME FROM KEY EMPL 900099 143299 143299 143299 13508907 12849692 143299 1573440 1187824 173158 212458 7269115 5487610 799970 981535 61472 49161 6984 5327 508695 363753 54370 90572 533159 393864 57988 81307 111150 97812 13338 85701 57137 8830 19734 18663 14569 4094 72851 61962 8572 2317 181630 159834 21796 296030 269813 26217 295797 248310 34542 12945 31352 27590 3762 BENEVOLENT ASSIST / GRANT 1559407 1559407 DATA PROCESSING 333000 284207 39257 9536 PERSONNEL & RECRUITMENT 237186 207101 28333 1752 FOUNDATION FUNDRAISING 167260 167260 173003 150222 11844 10937 13508911 10620176 1262744 1625991 2807828 1015622 181068 236115 6234719 6378018 1696 1696 377016 393994 172058 306673 9774385 8332118 1662705 2676943 7278820 4822319 8941525 7499262 X 832860 832856 832860 832856 9774385 8332118 -4 X false true X true false X X X 2 PRESBYTERIAN RETIREMENT COMMUNITIES INC AND AFFILIATE 590931267 10 false 0 0 WESTMINSTER RETIREMENT COMMUNITIES INC AND AFFILIATES 311682149 10 false 0 0 2 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED DUE TO AFFILIATES 4822319 4822319 X SCHEDULE D, PAGE 3, PART X THE INTERNAL REVENUE SERVICE HAS RECOGNIZED WESTMINSTER SERVICES, INC. AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS A RESULT, INCOME EARNED IN FURTHERANCE OF THE ENTITY'S TAX-EXEMPT PURPOSE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AND; ACCORDINGLY, THESE FINANCIAL STATEMENTS INCLUDE NO PROVISION OR LIABILITY FOR INCOME TAXES. AS OF MARCH 31, 2019, WESTMINSTER SERVICES, INC. IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS, WITH CERTAIN EXCEPTIONS, BY THE U.S. FEDERAL TAXING AUTHORITIES FOR ANY TAX YEARS PRIOR TO THE LAST THREE YEARS. X X X false false false false false false false false false ROGER STEVENS EXEC VP/ASSIST SECRE 426937 108167 47551 5779 1472 589906 HENRY T KEITH SENIOR VP/TREASURER 315938 48943 28653 3904 7066 404504 GARY HENNIS COO 309715 48882 29705 3844 7066 399212 NORMA CACERES CONTROLLER 136832 14925 19491 1692 6878 179818 JANET HERRON VICE PRESIDENT 204263 13407 24809 2384 7066 251929 RAYMOND POLASKI REGION VP OPERATIONS 198385 21025 21324 2384 7066 250184 MARY KLEIN VP OF HR 188380 20622 28899 2337 7066 247304 ROBERT BROWN VP OF MIS 181375 19375 22667 2193 7059 232669 CONSTANCE SCHEIN VICE PRESIDENT 178704 19503 23860 2116 7057 231240 JAMES EMERSON SPLIT DOLLAR LIFE INSUR ARRANGEMENT X 6378018 false true true 6378018 FORM 990 - ORGANIZATION'S MISSION THE ENTITY IS ORGANIZED FOR EXEMPT CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING THE PROVISION OF GENERAL OPERATIONAL SERVICES TO THE ENTITIES OF THE WESTMINSTER RETIREMENT COMMUNITIES, INC. (WRC) AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. (PRC). ALL OF THE ENTITIES OF WRC AND PRC ARE EXEMPT UNDER IRC SECTION 501(C)(3). THE ORGANIZATION PROVIDES CERTAIN FINANCIAL AND OPERATIONAL MANAGEMENT SERVICES TO THE ENTITIES OF WRC AND PRC. FORM 990 BOND OBLIGATIONS: THE FOLLOWING TAX-EXEMPT BONDS 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 BOND. WESTMINSTER SERVICES, INC. HAS NOT RECEIVED ANY PROCEEDS FROM THE BOND ISSUES. BOND ISSUES: ISSUER NAME DATE ISSUED ISSUE PRICE 2010A ST. JOHNS COUNTY INDUSTRIAL DEVELOPMENT AUTH 8/04/10 111,747,713 2010B ST. JOHNS COUNTY INDUSTRIAL DEVELOPMENT AUTH 8/04/10 25,000,000 2014 ORANGE COUNTY HEALTH FACILITIES AUTHORITY 7/02/14 49,158,980 2015 ORANGE COUNTY HEALTH FACILITIES AUTHORITY 6/15/15 48,668,087 2016 ORANGE COUNTY HEALTH FACILITIES AUTHORITY 12/15/16 176,065,533 OBLIGATED GROUP MEMBERS AND EMPLOYER IDENTIFICATION NUMBERS (EIN): PRESBYTERIAN RETIREMENT COMMUNITIES, 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, PAGE 6, PART VI, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS WESTMINSTER RETIREMENT COMMUNITIES, INC. FORM 990, PAGE 6, PART VI, LINE 7A WESTMINSTER RETIREMENT COMMUNITIES, INC. MAY ELECT ONE OR MORE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 7B WESTMINSTER 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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