2016-02-10T13:29:41-06:00 2015-03-31 263762434 HOSKINS QUIROS OSBORNE LABEAUME CPA LLC 926 LAKE BALDWIN LN ORLANDO FL 32814 990 2014-04-01 593614812 WESTMINSTER SERVICES INC WEST 4078395050 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 HENRY KEITH SENIOR VP / TREASURER 4078395050 2016-02-08 true RUSSELL K HOSKINS P00533774 4072773000 2016-02-07 2014 2016-08-17 19:52:53Z HENRY KEITH 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 9805287 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. 18 18 143 0 240433 225416 8592206 9449031 0 120725 130840 8953364 9805287 0 0 7489964 8694070 0 1178800 1903942 1538450 9393906 10232520 -440542 -427233 6775517 7106128 6016999 6774843 758518 331285 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 7965015 9449031 THE ORGANIZATION PROVIDES MANAGEMENT SERVICES TO THE NONPROFIT ORGANIZATIONS WESTMINSTER RETIREMENT COMMUNITIES, INC. AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. THE ORGANIZATION MANAGED 26 COMMUNITIES SERVING 5,562 RESIDENTS ON BEHALF OF WESTMINSTER RETIREMENT COMMUNITIES, INC. AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. 7965015 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 51 0 true 143 true false false false false false false false false false false false false X 18 18 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 JAMES BOGNER CHAIRMAN/PRE X X 0 0 0 RICHARD STURM DIRECTOR X 0 0 0 STEPHEN DYE SECRETARY/DI X X 0 0 0 WILLIAM O BELL DIRECTOR X 0 0 0 JEANNIE DODDRIDGE DIRECTOR X 0 0 0 JOHN HILLENMEYER DIRECTOR X 0 0 0 BRUCE W MAY DIRECTOR X 0 0 0 JOHN MILTON V DIRECTOR X 0 0 0 MARJORIE PHILLIPS DIRECTOR X 0 0 0 DEL POLING DIRECTOR X 0 0 0 THOM SHAFER DIRECTOR X 0 0 0 EDWARD AMLEY DIRECTOR X 0 0 0 STEWART HALL DIRECTOR X 0 0 0 JOANN NOLIN DIRECTOR X 0 0 0 HOWARD MORGAN DIRECTOR X 0 0 0 EUGENIA SHANNON DIRECTOR X 0 0 0 GREG BUSTLE DIRECTOR X 0 0 0 AL MCCULLY DIRECTOR X 0 0 0 ROGER STEVENS EXEC VP/ASSI 40.00 X 430811 0 24315 HENRY T KEITH SENIOR VP/TR 40.00 X 343776 0 23471 GARY HENNIS COO 40.00 X 330838 0 23335 LINDA BUTTERY CONTROLLER 40.00 X 188446 0 21736 JANET HERRON REGIONAL VP 40.00 X 208963 0 10413 HAROLD HACHMEISTER REG DIR OF S 40.00 X 207010 0 21343 MARY KLEIN VP OF HUMAN 40.00 X 198445 0 21882 DONALD WILSON EXECUTIVE DI 40.00 X 193566 0 17729 DOUGLAS FLEEGLE DIRECTOR HOM 40.00 X 191697 0 20903 2293552 185127 14 false true false THE ULTIMATE SOFTWARE GROUP INC 1485 N PARK DR WESTON FL 33326 SOFTWARE MAINT 151195 MOORE STEPHENS LOVELACE PA 1201 S ORLANDO AVE SUITE 400 WINTER PARK FL 32789 ACCOUNTING 131605 SAVVIS COMMUNICATIONS CORP 13322 COLLECTIONS CENTER DR CHICAGO IL 60693 NETWORK SERVICE 108710 REINGRUBER & COMPANY PA 100 2ND AVE S STE 1200 ST PETERSBURG FL 33701 ACCOUNTING 104298 4 225416 225416 MANAGEMENT FEES 561000 9188368 9188368 OTHER INCOME 900099 260663 260663 9449031 INTEREST INCOME FROM KEY EMPL 900099 130840 130840 130840 9805287 9449031 130840 1386729 1083289 155507 147933 6027409 4708507 675911 642991 42509 33308 4775 4426 783459 571883 84664 126912 453964 345197 50157 58610 42519 37417 5102 80563 56749 8542 15272 17375 13989 3386 91396 78312 10799 2285 136803 120387 16416 270400 243636 26764 194789 165957 22941 5891 32173 28312 3861 DATA PROCESSING 180181 150861 21009 8311 PERSONNEL & RECRUITMENT 130397 113069 15514 1814 FOUNDATION FUNDRAISING 128537 128537 SUPPLIES 81165 67118 9397 4650 152152 147024 4110 1018 10232520 7965015 1088705 1178800 728809 776617 181499 275023 5692648 5823488 1696 1696 47570 107399 123295 121905 6775517 7106128 1489356 1973234 4527643 4801609 6016999 6774843 X 758518 331285 758518 331285 6775517 7106128 -427233 X false true X true false X X 2 PRESBYTERIAN RETIREMENT COMMUNITIES INC AND AFFILIATE 590931267 9 false 0 0 WESTMINSTER RETIREMENT COMMUNITIES INC AND AFFILIATES 311682149 9 false 0 0 2 0 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 4801609 4801609 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, 2015, 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 TAX YEARS. X X X X false false false false false false false false false ROGER STEVENS EXEC VP/ASSIST SECRE 331894 85915 13002 4270 20045 455126 3904 HENRY T KEITH SENIOR VP/TREASURER 258280 68075 17421 3426 20045 367247 3106 GARY HENNIS COO 236890 66494 27454 3290 20045 354173 2954 LINDA BUTTERY CONTROLLER 138417 26361 23668 1861 19875 210182 1695 JANET HERRON REGIONAL VP OF OPS 161838 29651 17474 2072 8341 219376 1948 HAROLD HACHMEISTER REG DIR OF SALES/MKT 84442 112282 10286 2047 19296 228353 MARY KLEIN VP OF HUMAN RESOURCE 144455 28121 25869 1967 19915 220327 1842 DONALD WILSON EXECUTIVE DIRECTOR 124735 54500 14331 1916 15813 211295 1717 DOUGLAS FLEEGLE DIRECTOR HOME HEALTH 176614 7590 7493 927 19976 212600 JAMES EMERSON SPLIT DOLLAR LIFE INSUR ARRANGEMENT X 5823488 false true true 5823488 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 BONDS. 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 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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