2015-02-11T18:49:24-06:00 2014-03-31 263762434 HOSKINS QUIROS OSBORNE LABEAUME CPA LLC 926 LAKE BALDWIN LN ORLANDO FL 32814 990 2013-04-01 593614812 WESTMINSTER SERVICES INC WEST 4078395050 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 HENRY KEITH SENIOR VP / TREASURER 4078395050 2015-01-24 true RUSSELL K HOSKINS P00533774 4072773000 2015-01-24 2013 2016-03-07 17:11:31Z HENRY KEITH 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 8953364 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. 15 15 140 0 231066 240433 8206009 8592206 0 124968 120725 8562043 8953364 0 0 6808329 7489964 0 1144330 1753714 1903942 8562043 9393906 -440542 6576189 6775517 5377129 6016999 1199060 758518 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 7270766 8592206 THE ORGANIZATION PROVIDES MANAGEMENT SERVICES TO THE NONPROFIT ORGANIZATIONS WESTMINSTER RETIREMENT COMMUNITIES, INC. AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. THE ORGANIZATION MANAGED 24 COMMUNITIES SERVING 5,440 RESIDENTS ON BEHALF OF WESTMINSTER RETIREMENT COMMUNITIES, INC. AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. 7270766 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 48 0 true 140 true false false false false false false false false false false false false X 15 15 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 AL MCCULLY DIRECTOR X 0 0 0 JAMES BOGNER CHAIRMAN/PRE X X 0 0 0 JOHN MILTON V DIRECTOR X 0 0 0 MARJORIE PHILLIPS DIRECTOR X 0 0 0 RICHARD STURM DIRECTOR X 0 0 0 STEPHEN DYE DIRECTOR X 0 0 0 WILLIAM HULL DIRECTOR X 0 0 0 WILLIAM BELL DIRECTOR X 0 0 0 GREG BUSTLE DIRECTOR X 0 0 0 JEANNIE DODDRIDGE DIRECTOR X 0 0 0 JOHN HILLENMEYER DIRECTOR X 0 0 0 ALLEN TROVILLION DIRECTOR X 0 0 0 BRUCE MAY DIRECTOR X 0 0 0 DEL POLING DIRECTOR X 0 0 0 THOMAS SHAFER DIRECTOR X 0 0 0 ROGER STEVENS EXEC VP/ASSI 40.00 X 393513 0 21784 HENRY T KEITH SENIOR VP/TR 40.00 X 311767 0 20986 EUGENIA SHANNON SECRETARY X 0 0 0 GARRY HENNIS COO 40.00 X 304140 0 22404 JANET HERRON REGIONAL VP 40.00 X 196270 0 9835 MARY KLEIN VP HUMAN RES 40.00 X 182652 0 19220 STEVEN KASTNER REGIONAL VP 40.00 X 175632 0 19085 DONALD WILSON EXEC DIRECT 40.00 X 173249 0 17044 LINDA BUTTERY CONTROLLER 40.00 X 168562 0 18879 1905785 149237 26 false true false THE ULTIMATE SOFTWARE GROUP INC 1485 N PARK DR WESTON FL 33326 SOFTWARE MAINT 162322 MOORE STEPHENS LOVELACE PA 1201 S ORLANDO AVE SUITE 400 WINTER PARK FL 32789 ACCOUNTING 130194 SAVVIS COMMUNICATIONS CORP 13322 COLLECTIONS CENTER DR CHICAGO IL 60693 NETWORK SERVICE 107620 3 240433 240433 MANAGEMENT FEES 561000 8348893 8348893 OTHER INCOME 900099 243313 243313 8592206 INTEREST INCOME FROM KEY EMPL 900099 120725 120725 120725 8953364 8592206 120725 1074594 823257 119216 132121 5357476 4104416 594361 658699 39046 30632 4389 4025 621808 443327 66355 112126 397040 298963 43633 54444 111869 98445 13424 154860 122203 17464 15193 8910 6338 2572 94565 79480 11051 4034 138598 121929 16629 40 239197 210102 29095 204612 173666 24045 6901 27553 24247 3306 DATA PROCESSING 246677 206444 28756 11477 CONSULTANTS 236858 235399 1459 PERSONNEL & RECRUITMENT 195870 170231 23335 2304 FOUNDATION FUNDRAISING 104742 104742 139631 121687 12846 5098 9393906 7270766 978810 1144330 701289 728809 106278 181499 5146626 5692648 1381 1696 45731 47570 574884 123295 6576189 6775517 1253213 1489356 4123916 4527643 5377129 6016999 X 1199060 758518 1199060 758518 6576189 6775517 -440542 X false true X true false X X X X false false false PRESBYTERIAN RETIREMENT COMMUNITIES INC AND AFFILIATE 590931267 9 false false true 0 WESTMINSTER RETIREMENT COMMUNITIES INC AND AFFILIATES 311682149 9 false false true 0 2 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED DUE TO AFFILIATES 4527643 4527643 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, 2014, 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 SECR 295974 70917 26622 3904 17880 415297 3464 HENRY T KEITH SENIOR VP/TREASURER 231359 56442 23966 3106 17880 332753 2773 GARRY HENNIS COO 244713 55227 4200 2954 19450 326544 JANET HERRON REGIONAL VP OPERATIO 146649 25125 24496 1948 7887 206105 1830 MARY KLEIN VP HUMAN RESOURCES 157492 23757 1403 1842 17378 201872 1686 STEVEN KASTNER REGIONAL VP OPERATIO 146516 22610 6506 1754 17331 194717 1737 DONALD WILSON EXEC DIRECT WEST OAK 110521 38000 24728 1717 15327 190293 1541 LINDA BUTTERY CONTROLLER 121758 21857 24947 1695 17184 187441 1569 JAMES EMERSON SPLIT DOLLAR LIFE INSUR ARRANGEMENT X 5692648 false true true 5692648 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 2004A ST. JOHNS COUNTY INDUSTRIAL DEVELOPMENT AUTH 8/11/04 31,590,000 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 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. ASBURY ARMS NORTH INC 80 WEST LUCERNE CIR ORLANDO FL 32801 593486188 HUD COMM FL 501C3 9 NA true ASBURY ARMS INC 80 WEST LUCERNE CIR ORLANDO FL 32801 237070334 HUD COMM FL 501C3 9 NA true GATEWAY TERRACE INC 80 WEST LUCERNE CIR ORLANDO FL 32801 591163698 HUD COMM FL 501C3 9 NA true GEORGIA BELLE APARTMENTS INC 80 WEST LUCERNE CIR ORLANDO FL 32801 591300852 HUD COMM FL 501C3 9 NA true LOUTTIT MANOR INC 80 WEST LUCERNE CIR ORLANDO FL 32801 591163560 HUD COMM FL 501C3 9 NA true MAGNOLIA TOWERS INC 80 WEST LUCERNE CIR ORLANDO FL 32801 591115878 HUD COMM FL 501C3 9 NA true PALM SHORES RETIREMENT COMM INC 80 WEST LUCERNE CIR ORLANDO FL 32801 583725912 HOME AGED FL 501C3 9 NA true PENSACOLA RETIRE VILLAGE III INC 80 WEST LUCERNE CIR ORLANDO FL 32801 593369240 HUD COMM FL 501C3 9 NA true PENSACOLA RETIRE VILLAGE IV INC 80 WEST LUCERNE CIR ORLANDO FL 32801 550855004 HUD COMM FL 501C3 9 NA true PENSACOLA RETIRE VILLAGE V INC 80 WEST LUCERNE CIR ORLANDO FL 32801 562372327 HUD COMM FL 501C3 PF NA true PENSACOLA RETIRE VILLAGE INC 80 WEST LUCERNE CIR ORLANDO FL 32801 591802496 HUD COMM FL 501C3 9 NA true PRESBYTERIAN RETIREMENT COMM INC 80 WEST LUCERNE CIR ORLANDO FL 32801 590931267 HOME AGED FL 501C3 9 NA true RIVERSIDE PRESBYTERIAN APARTMENTS 80 WEST LUCERNE CIR ORLANDO FL 32801 596196718 HUD COMM FL 501C3 9 NA true RIVERSIDE PRESBYTERIAN HOUSE INC 80 WEST LUCERNE CIR ORLANDO FL 32801 591361949 HUD COMM FL 501C3 9 NA true SUNCOAST MANOR FOUNDATION INC 80 WEST LUCERNE CIR ORLANDO FL 32801 593671288 HUD COMM FL 501C3 11A NA true SUNCOAST MANOR RETIREMENT COMM INC 80 WEST LUCERNE CIR ORLANDO FL 32801 590991279 HOME AGED FL 501C3 9 NA true WESLEY MANOR INC 80 WEST LUCERNE CIR ORLANDO FL 32801 590872675 HOME AGED FL 501C3 9 NA true WESTMINSTER ASBURY EAST INC 80 WEST LUCERNE CIR ORLANDO FL 32801 352393493 HUD COMM FL 501C3 9 NA true WESTMINSTER FOUNDATION III INC 80 WEST LUCERNE CIR ORLANDO FL 32801 383842959 HUD COMM FL 501C3 9 NA true WESTMINSTER PINES INC 80 WEST LUCERNE CIR ORLANDO FL 32801 593725902 HOME AGED FL 501C3 9 NA true WESTMINSTER RETIRE COMM FOUNDATION 80 WEST LUCERNE CIR ORLANDO FL 32801 237414048 PUBFOUNDAT FL 501C3 11A NA true WESTMINSTER RETIREMENT COMM INC 80 WEST LUCERNE CIR ORLANDO FL 32801 311682149 PARENT CO. FL 501C3 11A NA true WESTMINSTER SENIOR SERVICES INC 80 WEST LUCERNE CIR ORLANDO FL 32801 593725901 SENIOR SVC FL 501C3 9 NA true WESTMINSTER SHORES INC 80 WEST LUCERNE CIR ORLANDO FL 32801 590714826 HOME AGED FL 501C3 9 NA true WHITE SANDS MANOR II INC 80 WEST LUCERNE CIR ORLANDO FL 32801 593669591 HUD COMM FL 501C3 9 NA true WHITE SANDS MANOR INC 80 WEST LUCERNE CIR ORLANDO FL 32801 591998019 HUD COMM FL 501C3 9 NA true false false true false false false false false false false true true false false false true true false false WESTMINSTER RETIRE COMM FOUNDATION C 240433 WESTMINSTER SERV RECORDS PENSACOLA RETIREMENT VILLAGE INC L 134347 WESTMINSTER SERV RECORDS RIVERSIDE PRESBYTERIAN HOUSE INC L 131916 WESTMINSTER SERV RECORDS RIVERSIDE PRESBYTERIAN APARTMENTS L 142040 WESTMINSTER SERV RECORDS GATEWAY TERRACE INC L 172944 WESTMINSTER SERV RECORDS GEORGIA BELLE APARTMENTS INC L 105150 WESTMINSTER SERV RECORDS PRESBYTERIAN RETIREMENT COMMUNITIES L 4196580 WESTMINSTER SERV RECORDS WESTMINSTER RETIRE COMM FOUNDATION L 360000 WESTMINSTER SERV RECORDS WESTMINSTER SHORES INC L 564816 WESTMINSTER SERV RECORDS PALM SHORES RETIREMENT COMM INC L 518256 WESTMINSTER SERV RECORDS LOUTTIT MANOR INC L 93151 WESTMINSTER SERV RECORDS WHITE SANDS MANOR INC L 64142 WESTMINSTER SERV RECORDS SUNCOAST MANOR RETIRE COMM INC L 602796 WESTMINSTER SERV RECORDS WESLEY MANOR INC L 750120 WESTMINSTER SERV RECORDS MAGNOLIA TOWERS INC L 96154 WESTMINSTER SERV RECORDS ASBURY ARMS INC L 97240 WESTMINSTER SERV RECORDS SUNCOAST MANOR FOUNDATION INC L 121643 WESTMINSTER SERV RECORDS SUNCOAST MANOR RETIRE COMM INC Q 216289 WESTMINSTER SERV RECORDS WESTMINSTER SHORES INC P 599159 WESTMINSTER SERV RECORDS PALM SHORES RETIREMENT COMM INC Q 66064 WESTMINSTER SERV RECORDS WESLEY MANOR INC Q 63003 WESTMINSTER SERV RECORDS WESTMINSTER SENIOR SERVICES INC P 136502 WESTMINSTER SERV RECORDS MAGNOLIA TOWERS INC P 69639 WESTMINSTER SERV RECORDS LOUTTIT MANOR INC P 398612 WESTMINSTER SERV RECORDS PRESBYTERIAN RETIREMENT COMM INC Q 1874211 WESTMINSTER SERV RECORDS RIVERSIDE PRESBYTERIAN HOUSE INC P 52028 WESTMINSTER SERV RECORDS WESTMINSTER RETIREMENT COMM FOUNDAT P 414263 WESTMINSTER SERV RECORDS SUNCOAST MANOR FOUNDATION INC P 101116 WESTMINSTER SERV RECORDS