WESTMINSTER VILLAGE GREENWOOD INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINSTER VILLAGE GREENWOOD INC (EIN 35-1516199)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-10-31
- IRS object ID
- 201123049349300212
- Schema version
- 2010v3.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-31T09:28:01-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BGBC PARTNERS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N MERIDIAN ST STE 1100 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351516199 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER VILLAGE GREENWOOD INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEST | NameControl |
| Phone | 3178812591 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 VILLAGE LANE | AddressLine1 |
| City | GREENWOOD | City |
| State | IN | State |
| ZIP Code | 46143 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOANN MAZE | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 3178812591 | Phone |
| Date Signed | 2011-10-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY W BIRK CPA | Name |
| Phone | 3176334700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENWOOD VILLAGE SOUTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOANN MAZE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 VILLAGE LANE | AddressLine1 |
| City | GREENWOOD | City |
| State | IN | State |
| ZIP Code | 46143 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19458635 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.GREENWOODVILLAGESOUTH.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | TO OPERATE A LONG-TERM CARE AND RETIREMENT FACILITY | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 416 | TotalNbrEmployees |
| Total Nbr Volunteers | 180 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 47504 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8374 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18985091 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19042503 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 187508 | InvestmentIncomePriorYear |
| Investment Income Current Year | 242918 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 114667 | OtherRevenuePriorYear |
| Other Revenue Current Year | 142989 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19334770 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19436784 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 300 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1585 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9510508 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10010465 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11005462 | OtherExpensePriorYear |
| Other Expenses Current Year | 10797804 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20516270 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20809854 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1181500 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1373070 | RevenuesLessExpensesCY |
| Total Assets BOY | 44022727 | TotalAssetsBOY |
| Total Assets EOY | 40786196 | TotalAssetsEOY |
| Total Liabilities BOY | 50372246 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 48542494 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -6349519 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -7756298 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO OPERATE A LONG-TERM CONTINUING CARE AND RETIREMENT FACILITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 19071161 | Expense |
| Grants | 1595 | Grants |
| Revenue | 19185492 | Revenue |
| Description | THE PRIMARY BUSINESS ACTIVITY IS TO OPERATE A CONTINUING CARE AND RETIREMENT FACILITY, PROVIDING HOUSING FOR THE AGED IN APARTMENTS AND COTTAGES, ASSISTED LIVING CARE THROUGH ITS LICENSED RESIDENTIAL CARE FACILITY, AND HEALTH CARE THROUGH ITS HEALTH CARE FACILITY IN GREENWOOD, INDIANA. THE ORGANIZATION INCLUDES 206 INDEPENDENT-LIVING APARTMENTS, 58 INDEPENDENT-LIVING COTTAGES, 48 ASSISTED-LIVING APARTMENTS, AND A 137-BED HEALTH CARE CENTER THAT PROVIDES BOTH SKILLED AND IMMEDIATE CARE. | Description |
| Total Program Service Expense | 19071161 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 25 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 416 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 1 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER KENNEDY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3178812591 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 VILLAGE LANE | AddressLine1 |
| City | GREENWOOD | City |
| State | IN | State |
| ZIP Code | 46143 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| WILLIAM GRUBE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DANIEL H WAGNER CPA | ||||||
| PRESIDENT | 2.00 | X | 0 | 0 | 0 | |
| JESSIE REED | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| GEORGE R SMALL JR MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MERRILL KELSAY | ||||||
| VICE PRESIDENT | 2.00 | X | 0 | 0 | 0 | |
| DAN CALLON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MICHAEL R DELLEN | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | |
| WILLIAM WALKER | ||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | |
| GAIL RICHARDS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JOANN MAZE | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| REHABCARE GROUP INC | |||||
| CONTRACT THERAPY DIV PO BOX 503 | ST LOUIS | MO | 631503534 | THERAPY SERVICES | 1028486 |
| LIFE CARE SERVICES LLC | |||||
| 400 LOCUST ST | DES MOINES | IA | 50309 | MANAGEMENT SERVICES | 558569 |
| PRN PHARMACEUTICAL LP | |||||
| PRN PHARMACEUTICAL SERVICES LP L27 | COLUMBUS | OH | 43260 | PHARMACEUTICALS | 447169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 8374 | AllOtherContributions |
| Total Contributions | 8374 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| APARTMENT SERVICE FEES | 623000 | 16607131 | 16607131 |
| LIFE OCCUPANCY FEES | 623000 | 1859898 | 1859898 |
| HEALTH CENTER | 623000 | 575474 | 575474 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19042503 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 256897 | TotalRevenueColumn |
| Exclusion | $256,897 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7872 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 21851 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7872 | Securities |
| Other | -21851 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -13979 | TotalRevenueColumn |
| Exclusion | -$13,979 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 142989 | TotalRevenueColumn |
| Related Or Exempt Function Income | 142989 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 142989 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19436784 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19185492 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $242,918 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1585 | Total |
| Program Services | 1585 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7706778 | Total |
| Program Services | 6967079 | ProgramServices |
| Management And General | 739699 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40140 | Total |
| Program Services | 1793 | ProgramServices |
| Management And General | 38347 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1491790 | Total |
| Program Services | 1363041 | ProgramServices |
| Management And General | 128749 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 771757 | Total |
| Program Services | 771757 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 506930 | Total |
| Program Services | 506930 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67596 | Total |
| Management And General | 67596 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46495 | Total |
| Program Services | 3250 | ProgramServices |
| Management And General | 43245 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108196 | Total |
| Program Services | 75090 | ProgramServices |
| Management And General | 33106 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147045 | Total |
| Management And General | 147045 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1141155 | Total |
| Program Services | 1004034 | ProgramServices |
| Management And General | 137121 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 839205 | Total |
| Program Services | 725073 | ProgramServices |
| Management And General | 114132 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24616 | Total |
| Program Services | 20751 | ProgramServices |
| Management And General | 3865 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129587 | Total |
| Program Services | 22741 | ProgramServices |
| Management And General | 106846 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2118351 | Total |
| Program Services | 2118351 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2400136 | Total |
| Program Services | 2400136 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171025 | Total |
| Program Services | 171025 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| FOOD | 1337216 | 1337216 |
| PHYSICAL THERAPY | 430857 | 430857 |
| OCCUPATIONAL THERAPY | 369068 | 369068 |
| REPAIRS & MAINTENANCE | 321477 | 321477 |
| SPEECH THERAPY | 247992 | 247992 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 390857 | Total |
| Program Services | 211915 | ProgramServices |
| Management And General | 178942 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20809854 | Total |
| Program Services | 19071161 | ProgramServices |
| Management And General | 1738693 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 831565 | BOY |
| EOY | 1268396 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5626308 | BOY |
| EOY | 3640957 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 923936 | BOY |
| EOY | 1056544 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174128 | BOY |
| EOY | 166843 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 241633 | BOY |
| EOY | 151184 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 50581449 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 23903693 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27558600 | BOY |
| EOY | 26677756 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7430973 | BOY |
| EOY | 6855560 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 914246 | BOY |
| EOY | 503969 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 321338 | BOY |
| EOY | 464987 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44022727 | BOY |
| EOY | 40786196 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1246523 | BOY |
| EOY | 1454229 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12201188 | BOY |
| EOY | 12071548 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36758465 | BOY |
| EOY | 34785613 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166070 | BOY |
| EOY | 231104 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50372246 | BOY |
| EOY | 48542494 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -6349519 | BOY |
| EOY | -7756298 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -6349519 | BOY |
| EOY | -7756298 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44022727 | BOY |
| EOY | 40786196 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1373070 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -33709 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8362 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15117 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 47504 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8374 | CurrentTaxYear |
| Total | 79392 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15826794 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16584899 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19147078 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18985091 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19042954 | CurrentTaxYear |
| Total | 89586816 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15835156 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16584934 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19162195 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19032595 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19051328 | CurrentTaxYear |
| Total | 89666208 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 89666208 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 845645 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 619686 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 328038 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 187508 | CurrentTaxYearMinus1Year |
| Current Tax Year | 197351 | CurrentTaxYear |
| Total | 2178228 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 845645 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 619686 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 328038 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 187508 | CurrentTaxYearMinus1Year |
| Current Tax Year | 197351 | CurrentTaxYear |
| Total | 2178228 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 199948 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 189601 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 383072 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 114668 | CurrentTaxYearMinus1Year |
| Current Tax Year | 142538 | CurrentTaxYear |
| Total | 1029827 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16880749 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17394221 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19873305 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19334771 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19391217 | CurrentTaxYear |
| Total | 92874263 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96550 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96380 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02350 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02420 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 99787 | OtherCostOrOtherBasis |
| Book Value | 99787 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 46831173 | OtherCostOrOtherBasis |
| Depreciation | 21211616 | Depreciation |
| Book Value | 25619557 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3312267 | OtherCostOrOtherBasis |
| Depreciation | 2397138 | Depreciation |
| Book Value | 915129 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 338222 | OtherCostOrOtherBasis |
| Depreciation | 294939 | Depreciation |
| Book Value | 43283 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 26677756 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | APPLICANT AND TENANT DEPOSIT LIABILITY | Description |
| Amount | $231,104 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 231104 | TotalOfAmounts |
| Total Revenue | 19436784 | TotalRevenue |
| Total Expenses | 20809854 | TotalExpenses |
| Excess Or Deficit For Year | -1373070 | ExcessOrDeficitForYear |
| Other | -$33,709 | OtherAmount |
| Total Adjustments | -33709 | TotalAdjustments |
| Excess Or Deficit Per FS | -1406779 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 19428912 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -33709 | OtherRevenues |
| Revenue Not Rptd F990 | -33709 | RevenueNotRptdF990 |
| Revenue Subtotal | 19462621 | RevenueSubtotal |
| Other Revenues Not Included | -25837 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -25837 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 19436784 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 20835691 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 25837 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 25837 | ExpensesNotRptdF990 |
| Expenses Subtotal | 20809854 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 20809854 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | UNCERTAINTY EXISTS REGARDING TAX POSITIONS TAKEN IN PREVIOUSLY FILED TAX RETURNS STILL SUBJECT TO EXAMINATION AND POSITIONS TO BE TAKEN IN FUTURE RETURNS. THERE WERE NO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2011, 2010 AND 2009; AND ACCORDINGLY, THE ORGANIZATION HAS NO ACCRUED INTEREST OR PENALTIES RECORDED. THE TAX YEARS 2007-2010 REMAIN OPEN TO EXAMINATION BY THE TAXING JURISDICTIONS TO WHICH THE ORGANIZATION IS SUBJECT. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATION BY THE TAXING JURISDICTIONS FOR YEARS PRIOR TO 2007. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | UNREALIZED LOSS ON INVESTMENTS -33,709. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED LOSS ON INVESTMENTS -33,709. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | REALIZED GAIN ON INVESTMENTS 7,872. UNREALIZED LOSS ON INVESTMENTS -33,709. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | REALIZED GAIN ON INVESTMENTS -7,872. UNREALIZED LOSS ON INVESTMENTS 33,709. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S FORM 990 IS REVIEWED BY EITHER THE BOARD OR A BOARD COMMITTEE PRIOR TO FILING. | |
| THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, POLICIES AND PROCEDURES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC | WILLIAM GRUBE - 6497 DEERFIELD AVE., GREENWOOD, IN 46143. DANIEL H. WAGNER, C.P.A. - 513 LAWNWOOD DR., GREENWOOD, IN 46142. JESSIE REED - 502 LAWNWOOD DR., GREENWOOD, IN 46142. GEORGE R. SMALL JR., MD - 3162 LAKE CT., GREENWOOD, IN 46142. MERRILL KELSAY - 6848 N. 250 E., WHITELAND, IN 46184. DAN CALLON - 6847 N. 75 W., WHITELAND, IN 46184. MICHAEL R. DELLEN - 6306 SIMIEN RD., INDIANAPOLIS, IN 46237. WILLIAM WALKER - 1275 W. MAIN ST., GREENWOOD, IN 46142. GAIL RICHARDS - 1046 NEW AMSTERDAM DR., GREENWOOD, IN 46142. | FORM 990, PART VII |
| CHANGES IN NET ASSETS OR FUND BALANCES: | UNREALIZED LOSS ON INVESTMENTS -33,709. TOTAL TO FORM 990, PART XI, LINE 5: -33,709. | FORM 990, PART XI, LINE 5: |
| CHANGES TO PROCESS OF AUDIT COMMITTEE OVERSIGHT RESPONSIBILITIES: | THE PROCESS OF THE ORGANIZATION'S AUDIT COMMITTEE OVERSIGHT RESPONSIBILITIES HAS NOT CHANGED FROM THE PRIOR YEAR. | FORM 990, PART XI, LINE 2(C) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER TOWERS GREENWOOD INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 278 VILLAGE LANE | AddressLine1 |
| City | GREENWOOD | City |
| State | IN | State |
| ZIP Code | 46143 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351516196 | EIN |
| Primary Activities | OPERATION OF LOW-COST HOUSING FOR ELDERLY & PHYSICALLY DISABLED PERSONS | PrimaryActivities |
| Legal Domicile State | IN | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(2) | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER TOWERS GREENWOOD INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionType |
| Amount Involved | 58920 | AmountInvolved |