Civic Intelligence

Westminster Retirement Communities

EIN 23-7414048 • 501(c)3 • Orlando, FL

Profile

Westminster retirement communities foundation, inc. Is a non-profit organization separate from westminster retirement communities, inc. And its affiliates, established to provide charitable funds for the support of needy persons, projects, and programs at retirement communities and health care facilities owned, operated and managed by westminster retirement communities, inc. And presbyterian retirement communities, inc. All endowment funds, benevolent assistance for residents, investments, and certain related liabilities are maintained by the foundation. All members of westminster retirement communities, inc.'s board of directors are also the members of the foundation's board of directors.

80 W Lucerne CircleOrlando, FL 32801

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

17th percentile

0.03x

Higher debt load relative to assets than 17% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

39th percentile

0.29x

Higher debt load relative to revenue than 39% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

84th percentile

$1,209,980

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Asset Growth

23rd percentile

-0.0%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

87th percentile

50%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Assets

Down

$114,595,095

Down $34,359 (-0.0%) from 2024

Liabilities

Up

$3,902,529

Up $309,560 (+8.6%) from 2024

Net Assets

Down

$110,692,566

Down $343,919 (-0.3%) from 2024

Revenue

Up

$13,664,822

Up $4,565,022 (+50%) from 2024

Expenses

Up

$11,253,689

Up $6,886,182 (+158%) from 2024

Net Income

Down

$2,411,133

Down $2,321,160 (-49%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2010: $53,608,851Liabilities 2010: $9,002,262Net Assets 2010: $44,606,5892010Assets 2012: $55,661,052Liabilities 2012: $10,301,342Net Assets 2012: $45,359,7102012Assets 2013: $59,888,543Liabilities 2013: $10,798,322Net Assets 2013: $49,090,2212013Assets 2014: $65,291,058Liabilities 2014: $10,010,602Net Assets 2014: $55,280,4562014Assets 2015: $79,439,799Liabilities 2015: $10,524,367Net Assets 2015: $68,915,4322015Assets 2016: $74,568,940Liabilities 2016: $2,646,793Net Assets 2016: $71,922,1472016Assets 2017: $80,251,004Liabilities 2017: $2,661,163Net Assets 2017: $77,589,8412017Assets 2018: $90,306,312Liabilities 2018: $11,526,013Net Assets 2018: $78,780,2992018Assets 2019: $99,169,821Liabilities 2019: $15,778,968Net Assets 2019: $83,390,8532019Assets 2020: $84,366,664Liabilities 2020: $9,516,788Net Assets 2020: $74,849,8762020Assets 2021: $113,611,228Liabilities 2021: $11,505,449Net Assets 2021: $102,105,7792021Assets 2022: $107,356,228Liabilities 2022: $3,373,218Net Assets 2022: $103,983,0102022Assets 2023: $98,784,723Liabilities 2023: $3,238,825Net Assets 2023: $95,545,8982023Assets 2024: $114,629,454Liabilities 2024: $3,592,969Net Assets 2024: $111,036,4852024Assets 2025: $114,595,095Liabilities 2025: $3,902,529Net Assets 2025: $110,692,5662025

Highlighted filing

2025

Assets$114,595,095
Liabilities$3,902,529
Net Assets$110,692,566

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,151,3222010Expenses 2012: $3,488,9472012Expenses 2013: $3,465,4512013Revenue 2014: $6,150,426Expenses 2014: $2,479,557Net Income 2014: $3,670,8692014Revenue 2015: $17,419,698Expenses 2015: $2,675,556Net Income 2015: $14,744,1422015Revenue 2016: $11,359,769Expenses 2016: $2,298,257Net Income 2016: $9,061,5122016Revenue 2017: $3,582,377Expenses 2017: $2,579,564Net Income 2017: $1,002,8132017Revenue 2018: $11,425,774Expenses 2018: $11,787,029Net Income 2018: -$361,2552018Revenue 2019: $9,885,149Expenses 2019: $4,284,236Net Income 2019: $5,600,9132019Revenue 2020: $7,912,031Expenses 2020: $9,087,689Net Income 2020: -$1,175,6582020Revenue 2021: $13,044,616Expenses 2021: $5,839,763Net Income 2021: $7,204,8532021Revenue 2022: $16,462,536Expenses 2022: $2,889,517Net Income 2022: $13,573,0192022Revenue 2023: $8,267,456Expenses 2023: $5,143,153Net Income 2023: $3,124,3032023Revenue 2024: $9,099,800Expenses 2024: $4,367,507Net Income 2024: $4,732,2932024Revenue 2025: $13,664,822Expenses 2025: $11,253,689Net Income 2025: $2,411,1332025

Highlighted filing

2025

Revenue$13,664,822
Expenses$11,253,689
Net Income$2,411,133

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$115$3.90$111$13.7$11.3$2.41
2024Detailed filing. Detailed filing data is available for this year.$115$3.59$111$9.10$4.37$4.73
2023Detailed filing. Detailed filing data is available for this year.$98.8$3.24$95.5$8.27$5.14$3.12
2022Detailed filing. Detailed filing data is available for this year.$107$3.37$104$16.5$2.89$13.6
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$114$11.5$102$13.0$5.84$7.20
2020Detailed filing. Detailed filing data is available for this year.$84.4$9.52$74.8$7.91$9.09$1.18
2019Detailed filing. Detailed filing data is available for this year.$99.2$15.8$83.4$9.89$4.28$5.60
2018Detailed filing. Detailed filing data is available for this year.$90.3$11.5$78.8$11.4$11.8$0.36
2017Detailed filing. Detailed filing data is available for this year.$80.3$2.66$77.6$3.58$2.58$1.00
2016Detailed filing. Detailed filing data is available for this year.$74.6$2.65$71.9$11.4$2.30$9.06
2015Detailed filing. Detailed filing data is available for this year.$79.4$10.5$68.9$17.4$2.68$14.7
2014Detailed filing. Detailed filing data is available for this year.$65.3$10.0$55.3$6.15$2.48$3.67
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.9$10.8$49.1$3.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.7$10.3$45.4$3.49
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.6$9.00$44.6$3.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Feb 14, 2026
Return Version
2024v5.0
Gross Receipts
$48,822,347
Mission and Program Overview

Mission

Westminster retirement communities foundation, inc. Is a non-profit organization separate from westminster retirement communities, inc. And its affiliates, established to provide charitable funds for the support of needy persons, projects, and programs at retirement communities and health care facilities owned, operated and managed by westminster retirement communities, inc. And presbyterian retirement communities, inc. All endowment funds, benevolent assistance for residents, investments, and certain related liabilities are maintained by the foundation. All members of westminster retirement communities, inc.'s board of directors are also the members of the foundation's board of directors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$92,015,335$92,824,484▲ $809,149
Cash and Non-Interest-Bearing Accounts$1,503,546$1,323,589▼ $179,957
Other Notes and Loans Receivable, Net$1,079,201$24,787▼ $1,054,414
Total Assets$114,629,454$114,595,095▼ $34,359
Other Assets Total$20,031,372$20,422,235▲ $390,863
Liabilities
Other Liabilities$3,592,969$3,902,529▲ $309,560
Total Liabilities$3,592,969$3,902,529▲ $309,560
Net Assets / Fund Balance
Net Assets With Donor Restrictions$65,329,971$67,621,601▲ $2,291,630
Net Assets Without Donor Restrictions$45,706,514$43,070,965▼ $2,635,549
Total Net Assets Fund Balance$111,036,485$110,692,566▼ $343,919
Total Liabilities and Net Assets / Fund Balance$114,629,454$114,595,095▼ $34,359

Asset Categories

AssetBook Value