Civic Intelligence

Westminster Retirement Communities Foundation Inc.

990 • Fiscal year 2017 • EIN 23-7414048

Apr 01, 2016 to Mar 31, 2017 • Filed on Feb 13, 2018

Organization ProfileN/A
80 W Lucerne CircleOrlando, FL 32801

(407) 839-5050

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.03x

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

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.74x

Higher debt load relative to revenue than 66% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

70th percentile

$510,948

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

57th percentile

7.6%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-68%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$80,251,004

Up $5,682,064 (+7.6%) from 2016

Net Assets

Up

$77,589,841

Up $5,667,694 (+7.9%) from 2016

Liabilities

Up

$2,661,163

Up $14,370 (+0.5%) from 2016

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin83rd percentile

Revenue

Down

$3,582,377

Down $7,777,392 (-68%) from 2016

Expenses

Up

$2,579,564

Up $281,307 (+12%) from 2016

Net Income

Down

$1,002,813

Down $8,058,699 (-89%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$80,251,004
Liabilities$2,661,163
Net Assets$77,589,841
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$3,582,377
Expenses$2,579,564
Net Income$1,002,813
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Feb 13, 2018
Return Version
2016v3.1
Gross Receipts
$34,046,833
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$61,421,562$70,284,559▲ $8,862,997
Pledges and Grants Receivable$7,091,341$6,680,317▼ $411,024
Other Notes and Loans Receivable, Net$314,755$347,874▲ $33,119
Cash and Non-Interest-Bearing Accounts$467,989$253,359▼ $214,630
Total Assets$74,568,940$80,251,004▲ $5,682,064
Other Assets Total$5,273,293$2,684,895▼ $2,588,398
Liabilities
Other Liabilities$2,646,793$2,661,163▲ $14,370
Total Liabilities$2,646,793$2,661,163▲ $14,370
Net Assets / Fund Balance
Unrestricted Net Assets$29,147,930$32,643,302▲ $3,495,372
Permanently Rstr Net Assets$28,526,693$28,895,934▲ $369,241
Temporarily Rstr Net Assets$14,247,524$16,050,605▲ $1,803,081
Total Net Assets Fund Balance$71,922,147$77,589,841▲ $5,667,694
Total Liabilities and Net Assets / Fund Balance$74,568,940$80,251,004▲ $5,682,064

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$28,526,693$369,241--$28,895,934
2015$26,915,684$1,611,009--$28,526,693
2014$24,259,554$2,656,130--$26,915,684
2013$23,594,295$665,259--$24,259,554
2012$22,770,766$823,529--$23,594,295
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleOtherTotal
Roger StevensExec VP/assi$510,948$510,948
Henry T KeithSenior VP/tr$395,702$395,702

Board Members and Trustees

NameTitle
Marjorie PhillipsChairman / P
Bruce MayDirector
Donald DoddridgeDirector
Edward AmleyDirector
Greg BustleDirector
Howard MorganDirector
James BognerDirector
Jeffrey MockDirector
Joann NolinDirector
John HillenmeyerDirector
Marshall GunnDirector
Robert StewartDirector
Stewart HallDirector
Thomas ShaferDirector
William BellDirector
Roger StevensExec VP/assist Secre
Stephen DyeSecretary/di
Henry T KeithSenior VP/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Westminster Services INCManagement Serv80 W LUCERNE CIRCLE, Orlando, FL 32801$360,000
Revenue and Support

Revenue Composition

Contributions and Grants
$1,226,296
Program Service Revenue
$0
Investment Income
$2,356,081
Other Revenue
$0
All Other Contributions
$1,226,296
Change in Net Assets
$1,002,813

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$43,000Opinion of Expert
Clothing and Household Goods-$18,033Comparable Sales / Cost
Other Non Cash Contri Table1$3,000Comparable Sales / Cost
Works of Art4$325Comparable Sales / Cost
Total Noncash Contributions6$64,358-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,819,403
Revenue Not Reported on Financial Statements
$762,974
Revenue Not Reported on Form 990
$5,427,855
Total Revenue per Audited Statements
$8,247,258
Total Revenue per Form 990
$3,582,377
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,218,380
Other Expenses$361,184
Total Fundraising Expense$252,832
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,218,380--$2,218,380
Fees for Services Management-$108,352$252,832$361,184
Total Functional Expenses$2,218,380$108,352$252,832$2,579,564

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,579,564
Total Expenses per Audited Statements$2,579,564
Total Expenses per Form 990$2,579,564
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Presbyterian Retirement CommunitiesOrlando, FL3Benevolent Assistanc$1,111,216
Westminster Shores IncSt Petersburg, FL3Benevolent Assistanc$285,654
Wesley Manor IncJacksonville, FL3Benevolent Assistanc$275,536
Westminster Services IncOrlando, FL3Benevolent Assistanc$250,081
Suncoast Manor Retirement CommunitySt Petersburg, FL3Benevolent Assistanc$145,710
Palm Shores Retirement CommunitySt Petersburg, FL3Benevolent Assistanc$50,432
Riverside Presbyterian House IncJacksonville, FL3Benevolent Assistanc$25,679
Suncoast Manor Foundation IncOrlando, FL3Benevolent Assistanc$8,454
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Liability$2,661,163
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“The board of directors delegated control of management duties to westminster services, inc. An affiliated not-for-profit.”

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.”

Filing and Contact Details

Filer

Filer Name
Westminster Retirement Communities
EIN
23-7414048
Phone
4078395050
Address
80 W LUCERNE CIRCLE, ORLANDO, FL 32801

Signing Officer

Name
Henry T Keith
Title
Senior VP/treasurer
Phone
4078395050
Signed
2018-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Henry T Keith
Formed
1974
Legal Domicile
Fl
Voting Board Members
16
Independent Board Members
16
Employees
0

Preparer

Firm
Hoskins Quiros Osborne Labeaume CPA LLC
Address
926 LAKE BALDWIN LN, ORLANDO, FL 32814
Preparer
Russell K Hoskins
Phone
4072773000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Form 990

“All of westminster retirement communities foundation, inc.'s fundraising activities are funded by westminster services, inc. (59-3614812). Westminster services, inc.'s fundraising costs are approximately 1,204,013. Westminster retirement communities foundation, inc. Paid westminster services, inc. Management fees of 360,000. 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 retirement communities foundation, 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”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The foundation's spending policy objective is to support current operations and provide benevolent assistance to those residents who are in financial need, while protecting the value against the expected impact of inflation and provide growth for future cash flows needs and other designated purposes.”

Schedule D, Page 3, Part X

“The foundation is organized as a not-for-profit corporation under the laws of the state of florida and has been granted recognition of its tax-exempt status under section 501(c)(3) of the internal revenue code; accordingly, no income tax liability or provision for income taxes is reflected in these financial statements. As of march 31, 2017, the foundation is no longer subject to income tax examinations, with certain exceptions, by u.s. Federal taxing authorities for any tax years prior to the last three tax years.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0WESTMINSTER 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.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S SPENDING POLICY OBJECTIVE IS TO SUPPORT CURRENT OPERATIONS AND PROVIDE BENEVOLENT ASSISTANCE TO THOSE RESIDENTS WHO ARE IN FINANCIAL NEED, WHILE PROTECTING THE VALUE AGAINST THE EXPECTED IMPACT OF INFLATION AND PROVIDE GROWTH FOR FUTURE CASH FLOWS NEEDS AND OTHER DESIGNATED PURPOSES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER THE LAWS OF THE STATE OF FLORIDA AND HAS BEEN GRANTED RECOGNITION OF ITS TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, NO INCOME TAX LIABILITY OR PROVISION FOR INCOME TAXES IS REFLECTED IN THESE FINANCIAL STATEMENTS. AS OF MARCH 31, 2017, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS, WITH CERTAIN EXCEPTIONS, BY U.S. FEDERAL TAXING AUTHORITIES FOR ANY TAX YEARS PRIOR TO THE LAST THREE TAX YEARS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,251,004
Liabilities
$2,661,163
Net assets
$77,589,841
Revenue
$3,582,377
Expenses
$2,579,564
Net income
$1,002,813
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