Civic Intelligence

Westminster Ingleside Presbyterian Foundation

990 • Fiscal year 2016 • EIN 54-1949766

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 03, 2017

Organization Profilewww.givetowif.org
2275 Research Blvd Ste 450Rockville, MD 20850

(202) 596-3137

Siviq Scores

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

Liabilities / Assets

25th percentile

0.03x

Higher debt load relative to assets than 25% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.15x

Higher debt load relative to revenue than 46% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

86th percentile

31%

Higher net margin than 86% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

93rd percentile

$430,706

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 31.9% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

77th percentile

12%

Faster asset growth than 77% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-52%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$6,733,455

Up $726,797 (+12%) from 2015

Net Assets

Up

$6,526,328

Up $736,657 (+13%) from 2015

Liabilities

Down

$207,127

Down $9,860 (-4.5%) from 2015

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin86th percentile

Revenue

Down

$1,348,683

Down $1,461,983 (-52%) from 2015

Expenses

Up

$927,325

Up $190,873 (+26%) from 2015

Net Income

Down

$421,358

Down $1,652,856 (-80%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$40M$30M$20M$10M$0Assets 2010: $3,864,358Liabilities 2010: $460,446Net Assets 2010: $3,403,9122010Assets 2011: $4,064,927Liabilities 2011: $343,969Net Assets 2011: $3,720,9582011Assets 2012: $4,098,654Liabilities 2012: $428,883Net Assets 2012: $3,669,7712012Assets 2013: $4,130,918Liabilities 2013: $428,678Net Assets 2013: $3,702,2402013Assets 2014: $4,233,987Liabilities 2014: $271,620Net Assets 2014: $3,962,3672014Assets 2015: $6,006,658Liabilities 2015: $216,987Net Assets 2015: $5,789,6712015Assets 2016: $6,733,455Liabilities 2016: $207,127Net Assets 2016: $6,526,3282016Assets 2017: $7,988,209Liabilities 2017: $439,174Net Assets 2017: $7,549,0352017Assets 2018: $9,189,043Liabilities 2018: $879,917Net Assets 2018: $8,309,1262018Assets 2019: $15,346,738Liabilities 2019: $725,301Net Assets 2019: $14,621,4372019Assets 2020: $21,042,625Liabilities 2020: $2,500,836Net Assets 2020: $18,541,7892020Assets 2021: $26,410,729Liabilities 2021: $4,640,503Net Assets 2021: $21,770,2262021Assets 2022: $24,755,860Liabilities 2022: $5,831,265Net Assets 2022: $18,924,5952022Assets 2023: $29,483,574Liabilities 2023: $6,506,762Net Assets 2023: $22,976,8122023Assets 2024: $34,222,211Liabilities 2024: $7,880,914Net Assets 2024: $26,341,2972024

Highlighted filing

2016

Assets$6,733,455
Liabilities$207,127
Net Assets$6,526,328
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0Expenses 2010: $1,382,8072010Revenue 2011: $921,141Expenses 2011: $605,619Net Income 2011: $315,5222011Expenses 2012: $941,1722012Revenue 2013: $994,851Expenses 2013: $820,907Net Income 2013: $173,9442013Revenue 2014: $1,067,219Expenses 2014: $773,987Net Income 2014: $293,2322014Revenue 2015: $2,810,666Expenses 2015: $736,452Net Income 2015: $2,074,2142015Revenue 2016: $1,348,683Expenses 2016: $927,325Net Income 2016: $421,3582016Revenue 2017: $1,785,171Expenses 2017: $945,136Net Income 2017: $840,0352017Revenue 2018: $2,467,339Expenses 2018: $1,093,549Net Income 2018: $1,373,7902018Revenue 2019: $6,679,999Expenses 2019: $1,165,431Net Income 2019: $5,514,5682019Revenue 2020: $4,046,751Expenses 2020: $1,217,204Net Income 2020: $2,829,5472020Revenue 2021: $4,637,966Expenses 2021: $1,810,264Net Income 2021: $2,827,7022021Revenue 2022: $4,039,347Expenses 2022: $2,141,168Net Income 2022: $1,898,1792022Revenue 2023: $3,559,054Expenses 2023: $2,645,099Net Income 2023: $913,9552023Revenue 2024: $6,170,027Expenses 2024: $4,244,894Net Income 2024: $1,925,1332024

Highlighted filing

2016

Revenue$1,348,683
Expenses$927,325
Net Income$421,358
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 3, 2017
Return Version
2016v3.0
Gross Receipts
$6,160,826
Mission and Program Overview

Mission

The mission of Westminster ingleside presbyterian foundation is to support the charitable activities of the ingleside presbyterian retirement community, inc., the westminster presbyterian retirement community, inc., and the king farm presbyterian retirement community, inc. by raising charitable funds to help residents in need; enhancing the quality of life for all residents; and building an endowment for the future.

TO Support THE MISSION OF THE INGLESIDE, WESTMINSTER, AND KING FARM RETIREMENT COMMUNITIES.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,221,614$5,806,174▲ $584,560
Savings and Temporary Cash Investments$213,626$494,879▲ $281,253
Pledges and Grants Receivable$454,771$404,766▼ $50,005
Land, Buildings, and Equipment, Net$0$1,031▲ $1,031
Total Assets$6,006,658$6,733,455▲ $726,797
Other Assets Total$116,647$26,605▼ $90,042
Liabilities
Accounts Payable and Accrued Expenses$4,892$119,131▲ $114,239
Other Liabilities$212,095$87,996▼ $124,099
Total Liabilities$216,987$207,127▼ $9,860
Net Assets / Fund Balance
Temporarily Rstr Net Assets$5,143,713$6,055,649▲ $911,936
Permanently Rstr Net Assets$369,138$369,703▲ $565
Unrestricted Net Assets$276,820$100,976▼ $175,844
Total Net Assets Fund Balance$5,789,671$6,526,328▲ $736,657
Total Liabilities and Net Assets / Fund Balance$6,006,658$6,733,455▲ $726,797

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,031$232$1,263

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$369,138$13,400--$382,538
2015$118,438$250,700--$369,138
2014$121,726---$118,438
2013$121,726---$121,726
2012$352,792$-231,066--$121,726
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Kevin DiUbaldoConTROLLERPT$117,717$117,717

Board Members and Trustees

NameTitle
Hans WyssChairman
lynn o'connorpresident, CEO
Joseph Fleigvice chairman
JANE angusdirector
Jane CampbellDIRECTor
Rod ThorpeDirector
William KingDirector
joseph duffEydirector
susan deneckedirector
robert lancelottaexecutive director
Tim MyersCFO
Jim HaegerCONTROLLER (Departed July '16)
Tucker HarrisSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,288,647
Program Service Revenue
$0
Investment Income
$48,960
Other Revenue
$11,076
All Other Contributions
$920,075
Change in Net Assets
$421,358

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded6$83,063nyse
Total Noncash Contributions6$83,063-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,363,574
Revenue Not Reported on Financial Statements
$-14,891
Revenue Not Reported on Form 990
$301,088
Other Revenue Adjustments
$-14,891
Total Revenue per Audited Statements
$1,664,662
Total Revenue per Form 990
$1,348,683
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$397,141
Salaries, Compensation, and Employee Benefits$311,313
Total Fundraising Expense$311,313
Other Expenses$218,871
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$397,141--$397,141
Other Salaries and Wages--$281,734$281,734
Fees for Services Legal-$136,332-$136,332
Pension Plan Contributions--$19,805$19,805
Office Expenses-$18,065-$18,065
Fees for Service Investment Mgmnt Fees-$14,211-$14,211
Fees for Services Accounting-$12,017-$12,017
Other Employee Benefits--$9,774$9,774
Fees for Services Other-$1,872-$1,872
Other Expenses-$820-$820
Depreciation Depletion-$232-$232
Total Functional Expenses$397,141$218,871$311,313$927,325

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$928,005
Total Expenses per Form 990$927,325
Expenses per Audited Statements$913,114
Expenses Not Reported on Form 990$14,891
Expenses Not Reported on Financial Statements$14,211
Other Expense Adjustments$14,211
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ingleside Presbyterian Retirement Community IncWashington DC, DC501(c)(3)To support the charitable activities of the related organization.$211,182
King Farm Presbyterian Retirement Connmunity IncRockville, MD501(c)(3)To support the charitable activities of the related organization.$103,779
Westminster Presbyterian Retirement CommunityLake Ridge, VA501(c)(3)To support the charitable activities of the related organization.$82,180
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$25,967
Fundraising Direct Expenses$14,891
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Bazaar$25,967$25,967$891$25,076
Silver Tea$11,115-$2,000-
Total Events$37,082$25,967$14,891$11,076
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Gift Annuities Payable$72,547
Due to Affiliates$15,449
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 1

“the board delegates authority to the executive committee which is comprised of the Chair and two or more members of the board. The executive committee, to the extent consistent with law and any resolutions adopted by the board, may exercise the authority of the board between meetings of the board as delegated by the board as necessary to promote prompt, efficient action.”

Form 990, Part VI, Section A, line 6

“westminster ingleside king farm presbyterian retirement communities, inc. (45-3825159) is the sole member of the filing organization.”

Form 990, Part VI, Section A, line 7A

“the board of the parent, westminster ingleside king farm presbyterian retirement communities, inc. (45-3825159), holds the power to elect, appoint, and remove members of the organization's board of directors.”

Form 990, Part VI, Section A, line 7B

“Westminster Ingleside King Farm Presbyterian Retirement communities, inc., the parent organization, has the power to act on behalf of the organization as well as having the power to define the mission, policies, and retaining, evaluating, and setting compensation for the President/CEO. it also has the right to delegate any of its powers to the officers of the corporation.”

Form 990, Part VI, Section B, line 11B

“THE INITIAL REVIEW IS PERFORMED BY THE PRESIDENT, CHIEF FINANCIAL OFFICER, AND CONTROLLER. ONCE THE MANAGEMENT TEAM APPROVES THE DRAFT, All board members receive a copy OF THE RETURN FOR REVIEW. SUBSEQUENT TO BOARD REVIEW THE RETURN IS FILED with the IRS.”

Form 990, Part VI, Section B, line 12C

“THE WRITTEN CONFLICT OF INTEREST POLICY STATES THAT Directors, OFFICERS, AND ALL EMPLOYEES annually, OR AT ANY TIME THAT A SITUATION ARISES, declare conflicts of interesT. NOT ONLY ACTUAL CONFLICTS BUT TRANSACTIONS FROM WHICH A CONFLICT MAY APPEAR TO EXIST ARE TO BE DISCLOSED TO THE BOARD CHAIR OR the foundation director. the board chairman, director, and president/ceo of the organization monitor conflict disclosures. ANY DIRECTOR OR OFFICER FOR WHICH A CONFLICT MAY BE INVOLVED IS EXPECTED TO REMAIN REMOVED FROM ANY DISCUSSIONS OR DECISION-MAKING RELATED TO THE CONFLICT. BUSINESS AND FAMILY RELATIONSHIPS ARE SPECIFICALLY MENTIONED IN THE CONFLICT OF INTEREST STATEMENT AS PART OF THE DUE DILIGENCE THE ORGANIZATION FOLLOWS TO ENSURE CONFLICTS ARE HANDLED IN AN ETHICAL MANNER.”

Form 990, Part VI, Section B, line 15

“The board executive committee serving as the compensation committee follows compensation best practice processes to evaluate and compensate the President/CEO. The process includes the following: The board executive committee serves as the compensation committee and uses outside independent compensation consultant information in awarding compensation. The information provided by the outside independent compensation consultant utilizes formS 990 of other like organizations. The results of the compensation survey provided by the outside independent compensation consultant provide additional benchmarking information to establish the compensation package for the President/CEO. The board executive committee, operating as the compensation committee, approves the president/CEO's compensation, which then goes to the Board of Directors for approval. all discussions on compensation are documented in the minutes of the executive session. SIMILAR PROCEDURES ARE ESTABLISHED FOR OTHER KEY EMPLOYEES AS WELL.”

Form 990, Part VI, Section C, line 19

“Copies of the organizations' governing documents, financial statements, and conflict of interest policy are kept in the libraries at each community. They are also available upon request.”

Filing and Contact Details

Filer

Filer Name
Westminster Ingleside Presbyterian
EIN
54-1949766
Phone
2025963137
Address
2275 Research Blvd Ste 450, Rockville, MD 20850
Doing Business As
westminster ingleside foundation

Signing Officer

Name
Kevin Diubaldo
Title
Controller
Phone
2025963137
Signed
2017-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynn O'Connor
Formed
1999
Legal Domicile
Va
Voting Board Members
9
Independent Board Members
9
Employees
3
Volunteers
10

Preparer

Firm
Baker Tilly Virchow Krause Llp
Address
1650 market street suite 4500, philadelphia, PA 19103
Preparer
Julius Green CPA
Phone
2159720701
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Change in value of gift annuities 106,539.”

Financial Statement Notes

Part V, Line 4:

“THE INCOME GENERATED FROM THE irc ENDOWMENT FUNDs IS USED TOWARD THE RESIDENT SUPPORTING FUND FOR THE RESIDENTS OF THE INGLESIDE Presbyterian Retirement Community, Inc. THE FUNDS SUPPORT RESIDENTS WHO have exhausted their resources. The income generated from the WLR endowment funds IS used to award scholarships to employees of the Westminster Presbyterian Retirement Community, Inc.”

Part X, Line 2:

“The Foundation accounts for uncertainty in income taxes by prescribing a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. Management determined that there were no tax uncertainties that met the recognition threshold in 2016 and 2015.”

Part XI, Line 2D - Other Adjustments:

“Change in value of gift annuities 106,539. INVESTMENT FEES -14,211.”

Part XI, Line 4B - Other Adjustments:

“Fundraising Expenses -14,891.”

Part XII, Line 2D - Other Adjustments:

“Fundraising Expenses 14,891.”

Part XII, Line 4B - Other Adjustments:

“INVESTMENT FEES 14,211.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9400622
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10275071
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11141700
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12160431
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13112641
IRS990/Form990PartVIISectionAGrp/TitleTxt0director
IRS990/Form990PartVIISectionAGrp/TitleTxt1director
IRS990/Form990PartVIISectionAGrp/TitleTxt2director
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTor
IRS990/Form990PartVIISectionAGrp/TitleTxt4vice chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9president, ceo
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11executive director
IRS990/Form990PartVIISectionAGrp/TitleTxt12CONTROLLER (Departed July '16)
IRS990/Form990PartVIISectionAGrp/TitleTxt13ConTROLLER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt011115
IRS990/FundraisingDirectExpensesAmt014891
IRS990/FundraisingGrossIncomeAmt025967
IRS990/GainOrLossGrp/SecuritiesAmt0-57332
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0248530
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0397141
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0397141
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04739920
IRS990/GrossReceiptsAmt06160826
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0106292
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0106292
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05221614
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05806174
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0232
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01031
IRS990/LandBldgEquipCostOrOtherBssAmt01263
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04797252
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The mission of Westminster ingleside presbyterian foundation is to support the charitable activities of the ingleside presbyterian retirement community, inc., the westminster presbyterian retirement community, inc., and the king farm presbyterian retirement community, inc. by raising charitable funds to help residents in need; enhancing the quality of life for all residents; and building an endowment for the future.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05789671
IRS990/NetAssetsOrFundBalancesEOYAmt06526328
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-57332
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-57332
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt011076
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt011076
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0208760
IRS990/NoncashContributionsAmt083063
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt018065
IRS990/OfficeExpensesGrp/TotalAmt018065
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0116647
IRS990/OtherAssetsTotalGrp/EOYAmt026605
IRS990/OtherChangesInNetAssetsAmt0106539
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09774
IRS990/OtherEmployeeBenefitsGrp/TotalAmt09774
IRS990/OtherExpensesGrp/Desc0Rent
IRS990/OtherExpensesGrp/Desc1Education
IRS990/OtherExpensesGrp/Desc2License, Fees, Dues
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt022500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt112822
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2820
IRS990/OtherExpensesGrp/TotalAmt022500
IRS990/OtherExpensesGrp/TotalAmt112822
IRS990/OtherExpensesGrp/TotalAmt2820
IRS990/OtherLiabilitiesGrp/BOYAmt0212095
IRS990/OtherLiabilitiesGrp/EOYAmt087996
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0281734
IRS990/OtherSalariesAndWagesGrp/TotalAmt0281734
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PensionPlanContributionsGrp/FundraisingAmt019805
IRS990/PensionPlanContributionsGrp/TotalAmt019805
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0369138
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0369703
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0454771
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0404766
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Lynn O'Connor
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0quality of life support programTHE WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION SUPPORTS THE INGLESIDE PRESBYTERIAN RETIREMENT COMMUNITY, INC. (IRC), WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY, INC. (WLR), AND KING FARM PRESBYTERIAN RETIREMENT COMMUNITY, INC. (IKF) CONTINUING CARE RETIREMENT COMMUNITIES BY PROVIDING FUNDS TO ENSURE THE HIGHEST QUALITY OF CARE AND SOCIAL ENRICHMENT IN ALL THREE LEVELS OF RESIDENTIAL LIVING: INDEPENDENT, ASSISTED AND SKILLED NURSING. General operational support is provided to the communities as well as DESIGNATED GIFTS FOR CAPITAL IMPROVEMENTS FOR THE PURCHASE OF NEW EQUIPMENT AND THE RENOVATION OF FACILITIES. FUNDS TO ENHANCE THE QUALITY OF LIFE OF OUR RESIDENTS ARE PROVIDED TO SUPPORT THE WIDE VARIETY OF CULTURAL, SPIRITUAL, SOCIAL, AND EDUCATIONAL PROGRAMS THAT OCCUR THROUGHOUT THE THREE COMMUNITIES. IN 2016, WIF GRANTED $148,611 TO THE COMMUNITIES FOR operational AND QUALITY OF LIFE SUPPORT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0148611
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0148611
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02720334
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0333977
IRS990/PYInvestmentIncomeAmt090332
IRS990/PYOtherExpensesAmt0143607
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02074214
IRS990/PYSalariesCompEmpBnftPaidAmt0258868
IRS990/PYTotalExpensesAmt0736452
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02810666
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0421358
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0357457
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0213626
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0494879
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0the filing organization is a supporting organization to the three supported organizations listed on Part 1, line 11g. However, the parent of the group of entities, Westminster Ingleside King Farm Retirement Communities, Inc., selects the board of directors for the filing organization. Note that the parent is also a supporting organization and is not listed on part I. All related entities also share common executive management.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section B, QUestion 1:
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0530128590
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1521654803
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2202004162
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd210
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0211182
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt182180
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2103779
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Ingleside Presbyterian Retirement Community Inc
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Westminster Presbyterian Retirement Community
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2KING FARM PRESBYTERIAN RETIREMENT COMMUNITY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0397141
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0369138
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt013400
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0382538
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0118438
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0250700
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0369138
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt03288
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0121726
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0118438
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0121726
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0121726
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0352792
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0-231066
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0121726
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01031
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0232
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01263
IRS990ScheduleD/ExpensesNotReportedAmt014891
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt014211
IRS990ScheduleD/ExpensesSubtotalAmt0913114
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0208760
IRS990ScheduleD/OtherExpensesIncludedAmt014891
IRS990ScheduleD/OtherExpensesNotIncludedAmt014211
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt072547
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt115449
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Gift Annuities Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due to Affiliates
IRS990ScheduleD/OtherRevenueAmt092328
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-14891
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.96640
IRS990ScheduleD/RevenueNotReportedAmt0301088
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-14891
IRS990ScheduleD/RevenueSubtotalAmt01363574
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INCOME GENERATED FROM THE irc ENDOWMENT FUNDs IS USED TOWARD THE RESIDENT SUPPORTING FUND FOR THE RESIDENTS OF THE INGLESIDE Presbyterian Retirement Community, Inc. THE FUNDS SUPPORT RESIDENTS WHO have exhausted their resources. The income generated from the WLR endowment funds IS used to award scholarships to employees of the Westminster Presbyterian Retirement Community, Inc.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Foundation accounts for uncertainty in income taxes by prescribing a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. Management determined that there were no tax uncertainties that met the recognition threshold in 2016 and 2015.

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,733,455
Liabilities
$207,127
Net assets
$6,526,328
Revenue
$1,348,683
Expenses
$927,325
Net income
$421,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.2$7.88$26.3$6.17$4.24$1.93
2023Detailed filing. Detailed filing data is available for this year.$29.5$6.51$23.0$3.56$2.65$0.91
2022Detailed filing. Detailed filing data is available for this year.$24.8$5.83$18.9$4.04$2.14$1.90
2021Detailed filing. Detailed filing data is available for this year.$26.4$4.64$21.8$4.64$1.81$2.83
2020Detailed filing. Detailed filing data is available for this year.$21.0$2.50$18.5$4.05$1.22$2.83
2019Detailed filing. Detailed filing data is available for this year.$15.3$0.73$14.6$6.68$1.17$5.51
2018Detailed filing. Detailed filing data is available for this year.$9.19$0.88$8.31$2.47$1.09$1.37
2017Detailed filing. Detailed filing data is available for this year.$7.99$0.44$7.55$1.79$0.95$0.84
2016Detailed filing. Detailed filing data is available for this year.$6.73$0.21$6.53$1.35$0.93$0.42
2015Detailed filing. Detailed filing data is available for this year.$6.01$0.22$5.79$2.81$0.74$2.07
2014Detailed filing. Detailed filing data is available for this year.$4.23$0.27$3.96$1.07$0.77$0.29
2013Detailed filing. Detailed filing data is available for this year.$4.13$0.43$3.70$0.99$0.82$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.10$0.43$3.67$0.94
2011Summary only. Only limited summary data is available for this year.$4.06$0.34$3.72$0.92$0.61$0.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.86$0.46$3.40$1.38