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Nonprofiteer
← WESTMINSTER VILLAGE NORTH INC

Form 990 for tax year 2024

Filed by WESTMINSTER VILLAGE NORTH INC.

Totals

Total revenue
$8,054,513
Total expenses
$8,269,303
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$7,945,631
Investment income
$88,362
Other revenue
$20,520
Total assets, end of year
$71,802,057
Total liabilities, end of year
$59,289,014
Net assets or fund balances, end of year
$12,513,043
Program services expenses (Part IX)
$7,513,740
Management and general expenses
$755,563
Fundraising expenses
$0
Program service expenses (Part III)
$7,513,740

Program services were 90.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: MANAGEMENT SERVICE FEES

    total $5,148,380 · related or exempt $5,148,380

  • 2b · Program service revenue: RESIDENTIAL SERVICE REVENUE

    total $2,312,547 · related or exempt $2,312,547

  • 2c · Program service revenue: ENTRANCE FEE AMORTIZATION

    total $471,106 · related or exempt $471,106

  • 2d · Program service revenue: LIFE OCCUPANCY FEES

    total $13,598 · related or exempt $13,598

  • 3 · Investment income

    total $263,275 · excluded $263,275

  • 5 · Royalties

    total $18,000 · excluded $18,000

  • 6a · Gross rents

    real property $761,190

  • 6b · Less rental expenses

    real property $761,190

  • 6c · Rental income or loss

    real property $0

  • 7b · Less cost or other basis and sales expenses

    securities $174,913

  • 7c · Gain or loss

    securities -$174,913

  • 7d · Net gain or loss

    total -$174,913 · excluded -$174,913

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $2,520 · excluded $2,520

  • 11e · Other revenue, total

    $2,520

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $2,978,366 · program services $2,793,019 · management and general $185,347

  • 8 · Pension plan contributions

    total $142,271 · management and general $142,271

  • 9 · Other employee benefits

    total $245,912 · program services $200,692 · management and general $45,220

  • 10 · Payroll taxes

    total $231,803 · program services $209,519 · management and general $22,284

  • 11b · Fees: legal

    total $11,943 · program services $11,943

  • 11g · Fees: other

    total $2,251,843 · program services $2,224,888 · management and general $26,955

  • 12 · Advertising and promotion

    total $118,928 · program services $118,363 · management and general $565

  • 13 · Office expenses

    total $29,586 · program services $22,743 · management and general $6,843

  • 14 · Information technology

    total $95,459 · program services $8,633 · management and general $86,826

  • 16 · Occupancy

    total $301,520 · program services $283,945 · management and general $17,575

  • 17 · Travel

    total $4,291 · program services $4,291

  • 19 · Conferences, conventions and meetings

    total $4,711 · program services $4,132 · management and general $579

  • 20 · Interest

    total $363,869 · program services $363,869

  • 22 · Depreciation, depletion and amortization

    total $474,794 · program services $474,794

  • 23 · Insurance

    total $180,567 · management and general $180,567

  • 24a · Other expenses: MEDICAL AND FOOD SUPPLI

    total $461,720 · program services $430,609 · management and general $31,111

  • 24b · Other expenses: RESIDENT EXPENSES

    total $147,006 · program services $147,006 · management and general $0

  • 24c · Other expenses: BAD DEBTS

    total $112,914 · program services $112,914 · management and general $0

  • 24d · Other expenses: MISC EXPENSE

    total $84,658 · program services $84,658 · management and general $0

  • 24e · All other expenses

    total $27,142 · program services $17,722 · management and general $9,420

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $975,792 · end of year $1,996,454

  • 2 · Savings and temporary cash investments

    beginning of year $10,430,534 · end of year $9,481,585

  • 4 · Accounts receivable

    beginning of year $0 · end of year $2,453,640

  • 8 · Inventories for sale or use

    beginning of year $94,676 · end of year $33,911

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $467,808

  • 10a · Land, buildings and equipment: cost or other basis

    $55,307,835

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,551,037

  • 10c · Land, buildings and equipment, net

    beginning of year $53,594,469 · end of year $53,756,798

  • 15 · Other assets

    beginning of year $4,617,737 · end of year $3,611,861

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,187,828 · end of year $3,947,782

  • 19 · Deferred revenue

    beginning of year $11,768,090 · end of year $12,428,066

  • 20 · Tax-exempt bond liabilities

    beginning of year $42,235,080 · end of year $41,917,488

  • 23 · Secured mortgages and notes payable

    beginning of year $407,877 · end of year $448,357

  • 25 · Other liabilities

    beginning of year $111,440 · end of year $547,321

  • 27 · Net assets without donor restrictions

    beginning of year $9,466,571 · end of year $9,619,978

  • 28 · Net assets with donor restrictions

    beginning of year $2,536,322 · end of year $2,893,065

Mission and programs · 2024

Mission

WESTMINSTER VILLAGE NORTH, A NONPROFIT CONTINUING CARE COMMUNITY, IS COMMITTED TO EXCELLENCE IN RESIDENTIAL AND HEALTH CARE SERVICES FOR SENIOR ADULTS IN A SECURE HOME ENVIRONMENT THAT ENHANCES THEIR MENTAL, PHYSICAL AND SPIRITUAL WELL-BEING.

Activities or mission (Part I)

RETIREMENT LIVING WITH SUPPORTIVE SERVICES, ASSISTED LIVING, AND SKILLED NURSING CARE.

  • TO PROVIDE HOUSING, HEALTHCARE, AND FINANCIAL SECURITY PURSUANT TO REV. RUL. 72-124 SATISFYING THE THREE SPECIAL NEEDS OF THE ELDERLY. HOUSING: THE VILLAGE PROVIDES RESIDENTIAL FACILITIES THAT ARE SPECIFICALLY DESIGNED TO MEET THE NEEDS OF SENIOR ADULTS; CONSTRUCTED WITH FIRE-RESISTANT MATERIAL; BATHROOMS EQUIPPED WITH GRAB-BARS; EQUIPPED WITH RAMPS AND ELEVATORS FOR WHEELCHAIR USE; CARPETED CORRIDORS AND HANDRAILS; MAINTENANCE-FREE LIVING; ON-SITE COMMERCIAL SERVICES (STORE & BEAUTY SALON); CHAPEL; EMERGENCY CALL SYSTEM.FINANCIAL SECURITY: WESTMINSTER VILLAGE PROVIDES CONTINUING CARE TO THE VILLAGE RESIDENTS REGARDLESS OF THEIR ABILITY TO PAY. ALTHOUGH REIMBURSEMENT FOR SERVICES RENDERED IS CRITICAL TO THE OPERATION AND STABILITY OF THE FACILITY, NOT ALL RESIDENTS POSSESS THE NECESSARY FINANCIAL RESOURCES TO MAINTAIN THEIR LIVING EXPENSES. DURING THE CURRENT FISCAL YEAR CHARITY CARE WAS PROVIDED WITH SOME MEDICAID CO-INSURANCE LOSSES AND $81,580 RELATED TO DIRECT CHARITY CARE WRITE OFFS. THE VILLAGE PROVIDES CHARITY CARE TO THOSE RESIDENTS WHO HAVE EXHAUSTED THEIR RESOURCES.HEALTHCARE: THE VILLAGE PROVIDES FOR THE PHYSICAL AND MENTAL WELL-BEING OF OUR RESIDENTS; HEALTH CENTER ON PREMISES; SKILLED & INTERMEDIATE NURSING CARE WITH 24-HOUR PROFESSIONAL STAFFING; SCHEDULED PHYSICIAN OUTPATIENT SERVICES; SCHEDULED SPEECH, OCCUPATIONAL, AND PHYSICAL THERAPY; PRESCRIPTION SERVICES; EXERCISE CLASSES AND A WIDE RANGE OF SOCIAL AND RECREATIONAL ACTIVITIES.

    Expenses $7,513,740 · Revenue $7,945,631

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • John S Dattilo

    DIRECTOR/CEO

    Total calculated
    $551,518
    From this org
    $0
    From related orgs
    $517,017
    Other
    $34,501
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $456,969 related
    Bonus
    $0 + $60,000 related
    Other
    $0 + $48 related
    Deferred
    $0 + $25,836 related
    Nontaxable benefits
    $0 + $34,453 related
    Filer's total
    $0 + $577,306 related

  • Roger E Weideman II

    DIRECTOR/CFO

    Total calculated
    $426,638
    From this org
    $0
    From related orgs
    $392,137
    Other
    $34,501
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,089 related
    Bonus
    $0 + $40,000 related
    Other
    $0 + $48 related
    Deferred
    $0 + $19,539 related
    Nontaxable benefits
    $0 + $34,453 related
    Filer's total
    $0 + $446,129 related

  • Jane A Richardson

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    6 + 12 related

  • Jeffrey A Terp

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    4 + 12 related

  • Wendy L Meredith

    SECRETARY

    Total calculated
    $0
    Hours/week
    4 + 16 related

  • Doug B Dalton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • John Bloomstrom

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 12 related

  • Beth Koselke

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Jeffrey Caldwell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 12 related

  • Dexter H Cooley - Part Year

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0 + 11 related

  • Brian Ellis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 12 related

  • L Dean Jones

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 12 related

  • Beth Kelly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 12 related

  • Roger D Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 16 related

  • Fred Robbins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 13 related

  • Jane A Seigel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 12 related

  • Shelly Rauch

    CEO/EXECUTIVE DIRECTOR

    Total calculated
    $344,492
    From this org
    $330,217
    From related orgs
    $0
    Other
    $14,275
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $323,001
    Bonus
    $0
    Other
    $7,216
    Deferred
    $3,500
    Nontaxable benefits
    $10,775
    Filer's total
    $344,492

  • Charles Gaskins

    CFO

    Total calculated
    $206,067
    From this org
    $189,640
    From related orgs
    $0
    Other
    $16,427
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,824
    Bonus
    $558
    Other
    $258
    Deferred
    $5,994
    Nontaxable benefits
    $10,433
    Filer's total
    $206,067

  • Jacqueline Davidson

    DIRECTOR OF NURSING

    Total calculated
    $149,076
    From this org
    $142,934
    From related orgs
    $0
    Other
    $6,142
    Hours/week
    40

  • Tanika Williams

    NURSE MANAGER

    Total calculated
    $143,285
    From this org
    $138,964
    From related orgs
    $0
    Other
    $4,321
    Hours/week
    40

  • April Webb

    NURSE MANAGER

    Total calculated
    $118,074
    From this org
    $116,098
    From related orgs
    $0
    Other
    $1,976
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • SLDEVELOPMENT INC

    C · GOLF COURSE · IN · controlled entity

  • BHI HOME CARE INC

    C · HOME CARE · IN · controlled entity

Provenance

Return type
form_990
Tax year
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202523179349306907

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