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Nonprofiteer
← WESTMINSTER SERVICES INC

Form 990 for tax year 2024

Filed by WESTMINSTER SERVICES INC.

Totals

Total revenue
$21,575,540
Total expenses
$20,980,718
Contributions and grants received
$405,191
Grants paid
$0
Program service revenue
$21,020,419
Investment income
$0
Other revenue
$149,930
Total assets, end of year
$16,015,107
Total liabilities, end of year
$16,362,179
Net assets or fund balances, end of year
-$347,072
Program services expenses (Part IX)
$16,853,589
Management and general expenses
$2,237,792
Fundraising expenses
$1,889,337
Program service expenses (Part III)
$16,853,589

Program services were 80.3% 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.

  • 1f · All other contributions, gifts and grants

    $405,191

  • 2a · Program service revenue: MANAGEMENT FEES

    total $20,253,071 · related or exempt $20,253,071

  • 2b · Program service revenue: OTHER INCOME

    total $767,348 · related or exempt $767,348

  • 11a · Other revenue: INTEREST INCOME FROM KEY EMPL

    total $149,930 · excluded $149,930

  • 11e · Other revenue, total

    $149,930

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,907,443 · program services $2,312,942 · management and general $329,356 · fundraising $265,145

  • 7 · Other salaries and wages

    total $12,231,426 · program services $9,730,396 · management and general $1,385,580 · fundraising $1,115,450

  • 8 · Pension plan contributions

    total $298,480 · program services $221,239 · management and general $32,523 · fundraising $44,718

  • 9 · Other employee benefits

    total $881,408 · program services $674,902 · management and general $97,756 · fundraising $108,750

  • 10 · Payroll taxes

    total $932,511 · program services $731,794 · management and general $104,836 · fundraising $95,881

  • 11b · Fees: legal

    total $83,758 · program services $73,707 · management and general $10,051

  • 11c · Fees: accounting

    total $182,833 · program services $154,347 · management and general $21,419 · fundraising $7,067

  • 12 · Advertising and promotion

    total $149,531 · program services $125,805 · fundraising $23,726

  • 13 · Office expenses

    total $64,786 · program services $53,361 · management and general $7,484 · fundraising $3,941

  • 16 · Occupancy

    total $237,279 · program services $208,806 · management and general $28,473

  • 17 · Travel

    total $376,215 · program services $370,522 · fundraising $5,693

  • 19 · Conferences, conventions and meetings

    total $229,293 · program services $191,913 · management and general $26,730 · fundraising $10,650

  • 20 · Interest

    total $13,325 · program services $13,325

  • 24a · Other expenses: DATA PROCESSING

    total $996,520 · program services $858,168 · management and general $118,089 · fundraising $20,263

  • 24b · Other expenses: PERSONNEL & RECRUITMENT

    total $394,019 · program services $344,060 · management and general $47,069 · fundraising $2,890

  • 24c · Other expenses: CONSULTANTS

    total $308,059 · program services $297,954 · fundraising $10,105

  • 24d · Other expenses: SUPPLIES

    total $166,393 · program services $140,964 · management and general $19,533 · fundraising $5,896

  • 24e · All other expenses

    total $527,439 · program services $349,384 · management and general $8,893 · fundraising $169,162

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,038,930 · end of year $297,896

  • 4 · Accounts receivable

    beginning of year $154,658 · end of year $395,244

  • 5 · Loans and receivables from officers and key people

    beginning of year $7,146,349 · end of year $7,296,279

  • 8 · Inventories for sale or use

    beginning of year $28,175 · end of year $273,391

  • 9 · Prepaid expenses and deferred charges

    beginning of year $379,641 · end of year $446,563

  • 15 · Other assets

    beginning of year $2,723,795 · end of year $7,305,734

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,997,160 · end of year $3,045,992

  • 25 · Other liabilities

    beginning of year $9,416,282 · end of year $13,316,187

  • 27 · Net assets without donor restrictions

    beginning of year -$941,894 · end of year -$347,072

Mission and programs · 2024

Mission

THE ENTITY IS ORGANIZED FOR EXEMPT CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING THE PROVISION OF GENERAL OPERATIONAL SERVICES TO THE ENTITIES OF THE WESTMINSTER RETIREMENT COMMUNITIES, INC. (WRC) AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. (PRC). ALL OF THE ENTITIES OF WRC AND PRC ARE EXEMPT UNDER IRC SECTION 501(C)(3). THE ORGANIZATION PROVIDES CERTAIN FINANCIAL AND OPERATIONAL MANAGEMENT SERVICES TO THE ENTITIES OF WRC AND PRC.

  • THE ORGANIZATION PROVIDES MANAGEMENT SERVICES TO THE NONPROFIT ORGANIZATIONS WESTMINSTER RETIREMENT COMMUNITIES, INC. AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. THE ORGANIZATION MANAGED OVER TWO DOZEN COMMUNITIES SERVING OVER 5,000 RESIDENTS ON BEHALF OF WESTMINSTER RETIREMENT COMMUNITIES, INC. AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC.

    Expenses $16,853,589 · Revenue $21,020,419

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

Listed in Part VII

  • DONALD DODDRIDGE

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.25

  • JOHN HILLENMEYER

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.25

  • TERENCE ROGERS

    CEO/PRESIDEN

    Total calculated
    $1,209,980
    From this org
    $1,176,383
    From related orgs
    $0
    Other
    $33,597
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $414,691
    Bonus
    $74,997
    Other
    $686,695
    Deferred
    $25,039
    Nontaxable benefits
    $8,558
    Filer's total
    $1,209,980

  • HENRY T KEITH

    CEO/PRESIDEN

    Total calculated
    $714,829
    From this org
    $682,696
    From related orgs
    $0
    Other
    $32,133
    Hours/week
    40

  • HENRY T KEITH

    CFO/TREASUR/

    Total calculated
    $0
    Hours/week
    40

  • JENNIFER MARTENS

    CFO/TREASUR/

    Total calculated
    $301,500
    From this org
    $275,285
    From related orgs
    $0
    Other
    $26,215
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,332
    Bonus
    $32,058
    Other
    $24,895
    Deferred
    $13,709
    Nontaxable benefits
    $12,506
    Filer's total
    $301,500

  • GARRY D HENNIS

    COO/EXECUTIV

    Total calculated
    $681,135
    From this org
    $648,336
    From related orgs
    $0
    Other
    $32,799
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $505,354
    Bonus
    $112,026
    Other
    $30,956
    Deferred
    $21,887
    Nontaxable benefits
    $10,912
    Filer's total
    $681,135

  • MEGAN FAUBEL

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.25

  • STEPHEN DYE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • GREG BUSTLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • WILLIAM BELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • JEFFREY MOCK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • LINDA SHELLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • JOHN MARK RAMSEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • JOHN DEBEVOISE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • DAVID CARLEN MADDUX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • CLIFFORD WILLIAM HULL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • KRISTIN KUTAC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • MARY ELLEN EARLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • LAURIE MCKAY

    CONTROLLER

    Total calculated
    $234,469
    From this org
    $220,377
    From related orgs
    $0
    Other
    $14,092
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,464
    Bonus
    $27,595
    Other
    $13,318
    Deferred
    $4,560
    Nontaxable benefits
    $9,532
    Filer's total
    $234,469

  • MARY M KLEIN

    CHRO

    Total calculated
    $509,211
    From this org
    $481,223
    From related orgs
    $0
    Other
    $27,988
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $337,527
    Bonus
    $107,846
    Other
    $35,850
    Deferred
    $18,126
    Nontaxable benefits
    $9,862
    Filer's total
    $509,211

  • RAYMOND J POLASKI

    SENIOR VP OP

    Total calculated
    $465,661
    From this org
    $438,783
    From related orgs
    $0
    Other
    $26,878
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $318,872
    Bonus
    $64,523
    Other
    $55,388
    Deferred
    $15,966
    Nontaxable benefits
    $10,912
    Filer's total
    $465,661

  • CHRISTOPHER CALLAHAN

    REGIONAL VP

    Total calculated
    $402,979
    From this org
    $383,099
    From related orgs
    $0
    Other
    $19,880
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $271,671
    Bonus
    $58,844
    Other
    $52,584
    Deferred
    $5,529
    Nontaxable benefits
    $14,351
    Filer's total
    $402,979

  • DOMINICK DESARRO

    VP PHARMACY

    Total calculated
    $405,027
    From this org
    $377,080
    From related orgs
    $0
    Other
    $27,947
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,071
    Bonus
    $72,146
    Other
    $49,863
    Deferred
    $18,483
    Nontaxable benefits
    $9,464
    Filer's total
    $405,027

  • CHERYL CROOKS

    VP OF SALES

    Total calculated
    $386,511
    From this org
    $375,897
    From related orgs
    $0
    Other
    $10,614
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $290,599
    Bonus
    $52,688
    Other
    $32,610
    Deferred
    not reported
    Nontaxable benefits
    $10,614
    Filer's total
    $386,511

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

Itemized on Schedule J with no Part VII listing of the same name on this return:

  • HENRY T KEITH

    CEO/PRESIDENT

    Schedule J breakdown

    Base
    $515,926
    Bonus
    $126,586
    Other
    $40,184
    Deferred
    $21,221
    Nontaxable benefits
    $10,912
    Filer's total
    $714,829

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 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.

Provenance

Return type
form_990
Tax year
2024
Filed
14 February 2026
IRS schema version
2024v5.0
Source object
202620479349300952

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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