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Nonprofiteer
← WESTMINSTER VILLAGE NORTH INC

Form 990 for tax year 2022

Filed by WESTMINSTER VILLAGE NORTH INC.

Totals

Total revenue
$27,320,419
Total expenses
$28,309,624
Contributions and grants received
$123,467
Grants paid
$0
Program service revenue
$26,474,677
Investment income
$613,429
Other revenue
$108,846
Total assets, end of year
$63,079,083
Total liabilities, end of year
$56,979,654
Net assets or fund balances, end of year
$6,099,429
Program services expenses (Part IX)
$25,738,105
Management and general expenses
$2,571,519
Fundraising expenses
$0
Program service expenses (Part III)
$25,738,105

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.

  • 1d · Related organizations

    $102,909

  • 1f · All other contributions, gifts and grants

    $20,558

  • 2a · Program service revenue: MANAGEMENT SERVICES FE

    total $17,534,608 · related or exempt $17,534,608

  • 2b · Program service revenue: RESIDENTIAL SERVICES R

    total $4,071,180 · related or exempt $4,071,180

  • 2c · Program service revenue: LEASE REVENUE

    total $3,044,760 · related or exempt $3,044,760

  • 2d · Program service revenue: LIFE OCCUPANCY FEES

    total $1,824,129 · related or exempt $1,824,129

  • 3 · Investment income

    total $362,275 · excluded $362,275

  • 5 · Royalties

    total $72,000 · related or exempt $72,000

  • 6a · Gross rents

    real property $12,719

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $12,719

  • 6d · Net rental income or loss

    total $12,719 · excluded $12,719

  • 7a · Gross sales of assets other than inventory

    securities $2,011,267

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

    securities $1,760,113

  • 7c · Gain or loss

    securities $251,154

  • 7d · Net gain or loss

    total $251,154 · excluded $251,154

  • 11a · Other revenue: MISCELLANEOUS

    total $24,127 · related or exempt $18,165 · excluded $5,962

  • 11e · Other revenue, total

    $24,127

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $671,835 · program services $612,040 · management and general $59,795

  • 7 · Other salaries and wages

    total $11,277,567 · program services $10,289,221 · management and general $988,346

  • 8 · Pension plan contributions

    total $140,311 · program services $127,367 · management and general $12,944

  • 9 · Other employee benefits

    total $1,546,290 · program services $1,388,337 · management and general $157,953

  • 10 · Payroll taxes

    total $906,230 · program services $822,626 · management and general $83,604

  • 11b · Fees: legal

    total $126,097 · program services $119,914 · management and general $6,183

  • 11c · Fees: accounting

    total $50,037 · program services $47,584 · management and general $2,453

  • 11g · Fees: other

    total $4,265,145 · program services $4,056,020 · management and general $209,125

  • 12 · Advertising and promotion

    total $228,838 · program services $16,880 · management and general $211,958

  • 13 · Office expenses

    total $222,243 · program services $191,545 · management and general $30,698

  • 14 · Information technology

    total $253,660 · program services $241,223 · management and general $12,437

  • 16 · Occupancy

    total $1,415,216 · program services $1,282,107 · management and general $133,109

  • 17 · Travel

    total $1,337 · program services $1,271 · management and general $66

  • 19 · Conferences, conventions and meetings

    total $9,347 · program services $8,889 · management and general $458

  • 20 · Interest

    total $1,517,639 · program services $1,487,286 · management and general $30,353

  • 22 · Depreciation, depletion and amortization

    total $2,803,808 · program services $2,540,093 · management and general $263,715

  • 23 · Insurance

    total $669,081 · program services $606,150 · management and general $62,931

  • 24a · Other expenses: MEDICAL SUPPLIES AND FO

    total $2,004,527 · program services $1,727,647 · management and general $276,880

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $48,952 · program services $46,552 · management and general $2,400

  • 24e · All other expenses

    total $151,464 · program services $125,353 · management and general $26,111

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,191,885 · end of year $1,513,851

  • 2 · Savings and temporary cash investments

    beginning of year $9,145,410 · end of year $11,475,296

  • 8 · Inventories for sale or use

    beginning of year $98,261 · end of year $94,676

  • 9 · Prepaid expenses and deferred charges

    beginning of year $169,529 · end of year $23,131

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

    $86,978,704

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

    $37,684,406

  • 10c · Land, buildings and equipment, net

    beginning of year $51,478,453 · end of year $49,294,298

  • 15 · Other assets

    beginning of year $2,105,172 · end of year $677,831

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,004,796 · end of year $1,631,142

  • 19 · Deferred revenue

    beginning of year $11,818,970 · end of year $12,116,433

  • 20 · Tax-exempt bond liabilities

    beginning of year $44,249,543 · end of year $43,057,383

  • 25 · Other liabilities

    beginning of year $177,589 · end of year $174,696

  • 27 · Net assets without donor restrictions

    beginning of year $6,937,812 · end of year $6,099,429

Mission and programs · 2022

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.

    Expenses $25,738,105 · Revenue $26,564,842

  • 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 $363,709 OF CHARITY CARE WAS PROVIDED WITH $12,423 RELATED TO MEDICAID CO-INSURANCE LOSSES AND $351,286 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.

  • SOCIAL ACCOUNTABILITY:IN ADDITION, AS A NOT-FOR-PROFIT OTHER PROGRAMS AND SERVICES FOR THE BENEFIT OF THE COMMUNITY ARE PROVIDED, SUCH AS MEALS ON WHEELS DAILY DELIVERIES, HEALTH PROMOTIONS AND EDUCATION SEMINARS, INTERNSHIPS AND SITE VISITS FOR HEALTH CARE STUDENTS, AND OTHER VOLUNTEER ACTIVITIES. WE ALSO ENCOURAGE OUR ASSOCIATES TO TAKE AN ACTIVE PART IN THE COMMUNITY WE SERVE.WESTMINSTER VILLAGE NORTH, INC. OPENS ITS DOORS TO BOTH THE RESIDENTS AND THE COMMUNITY WE SERVE BY PROVIDING PERSONNEL, SPEAKERS, SPACE, SUPPORT, AND TRANSPORTATION TO/FOR THE FOLLOWING ORGANIZATIONS AND EVENTS.ABOUNDING GRACE KINDERGARDENALZHEIMER'S ASSOCIATION DONATIONSALZHEIMER'S ASSOCIATION PUBLICATIONS SUPPORTAMY BEVERLAND BROWNIE TROOPCARF/CCAC SURVEYOR (EXECUTIVE ASSISTANT)CATHEDRAL HIGH SCHOOL STUDENT VOLUNTEER PROGRAMCHRIST PRESBYTERIAN CHURCH - VESPERS LEADERSHIPCITY OF LAWRENCE FIRE DEPARTMENT TRAININGCIVIC THEATRE RESIDENT ATTENDANCECIVIL AIR PATROL MEETING SPACECOMMUNITY HEALTH NETWORKS TOUCHPOINT PROGRAMCOMMUNITY LIFE LINE CHRISTIAN CHURCH (ON-SITE)DEVOURDOWNTOWN.ORGEL BEULAHFAITH PRESBYTERIAN CHURCH, HARTMAN SMALL GROUP VESPERSFOOD DRIVE FOR OUTLOOK CHRISTIAN CHURCHGOOD SAMARITAN ALLIANCE WHEELCHAIR AND WALKER DONATIONSGOODWILLHANCOCK REGIONAL HOSPITAL SENIOR GROUPHARVEST CHURCH, MCCORDSVILLEHEALTH FACILITY ADMINISTRATOR BOARDJUNIOR LEAGUE HOLIDAY BAZAARHOLY CROSS LUTHERAN CHURCH - VESPERS LEADERSHIPIAHSA BOARD OF DIRECTORSIAHSA COMMITTEES INDIANA REPROTORY THEATREINDIANA ATTORNEY GENERAL LIAISONINDIANA HISTORICAL SOCIETYINDIANA STATE MUSEUMINDIANA STATE PARKSINDIANAPOLIS ART CENTERINDIANAPOLIS MUSEUM OF ART RESIDENT ATTENDANCEINDIANAPOLIS SYMPHONY ORCHESTRA RESIDENT ATTENDANCEINDY FIRE RESCUE HOUSEIRVINGTON PRESBYTERIAN CHURCH PRESENTATIONSIVY TECHIUPUI RD PROGRAMJULIAN CENTER SUPPORTKENSINGTON HOMEOWNERS ASSOCIATION MEETING SPACEKIWANIS PRESENTATION - CARMELKIWANIS PRESENTATION - CASTLETONLAWRENCE CENTRAL PERFORMING ARTS PROGRAMSLAWRENCE CHAMBER OF COMMERCE LAWRENCE FAMILY CHARITYLAWRENCE FRATERNAL ORDER OF POLICE MEETINGSLAWRENCE UNITED METHODIST CHURCHLAWRENCE POLICE MERIT COMMISSION MEETINGSLILLY CHOIRLIVING STREAMS CHURCH CHOIRLOCAL CANDIDATE Q&AMEALS ON WHEELSMUD CREEK PLAYERS PRESENTATIONOASIS OUTLOOK CHRISTIAN CHURCH - SMALL GROUP VESPERSOUTREACH TO AREA HIGH SCHOOLS FOR PART TIME EMPLOYMENT OPPORTUNITIESPEOPLE'S BURN FOUNDATIONPOLLING SITE - PRIMARY AND GENERAL ELECTIONSPRAISE & WORSHIP CHURCH LUNCHEON/MEETINGST. SIMON CHURCHSERVANTS OF CHRIST LUTHERAN CHURCH TRANSPORTATIONSUNNYSIDE GUILDTHE PLAYERSTHE WESTMINSTER FOUNDATION RESIDENT/STAFF ART SHOWTURKEY RUN STATE PARKWEEKLY RESIDENT TRANSPORTATION TO COMMUNITY HOSPITAL CAMPUS APPOINTMENTSWHEELER MISSIONWOLF PARK

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Linda Pendelton

    PRESIDENT

    Total calculated
    $0
    Hours/week
    6

  • Jon Miller

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Albert Jackson

    TREASURER

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Virginia Maher

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Marcus Bowling

    MEMBER

    Total calculated
    $0
    Hours/week
    4

  • Doug Dalton

    MEMBER

    Total calculated
    $0
    Hours/week
    4

  • Beth Koselke

    MEMBER

    Total calculated
    $0
    Hours/week
    4

  • Laurie Martin

    MEMBER

    Total calculated
    $0
    Hours/week
    4

  • Anthony Nicholas

    MEMBER

    Total calculated
    $0
    Hours/week
    4

  • Ben Spedding

    MEMBER

    Total calculated
    $0
    Hours/week
    4

  • Shelley Rauch

    CEO

    Total calculated
    $371,784
    From this org
    $301,301
    From related orgs
    $0
    Other
    $70,483
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $275,301
    Bonus
    $26,000
    Other
    $0
    Deferred
    $19,500
    Nontaxable benefits
    $50,983
    Filer's total
    $371,784

  • Charles Gaskins

    CFO

    Total calculated
    $218,339
    From this org
    $164,915
    From related orgs
    $0
    Other
    $53,424
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $144,915
    Bonus
    $20,000
    Other
    $0
    Deferred
    $13,413
    Nontaxable benefits
    $40,011
    Filer's total
    $218,339

  • Shannon Harris

    HC ADMINISTRATOR

    Total calculated
    $142,190
    From this org
    $128,337
    From related orgs
    $0
    Other
    $13,853
    Hours/week
    40

  • Jaqueline Davidson

    DIRECTOR OF NURSING

    Total calculated
    $167,383
    From this org
    $141,725
    From related orgs
    $0
    Other
    $25,658
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,725
    Bonus
    $8,000
    Other
    $0
    Deferred
    $12,905
    Nontaxable benefits
    $12,753
    Filer's total
    $167,383

  • Laura Roman

    MARKETING DIRECTOR

    Total calculated
    $123,086
    From this org
    $112,829
    From related orgs
    $0
    Other
    $10,257
    Hours/week
    40

  • Jami Blanton

    AL MANAGER

    Total calculated
    $144,531
    From this org
    $103,695
    From related orgs
    $0
    Other
    $40,836
    Hours/week
    40

  • Charles Darko

    NURSE MANAGER

    Total calculated
    $132,620
    From this org
    $108,467
    From related orgs
    $0
    Other
    $24,153
    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.

Provenance

Return type
form_990
Tax year
2022
Filed
29 May 2024
IRS schema version
2022v5.0
Source object
202431509349301008

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