Totals
- Total revenue
- $32,165,510
- Total expenses
- $32,664,639
- Contributions and grants received
- $18,107
- Grants paid
- $0
- Program service revenue
- $31,538,432
- Investment income
- $527,691
- Other revenue
- $81,280
- Total assets, end of year
- $69,713,208
- Total liabilities, end of year
- $57,710,315
- Net assets or fund balances, end of year
- $12,002,893
- Program services expenses (Part IX)
- $29,718,641
- Management and general expenses
- $2,945,998
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $29,718,641
Program services were 91.0% 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
$18,107
-
2a · Program service revenue: MANAGEMENT SERVICES FE
total $22,221,589 · related or exempt $22,221,589
-
2b · Program service revenue: RESIDENTIAL SERVICES R
total $4,150,898 · related or exempt $4,150,898
-
2c · Program service revenue: LEASE REVENUE
total $3,666,912 · related or exempt $3,666,912
-
2d · Program service revenue: LIFE OCCUPANCY FEES
total $1,499,033 · related or exempt $1,499,033
-
3 · Investment income
total $396,796 · excluded $396,796
-
5 · Royalties
total $48,000 · related or exempt $48,000
-
6a · Gross rents
real property $22,819
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $22,819
-
6d · Net rental income or loss
total $22,819 · excluded $22,819
-
7a · Gross sales of assets other than inventory
securities $130,895
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $130,895
-
7d · Net gain or loss
total $130,895 · excluded $130,895
-
11a · Other revenue: OTHER REVENUE
total $10,461 · excluded $10,461
-
11e · Other revenue, total
$10,461
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $12,866,528 · program services $11,721,407 · management and general $1,145,121
-
8 · Pension plan contributions
total $170,844 · program services $155,082 · management and general $15,762
-
9 · Other employee benefits
total $1,692,906 · program services $1,536,718 · management and general $156,188
-
10 · Payroll taxes
total $991,048 · program services $899,614 · management and general $91,434
-
11b · Fees: legal
total $533,242 · program services $507,097 · management and general $26,145
-
11c · Fees: accounting
total $5,100 · program services $4,850 · management and general $250
-
11g · Fees: other
total $5,236,339 · program services $4,965,140 · management and general $271,199
-
12 · Advertising and promotion
total $238,280 · program services $17,576 · management and general $220,704
-
13 · Office expenses
total $544,536 · program services $469,319 · management and general $75,217
-
16 · Occupancy
total $3,564,459 · program services $3,229,186 · management and general $335,273
-
17 · Travel
total $12,290 · program services $11,687 · management and general $603
-
20 · Interest
total $1,513,743 · program services $1,483,468 · management and general $30,275
-
22 · Depreciation, depletion and amortization
total $2,004,804 · program services $1,816,232 · management and general $188,572
-
23 · Insurance
total $735,279 · program services $666,119 · management and general $69,160
-
24a · Other expenses: MEDICAL SUPPLIES AND FO
total $2,228,967 · program services $1,921,080 · management and general $307,887
-
24b · Other expenses: BAD DEBT EXPENSE
total $77,291 · program services $77,291
-
24c · Other expenses: TRAINING AND SEMINARS
total $44,301 · program services $42,129 · management and general $2,172
-
24d · Other expenses: DUES AND SUBSCRIPTIONS
total $21,819 · program services $20,749 · management and general $1,070
-
24e · All other expenses
total $182,863 · program services $173,897 · management and general $8,966
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,513,851 · end of year $975,792
-
2 · Savings and temporary cash investments
beginning of year $11,475,296 · end of year $10,430,534
-
8 · Inventories for sale or use
beginning of year $94,676 · end of year $94,676
-
9 · Prepaid expenses and deferred charges
beginning of year $23,131 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$54,657,218
-
10b · Land, buildings and equipment: accumulated depreciation
$1,062,749
-
10c · Land, buildings and equipment, net
beginning of year $49,294,298 · end of year $53,594,469
-
15 · Other assets
beginning of year $677,831 · end of year $4,617,737
-
17 · Accounts payable and accrued expenses
beginning of year $1,631,142 · end of year $3,187,828
-
19 · Deferred revenue
beginning of year $12,116,433 · end of year $11,768,090
-
20 · Tax-exempt bond liabilities
beginning of year $43,057,383 · end of year $42,235,080
-
23 · Secured mortgages and notes payable
end of year $407,877
-
25 · Other liabilities
beginning of year $174,696 · end of year $111,440
-
27 · Net assets without donor restrictions
beginning of year $6,099,429 · end of year $9,466,571
-
28 · Net assets with donor restrictions
end of year $2,536,322
Mission and programs · 2023
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 $29,718,641 · Revenue $31,586,432
-
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 $268,867 OF CHARITY CARE WAS PROVIDED WITH $55,291 TO MEDICAID CO-INSURANCE LOSSES AND $213,576 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 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jane A RichardsonJANE A RICHARDSON
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 6
-
Jeffrey A TerpJEFFREY A TERP
VICE CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 4
-
Wendy L MeredithWENDY L MEREDITH
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
Doug B DaltonDOUG B DALTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
John BloomstromJOHN BLOOMSTROM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Beth KoselkeBETH KOSELKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Jeffrey CaldwellJEFFREY CALDWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Dexter H CooleyDEXTER H COOLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Brian EllisBRIAN ELLIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
L Dean JonesL DEAN JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Beth KellyBETH KELLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Roger D MillerROGER D MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Fred RobbinsFRED ROBBINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Jane A SeigelJANE A SEIGEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
John S DattiloJOHN S DATTILO
DIRECTOR/CEO BHI
- Total calculated
- $577,306
- From this org
- $0
- From related orgs
- $516,969
- Other
- $60,337
- Hours/week
- 4 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $456,969 related
- Bonus
- $0 + $60,000 related
- Other
- $0
- Deferred
- $0 + $25,836 related
- Nontaxable benefits
- $0 + $34,501 related
- Filer's total
- $0 + $577,306 related
-
Roger E Weideman IIROGER E WEIDEMAN II
DIRECTOR/CFO BHI
- Total calculated
- $446,129
- From this org
- $0
- From related orgs
- $392,089
- Other
- $54,040
- Hours/week
- 4 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $352,089 related
- Bonus
- $0 + $40,000 related
- Other
- $0
- Deferred
- $0 + $19,539 related
- Nontaxable benefits
- $0 + $34,501 related
- Filer's total
- $0 + $446,129 related
-
Shelly RauchSHELLY RAUCH
CEO/EXECUTIVE DIRECTOR
- Total calculated
- $354,781
- From this org
- $311,965
- From related orgs
- $0
- Other
- $42,816
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $288,015
- Bonus
- $23,950
- Other
- $0
- Deferred
- $31,528
- Nontaxable benefits
- $11,288
- Filer's total
- $354,781
-
Charles GaskinsCHARLES GASKINS
CFO
- Total calculated
- $248,910
- From this org
- $206,027
- From related orgs
- $0
- Other
- $42,883
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $185,827
- Bonus
- $20,200
- Other
- $0
- Deferred
- $31,661
- Nontaxable benefits
- $11,222
- Filer's total
- $248,910
-
Jaqueline DavidsonJAQUELINE DAVIDSON
DIRECTOR OF NURSING
- Total calculated
- $170,517
- From this org
- $155,750
- From related orgs
- $0
- Other
- $14,767
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $137,457
- Bonus
- $18,293
- Other
- $0
- Deferred
- $12,961
- Nontaxable benefits
- $1,806
- Filer's total
- $170,517
-
Shannon HarrisSHANNON HARRIS
HC ADMINISTRATOR
- Total calculated
- $156,837
- From this org
- $145,403
- From related orgs
- $0
- Other
- $11,434
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $124,610
- Bonus
- $20,793
- Other
- $0
- Deferred
- $8,948
- Nontaxable benefits
- $2,486
- Filer's total
- $156,837
-
Charles DarkoCHARLES DARKO
NURSE MANAGER
- Total calculated
- $145,789
- From this org
- $118,187
- From related orgs
- $0
- Other
- $27,602
- 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.
-
501(C)(3) · ASSIST WESTMINISTER VILLAGE NORTH · IN
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202542279349301104
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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