2024-02-13T06:54:09-05:00 2023-03-31 263762434 HOSKINS QUIROS OSBORNE LABEAUME CPA LLC 926 LAKE BALDWIN LN ORLANDO FL 32814 990 2022-04-01 583725912 PALM SHORES RETIREMENT COMMUNITY INC PALM 4078395050 80 W LUCERNE CIRCLE ORLANDO FL 32801 HENRY T KEITH CFO/TREASUR/EXEC VP 4078395050 2024-02-06 true HENRY KEITH 999009999 true RUSSELL K HOSKINS P00533774 4072773000 2024-02-05 2022 2023-04-26 12:10:37Z HENRY T KEITH 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 20521930 false X N/A X 2001 FL PALM SHORES RETIREMENT COMMUNITY, INC. IS A CHURCH RELATED, NON-PROFIT COMMUNITY SERVICE ORGANIZATION DEDICATED AND COMMITTED TO PROVIDING SERVICES FOR OLDER ADULTS AND PERSONS WITH SPECIAL NEEDS BY CREATING AND PRESERVING AN EXCELLENT RESIDENTIAL AND HEALTH CARE COMMUNITY PROMOTING WELLNESS AND ENCOURAGING ACTIVE AND HEALTHY LIFESTYLE CHOICES. PALM SHORES RETIREMENT COMMUNITY, INC. BELIEVES IN AND IS COMMITTED TO HONORING EACH PERSON'S DIGNITY, RIGHTS, SELF RESPECT AND INDEPENDENCE. 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IS COMMITTED TO A PROGRAM OF STEWARDSHIP THAT RECOGNIZES ITS RESPONSIBILITY TO USE ITS RESOURCES WELL. false false 13011181 16195291 HOME FOR THE AGED THAT PROVIDES HOUSING, DINING, HEALTH CARE AND OTHER SERVICES FOR OLDER ADULTS AND PERSONS WITH SPECIAL NEEDS. 233 CLIENTS WERE SERVED. 13011181 true true false false false false false false false false true true false true true false false true false false false false false false false false false false false true true false false false false false false false false false false false true false false false true false false false true 67 0 true 163 true false false false false false false false false false false false false false false X 5 2 false true false false true true true true true false false false true true true true true true true false X WESTMINSTER SERVICES INC 4078395050 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 X JOHN HILLENMEYER CHAIRMAN 0.25 X X 0 0 0 TERENCE ROGERS CEO/PRESIDEN 40.00 X X 0 664385 36488 HENRY T KEITH CFO/TREASUR/ 40.00 X X 0 530394 24643 GARRY HENNIS COO/EXEC VP 40.00 X 0 464464 20996 MEGAN FAUBEL SECRETARY 0.25 X 0 0 0 MERRILYN TOERNER DIRECTOR OF 40.00 X 191651 0 8033 ALPHONSE JOHNSON DIRECTOR OF 40.00 X 162236 0 13662 KEVIN NICHOLS ADMISSION CO 40.00 X 121821 0 9393 SAMANTHA BRUNER HR DIRECTOR 40.00 X 104131 0 5126 579839 1659243 118341 4 false true false AVAD SERVICES INC 2220 EAGLE BLUFF DR VALRICO FL 33596 AIR QUALITY 1326319 WESTMINSTER HOME CARE SERVICES 80 W LUCERNE CIRCLE ORLANDO FL 32801 SENIOR CARE 1249928 WESTMINSTER SERVICES INC 80 W LUCERNE CIRCLE ORLANDO FL 32801 MANAGEMENT SERV 885480 COMMERCIAL DISASTER RECOVERY LLC 1360 UNION HILL RD STE 3E ALPHARETTA GA 30004 DISASTER RECOV 681257 ST PETE BUILDING & RESTORATION 12110 92ND AVENUE NORTH ST PETERSBURG FL 33772 CONSTRUCTION 675971 10 62673 400 62673 MONTHLY FEES 623000 14659231 14659231 EARNED ENTRANCE FEE 623000 1427339 1427339 OTHER 623990 108721 108721 16195291 120366 120366 4143600 3974724 5022 168876 -5022 163854 -5022 168876 16542184 16190269 289242 5736229 4594944 1141285 122852 92058 30794 523695 467871 55824 415205 332075 83130 885479 212515 602126 70838 525 525 22060 22060 248273 248273 56069 56069 863507 863507 7027 7027 11855 5314 6541 313885 313885 1744370 1744370 231602 231602 OUTSIDE SERVICE CONTRACTS 1551036 1551036 REPAIRS & MAINTENANCE 1226529 1226529 FOOD 553504 553504 TAXES & LICENSES M&G 322237 322237 1547691 1053573 494118 16383630 13011181 3301611 70838 501459 627560 167975 803508 120356 475835 903710 382598 47890 49349 15301 21982 35839834 15723311 20324681 20116523 2165400 2233741 13174979 12042698 37421751 36753794 1116991 1479550 8741408 8586783 15186270 14789479 25044669 24855812 X 12285275 11789518 91807 108464 12377082 11897982 37421751 36753794 158554 -621089 -16565 X false true X true false X 47233 39134 50753 23543 62673 223336 13775276 14374278 14205068 15874302 16195291 74424215 13822509 14413412 14255821 15897845 16257964 74647551 74647551 122381 103343 103958 93704 120366 543752 122381 103343 103958 93704 120366 543752 13944890 14516755 14359779 15991549 16378330 75191303 0.99280 0.99310 0.01000 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1290538 1290538 25930766 11792483 14138283 8618530 3930828 4687702 20116523 SECURITIES AND OTHER INVESTMENTS 2233741 F 2233741 RESERVE RESTRICTED BY BOND REQUIREME 6912867 RESERVE RESTRICTED BY STATUTORY REQU 2906043 ADVANCES TO AFFILIATES 1640206 BENEFICIAL INTEREST IN NET ASSETS OF 269056 CONTRACT ACQUISITION COSTS 155515 WAIT LIST DEPOSITS 145931 DEPOSIT 13080 12042698 DEFERRED ENTRANCE FEES 8465870 CONTRACTUAL REFUND OBLIGATION 4313509 ESTATE PRESERVATION REFUND LIABILITY 986095 REFUNDABLE ENTRANCE FEES 821074 WAIT LIST AND RENTAL DEPOSITS 202931 14789479 false false false false false false false false false TERENCE ROGERS CEO/PRESIDENT 568283 76309 19793 24156 12332 700873 HENRY T KEITH CFO/TREASUR/EXEC VP 454118 50447 25829 13663 10980 555037 GARRY HENNIS COO/EXEC VP 399639 42266 22559 10016 10980 485460 MERRILYN TOERNER DIRECTOR OF SALES 85426 62900 43325 5204 2829 199684 ALPHONSE JOHNSON DIRECTOR OF NURSING 122400 19375 20461 4783 8879 175898 SCHEDULE J, PAGE 1, PART I, LINE 3 THE ORGANIZATION RELIED ON A RELATED ORGANIZATION (WESTMINSTER SERVICES, INC. 59-3614812) FOR THE COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. A 2014 ORANGE COUNTY HEALTH FACILITIE DEVELOPMENT AUTHORITY 521035390 68450LDF9 2014-07-02 3347089 PURPOSE TO REFUND 2004A BONDS ISSUED 08/11/04, PROVIDE FOR CAPITAL IMPROVEMENTS AND EQUIPMENT. false false false B 2020A ST JOHNS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 592146640 790417AR0 2020-09-15 5000000 REFUNDING AND REFINANCING OF BONDS, FUND CAPITAL IMPROVEMENTS, FUND A DEBT SERVICE REVENUE FUND, AND false false false A 893302 3347089 242854 43269 3960 1790614 2015 true false true true B 5000000 55539 11937 1175113 true false true true A false false false false false false true B false false false false false false true A false false false true false false false false true B false false false true false false false false true A true B true PURPOSE OF ISSUE DESCRIPTION 2014 ORANGE COUNTY HEALTH FACILITIES PURPOSE TO REFUND 2004A BONDS ISSUED 08/11/04, PROVIDE FOR CAPITAL IMPROVEMENTS AND EQUIPMENT. PURPOSE OF ISSUE DESCRIPTION 2020A ST. JOHNS COUNTY INDUSTRIAL REFUNDING AND REFINANCING OF BONDS, FUND CAPITAL IMPROVEMENTS, FUND A DEBT SERVICE REVENUE FUND, AND PAY COSTS OF ISSUANCE. DATE REBATE COMPUTATION PERFORMED 2014 ORANGE COUNTY HEALTH FACILITIES 07/02/16 DATE REBATE COMPUTATION PERFORMED 2020A ST. JOHNS COUNTY INDUSTRIAL 10/27/21 ADDITIONAL INFORMATION 2020A ST. JOHNS COUNTY INDUSTRIAL EXPLANATION FOR TAX EXEMPT BONDS LISTED ON SCHEDULE K THE TAX-EXEMPT BONDS LISTED ON SCHEDULE K WERE ISSUED FOR "THE OBLIGATED GROUP" LISTED BELOW. EACH MEMBER OF THE OBLIGATED GROUP HAS RECORDED THEIR PORTION OF THE BONDS BASED ON THE EXPECTED USE OF THE BOND PROCEEDS. ALL MEMBERS OF THE OBLIGATED GROUP ARE INDIVIDUALLY AND COLLECTIVELY OBLIGATED UNDER THE TERMS OF THE BONDS. OBLIGATED GROUP MEMBERS AND EMPLOYER IDENTIFICATION NUMBERS (EIN) PRESBYTERIAN RETIREMENT COMMUNITY, INC. 59-0931267 WESTMINSTER SHORES, INC. 59-0714826 SUNCOAST MANOR RETIREMENT COMMUNITY, INC. 59-0991279 WESLEY MANOR, INC. 59-0872675 PALM SHORES RETIREMENT COMMUNITY, INC. 58-3725912 WESTMINSTER RETIREMENT COMMUNITIES FOUNDATION, INC. 23-7414048 WESTMINSTER SERVICES, INC. 59-3614812 WESTMINSTER PINES, INC. 59-3725902 X 1 300 COMPARABLE SALES / COST X 100 COMPARABLE SALES / COST false false false SCHEDULE M, PAGE 2, PART II THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. FORM 990 - ORGANIZATION'S MISSION PALM SHORES RETIREMENT COMMUNITY, INC. IS A CHURCH RELATED, NON-PROFIT COMMUNITY SERVICE ORGANIZATION DEDICATED AND COMMITTED TO PROVIDING SERVICES FOR OLDER ADULTS AND PERSONS WITH SPECIAL NEEDS BY CREATING AND PRESERVING AN EXCELLENT RESIDENTIAL AND HEALTH CARE COMMUNITY PROMOTING WELLNESS AND ENCOURAGING ACTIVE AND HEALTHY LIFESTYLE CHOICES. PALM SHORES RETIREMENT COMMUNITY, INC. BELIEVES IN AND IS COMMITTED TO HONORING EACH PERSON'S DIGNITY, RIGHTS, SELF RESPECT AND INDEPENDENCE. PALM SHORES RETIREMENT COMMUNITY, INC. IS COMMITTED TO A PROGRAM OF STEWARDSHIP THAT RECOGNIZES ITS RESPONSIBILITY TO USE ITS RESOURCES WELL. FORM 990, PAGE 6, PART VI, LINE 3 THE BOARD OF DIRECTORS DELEGATED CONTROL OF MANAGEMENT DUTIES TO WESTMINSTER SERVICES, INC. AN AFFILIATED NOT-FOR-PROFIT. WESTMINSTER SERVICES, INC. HAS EXTENSIVE EXPERIENCE WITH THE MANAGEMENT OF NOT-FOR-PROFIT HOMES FOR THE AGED. FORM 990, PAGE 6, PART VI, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS PRESBYTERIAN RETIREMENT COMMUNITIES, INC. FORM 990, PAGE 6, PART VI, LINE 7A PRESBYTERIAN RETIREMENT COMMUNITIES, INC. MAY ELECT ONE OR MORE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 7B PRESBYTERIAN RETIREMENT COMMUNITIES, INC. MUST APPROVE DISSOLUTION OF THE ORGANIZATION, SALE OF SUBSTANTIAL ASSETS, NEW BOARD MEMBERS OR REPLACEMENT OF THE MANAGEMENT COMPANY. FORM 990, PAGE 6, PART VI, LINE 11B THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE 990 BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C THE WRITTEN CONFLICT OF INTEREST POLICY IS REVIEWED AND SIGNED ANNUALLY BY THE BOARD OF DIRECTORS, OFFICERS AND EMPLOYEES. WITH A CENTRALIZED ACCOUNTS PAYABLE AND PAYROLL SYSTEM, THE MANAGEMENT COMPANY MONITORS ALL PAYMENTS AND TRANSACTIONS WITH VENDORS. IN ADDITION, THE ORGANIZATION HAS A TOLL-FREE COMPLIANCE HOTLINE THAT CAN BE USED BY BOARD MEMBERS OR STAFF TO REPORT ANY ISSUES. FORM 990, PAGE 6, PART VI, LINE 15A SEE BELOW. FORM 990, PAGE 6, PART VI, LINE 15B THE ORGANIZATION UTILIZES NUMEROUS SALARY SURVEYS WITH LIKE-KIND ORGANIZATIONS TO DETERMINE THE PROPER SALARY/WAGE AMOUNT FOR EACH EMPLOYEE. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART VII AVERAGE HOURS PER WEEK ARE SHARED BETWEEN THE RELATED ORGANIZATIONS OF WESTMINSTER RETIREMENT COMMUNITIES, INC. AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. 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