2025-11-07T09:45:25-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 15303 N DALLAS PARKWAY SUITE 1400 ADDISON TX 75001 990 2024-01-01 741501375 WESTMINSTER MANOR WEST 5124544711 4100 JACKSON AUSTIN TX 78731 CHARLES BORST EXECUTIVE DIRECTOR 5124544711 2025-11-06 1 1 RAHIM HABIB P01912003 9723835700 2025-11-06 2024 2025-03-06 01:10:19Z CHARLES BORST 4100 JACKSON AUSTIN TX 78731 100948634 0 1 X WWW.WESTMINSTERMANOR.ORG X 1967 TX THE GOAL OF WESTMINSTER MANOR IS TO RELIEVE THE RETIRED PERSON OF THE RESPONSIBILITY OF HOME MANAGEMENT AND TO PROVIDE ECONOMICAL SUPPORT AND NURSING CARE IN THE COMPANY'S HEALTH FACILITY FOR THE RESIDENTS. 13 13 574 40 0 0 27629 25117 37902470 50431838 2700899 7358549 676223 3725934 41307221 61541438 343962 360943 0 0 22825864 24691756 0 0 0 26766505 28764812 49936331 53817511 -8629110 7723927 310226426 307691988 307527236 293988284 2699190 13703704 THE GOAL OF WESTMINSTER MANOR IS TO RELIEVE THE RETIRED PERSON OF THE RESPONSIBILITY OF HOME MANAGEMENT AND TO PROVIDE ECONOMICAL SUPPORT AND NURSING CARE IN THE COMPANY'S HEALTH FACILITY FOR THE RESIDENTS. 0 0 25147292 360943 37272119 MANOR APARTMENTS - THE ORGANIZATION PROVIDES APARTMENTS AND ASSISTED LIVING SERVICES TO ITS RESIDENTS. 13003807 0 775174 FOOD SERVICE - THE ORGANIZATION PROVIDES FOOD SERVICES TO MAINTAIN THE HEALTH AND WELL BEING OF ITS RESIDENTS. 11400265 0 12384545 MEDICAL CENTER - THE ORGANIZATION MAINTAINS A SKILLED NURSING CARE FACILITY TO MEET THE HEALTH NEEDS OF ITS RESIDENTS. 49551364 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 135 0 1 574 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 1 0 X SARAH LOYD 5124544711 4100 JACKSON AVE AUSTIN TX 78731 X PAUL HILGERS MEMBER 0.50 0.00 X X 0 0 0 DAVID REDDING CHAIRMAN 0.50 0.00 X X 0 0 0 DIANE WILLIAMS VICE CHAIRMAN 0.50 0.00 X X 0 0 0 STEVE SCURLOCK SECRETARY 0.50 0.00 X X 0 0 0 ALEXANDRA ALBRIGHT MEMBER 0.50 0.00 X 0 0 0 MICHAEL CHAUNCEY DAY MEMBER 0.50 0.00 X 0 0 0 DIANA DINITTO MEMBER 0.50 0.00 X 0 0 0 RICHARD LUEVANO MEMBER 0.50 0.00 X 0 0 0 CAMILLE MILLER MEMBER 0.50 0.00 X 0 0 0 NICK MOORE MEMBER 0.50 0.00 X 0 0 0 BOB RUTISHAUSER MEMBER 0.50 0.00 X 0 0 0 JIM WOODRICK MEMBER 0.50 0.00 X 0 0 0 JAMES WOODWORTH MEMBER 0.50 0.00 X 0 0 0 KIMBERLY OGDEN DIRECTOR OF HUMAN RESOURCES 40.00 0.00 X 154744 0 17289 BRIAN GROSSMAN FOOD AND BEVERAGE DIRECTOR 40.00 0.00 X 127752 0 19366 JORDAN BLEECKER DIRECTOR OF MARKETING AND SALES 40.00 0.00 X 134996 0 5272 ELIZABETH NEIHART DIRECTOR OF ACCOUNTING 40.00 0.00 X 128327 0 785 ROBIN GONZALEZ DIRECTOR OF RHS 40.00 0.00 X 124015 0 3957 669834 0 46669 16 0 1 0 MECHANICAL PROCESS SYSTEMS 1804 CENTRAL COMMERCE COURT ROUND ROCK TX 78664 INDUSTRIAL TECHNOLOGY SERVICES 3512822 JP PAINT AND REMODEL 2644 COTTON GIN RD KYLE TX 78640 PAINTING & REMODEL CONTRACTORS 2331568 SYSCO 1260 SCHWAB ROAD NEW BRAUNFELS TX 78132 FOOD SUPPLIER 2126324 LCS HOLDINGS 400 LOCUST STREET 820 DES MOINES IA 50309 MANAGEMENT COMPANY 1566689 PI ARCHITECTS 6010 BALCONES DRIVE AUSTIN TX 78731 ARCHITECTURAL SERVICES 1353919 47 25117 25117 NET SERVICE REVENUE 623000 41889334 41889334 ENTRANCE FEE AMORTIZATION 623990 8542504 8542504 50431838 3025790 3025790 43739955 39386154 21042 4353801 -21042 4332759 4332759 GAIN ON REPURCHASE OF BOND 523000 3266475 3266475 MEAL REVENUE 812900 300124 300124 BEAUTY, BARBER, AND GIFT SHOP 623990 97181 97181 62154 62154 3725934 61541438 50431838 0 11084483 350746 350746 10197 10197 19927397 17016987 2910410 3323428 2769732 553696 1440931 1273334 167597 1085111 1063809 21302 134558 131917 2641 104134 102090 2044 296031 296031 1578215 1575573 2642 628471 616134 12337 100271 98303 1968 500313 490491 9822 2032280 1992385 39895 33595 32936 659 8326 8163 163 4255322 4230094 25228 9544983 9488395 56588 709969 696032 13937 FOOD 3183316 3120825 62491 MAINTENANCE & EQUIPMENT 1873469 1836691 36778 MEDICAL SUPPLIES 1393391 1366038 27353 OTHER EXPENSES 504303 494403 9900 798754 786089 12665 53817511 49551364 4266147 0 2617860 1849804 28391024 28596880 4014419 3736655 312683 397928 588394 733473 245785152 67013951 178510001 178771201 87470724 81221436 8321321 12384611 310226426 307691988 4258727 4051825 46635955 49527546 121862663 99007082 134769891 141401831 307527236 293988284 X 2699190 13703704 2699190 13703704 310226426 307691988 7723927 3280587 0 X X 0 1 X 1 0 X 659840 535581 84426 27629 25117 1332593 30606514 30081569 33822304 37902470 50431838 182844695 437939 422883 438925 1299747 31266354 30617150 34344669 38352982 50895880 185477035 0 0 0 185477035 1074122 1160390 1857491 2853728 3025790 9971521 1074122 1160390 1857491 2853728 3025790 9971521 703638 1075618 106656 253340 3287009 5426261 33044114 32853158 36308816 41460050 57208679 200874817 0.92330 0.93630 0.04960 0.04660 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MEAL REVENUE - 2020 AMOUNT: $ 426,815. 2021 AMOUNT: $ 450,222. RENTALS/GUEST ROOMS - 2020 AMOUNT: $ 30,500. 2021 AMOUNT: $ 33,966. OTHER INCOME - 2020 AMOUNT: $ 70,904. 2021 AMOUNT: $ 310,978. 2022 AMOUNT: $ 106,656. 2023 AMOUNT: $ 253,340. 2024 AMOUNT: $ 20,534. BEAUTY BARBER AND GIFT SHOP - 2020 AMOUNT: $ 86,466. 2021 AMOUNT: $ 100,360. APARTMENT CUSTOM WORK - 2020 AMOUNT: $ 68,866. 2021 AMOUNT: $ 164,252. LAUNDRY - 2020 AMOUNT: $ 13,172. 2021 AMOUNT: $ 12,704. MAINTENANCE - 2020 AMOUNT: $ 6,037. 2021 AMOUNT: $ 2,967. HOUSEKEEPING - 2020 AMOUNT: $ 878. 2021 AMOUNT: $ 169. GAIN ON REPURCHASE OF BOND - 2024 AMOUNT: $ 3,266,475. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1195084 1195084 210087583 52372467 157715116 10623511 1925946 8697565 23878974 12715538 11163436 178771201 ENTRANCE FEE DEPOSITS 2886881 REFUNDABLE ENTRANCE FEES 133928901 REFUNDS IN PROCESS 4586049 141401831 X 64525994 3280587 3280587 61245407 296031 296031 61541438 53521480 0 53521480 296031 296031 53817511 PART X, LINE 2: WESTMINSTER MANOR'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. WESTMINSTER MANOR IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. WESTMINSTER MANOR IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. 1 HALCYON HOME LLC 8133 MESA DRIVE AUSTIN TX 78759 814819533 501C3 256115 0 N/A N/A SUPPORT PROGRAM OF ORGANIZATION MARKETPLACE CHAPLAINS 2001 W PLANO PKWY STE 3200 PLANO TX 75075 751977793 501C3 32557 0 N/A N/A SUPPORT PROGRAM OF ORGANIZATION AMPLIFY AUSTIN FUNDRAISING 1310 1ST ST SUITE 210 AUSTIN TX 78704 900647614 501C3 5461 0 N/A N/A SUPPORT PROGRAM OF ORGANIZATION CARRYING HOPE 9600 ESCARPMENT BLVD AUSTIN TX 78749 812799960 501C3 7000 0 N/A N/A SUPPORT PROGRAM OF ORGANIZATION GREATER AUSTIN CHAMBER OF COMMERCE 535 EAST 5TH ST AUSTIN TX 78701 740492475 501C3 6500 0 N/A N/A SUPPORT PROGRAM OF ORGANIZATION TEXAS CULTURE CHANGE COALITION 4200 JACKSON AVE SUITE 4200 AUSTIN TX 78731 742814584 501C3 5000 0 N/A N/A SUPPORT PROGRAM OF ORGANIZATION 6 0 TUITION REIMBURSEMENT 7 10197 0 N/A N/A PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH THE USE OF REQUESTS FROM ORGANIZATIONS AND INDIVIDUALS. EACH REQUEST INCLUDES AN EXPLANATION FOR THE PURPOSE OF THE REQUEST AND SUPPORTING DOCUMENTATION FOR THE AMOUNTS REQUESTED. EACH REQUEST IS REVIEWED AND APPROVED BY MANAGEMENT PRIOR TO PAYMENT. X 0 0 0 0 0 0 0 0 0 KIMBERLY OGDEN DIRECTOR OF HUMAN RESOURCES 143374 0 7586 0 3784 0 0 0 17289 0 172033 0 0 0 A NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE CORPORATION 261604618 64542UCL6 2016-09-15 70475514 REFINANCING OF THE SERIES 2010 BONDS 0 0 0 B NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE CORPORATION 261604618 64542UFN9 2021-07-21 64117912 RETIREMENT FACILITY REVENUE BONDS (WESTMINSTER PROJECT), SERIES 2021 0 0 0 A 9855000 70475514 5085860 1018797 64558317 2016 0 1 0 1 B 64117912 830370 1080558 62225504 2023 0 1 0 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 0 A 1 B 1 FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION DELEGATES BROAD AUTHORITY TO AN EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 3 ACCORDING TO A SIGNED AGREEMENT ENTERED INTO MARCH 1, 2014, WESTMINSTER MANOR PAYS MANAGEMENT FEES TO AN UNRELATED ORGANIZATION, LIFE CARE SERVICES, A MANAGEMENT COMPANY, TO PROVIDE THE ORGANIZATION WITH DIRECTORS AS WELL AS OTHER SERVICES. THE DIRECTORS ARE COMPENSATED BY THE MANAGEMENT COMPANY, AND WESTMINSTER MANOR REIMBURSES LIFE CARE SERVICES WITH MONTHLY MANAGEMENT FEES FOR THE COMPENSATION PAID AND OTHER SERVICES PROVIDED. CHARLES BORST, CASSIE GOTELLI, AND SARAH LOYD ARE ON-SITE EMPLOYEES/ADMIN MANAGERS OF MANAGEMENT COMPANY, LIFE CARE SERVICES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE GOVERNING BODY BEFORE IT IS FILED. THE FORM 990 IS REVIEWED BY THE ACCOUNTING DIRECTOR AND THE EXECUTIVE DIRECTOR BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, OFFICER, KEY EMPLOYEE OR MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST IS AN INTERESTED PERSON. EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD-DELEGATED POWERS (IF NOT OTHERWISE A DIRECTOR OR OFFICER) SHALL ANNUALLY SIGN A STATEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15B EXECUTIVE DIRECTOR, ASSOCIATE EXECUTIVE DIRECTOR, AND HEALTH CARE ADMINISTRATOR ARE EMPLOYEES OF LIFE CARE SERVICES MANAGEMENT CO. AS PART OF THE CURRENT MANAGEMENT CONTRACT, THE ADMINISTRATOR IS COMPENSATED THROUGH LIFE CARE SERVICES. THIS IS PART OF MANAGEMENT COMPANY CONTRACT. THE LAST CONTRACT RENEWAL WAS DECEMBER 15, 2022. FORM 990, PART VI, SECTION C, LINE 19 WESTMINSTER MANOR DOES NOT MAKE THEIR GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. MONTHLY AND OUARTERLY FINANCIAL STATEMENTS ARE POSTED TO THE EMMA WEBSITE. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE WHICH ASSUMES RESPONSIBILITY FOR CHOOSING THE INDEPENDENT AUDITOR AND OVERSIGHT OF THE INDEPENDENT AUDIT. THIS PROCESS IS CONSISTENT WITH PRIOR YEARS. FORM 990, PART VII, SECTION A IN 2024, WESTMINSTER MANOR'S MANAGEMENT COMPANY, LIFE CARE SERVICES, COMPENSATED EXECUTIVE DIRECTOR CHARLES BORST IN THE AMOUNT OF $355,837, ASSOCIATE EXECUTIVE DIRECTOR SARAH LOYD IN THE AMOUNT OF $256,028 AND HEALTH CENTER ADMINSTRATOR CASSIE GOTELLI IN THE AMOUNT OF $195,993. PER IRS GUIDANCE, NO COMPENSATION IS SHOWN ON FORM 990, PART VII FOR CHARLES BORST, SARAH LOYD, OR CASSIE GOTELLI. BULL CREEK PROPERTIES LLC 4100 JACKSON AUSTIN TX 78731 462471512 REAL ESTATE HOLDING TX 0 5870 WESTMINSTER MANOR