2025-03-13T15:42:44-04:00 2024-03-31 263762434 HOSKINS QUIROS PATEL & LOID CPA LLC 926 LAKE BALDWIN LN ORLANDO FL 32814 990 2023-04-01 590872675 WESLEY MANOR INC WESL 4078395050 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 HENRY T KEITH CFO/TREASUR/EXEC VP 4078395050 2025-03-02 true true RUSSELL K HOSKINS P00533774 4072773000 2025-03-02 2023 2025-03-06 01:10:19Z HURRICANE EXTENSION HENRY T KEITH 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 47082889 false X N/A X 1961 FL WESLEY MANOR, 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. WESLEY MANOR, INC. BELIEVES IN AND IS COMMITTED TO HONORING EACH PERSON'S DIGNITY, RIGHTS, SELF-RESPECT AND INDEPENDENCE. WESLEY MANOR, INC. IS COMMITTED TO A PROGRAM OF STEWARDSHIP THAT RECOGNIZES ITS RESPONSIBILITY TO USE ITS RESOURCES WELL. 5 2 385 350 0 433571 599740 25258353 28255865 667152 912052 0 26359076 29767657 0 0 11634836 12646435 0 110039 13231347 14677752 24866183 27324187 1492893 2443470 76021356 83511655 71482374 74559851 4538982 8951804 X WESLEY MANOR, 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. WESLEY MANOR, INC. BELIEVES IN AND IS COMMITTED TO HONORING EACH PERSON'S DIGNITY, RIGHTS, SELF-RESPECT AND INDEPENDENCE. WESLEY MANOR, INC. IS COMMITTED TO A PROGRAM OF STEWARDSHIP THAT RECOGNIZES ITS RESPONSIBILITY TO USE ITS RESOURCES WELL. false false 22200001 28255865 HOME FOR THE AGED THAT PROVIDES HOUSING, DINING, HEALTH CARE AND OTHER SERVICES FOR OLDER ADULTS AND PERSONS WITH SPECIAL NEEDS. APPROXIMATELY 400 CLIENTS WERE SERVED. 22200001 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 false false false false true false false false true 84 0 true 385 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 W 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 791826 44437 HENRY T KEITH CFO/TREASUR/ 40.00 X X 0 613220 29978 GARRY HENNIS COO/EXECUTIV 40.00 X 0 564179 28188 MEGAN FAUBEL SECRETARY 0.25 X 0 0 0 BRUCE MAUL SALES COUNSE 40.00 X 170380 0 13325 ELIZABETH MCCOY MDS COORDINA 40.00 X 147889 0 14966 REBECCA MCDUFFIE DIRECTOR OF 40.00 X 142744 0 3658 FRANCO PATACSIL THERAPY PROG 40.00 X 128257 0 10275 DANIEL CARR SPEECH PATHO 40.00 X 117947 0 14173 707217 1969225 159000 10 false true false WESTMINSTER SERVICES INC 80 W LUCERNE CIRCLE ORLANDO FL 32801 MANAGEMENT SERV 1375488 JAX HOME HEALTH INC 9191 RG SKINNER PARKWAY SUITE 803 JACKSONVILLE FL 32256 SENIOR CARE 1190308 PRESTIGE BUILDERS & REMODELERS INC 231 MARGARET ST NEPTUNE BEACH FL 32266 CONSTRUCTION 997523 HD TURF PROPERTIES INC 5509 SHAD RD JACKSONVILLE FL 32257 LANDSCAPING 695376 WESTMINSTER SENIOR CARE 80 W LUCERNE CIRCLE ORLANDO FL 32801 SENIOR CARE 567001 12 599740 599740 MONTHLY FEES 623000 19165388 19165388 EARNED ENTRANCE FEES 623000 4861762 4861762 MEDICARE / MEDICAID PMTS - RE 623000 3985469 3985469 OTHER INCOME 623990 243246 243246 28255865 830962 830962 17396322 17073658 241574 322664 -241574 81090 -241574 322664 29767657 28014291 1153626 10816040 9527589 1288451 232957 183989 48968 818228 732875 85353 779210 685142 94068 1375488 330117 935332 110039 23827 23827 35579 35579 345456 345456 11520 11520 844094 844094 18056 18056 18411 10328 8083 938805 938805 3847077 3847077 1111517 1111517 OUTSIDE SERVICE CONTRACTS 1739400 1736134 3266 FOOD 837257 837257 EQUIPMENT RENTAL & MAINT 737666 703666 34000 MEDICAL SUPPLIES 699177 699177 2094422 1123751 970671 27324187 22200001 5014147 110039 1420653 398494 105813 361795 1315343 1700029 1437986 1834596 69333 80860 135843 84548 91784417 44418384 46341465 47366033 4451006 8300756 20743914 23384544 76021356 83511655 1953366 2611265 38976605 37222313 30552403 34726273 71482374 74559851 X 3184726 7462539 1354256 1489265 4538982 8951804 76021356 83511655 2443470 2004259 -34907 X false true X true false X 189822 355700 623859 433571 599740 2202692 22714440 22455287 22790278 25258353 28255865 121474223 22904262 22810987 23414137 25691924 28855605 123676915 123676915 355031 279039 229411 285681 830962 1980124 355031 279039 229411 285681 830962 1980124 23259293 23090026 23643548 25977605 29686567 125657039 0.98420 0.98740 0.02000 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2143515 2143515 75442118 37755626 37686492 13558784 6662758 6896026 640000 640000 47366033 SECURITIES AND OTHER INVESTMENTS 8300756 F 8300756 RESERVE RESTRICTED BY BOND REQUIREME 11615764 RESERVE RESTRICTED BY STATUTORY REQU 7291163 BENEFICIAL INTEREST IN CHARITABLE FO 3761147 WAIT LIST DEPOSITS 529052 CONTRACT ACQUISITION COSTS 187418 23384544 UNEARNED ENTRANCE FEES 31027389 ADVANCES FROM AFFILIATES 2196842 ESTATE PRESERVATION REFUND LIABILITY 941390 WAIT LIST AND RENTAL DEPOSITS 560652 34726273 false false false false false false false false false TERENCE ROGERS CEO/PRESIDENT 594300 177474 20052 31787 12650 836263 HENRY T KEITH CFO/TREASUR/EXEC VP 483066 107719 22435 18681 11297 643198 GARRY HENNIS COO/EXECUTIVE VP 439908 100317 23954 16891 11297 592367 BRUCE MAUL SALES COUNSELOR 87351 22400 60629 5059 8266 183705 ELIZABETH MCCOY MDS COORDINATOR RN 103840 44049 6448 8518 162855 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 17590949 PURPOSE TO REFUND 2006AB BONDS ISSUED 01/26/06 AND 2009 BONDS ISSUED 02/12/2009, PROVIDE FOR CAPITAL false false false B 2020A ST JOHNS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 592146640 790417AR0 2020-09-15 20000000 REFUNDING AND REFINANCING OF BONDS, FUND CAPITAL IMPROVEMENTS, FUND A DEBT SERVICE REVENUE FUND, AND false false false C 2023A ORANGE COUNTY HEALTH FACILITI S AUTHORITY 521378595 6845OLGN9 2023-05-03 6430973 REFUND 2016 BONDS false false false A 5410510 17590949 1336692 227406 7744835 9410743 2015 true false true true B 20000000 222157 14171956 4700451 true false true true C 6430973 61100 6295653 true false true true A false false false false false false true B false false false false false false true C 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 C false false false false false false false false true A true B true C true PURPOSE OF ISSUE DESCRIPTION 2014 ORANGE COUNTY HEALTH FACILITIES PURPOSE TO REFUND 2006AB BONDS ISSUED 01/26/06 AND 2009 BONDS ISSUED 02/12/2009, 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. PURPOSE OF ISSUE DESCRIPTION 2023A ORANGE COUNTY HEALTH FACILITIE REFUND 2016 BONDS 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 2023A ORANGE COUNTY HEALTH FACILITIE 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 FORM 990 - ORGANIZATION'S MISSION WESLEY MANOR, 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. WESLEY MANOR, INC. BELIEVES IN AND IS COMMITTED TO HONORING EACH PERSON'S DIGNITY, RIGHTS, SELF-RESPECT AND INDEPENDENCE. WESLEY MANOR, 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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