2026-02-16T09:13:23-05:00 2025-03-31 263762434 HOSKINS QUIROS PATEL & LOID CPA LLC 926 LAKE BALDWIN LN ORLANDO FL 32814 990 2024-04-01 590760207 FLORIDA PRESBYTERIAN HOMES INC FLOR 8636885521 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 JENNIFER MARTENS CFO/TREASUR/EXEC VP 4078395050 2026-02-14 true true RUSSELL K HOSKINS P00533774 4072773000 2026-02-14 2024 2025-03-06 01:10:19Z JENNIFER MARTENS 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 20637227 false X WWW.FPHI.ORG X 1955 FL FLORIDA PRESBYTERIAN HOMES, 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. FLORIDA PRESBYTERIAN HOMES, INC. BELIEVES IN AND IS COMMITTED TO HONORING EACH PERSON'S DIGNITY, RIGHTS, SELF-RESPECT AND INDEPENDENCE. FLORIDA PRESBYTERIAN HOMES, INC. IS COMMITTED TO A PROGRAM OF STEWARDSHIP THAT RECOGNIZES ITS RESPONSIBILITY TO USE ITS RESOURCES WELL. 9 5 214 15 0 3540 777700 3893757 18216205 113440 1822308 28 -287630 4010765 20528583 0 0 2345600 9206472 0 0 2220459 10476386 4566059 19682858 -555294 845725 58778558 58929657 31737925 31841286 27040633 27088371 X FLORIDA PRESBYTERIAN HOMES, 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. FLORIDA PRESBYTERIAN HOMES, INC. BELIEVES IN AND IS COMMITTED TO HONORING EACH PERSON'S DIGNITY, RIGHTS, SELF-RESPECT AND INDEPENDENCE. FLORIDA PRESBYTERIAN HOMES, INC. IS COMMITTED TO A PROGRAM OF STEWARDSHIP THAT RECOGNIZES ITS RESPONSIBILITY TO USE ITS RESOURCES WELL. false false 16841306 18216205 HOME FOR THE AGED THAT PROVIDES HOUSING, DINING, HEALTH CARE AND OTHER SERVICES FOR OLDER ADULTS AND PERSONS WITH SPECIAL NEEDS. 16841306 true true false false false false false false false true true false false true true false true false 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 88 0 true 214 true false false false false false false false false false false false false false false X 9 5 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 DONALD DODDRIDGE CHAIRMAN 0.25 X X 0 0 0 TERENCE ROGERS PRESIDENT 40.00 X X 0 1176383 33597 HENRY T KEITH CEO/PRESIDEN 40.00 X X 0 682696 32133 HENRY T KEITH CFO/TREASUR/ 40.00 X X 0 0 0 GARRY HENNIS COO/EXECUTIV 40.00 X 0 648336 32799 JENNIFER MARTENS CFO/TREASUR/ 40.00 X X 0 275285 26215 GARRY HENNIS SECRETARY 40.00 X 0 0 0 MEGAN FAUBEL SECRETARY 0.25 X 0 0 0 MICHAEL W TAMNEY DIRECTOR 0.25 X 0 0 0 SCOTT LANGSTON DIRECTOR 0.25 X 0 0 0 ANITA KAMAZIMA REGISTERED N 40.00 X 135180 0 15838 DAWN PALMER DIRECTOR OF 40.00 X 132978 0 11745 LINDA WEBER BUSINESS OFF 40.00 X 108912 0 13575 KELLY NOLAND MDS COORDINA 40.00 X 104969 0 8128 TRACI HALL HUMAN RESOUR 40.00 X 104008 0 1440 586047 2782700 175470 5 false true false WESTMINSTER SERVICES INC 80 W LUCERNE CIRCLE ORLANDO FL 32801 MANAGEMENT FEES 1031940 LONGEVITY SCRIPT 7703 KINGSPOINTE PKWY 500 ORLANDO FL 32819 SENIOR CARE SER 514677 ELLERBE CONSTRUCTION INC 4855 FOXRUN CIRCLE LAKELAND FL 33813 CONSTRUCTION 170699 FLORALAWN 734 S COMBEE RD LAKELAND FL 33801 LANDSCAPING 108724 4 767374 10326 777700 MONTHLY FEES 623000 12321422 12321422 MEDICARE/MEDICAID PAYMENT 623000 5708262 5708262 OTHER REVENUE 623000 186521 186521 18216205 1824716 1824716 106236 108644 -2408 -2408 -2408 GAIN/LOSS ON BOND REFUNDING 900099 -287630 -287630 -287630 20528583 17928575 1822308 7767184 7223481 543703 178853 156457 22396 697633 688645 8988 562802 488385 74417 1031940 1031940 15135 15135 322331 322331 289904 289904 24183 2726 21457 263774 87367 176407 654629 654629 4060 4060 7947 5146 2801 521239 521239 2520870 2495684 25186 628526 546818 81708 MEDICAL SUPPLIES 1099600 1099600 FOOD 663750 663750 EQUIPMENT RENTAL & MAINT. 602924 602924 OUTSIDE SERVICE CONTRACTS 548827 498494 50333 1276747 1105961 170786 19682858 16841306 2841552 0 152629 78307 246159 222548 1084726 1531618 635400 107801 78412 17300 75060 67266572 36609925 32044409 30656647 3256774 4402612 1115140 21868760 20133913 58778558 58929657 1122448 1692907 15767727 10215027 14235377 12407391 14862 19111 597511 7506850 31737925 31841286 X 12452587 11279503 14588046 15808868 27040633 27088371 58778558 58929657 X 845725 -737173 -60814 X false true X true false X 2298027 485040 52284 3540 777700 3616591 14182830 13760847 16266578 3893785 17928575 66032615 16480857 14245887 16318862 3897325 18706275 69649206 69649206 285597 347128 510614 113440 1824716 3081495 285597 347128 510614 113440 1824716 3081495 3960 67303 48652 119915 16770414 14660318 16878128 4010765 20530991 72850616 0.95610 0.97310 0.04000 0.02000 X PART III, LINE 12 119,915 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6131170 1460381 7591551 5764107 367563 6131670 5042864 721243 5764107 5975852 -932988 5042864 5402974 572878 5975852 1.00000 true false 2176886 2176886 54132714 30752336 23380378 1536090 732199 803891 9420882 5125390 4295492 30656647 ASSETS LIMITED AS TO USE 14693728 RESERVE RESTRICTED BY STATUTORY REQU 4146504 EMPLOYEE RETENTION CREDIT RECEIVABLE 985273 OTHER ASSETS 210504 DEPOSITS 41329 WAITING LIST DEPOSITS 36000 DEFERRED FINANCING COSTS 20575 20133913 CONTRACTUAL REFUND OBLIGATION 6206995 DUE TO AFFILIATES 924405 REFUNDABLE ENTRANCE FEES 339450 RESIDENT DEPOSITS 36000 7506850 20161412 -361047 -6124 -367171 20528583 20528583 19676734 19676734 6124 6124 19682858 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ENDOWMENT FUNDS WERE ESTABLISHED TO PROVIDE A PERMANENT INVESTMENT TO PRODUCE INCOME TO BE USED AS A SOURCE OF FUNDING FOR BENEVOLENT ASSISTANCE FOR RESIDENTS IN ACCORDANCE WITH DONOR RESTRICTIONS. SCHEDULE D, PAGE 4, PART XI, LINE 2D EXPENSES NETTED WITH INCOME ON THE AUDITED FINANCIAL STMTS -6,124 SCHEDULE D, PAGE 4, PART XII, LINE 4B EXPENSES NETTED WITH INCOME ON THE AUDITED FINANCIAL STMTS 6,124 false false false false false false false false false TERENCE ROGERS PRESIDENT 414691 74997 686695 25039 8558 1209980 HENRY T KEITH CEO/PRESIDENT 515926 126586 40184 21221 10912 714829 GARRY HENNIS COO/EXECUTIVE VP 505354 112026 30956 21887 10912 681135 JENNIFER MARTENS CFO/TREASUR/EXEC VP 218332 32058 24895 13709 12506 301500 ANITA KAMAZIMA REGISTERED NURSE 76782 58398 6251 9587 151018 A 2024 ORANGE COUNTY HEALTH FACILITIE AUTHORITY REVENUE BONDS 521378595 6845OLJC0 2024-09-01 12569004 PROCEEDS WERE USED TO (I) REFUND THE OUTSTANDING POLK COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY HEALTH false false false A 12501088 85964 152624 true false true true A false false false false false false true A false false false false false false false false true A true PURPOSE OF ISSUE DESCRIPTION 2024 ORANGE COUNTY HEALTH FACILITIES PROCEEDS WERE USED TO (I) REFUND THE OUTSTANDING POLK COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY HEALTH CARE FACILITIES REVENUE BONDS (FLORIDA PRESBYTERIAN HOMES PROJECT) SERIES 2010A AND SERIES 2015 TO ACHIEVE DEBT SERVICE SAVINGS, AND (II) FINANCE OR REIMBURSE THE COSTS OF ACQUISITION, CONSTRUCTION, AND EQUIPPING OF VARIOUS CAPITAL IMPROVEMENTS TO THE ORGANIZATION'S CONTINUING CARE RETIREMENT COMMUNITY FACILITIES. ADDITIONAL INFORMATION 2024 ORANGE COUNTY HEALTH FACILITIES 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 FLORIDA PRESBYTERIAN HOMES, INC. 59-0760207 FORM 990 - ORGANIZATION'S MISSION FLORIDA PRESBYTERIAN HOMES, 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. FLORIDA PRESBYTERIAN HOMES, INC. BELIEVES IN AND IS COMMITTED TO HONORING EACH PERSON'S DIGNITY, RIGHTS, SELF-RESPECT AND INDEPENDENCE. FLORIDA PRESBYTERIAN HOMES, 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 WESTMINSTER RETIREMENT COMMUNITIES, INC. FORM 990, PAGE 6, PART VI, LINE 7A WESTMINSTER RETIREMENT COMMUNITIES, INC. MAY ELECT ONE OR MORE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 7B WESTMINSTER 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. FORM 990, PART XI, LINE 9 NET ASSETS RELEASED FROM RESTRICTION -60,814 ASBURY ARMS NORTH INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 593486188 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false ASBURY ARMS INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 237070334 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false COLLEGE ARMS TOWERS INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 237025116 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false GATEWAY TERRACE INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 591163698 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false GEORGIA BELLE APARTMENTS INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 591300852 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false JEFFERSON CENTER INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 596169729 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMUNITIES INC false LOUTTIT MANOR INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 591163560 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false MAGNOLIA TOWERS INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 591115878 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false PALM SHORES RETIREMENT COMM INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 583725912 HOME AGED FL 501C3 10 PRESBYTERI AN RETIREMENT COMMUNITIES INC false PENSACOLA RETIREMENT VILLAGE 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 591802496 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false PRESBYTERIAN RETIREMENT COMM INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 590931267 HOME AGED FL 501C3 10 NA false RIVERSIDE PRESBYTERIAN APARTMENTS 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 596196718 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false RIVERSIDE PRESBYTERIAN HOUSE INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 591361949 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false SUNCOAST MANOR FOUNDATION INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 593671288 HUD COMM FL 501C3 12A WESTMINSTE R RETIREMENT COMMUNITIES INC false SUNCOAST MANOR RETIREMENT COMM INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 590991279 HOME AGED FL 501C3 10 PRESBYTERI AN RETIREMENT COMMUNITIES INC false WESLEY MANOR INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 590872675 HOME AGED FL 501C3 10 PRESBYTERI AN RETIREMENT COMMUNITIES INC false WESTMINSTER ASBURY EAST INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 352393493 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false WESTMINSTER FOUNDATION III INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 383842959 HUD COMM FL 501C3 10 NA false WESTMINSTER PINES INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 593725902 HOME AGED FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false WESTMINSTER RETIRE COMM FOUNDATION 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 237414048 PUBFOUNDAT FL 501C3 12A WESTMINSTE R RETIREMENT COMMUNITIES INC false WESTMINSTER RETIREMENT COMM INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 311682149 PARENT CO. FL 501C3 12A NA false WESTMINSTER SENIOR SERVICES INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 593725901 SENIOR SVC FL 501C3 10 NA false WESTMINSTER SERVICES INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 593614812 MANAGEMENT FL 501C3 12A WESTMINSTE R RETIREMENT COMMUNITIES INC false WESTMINSTER SHORES INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 590714826 HOME AGED FL 501C3 10 PRESBYTERI AN RETIREMENT COMMUNITIES INC false WHITE SANDS MANOR INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 591998019 HUD COMM FL 501C3 10 WESTMINSTE R RETIREMENT COMMUNITIES INC false false false true false false false false false false false false false true false false false true false false