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 583725912 PALM SHORES RETIREMENT COMMUNITY INC PALM 4078395050 80 W 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 19366840 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. PALM SHORES RETIREMENT COMMUNITY, INC. IS COMMITTED TO A PROGRAM OF STEWARDSHIP THAT RECOGNIZES ITS RESPONSIBILITY TO USE ITS RESOURCES WELL. 7 3 166 181 0 75949 56717 16610727 16043252 -23511 558230 64415 16663165 16722614 0 0 6762626 6517678 0 76713 9717954 9546561 16480580 16064239 182585 658375 39523408 53157819 26519722 39681250 13003686 13476569 X 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. false false 12944080 16043252 HOME FOR THE AGED THAT PROVIDES HOUSING, DINING, HEALTH CARE AND OTHER SERVICES FOR OLDER ADULTS AND PERSONS WITH SPECIAL NEEDS. OVER 200 CLIENTS WERE SERVED. 12944080 true true false false false false false false false false true false 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 90 0 true 166 true false false false false false false false false false false false false false false X 7 3 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 CEO/PRESIDEN 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/EXEC VP 40.00 X 0 648336 32799 JENNIFER MARTENS CFO/TREASUR/ 40.00 X X 0 275285 26215 MEGAN FAUBEL SECRETARY 0.25 X 0 0 0 PAMELA ADAMS DIRECTOR OF 40.00 X 170575 0 10811 ALPHONSE JOHNSON DIRECTOR OF 40.00 X 162545 0 6282 MICHELLE MONTIEL HUMAN RESOUR 40.00 X 121431 0 14523 HOLLIE MCAULIFFE DINING SERVI 40.00 X 111272 0 11837 565823 2782700 168197 4 false true false KHS&S CONTRACTORS INC 5422 BAY CENTER DR 200 TAMPA FL 33609 CONTRACTOR 4859694 WESTMINSTER SERVICES INC 80 W LUCERNE CIRCLE ORLANDO FL 32801 MANAGEMENT SERV 958920 AVID SERVICES INC 2220 EAGLE BLUFF DR VALRICO FL 33596 AIR QUALITY 928256 MARK COOK BUILDERS INC 511 N CANAL STREET LEESBURG FL 34748 BUILDERS 699361 MCNATT PLUMBING COMPANY INC 5800 E BROADWAY AVE TAMPA FL 33619 PLUMBING 617384 7 56717 56717 MONTHLY FEES 623000 13550201 13550201 EARNED ENTRANCE FEE 623000 2391190 2391190 OTHER 623990 101861 101861 16043252 176342 176342 3026114 2644226 381888 381888 381888 GAIN/LOSS ON BOND REFUNDING 900099 64415 64415 64415 16722614 16107667 558230 5462814 4353709 1109105 146599 102931 43668 508290 496328 11962 399975 318146 81829 958920 230141 652066 76713 6319 6319 18508 18508 188011 188011 43217 43217 962323 962323 12996 12996 8609 3680 4929 134741 134741 2239296 2239296 273377 273377 NATURAL DISASTERS 1163733 1163733 OUTSIDE SERVICE CONTRACTS 1107888 1107888 FOOD 547616 547616 TAXES & LICENSES M&G 345611 345611 1535396 1283548 251848 16064239 12944080 3043446 76713 214525 190330 312166 295743 282821 190512 1140028 2105817 58582 61434 41623 12763 48319412 19674411 21628594 28645001 3220321 2604489 12624748 19051730 39523408 53157819 2067542 2150277 14786781 9207240 8428282 20245232 1237117 8078501 26519722 39681250 X 12701992 13146754 301694 329815 13003686 13476569 39523408 53157819 658375 -162067 -23425 X false true X true false X 50753 23543 62673 75949 56717 269635 14205068 15874302 16195291 16610727 16107667 78993055 14255821 15897845 16257964 16686676 16164384 79262690 79262690 103958 93704 120366 173249 176342 667619 103958 93704 120366 173249 176342 667619 14359779 15991549 16378330 16859925 16340726 79930309 0.99160 0.99240 0.01000 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1290540 1290540 36471931 15346041 21125890 10556941 4328370 6228571 28645001 RESERVE RESTRICTED BY BOND REQUIREME 9013364 ADVANCES TO AFFILIATES 4712543 RESERVE RESTRICTED BY STATUTORY REQU 4544607 BENEFICIAL INTEREST IN NET ASSETS OF 465383 WAIT LIST DEPOSITS 157250 CONTRACT ACQUISITION COSTS 145207 DEPOSIT 13376 19051730 CONTRACTUAL REFUND OBLIGATION 5888744 ESTATE PRESERVATION REFUND LIABILITY 1058279 REFUNDABLE ENTRANCE FEES 931228 WAIT LIST AND RENTAL DEPOSITS 200250 8078501 false false false false false false false false false TERENCE ROGERS CEO/PRESIDENT 414691 74997 686695 25039 8558 1209980 HENRY T KEITH CEO/PRESIDENT 515926 126586 40184 21221 10912 714829 GARRY HENNIS COO/EXEC VP 505354 112026 30956 21887 10912 681135 JENNIFER MARTENS CFO/TREASUR/EXEC VP 218332 32058 24895 13709 12506 301500 PAMELA ADAMS DIRECTOR OF SALES 95670 33800 41105 2549 8262 181386 ALPHONSE JOHNSON DIRECTOR OF NURSING 134926 4500 23119 4782 1500 168827 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 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 B 2024 ORANGE COUNTY HEALTH FACILITIE AUTHORITY REVENUE BONDS 521378595 6845OLJC0 2024-09-01 12149468 PROCEEDS WERE USED TO (I) FULLY REFUND THE OUTSTANDING ORANGE COUNTY HEALTH FACILITIES AUTHORITY SER false false false A 5000000 70034 55539 3248484 1175113 true false true true B 12083818 83095 147529 6569609 false false false false 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 false false false false false true A true B true 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 2024 ORANGE COUNTY HEALTH FACILITIES PROCEEDS WERE USED TO (I) FULLY REFUND THE OUTSTANDING ORANGE COUNTY HEALTH FACILITIES AUTHORITY SERIES 2014 BONDS TO ACHIEVE DEBT SERVICE SAVINGS, AND (II) FINANCE OR REIMBURSE THE COSTS OF INFRASTRUCTURE REPLACEMENTS, UPDATES, AND OTHER CAPITAL IMPROVEMENTS AT THE ORGANIZATION'S CONTINUING CARE RETIREMENT COMMUNITY FACILITIES. DATE REBATE COMPUTATION PERFORMED 2020A ST. JOHNS COUNTY INDUSTRIAL 10/27/21 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 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. 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 FLORIDA PRESBYTERIAN HOMES INC 80 WEST LUCERNE CIRCLE ORLANDO FL 32801 590760207 HOME AGED 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 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 true true false false