WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY INC Charity Report

Public IRS 990 nonprofit record

WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY INC

EIN 52-1654803 · Human Services (P750)

What they do

THE FILING ORGANIZATION ADHERES to ITS PARENTS MISSION AS STATED: WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC. WILL EXCEL IN PROVIDING DISTINCTIVE and SUSTAINABLE RESIDENTIAL SETTINGS WHERE ACTIVE SENIORS LIVE IN VIBRANT, CARING, and SPIRITUALLY RICH COMMUNITIES, and WHERE THEY CAN RELY ON CONTINUING WELLNESS and HEALTHCARE SERVICES for THEMSELVES and THEIR NEIGHBORS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $85.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders24 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

89.55%of revenue went to mission work85.3% of expenses · Program services

$105.03spent for every $100 of revenueSpending was higher than revenue this year.

15.48%of revenue went to management and office costs14.7% of expenses

$2.48in assets for every $1 spent this yearSome assets cannot be spent right away.

2.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $1,538,192 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $232,134 for KERA WOOTEN (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$30,552,489

Mission workProgram services$27,361,03089.55% of revenue85.3% of expenses

ManagementOffice and general costs$4,729,65115.48% of revenue14.7% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$32,090,681105.03% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 85.3% mission · 14.7% management · 0.0% fundraisingTotal expenses: 105.03% of revenue

2023Expense mix: 83.8% mission · 16.2% management · 0.0% fundraisingTotal expenses: 108.56% of revenue

2022Expense mix: 83.4% mission · 16.6% management · 0.0% fundraisingTotal expenses: 108.04% of revenue

2021Expense mix: 81.5% mission · 18.5% management · 0.0% fundraisingTotal expenses: 102.63% of revenue

2020Expense mix: 76.6% mission · 23.4% management · 0.0% fundraisingTotal expenses: 104.84% of revenue

2019Expense mix: 80.6% mission · 19.4% management · 0.0% fundraisingTotal expenses: 97.27% of revenue

2018Expense mix: 82.8% mission · 17.2% management · 0.0% fundraisingTotal expenses: 90.57% of revenue

2017Expense mix: 85.5% mission · 14.5% management · 0.0% fundraisingTotal expenses: 85.20% of revenue

Money in and money out

Revenue$30,552,489

Expenses$32,090,681

Annual shortfall $1,538,192 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$27,361,030 · 85.3% of expenses

Management and office costs$4,729,651 · 14.7% of expenses

See all reported dollar amounts

Revenue$30,552,489

Expenses$32,090,681

Assets$79,557,913

Income$32,030,104

Contributions$638,104

Mission work (program services)$27,361,030

Grants given$1,340,349

Average grant$167,544

Management and general$4,729,651

Stocks and bonds$17,617,210

Accounting fees$48,857

Investing fees$29,536

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

KERA WOOTENEXECUTIVE DIRECTOR · 40 hrs/week $232,134Base $215,680 · Other $16,454

ADRIANE OLIVERADMINISTRATOR · 40 hrs/week $165,128Base $153,590 · Other $11,538

FOSTER FREMPONGSUPERVISOR - HOURLY · 40 hrs/week $146,062Base $115,666 · Other $30,396

ISATU SESAYSUPERVISOR - HOURLY · 40 hrs/week $141,835Base $137,185 · Other $4,650

DAVID LANEDIRECTOR · 40 hrs/week $137,895Base $105,335 · Other $32,560

DANIEL ARNOLDDIRECTOR · 40 hrs/week $132,228Base $113,092 · Other $19,136

DOUGLAS MYERSPRESIDENT/CEO · 8 hrs/week $38,358Base · Other $38,358

LYNN OCONNORPRESIDENT/CEO · 8 hrs/week $36,488Base · Other $36,488

TRACI ALLEYCHIEF HR OFFICER · 8 hrs/week $23,832Base · Other $23,832

DUSANKA DELOVSKA-TRAJKOVACHIEF INFORMATION OFFICER · 8 hrs/week $20,299Base · Other $20,299

CHRISTINE PODLESCOO · 8 hrs/week $10,430Base · Other $10,430

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (24)

KERA WOOTENEXECUTIVE DIRECTOR

ADRIANE OLIVERADMINISTRATOR

FOSTER FREMPONGSUPERVISOR - HOURLY

ISATU SESAYSUPERVISOR - HOURLY

DAVID LANEDIRECTOR

DANIEL ARNOLDDIRECTOR

DOUGLAS MYERSPRESIDENT/CEO

LYNN OCONNORPRESIDENT/CEO

TRACI ALLEYCHIEF HR OFFICER

DUSANKA DELOVSKA-TRAJKOVACHIEF INFORMATION OFFICER

CHRISTINE PODLESCOO

JAMES SPENCERCFO & CHIEF GROWTH OFFICER

JAY NEWTON-SMALLDIRECTOR

JENNIFER CHANDLER HAUGESECRETARY

JOHN KREUTZERDIRECTOR

HOWARD GLECKMANDIRECTOR

GREGG JOHNSONDIRECTOR

NANCY KUHNCHAIR

PEGGY CECCHINEDIRECTOR

PHILLIP MAGIDSONDIRECTOR

RUTH KATZDIRECTOR

SALLY COXDIRECTOR

STEVEN WAGNERVICE CHAIR

DALE CLARKDIRECTOR

About this charity

Recognized since: January 1990
Location: 12191 CLIPPER DRIVE, LAKE RIDGE, VA 22192-2237
County: Montgomery
In care of: % PAYROLL DEPARTMENT
Primary officer: LYNN OCONNOR, PRESIDENT/CEO

How to reach them

WebsiteVisit the charity’s website Phone(703) 496-3400

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: BAKER TILLY ADVISORY GROUP LP
NTEE classification: Human Services (P750)
Grant-giving organization: Yes