2024-09-09T13:36:05-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-01-01 474127765 INGLESIDE AT HOME INC INGL 3014072030 2275 RESEARCH BLVD 450 ROCKVILLE MD 20850 JAMES SPENCER CHIEF FINANCIAL OFFICER 3014072030 2024-09-09 1 0 X KERRI N BOGDA CPA P00760402 7177404863 2024-09-09 2023 2024-08-08 14:25:15Z JAMES SPENCER 2275 RESEARCH BLVD 450 ROCKVILLE MD 20850 2660855 0 X WWW.INGLESIDEATHOME.ORG X 2015 DC FOSTER CLIENTS' INDEPENDENCE PROVIDING QUALITY, TRUSTED, AND CUSTOMIZED SERVICES IN THEIR HOMES. 14 14 106 13 0 0 0 0 2305825 2660855 0 0 0 0 2305825 2660855 0 0 0 0 1807915 2011376 0 0 0 444509 850703 2252424 2862079 53401 -201224 872571 1286860 1652205 2267718 -779634 -980858 X INGLESIDE AT HOME FOSTERS OUR CLIENTS' ABILITY TO THRIVE AND BE INDEPENDENT BY PROVIDING HIGH QUALITY, TRUSTED, AND CUSTOMIZED SERVICES IN THE COMFORT OF THEIR OWN HOMES. 0 0 1865568 0 2660855 INGLESIDE AT HOME IS A MEMBER OF THE INGLESIDE SYSTEM, WHICH ALSO INCLUDES THE HIGHLY RESPECTED CONTINUING CARE RETIREMENT COMMUNITIES OF INGLESIDE AT ROCK CREEK, WESTMINSTER AT LAKE RIDGE AND INGLESIDE AT KING FARM, AS WELL AS THE WESTMINSTER INGLESIDE FOUNDATION.INGLESIDE AT HOME BEGAN IN 2013 AS A WAY TO SUPPORT THE RESIDENTS OF WESTMINSTER AT LAKE RIDGE THROUGH HOME CARE SERVICES. THE EXTENSION OF HOME AND COMMUNITY-BASED SERVICES TO THE DISTRICT OF COLUMBIA AND IN-HOME CARE SERVICES TO NORTHERN VIRGINIA AND SUBURBAN MARYLAND GREW OUT OF OUR MISSION TO SHARE OUR EXPERTISE IN SENIOR CARE WITH THE GREATER COMMUNITY.WHEN YOU ENGAGE A CAREGIVER FROM INGLESIDE AT HOME, YOU CAN BE SURE THAT YOU ARE RECEIVING THE HIGHEST QUALITY SERVICES, BASED ON EXPERIENCE, ONGOING TRAINING AND COMMITMENT TO THE WELL-BEING OF EACH CLIENT. OUR COMPANY'S FINANCIAL SECURITY AND NOT-FOR-PROFIT STATUS PROVIDE AN ADDITIONAL MEASURE OF TRUST AND PEACE OF MIND. 1865568 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 106 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 VA MD X AMANDA MASSETTI CONTROLLER 3014072067 2275 RESEARCH BLVD SUITE 450 ROCKVILLE MD 20850 NANCY KUHN CHAIR 1.20 4.80 X X 0 0 0 STEVEN WAGNER VICE CHAIR 0.80 3.20 X X 0 0 0 JENNIFER CHANDLER HAUGE SECRETARY 1.20 4.80 X X 0 0 0 PEGGY CECCHINE DIRECTOR 0.80 4.00 X 0 0 0 SALLY COX DIRECTOR 0.80 3.20 X 0 0 0 HOWARD GLECKMAN DIRECTOR 0.80 3.20 X 0 0 0 GREGG JOHNSON DIRECTOR 0.80 3.20 X 0 0 0 RUTH KATZ DIRECTOR 0.80 3.20 X 0 0 0 JOHN KREUTZER DIRECTOR 0.80 3.20 X 0 0 0 PHILLIP MAGIDSON DIRECTOR 0.80 3.20 X 0 0 0 JAY NEWTON-SMALL DIRECTOR 0.80 3.20 X 0 0 0 DENIS VON KAEPPLER DIRECTOR 0.80 3.20 X 0 0 0 JANET KELLEY DIRECTOR 0.80 4.20 X 0 0 0 ROBYN STONE DIRECTOR (UNTIL 01/23) 0.80 3.20 X 0 0 0 BRUCE BARTELS IMMEDIDATE PAST CHAIR 0.80 3.20 X X 0 0 0 LYNN O'CONNOR PRESIDENT/CEO 8.00 47.00 X 0 595433 37262 TRACI ALLEY CHIEF HR OFFICER 8.00 47.00 X 0 320899 14904 CHRISTINE PODLES COO 8.00 47.00 X 0 333861 11348 DUSANKA DELOVSKA-TRAKOVA CIO 8.00 47.00 X 0 284108 11653 JENNIFER SARGENT VP HUMAN RESOURCES 5.00 35.00 X 0 161373 14870 KATHLEEN AMMIRATI EXECUTIVE DIRECTOR 40.00 0.00 X 148420 0 12748 148420 1695674 102785 1 0 1 0 SMITHLIFE HOMECARE PO BOX 2058 GARNER NC 27529 TEMPORARY NURSING STAFF 106382 1 RESIDENT REVENUE 623000 2660855 2660855 2660855 2660855 2660855 0 0 X 1783164 1514860 268304 9679 6138 3541 58556 41337 17219 159977 112462 47515 139695 139695 9500 9500 389318 72098 317220 2421 2421 7001 6622 379 16378 16230 148 25341 25341 11785 11785 70749 70749 7337 7337 26437 26437 ERC FEES 92020 92020 BAD DEBT EXPENSE 22497 22497 LICENSE, FEES, & DUES 16488 4628 11860 NEW EMPLOYEE EXPENSE 8737 8737 4999 1949 3050 2862079 1865568 996511 0 360229 780143 476886 462592 16451 9468 44646 23128 19005 21518 13139 872571 1286860 109108 223602 1543097 2044116 1652205 2267718 X -779634 -980858 -779634 -980858 872571 1286860 -201224 0 X 0 1 X 1 0 X 184728 184728 828862 1596676 2113402 2305825 2660855 9505620 828862 1781404 2113402 2305825 2660855 9690348 0 0 0 9690348 475 475 829337 1781404 2113402 2305825 2660855 9690823 1.00000 0.99990 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: COURSE FEES - 2019 AMOUNT: $ 475. 37720 23128 14592 6926 6926 21518 DUE TO AFFILIATES 1375606 REFUNDABLE ADVANCES 668510 2044116 X 2660855 0 2660855 0 2660855 2862079 0 2862079 0 2862079 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARD FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE STANDARD ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES AND DISCLOSURE. MANAGEMENT HAS DETERMINED THAT THIS STANDARD DOES NOT HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. 0 1 0 0 0 0 0 1 0 LYNN O'CONNOR PRESIDENT/CEO 0 461132 0 134301 0 0 0 32114 0 5148 0 632695 0 0 CHRISTINE PODLES COO 0 312836 0 21025 0 0 0 9150 0 2198 0 345209 0 0 TRACI ALLEY CHIEF HR OFFICER 0 267149 0 53750 0 0 0 7463 0 7441 0 335803 0 0 DUSANKA DELOVSKA-TRAKOVA CIO 0 233123 0 50985 0 0 0 3105 0 8548 0 295761 0 0 JENNIFER SARGENT VP HUMAN RESOURCES 0 144456 0 16917 0 0 0 2637 0 12233 0 176243 0 0 KATHLEEN AMMIRATI EXECUTIVE DIRECTOR 128999 0 19313 0 108 0 0 0 12748 0 161168 0 0 0 PART I, LINE 3 THE CEO AND KEY EMPLOYEES ARE PAID BY A RELATED ORGANIZATION. COMPENSATION IS DETERMINED BY A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEYS OR STUDIES, AND APPROVAL BY THE BOARD'S COMPENSATION COMMITTEE. PART I, LINE 4B LYNN O'CONNOR PARTICIPATED IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR WHICH $22,964 WAS CONTRIBUTED IN 2023. PART I, LINE 7 EXECUTIVE LYNN O'CONNOR, THE PRESIDENT AND CEO, CAN RECEIVE A BONUS AT THE DISCRETION OF THE BOARD OF DIRECTORS. THE BONUS IS BASED ON SET GOALS SUCH AS THE COMMUNITIES ACHIEVING THEIR BOND COVENANTS. OTHER OFFICERS AND KEY EMPLOYEES CAN ALSO RECEIVE BONUSES BASED UPON A SIMILAR SET OF GOALS. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD DELEGATES AUTHORITY TO THE EXECUTIVE COMMITTEE WHICH IS COMPRISED OF THE CHAIR AND TWO OR MORE MEMBERS OF THE BOARD. THE EXECUTIVE COMMITTEE, TO THE EXTENT CONSISTENT WITH LAW AND ANY RESOLUTIONS ADOPTED BY THE BOARD, MAY EXERCISE THE AUTHORITY OF THE BOARD BETWEEN MEETINGS OF THE BOARD AS DELEGATED BY THE BOARD AS NECESSARY TO PROMOTE PROMPT, EFFICIENT ACTION. FORM 990, PART VI, SECTION A, LINE 6 WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES, INC. (45-3825159) IS THE SOLE MEMBER OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF THE PARENT, WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES, INC. (45-3825159), HOLDS THE POWER TO ELECT, APPOINT, AND REMOVE MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES, INC., THE PARENT ORGANIZATION, HAS THE POWER TO ACT ON BEHALF OF THE ORGANIZATION AS WELL AS THE POWER TO DEFINE THE MISSION, POLICIES, AND RETAINING, EVALUATING, AND SETTING COMPENSATION FOR THE PRESIDENT/CEO. THE AUTHORITY FOR SETTING THE COMPENSATION FOR THE PRESIDENT/CEO RESTS WITH THE EXECUTIVE COMMITTEE OF THE PARENT ORGANIZATION'S BOARD. IT ALSO HAS THE RIGHT TO DELEGATE ANY OF ITS POWERS TO THE OFFICERS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE INITIAL REVIEW IS PERFORMED BY THE PRESIDENT, CHIEF FINANCIAL OFFICER, AND CONTROLLER. ONCE THE MANAGEMENT TEAM APPROVES THE DRAFT, ALL BOARD MEMBERS RECEIVE A COPY OF THE RETURN FOR REVIEW. BOARD MEMBERS MAY DISCUSS CORRECTIONS, REVISIONS, AND QUESTIONS WITH MANAGEMENT. SUBSEQUENT TO BOARD REVIEW, THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE WRITTEN CONFLICT OF INTEREST POLICY STATES THAT DIRECTORS, OFFICERS, AND ALL EMPLOYEES ANNUALLY, OR AT ANY TIME THAT A SITUATION ARISES, DECLARE CONFLICTS OF INTEREST. NOT ONLY ACTUAL CONFLICTS BUT TRANSACTIONS FROM WHICH A CONFLICT MAY APPEAR TO EXIST ARE TO BE DISCLOSED TO THE BOARD CHAIR OR THE FOUNDATION DIRECTOR. THE BOARD CHAIRMAN, DIRECTOR, AND PRESIDENT/CEO OF THE ORGANIZATION MONITOR CONFLICT DISCLOSURES. ANY DIRECTOR OR OFFICER FOR WHICH A CONFLICT MAY BE INVOLVED IS EXPECTED TO REMAIN REMOVED FROM ANY DISCUSSIONS OR DECISION-MAKING RELATED TO THE CONFLICT. BUSINESS AND FAMILY RELATIONSHIPS ARE SPECIFICALLY MENTIONED IN THE CONFLICT OF INTEREST STATEMENT AS PART OF THE DUE DILIGENCE THE ORGANIZATION FOLLOWS TO ENSURE CONFLICTS ARE HANDLED IN AN ETHICAL MANNER. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE ORGANIZATIONS' GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE KEPT IN THE LIBRARIES AT EACH COMMUNITY. THE DOCUMENTS ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 72,098. MANAGEMENT AND GENERAL EXPENSES 317,220. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 389,318. INGLESIDE PRESBYTERIAN RETIREMENT COMMUNITY 3050 MILITARY ROAD WASHINGTON DC 20015 530128590 RESIDENTIAL HEALTH CARE DC 501(C)(3) LINE 10 WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC 0 WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY 12191 CLIPPER DRIVE LAKE RIDGE VA 22192 530128590 RESIDENTIAL HEALTH CARE VA 501(C)(3) LINE 10 WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC 0 KING FARM RETIREMENT COMMUNITY 701 KING FARM BLVD ROCKVILLE MD 20850 202004162 RESIDENTIAL HEALTH CARE MD 501(C)(3) LINE 10 WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC 0 WESTMINSTER INGLESIDE KING FARM RETIREMENT COMMUNITIES INC 2275 RESEARCH BLVD STE 450 ROCKVILLE MD 20850 453825159 SUPPORTING ORGANIZATION DC 501(C)(3) LINE 12B, II N/A 0 WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION 2275 RESEARCH BLVD STE 450 ROCKVILLE MD 20850 541949766 SUPPORTING ORGANIZATION DC 501(C)(3) LINE 12A, I WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC 0 THE WESTMINSTER INGLESIDE GROUP LLC 2275 RESEARCH BLVD STE 450 ROCKVILLE MD 20850 474479605 MANAGEMENT SVC. DE N/A C 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0