2025-11-04T13:20:32-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 474127765 INGLESIDE AT HOME INC INGL 3014072030 702 KING FARM BLVD STE 510 ROCKVILLE MD 20850 LYNN O'CONNOR PRESIDENT/CEO 3014072030 2025-10-04 1 0 X KERRI N BOGDA P00760402 7177404863 2025-10-04 2024 2025-03-06 01:10:19Z X LYNN O'CONNOR 702 KING FARM BLVD STE 510 ROCKVILLE MD 20850 1958637 0 X WWW.INGLESIDEONLINE.ORG X 2015 DC FOSTER CLIENTS' INDEPENDENCE PROVIDING QUALITY, TRUSTED, AND CUSTOMIZED SERVICES IN THEIR HOMES. X 11 11 91 11 0 0 0 0 2660855 1629731 0 319717 0 0 2660855 1949448 0 0 0 0 2011376 1156301 0 0 0 850703 795791 2862079 1952092 -201224 -2644 1286860 1061976 2267718 2045478 -980858 -983502 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 1 1131640 1629731 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. 1131640 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 24 0 91 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 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 702 KING FARM BLVD STE 510 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 LYNN O'CONNOR PRESIDENT/CEO 8.00 47.00 X 0 638176 36488 DOUGLAS MYERS PRESIDENT/CEO 8.00 47.00 X 0 410497 38358 CHRISTINE PODLES CHIEF OPERATING OFFICER 8.00 47.00 X 0 333731 10430 TRACI ALLEY CHIEF HR OFFICER 8.00 47.00 X 0 325167 23832 DUSANKA DELOVSKA-TRAJKOVA CHIEF INFORMATION OFFICER 8.00 47.00 X 0 259452 20299 JAMES SPENCER CFO & CHIEF GROWTH OFFICER 8.00 47.00 X 0 614084 0 0 2581107 129407 0 0 1 0 SMITHLIFE HOMECARE PO BOX 2058 GARNER NC 27529 TEMPORARY NURSING STAFF 304173 1 RESIDENT REVENUE 623000 1629731 1629731 1629731 28906 28906 300000 9189 290811 290811 290811 1949448 1629731 0 319717 X 1034097 933647 100450 7537 5117 2420 25166 20464 4702 89501 65623 23878 99853 99853 80732 80732 12642 12642 449277 21627 427650 705 705 8476 5847 2629 17519 18469 -950 13989 13989 1390 1390 3997 3997 32763 32763 5849 5849 31357 31357 LICENSE, FEES, & DUES 16367 3118 13249 NEW EMPLOYEE EXPENSE 15718 15718 EMPLOYEE RECOGNITION 2844 1214 1630 MISCELLANEOUS 1299 465 834 1014 1014 1952092 1131640 820452 0 780143 34062 462592 288501 9468 35518 20184 13705 21518 6479 13139 697416 1286860 1061976 223602 3066 2044116 2042412 2267718 2045478 X -980858 -983502 -980858 -983502 1286860 1061976 -2644 0 X 0 1 X 1 0 X 184728 184728 1596676 2113402 2305825 2660855 1629731 10306489 1781404 2113402 2305825 2660855 1629731 10491217 0 0 0 10491217 28906 28906 28906 28906 1781404 2113402 2305825 2660855 1658637 10520123 0.99730 1.00000 0.00270 X 13258 13258 0 6926 447 6479 6479 DUE TO AFFILIATES 1373902 REFUNDABLE ADVANCES 668510 2042412 X 1949448 0 1949448 0 1949448 1952092 0 1952092 0 1952092 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 473150 0 165000 0 26 0 32108 0 4380 0 674664 0 0 JAMES SPENCER CFO & CHIEF GROWTH OFFICER 0 437500 0 169946 0 6638 0 0 0 0 0 614084 0 0 DOUGLAS MYERS PRESIDENT/CEO 0 323620 0 86851 0 26 0 9150 0 29208 0 448855 0 0 TRACI ALLEY CHIEF HR OFFICER 0 241146 0 83995 0 26 0 8993 0 14839 0 348999 0 0 CHRISTINE PODLES CHIEF OPERATING OFFICER 0 270631 0 63074 0 26 0 9150 0 1280 0 344161 0 0 DUSANKA DELOVSKA-TRAJKOVA CHIEF INFORMATION OFFICER 0 188073 0 71379 0 0 0 3800 0 16499 0 279751 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 $22,958 WAS CONTRIBUTED IN 2024. 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. COVENANT NOT TO COMPETE 2024-08-01 300000 VALUATION AT TIME OF SALE 993683618 SUMMER HEALTH INC 201 RUSSELL AVENUE GAITHERSBURG MD 20877 0 1 0 0 PART II, LINE 2E: PERSON(S) INVOLVED: DENISE DAGDAGAN PART II, LINE 2E: EXPLANATION OF INVOLVEMENT: DENISE DAGDAGAN SERVED AS DIRECTOR OF OPERATIONS FOR INGLESIDE AT HOME FROM JULY 2019 THROUGH JULY 31, 2024. ON AUGUST 1, 2024, DENISE TRANSITIONED TO THE ROLE OF CHIEF OF OPERATIONS AT INTERIM FOLLOWING THE SALE OF INGLESIDE AT HOME TO SUMMER HEALTH, LLC. FORM 990, PART III, LINE 3 UNTIL JULY 31, 2024, INGLESIDE AT HOME ("IAH"), WAS SOLELY OWNED BY WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES, INC. ('INGLESIDE"). ON AUGUST 1, 2024, IAH SOLD SUBSTANTIALLY ALL ITS ASSETS TO SUMMER HEALTH, LLC ("SHL"). SHL, A FRANCHISE OF INTERIM HEALTHCARE, CONTINUES TO DELIVER THE SERVICES PREVIOUSLY DELIVERED BY IAH AND OPERATES UNDER THE NAME INGLESIDE AT HOME BY INTERIM. IAH CONTINUES TO EXIST AS THE LICENSE HOLDER OF THE WASHINGTON DC HOME CARE LICENSE AND HAS A MANAGEMENT AGREEMENT WITH SHL FOR USE OF THE LICENSE. IAH ALSO HAS A LICENSING AGREEMENT WITH SHL, WHICH INCLUDES 12 GUARANTEED PAYMENTS OVER A 12-QUARTER PERIOD FOLLOWED BY A 2% OF COLLECTED GROSS REVENUE LICENSING FEE. FORM 990, PART VI, SECTION A, LINE 1A AT TIMES, THE BOARD WILL DELEGATE AUTHORITY TO THE EXECUTIVE COMMITTEE, USUALLY IF THE BOARD IS UNABLE TO MEET AS A WHOLE. THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIR, VICE CHAIR, CHAIR EMERITUS, PRESIDENT/CEO, SECRETARY AND TREASURER. ALL ARE MEMBERS OF THE GOVERNING BODY. 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 21,627. MANAGEMENT AND GENERAL EXPENSES 427,650. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 449,277. 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 702 KING FARM BLVD STE 510 ROCKVILLE MD 20850 453825159 SUPPORTING ORGANIZATION VA 501(C)(3) LINE 12B, II N/A 0 WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION 702 KING FARM BLVD STE 510 ROCKVILLE MD 20850 541949766 SUPPORTING ORGANIZATION VA 501(C)(3) LINE 12A, I WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC 0 THE WESTMINSTER INGLESIDE GROUP LLC 702 KING FARM BLVD STE 510 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