Nonprofit · EIN 45-3825159
WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIE
Also known as WESTMINSTER INGLESIDE SERVICE CORPO
Tax-exempt · ROCKVILLE, MD 20850
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $8,171,446 | $7,995,892 | $175,554 | $5,218,474 | $4,060,218 | $1,158,256 |
| December 31, 2023 | 990 | $7,232,307 | $6,329,231 | $903,076 | $4,940,848 | $3,970,994 | $969,854 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $8,110,047
- Investment income
- $73,110
- Other revenue
- -$11,711
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $2,662,652
- Other salaries and wages
- $3,002,596
- Salaries, compensation and benefits (total)
- $6,551,421
- Professional fundraising fees
- $0
- Legal fees
- $175,075
- Accounting fees
- $31,158
- Travel
- $473
- Depreciation
- $258,904
- Program services (functional)
- $51,092
- Management and general (functional)
- $7,944,800
Balance sheet and other
- Total assets, start of year
- $4,940,848
- Total assets, end of year
- $5,218,474
- Total liabilities, end of year
- $4,060,218
- Net assets, end of year
- $1,158,256
- Land, buildings and equipment
- $84,246
- Publicly traded securities
- $938,365
- Net assets without donor restrictions
- $1,158,256
- Gross unrelated business income
- -$11,711
- Gross receipts
- $8,171,446
- Employees
- 47
- Volunteers
- 18
- Year formed
- 2011
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LYNN O'CONNOR | PRESIDENT/CEO Officer | 15 | $638,176 | $36,488 |
| JAMES SPENCER | CFO & CHIEF GROWTH OFFICER Officer | 15 | $614,084 | $0 |
| DOUGLAS MYERS | PRESIDENT/CEO Officer | 15 | $410,497 | $38,358 |
| TRACI ALLEY | CHIEF HR OFFICER Officer | 15 | $325,167 | $23,832 |
| CHRISTINE PODLES | COO Officer | 15 | $333,731 | $10,430 |
| DUSANKA DELOVSKA-TRAKOVA | CIO Officer | 15 | $259,452 | $20,299 |
| KRISTIN SHANKS | VICE PRESIDENT OF SALES Highest-paid employee | 15 | $247,637 | $16,779 |
| JENNIFER SARGENT | VP HUMAN RESOURCES Highest-paid employee | 1 | $178,837 | $31,828 |
| CHRISTEN MILSTEAD | VICE PRESIDENT OF MARKETING Highest-paid employee | 40 | $183,188 | $20,438 |
| AMANDA MASSETTI | CONTROLLER Highest-paid employee | 40 | $188,633 | $8,816 |
| LEEANN STEVENS | DIRECTOR Highest-paid employee | 40 | $156,059 | $4,881 |
| NANCY KUHN | CHAIR Trustee or director, Officer | 1.2 | $0 | $0 |
| STEVEN WAGNER | VICE CHAIR Trustee or director, Officer | 1.2 | $0 | $0 |
| JENNIFER CHANDLER HAUGE | SECRETARY Trustee or director, Officer | 1.2 | $0 | $0 |
| ROBERT BREMNER | DIRECTOR Trustee or director | 0.8 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DON BOARDMAN | DIRECTOR Trustee or director | 0.8 | $0 |
| PEGGY CECCHINE | DIRECTOR Trustee or director | 0.8 | $0 |
| DALE CLARK | DIRECTOR Trustee or director | 0.8 | $0 |
| SALLY COX | DIRECTOR Trustee or director | 0.8 | $0 |
| HOWARD GLECKMAN | DIRECTOR Trustee or director | 0.8 | $0 |
| GREGG JOHNSON | DIRECTOR Trustee or director | 0.8 | $0 |
| RUTH KATZ | DIRECTOR Trustee or director | 0.8 | $0 |
| JOHN KREUTZER | DIRECTOR Trustee or director | 0.8 | $0 |
| PHILLIP MAGIDSON | DIRECTOR Trustee or director | 0.8 | $0 |
| JAY NEWTON-SMALL | DIRECTOR Trustee or director | 0.8 | $0 |
990 for the year ended December 31, 2023: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LYNN O'CONNOR | PRESIDENT/CEO Officer | 15 | $595,433 | $37,262 |
| CHRISTINE PODLES | COO Officer | 15 | $333,861 | $11,348 |
| TRACI ALLEY | CHIEF HR OFFICER Officer | 15 | $320,899 | $14,904 |
| KRISTIN SHANKS | VICE PRESIDENT OF SALES Highest-paid employee | 15 | $310,332 | $14,444 |
| DUSANKA DELOVSKA-TRAKOVA | CIO Officer | 15 | $284,108 | $11,653 |
| AMANDA MASSETTI | CONTROLLER Highest-paid employee | 40 | $196,042 | $9,368 |
| CHRISTEN MILSTEAD | VICE PRESIDENT OF MARKETING Highest-paid employee | 40 | $162,282 | $14,899 |
| JENNIFER SARGENT | VP HUMAN RESOURCES Key employee | 1 | $161,373 | $14,870 |
| KENYA JEANLOUIS | DIRECTOR OF CLINICAL OPERATIONS Highest-paid employee | 40 | $139,267 | $11,350 |
| CODY CHRISTIAN | DIRECTOR OF ACCRED. AND QUALITY IMPROV. Highest-paid employee | 40 | $134,956 | $9,489 |
| NANCY KUHN | CHAIR Trustee or director, Officer | 1.2 | $0 | $0 |
| STEVEN WAGNER | VICE CHAIR Trustee or director, Officer | 1.2 | $0 | $0 |
| JENNIFER CHANDLER HAUGE | SECRETARY Trustee or director, Officer | 1.2 | $0 | $0 |
| ROBERT BREMNER | DIRECTOR Trustee or director | 0.8 | $0 | $0 |
| DON BOARDMAN | DIRECTOR Trustee or director | 0.8 | $0 | $0 |
| PEGGY CECCHINE | DIRECTOR Trustee or director | 0.8 | $0 | $0 |
| DALE CLARK | DIRECTOR Trustee or director | 0.8 | $0 | $0 |
| SALLY COX | DIRECTOR Trustee or director | 0.8 | $0 | $0 |
| HOWARD GLECKMAN | DIRECTOR Trustee or director | 0.8 | $0 | $0 |
| GREGG JOHNSON | DIRECTOR Trustee or director | 0.8 | $0 | $0 |
| RUTH KATZ | DIRECTOR Trustee or director | 0.8 | $0 | $0 |
| JOHN KREUTZER | DIRECTOR Trustee or director | 0.8 | $0 | $0 |
| PHILLIP MAGIDSON | DIRECTOR Trustee or director | 0.8 | $0 | $0 |
| JAY NEWTON-SMALL | DIRECTOR Trustee or director | 0.8 | $0 | $0 |
| ROBYN STONE | DIRECTOR (UNTIL 01/23) Trustee or director | 0.8 | $0 | $0 |
| DENIS VON KAEPPLER | DIRECTOR Trustee or director | 0.8 | $0 | $0 |
| ALICE BUHL | DIRECTOR Trustee or director | 0.8 | $0 | $0 |
| JANET KELLEY | DIRECTOR Trustee or director | 0.8 | $0 | $0 |
| BRUCE BARTELS | IMMEDIATE PAST CHAIR Trustee or director, Officer | 0.8 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 702 KING FARM BLVD, ROCKVILLE, MD 20850-6536
- In care of
- % PAYROLL DEPARTMENT
- Mailing address (990-N for 2013)
- 5121 BROAD BRANCH ROAD NW, WASHINGTON DC 20008
- Principal officer (990 for 2024)
- LYNN O'CONNOR, 702 KING FARM BLVD STE 510, ROCKVILLE, MD 20850
- Principal officer (990-N for 2013)
- LYNN O'S CONNOR, 5121 BROAD BRANCH ROAD NW, WASHINGTON DC 20008
- Signed the 990
- LYNN O'CONNOR, PRESIDENT/CEO
- Phone
- (301) 407-2030
- Website
- WWW.WESTMINSTERINGLESIDE.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
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.
Program accomplishments
- INGLESIDE IS AN ORGANIZATION OF PEOPLE IMBUED WITH A SPIRIT OF GIVING. AS THE NOT-FOR-PROFIT PARENT OF THE INGLESIDE SYSTEM OF AFFILIATES, WE LEAD INGLESIDE AT ROCK CREEK, WESTMINSTER AT LAKE RIDGE, AND INGLESIDE AT KING FARM, ALL OF WHICH ARE 501(C)(3) NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITIES.WE ALSO LEAD THE WESTMINSTER INGLESIDE FOUNDATION, A 501(C)(3) CHARITABLE GIVING FOUNDATION DEDICATED TO ENHANCING THE QUALITY OF LIFE FOR THE RESIDENTS OF OUR THREE INGLESIDE CONTINUING CARE RETIREMENT COMMUNITIES NOTED ABOVE. ALL OF OUR PROGRAMS AND SERVICES PROVIDE EXCEPTIONAL EXPERIENCES FOR THE OLDER ADULTS WE SERVE, AS WELL AS EMPLOYEES, VOLUNTEERS AND PARTNERS. OUR WORK IS A REFLECTION OF OUR VISION, MISSION AND VALUES.Expenses $51,092 · revenue $8,110,047
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 45-3825159
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III functionally integrated
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Crime and legal-related (I12)
- Assets (IRS master file)
- $5,218,474
- Income (IRS master file)
- $8,171,446
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $8,171,446 | $7,995,892 | $5,218,474 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $7,232,307 | $6,329,231 | $4,940,848 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $5,627,605 | $5,324,379 | $3,650,121 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2013 Officer: LYNN O'S CONNOR | December 31, 2013 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-3825159).
Questions about WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIE
- What is the EIN of WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIE?
- The employer identification number (EIN) of WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIE is 45-3825159.
- Is WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIE?
- The 990 for the year ended December 31, 2024 names LYNN O'CONNOR.
- Who are the officers and directors of WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIE?
- The 990 for the year ended December 31, 2024 lists 25 people; 11 received compensation from the organization, the highest $638,176 (LYNN O'CONNOR, PRESIDENT/CEO).
- How much revenue does WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $8,171,446, expenses of $7,995,892 and total assets of $5,218,474 at year end.
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