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Nonprofit · EIN 52-1654803

WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY INC

Tax-exempt · LAKE RIDGE, VA 22192

Financials

$29.4M$31.9M2023$30.6M$32.1M2024
Revenue Expenses · by fiscal year end
Financials of WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$30,552,489$32,090,681-$1,538,192$79,557,913$113,634,640-$34,076,727
December 31, 2023990$29,381,157$31,895,532-$2,514,375$83,091,369$116,147,098-$33,055,729
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$638,104
Program service revenue
$28,904,766
Investment income
$875,182
Net rental income
-$16,739
Net gain from sales of assets
$16,090
Tax-exempt bond proceeds
$78,317
Other revenue
$134,437

Expenses

Grants and similar amounts paid
$179,839
Compensation of officers, directors and key employees
$225,011
Other salaries and wages
$10,332,620
Salaries, compensation and benefits (total)
$12,400,633
Professional fundraising fees
$0
Legal fees
$79,444
Accounting fees
$48,857
Occupancy
$4,487,649
Depreciation
$5,977,009
Program services (functional)
$27,361,030
Management and general (functional)
$4,729,651

Balance sheet and other

Total assets, start of year
$83,091,369
Total assets, end of year
$79,557,913
Total liabilities, end of year
$113,634,640
Net assets, end of year
-$34,076,727
Land, buildings and equipment
$51,752,570
Publicly traded securities
$17,617,210
Net assets without donor restrictions
-$38,775,153
Net assets with donor restrictions
$4,698,426
Gross receipts
$32,030,104
Employees
317
Volunteers
288
Year formed
1993
State of legal domicile
VA

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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
LYNN O'CONNORPRESIDENT/CEO
Officer
8$0$638,176$36,488
JAMES SPENCERCFO & CHIEF GROWTH OFFICER
Officer
8$0$614,084$0
DOUGLAS MYERSPRESIDENT/CEO
Officer
8$0$410,497$38,358
TRACI ALLEYCHIEF HR OFFICER
Officer
8$0$325,168$23,832
CHRISTINE PODLESCOO
Officer
8$0$333,730$10,430
DUSANKA DELOVSKA-TRAJKOVACHIEF INFORMATION OFFICER
Officer
8$0$259,452$20,299
KERA WOOTENEXECUTIVE DIRECTOR
Key employee
40$215,680$0$16,454
ADRIANE OLIVERADMINISTRATOR
Highest-paid employee
40$153,590$0$11,538
FOSTER FREMPONGSUPERVISOR - HOURLY
Highest-paid employee
40$115,666$0$30,396
ISATU SESAYSUPERVISOR - HOURLY
Highest-paid employee
40$137,185$0$4,650
DAVID LANEDIRECTOR
Highest-paid employee
40$105,335$0$32,560
DANIEL ARNOLDDIRECTOR
Highest-paid employee
40$113,092$0$19,136
NANCY KUHNCHAIR
Trustee or director, Officer
1.2$0$0$0
STEVEN WAGNERVICE CHAIR
Trustee or director, Officer
1.2$0$0$0
JENNIFER CHANDLER HAUGESECRETARY
Trustee or director, Officer
1.2$0$0$0
9 more people on this return
NameTitleHours / weekCompensation
PEGGY CECCHINEDIRECTOR
Trustee or director
0.8$0
DALE CLARKDIRECTOR
Trustee or director
0.8$0
SALLY COXDIRECTOR
Trustee or director
0.8$0
HOWARD GLECKMANDIRECTOR
Trustee or director
0.8$0
GREGG JOHNSONDIRECTOR
Trustee or director
0.8$0
RUTH KATZDIRECTOR
Trustee or director
0.8$0
JOHN KREUTZERDIRECTOR
Trustee or director
0.8$0
PHILLIP MAGIDSONDIRECTOR
Trustee or director
0.8$0
JAY NEWTON-SMALLDIRECTOR
Trustee or director
0.8$0
990 for the year ended December 31, 2023: 27 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
LYNN O'CONNORPRESIDENT/CEO
Officer
8$0$595,433$37,262
CHRISTINE PODLESCOO
Officer
8$0$333,861$11,348
TRACI ALLEYCHIEF HR OFFICER
Officer
8$0$320,899$14,904
DUSANKA DELOVSKA-TRAKOVACIO
Officer
8$0$284,108$11,653
KERA WOOTENEXECUTIVE DIRECTOR
Key employee
40$209,402$0$12,234
JENNIFER SARGENTVP HUMAN RESOURCES
Key employee
13.3$0$161,373$14,870
JOCELL KATLEEN R MANAUISDIRECTOR OF NURSING
Highest-paid employee
40$137,848$0$5,962
MICHELLE FERRYDIRECTOR OF SALES
Highest-paid employee
40$113,156$0$20,415
DAVID LANEDIRECTOR OF PROPERTY MGMT
Highest-paid employee
40$113,689$0$18,574
ISATU SESAYSUPERVISOR
Highest-paid employee
40$123,286$0$4,898
DANIEL ARNOLDDIRECTOR OF INFO TECHNOLOGY
Highest-paid employee
40$112,150$0$12,428
NANCY KUHNCHAIR
Trustee or director, Officer
1.2$0$0$0
STEVEN WAGNERVICE CHAIR
Trustee or director, Officer
1.2$0$0$0
JENNIFER CHANDLER HAUGESECRETARY
Trustee or director, Officer
1.2$0$0$0
PEGGY CECCHINEDIRECTOR
Trustee or director
0.8$0$0$0
DALE CLARKDIRECTOR
Trustee or director
0.8$0$0$0
SALLY COXDIRECTOR
Trustee or director
0.8$0$0$0
HOWARD GLECKMANDIRECTOR
Trustee or director
0.8$0$0$0
GREGG JOHNSONDIRECTOR
Trustee or director
0.8$0$0$0
RUTH KATZDIRECTOR
Trustee or director
0.8$0$0$0
JOHN KREUTZERDIRECTOR
Trustee or director
0.8$0$0$0
PHILLIP MAGIDSONDIRECTOR
Trustee or director
0.8$0$0$0
JAY NEWTON-SMALLDIRECTOR
Trustee or director
0.8$0$0$0
ROBYN STONEDIRECTOR (UNTIL 01/23)
Trustee or director
0.8$0$0$0
DENIS VON KAEPPLERDIRECTOR
Trustee or director
0.8$0$0$0
JANET KELLEYDIRECTOR
Trustee or director
0.8$0$0$0
BRUCE BARTELSIMMEDIATE PAST CHAIR
Trustee or director, Officer
0.8$0$0$0

Address and contacts

Address (IRS master file)
12191 CLIPPER DRIVE, LAKE RIDGE, VA 22192-2237
In care of
% PAYROLL DEPARTMENT
Principal officer (990 for 2024)
LYNN O'CONNOR, 702 KING FARM BLVD STE 510, ROCKVILLE, MD 20850
Signed the 990
LYNN O'CONNOR, PRESIDENT/CEO
Phone
(703) 496-3400
Return prepared by
BAKER TILLY ADVISORY GROUP LP

Mission

THE FILING ORGANIZATION ADHERES TO ITS PARENT'S 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.

990 for the year ended December 31, 2024

Program accomplishments

  • WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY, INC. (WESTMINSTER AT LAKE RIDGE, ALSO KNOWN AS WLR) IS ONE OF THREE INGLESIDE PREMIER RETIREMENT COMMUNITIES. AS A NOT-FOR-PROFIT LIFE PLAN COMMUNITY, WESTMINSTER'S GOVERNANCE AND MANAGEMENT ARE DEDICATED TO MEETING THE EVOLVING NEEDS OF OLDER ADULTS THROUGH A COMPREHENSIVE CONTINUUM OF CARE THAT INCLUDES INDEPENDENT LIVING, MEMORY CARE, ASSISTED LIVING, SKILLED NURSING, AND REHABILITATION SERVICES.WESTMINSTER OFFERS A WIDE RANGE OF FACILITIES AND SERVICES, INCLUDING RESIDENTIAL AND PROFESSIONAL HEALTH CARE, TAILORED TO MEET THE PHYSICAL, SOCIAL, EMOTIONAL, SPIRITUAL, AND ECONOMIC NEEDS OF SENIORS.LOCATED ON MORE THAN 62 ACRES IN LAKE RIDGE, NORTHERN VIRGINIA, WLR CONSISTS OF 235 APARTMENTS AND COTTAGES, 40 ASSISTED LIVING STUDIO APARTMENTS, AND 60 SKILLED NURSING UNITS. THE COMMUNITY'S HEALTH CARE SERVICES FOCUS ON MAXIMIZING INDEPENDENCE AND OVERALL RESIDENT WELL-BEING. WESTMINSTER ALSO PROVIDES CHAPLAINCY, SOCIAL SERVICES COUNSELING, AND SUPPORT GROUPS FOR RESIDENTS, FAMILIES, AND STAFF. BY PARTNERING WITH VOLUNTEERS AND OUTSIDE VENDORS, WESTMINSTER AT LAKE RIDGE STRIVES TO ENSURE RESIDENT SATISFACTION AND HIGH QUALITY OF LIFE. BROAD-BASED PROGRAMS ACROSS ALL LEVELS OF CARE PROMOTE RESIDENT PARTICIPATION AND ENGAGEMENT. THE COMMUNITY ENCOURAGES INDEPENDENCE AND INDIVIDUALITY WHILE FOSTERING COMMUNICATION, RESPECT, AND A STRONG SENSE OF COMMUNITY.WESTMINSTER IS GOVERNED BY A VOLUNTEER, COMMUNITY-BASED BOARD OF DIRECTORS. RESIDENTS ARE ENCOURAGED TO VOLUNTEER BOTH WITHIN THE COMMUNITY AND IN THE BROADER REGION. WLR MAINTAINS AN ACTIVE RESIDENT ASSOCIATION THAT SPONSORS VARIOUS RESIDENT-LED COMMITTEES TO ENHANCE THE QUALITY OF LIFE. FAMILY AND FRIENDS ALSO VOLUNTEER AT WLR, OFFERING COMPANIONSHIP AND MEANINGFUL ENGAGEMENT FOR RESIDENTS AND STAFF. MANY PARTICIPATE IN LOCAL VOLUNTEER EFFORTS SUCH AS MENTORING STUDENTS AT ROCKLEDGE ELEMENTARY SCHOOL OR SERVING IN LOCAL FOOD PANTRIES. ADDITIONALLY, RESIDENTS HAVE CREATED A SCHOLARSHIP FUND FOR EMPLOYEES PURSUING HIGHER EDUCATION OR U.S. CITIZENSHIP.THE WESTMINSTER INGLESIDE FOUNDATION PROVIDES A SUPPORTIVE NETWORK FOR RESIDENTS WHO, THROUGH NO FAULT OF THEIR OWN, HAVE OUTLIVED THEIR FINANCIAL RESOURCES. THE FOUNDATION RAISES CHARITABLE CONTRIBUTIONS TO SUPPORT THESE RESIDENTS AND ENHANCE THE OVERALL QUALITY OF LIFE BY BUILDING AN ENDOWMENT FOR THE FUTURE.WESTMINSTER AT LAKE RIDGE IS COMMITTED TO PROVIDING THE RESOURCES NECESSARY FOR ALL RESIDENTS TO LEAD INTEGRATED, ENGAGED LIVES WITH ACCESS TO EVOLVING LEVELS OF CARE. THE COMMUNITY DELIVERS PERSON-DIRECTED CARE AND A HIGH STANDARD OF ENGAGED SENIOR LIVING.
    Expenses $27,361,030 · grants $179,839 · revenue $28,904,766

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
52-1654803
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1990
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P750)
Assets (IRS master file)
$79,557,913
Income (IRS master file)
$32,030,104

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$30,552,489$32,090,681$79,557,913XML
990December 2023$29,381,157$31,895,532$83,091,369XML
990December 2022$26,775,813$28,928,585$82,873,954IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

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 52-1654803).

Questions about WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY INC

What is the EIN of WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY INC?
The employer identification number (EIN) of WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY INC is 52-1654803.
Is WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY INC 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 PRESBYTERIAN RETIREMENT COMMUNITY INC 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 PRESBYTERIAN RETIREMENT COMMUNITY INC 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 PRESBYTERIAN RETIREMENT COMMUNITY INC?
The 990 for the year ended December 31, 2024 names LYNN O'CONNOR.
Who are the officers and directors of WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY INC?
The 990 for the year ended December 31, 2024 lists 24 people; 6 received compensation from the organization.
How much revenue does WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $30,552,489, expenses of $32,090,681 and total assets of $79,557,913 at year end.

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