Nonprofit · EIN 54-1949766
WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION
Tax-exempt · ROCKVILLE, MD 20850
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $6,170,027 | $4,244,894 | $1,925,133 | $34,222,211 | $7,880,914 | $26,341,297 |
| December 31, 2023 | 990 | $3,559,054 | $2,645,099 | $913,955 | $29,483,574 | $6,506,762 | $22,976,812 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $4,804,347
- Program service revenue
- $0
- Investment income
- $1,371,159
- Net gain from sales of assets
- $547,748
- Net income from fundraising events
- -$5,479
- Other revenue
- -$5,479
Expenses
- Grants and similar amounts paid
- $3,642,212
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $6,432
- Accounting fees
- $20,229
- Program services (functional)
- $3,642,212
- Management and general (functional)
- $602,682
Balance sheet and other
- Total assets, start of year
- $29,483,574
- Total assets, end of year
- $34,222,211
- Total liabilities, end of year
- $7,880,914
- Net assets, end of year
- $26,341,297
- Publicly traded securities
- $33,684,403
- Net assets without donor restrictions
- $283,416
- Net assets with donor restrictions
- $26,057,881
- Gross receipts
- $8,954,665
- Employees
- 4
- Volunteers
- 15
- Year formed
- 1999
- 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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LYNN O'CONNOR | PRESIDENT/CEO Officer | 8 | $0 | $638,176 | $36,488 |
| JAMES SPENCER | CFO & CHIEF GROWTH OFFICER Officer | 8 | $0 | $614,084 | $0 |
| DOUGLAS MYERS | WIF PRESIDENT & CEO Trustee or director, Officer | 40 | $0 | $410,497 | $38,358 |
| TRACI ALLEY | CHIEF HR OFFICER Officer | 8 | $0 | $325,167 | $23,832 |
| CHRISTINE PODLES | COO Officer | 8 | $0 | $333,731 | $10,430 |
| DUSANKA DELOVSKA-TRAJKOVA | CHIEF INFORMATION OFFICER Officer | 8 | $0 | $259,452 | $20,299 |
| PEGGY CECCHINE | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DANIEL RUBINFELD | VICE-CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CATHY WRIGHT | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DON BOARDMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT BREMNER | DIRECTOR Trustee or director, Officer | 1.3 | $0 | $0 | $0 |
| ALICE BUHL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DALE CLARK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JIM FORD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JIM GEORGE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD HALL | DIRECTOR Trustee or director | 1 | $0 |
| REGIS KEDDIE II | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT LEN | DIRECTOR Trustee or director | 1 | $0 |
| DR PETER WILLSON | DIRECTOR Trustee or director | 1 | $0 |
| STEVEN WAGNER | DIRECTOR (EX-OFFICIO, VOTING) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LYNN O'CONNOR | PRESIDENT/CEO Officer | 8 | $0 | $595,433 | $37,262 |
| DOUGLAS MYERS | WIF PRESIDENT & CEO Trustee or director, Officer | 40 | $0 | $379,033 | $24,099 |
| CHRISTINE PODLES | COO Officer | 8 | $0 | $333,861 | $11,348 |
| TRACI ALLEY | CHIEF HR OFFICER Officer | 8 | $0 | $320,899 | $14,904 |
| DUSANKA DELOVSKA-TRAKOVA | CIO Officer | 8 | $0 | $284,108 | $11,653 |
| JENNIFER SARGENT | VP HUMAN RESOURCES Key employee | 5 | $0 | $161,373 | $11,288 |
| PEGGY CECCHINE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JANET KELLEY | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DANIEL RUBINFELD | VICE-CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CATHY WRIGHT | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DON BOARDMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT BREMNER | DIRECTOR Trustee or director, Officer | 1.3 | $0 | $0 | $0 |
| ALICE BUHL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DALE CLARK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JIM FORD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JIM GEORGE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD HALL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| REGIS KEDDIE II | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT LEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DR PETER WILLSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SY HERMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRUCE BARTELS | IMMEDIATE PAST CHAIR Trustee or director, Officer | 0.8 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 702 KING FARM BLVD STE 510, ROCKVILLE, MD 20850-6538
- In care of
- % PETER E ALOUPIS
- 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
- (301) 407-2030
- Website
- WWW.INGLESIDEONLINE.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
THE MISSION OF WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION IS TO SUPPORT THE CHARITABLE ACTIVITIES OF THE INGLESIDE PRESBYTERIAN RETIREMENT COMMUNITY, INC., THE WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY, INC., AND THE KING FARM PRESBYTERIAN RETIREMENT COMMUNITY, INC. BY RAISING CHARITABLE FUNDS TO HELP RESIDENTS IN NEED, ENHANCING THE QUALITY OF LIFE FOR ALL RESIDENTS, AND BUILDING AN ENDOWMENT FOR THE FUTURE.
Program accomplishments
- WESTMINSTER/INGLESIDE/KING FARM RESIDENT SUPPORTING FUND PROGRAM:SINCE THE OPENING OF THE PRESBYTERIAN HOME OF THE DISTRICT OF COLUMBIA IN 1906, NOW NAMED INGLESIDE PRESBYTERIAN RETIREMENT COMMUNITY, INC. (INGLESIDE AT ROCK CREEK), AND ITS SISTER COMMUNITIES, WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY, INC. (WESTMINSTER AT LAKE RIDGE) AND KING FARM PRESBYTERIAN RETIREMENT COMMUNITY, INC. (INGLESIDE AT KING FARM), NO RESIDENT HAS EVER BEEN ASKED TO LEAVE DUE TO LACK OF FINANCIAL RESOURCES. THE WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION (WIF) CONTINUES THIS ESSENTIAL TRADITION BY RAISING CHARITABLE FUNDS FOR RESIDENT SUPPORTING FUNDS (RSF). THROUGH THE RSF, CONFIDENTIAL SUBSIDIES TO RESIDENTS IN INDEPENDENT, MEMORY SUPPORTED ASSISTED LIVING, AND ASSISTED LIVING, WHO THROUGH NO FAULT OF THEIR OWN, FIND THEMSELVES NO LONGER ABLE TO AFFORD THEIR MONTHLY FINANCIAL OBLIGATIONS, ARE ABLE TO STAY IN THE COMFORTABLE AND FAMILIAR PLACE THEY CALL HOME. IN 2024, WIF GRANTED $638,879 TO RESIDENTS TO PAY FOR HOUSING, MEALS AND CARE. OVER THE PAST 5 YEARS, WIF HAS PROVIDED $1,391,351 OF ASSISTANCE TO RESIDENTS IN NEED.Expenses $230,613 · grants $230,613
- WESTMINSTER INGLESIDE FOUNDATION HAS THREE EMPLOYEE EDUCATION AND CITIZENSHIP ENDOWMENT FUNDS AS WELL AS ANNUAL CAMPAIGNS TO SUPPORT A COMPREHENSIVE EMPLOYEE PROFESSIONAL DEVELOPMENT PROGRAM. ADDITIONALLY, THIS PROGRAM PROVIDES FINANCIAL AID AND GUIDANCE FOR EMPLOYEES APPLYING FOR U.S. CITIZENSHIP. IN 2024, 91 SCHOLARSHIPS AND 16 U.S. CITIZENSHIP AWARDS WERE AWARDED TO INGLESIDE EMPLOYEES TOTALING $229,000. SINCE INCEPTION, 440 SCHOLARSHIPS HAVE BEEN AWARDED TOTALING OVER $1 MILLION. WESTMINSTER INGLESIDE FOUNDATION HAS FOUR ADDITIONAL ENDOWMENT FUNDS SUPPORTING MEMORY SUPPORT, HEALTH CARE, AND MUSIC PROGRAMMING AND EDUCATION. WESTMINSTER INGLESIDE FOUNDATION PROVIDES SUPPORT FOR CAPITAL IMPROVEMENTS, OPERATIONS, AND PROGRAM ENHANCEMENTS THAT BENEFIT INGLESIDE COMMUNITIES. PROGRAMS SUPPORTED INCLUDE SKILLED NURSING, ASSISTED LIVING, MEMORY SUPPORT SERVICES, MUSIC AND CULTURAL PROGRAMMING, INNOVATION IN ROBOTICS, OPERATIONS, AND MISSION EXPANSION. THE TOTAL OF FUNDS TRANSFERRED TO THE COMMUNITIES IN SUPPORT OF THESE EFFORTS WAS $2,752,583.Expenses $3,411,599 · grants $3,411,599
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
- 54-1949766
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L220)
- Assets (IRS master file)
- $34,222,211
- Income (IRS master file)
- $8,954,665
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $6,170,027 | $4,244,894 | $34,222,211 | XML |
| 990 | December 2023 | $3,559,054 | $2,645,099 | $29,483,574 | XML |
| 990 | December 2022 | $4,039,347 | $2,141,168 | $24,755,860 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 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 54-1949766).
Questions about WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION
- What is the EIN of WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION?
- The employer identification number (EIN) of WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION is 54-1949766.
- Is WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION 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 PRESBYTERIAN FOUNDATION 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 PRESBYTERIAN FOUNDATION 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 PRESBYTERIAN FOUNDATION?
- The 990 for the year ended December 31, 2024 names LYNN O'CONNOR.
- Who are the officers and directors of WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 20 people; 0 received compensation from the organization.
- How much revenue does WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $6,170,027, expenses of $4,244,894 and total assets of $34,222,211 at year end.
Other nonprofits in ROCKVILLE
- KING FARM PRESBYTERIAN RETIREMENT EIN 20-2004162 · last filed 990 for 2024
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- VICTORY HOUSING INC EIN 52-1261881 · last filed 990 for 2024
- RING HOUSE CORPORATION EIN 52-1491121 · last filed 990 for 2024
- NATIONAL FOUNDATION FOR AFFORDABLE HOUSING SOLUTIONS INC EIN 52-1665967 · last filed 990 for 2024
- REVITZ HOUSE CORPORATION EIN 52-1064333 · last filed 990 for 2024
- KING FARM CITIZENS ASSEMBLY INC EIN 54-1922127 · last filed 990 for 2024
- HOUSING UNLIMITED INC EIN 52-1760774 · last filed 990 for 2025
All nonprofits in ROCKVILLE · Maryland · Housing and shelter