Nonprofit · EIN 61-1370614
WINCHESTER RETIREMENT PLACE INC
Tax-exempt · WINCHESTER, KY 40391
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,155,494 | $2,377,364 | -$221,870 | $2,747,011 | $1,219,896 | $1,527,115 |
| December 31, 2023 | 990 | $1,934,074 | $2,234,814 | -$300,740 | $2,687,778 | $941,912 | $1,745,866 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $27,897
- Program service revenue
- $1,520,788
- Investment income
- $3,675
- Net income from sales of inventory
- $573,138
- Other revenue
- $603,134
Expenses
- Grants and similar amounts paid
- $3,412
- Compensation of officers, directors and key employees
- $101,250
- Other salaries and wages
- $857,588
- Salaries, compensation and benefits (total)
- $1,169,108
- Professional fundraising fees
- $0
- Accounting fees
- $20,250
- Occupancy
- $161,396
- Travel
- $218
- Depreciation
- $175,361
- Program services (functional)
- $2,218,790
- Management and general (functional)
- $158,574
Balance sheet and other
- Total assets, start of year
- $2,687,778
- Total assets, end of year
- $2,747,011
- Total liabilities, end of year
- $1,219,896
- Net assets, end of year
- $1,527,115
- Land, buildings and equipment
- $2,176,268
- Net assets without donor restrictions
- $843,115
- Net assets with donor restrictions
- $684,000
- Gross receipts
- $2,907,356
- Employees
- 31
- Volunteers
- 0
- Year formed
- 2000
- State of legal domicile
- KY
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 |
|---|---|---|---|
| TIM JANES | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $101,250 |
| CHRIS DAVIS | PRESIDENT Trustee or director, Officer | 0 | $0 |
| ZELLA ROSENTHAL | VICE PRESIDENT Trustee or director, Officer | 0 | $0 |
| LINDA ORMSBY | SECRETARY Trustee or director, Officer | 0 | $0 |
| ED MESTA | TREASURER Trustee or director, Officer | 0 | $0 |
| ROBERT L BALDWIN | DIRECTOR Trustee or director | 0 | $0 |
| RANDY TODD | DIRECTOR Trustee or director | 0 | $0 |
| BRENDA MASTREAN | DIRECTOR Trustee or director | 0 | $0 |
| SHANNON COX | DIRECTOR Trustee or director | 0 | $0 |
| ROBERT JACKSON | DIRECTOR Trustee or director | 0 | $0 |
| MICHAEL N CAUDILL | DIRECTOR Trustee or director | 0 | $0 |
| STEPHANIE ROARX SULTAN | DIRECTOR Trustee or director | 0 | $0 |
| FRED W PACE | DIRECTOR Trustee or director | 0 | $0 |
| LINDRELL BLACKWELL | DIRECTOR Trustee or director | 0 | $0 |
| DAVID CARTER | DIRECTOR Trustee or director | 0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEFAN FINK | DIRECTOR Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIM JANES | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $97,500 |
| CHRIS DAVIS | PRESIDENT Trustee or director, Officer | 0 | $0 |
| ZELLA ROSENTHAL | VICE PRESIDENT Trustee or director, Officer | 0 | $0 |
| LINDA ORMSBY | SECRETARY Trustee or director, Officer | 0 | $0 |
| ED MESTA | TREASURER Trustee or director, Officer | 0 | $0 |
| ROBERT L BALDWIN | DIRECTOR Trustee or director | 0 | $0 |
| RANDY TODD | DIRECTOR Trustee or director | 0 | $0 |
| BRENDA MASTREAN | DIRECTOR Trustee or director | 0 | $0 |
| SHANNON COX | DIRECTOR Trustee or director | 0 | $0 |
| ROBERT JACKSON | DIRECTOR Trustee or director | 0 | $0 |
| MICHAEL N CAUDILL | DIRECTOR Trustee or director | 0 | $0 |
| STEPHANIE ROARX SULTAN | DIRECTOR Trustee or director | 0 | $0 |
| FRED W PACE | DIRECTOR Trustee or director | 0 | $0 |
| LINDRELL BLACKWELL | DIRECTOR Trustee or director | 0 | $0 |
| DAVID CARTER | DIRECTOR Trustee or director | 0 | $0 |
| STEFAN FINK | DIRECTOR Trustee or director | 0 | $0 |
| LINDA BRIDGEWATER | DIRECTOR Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 200 ROSE MARY DR, WINCHESTER, KY 40391-2561
- In care of
- % ED MASTREAN
- Principal officer (990 for 2024)
- CHRIS DAVIS, 200 ROSEMARY DRIVE, WINCHESTER, KY 40391
- Signed the 990
- CHRIS DAVIS, PRESIDENT
- Phone
- (859) 745-4904
- Website
- WWW.BROOKSPLACE.ORG
- Return prepared by
- MICHAEL N CAUDILL CPA PLLC
Mission
TO PROVIDE AN ASSISTED LIVING COMMUNITY FOR OLDER ADULTS WITH APARTMENTS FOR RENT AND COTTAGES FOR SALE.
Program accomplishments
- TO PROVIDE AN ASSISTED LIVING COMMUNITY WITH COTTAGES FOR SALE AND APARTMENTS FOR RENT.Expenses $2,218,790 · grants $3,412 · revenue $1,554,459
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
- 61-1370614
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $2,747,011
- Income (IRS master file)
- $2,907,356
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,155,494 | $2,377,364 | $2,747,011 | XML |
| 990 | December 2023 | $1,934,074 | $2,234,814 | $2,687,778 | XML |
| 990 | December 2022 | $2,081,057 | $2,352,004 | $2,943,506 | 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 61-1370614).
Questions about WINCHESTER RETIREMENT PLACE INC
- What is the EIN of WINCHESTER RETIREMENT PLACE INC?
- The employer identification number (EIN) of WINCHESTER RETIREMENT PLACE INC is 61-1370614.
- Is WINCHESTER RETIREMENT PLACE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to WINCHESTER RETIREMENT PLACE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WINCHESTER RETIREMENT PLACE 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 WINCHESTER RETIREMENT PLACE 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 WINCHESTER RETIREMENT PLACE 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 WINCHESTER RETIREMENT PLACE INC?
- The 990 for the year ended December 31, 2024 names CHRIS DAVIS.
- Who are the officers and directors of WINCHESTER RETIREMENT PLACE INC?
- The 990 for the year ended December 31, 2024 lists 16 people; 1 received compensation from the organization, the highest $101,250 (TIM JANES, EXECUTIVE DIRECTOR).
- How much revenue does WINCHESTER RETIREMENT PLACE INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,155,494, expenses of $2,377,364 and total assets of $2,747,011 at year end.
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All nonprofits in WINCHESTER · Kentucky · Housing and shelter