Nonprofit · EIN 59-3614812
WESTMINSTER SERVICES INC
Tax-exempt · ORLANDO, FL 32801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $21,575,540 | $20,980,718 | $594,822 | $16,015,107 | $16,362,179 | -$347,072 |
| March 31, 2024 | 990 | $18,434,108 | $19,508,369 | -$1,074,261 | $11,471,548 | $12,413,442 | -$941,894 |
| March 31, 2023 | 990 | $17,525,534 | $18,080,821 | -$555,287 | $10,264,060 | $10,131,693 | $132,367 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $405,191
- Program service revenue
- $21,020,419
- Investment income
- $0
- Other revenue
- $149,930
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $2,907,443
- Other salaries and wages
- $12,231,426
- Salaries, compensation and benefits (total)
- $17,251,268
- Professional fundraising fees
- $0
- Legal fees
- $83,758
- Accounting fees
- $182,833
- Occupancy
- $237,279
- Travel
- $376,215
- Program services (functional)
- $16,853,589
- Management and general (functional)
- $2,237,792
- Fundraising (functional)
- $1,889,337
Balance sheet and other
- Total assets, start of year
- $11,471,548
- Total assets, end of year
- $16,015,107
- Total liabilities, end of year
- $16,362,179
- Net assets, end of year
- -$347,072
- Net assets without donor restrictions
- -$347,072
- Gross receipts
- $21,575,540
- Employees
- 185
- Year formed
- 1999
- State of legal domicile
- FL
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERENCE ROGERS | CEO/PRESIDEN Officer | 40 | $1,176,383 | $33,597 |
| HENRY T KEITH | CEO/PRESIDEN Officer | 40 | $682,696 | $32,133 |
| GARRY D HENNIS | COO/EXECUTIV Officer | 40 | $648,336 | $32,799 |
| MARY M KLEIN | CHRO Highest-paid employee | 40 | $481,223 | $27,988 |
| RAYMOND J POLASKI | SENIOR VP OP Highest-paid employee | 40 | $438,783 | $26,878 |
| DOMINICK DESARRO | VP PHARMACY Highest-paid employee | 40 | $377,080 | $27,947 |
| CHRISTOPHER CALLAHAN | REGIONAL VP Highest-paid employee | 40 | $383,099 | $19,880 |
| CHERYL CROOKS | VP OF SALES Highest-paid employee | 40 | $375,897 | $10,614 |
| JENNIFER MARTENS | CFO/TREASUR/ Officer | 40 | $275,285 | $26,215 |
| LAURIE MCKAY | CONTROLLER Key employee | 40 | $220,377 | $14,092 |
| DONALD DODDRIDGE | CHAIRMAN Trustee or director, Officer | 0.25 | $0 | $0 |
| JOHN HILLENMEYER | CHAIRMAN Trustee or director, Officer | 0.25 | $0 | $0 |
| HENRY T KEITH | CFO/TREASUR/ Officer | 40 | $0 | $0 |
| MEGAN FAUBEL | SECRETARY Officer | 0.25 | $0 | $0 |
| STEPHEN DYE | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREG BUSTLE | DIRECTOR Trustee or director | 0.25 | $0 |
| WILLIAM BELL | DIRECTOR Trustee or director | 0.25 | $0 |
| JEFFREY MOCK | DIRECTOR Trustee or director | 0.25 | $0 |
| LINDA SHELLEY | DIRECTOR Trustee or director | 0.25 | $0 |
| JOHN MARK RAMSEY | DIRECTOR Trustee or director | 0.25 | $0 |
| JOHN DEBEVOISE | DIRECTOR Trustee or director | 0.25 | $0 |
| DAVID CARLEN MADDUX | DIRECTOR Trustee or director | 0.25 | $0 |
| CLIFFORD WILLIAM HULL | DIRECTOR Trustee or director | 0.25 | $0 |
| KRISTIN KUTAC | DIRECTOR Trustee or director | 0.25 | $0 |
| MARY ELLEN EARLY | DIRECTOR Trustee or director | 0.25 | $0 |
990 for the year ended March 31, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERENCE ROGERS | CEO/PRESIDEN Officer | 40 | $791,826 | $44,437 |
| HENRY T KEITH | CFO/TREASUR/ Officer | 40 | $613,220 | $29,978 |
| GARY D HENNIS | COO/EXECUTIV Officer | 40 | $564,179 | $28,188 |
| MARY M KLEIN | CHRO Highest-paid employee | 40 | $494,406 | $27,091 |
| RAYMOND J POLASKI | SENIOR VP OP Highest-paid employee | 40 | $407,746 | $25,439 |
| DOMINICK DESARRO | VP PHARMACY Highest-paid employee | 40 | $358,419 | $28,375 |
| JANET R HERRON | VICE PRESIDE Highest-paid employee | 40 | $350,561 | $23,084 |
| CHRISTIAN WICKBERG | VP OF CONSTR Highest-paid employee | 40 | $311,371 | $22,710 |
| LAURIE MCKAY | CONTROLLER Key employee | 40 | $159,629 | $8,232 |
| JOHN HILLENMEYER | CHAIRMAN Trustee or director, Officer | 0.25 | $0 | $0 |
| MEGAN FAUBEL | SECRETARY Officer | 0.25 | $0 | $0 |
| STEPHEN DYE | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| GREG BUSTLE | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| WILLIAM BELL | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| DONALD DODDRIDGE | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| JEFFREY MOCK | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| LINDA SHELLEY | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| JOHN MARK RAMSEY | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| JOHN DEBEVOISE | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| DAVID CARLEN MADDUX | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| CLIFFORD WILLIAM HULL | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| KRISTIN KUTAC | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
990 for the year ended March 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERENCE ROGERS | CEO/PRESIDEN Officer | 40 | $664,385 | $36,488 |
| HENRY T KEITH | CFO/TREASUR/ Officer | 40 | $530,394 | $24,643 |
| GARY D HENNIS | COO/EXECUTIV Officer | 40 | $464,464 | $20,996 |
| MARY M KLEIN | CHRO Highest-paid employee | 40 | $389,068 | $24,633 |
| RAYMOND J POLASKI | SENIOR VP OP Highest-paid employee | 40 | $356,777 | $22,568 |
| DOMINICK DESARRO | VP PHARMACY Highest-paid employee | 40 | $340,511 | $23,154 |
| JANET R HERRON | VICE PRESIDE Highest-paid employee | 40 | $293,186 | $20,976 |
| CHRISTIAN WICKBERG | VP OF CONSTR Highest-paid employee | 40 | $253,588 | $17,871 |
| NORMA CACERES | CONTROLLER Key employee | 40 | $173,173 | $14,678 |
| JOHN HILLENMEYER | CHAIRMAN Trustee or director, Officer | 0.25 | $0 | $0 |
| MEGAN FAUBEL | SECRETARY Officer | 0.25 | $0 | $0 |
| STEPHEN DYE | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| GREG BUSTLE | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| WILLIAM BELL | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| DONALD DODDRIDGE | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| JEFFREY MOCK | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| LINDA SHELLEY | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| CARLEN MADDUX | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| JOHN MARK RAMSEY | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| JOHN DEBEVOISE | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 80 W LUCERNE CIR, ORLANDO, FL 32801-3779
- Principal officer (990 for 2024)
- JENNIFER MARTENS, 80 W LUCERNE CIRCLE, ORLANDO, FL 32801
- Signed the 990
- JENNIFER MARTENS, CFO/TREASUR/EXEC VP
- Phone
- (407) 839-5050
- Return prepared by
- HOSKINS QUIROS PATEL & LOID CPA LLC
Mission
THE ENTITY IS ORGANIZED FOR EXEMPT CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING THE PROVISION OF GENERAL OPERATIONAL SERVICES TO THE ENTITIES OF THE WESTMINSTER RETIREMENT COMMUNITIES, INC. (WRC) AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. (PRC). ALL OF THE ENTITIES OF WRC AND PRC ARE EXEMPT UNDER IRC SECTION 501(C)(3). THE ORGANIZATION PROVIDES CERTAIN FINANCIAL AND OPERATIONAL MANAGEMENT SERVICES TO THE ENTITIES OF WRC AND PRC.
Program accomplishments
- THE ORGANIZATION PROVIDES MANAGEMENT SERVICES TO THE NONPROFIT ORGANIZATIONS WESTMINSTER RETIREMENT COMMUNITIES, INC. AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC. THE ORGANIZATION MANAGED OVER TWO DOZEN COMMUNITIES SERVING OVER 5,000 RESIDENTS ON BEHALF OF WESTMINSTER RETIREMENT COMMUNITIES, INC. AND PRESBYTERIAN RETIREMENT COMMUNITIES, INC.Expenses $16,853,589 · revenue $21,020,419
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 59-3614812
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2000
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L02)
- Assets (IRS master file)
- $16,015,107
- Income (IRS master file)
- $21,575,540
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $21,575,540 | $20,980,718 | $16,015,107 | XML |
| 990 | March 2024 | $18,434,108 | $19,508,369 | $11,471,548 | XML |
| 990 | March 2023 | $17,525,534 | $18,080,821 | $10,264,060 | XML |
| 990 | March 2022 | $16,166,513 | $16,430,181 | $10,527,032 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | 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 59-3614812).
Questions about WESTMINSTER SERVICES INC
- What is the EIN of WESTMINSTER SERVICES INC?
- The employer identification number (EIN) of WESTMINSTER SERVICES INC is 59-3614812.
- Is WESTMINSTER SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to WESTMINSTER SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WESTMINSTER SERVICES 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 SERVICES INC due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTMINSTER SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of WESTMINSTER SERVICES INC?
- The 990 for the year ended March 31, 2025 names JENNIFER MARTENS.
- Who are the officers and directors of WESTMINSTER SERVICES INC?
- The 990 for the year ended March 31, 2025 lists 25 people; 10 received compensation from the organization, the highest $1,176,383 (TERENCE ROGERS, CEO/PRESIDEN).
- How much revenue does WESTMINSTER SERVICES INC have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $21,575,540, expenses of $20,980,718 and total assets of $16,015,107 at year end.
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