WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY INC

EIN: 521654803 501(c)(3) Human Services

ROCKVILLE, MD

Total Revenue
$29,381,157
Total Expenses
$31,895,532
Total Assets
$83,091,369
Net Assets
$-33,055,729
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
VA
Principal Officer
JAMES SPENCER
Phone
7034963400
Tax Period
2023-01-01 to 2023-12-31

WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY INC, founded in 1993, is a mid-sized nonprofit in the Human Services sector that reported $29.4M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

PROVIDE QUALITY CONTINUING CARE SERVICES TO OLDER ADULTS IN PRESBYTERIAN-AFFILIATED ORGANIZATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $289,183
Program Service Revenue $28,255,107
Investment Income $730,762
Other Revenue $106,105
TOTAL REVENUE $29,381,157

Expense Breakdown

Grants Paid $158,120
Salaries & Benefits $12,048,001
Fundraising Expenses $0
Program Expenses $26,714,229
Other Expenses $19,689,411
TOTAL EXPENSES $31,895,532

Year-over-Year Comparison

2023 2022 Change
Revenue $29,381,157 $26,775,813 +0.1%
Expenses $31,895,532 $28,928,585 +0.1%
Net Income $-2,514,375 $-2,152,772 +0.2%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
15
Independent Members
15
Employees
283
Volunteers
284

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✓ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
8
$1,609,468
Total Directors
16
$0
Key Employees
2
$397,879
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NANCY KUHN CHAIR 1.20
Officer Director
$0 $0 $0
STEVEN WAGNER VICE CHAIR 1.20
Officer Director
$0 $0 $0
JENNIFER CHANDLER HAUGE SECRETARY 1.20
Officer Director
$0 $0 $0
PEGGY CECCHINE DIRECTOR 0.80
Director
$0 $0 $0
DALE CLARK DIRECTOR 0.80
Director
$0 $0 $0
SALLY COX DIRECTOR 0.80
Director
$0 $0 $0
HOWARD GLECKMAN DIRECTOR 0.80
Director
$0 $0 $0
GREGG JOHNSON DIRECTOR 0.80
Director
$0 $0 $0
RUTH KATZ DIRECTOR 0.80
Director
$0 $0 $0
JOHN KREUTZER DIRECTOR 0.80
Director
$0 $0 $0
PHILLIP MAGIDSON DIRECTOR 0.80
Director
$0 $0 $0
JAY NEWTON-SMALL DIRECTOR 0.80
Director
$0 $0 $0
ROBYN STONE DIRECTOR (UNTIL 01/23) 0.80
Director
$0 $0 $0
DENIS VON KAEPPLER DIRECTOR 0.80
Director
$0 $0 $0
JANET KELLEY DIRECTOR 0.80
Director
$0 $0 $0
BRUCE BARTELS IMMEDIATE PAST CHAIR 0.80
Officer Director
$0 $0 $0
LYNN O'CONNOR PRESIDENT/CEO 8.00
Officer
$0 $37,262 $632,695
CHRISTINE PODLES COO 8.00
Officer
$0 $11,348 $345,209
DUSANKA DELOVSKA-TRAKOVA CIO 8.00
Officer
$0 $11,653 $295,761
TRACI ALLEY CHIEF HR OFFICER 8.00
Officer
$0 $14,904 $335,803
JENNIFER SARGENT VP HUMAN RESOURCES 13.30
Key Emp
$0 $14,870 $176,243
KERA WOOTEN EXECUTIVE DIRECTOR 40.00
Key Emp
$209,402 $12,234 $221,636
DANIEL ARNOLD DIRECTOR OF INFO TECHNOLOGY 40.00
Highest
$112,150 $12,428 $124,578
DAVID LANE DIRECTOR OF PROPERTY MGMT 40.00
Highest
$113,689 $18,574 $132,263
JOCELL KATLEEN R MANAUIS DIRECTOR OF NURSING 40.00
Highest
$137,848 $5,962 $143,810
ISATU SESAY SUPERVISOR 40.00
Highest
$123,286 $4,898 $128,184
MICHELLE FERRY DIRECTOR OF SALES 40.00
Highest
$113,156 $20,415 $133,571
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $29,381,157 $31,895,532 $83,091,369 $-2,514,375
2022 $26,775,813 $28,928,585 $82,873,954 $-2,152,772
2021 $25,743,305 $26,420,437 $89,593,569 $-677,132
2020 $25,874,495 $27,126,035 $91,758,499 $-1,251,540
2019 $25,872,359 $25,165,417 $93,178,027 $706,942
2018 $26,969,017 $24,425,646 $83,658,345 $2,543,371
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