Westminster Place, a faith based not for profit, creates vibrant communities for older adults that inspire wellness, independence, joy and security - enriching the lives of residents and their families.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
Run by 232 volunteers and 539 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $2.3M a year · 4% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$469K
to officers and key staff · 0.8% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
7 mo
of spending, in cash
Looks good: 6.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $4.6M
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$136.8M
74% of total assets
Worth a look: liabilities are 74% of assets; over 65%.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$61.6M
+0.4% vs prior year
Spent
$59.0M
To programs
88%
Net assets
$48.4M
By yearFY2021–FY2025
Revenue
$61.6M
FY2025+0.4%
Tap a bar for its year
Revenue by fiscal year
FY2021$51.9M
FY2022$52.6M
FY2023$57.8M
FY2024$61.3M
FY2025$61.6M
Expenses
$59.0M
FY2025-0.3%
Tap a bar for its year
Expenses by fiscal year
FY2021$49.5M
FY2022$50.5M
FY2023$55.7M
FY2024$59.2M
FY2025$59.0M
Net assets
$48.4M
FY2025▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2021$28.2M
FY2022$42.7M
FY2023$42.1M
FY2024$45.2M
FY2025$48.4M

From the FY2025 Form 990 (year ending March 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1940.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $51.8M Management & general 12% · $7.2M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

30 people listed on the 990; $469K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Director (thru. 10/24)
$216,201Pt VII · Sec A
Medical Director
$213,126Pt VII · Sec A
Executive Director (beg. 10/24)
$40,162Pt VII · Sec A
Director /Co-Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

William Casper’s $216K as Executive Director (thru. 10/24) is at the 52nd percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
William Casper$216,201$271,758$219,949$182,202—
Andrew Reese-Clauson————$239,758
Peter L Jaggard————$237,523
Peter Jaggard$213,126$218,900$212,620$226,678—
William E Casper————$173,038
Seth Awes$40,162————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Westminster Place executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides faith-based senior living and assisted living services that promote wellness, independence, and daily personal care for older adults and their families.

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Provided by the organization

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3 programs · $51.8M · in their own filed words · FY2024
01

Westminster place health care centers provide intermediate and skilled nursing for both short and long term stays. Respite, rehabilitation, and programs to care for those with alzheimer's disease and other cognitive impairments are also available.

$23.9Mprogram expense
02

Westminster place is a not-for-profit independent living, life plan community (formerly known as continuing care retirement community). Independent living facility in westminster place consists of 235 apartments, townhouses and cottages.

$19.0Mprogram expense
03

The assisted living facility at westminster place provides assisted living for older adults who needed assistance with personal care and daily activities. It consists of 93 studio, one and two-bedroom apartments. During the filling year, westminster place assisted living facility served 128 residents.

$8.9Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 3 funders$4.6M
See all 3 funders →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$61.6M
Ln 12
Fees for servicesLn 2g$56.1M
Gifts and grantsLn 1h$2.7M
Investment incomeLn 3$2.4M
Money outPt IX
$59.0M
Ln 25
Programscol B$51.8M
Managementcol C$7.2M
Owns and owesPt X
$48.4M
net assets · Ln 32
Cash and savingsLn 1–2$33.6M
Total assetsLn 16$185.2M
LiabilitiesLn 26$136.8M
PeoplePt VI, VII
30
listed · VII A
PaidVII A3
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.7M
Government grantsLn 1e$37K
Noncash giftsLn 1g$0
Fees for servicesLn 2g$56.1M
Investment incomeLn 3$2.4M
Other incomeLn 4–11$280K
Gains on assetsLn 7$33K
Total revenueLn 12$61.6M
Assets in detailPt X, end of year
CashLn 1$4.9M
SavingsLn 2$28.8M
Cash and savings togetherLn 1–2$33.6M
InvestmentsLn 11–13$25.3M
Land, buildings, equipmentLn 10c$120.0M
Other assetsLn 15$3.6M
Total assetsLn 16$185.2M
LiabilitiesLn 26$136.8M
Net assetsLn 32$48.4M
OperationsPt I, VI
EmployeesI 5539
VolunteersI 6232
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$41.0M$33.6M
InvestmentsLn 11–13$23.9M$25.3M
Land, buildings, equipmentLn 10c$115.7M$120.0M
Total assetsLn 16$184.5M$185.2M
LiabilitiesLn 26$139.3M$136.8M
Net assetsLn 32$45.2M$48.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$335K$335K
Other salaries and wagesLn 7$21.9M$20.8M$1.1M
Pension plan contributionsLn 8$842K$817K$25K
Other employee benefitsLn 9$2.0M$1.8M$194K
Payroll taxesLn 10$1.7M$1.5M$114K
Management feesLn 11a$3.9M$3.9M
Legal feesLn 11b$51K$51K
Accounting feesLn 11c$38K$38K
Investment management feesLn 11f$23K$23K
Other fees for servicesLn 11g$4.4M$4.2M$208K$0
Advertising and promotionLn 12$761K$761K
Office expensesLn 13$144K$129K$14K
Information technologyLn 14$863K$552K$311K
TravelLn 17$154$73$81
InterestLn 20$1.5M$1.4M$34K
Depreciation, depletion and amortizationLn 22$12.0M$12.0M
InsuranceLn 23$619K$619K
Other expenses (24a–d)Ln 24$7.6M$7.6M$7K
All other expensesLn 24e$492K$317K$175K$0
Total functional expensesLn 25$59.0M$51.8M$7.2M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $61.6M$59.0M$2.6M$48.4M 990 PDF
FY2024 $61.3M$59.2M$2.2M$45.2M 990 PDF
FY2023 $57.8M$55.7M$2.0M$42.1M 990 PDF
FY2022 $52.6M$50.5M$2.1M$42.7M 990 PDF
FY2021 $51.9M$49.5M$2.4M$28.2M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $61,573,535 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,773,606$2,738,926
I-9 Program service revenuePrior year $55,164,435$56,142,238
I-10 Investment incomePrior year $3,201,159$2,412,020
I-11 Other revenuePrior year $188,655$280,351
I-12 Total revenuePrior year $61,327,855$61,573,535
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $26,438,859$26,721,145
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $32,738,374$32,263,247
I-18 Total expensesPrior year $59,177,233$58,984,392
I-19 Revenue less expensesPrior year $2,150,622$2,589,143
Part VI · Governance 16 of 16 board members independent, no flags
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $61,573,535 across 14 lines filed
Lines not itemized here account for $236,825 of total revenue; see the IRS return.
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1d Related organizations$2,702,050
VIII-1e Government grants$36,876
VIII-1f All other contributions, gifts and grants$0
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$2,738,926
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $55,913,378$55,913,378
VIII-3 Investment incomeExcluded from tax $2,378,580$2,378,580
VIII-6 Net rental income or lossExcluded from tax $84,863$84,863
VIII-7 Net gain or loss on sales of assetsExcluded from tax $33,440$33,440
VIII-8 Net income from fundraising eventsExcluded from tax $0$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $187,523$187,523
VIII-12 Total revenueRelated to mission $56,329,761 · Unrelated business $0 · Excluded from tax $2,504,848$61,573,535
Part IX · Statement of functional expenses $58,984,392 across 19 lines filed
IX-5 Pay of current officers, directors and key staffManagement $334,619$334,619
IX-7 Other salaries and wagesPrograms $20,814,856 · Management $1,055,463$21,870,319
IX-8 Pension plan contributionsPrograms $817,086 · Management $24,692$841,778
IX-9 Other employee benefitsPrograms $1,818,399 · Management $193,575$2,011,974
IX-10 Payroll taxesPrograms $1,548,822 · Management $113,633$1,662,455
IX-11a Management feesManagement $3,863,988$3,863,988
IX-11b Legal feesManagement $51,018$51,018
IX-11c Accounting feesManagement $37,919$37,919
IX-11f Investment management feesManagement $22,599$22,599
IX-11g Other fees for servicesPrograms $4,197,733 · Management $207,587 · Fundraising $0$4,405,320
IX-12 Advertising and promotionManagement $761,047$761,047
IX-13 Office expensesPrograms $129,415 · Management $14,292$143,707
IX-14 Information technologyPrograms $551,658 · Management $311,000$862,658
IX-17 TravelPrograms $73 · Management $81$154
IX-20 InterestPrograms $1,432,908 · Management $34,472$1,467,380
IX-22 Depreciation, depletion and amortizationPrograms $11,979,041$11,979,041
IX-23 InsurancePrograms $619,343$619,343
IX-24 Other expenses (24a–d)Programs $7,550,185 · Management $6,691$7,556,876
IX-24e All other expensesPrograms $317,167 · Management $175,030 · Fundraising $0$492,197
IX-25 Total functional expensesPrograms $51,776,686 · Management $7,207,706 · Fundraising $0$58,984,392
Part X · Balance sheet $185,185,962 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $2,883,025$4,852,613
X-2 Savings and temporary cash investmentsStart of year $38,129,185$28,767,935
X-4 Accounts receivableStart of year $1,576,045$1,769,162
X-9 Prepaid expenses and deferred chargesStart of year $893,335$860,938
X-10c Land, buildings and equipment, netStart of year $115,723,277$120,042,353
X-11 Publicly traded securitiesStart of year $23,910,934$25,320,144
X-15 Other assetsStart of year $1,360,218$3,572,817
X-16 Total assetsStart of year $184,476,019$185,185,962
X-17 Accounts payable and accrued expensesStart of year $9,123,456$8,290,468
X-19 Deferred revenueStart of year $35,846,539$39,285,007
X-20 Tax-exempt bond liabilitiesStart of year $45,352,829$44,147,861
X-25 Other liabilitiesStart of year $48,985,197$45,070,746
X-26 Total liabilitiesStart of year $139,308,021$136,794,082
X-27 Net assets without donor restrictionsStart of year $45,167,998$48,391,880
X-32 Total net assets or fund balancesStart of year $45,167,998$48,391,880
X-33 Total liabilities and net assetsStart of year $184,476,019$185,185,962
Part XI · Reconciliation of net assets $48,391,880 net assets at year end
XI-1 Total revenue$61,573,535
XI-2 Total expenses$58,984,392
XI-3 Revenue less expenses$2,589,143
XI-4 Net assets at start of year$45,167,998
XI-5 Net unrealized gains (losses) on investments$604,772
XI-9 Other changes in net assets$29,967
XI-10 Net assets at end of year$48,391,880

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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