Westminster Village North Inc
Nonprofit profile at a glance
- EIN
- 311209757
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Indianapolis, IN, USA
- Phone
- 3178236841
- Rating
- 77
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $8,054,513
- Expenses
- $8,269,303
- Assets
- $71,802,057
- Liabilities
- $59,289,014
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
21 people listed
Executive titles in this filing
- JOHN S DATTILO (DIRECTOR/CEO)
- SHELLY RAUCH (CEO/EXECUTIVE DIRECTOR)
Highest reported compensation
- JOHN S DATTILO (DIRECTOR/CEO): $551,518 total reported compensation
- ROGER E WEIDEMAN II (DIRECTOR/CFO): $426,638 total reported compensation
- SHELLY RAUCH (CEO/EXECUTIVE DIRECTOR): $344,492 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Westminster village north, a nonprofit continuing care community, is committed to excellence in residential and health care services for senior adults in a secure home environment that enhances their mental, physical and spiritual well-being.
What it reported doing in 2024
To provide housing, healthcare, and financial security pursuant to rev. Rul. 72-124 satisfying the three special needs of the elderly. Housing: the village provides residential facilities that are specifically designed to meet the needs of senior adults; constructed with fire-resistant material; bathrooms equipped with grab-bars; equipped with ramps and elevators for wheelchair use; carpeted corridors and handrails; maintenance-free living; on-site commercial services (store & beauty salon); chapel; emergency call system.financial security: westminster village provides continuing care to the village residents regardless of their ability to pay. Although reimbursement for services rendered is critical to the operation and stability of the facility, not all residents possess the necessary financial resources to maintain their living expenses. During the current fiscal year charity care was provided with some medicaid co-insurance losses and $81,580 related to direct charity care write offs. The village provides charity care to those residents who have exhausted their resources.healthcare: the village provides for the physical and mental well-being of our residents; health center on premises; skilled & intermediate nursing care with 24-hour professional staffing; scheduled physician outpatient services; scheduled speech, occupational, and physical therapy; prescription services; exercise classes and a wide range of social and recreational activities.
Operating model
- Revenue model
- Earned-program. 97% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some related-organization disclosures are missing and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 79
- Transparency & Controls: 67
- Accountability: 93
- Sustainability: 42
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 88.4%; rating input score 88
- Program expense ratio: 90.9%; rating input score 91
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 93.3%; rating input score 93; 17th percentile among comparable filings
- Pay-setting controls: 2 of 6 controls in place; rating input score 33
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: No; rating input score 0
Accountability
- Independent voting board: 87.5%; rating input score 88; 19th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -2.7%; rating input score 25; 25th percentile among comparable filings
- Total-asset coverage ratio: 8.68; rating input score 90; 90th percentile among comparable filings
- Liabilities to assets ratio: 0.83; rating input score 10; 10th percentile among comparable filings
- Officer compensation ratio: 12.5%; rating input score 23; 23rd percentile among comparable filings
Growth
- Program expense growth: 0.5% per year; rating input score 100; 15th percentile among comparable filings
- Revenue growth: 1.2% per year; rating input score 100; 16th percentile among comparable filings
- Asset growth: 2.1% per year; rating input score 100; 20th percentile among comparable filings
Details
- Where the money goes: 88.4% of revenue deployed · 90.9% of spending went to programs
- Governance: 14 of 16 board members independent · 9 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $7.5M in reported program spending
- Leadership: top reported pay $552K · 21 people listed · 2 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $4.6M reported
- Consistency: 30 of 31 current checks pass · 1 finding to review
- Schedules: 6 filed schedules · includes executive pay
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 5 filed money-flow records
- Related organizations: 13 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Transparency & Controls: Related-party transparency scored 0/100.
- High — Sustainability: Operating margin scored 25/100.
- Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
- High — Sustainability: Liabilities to assets ratio scored 10/100.
- High — Sustainability: Officer compensation ratio scored 23/100.