2023-07-11T07:27:13-05:00 2022-12-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-01-01 232145152 STAPELEY HALL STAP 2153540565 626 JACKSONVILLE ROAD 200 WARMINSTER PA 18974 JEFF PETTY PRESIDENT AND CEO 2153540565 2023-07-07 1 JEFF PETTY XXX-XX-XXXX 0 KERRI N BOGDA CPA P00760402 7177404863 2023-06-27 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WESLEY ENHANCED LIVING AT STAPELEY JEFF PETTY 626 JACKSONVILLE ROAD 200 WARMINSTER PA 18974 17319137 0 3423 X WWW.WEL.ORG X 1980 PA THE ORGANIZATION OPERATES A NON-PROFIT CONTINUING CARE RETIREMENT COMMUNITY, INCLUDING INDEPENDENT APARTMENTS, PERSONAL CARE APARTMENTS, AND A SKILLED NURSING FACILITY. 2 0 366 19 750 0 2912705 422778 16170250 16600422 83046 59205 114062 89339 19280063 17171744 263508 91619 0 0 11712653 12416261 0 0 0 6942904 6645575 18919065 19153455 360998 -1981711 27952324 25723798 27391377 28519948 560947 -2796150 TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES. 0 0 15547214 91619 16600422 THE ORGANIZATION OPERATES A NON-PROFIT CONTINUING CARE RETIREMENT COMMUNITY, WHICH INCLUDES THREE LEVELS OF CARE: INDEPENDENT LIVING, PERSONAL CARE AND A SKILLED NURSING FACILITY CONSISTING OF 43 INDEPENDENT APARTMENTS, 67 PERSONAL CARE UNITS (INCLUDING A PERSONAL CARE DEMENTIA UNIT), AND A 120 BED SKILLED NURSING FACILITY. THE COMMUNITY PROVIDES RESIDENT SERVICES FOR THE AGING TO PROMOTE GENERAL HEALTH, WELFARE AND SECURITY OF THE SENIOR RESIDENTS, AND TO PLAN FOR, AND DEVELOP, NEW PROGRAMS AND SERVICES TO MEET THE SOCIAL, HEALTH AND PERSONAL NEEDS OF SENIOR CITIZENS. CAPACITY FOR THE YEAR WAS 85.23% FOR INDEPENDENT LIVING, 89.32% FOR PERSONAL CARE AND 91.86% FOR NURSING. 15547214 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 26 0 366 1 0 0 0 0 0 0 0 0 0 0 0 0 X 2 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X JEFF PETTY CEO 2153540565 626 JACKSONVILLE ROAD NO 200 WARMINSTER PA 18974 JEFF PETTY PRESIDENT AND CEO 1.00 44.00 X X 0 1164295 23285 KENNETH BEILER EXECUTIVE DIRECTOR 40.00 X X 171722 0 16351 MICHAEL GRIFFIN CFO (UNTIL 9/6/22) 1.00 44.00 X X 0 168397 9480 VIJI JOJI REGISTERED NURSE 45.00 X 117969 0 13574 RICHARD DONNELLY REHABILITATION PROGRAM MANAGER 40.00 X 116429 0 13766 PATRICK O'NEIL SALES MANAGER 40.00 X 142931 0 6199 SHANICE CLARK LICENSED PRACTICAL NURSE 56.00 X 127760 0 3395 REGINA JOHNSON OCCUPATIONAL THERAPIST 40.00 X 107362 0 13521 784173 1332692 99571 14 0 1 0 0 214628 208150 422778 HEALTH CENTER 623000 10717113 10717113 PERSONAL CARE 623000 3643521 3643521 INDEPENDENT LIVING 623000 1419420 1419420 ASSESSMENT REVENUE 623000 673782 673782 ENTRY FEE AMORTIZATION 623000 146586 146586 16600422 47638 47638 158960 147393 11567 11567 11567 DINING REVENUE 900099 38092 750 37342 COMMUNITY FEES 900099 24000 24000 MISC. REVENUE 900099 15544 15544 11703 11703 89339 17171744 16600422 750 147794 91619 91619 188073 188073 9741966 8792437 949529 382695 340788 41907 1110846 993148 117698 992681 683751 308930 419208 419208 381552 381552 21712 21712 481238 276481 204757 118192 118192 597824 541212 56612 764421 743724 20697 3429 1076 2353 1127936 902349 225587 1122448 897958 224490 97222 97222 FOOD 728309 728309 BAD DEBT 400000 400000 MEDICAL SUPPLIES 357120 357120 BOOKS/DUES/SUB. 11382 2842 8540 13582 6327 7255 19153455 15547214 3606241 0 73744 292766 797048 572645 50349 56637 28718216 11626591 18000724 17091625 3623486 3388230 5406973 4321895 27952324 25723798 2750978 3204402 412185 731599 21655893 21314050 190574 234936 2381747 3034961 27391377 28519948 X -4982466 -7256596 5543413 4460446 560947 -2796150 27952324 25723798 X -1981711 -292419 -1082967 X 0 1 X 1 0 X 176395 181499 1462142 2912705 422778 5155519 15777109 15990363 15976531 16170250 16600422 80514675 15953504 16171862 17438673 19082955 17023200 85670194 111648 117785 121025 125175 135371 611004 0 111648 117785 121025 125175 135371 611004 85059190 130257 88209 55032 63646 47638 384782 130257 88209 55032 63646 47638 384782 172167 136525 90841 114062 88589 602184 16255928 16396596 17584546 19260663 17159427 86657160 0.98160 0.98140 0.00440 0.00430 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISC INCOME - 2018 AMOUNT: $ 172,167. 2019 AMOUNT: $ 19,049. 2020 AMOUNT: $ 5,790. 2021 AMOUNT: $ 23,175. 2022 AMOUNT: $ 15,544. TRANSPORTATION REVENUE - 2019 AMOUNT: $ 19,795. 2020 AMOUNT: $ 550. 2021 AMOUNT: $ 275. 2022 AMOUNT: $ 11,136. DINING REVENUE - 2019 AMOUNT: $ 62,289. 2020 AMOUNT: $ 37,278. 2021 AMOUNT: $ 23,223. 2022 AMOUNT: $ 37,342. APPLICATION FEES - 2019 AMOUNT: $ 400. INSURANCE REIMBURSEMENTS - 2019 AMOUNT: $ 32,537. 2020 AMOUNT: $ 1,680. SETTLEMENT - 2019 AMOUNT: $ 2,455. PCC ACTIVITY - 2020 AMOUNT: $ 3,360. COMMUNITY FEE - 2020 AMOUNT: $ 40,000. 2022 AMOUNT: $ 24,000. LOST BADGES - 2020 AMOUNT: $ 2,183. FINANCE CHARGES - 2021 AMOUNT: $ 67,214. GUEST STAYS - 2021 AMOUNT: $ 175. HOUSEKEEPING REVENUE - 2022 AMOUNT: $ 567. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 57035 37885 94920 40259 16776 57035 58153 -17894 40259 54422 3731 58153 63081 -8659 54422 0.00000 1.00000 0.00000 0 0 1100000 1100000 24427758 9416108 15011650 3061357 2109120 952237 129101 101363 27738 17091625 BENEFICIAL INTEREST IN PERPETUAL TRUST 4252618 CASH HELD FOR RESIDENTS 69277 4321895 DUE TO AFFILIATES 3034961 3034961 15704739 -292419 -1174586 -1467005 17171744 0 17171744 19061836 0 19061836 91619 91619 19153455 PART IV, LINE 2B: DEPOSITS INCLUDE SECURITY DEPOSITS, PRIORITY DEPOSITS, AND ENTRANCE FEE DEPOSITS RECEIVED FROM RESIDENTS. NO INTEREST ACCRUES ON THESE DEPOSITS AND THEY ARE REFUNDABLE, LESS ANY EXPENSES INCURRED ON BEHALF OF THE RESIDENT. PART V, LINE 4: THE ENDOWMENT FUNDS ARE TO FURTHER SUPPORT THE MISSION OF WESLEY ENHANCED LIVING AT STAPELEY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF PERPETUAL TRUSTS -1,082,967. RESIDENT ASSISTANCE -91,619. PART XII, LINE 4B - OTHER ADJUSTMENTS: RESIDENT ASSISTANCE 91,619. 1 MONTHLY FEE ASSISTANCE FOR INDEPENDENT OR ASSISTED LIVING RESIDENTS 6 91619 PART I, LINE 2: GRANT ASSISTANCE FOR RESIDENTS OF INDEPENDENT OR ASSISTED LIVING ARE MADE BASED ON DEMONSTRATED FINANCIAL NEED. MANAGEMENT OF EWESLEY ENHANCED LIVING REVIEWS THE SPECIFIC SITUATIONS FOR EACH RESIDENT WHO IS REQUESTING ASSISTANCE. MANAGEMENT MAKES THE DETERMINATION BASED ON THE INDIVIDUAL FINANCIAL NEEDS OF THE RESIDENTS. NO MONITORING IS REQUIRED - THE GRANTS ARE DIRECTLY APPLIED TO RESIDENTS' MONTHLY BILLS AND ACT TO DECREASE THE AMOUNT OWED BY THE RESIDENTS FOR THEIR MONTHLY FEES. 0 1 0 0 0 0 0 0 0 JEFF PETTY PRESIDENT AND CEO 0 491656 0 89801 0 582838 0 12200 0 11085 0 1187580 0 582838 KENNETH BEILER EXECUTIVE DIRECTOR 168722 0 3000 0 0 0 6893 0 9458 0 188073 0 0 0 MICHAEL GRIFFIN CFO (UNTIL 9/6/22) 0 157267 0 5000 0 6130 0 2100 0 7380 0 177877 0 6130 PART I, LINE 3 COMPENSATION FOR THE CEO AND HIS DIRECT REPORTS IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE WESLEY ENHANCED LIVING BOARD OF DIRECTORS. COMPENSATION STUDIES ARE DONE PERIODICALLY BY AN OUTSIDE COMPENSATION CONSULTANT TO DETERMINE COMPENSATION, USING COMPARATIVE INDEPENDENT DATA. FOR OTHER EMPLOYEES, COMPENSATION REVIEWS ARE COMPLETED INTERNALLY COMPARING COMPENSATION DATA AVAILABLE THROUGH LEADING AGE, THE HOSPITAL & HEALTHCARE COMPENSATION SERVICE SALARY & BENEFITS REPORT, AND OTHER BENCHMARKS. THIS WAS LAST COMPLETED IN 2021. PART I, LINE 4B THE ORGANIZATION'S 457 PLAN WAS ELIMINATED AND THE FOLLOWING PAYOUTS WERE MADE: JEFF PETTY - $582,836.36 MICHAEL GRIFFIN - $6,130.41 A PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT 232237287 717824AR7 2017-08-15 13731307 REFINANCING AND CAPITAL PROJECTS 0 0 0 A 13732125 1475595 361703 2075000 10129895 2020 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT DATE THE REBATE COMPUTATION WAS PERFORMED: 08/14/2022 SCHEDULE K PARTS I AND II: THE BOND ISSUE WAS USED TO REFINANCE THE EXISTING BONDS IN THE OBLIGATED GROUP AND MAIN LINE. THE OBLIGATED GROUP CONSISTS OF MAPLE VILLAGE, NEW HERITAGE TOWERS, EVANGELICAL MANOR, AND STAPELEY. THE PROCEEDS WERE USED TO REFUND SERIES 2005, SERIES 2008, AND SERIES 2011 BONDS AND REFINANCE THE 2011 TERM LOAN. THE PROCEEDS WERE ALSO USED TO FINANCE CAPITAL PROJECTS, FUND CERTAIN RESIDENT REFUNDS, ACCOUNTS PAYABLE, AND INTEREST RATE SWAP TERMINATION PAYMENTS, AND PAY SOME COSTS OF THE ISSUANCE OF THE BONDS. SCHEDULE K PARTS I AND II: PROCEEDS REPORTED ON PART II LINE 3 DIFFER FROM PART I DUE TO INVESTMENT EARNINGS. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS MAY DELEGATE FROM TIME TO TIME CERTAIN POWERS TO THE CHAIR AND EXECUTIVE COMMITTEE AS MAY BE NEEDED OR AS MAY BE REQUIRED TO TRANSACT BUSINESS ON BEHALF OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 6 WESLEY ENHANCED LIVING, THE PARENT ORGANIZATION, IS THE SOLE MEMBER OF THE FILING ENTITY. FORM 990, PART VI, SECTION A, LINE 7A WESLEY ENHANCED LIVING APPOINTS THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL BY THE BOARD OF DIRECTORS OF WESLEY ENHANCED LIVING: APPROVAL OF THE ANNUAL BUDGET, THE OCCURRENCE OF DEBTS NOT INCLUDED IN THE APPROVED BUDGET, THE PURCHASE, SALE, OR LEASE BY OR TO THE CORPORATION OF REAL PROPERTY, THE CREATION OR AMENDMENTS TO THE CONTRACTS WITH RESIDENTS OR OTHER USERS OF CORPORATE SERVICES, TRANSFERS OF FUNDS OR PROPERTY TO OTHER CORPORATIONS FOR WHICH WESLEY ENHANCED LIVING IS THE SOLE MEMBER, AND ANY AMENDMENT TO THE CORPORATION'S AMENDED AND RESTATED ARTICLES OF INCORPORATION OR BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE FINANCE COMMITTEE AND PRESENTED TO THE FULL BOARD OF DIRECTORS BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND KEY STAFF ARE GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY ANNUALLY TO REVIEW DURING THE JANUARY BOARD MEETING. THE POLICY OUTLINES THE GUIDING PRINCIPLES OF THE POLICY AND DISCLOSURE REQUIREMENTS AND PROCEDURES FOR DEALING WITH CONFLICTS OF INTEREST. IN ADDITION, BOARD MEMBERS AND KEY STAFF ARE REQUIRED TO COMPLETE ANNUAL CONFLICTS OF INTEREST AND DISCLOSURE OF RELATED ACTIVITIES STATEMENTS. "RELATED" INDIVIDUALS SHALL NOT BE PLACED IN WESLEY ENHANCED LIVING THROUGH EMPLOYMENT, TRANSFER, OR PROMOTION WHEN SUCH PLACEMENT WILL RESULT IN ONE RELATIVE SUPERVISING ANOTHER AND/OR HAVING THE RESPONSIBILITY TO MAKE OR PARTICIPATE ACTIVELY IN MAKING DECISIONS REGARDING THE "RELATED" EMPLOYEE'S EMPLOYMENT STATUS. PERSONS WHO HAVE CONFLICTS WILL BE REVIEWED ON A CASE-BY-CASE BASIS AND WILL ABSTAIN FROM BOTH DISCUSSION AND VOTE ON ANY MATTER INVOLVING THE CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND FORM 990 ARE PROVIDED UPON REQUEST. THEY ARE ALSO AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS -1,082,967. EVANGELICAL SERVICES FOR THE AGING DBA WESLEY ENHANCED LIVING 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 232648022 MANAGE/OPERATE CCRCS PA 501(C)(3) LINE 12C, III-FI N/A 0 EVANGELICAL MANOR DBA WESLEY ENHANCED LIVING PENNYPACK PARK 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 230563550 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 NORTH AMERICAN BAPTIST HOME FOR THE AGED DBA WESLEY ENHANCED LIVING BURHOLM 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 231401533 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 MAPLE VILLAGE DBA WESLEY ENHANCING LIVING UPPER MORELAND 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 232810902 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 EVANGELICAL SERVICES FOR THE AGING FOUNDATION DBA WEL FOUNDATION 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 231971878 FUNDRAISING ARM OF EVANGELICAL SERVICES FOR THE AGING PA 501(C)(3) LINE 12A, I EVANGELICAL SERVICES FOR THE AGING 0 MARTINS RUN DBA WESLEY ENHANCED LIVING MAIN LINE 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 232090256 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 MARTINS RUN HOME PARTNERS 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 272268177 OPERATE A HOME CARE AGENCY PA 501(C)(3) LINE 10 MARTINS RUN 0 NEW HERITAGE TOWERS DBA WESLEY ENHANCED LIVING DOYLESTOWN 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 232366563 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 CHARITABLE REMAINDER UNITRUSTS (2) INVESTMENTS PA FRIENDS FIDUCIARY CORPORATION T 3418241 1.00000 0 CHARITABLE REMAINDER UNITRUSTS (1) INVESTMENTS PA VANGUARD T 94920 1.00000 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 1 0 1 1