2022-11-04T14:54:30-05:00 2021-12-31 381357951 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2021-01-01 300165308 CREEKSIDE AT THE VILLAGE CREE 6145590332 2200 WELCOME PLACE COLUMBUS OH 432092897 TANYA K HAHN CFO 6145590332 2022-10-31 0 TANYA HAHN 999009999 AMY CIMINELLO P00796388 6148493000 2022-10-31 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z CHRIS CHRISTIAN 1151 COLLEGE AVENUE COLUMBUS OH 43209 6512696 0 X WWW.WHV.ORG X 2003 OH WE ARE AN 83 UNIT RESIDENTIAL ASSISTED LIVING FACILITY AND AN 18 UNIT DEMENTIA ASSISTED LIVINGFACILITY PROVIDING SERVICES FOR THE ELDERLY 15 15 0 15 0 0 13013 345952 5649525 6128390 1034 -7841 37592 37750 5701164 6504251 0 0 0 0 2527225 2571264 0 0 0 3180190 3993370 5707415 6564634 -6251 -60383 19792845 19456991 21571396 21295925 -1778551 -1838934 WE ARE AN 83 UNIT RESIDENTIAL ASSISTED LIVING FACILITY AND AN 18 UNIT DEMENTIA ASSISTED LIVING FACILITY PROVIDING SERVICES FOR THE ELDERLY 0 0 6187026 6128390 WE ARE AN 83 UNIT RESIDENTIAL ASSISTED LIVING FACILITY AND AN 18 UNIT DEMENTIA ASSISTED LIVING FACILITY PROVIDING SERVICES FOR THE ELDERLY 6187026 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 12 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X TANYA K HAHN 6145590332 1151 COLLEGE AVE COLUMBUS OH 43209 DAVE ANDERSON DIRECTOR 0.25 1.50 X 0 0 0 JOSH BOKOR TREASURER 0.25 1.50 X X 0 0 0 ARNOLD GOOD MD DIRECTOR 0.25 1.50 X 0 0 0 IRA KANE CHAIR 0.25 1.50 X X 0 0 0 AMY KLABEN DIRECTOR 0.25 1.50 X 0 0 0 KEITH SCHUSS SECRETARY 0.25 1.50 X X 0 0 0 MARK UNGAR DIRECTOR 0.25 1.50 X 0 0 0 MARK YALE DIRECTOR 0.25 1.50 X 0 0 0 KAREN BOKOR DIRECTOR 0.25 1.50 X 0 0 0 ROSS FRIEDMAN DIRECTOR 0.25 1.50 X 0 0 0 CHERYL HOOKER DIRECTOR 0.25 1.50 X 0 0 0 SAM MARCELLINO DIRECTOR 0.25 1.50 X 0 0 0 MARIAN K SCHUDA MD DIRECTOR 0.25 1.50 X 0 0 0 GERRY STEIMAN M D DIRECTOR 0.25 1.50 X 0 0 0 FRED SUMMER DIRECTOR 0.25 1.50 X 0 0 0 CHRISTOPHER C CHRISTIAN PRESIDENT & COO 1.00 44.00 X 0 177937 21317 COREY A GOLDSAND CHIEF HR & COMPLIANCE OFFICER 1.00 44.00 X 0 129345 0 GARY F ROSENSTEIN CEO 1.00 44.00 X 0 108681 0 JEFFREY M VALLORIC INTERIM CFO 1.00 44.00 X 0 99468 7145 0 515431 28462 0 0 1 0 KIRK DESIGN & CONSTRUCTION 808 MORRISON RD GAHANNA OH 43230 CONSTRUCTION SERVICES 136455 HEALTHCARE SERVICES GROUP INC 3220 TILLMAN DR SUITE 300 BENSALEM PA 19020 HOUSEKEEPING SERVICES 103880 2 186321 159631 345952 RESIDENT REVENUE 623000 6128390 6128390 6128390 604 604 8445 -8445 -8445 -8445 MARKETPLACE/CAFE REVEN 623000 35262 35262 BEAUTY SALON REVENUE 623000 1971 1971 PHONE REINBURSEMENT RE 623000 240 240 277 277 37750 6504251 6128390 0 29909 2165232 1906408 258824 9588 8991 597 223807 220058 3749 172637 143932 28705 24297 24297 36950 36950 327937 323914 4023 5374 5374 22604 22604 1525022 1525022 13658 13658 460 460 595670 595670 677833 677833 191224 191224 SUPPLIES 551044 543350 7694 DUES, FEES, AND SUBSCRI 9210 2956 6254 PROVISION FOR BAD DEBTS 4350 4350 SALON EXPENSES 1222 1222 6515 6515 6564634 6187026 377608 0 537734 436884 29980 0 88491 83574 115555 103831 22759174 12658578 10535417 10100596 8485668 8732106 19792845 19456991 583911 310618 16543969 16255635 4443516 4729672 21571396 21295925 X -1783551 -1843934 5000 5000 -1778551 -1838934 19792845 19456991 -60383 0 X X 0 1 X 1 1 1 X 14036 450 2000 262368 345952 624806 7484932 7992716 7798948 6631361 6128390 36036347 7498968 7993166 7800948 6893729 6474342 36661153 0 0 0 36661153 4977 919 1843 1034 604 9377 4977 919 1843 1034 604 9377 87501 88555 79000 40538 37750 333344 7591446 8082640 7881791 6935301 6512696 37003874 0.99070 0.98550 0.00030 0.00050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20016621 10477247 9539374 2742553 2181331 561222 10100596 DUE FROM RELATED PARTY 7271028 REPLACEMENT RESERVE 739359 DEFERRED FINANCING FEES 405365 MIP & PROPERTY ESCROW 155261 RESIDUAL RECEIPT 161093 8732106 DUE TO RELATED PARTY 4463584 SECURITY DEPOSITS 266088 4729672 0 0 0 0 0 0 0 0 0 CHRISTOPHER C CHRISTIAN PRESIDENT & COO 0 177937 0 0 0 0 0 2780 0 18537 0 199254 0 0 PART I, LINE 3 THE HR COMMITTEE OF THE WEXNER HERITAGE VILLAGE BOARD OF DIRECTORS UTILIZED LOCAL MARKET KNOWLEDGE, ANNUAL PERFORMANCE EVALUATIONS AND BENCHMARK DATA TO ESTABLISH COMPENSATION FOR EXECUTIVES. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE CEO, CFO & PRESIDENT UNDER GUIDELINES ESTABLISHED BY THE BOARD OF DIRECTORS AS PART OF THE BUDGET PROCESS. THE PROCESS IS COMPLETED ANNUALLY AND WAS LAST COMPLETED IN 2021. FORM 990, PART VI, SECTION A, LINE 2 JOSH BOKOR AND KAREN BOKOR HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY THE CFO PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. THE FORM 990 IS SENT TO THE FULL BOARD PRIOR TO FILING AND WILL BE REVIEWED IN SESSION BY THE BOARD OF DIRECTORS AT THEIR NEXT MEETING. FORM 990, PART VI, SECTION B, LINE 12C TRANSACTIONS WITH INTERESTED PERSONS. A CONTRACT, ACTION, OR OTHER TRANSACTION MAY BE VOID OR VOIDABLE BECAUSE IT IS BETWEEN THE CORPORATION AND ONE OR MORE OF THE DIRECTORS OR OFFICERS OF THE CORPORATION ("OFFICERS"), OR BETWEEN THE CORPORATION AND ANY OTHER PERSON IN WHICH ONE OR MORE OF THE CORPORATION'S DIRECTORS OR OFFICERS ARE DIRECTORS OR OFFICERS OR HAVE A FINANCIAL OR PERSONAL INTEREST, OR BECAUSE ONE OR MORE INTERESTED DIRECTORS OR OFFICERS PARTICIPATE IN OR VOTE AT THE MEETING OF THE DIRECTORS OR OF A COMMITTEE OF THE DIRECTORS THAT AUTHORIZES THE CONTRACT, ACTION, OR TRANSACTION, IF ONE OF THE CIRCUMSTANCES ENUMERATED IN OHIO REVISED CODE SECTION 1702.301 DOES NOT APPLY. COMMON OR INTERESTED DIRECTORS OR OFFICERS MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT A MEETING OF THE DIRECTORS OR OF A COMMITTEE OF THE DIRECTORS THAT AUTHORIZES THE CONTRACT, ACTION, OR TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE HR COMMITTEE OF THE WEXNER HERITAGE VILLAGE BOARD OF DIRECTORS UTILIZED LOCAL MARKET KNOWLEDGE, ANNUAL PERFORMANCE EVALUATIONS AND BENCHMARK DATA TO ESTABLISH COMPENSATION FOR EXECUTIVES. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE CEO, CFO & PRESIDENT UNDER GUIDELINES ESTABLISHED BY THE BOARD OF DIRECTORS AS PART OF THE BUDGET PROCESS. THE PROCESS IS COMPLETED ANNUALLY AND WAS LAST COMPLETED IN 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED. THE CREEKSIDE AT THE VILLAGE REAL ESTATE 1151 COLLEGE AVE COLUMBUS OH 43209 814242324 REAL ESTATE OWNER OH -109707 10566542 CREEKSIDE AT THE VILLAGE COTTAGE REAL ESTATE LLC 1151 COLLEGE AVE COLUMBUS OH 43209 822986381 REAL ESTATE OWNER OH -85203 1213901 CREEKSIDE AT THE VILLAGE VILLAGE SHALOM APARTMENTS INC 2117 ASTOR AVE BEXLEY OH 43209 300159783 INDEPENDENT & ASSISTED LIVING FOR SENIORS OH 501(C)(3) LINE 10 WEXNER HERITAGE VILLAGE 1 WHV FOUNDATION 1151 COLLEGE AVENUE COLUMBUS OH 43209 311804511 SUPPORT RESIDENTS ON WEXNER CAMPUS OH 501(C)(3) LINE 12A, I WEXNER HERITAGE VILLAGE 1 JEWISH COMMUNITY SENIOR CITIZEN HOUSING CORP 1151 COLLEGE AVENUE COLUMBUS OH 43209 310908420 AFFORDABLE SENIOR HOUSING OH 501(C)(3) LINE 10 WEXNER HERITAGE VILLAGE 1 BEXLEY SENIOR CITIZEN HOUSING CORP 2115 ASTOR AVE COLUMBUS OH 43209 311356116 AFFORDABLE SENIOR HOUSING OH 501(C)(3) LINE 10 WEXNER HERITAGE VILLAGE 1 WEXCO SENIOR SERVICES 1151 COLLEGE AVENUE COLUMBUS OH 43209 311804673 HOSPICE AGENCY OH 501(C)(3) LINE 10 WEXNER HERITAGE VILLAGE 1 WEXNER HERITAGE VILLAGE 1151 COLLEGE AVENUE COLUMBUS OH 43209 314417962 SKILLED NURSING CARE OH 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0