2022-11-15T07:15:06-06:00 2021-12-31 381357951 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2021-01-01 310738614 WESLEY GLEN INC WESL 6148887492 5155 NORTH HIGH STREET COLUMBUS OH 43214 ROBERT WEHNER CFO 6148887492 2022-11-11 1 ROBERT WEHNER 999009999 AMY CIMINELLO P00796388 6148493000 2022-10-31 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z MARGARET CARMANY 5155 NORTH HIGH STREET COLUMBUS OH 43214 12832302 0 X WWW.THEWESLEYCOMMUNITIES.ORG X 1967 OH TO PROVIDE QUALITY HOUSING, HEALTHCARE, AND SERVICES TO SENIORS IN AN INTENTIONALLY CHRISTIAN COMMUNITY, ON A FIRM FINANCIAL FOUNDATION, THROUGH EFFECTIVE STRATEGIC PLANNING. 21 21 264 37 0 0 1095355 0 10850333 12787628 0 12 490408 44662 12436096 12832302 125830 0 0 0 7813359 6981999 0 0 0 5550573 5901597 13489762 12883596 -1053666 -51294 6684841 10029741 5713810 9110004 971031 919737 TO PROVIDE QUALITY HOUSING, HEALTHCARE, AND SERVICES TO SENIORS IN AN INTENTIONALLY CHRISTIAN COMMUNITY, ON A FIRM FINANCIAL FOUNDATION, THROUGH EFFECTIVE STRATEGIC PLANNING. 0 0 11934218 0 12793628 WESLEY GLEN INC, OPENED IN 1969 IN COLUMBUS OHIO, PROVIDES ASSISTED LIVING, DEMENTIA CARE AND NURSING CARE TO SENIOR RESIDENTS. ADDITIONAL SERVICES AVAILABLE INCLUDE SOCIAL, RECREATIONAL AND THERAPY, TRANSPORTATION, CONCIERGE, HOUSEKEEPING AND MAINTENANCE. 11934218 1 0 0 1 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 0 1 0 0 0 1 0 0 1 264 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X ROBERT WEHNER 6143617994 5155 NORTH HIGH STREET COLUMBUS OH 43214 MARK J PALMER PRESIDENT 0.15 1.00 X X 0 0 0 REV H EUGENE FOLDEN JR SECRETARY 0.15 1.00 X X 0 0 0 R THOMAS SLACK TREASURER 0.15 1.00 X X 0 0 0 MARK E STORER VICE PRESIDENT 0.15 1.00 X X 0 0 0 THOMAS M BROWN TRUSTEE 0.15 1.00 X 0 0 0 CHRIS GODLEY TRUSTEE 0.15 1.00 X 0 0 0 JAN HILLS TRUSTEE 0.15 1.00 X 0 0 0 JON HOFFMAN TRUSTEE 0.15 1.00 X 0 0 0 ROBERT A HOLM TRUSTEE 0.15 1.00 X 0 0 0 JOHN W HOPPERS TRUSTEE 0.15 1.00 X 0 0 0 DIONE JOSEPH TRUSTEE 0.15 1.00 X 0 0 0 DIANA KEEFER TRUSTEE 0.15 1.00 X 0 0 0 SUSAN KYSER TRUSTEE 0.15 1.00 X 0 0 0 KASSEM K MATT TRUSTEE 0.15 1.00 X 0 0 0 ANNE H BROWN TRUSTEE 0.15 1.00 X 0 0 0 NANCY RUMMEL TRUSTEE 0.15 1.00 X 0 0 0 MARY ANN SHORT TRUSTEE 0.15 1.00 X 0 0 0 CELIA CONLON TRUSTEE 0.15 1.00 X 0 0 0 KAREN COOK TRUSTEE 0.15 1.00 X 0 0 0 JOHN JACK WHITAKER TRUSTEE 0.15 1.00 X 0 0 0 L CEAN WILSON TRUSTEE 0.15 1.00 X 0 0 0 MARGARET CARMANY CEO 1.00 59.00 X 0 244034 15001 ROBERT WEHNER CFO 1.00 59.00 X 0 240994 12684 DAWN SCHAFFNER COO - PART YEAR 1.00 39.00 X 0 153631 0 JILL EASTERLING EXECUTIVE DIRECTOR 40.00 0.00 X 116150 0 0 116150 638659 27685 1 0 1 0 WESLEY GLEN HEALTH SERVICES 5155 N HIGH STREET COLUMBUS OH 43214 RENTAL SERVICES 904942 WSB REHABILITATION SERVICES INC 510 W MAIN STREET STE B CANFIELD OH 44406 THERAPY SERVICES 767633 CONNECTRN INC PO BOX 208685 DALLAS TX 75320 STAFFING 167828 MCKESSON MEDICAL-SURGICAL STATE HWY 161 IRVING TX 75039 MEDICAL SERVICES 147433 4 RESIDENT SERVICES 623000 12787628 12787628 12787628 12 12 BWC EMPLOYER PREMIUM REFUNDS 900099 37291 37291 RESIDENT COVID REIMBURSEMENT 900099 6000 6000 PRINTING INCOME 900099 1371 1371 44662 12832302 12793628 0 38674 X 116150 116150 4883737 4791606 92131 29308 26377 2931 1334076 1284980 49096 618728 556856 61872 642879 642879 17805 17805 -150 -150 1307313 1288224 19089 44915 40423 4492 622791 615463 7328 109828 98853 10975 1212345 1200222 12123 6228 5864 364 1354 1308 46 490857 466314 24543 76121 72315 3806 FOOD 514302 514302 MEDICAL SUPPLIES 412311 412263 48 ACTIVITY/PROGRAM EXPENS 215795 215795 BAD DEBT EXPENSE 104515 104515 122388 122388 12883596 11934218 949378 0 302300 0 742532 779288 66969 71247 62808 5737 9977901 4320633 5504521 5657268 5711 3516201 6684841 10029741 902817 916268 4810993 8193736 5713810 9110004 X 971031 919737 971031 919737 6684841 10029741 -51294 0 X X 0 1 X 1 0 X 148658 213090 319933 1095355 1777036 21529725 20750099 19147022 11340741 12832290 85599877 21678383 20963189 19466955 12436096 12832290 87376913 0 40792 157264 293442 491498 40792 157264 293442 491498 86885415 160064 144449 205469 12 509994 160064 144449 205469 12 509994 21838447 21107638 19672424 12436096 12832302 87886907 0.98860 0.98650 0.00580 0.00660 X 0 0 0 0 0 0 0 0 1 742 742 0 PART II-B, LINE 1: A PORTION OF DUES PAID TO THE OHIO HEALTH CARE ASSOCIATION ARE CONSIDERED LOBBYING ACTIVITIES. IN TOTAL $14,838 WERE PAID TO OHCA OF WHICH $742 ARE CONSIDERED LOBBYING ACTIVITIES. 401538 401538 395742 5796 401538 417718 -21994 395724 393201 24517 417718 5627417 715449 4911968 1272169 1051763 220406 3078315 2553421 524894 5657268 DUE FROM AFFILIATES 3514049 RESIDENT FUNDS 2152 3516201 DUE TO AFFILIATES 8193736 8193736 PART V, LINE 4: ENDOWMENTS WERE TRANSFERRED TO A RELATED TAX-EXEMPT ENTITY IN 2020. THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ORGANIZATION MUST HOLD IN PERPETUITY. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF DIRECTORS, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO ACHIEVE A TOTAL RETURN THAT IS ABOVE THE MARKET USING A COMPOSITE INDEX COMPRISED OF CASH RESERVES (0 TO 60 PERCENT) AND EQUITIES (0 TO 40 PERCENT). ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT. X X X X 0 1 0 0 0 0 0 0 0 MARGARET CARMANY CEO 0 244034 0 0 0 0 0 15001 0 0 0 259035 0 0 ROBERT WEHNER CFO 0 230994 0 10000 0 0 0 12684 0 0 0 253678 0 0 DAWN SCHAFFNER COO - PART YEAR 0 153631 0 0 0 0 0 0 0 0 0 153631 0 0 PART I, LINE 4B IN 2009, THE BOARD APPROVED A DEFERRED COMPENSATION ARRANGEMENT FOR CERTAIN EMPLOYEES TO PROVIDE ADDITIONAL PAYMENTS. THE DEFERRED COMPENSATION PLANS PROVIDE ANNUAL CONTRIBUTIONS BASED ON A PERCENTAGE OF COMPENSATION WITH ADDITIONAL CONTRIBUTIONS BASED ON A PERCENTAGE OF COMPENSATION IF THE ORGANIZATION DOES NOT MAKE A CONTRIBUTION TO THE DEFINED PLAN FOR THE YEAR. MARGARET CARMANY $15,001 ROBERT WEHNER $ 12,684 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS METHODIST RETIREMENT CENTER OF CENTRAL OHIO, A RELATED, TAX-EXEMPT ORGANIZATION. THE GOVERNING BODIES OF BOTH ORGANIZATIONS ARE IDENTICAL. THERE ARE NO OTHER PERSONS WITH RIGHTS TO ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY OR TO APPROVE OR RATIFY DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE CFO REVIEWS FORM 990 BEFORE FILING. AN ELECTRONIC COPY IS PROVIDED TO THE BOARD MEMBERS FOR THEIR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CORPORATE COMPLIANCE OFFICER REVIEWS ON A MONTHLY BASIS ANY POSSIBLE CONFLICT OF INTEREST SITUATIONS AND THE BOARD OF TRUSTEES REVIEWS ON AN ANNUAL BASIS. EMPLOYEES AND BOARD MEMBERS MUST DISCLOSE POSSIBLE CONFLICTS OF INTEREST INVOLVING THEMSELVES OR THEIR IMMEDIATE FAMILIES. IF AN EMPLOYEE OR BOARD MEMBER BELIEVES A CONFLICT OF INTEREST EXISTS OR MAY EXIST, THE EMPLOYEE OR BOARD MEMBER MUST NOTIFY THE EXECUTIVE DIRECTOR OF CORPORATE COMPLIANCE, AND TREAT THE SITUATION AS IF A CONFLICT EXISTS UNTIL THE EXECUTIVE DIRECTOR OF CORPORATE COMPLIANCE RESOLVES THE POTENTIAL CONFLICT. RESTRICTIONS IMPOSED INCLUDE VOTING AND PARTICIPATION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEYS OR STUDIES TO ESTABLISH COMPENSATION. THE BOARD APPROVES COMPENSATION FOR EXECUTIVE POSITIONS AND STAFF MEMBERS. A SPECIAL COMPENSATION COMMITTEE APPROVES COMPENSATION FOR THE PRESIDENT POSITION. THE PROCESS WAS LAST COMPLETED IN OCTOBER 2021. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. FORM 990, PART IX, LINE 11G MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 251,562. MANAGEMENT AND GENERAL EXPENSES 15,452. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 267,014. THERAPY CONTRACTS: PROGRAM SERVICE EXPENSES 820,921. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 820,921. MAINTENANCE SERVICES CONTRACTS: PROGRAM SERVICE EXPENSES 65,622. MANAGEMENT AND GENERAL EXPENSES 1,938. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,560. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 137,601. MANAGEMENT AND GENERAL EXPENSES 1,699. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 139,300. CONSULTING: PROGRAM SERVICE EXPENSES 12,518. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,518. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGE FROM PRIOR YEAR. METHODIST RETIREMENT CENTER OF CENTRAL OHIO 5155 N HIGH STREET COLUMBUS OH 43214 310711146 HEALTHCARE OH 501(C)(3) 12A, TYPE I N/A 0 WESLEY RIDGE INC 5155 N HIGH STREET COLUMBUS OH 43214 311461485 HEALTHCARE OH 501(C)(3) 10 METHODIST RETIREMENT CENTER OF CENTRAL OHIO 0 WESLEY GLEN HEALTH SERVICES CORP 5155 N HIGH STREET COLUMBUS OH 43214 311614458 HEALTHCARE OH 501(C)(3) 12B,TYPE II METHODIST RETIREMENT CENTER OF CENTRAL OHIO 0 WESLEY RIDGE RESIDENCE GROUP 5155 N HIGH STREET COLUMBUS OH 43214 311595342 HEALTHCARE OH 501(C)(3) 10 METHODIST RETIREMENT CENTER OF CENTRAL OHIO 0 WESLEY HOSPICE SERVICES 5155 N HIGH STREET COLUMBUS OH 43214 271188840 HOSPICE OH 501(C)(3) 10 METHODIST RETIREMENT CENTER OF CENTRAL OHIO 0 SENIOR PHARMACY SERVICES LTD 34099 MELINZ PARKWAY UNIT J EASTLAKE OH 44095 454618459 HEALTHCARE SERVICES OH N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0