2021-11-11T22:59:45-06:00 2020-12-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2020-01-01 232366563 NEW HERITAGE TOWERS NEWH 2153540565 626 JACKSONVILLE ROAD NO 200 WARMINSTER PA 18974 MICHAEL GRIFFIN CFO 2153540565 2021-11-05 1 MICHAEL GRIFFIN XXX-XX-XXXX KERRI N BOGDA CPA P00760402 7177404863 X 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z WESLEY ENHANCED LIVING DOYLESTOWN JEFF PETTY 626 JACKSONVILLE ROAD NO 200 WARMINSTER PA 18974 21195664 0 3423 X WWW.WEL.ORG X 1984 PA THE ORGANIZATION OPERATES A NON-PROFIT CONTINUING CARE RETIREMENT COMMUNITY, INCLUDING INDEPENDENT APARTMENTS, PERSONAL CARE APARTMENTS, AND A SKILLED NURSING FACILITY. 3 0 321 2 0 0 0 828996 15843815 15673454 622974 1014531 769701 706843 17236490 18223824 207288 95078 0 0 8453970 8051367 0 0 0 8532062 7443859 17193320 15590304 43170 2633520 48139332 49938470 37131857 35465111 11007475 14473359 TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES. 0 0 11710944 95078 15673454 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 218 APARTMENTS AND A 60 BED SKILLED NURSING FACILITY. THE COMMUNITY PROVIDES AGING SERVICES TO PROMOTE GENERAL HEALTH, WELFARE AND SECURITY FOR THE SENIOR RESIDENTS, AND TO PLAN AND DEVELOP NEW PROGRAMS AND SERVICES TO MEET THE EVOLVING SOCIAL, HEALTH AND PERSONAL NEEDS OF RESIDENTS. 11710944 1 1 0 0 0 0 0 0 1 0 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 28 0 321 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X MICHAEL GRIFFIN CFO 2153540565 626 JACKSONVILLE ROAD NO 200 WARMINSTER PA 18974 JEFF PETTY PRESIDENT AND CEO 1.00 44.00 X X 0 454708 20288 KEN FRANIAK CFO 1.00 45.00 X X 0 267350 18177 STEVE CHERRY EXECUTIVE DIRECTOR (RET. SEPT. '20) 40.00 X X 133952 0 9826 MAUREEN CASEY EXECUTIVE DIRECTOR (BEGAN 8/20) 16.00 24.00 X X 56024 112508 8151 YUEHHSIA CHEN DIRECTOR OF NURSING 40.00 X 103564 0 9861 293540 834566 66303 2 0 1 0 BENCHMARK CONSTRUCTION 4121 OREGON PIKE BROWNSTOWN PA 17508 CONSTRUCTION 3073982 LENHARDT RODGER ARCHITECTS 438 S BETHLEHEM PIKE FORT WASHINGTON PA 19034 ARCHITECTURAL SERVICES 469839 TILLEY FIRE SOLUTIONS 140 COMMERCE DRIVE MONTGOMERYVILLE PA 18936 CONSTRUCTION 138502 HIRSCHBERG MECHANICAL LLC PO BOX 638 FORT WASHINGTON PA 19034 CONSTRUCTION 107407 4 828996 828996 HEALTH CENTER 623990 5861928 5861928 INDEPENDENT LIVING 623990 5268309 5268309 ENTRY FEE AMORTIZATION 623990 2981637 2981637 PERSONAL CARE 623990 1470751 1470751 ASSESSMENT REVENUE 623990 90829 90829 15673454 456151 456151 776 776 5000 0 5000 5000 5000 3529444 2971840 557604 557604 557604 COMPANION REVENUE 623990 674127 674127 DINING REVENUE 623990 17414 17414 PCC ACTIVITY 623000 6835 6835 3467 3467 701843 18223824 15673454 0 1721374 95078 95078 202511 202511 6266393 5379999 886394 181690 158100 23590 757925 568091 189834 642848 434221 208627 1204255 1204255 221722 221722 23000 23000 13990 13990 432861 300525 132336 161146 161146 646318 593281 53037 1195188 1176437 18751 790 568 222 1087258 869806 217452 1236205 988964 247241 98150 98150 FOOD 679664 679664 MEDICAL SUPPLIES 218315 218315 BAD DEBT EXPENSE 152120 152120 BARBER & BEAUTY 30086 30086 42791 15298 27493 15590304 11710944 3879360 0 967925 115585 2008212 1376703 908283 850457 152859 150242 47390890 28701404 15322221 18689486 16261888 14293596 12517944 14462401 48139332 49938470 2895919 2472659 11697645 10588308 20902310 20618985 244265 195428 1391718 1589731 37131857 35465111 X 11007475 14473359 11007475 14473359 48139332 49938470 2633520 1002674 -170310 0 X 0 1 X 1 0 X 828996 828996 15214699 15974706 15671637 15843815 15673454 78378311 15214699 15974706 15671637 15843815 16502450 79207307 0 0 0 79207307 167654 218282 381316 438946 461927 1668125 167654 218282 381316 438946 461927 1668125 165753 618446 701418 763184 701843 2950644 15548106 16811434 16754371 17045945 17666220 83826076 0.94490 0.95110 0.01990 0.01890 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2016 AMOUNT: $ 165,753. 2019 AMOUNT: $ 152. 2020 AMOUNT: $ 111. COMPANION REVENUE - 2017 AMOUNT: $ 554,130. 2018 AMOUNT: $ 643,829. 2019 AMOUNT: $ 649,969. 2020 AMOUNT: $ 674,127. DINING REVENUE - 2017 AMOUNT: $ 64,316. 2018 AMOUNT: $ 57,589. 2019 AMOUNT: $ 55,184. 2020 AMOUNT: $ 17,414. GUEST STAYS - 2019 AMOUNT: $ 11,925. 2020 AMOUNT: $ 1,950. APPLICATION FEES - 2019 AMOUNT: $ 5,940. 2020 AMOUNT: $ 600. FINANCE CHARGES - 2019 AMOUNT: $ 14,969. 2020 AMOUNT: $ 686. CONVENIENCE FEES - 2019 AMOUNT: $ 1,795. 2020 AMOUNT: $ 115. HOUSEKEEPING REVENUE - 2019 AMOUNT: $ 400. 2020 AMOUNT: $ 5. PCC ACTIVITY - 2019 AMOUNT: $ 22,850. 2020 AMOUNT: $ 6,835. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 963078 963078 35273575 18939097 16334478 10124602 9415242 709360 1029635 347065 682570 18689486 DUE FROM AFFILIATES 13066324 DEBT SERVICE FUND DEPOSITS 1388768 CASH HELD FOR RESIDENTS 7309 14462401 ENTRANCE FEE DEPOSITS 241278 REFUNDABLE ENTRANCE FEES 1348453 1589731 19131420 1002674 -95078 907596 18223824 0 18223824 15495226 0 15495226 95078 95078 15590304 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 XI, LINE 2D - OTHER ADJUSTMENTS: RESIDENT ASSISTANCE -95,078. PART XII, LINE 4B - OTHER ADJUSTMENTS: RESIDENT ASSISTANCE 95,078. 1 MONTHLY FEE ASSISTANCE FOR INDEPENDENT OR ASSISTED LIVING RESIDENTS 5 95078 N/A PART I, LINE 2: GRANT ASSISTANCE FOR RESIDENTS OF INDEPENDENT OR ASSISTED LIVING ARE MADE BASED ON DEMONSTRATED FINANCIAL NEED. MANAGEMENT OF EVANGELICAL SERVICES FOR THE AGING REVIEWS THE SPECIFIC SITUATIONS FOR EACH RESIDENT WHO IS REQUESTING ASSISTANCE. MANAGEMENT MAKES THE DETERMINATION BASED ON THE INDIVIDUAL FINANCIAL NEEDS OF THE RESIDENTS. X 0 0 0 1 0 0 0 0 0 0 0 JEFF PETTY PRESIDENT AND CEO 0 435208 0 0 0 19500 0 11400 0 8888 0 474996 0 0 KEN FRANIAK CFO 0 254992 0 0 0 12358 0 10224 0 7953 0 285527 0 0 MAUREEN CASEY EXECUTIVE DIRECTOR (BEGAN 8/20) 56024 112508 0 0 0 0 2243 4509 466 933 58733 117950 0 0 PART I, LINE 1A THE EXECUTIVE DIRECTOR STEVE CHERRY, A MINISTER AT DOYLESTOWN, RECEIVED A $10,222 HOUSING ALLOWANCE/RESIDENCE FOR PERSONAL USE. THIS AMOUNT WAS INCLUDED IN HIS TAXABLE WAGES. PART I, LINE 3 COMPENSATION FOR THE CEO AND HIS DIRECT REPORTS IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE 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 2020. PART I, LINE 4B JEFF PETTY (PRESIDENT & CEO) AND KEN FRANIAK (CFO) PARTICIPATE IN A 457 DEFERRED COMPENSATION PLAN. AT THE END OF THE YEAR, THE AMOUNT OF THEIR 457 CONTRIBUTIONS WERE $19,500 AND $12,358, RESPECTIVELY. A PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT 232237287 717824AR7 2017-08-15 18053909 REFUNDING AND CAPITAL PROJECTS 0 0 0 A 18054685 1104184 342666 5076000 11531835 2020 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 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. FORM 990, PART VI, SECTION A, LINE 1 THE BOARD OF TRUSTEES 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 EVANGELICAL SERVICES FOR THE AGING IS SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A EVANGELICAL SERVICES FOR THE AGING 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 EVANGELICAL SERVICES FOR THE AGING: 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 EVANGELICAL SERVICES FOR THE AGING 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 AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. REQUESTS FOR THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WILL BE CONSIDERED ON A CASE-BY-CASE BASIS. EVANGELICAL MANOR DBA WESLEY ENHANCED LIVING PENNYPACK PARK 626 JACKSONVILLE RD SUITE 200 WARMINSTER PA 18974 230563550 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 WESLEY ENHANCED LIVING BURHOLME DBA THE NORTH AMERICAN BAPTIST HOME FOR THE 626 JACKSONVILLE RD 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 RD 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 RD SUITE 200 WARMINSTER PA 18974 231971878 FUNDRAISING ARM OF EVANGELICAL SERVICES FOR THE AGING PA 501(C)(3) LINE 12A, I N/A 0 EVANGELICAL SERVICES FOR THE AGING DBA WESLEY ENHANCED LIVING 626 JACKSONVILLE RD SUITE 200 WARMINSTER PA 18974 232648022 MANAGE/OPERATE CCRCS PA 501(C)(3) LINE 12C, III-FI N/A 0 STAPELEY HALL DBA WESLEY ENHANCED LIVING AT STAPELEY 626 JACKSONVILLE RD SUITE 200 WARMINSTER PA 18974 232145152 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 MARTINS RUN DBA WESLEY ENHANCED LIVING MAIN LINE 626 JACKSONVILLE RD 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 RD SUITE 200 WARMINSTER PA 18974 272268177 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 1 1