2021-11-11T22:58:28-06:00 2020-12-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2020-01-01 230563550 EVANGELICAL MANOR EVAN 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 PENNYPACK PARK JEFF PETTY 626 JACKSONVILLE ROAD NO 200 WARMINSTER PA 18974 15644484 0 3423 X WWW.WEL.ORG X 1888 PA THE ORGANIZATION OPERATES A NON-PROFIT CONTINUING CARE RETIREMENT COMMUNITY, INCLUDING INDEPENDENT APARTMENTS, PERSONAL CARE APARTMENTS, AND A SKILLED NURSING FACILITY. 3 0 362 5 125 0 0 1364172 14538231 14139665 56808 49870 78918 76995 14673957 15630702 103292 56607 0 0 10068587 10580685 0 0 0 7098647 6650371 17270526 17287663 -2596569 -1656961 24895994 22334803 27518864 26576987 -2622870 -4242184 TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES. 0 0 13851998 56607 14139665 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 72 APARTMENTS, 42 PERSONAL CARE UNITS, AND A 120 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. 13851998 1 1 0 0 0 0 0 0 1 0 1 0 0 0 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 24 0 362 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 KEN FRANIAK CFO 1.00 44.00 X X 0 267350 18177 SUZANNE LACHMAN EXECUTIVE DIRECTOR 40.00 X X 161484 0 13843 JEFF PETTY PRESIDENT AND CEO 1.00 45.00 X X 0 454708 20288 SEEMA FRANCIS DIRECTOR OF NURSING 40.00 X 126124 0 12124 JAIMIE JAMES SPEECH THERAPIST 40.00 X 111827 0 5431 FRANK CASPER PHYSICAL THERAPIST 40.00 X 104564 0 11197 503999 722058 81060 4 0 1 0 INDUSTRIAL MECHANICAL 240 TANNER AVE HATBORO PA 19040 MECHANICAL CONTRACTOR 322292 1 1364172 1364172 HEALTH CENTER 623990 9952984 9952984 PERSONAL CARE 623990 1772190 1772190 INDEPENDENT LIVING 623990 1535604 1535604 ENTRY FEE AMORTIZATION 623990 548074 548074 ASSESSEMENT REVENUE 623990 330813 330813 14139665 46551 46551 733 733 10000 0 10000 10000 10000 16368 13782 2586 2586 2586 DINING SERVICE REVENUE 623990 30040 125 29915 INSURANCE PROCEEDS 900099 27967 27967 TRANSPORTATION REVENUE 900099 7694 7694 1294 1294 66995 15630702 14139665 125 126740 56607 56607 175327 175327 8478662 7645014 833648 231061 204655 26406 899032 694810 204222 796603 600023 196580 375977 375977 229128 229128 27000 27000 13459 13459 481016 347900 133116 192316 192316 472125 432700 39425 722317 695533 26784 677 16 661 1059573 847658 211915 1278879 1023103 255776 92729 92729 FOOD 605983 605983 BAD DEBT 546592 546592 MEDICAL SUPPLIES 491761 491761 EMPLOYEE EXPENSES 33063 21048 12015 27776 9860 17916 17287663 13851998 3435665 0 448548 147235 1295269 749173 51649 53699 47275194 29145513 19007452 18129681 4028837 3178928 64239 76087 24895994 22334803 2838959 2310164 1879455 1458258 20343714 20067602 125971 121015 2330765 2619948 27518864 26576987 X -2622870 -4242184 -2622870 -4242184 24895994 22334803 -1656961 85927 -48280 0 X 0 1 X 1 0 X 16000 1364172 1380172 14036119 14609353 14852328 14538231 14139665 72175696 14036119 14609353 14868328 14538231 15503837 73555868 0 0 0 73555868 3663 4386 118547 86779 57284 270659 3663 4386 118547 86779 57284 270659 127064 130494 95572 74352 66870 494352 14166846 14744233 15082447 14699362 15627991 74320879 0.98970 0.98930 0.00360 0.00300 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: DINING SERVICE REVENUE - 2016 AMOUNT: $ 127,064. 2017 AMOUNT: $ 130,494. 2018 AMOUNT: $ 95,572. 2019 AMOUNT: $ 60,180. 2020 AMOUNT: $ 29,915. TRANSPORTATION REVENUE - 2019 AMOUNT: $ 10,417. 2020 AMOUNT: $ 7,694. MISC INCOME - 2019 AMOUNT: $ 1,417. 2020 AMOUNT: $ 42. FINANCE CHARGES - 2019 AMOUNT: $ 218. 2020 AMOUNT: $ 10. CONVENIENCE FEES - 2019 AMOUNT: $ 111. 2020 AMOUNT: $ 392. HOUSEKEEPING REVENUE - 2019 AMOUNT: $ 1,564. 2020 AMOUNT: $ 850. COMPANION REVENUE - 2019 AMOUNT: $ 445. INSURANCE PROCEEDS - 2020 AMOUNT: $ 27,967. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 126629 126629 41947425 24507548 17439877 5078676 4578706 499970 122464 59259 63205 18129681 DUE TO AFFLIATES 2619948 2619948 15660022 85927 -56607 29320 15630702 0 15630702 17231056 0 17231056 56607 56607 17287663 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 -56,607. PART XII, LINE 4B - OTHER ADJUSTMENTS: RESIDENT ASSISTANCE 56,607. 1 MONTHLY ASSISTANCE FOR INDEPENDENT OR ASSISTED LIVING 2 56607 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. 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 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 SUZANNE LACHMAN EXECUTIVE DIRECTOR 161484 0 0 0 0 0 6493 0 7350 0 175327 0 0 0 PART I, LINE 3 COMPENSATION FOR THE CEO AND ITS 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 20969541 REFINANCING AND CAPITAL PROJECTS 0 0 0 A 20970274 1042841 323629 2112171 17491633 2020 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 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. NEW HERITAGE TOWERS DBA WESLEY ENHANCED LIVING DOYLESTOWN 626 JACKSONVILLE RD SUITE 200 WARMINSTER PA 18974 232366563 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 THE NORTH AMERICAN BAPTIST HOME FOR THE AGED DBA WESLEY ENHANCED LIVING BUR 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 MARTINS RUN 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 1 1