2021-11-15T11:18:51-06:00 2020-12-31 HW&CO 23240 Chagrin Blvd Suite 700 Cleveland OH 441225450 990 2020-01-01 310738614 WESLEY GLEN INC % ROBERT WEHNER WESL 6148887492 5155 NORTH HIGH STREET COLUMBUS OH 43214 Robert Wehner CFO 6148887492 2021-11-13 true Robert Wehner 999009999 David M Reape CPA P00068117 2168311200 2021-11-15 3 2020 2022-09-23 18:48:47Z MARGARET CARMANY 5155 N HIGH STREET COLUMBUS OH 43214 12436096 false X WWW.METHODISTELDERCARE.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. X 21 21 369 85 0 319933 1095355 18724032 10850333 378143 0 435675 490408 19857783 12436096 105020 125830 0 0 9121941 7813359 0 0 0 9325338 5550573 18552299 13489762 1305484 -1053666 70499725 6684841 37680087 5713810 32819638 971031 TO PROVIDE QUALITY HOUSING, HEALTHCARE, AND SERVICES TO SENIORS IN AN INTENTIONALLY CHRISTIAN COMMUNITY, ON A FIRM FINANCIAL FOUNDATION, THROUGH EFFECTIVE STRATEGIC PLANNING. false false 12528221 125830 11340741 WESLEY GLEN, OPENED IN 1969 IN COLUMBUS OHIO, PROVIDES INDEPENDENT, ASSISTED LIVING, DEMENTIA CARE AND NURSING CARE TO SENIOR RESIDENTS. ADDITIONAL SERVICES AVAILABLE INCLUDE SOCIAL, RECREATIONAL AND WELLNESS PROGRAMS, THERAPY, TRANSPORTATION, CONCIERGE, HOUSEKEEPING AND MAINTENANCE. 12528221 true true false false false false false false false true true false false false true false false true false false false false false false false false false false true true false false false false false false false false false false false true false true false false false true 51 0 true 369 true false false false false false false false false false false false false X 21 21 false false false false true false false true true false false true true true true true true true true false OH X ROBERT WEHNER 6148887492 5155 NORTH HIGH STREET COLUMBUS OH 43214 MARGARET CARMANY CEO 1.0 39.0 X 0 237504 25181 ROBERT WEHNER CFO 1.0 39.0 X 0 235306 14130 DAWN SCHAFFNER COO 1.0 39.0 X 0 174307 10054 JILL EASTERLING EXECUTIVE DIRECTOR 40.0 0.0 X 82424 19971 8685 ANNE H BROWN TRUSTEE 0.15 1.0 X 0 0 0 THOMAS M BROWN TRUSTEE 0.15 1.0 X 0 0 0 CELIA CONLON TRUSTEE 0.15 1.0 X 0 0 0 KAREN COOK TRUSTEE 0.15 1.0 X 0 0 0 REV H EUGENE FOLDEN JR TRUSTEE 0.15 1.0 X 0 0 0 CHRIS GODLEY TRUSTEE 0.15 1.0 X 0 0 0 JAN HILLS TRUSTEE 0.15 1.0 X 0 0 0 JON HOFFMAN TRUSTEE 0.15 1.0 X 0 0 0 ROBERT A HOLM TRUSTEE 0.15 1.0 X 0 0 0 JOHN W HOPPERS TRUSTEE 0.15 1.0 X 0 0 0 DIONE JOSEPH TRUSTEE 0.15 1.0 X 0 0 0 DIANA KEEFER TRUSTEE 0.15 1.0 X 0 0 0 SUSAN KYSER TRUSTEE 0.15 1.0 X 0 0 0 KASSEM K MATT TRUSTEE 0.15 1.0 X 0 0 0 MARK J PALMER TRUSTEE 0.15 1.0 X 0 0 0 NANCY RUMMEL TRUSTEE 0.15 1.0 X 0 0 0 MARY ANN SHORT TRUSTEE 0.15 1.0 X 0 0 0 R THOMAS SLACK TRUSTEE 0.15 1.0 X 0 0 0 MARK E STORER TRUSTEE 0.15 1.0 X 0 0 0 JOHN JACK WHITAKER TRUSTEE 0.15 1.0 X 0 0 0 L CEAN WILSON TRUSTEE 0.15 1.0 X 0 0 0 82424 667088 58050 0 false true false WSB REHABILITATION SERVICES INC 510 W MAIN STREET STE B CANFIELD OH 44406 THERAPY SERVICE 600553 MEDICAL STAFFING NETWORK PO BOX 840292 DALLAS TX 75284 STAFFING 335768 HEALTH PRO STAFFING 950 H TAYLOR STATION RD COLUMBUS OH 43230 STAFFING 119825 3 1095355 1095355 RESIDENT SERVICES 623000 9929972 9929972 STIMULUS RELIEF GRANTS 623000 920361 920361 10850333 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MISCELLANEOUS REVENUE 900099 490408 490408 490408 12436096 11340741 0 125830 125830 0 0 90694 90694 0 6091307 6038000 53307 38179 34187 3992 953831 860268 93563 639348 579113 60235 615529 615529 7680 6912 768 0 0 0 0 812549 801993 10556 0 115433 110025 5408 89290 80361 8929 0 1326537 1326537 1027 937 90 0 14665 14654 11 0 0 268945 255498 13447 101727 96641 5086 MEDICAL SUPPLIES & ANCILLARY 1029519 1029519 FOOD 437328 437328 OTHER TAXES 315229 315229 SUPPLIES 241843 241917 -74 173272 173272 13489762 12528221 961541 0 43181448 302300 84680 0 0 0 828176 742532 0 0 0 0 0 0 79180 66969 143509 62808 9334298 3829777 17424098 5504521 4638422 0 0 0 3713429 0 0 0 406783 5711 70499725 6684841 1540276 902817 0 0 0 0 0 0 0 0 0 0 4883296 0 0 0 31256515 4810993 37680087 5713810 X 32418118 971031 401520 0 32819638 971031 70499725 6684841 X -1053666 -30794941 X false true X true false X 162880 148658 213090 319933 1095355 1939916 20614630 21529725 20750099 19147022 11340741 93382217 0 0 0 20777510 21678383 20963189 19466955 12436096 95322133 0 171835 40792 157264 293442 0 663333 171835 40792 157264 293442 0 663333 94658800 122946 160064 144449 205469 0 632928 0 122946 160064 144449 205469 0 632928 0 0 20900456 21838447 21107638 19672424 12436096 95955061 0.98649 0.98396 0.00660 0.00727 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 395742 5796 401538 417718 -21994 395724 393201 24517 417718 393859 -658 393201 false false 5170294 407728 4762566 1220241 1013267 206974 2943763 2408782 534981 5504521 0 DUE TO AFFILIATES 4810993 4810993 WORKS OF ART ART PIECE WAS DONATED TO ORGANIZATION. PAINTING IS ON DISPLAY IN CONFERENCE ROOM. Endowments 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. true CHARITABLE CARE PROGRAM 3 68635 FREE DAY PROGRAM 19 57195 PROCEDURE FOR MONITORING GRANTS IN THE US FOR FREE CARE DAYS, CONTRACTS OF INDEPENDENT LIVING RESIDENTS CONTAIN A STATEMYNT REGARDING THE ABILITY TO UTILIZE 10 FREE DAYS PER YEAR AT ANOTHER LEVEL OF CARE. FOR CHARITABLE CARE CREDIT, RESIDENTS ARE EVALUATED UPON ADMISSION TO DETERMINE FINANCIAL NEED. IN ADDITION, IF A RESIDENTS' RESOURCES ARE DEPLETED AT A LATER TIME, AN APPLICATION CAN BE COMPLETED TO RECEIVE CHARITABLE CARE. X X X X false true false false false false false false false MARGARET CARMANY CEO 0 236904 0 600 0 0 0 18655 0 6526 0 262685 0 0 ROBERT WEHNER CFO 0 229706 0 5600 0 0 0 14130 0 0 0 249436 0 0 DAWN SCHAFFNER COO 0 171207 0 3100 0 0 0 10054 0 0 0 184361 0 0 Nonqualified retirement plan payments MARGARET CARMANY $13,991; ROBERT WEHNER $11,775 and Dawn Schaffner $6,703. cash and securities 2020-07-30 35367071 FMV 852687288 WESLEY GLEN RETIREMENT COMMUNITY L 5155 N HIGH STREET COLUMBUS OH 43214 501(C)(3) false false false false PAGE 12, PART XI, Line 9 FORGIVENESS OF INTERCOMPANY PAYABLE $4,572,130 TRANSFER OF NET ASSETS WITHOUT DONOR RESTRICTIONS -$34,965,551 TRANSFER OF NET ASSETS WITH DONOR RESTRICTIONS -$401,520 PART VI, SECTION B, LINE 11 THE CFO REVIEWS FORM 990, BEFORE FILING AN ELECTRONIC COPY IS PROVIDED TO THE BOARD MEMBERS FOR THEIR REVIEW BEFORE FILING. 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. PART VI, SECTION B, LINE 15 THE ORGANIZATION USES WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEYS OR STUDIES, AND APPROVAL BY THE BOARD TO ESTABLISH COMPENSATION. THE PROCESS WAS LAST COMPLETED IN 2020. PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. WESLEY AT HOME INC 5155 NORTH HIGH STREET COLUMBUS OH 43214 311152032 ADULT DAYCARE OH 501(C)(3) 10 MET RET CNTR false WESLEY RIDGE INC 2225 LC SR 256 REYNOLDSBURG OH 43068 311461485 HEALTHCARE OH 501(C)(3) 10 MET RET CNTR false WESLEY GLEN HEALTH SERVICES CORP 5155 NORTH HIGH STREET COLUMBUS OH 43214 311614458 HEALTHCARE OH 501(C)(3) 12B,TYPE II MET RET CNTR false WESLEY RIDGE RESIDENCE CORP 2225 LC SR 256 REYNOLDSBURG OH 43068 311595342 HEALTHCARE OH 501(C)(3) 10 MET RET CNTR false METHODIST RETIREMENT CENTER CENTRAL OHIO 5155 NORTH HIGH STREET COLUMBUS OH 43214 310711146 HEALTHCARE OH 501(C)(3) 12A, TYPE I NA false HOSPICE SERVICES AT METHODIST ELDERCARE 5155 NORTH HIGH STREET COLUMBUS OH 43214 271188840 HOSPICE OH 501(C)(3) 10 MET RET CNTR false Senior Pharmacy Services Ltd 5155 NORTH HIGH STREET COLUMBUS OH 43214 healthcare OH Met Ret Cntr UNRELATED 0 0 false 0 false METHODIST ELDERCARE PHYSICIAN SERVICES 5155 NORTH HIGH STREET COLUMBUS OH 43214 471567121 NURSING/RES L OH NA C CORP 0 0 false false false false false false false false false false false true true false false true true true false true