2025-10-20T14:44:09-05:00 2024-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990 2024-01-01 314417962 WEXNER HERITAGE VILLAGE WEXN 6145590332 1151 COLLEGE AVENUE COLUMBUS OH 432092897 TANYA K HAHN CFO 6145590332 2025-10-16 1 1 AMY CIMINELLO P00796388 2483757100 2025-10-16 2024 2025-03-06 01:10:19Z COREY GOLDSAND 1151 COLLEGE AVENUE COLUMBUS OH 432092897 15133220 0 X WWW.WHV.ORG X 1969 OH TO PROVIDE SKILLED NURSING CARE AND RELATED SERVICES TO THE ELDERLY 18 18 0 18 0 0 635685 538658 12385920 13861904 111749 228844 524903 503814 13658257 15133220 0 0 0 0 6037624 6925869 0 0 0 7467902 7917089 13505526 14842958 152731 290262 25007864 31104075 19402577 25218845 5605287 5885230 TO PROVIDE RESIDENTIAL CARE AND RELATED SERVICES TO THE ELDERLY 0 0 11756653 0 14325794 PROVIDES SKILLED NURSING CARE AND RELATED SERVICES TO THE ELDERLY (99 BED NURSING FACILITY) 11756653 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 12 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 1 1 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 AVENUE COLUMBUS OH 432092897 X KEITH SCHUSS SECRETARY 0.25 1.25 X X 0 0 0 IRA KANE CHAIRMAN 0.25 1.25 X 0 0 0 MARK YALE FINANCE CHAIR/PAST BOARD CHAIR 0.25 1.25 X 0 0 0 FRED SUMMER DIRECTOR/VICE CHAIR 0.25 1.25 X 0 0 0 JOSH BOKOR DIRECTOR 0.25 1.25 X 0 0 0 ARNOLD GOOD MD DIRECTOR 0.25 1.25 X 0 0 0 AMY KLABEN DIRECTOR 0.25 1.25 X 0 0 0 MARK UNGAR DIRECTOR 0.25 1.25 X 0 0 0 KAREN BOKOR DIRECTOR 0.25 1.25 X 0 0 0 ROSS FRIEDMAN DIRECTOR 0.25 1.25 X 0 0 0 CHERYL HOOKER DIRECTOR 0.25 1.25 X 0 0 0 SAM MARCELLINO DIRECTOR 0.25 1.25 X 0 0 0 MARIAN SCHUDA MD DIRECTOR 0.25 1.25 X 0 0 0 GERRY STEIMAN MD DIRECTOR 0.25 1.25 X 0 0 0 MAXX BLANK DIRECTOR 0.25 1.25 X 0 0 0 SHELBY NATHANS DIRECTOR 0.25 1.25 X 0 0 0 STEVEN STIGLITZ DIRECTOR 0.25 1.25 X 0 0 0 LISA ROGERS DIRECTOR 0.25 1.25 X 0 0 0 COREY A GOLDSAND PRESIDENT 1.00 44.00 X 0 0 0 TANYA HAHN CHIEF FINANCIAL OFFICER 1.00 44.00 X 0 0 0 0 0 0 0 0 0 0 NEXDINE LLC 905B SOUTH MAIN STREET SUITE 203 MANSFIELD MA 02048 DINING SERVICES 1873901 HEALTHPRO HERITAGE LLC 307 INTERNATIONAL CIR SUITE 100 HUNT VALLEY MD 21030 THERAPY SERVICES 1231791 XENDELLA HOSPITALITY 905B SOUTH MAIN STREET SUITE 203 MANSFIELD MA 02048 HOUSEKEEPING/LAUNDRY SERVICES 603138 SAHARA GLOBAL SECURITY LLC 85 EAST GAY STREET COLUMBUS OH 43215 SECURITY SERVICES 356995 PRELUDE SERVICES 5095 RITTER RD SUITE 112 MECHANICSBURG PA 17055 IT SERVICES 160644 6 24180 514478 538658 RESIDENT REVENUE 623000 13861904 13861904 13861904 228844 228844 463890 0 463890 463890 463890 MAINTENANCE ALLOCATION 990000 29900 29900 10024 10024 39924 15133220 14325794 0 268768 X 5744998 4963566 781432 14072 9191 4881 697230 1808 695422 469569 368937 100632 273565 273565 8028 8028 56848 56848 3822104 3133059 689045 270719 192302 78417 138548 138548 574643 574643 4407 1377 3030 4922 3935 987 112510 112510 489358 489358 163943 163943 SUPPLIES 1011181 907902 103279 ASSESSMENT FEES 563080 563080 BAD DEBT EXPENSE 266617 266617 RECRUITMENT 82340 82340 74276 4425 69851 14842958 11756653 3086305 0 237937 58124 2626719 2994645 2335141 1963846 174454 194189 26843920 24589852 2556432 2254068 1176527 1266511 15900654 22372692 25007864 31104075 1139791 1173758 18262786 24045087 19402577 25218845 X 5111522 5391433 493765 493797 5605287 5885230 25007864 31104075 290262 -10319 0 X X 0 1 X 1 0 X 1746396 570714 1461144 635685 538658 4952597 9448146 8869294 9683492 12385920 14554638 54941490 11194542 9440008 11144636 13021605 15093296 59894087 0 0 0 59894087 464492 574237 482228 567605 2088562 464492 574237 482228 567605 2088562 167274 264437 124454 69047 39924 665136 11826308 10278682 11751318 13658257 15133220 62647785 0.95600 0.93840 0.03330 0.04280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1175348 2613 125043 28450 9223 1265331 1014751 56028 130463 17999 7895 1175348 1148303 926 -108967 17550 7961 1014751 1032430 912 136223 13050 8212 1148303 882426 57635 98799 6430 1032430 0.00000 1.00000 0.00000 1 0 20504554 18917117 1587437 6339366 5672735 666631 2254068 DEPOSITS 8000 DUE FROM RELATED PARTY 22364692 22372692 LINE OF CREDIT 1112023 DUE TO RELATED PARTY 22921505 SECURITY DEPOSITS 11559 24045087 PART V, LINE 4: FUNDS ARE USED TO SUPPORT PATIENTS AND ACTIVITIES IN OUR NURSING HOME, AS PRESCRIBED BY DONOR RESTRICTIONS. ALL FUNDS ARE MANAGED AND CONTROLLED BY THE COLUMBUS JEWISH FOUNDATION AND EACH RESPECTIVE DONOR. FORM 990, PART VI, SECTION A, LINE 2 JOSH BOKOR AND KAREN BOKOR HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 WEXNER HERITAGE VILLAGE AND AFFILIATES ENTERED INTO A MANAGEMENT AGREEMENT WITH UNITED CHURCH HOMES ("UCH"). UCH PROVIDES VARIOUS MANAGERIAL, FINANCIAL, STRATEGIC PLANNING, AND DEVELOPMENT SERVICES TO WEXNER HERITAGE VILLAGE AND AFFILIATES THROUGH THE EMPLOYMENT OF THE PRESIDENT AND CHIEF FINANCIAL OFFICER. THE PRESIDENT AND CFO OF WEXNER HERITAGE VILLAGE AND ASSOCIATES ARE EMPLOYED AND COMPENSATED BY UCH. THE AMOUNTS REFLECT REPORTABLE COMPENSATION FOR CALENDAR YEAR 2024. BELOW IS THEIR REPORTABLE COMPENSATION RECEIVED FROM UCH FOR SERVICES PROVIDED TO THE ORGANIZATION AND RELATED ORGANIZATIONS DURING THE YEAR: COREY GOLDSAND, PRESIDENT - $197,922 TANYA HAHN, CFO - $178,469 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 FINANCE COMMITTEE 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 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 IX, LINE 11G LAB & RADIOLOGY SERVICES: PROGRAM SERVICE EXPENSES 79,872. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,872. CLINICAL THERAPY SERVICES: PROGRAM SERVICE EXPENSES 1,214,998. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,214,998. CONTRACTED DINING SERVICES: PROGRAM SERVICE EXPENSES 1,767,692. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,767,692. ADMIN, HR, & COLLECTION PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 99,780. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 99,780. HOUSEKEEPING & LAUNDRY SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 477,673. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 477,673. REPAIRS & MAINTENANCE SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 111,592. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 111,592. OTHER CLINICAL PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 70,497. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 70,497. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED. CREEKSIDE AT THE VILLAGE 2200 WELCOME PLACE COLUMBUS OH 43209 300165308 INDEPENDENT & ASSISTED LIVING FOR SENIORS OH 501(C)(3) LINE 10 WEXNER HERITAGE VILLAGE 1 VILLAGE SHALOM APARTMENTS INC 2117 ASTOR AVE BEXLEY OH 43209 300159783 AFFORDABLE HOUSING OH 501(C)(3) LINE 10 WEXNER HERITAGE VILLAGE 1 WHV FOUNDATION 1151 COLLEGE AVENUE COLUMBUS OH 43209 311804511 SUPPORTS RESIDENTS ON WEXNER CAMPUS OH 501(C)(3) LINE 12A, I 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 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0