2018-11-13T16:05:13-05:00 2017-12-31 HW&CO 23240 Chagrin Blvd Suite 700 Cleveland OH 441225450 990 2017-01-01 310711146 METHODIST RETIREMENT CENTER OF CENTRAL OHIO % ROBERT WEHNER METH 6148887492 5155 NORTH HIGH STREET COLUMBUS OH 43214 ROBERT WEHNER CFO 6148887492 2018-11-12 true Jordan L Keller CPA P01353255 2168311200 2018-11-12 68.171.14.4 34122420183175000014 2018-11-13 P 34089975C9E51BE86CA840C95A49BD49D8F931EE 34089975C9E51BE86CA840C95A49BD49D8F931EE 2017 2019-02-21 02:37:17Z THE WESLEY COMMUNITIES MARGARET CARMANY 5155 N HIGH STREET COLUMBUS OH 43214 3095334 false X WWW.METHODISTELDERCARE.ORG X 1965 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 56 48 35919 276536 110065 1928381 2356166 48890 95385 334949 419032 2588756 2980648 0 0 0 0 2598757 2905477 0 0 553195 777005 2035105 3375762 4940582 -787006 -1959934 32711759 81056992 33449363 83344088 -737604 -2287096 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 788966 2630779 PROVIDE MANAGEMENT SERVICES TO RELATED, EXEMPT ENTITIES THAT PROVIDE HOUSING, HEALTHCARE, AND DAYCARE TO THE ELDERLY. 788966 true true false false false false false false false true true false false true true false false true false false false false false false true false false false false true false false false false false false false false false false false false true true true true false false true 61 0 true 56 true true true false false false false false false false false false X 21 21 false false false false false 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 ROBERT BRADLEY TRUSTEE 0.15 1.0 X 0 0 0 ANNE H BROWN TRUSTEE 0.15 1.0 X 0 0 0 THOMAS M BROWN TRUSTEE 0.15 1.0 X 0 0 0 R THOMAS SLACK TRUSTEE 0.15 1.0 X 0 0 0 CLARENCE J CUNNINGHAM TRUSTEE 0.15 1.0 X 0 0 0 REV H EUGENE FOLDEN JR TRUSTEE 0.15 1.0 X 0 0 0 JAN HILLS TRUSTEE 0.15 1.0 X 0 0 0 ROBERT A HOLM TRUSTEE 0.15 1.0 X 0 0 0 DAVID CADY TRUSTEE 0.15 1.0 X 0 0 0 DIONE JOSEPH TRUSTEE 0.15 1.0 X 0 0 0 CHARLES W LOVELESS TRUSTEE 0.15 1.0 X 0 0 0 KAREN COOK TRUSTEE 0.15 1.0 X 0 0 0 MARK J PALMER TRUSTEE 0.15 1.0 X 0 0 0 MARY ANN SHORT 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 JOHN W HOPPERS TRUSTEE 0.15 1.0 X 0 0 0 JON HOFFMAN TRUSTEE 0.15 1.0 X 0 0 0 NANCY RUMMEL TRUSTEE 0.15 1.0 X 0 0 0 JOAN WILSON TRUSTEE 0.15 1.0 X 0 0 0 MARK E STORER TRUSTEE 0.15 1.0 X 0 0 0 MARGARET CARMANY CEO 39.0 1.0 X 259397 0 27032 ROBERT WEHNER CFO 39.0 1.0 X 241572 0 14429 DAWN SCHAFFNER COO 39.0 1.0 X 177641 0 10529 WENDELL GRAVES EXECUTIVE DIRECTOR 40.0 0.0 X 98311 0 8523 CHRISTOPHER NICHOLS DIR. CLINICAL SERVICES 40.0 0.0 X 144717 0 9495 ANN WENELL DIR. MARKETING 40.0 0.0 X 113039 0 8815 NENAD MATEJIC DIR. INFORMATION TECHNOLOGY 40.0 0.0 X 103145 0 6526 CATHY WIGTON DIR. FUND DEVELOPMENT 40.0 0.0 X 154168 0 6526 1291990 0 91875 7 false true false PH7 ARCHITECTS INC 448 W NATIONWIDE BLVD LOFT 100 COLUMBUS OH 43215 ARCHITECT SERVICES 175404 THE ULTIMATE SOFTWARE GROUP INC 2000 ULTIMATE WAY WESTON FL 33326 COMPUTER SERVICES 119059 LIME DESIGN LLC 798 SUMMIT STREET COLUMBUS OH 43215 INTERIOR DESIGN SERV 107937 JIMAC ARCHITECTS PLANNERS LLC 781 NORTHWEST BLVD STE 100 COLUMBUS OH 43212 CONSTRUCTION CONSULT 103500 ANGEL MARKETING 5225 N CENTRAL AVE STE 107 PHOENIX AZ 85012 MARKETING DESIGN 102016 5 110065 110065 MANAGEMENT FEES 561000 2104833 2104833 AMORTIZATION OF ENTRANCE FEES 623000 62228 62228 RESIDENT SERVICE REVENUE 623000 189105 189105 2356166 53736 53736 0 0 3000 3000 0 3000 3000 95006 53357 41649 41649 41649 166829 61329 105500 105500 0 0 0 0 0 0 RELATED PARTY INTEREST 561000 211795 211795 OTHER REVENUE 900099 98737 62818 35919 310532 2980648 2630779 35919 203885 0 0 0 0 837432 837432 0 1668585 131566 1185090 351929 21031 4333 16698 178360 45275 133085 200069 19441 155311 25317 0 25316 25316 0 0 0 18095 18095 90912 32842 58070 830643 654694 175949 92646 19422 73224 109524 9088 100436 0 160397 156528 3869 47561 9 47552 0 64391 530 63861 2285 689 1596 0 356170 225755 130415 65506 13694 51812 SUPPLIES 55391 55391 TELEPHONE 48157 30641 17516 FOOD 24150 24150 AUTO/BUS EXPENSE 22658 22658 21303 19612 1691 4940582 788966 3598421 553195 1344791 1552152 0 600042 5047 89241 123700 0 0 0 0 0 0 0 16930 103672 94250 44369101 1332703 26176748 43036398 2863770 3282308 100 100 0 38521 0 0 2128390 32312591 32711759 81056992 4714838 2990542 0 0 0 0 0 0 0 0 0 0 20457350 37459413 0 0 8277175 42894133 33449363 83344088 X -745104 -2294596 7500 7500 0 0 -737604 -2287096 32711759 81056992 X -1959934 340127 70315 X false true X true false X X 8 WESLEY GLEN INC 310738614 10 true 0 0 WESLEY AT HOME INC 311152032 10 true 0 0 WESLEY RIDGE INC 311461485 10 true 0 0 WESLEY GLEN HEALTH SERVICES CORP 311614458 10 true 0 0 WESLEY RIDGE RESIDENCE CORP 311595342 10 true 0 0 WESLEY HILLS OF FAIRFIELD COUNTY 311779923 10 true 0 0 HOSPICE SERVICES AT METHODIST ELDERCARE 271188840 10 true 0 0 7 false false false false false false false false false false false false false false false true false SUPPLEMENTAL INFORMATION METHODIST RETIREMENT CENTER OF CENTRAL OHIO PROVIDED MANAGEMENT SERVICES TO THE SUPPORTED ORGANIZATION, IN ADDITION TO REIMBURSEMENT OF EXPENSES PAID BY THE SUPPORT ORGANIZATIONS. SEE SCHEDULE R, PART V. 385440 385440 385440 385440 false false 18889709 220882 18668827 110746 70930 39816 1403203 954246 448957 23965443 86645 23878798 43036398 CSV LIFE INSURANCE 206177 DUE FROM AFFILIATE 31684277 DEFERRED COMPENSATION 422137 32312591 0 DUE TO AFFILIATES 39306537 INTEREST RATE SWAP AGREEMENT 183587 ENTRANCE FEE 2981872 DEFERRED COMPENSATION 422137 42894133 GOLF OUTING 166829 166829 2500 7362 24220 11055 7881 8311 0 166829 166829 2500 7362 24220 11055 7881 8311 61329 105500 X X X X false true false false false false false false false MARGARET CARMANY CEO 239888 0 19509 0 0 0 20506 0 6526 0 286429 0 0 0 ROBERT WEHNER CFO 208552 0 33020 0 0 0 14429 0 0 0 256001 0 0 0 DAWN SCHAFFNER COO 156123 0 21518 0 0 0 10529 0 0 0 188170 0 0 0 CHRISTOPHER NICHOLS DIR. CLINICAL SERVICES 132397 0 12320 0 0 0 2969 0 6526 0 154212 0 0 0 CATHY WIGTON DIR. FUND DEVELOPMENT 151133 0 3035 0 0 0 0 0 6526 0 160694 0 0 0 Nonqualified retirement plan payments Margaret Carmany $15,379; Robert Wehner $12,024 AND Dawn Schaffner $7,019 FORM 990, PART VI, SECTION B, LINE 11 THE CFO REVIEWS FORM 990 BEFORE FILING. AN ELECTRONIC COPY IS PROVIDED TO THE BOARD MEMBERS FOR THE REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CORPORATE COMPLIANCE OFFICER REVIEWS ON A MONTHLY BASIS ANY POSSIBLE CONFLICT OF INTEREST SITUATIONS AND THE BOARD OF TRUSTEES REVIEWS ON AN ANNUAL BASIS. EMPLOYEES AND BOARD MEMBERS MUST DISCLOSE POSSIBLE CONFLICTS OF INTEREST INVOLVING THEMSELVES OR THEIR IMMEDIATE FAMILIES. IF AN EMPLOYEE OR BOARD MEMBER BELIEVES A CONFLICT OF INTEREST EXISTS OR MAY EXIST, THE EMPLOYEE OR BOARD MEMBER MUST NOTIFY THE EXECUTIVE DIRECTOR OF CORPORATE COMPLIANCE AND TREAT THE SITUATION AS IF A CONFLICT EXISTS UNTIL THE EXECUTIVE DIRECTOR OF CORPORATE COMPLIANCE RESOLVES THE POTENTIAL CONFLICT. RESTRICTIONS IMPOSED INCLUDE VOTING AND PARTICIPATION. FORM 990, PART VI, SECTION B, LINE 15 A RELATED ORGANIZATION, WESLEY GLEN, INC, DETERMINES OFFICERS' COMPENSATION THROUGH USE OF WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEYS OR STUDIES, AND APPROVAL BY THE BOARD TO ESTABLISH COMPENSTION. THE PROCESS WAS LAST COMPLETED IN 2017. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. 990, PAGE 12, PART XI, LINE 9 INCOME FROM SENIOR PHARMACY SERVICES ($ 35,919) SWAP RATE RESERVE BONDS $ 67,713 CHANGE IN VALUE OF INVESTMENT OF EQUITY $ 38,521 ----------- $ 70,315 WESLEY WOODS AT NEW ALBANY 5155 N HIGH STREET COLUMBUS OH 43214 474479239 NURSING/RES L OH -1096805 44785170 METH RET CEN WESLEY AT HOME INC 5155 N HIGH STREET COLUMBUS OH 43214 311152032 ADULT DAYCARE OH 501(C)(3) 10 MET RET CNTR true WESLEY GLEN INC 5155 N HIGH STREET COLUMBUS OH 43214 310738614 HEALTHCARE OH 501(C)(3) 10 MET RET CNTR true WESLEY RIDGE INC 2225 LC SR 256 REYNOLDSBURG OH 43068 311461485 HEALTHCARE OH 501(C)(3) 10 MET RET CNTR true WESLEY GLEN HEALTH SERVICES CORP 5155 N HIGH STREET COLUMBUS OH 43214 311614458 HEALTHCARE OH 501(C)(3) 12B TYPE II MET RET CNTR true WELSEY RIDGE RESIDENCE CORP 2225 LC SR 256 REYNOLDSBURG OH 43068 311595342 HEALTHCARE OH 501(C)(3) 10 MET RET CNTR true HOSPICE SERVICES AT METHODIST ELDERCARE 5155 NORTH HIGH STREET COLUMBUS OH 43214 271188840 HOSPICE OH 501(C)(3) 10 MET RET CNTR true Senior Pharmacy Services LTD 5155 N High Street Columbus OH 43214 454618459 HEALTHCARE OH MET RET CNTR UNRELATED 35919 339574 false 0 true 0.20000 Methodist Eldercare Physician Services 5155 N 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 false true false false true true true true true HOSPICE SERVICES AT METHODIST ELDERCARE Q 1001446 CASH OR FMV HOSPICE SERVICES AT METHODIST ELDERCARE P 116557 CASH OR FMV HOSPICE SERVICES AT METHODIST ELDERCARE R 902624 CASH OR FMV HOSPICE SERVICES AT METHODIST ELDERCARE L 107808 CASH OR FMV WESLEY AT HOME Q 503131 CASH OR FMV WESLEY AT HOME P 160481 CASH OR FMV WESLEY GLEN INC Q 10213231 CASH OR FMV WESLEY GLEN INC P 2186395 CASH OR FMV WESLEY GLEN INC S 15671727 CASH OR FMV WESLEY GLEN INC L 1282498 CASH OR FMV WESLEY RIDGE INC Q 5297753 CASH OR FMV WESLEY RIDGE INC P 997554 CASH OR FMV WESLEY RIDGE INC S 4034892 CASH OR FMV WESLEY RIDGE RESIDENCE CORP Q 5167208 CASH OR FMV WESLEY RIDGE RESIDENCE CORP P 2914984 CASH OR FMV WESLEY RIDGE RESIDENCE CORP S 1931289 CASH OR FMV WESLEY RIDGE RESIDENCE CORP L 414205 CASH OR FMV WESLEY GLEN HEALTH SERVICES CORP Q 998669 CASH OR FMV WESLEY GLEN HEALTH SERVICES CORP P 646743 CASH OR FMV WESLEY GLEN HEALTH SERVICES CORP S 325793 CASH OR FMV