2018-08-15T09:52:01-05:00 2017-09-30 570381582 Elliott Davis LLCPLLLC One 10th Street Suite 400 Augusta GA 30901 990 2016-10-01 570524661 Wesley Commons WESL 8642277250 1110 Marshall Road Greenwood SC 29646 DAVID BUCKSHORN PRESIDENT & CEO 8642277250 2018-08-13 1 Jessica C Cain P01276209 7067229090 2018-08-13 2016 2022-09-23 18:48:47Z DAVID BUCKSHORN 1110 Marshall Road Greenwood SC 29646 18535252 0 X WWW.WESLEYCOMMONS.ORG X 1969 SC ENRICHING LIVES BY PROVIDING INNOVATIVE LIVING OPPORTUNITIES IN ACCORD WITH CHRISTIAN PRINCIPLES. 21 21 443 115 0 0 456329 358308 17272758 17825609 64036 -198760 0 0 17793123 17985157 0 0 0 0 8487327 8572771 0 0 88197 10742651 10651774 19229978 19224545 -1436855 -1239388 55413184 67499482 53187335 66303267 2225849 1196215 X ENRICHING LIVES BY PROVIDING INNOVATIVE LIVING OPPORTUNITIES IN ACCORD WITH CHRISTIAN PRINCIPLES. 0 0 5871923 7368474 INDEPENDENT LIVING - WESLEY COMMONS IS A MASTER PLANNED, FULL-SERVICE CONTINUING CARE RETIREMENT COMMUNITY LOCATED ON OVER 140 BEAUTIFUL WOODED ACRES IN GREENWOOD, SOUTH CAROLINA. THE COMMUNITY OFFERS A FULL RANGE OF SERVICES FOR SENIOR ADULTS - A VARIETY OF INDEPENDENT RESIDENTIAL LIVING NEIGHBORHOODS, WITH THE SECURITY OF QUALITY AND CARING OPTIONS FOR ASSISTED LIVING, ALZHEIMER'S AND DEMENTIA CARE, AND SKILLED NURSING RIGHT ON OUR CAMPUS. THIS GIVES RETIREES THE FREEDOM TO SHAPE THEIR OWN RETIREMENT LIFESTYLE WITH COMFORT AND SECURITY. 7195679 7494792 SKILLED NURSING - SURROUNDED BY LUSH LANDSCAPING AND ROLLING GREEN MEADOWS, WESLEY COMMONS HEALTH CARE CENTER IS A LIVELY AND INVITING PLACE. ORIGINALLY OPENED IN 1971, THE HEALTH CARE CENTER HAS 102 PRIVATE ROOMS WITH PRIVATE BATHS. ALL ROOMS OFFER AMPLE SPACE FOR FAMILY VISITS AND A CALM ENVIRONMENT THAT IS CONDUCIVE TO THE HIGHEST QUALITY OF LIFE. THE HEALTH CARE CENTER IS CERTIFIED BY MEDICARE AND MEDICAID AND OFFERS 24-HOUR PROFESSIONAL LICENSED SKILLED NURSING CARE.COMPLETELY RENOVATED IN 1997, THE HEALTH CARE CENTER WAS DESIGNED WITH A RESIDENTIAL, RATHER THAN MEDICAL, MODEL. THIS INNOVATIVE CONCEPT HAS RESULTED IN A CENTER FOCUSED ON THE WHOLE PATIENT, TAKING INTO ACCOUNT THEIR PHYSICAL ENVIRONMENT, THEIR EMOTIONAL STATE, AND THEIR SPIRITUAL WELL-BEING. A VARIETY OF SERVICES ARE PROVIDED IN OUR HEALTH CARE CENTER, SUCH AS: REHABILITATION (INCLUDING OCCUPATIONAL AS WELL AS PHYSICAL AND SPEECH THERAPY); INTRAVENOUS AND WOUND CARE; HOSPICE SERVICES; COMFORT CARE (INCLUDING PAIN AND SYMPTOM MANAGEMENT THERAPY); INTERNAL FEEDINGS; OXYGEN THERAPY. 2354068 2724572 ASSISTED LIVING - PALMETTO PLACE ASSISTED LIVING IS A BEAUTIFUL PART OF WESLEY COMMONS COMMUNITY THAT OFFERS AN ENVIRONMENT THAT ENCOURAGES INDEPENDENCE AND SELF-WORTH, WHILE PROVIDING ASSISTANCE WITH EVERYDAY ACTIVITIES. WE ARE DESIGNED ALL-INCLUSIVELY TO PROVIDE SENIOR ADULTS WITH INDIVIDUALIZED ASSISTANCE WITH ACTIVITIES OF DAILY LIVING SUCH AS BATHING, DRESSING, MEALS, MEDICATION MANAGEMENT/ADMINISTRATION AND CAREFREE LIVING. OUR RESIDENTS ENJOY DINING IN A RESTAURANT-STYLE ATMOSPHERE WHERE THEIR NEEDS AND DESIRES ARE MET BY A WAIT STAFF. THERE IS ALSO A FULL ARRAY OF ACTIVITIES TO STIMULATE THEIR MINDS AND BODIES. WE ENCOURAGE THESE RESIDENTS TO PARTAKE IN THE FITNESS ACTIVITIES OFFERED IN OUR WELLNESS COMPLEX, FULLY EQUIPPED WITH A WEIGHT ROOM, EXERCISE ROOM, AND POOL WITH MEN AND WOMEN'S LOCKER ROOMS.Jasmine Cottage is a 14-be secured dementia unit. We specialize in the care of individuals with cognitive related illnesses. We provide higher staffing ratios in order to meet individual resident needs. We offer assistance with activities of daily living such as bathing, dressing, and cues to promote self-esteem and overall feeling of accomplishment for the resident. The area is very friendly, inviting, and homelike. Meals are delivered and served "family style." We provide stimulating activities to keep the resident involved and active. Staff specialize in behavioral disturbances such as sundowning, time traveling, or agitation issues. The area is designed to make the resident feel secure and comfortable in their surroundings. 171964 237771 Home Health Services 171964 237771 15593634 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 38 0 1 443 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X SUSAN CRIBBS 8642277290 1110 MARSHALL ROAD greenwood SC 29646 DAVID BUCKSHORN president/ceo 55.00 X X 372640 0 0 MR LB ADAMS JR TRUSTEE 0.20 X 0 0 0 Dr Wallace L Fridy TRUSTEE 0.20 X 0 0 0 MRS ANNE B DRAKE TRUSTEE 0.20 X 0 0 0 MR EMIL FINLEY TRUSTEE 0.20 X 0 0 0 Mr Robert Graves trUSTEE 0.20 X 0 0 0 MR FRED MURPHY TRUSTEE 0.20 X 0 0 0 MS JOY B STEVERSON TRUSTEE 0.20 X 0 0 0 MRS TERESA WARNER secretary 0.20 X 0 0 0 Rev Michael Guffee TRUSTEE 0.20 X 0 0 0 REV DR MARVIN CALDWELL TRUSTEE 0.20 X 0 0 0 REV EUGENE L CURRY TRUSTEE 0.20 X 0 0 0 REV JAMES F PATTERSON trustee 0.20 X 0 0 0 REV GAYLE SUMMEY TRUSTEE 0.20 X 0 0 0 REV HARLAN E WILSON JR TRUSTEE 0.20 X 0 0 0 REV MATTHEW YON TRUSTEE 0.20 X 0 0 0 DR L JULIA BALL TRUSTEE 0.20 X 0 0 0 MR J ROBERT MAUNEY TRUSTEE 0.20 X 0 0 0 REV ROBERT E STILLWELL chairman 0.20 X 0 0 0 rev sandra king vice chairman 0.20 X 0 0 0 Laurie Smith trustee 0.20 X 0 0 0 SUSAN CRIBBS CFO 50.00 X 226006 0 0 Robert G Reagin vp of business development 40.00 X 128120 0 0 KIMBERLY Holmes Moody VP of Operations 50.00 X 155011 0 0 881777 0 0 4 0 1 0 triangle construction co inc 2624 laurens rd greenville SC 29607 construction 10878624 uldrick builders 2104 sc-72 gREENWOOD SC 29649 Building contractor 783856 rehabcare group inc 1415 parkway greeNWOOD SC 29646 therapy provider 782101 JOEL'S FLOOR COVERINGS 902 MONTAGUE AVENUE GREENWOOD SC 29649 flooring contractor 144113 Nexsen Pruet 55 E camperdown way greenville SC 29601 legal services 129117 10 358308 358308 HEALTHCARE SERVICES 623000 9581074 9581074 MONTHLY SERVICE FEES 623990 6610145 6610145 EARNED ENTRANCE FEES 623990 1223706 1223706 OTHER REVENUE 623990 330537 330537 FOOD SERVICE INCOME 623990 80147 80147 17825609 303066 303066 48269 0 550095 48269 -550095 -501826 -501826 17985157 17825609 0 -198760 753647 167297 586350 7052100 5786477 1196961 68662 164050 131240 32810 76073 18121 53082 4870 526901 419452 107449 140832 16356 124476 208655 10344 194661 3650 145051 22204 119999 2848 101811 101811 811942 696228 115714 57268 11043 45703 522 72337 14019 57504 814 1408610 1344521 64089 2598123 2598123 1319173 745137 574036 CONTRACT SERVICES 1240620 1179458 61162 FOOD 856124 856124 UTILITIES 755747 742311 13436 OTHER 567999 509900 51688 6411 367482 325279 41783 420 19224545 15593634 3542714 88197 575 575 2021063 2646311 704136 886671 59780 68291 53142 427105 71738438 36187293 32357796 35551145 8632950 8956139 11583742 18963245 55413184 67499482 1950370 2903791 17812093 18947102 32341943 43332466 1082929 1119908 53187335 66303267 X 1235222 331644 318593 192537 672034 672034 2225849 1196215 55413184 67499482 -1239388 209754 0 X 0 1 X 1 0 X 377662 317575 814367 456329 358308 2324241 16718478 16924984 16560464 17272758 17825609 85302293 17096140 17242559 17374831 17729087 18183917 87626534 0 0 0 87626534 355874 384894 401906 117228 303066 1562968 355874 384894 401906 117228 303066 1562968 17452014 17627453 17776737 17846315 18486983 89189502 0.98250 0.98070 0.01750 0.01930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4290332 392827 139716 4543443 4113023 294823 117514 4290332 4561666 -58637 390006 4113023 4249435 50000 348802 86571 4561666 3936353 74012 324979 85909 4249435 0.81360 0.18640 0 0 749002 749002 58669071 27905660 30763411 5955211 3477616 2477595 6365154 4804017 1561137 35551145 DEVELOPMENT IN PROGRESS 14394239 INTEREST IN ASSETS HELD BY OTHERS 931269 ASSETS WHOSE USE IS LIMITED(BOND RESTRICTED) 3583316 contribution receivable 54421 18963245 ACCRUED INTEREST 677750 ADVANCE PAYMENT FROM RESIDENTS 26219 DEPOSITS 415939 1119908 X Part X, Line 2: When tax returns are filed, it is highly certain that some positions taken would be sustained upon examination by the taxing authorities, while others are subject to uncertainty about the merits of the position taken or the amount of the position that would be ultimately sustained. Management is not aware of any material uncertain tax positions and no liability has been recognized at September 30, 2017 or 2016. If applicable, interest and penalties associated with unrecognized tax benefits are classified as additional income taxes in the statement of activity. Wesley Commons is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes it is no longer subject to income tax examinations for the years prior to September 30, 2014. X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 DAVID BUCKSHORN president/ceo 323044 0 49596 0 0 0 0 0 0 0 372640 0 0 0 SUSAN CRIBBS CFO 209710 0 16296 0 0 0 0 0 0 0 226006 0 0 0 Robert G Reagin vp of business development 118430 0 9690 0 0 0 0 0 0 0 128120 0 0 0 KIMBERLY Holmes Moody VP of Operations 142435 0 12576 0 0 0 0 0 0 0 155011 0 0 0 A SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY 570960018 837033KQ1 2016-10-01 7125000 REFUNDING OF THE ISSUER'S OUTSTANDING SERIES 2006 BONDS 0 0 0 B SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY 570960018 837033KR9 2016-10-01 11645000 REFUNDING OF THE ISSUER'S OUTSTANDING SERIES 2006 BONDS 0 0 0 C SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY 570960018 837033Ks7 2016-10-01 8340000 REFUNDING OF THE ISSUER'S OUTSTANDING SERIES 2006 BONDS 0 0 0 A 1 0 0 0 B 1 0 0 0 C 1 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 Form 990, Part VI, Section B, line 11b As soon as the return is completed, the CFO and CEO will review the return. After their review assuming that there are no changes, a copy of the return will be mailed/e-mailed to each board of trustee member with a request that they review the return. The communication will instruct them that they are to respond only if they have a problem with the return and that if we do not hear from them that this will be considered that they have reviewed and affirm the return. Form 990, Part VI, Section B, line 12c CONFLICT OF INTEREST STATEMENTS ARE REQUIRED TO BE COMPLETED AT THE ANNUAL MEETING OF THE BOARD OF TRUSTEES. FORMS ARE KEPT ON FILE WITH THE OFFICIAL BOARD MINUTES. THE CHAIRMAN AND THE PRESIDENT/CEO ARE RESPONSIBLE FOR REVIEWING THE FORMS AND MONITORING COMPLIANCE WITH THIS POLICY. Form 990, Part VI, Section B, line 15 Wesley Commons Board of Trustees engages an industry knowledgeable third party agency to conduct investigations and make recommendations as to the compensation on certain Key positions of Wesley Commons. The recommendations are then reviewed and used by the Wesley Commons Board in the determination for all compensation and related matters. This process is intended to assure Wesley Commons provides its talent competitive compensation as determined by the industry. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS AND POLICIES ARE MADE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS OF THE MUNICIPAL SECURITIES RULE MAKING BOARD. GREENWOOD HERITAGE FOUNDATION INC P O BOX 1247 GREENWOOD SC 29648 571028929 INVESTMENT AND MANAGEMENT OF ASSETS TO BE USED FOR BENEFIT OF WESLEY COMMONS SC 501(C)(3) 11A N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 GREENWOOD HERITAGE FOUNDATION INC C 83012 MEMORANDUM OF UNDERSTANDING GREENWOOD HERITAGE FOUNDATION INC O 62571 WAGES PAID