2025-11-17T09:20:47-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-01-01 300577845 WESLEYLIFE WESL 5152716789 5508 NW 88TH ST JOHNSTON IA 50131 CRAIG FLANAGAN CFO 5152716789 2025-11-14 1 0 ANN NEIL P01817922 6123764500 2025-11-13 2024 2025-03-06 01:10:19Z ROB KRETZINGER 5508 NW 88TH ST JOHNSTON IA 50131 12494516 0 X WESLEYLIFE.ORG X 2009 IA WESLEYLIFE IS THE SUPPORTING ORGANIZATION FOR ITS AFFILIATES, WESLEY RETIREMENT SERVICES, WESLEY COMMUNITY SERVICES, WESLEYLIFE FOUNDATION, AND WELLSPIRE LLC : WESLEY RETIREMENT SERVICES AND WESLEY COMMUNITY SERVICES (BOTH 501(C)(3) ORGANIZATIONS), AS WELL AS WESLEY DEVELOPMENT SERVICES, AN LLC DERIVING ITS EXEMPT STATUS FROM WESLEYLIFE. THE MISSION OF WESLEYLIFE IS TO ENHANCE THE INDEPENDENCE, HEALTH, AND WELL-BEING OF OLDER ADULTS. IT DOES THIS BY PROVIDING SUPPORTING SERVICES SUCH AS ACCOUNTING, FINANCE, HUMAN RESOURCES, MARKETING, INFORMATION TECHNOLOGY, AND PHILANTHROPY THROUGHOUT ITS AFFILIATES. 13 13 3189 13 0 0 47948 58104 8812155 12286694 158016 149718 0 0 9018119 12494516 7523 0 0 0 8055324 8733361 0 0 0 4285289 4427359 12348136 13160720 -3330017 -666204 14354988 20328014 25379593 26930043 -11024605 -6602029 X WESLEYLIFE IS THE SUPPORTING ORGANIZATION FOR ITS AFFILIATES, WESLEY RETIREMENT SERVICES, WESLEY COMMUNITY SERVICES, WESLEYLIFE FOUNDATION, AND WELLSPIRE LLC - WESLEY RETIREMENT SERVICES AND WESLEY COMMUNITY SERVICES (BOTH 501(C)(3) ORGANIZATIONS) - AS WELL AS WESLEY DEVELOPMENT SERVICES, AN LLC DERIVING ITS EXEMPT STATUS FROM WESLEYLIFE. GUIDED BY CHRISTIAN COMPASSION, WESLEYLIFE SUPPORTS THE INDEPENDENCE, HEALTH, AND WELL-BEING OF OLDER ADULTS WHEREVER THEY CALL HOME. TO HELP ACHIEVE THIS MISSION, THE ORGANIZATION PROVIDES SUPPORT SERVICES SUCH AS ACCOUNTING, FINANCE, HUMAN RESOURCES, MARKETING, INFORMATION TECHNOLOGY, AND PHILANTHROPY THROUGHOUT ITS COMMUNITIES FOR HEALTHY LIVING AND ADDITIONAL LOCATIONS. 0 0 14265 0 12286694 WESLEYLIFE WAS ESTABLISHED IN DECEMBER 2010 AS A SUPPORTING ORGANIZATION FOR WESLEY RETIREMENT SERVICES, INC. (WRS) AND WESLEY COMMUNITY SERVICES, INC. (WCS). WRS WAS ESTABLISHED IN 1947 (ORIGINALLY AS WESLEY ACRES, INC.) AS A FAITH-BASED NON-PROFIT ORGANIZATION, AND HAS SINCE DEDICATED ITSELF TO PROVIDING HOUSING, HEALTHCARE, AND SUPPORT SERVICES EXCLUSIVELY TO OLDER ADULTS IN WAYS THAT ENHANCE A SENSE OF PURPOSE AND MEANING IN THE LIVES OF THOSE WE SERVE. WCS WAS ESTABLISHED IN 2005 TO PROVIDE SERVICES TO OLDER ADULTS AS WELL AS THOSE IN FINANCIAL NEED THROUGH HOME HEALTHCARE, NON-MEDICAL IN-HOME SERVICES, NUTRITION, TRANSPORTATION, AND HOSPICE SERVICES. WE ALSO OFFER ADULT DAY SERVICES IN TWO MARKETS: DES MOINES AND NEWTON.WESLEY DEVELOPMENT SERVICES WAS CREATED IN FEBRUARY 2011 TO PROVIDE MARKET RESEARCH AS WELL AS PROJECT DESIGN, MANAGEMENT, MONITORING, AND MARKETING RELATED TO NEW COMMUNITIES FOR WESLEYLIFE AND ITS AFFILIATES. AS TRENDS IN RETIREMENT LIVING CONTINUE TO CHANGE, WE HAVE RESPONDED WITH SERVICES AND PROGRAMMING DESIGNED TO MEET THE NEEDS OF A YOUNGER, MORE ACTIVE CUSTOMER.WESLEYLIFE CURRENTLY OWNS AND OPERATES EIGHT COMMUNITIES FOR HEALTHY LIVING IN IOWA THROUGH WESLEY RETIREMENT SERVICES, INC. (WRS) THAT OFFER A FULL CONTINUUM OF SERVICES. THOSE COMMUNITIES ARE: WESLEY ON GRAND IN DES MOINES; HALCYON HOUSE IN WASHINGTON; HERITAGE HOUSE IN ATLANTIC; THE VILLAGE IN INDIANOLA; PARK CENTRE IN NEWTON; EDGEWATER IN WEST DES MOINES; HEARTHSTONE IN PELLA; AND BRIO OF JOHNSTON IN JOHNSTON, IOWA.IN 2024, WESLEY RRETIREMENT SERVICE AND WESLEY COMMUNITY SERVICE PROVIDED HOUSING AND SERVICES FOR NEARLY 13,000 RESIDENTS, CLIENTS AND PARTICIPANTS THROUGHOUT THE ORGANIZATION AND MORE THAN 2,000 DEDICATED AND PASSIONATE TEAM MEMBERS. GUIDED BY OUR ORGANIZATIONAL CORE VALUES OF QUALITY, EXCELLENCE, HOSPITALITY AND INNOVATION, WE ARE COMMITTED TO RESPONSIBLE STEWARDSHIP OF OUR RESIDENTS' RESOURCES TO IMPROVE THE LIVES OF THOSE WE SERVE. AS A NON-PROFIT ORGANIZATION, WE UNDERSTAND OUR RESPONSIBILITY AND OBLIGATION TO OPERATE WITH TRANSPARENCY, HONESTY, AND INTEGRITY IN ALL WE DO.COMMUNITY BENEFITS FROM 2024 INCLUDE:- WESLEYLIFE PROVIDED $6,860,400 IN BENEVOLENT CARE TO OUR RESIDENTS, PARTICIPANTS AND CLIENTS. RESIDENTS WHO DEPLETED THEIR FINANCIAL RESOURCES THROUGH NO FAULT OF THEIR OWN RECEIVED $3,691,183 OF CHARITABLE ASSISTANCE THROUGH EACH COMMUNITY'S GOOD SAMARITAN OR GOOD SHEPHERD FUND TO ALLOW THEM TO REMAIN IN THEIR APARTMENTS OR TOWNHOMES. CLIENTS AND PARTICIPANTS OF WESLEY COMMUNITY SERVICES RECEIVED $267,304 IN CHARITABLE DONATIONS TO HELP THEM REMAIN INDEPENDENT AT HOME. 14265 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 262 0 3189 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X CRAIG FLANAGAN 5152716559 5508 NW 88TH ST JOHNSTON IA 50131 X CHAD RASMUSSEN CHAIR 1.00 4.00 X X 0 0 0 SUSAN OSWEILER SECRETARY/TREASURER 1.00 4.00 X X 0 0 0 KEVIN LAGREE PAST CHAIR 1.00 4.00 X X 0 0 0 KIP ALBERTSON DIRECTOR 1.00 4.00 X 0 0 0 KARI COOLING DIRECTOR 1.00 4.00 X 0 0 0 NICK HENDERSON DIRECTOR 1.00 4.00 X 0 0 0 BARBARA DECKER DIRECTOR 1.00 4.00 X 0 0 0 BOB RUCH DIRECTOR 1.00 4.00 X 0 0 0 DAVID STOUT DIRECTOR 1.00 4.00 X 0 0 0 DR CHRISTINA TAYLOR DIRECTOR 1.00 4.00 X 0 0 0 RICH WILLIS DIRECTOR 1.00 4.00 X 0 0 0 JOHN MOORLACH DIRECTOR 1.00 4.00 X 0 0 0 LAURA JACKSON DIRECTOR 1.00 4.00 X 0 0 0 ROB KRETZINGER PRESIDENT & CEO 3.00 37.00 X 314497 584065 61972 CRAIG FLANAGAN CFO 3.00 37.00 X 120423 223641 30002 ALLISON MERCURIS PENDROY COO 9.00 31.00 X 116212 251794 59226 KRISTY VANDERWIEL CHIEF CULTURE OFFICER 5.00 35.00 X 274427 0 9333 JANET SIMPSON VP NETWORK OPERATIONS 40.00 0.00 X 266355 0 39607 MATT GARCIA TERM DATE 101024 REGIONAL DIRECTOR NETWORK 40.00 0.00 X 177116 0 35008 AMY HUTCHINS CHIEF MARKETING OFFICER 40.00 0.00 X 209065 0 38892 AMBER WENTZ VP INFO SOLUTIONS 40.00 0.00 X 201348 0 3157 1679443 1059500 277197 8 0 1 0 UKG PO BOX 930953 ATLANTA GA 31193 CONSULTING 631442 DORSEY & WHITNEY LLP PO BOX 1680 MINNEAPOLIS MN 55480 LEGAL SERVICES 370123 SMARTBUG OPERATING LLC PO BOX 986500 BOSTON MA 17057 MARKETING 319218 CLIFTONLARSONALLEN LLP PO BOX 776376 CHICAGO IL 60677 CONSULTING 280009 ONENECK IT SOLUTIONS PO BOX 857950 MINNEAPOLIS MN 55485 HELP DESK 180499 12 58104 58104 MANAGEMENT FEES 561000 12286694 12286694 12286694 80357 80357 69361 0 69361 69361 69361 12494516 12286694 0 149718 602025 602025 6597068 6597068 172132 172132 801875 801875 560261 560261 36160 36160 219815 219815 332316 332316 186149 186149 443847 443847 561959 561959 69989 69989 1004128 1004128 191758 191758 56139 56139 33352 33352 247889 247889 539385 539385 119347 119347 EMPLOYEE RECRUITING & R 259631 259631 DUES & SUBSCRIPTIONS 56100 56100 SUPPLIES & EQUIPMENT 20468 20468 COMMUNITY SPONSORSHIPS 14265 14265 34662 34662 13160720 14265 13146455 0 312630 177788 18010 6145 172583 215926 76550 76550 1088220 1192684 3734363 2910613 1072482 823750 3239410 6700745 187703 225430 8143105 10873059 44295 35937 14354988 20328014 2848303 3169771 2299244 20232046 23760272 25379593 26930043 X -11105049 -6727271 80444 125242 -11024605 -6602029 14354988 20328014 X -666204 686440 2408459 1993881 X X 0 1 X 1 1 1 X X X 3 WESLEY COMMUNITY SERVICES INC 203970256 10 1 0 0 WESLEY RETIREMENT SERVICES INC 420680440 10 1 0 0 WELLSPIRE LLC 833724025 10 0 0 0 3 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION A, LINE 2: WCS IS A TAX-EXEMPT 501(C)(3) PUBLIC CHARITY WITH AN IRS DETERMINATION LETTER STATING A STATUS OF 509(A)(3). AS SUCH, WCS DOES NOT HAVE AN IRS DETERMINATION STATUS OF 509(A)(1) OR 509(A)(2), BUT HAS SATISFIED THE SUPPORT TEST UNDER 509(A)(2). WCS MAKES ITS SUPPORT TEST CALCULATION AND ACCOMPANYING DOCUMENTATION AVAILABLE TO WESLEYLIFE ANNUALLY AS SUBSTANTIATION OF MEETING THE 509(A)(2) REQUIREMENTS. PART IV, SECTION A, LINE 6: WESLEYLIFE, WELLSPIRE LLC, WRS AND WCS OCCASIONALLY PROVIDE SPACE IN OUR FACILITIES TO OTHER NOT-FOR-PROFIT ORGANIZATIONS TO HOLD MEETINGS, WITHOUT CHARGE. PART IV, SECTION D, LINE 3: WESLEYLIFE AND ITS SUPPORTED ORGANIZATIONS, WRS AND WCS, HAVE COMPLETE BOARD OVERLAP. IN ADDITION TO THE OVERSIGHT AND AUTHORITY THAT THIS PROVIDES, WESLEYLIFE'S ARTICLES OF INCORPORATION EXPRESSLY STATES THE FOLLOWING IN SECTION 2.18 (NAMES HAVE BEEN ABBREVIATED FOR 990 PURPOSES): THE OFFICERS AND DIRECTORS OF WESLEYLIFE SHALL MAINTAIN A CLOSE AND CONTINUOUS RELATIONSHIP WITH THE OFFICERS AND DIRECTORS OF WRS AND WCS. TO THAT END, AN OFFICER OR MEMBER OF THE BOARD OF WRS OR WCS SHALL ATTEND THE BOARD MEETINGS OF WESLEYLIFE AS A NON-VOTING ATTENDEE. SUCH OFFICER OR DIRECTOR OF WRS OR WCS SHALL PROVIDE INPUT IN WESLEYLIFE'S ACTIVITIES, INCLUDING PROVIDING SIGNIFICANT INPUT IN WESLEYLIFE'S INVESTMENT POLICIES, THE TIMING OF GRANTS, THE MANNER OF MAKING GRANTS OR THE SELECTION OF RECIPIENTS FOR GRANTS. PART IV, SECTION E, LINE 3A: WESLEYLIFE IS GRANTED EXCLUSIVE AUTHORITY TO APPOINT ALL MEMBERS OF EACH SUPPORTED ORGANIZATION'S BOARD OF DIRECTORS. THIS AUTHORITY IS EXPRESSLY STATED IN EACH SUPPORTED ORGANIZATION'S GOVERNING DOCUMENTS. PART IV, SECTION E, LINE 3B: THE BUSINESS, PROPERTY, AFFAIRS, AND FUNDS OF EACH OF THE SUPPORTED ORGANIZATIONS ARE MANAGED, SUPERVISED AND CONTROLLED BY ITS BOARD OF DIRECTORS AS OUTLINED IN ITS GOVERNING DOCUMENTS. THE SUPPORTED ORGANIZATIONS AND WESLEYLIFE SHARE COMPLETE OVERLAP IN THEIR BOARD OF DIRECTORS; THEREFORE, WESLEYLIFE IS ABLE TO EXERCISE A SUBSTANTIAL DEGREE OF DIRECTION OVER EACH SUPPORTED ORGANIZATION. PART I, LINE 12G, COLUMN IV WELLSPIRE LLC IS NOT LISTED IN THE FILING ORGANIZATION'S ARTICLES OF INCORPORATION AS A SUPPORTED ORGANIZATION AS THIS WAS A NEWLY CREATED 501(C)(3) ENTITY. WESLEYLIFE IS LISTED AS ONE OF THE TWO MEMBERS OF THE LLC AND AS OVER 50% CONTROL OF THE BOARD OF DIRECTORS. BOTH ORGANIZATIONS HAVE A CLOSE AND CONTINUOUS WORKING RELATIONSHIP AND DUE TO THIS ONGOING RELATIONSHIP THEY SHARE SUBSTANTIAL IDENTITY OF INTERESTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3368617 2910613 458004 365746 365746 823750 INVESTMENT IN WELLSPIRE JOINT VENTURE 5593968 C ENDOWMENT INVESTMENTS 5279091 C 10873059 INTERCOMPANY PAYABLES 23728893 LEASE LIABILITY 31379 23760272 X PART X, LINE 2: THE CORPORATION IS GENERALLY EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE SECTIONS OF THE STATE STATUTES. CONSEQUENTLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. HOWEVER, THERE ARE IMMATERIAL AMOUNTS OF UNRELATED BUSINESS INCOME IN CERTAIN AFFILIATES THAT ARE TAXABLE. THE CORPORATION ACCOUNTS FOR ITS UNCERTAINTY IN INCOME TAX UNDER ACCOUNTING STANDARDS CODIFICATION 740, INCOME TAXES WESLEYLIFE, WRS, AND WCS FILE INFORMATION RETURNS AS TAX-EXEMPT ORGANIZATIONS. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE INTERNAL REVENUE SERVICE. X 1 1 X X X X 0 1 0 0 0 0 0 0 0 ROB KRETZINGER PRESIDENT & CEO 239952 445624 66495 123491 8050 14950 10675 19825 11015 20457 336187 624347 0 0 ALLISON MERCURIS PENDROY COO 116113 251579 0 0 99 215 8405 18211 10298 22312 134915 292317 0 0 CRAIG FLANAGAN CFO 116473 216306 35 65 3915 7270 6825 12675 3676 6826 130924 243142 0 0 JANET SIMPSON VP NETWORK OPERATIONS 245970 0 0 0 20385 0 7385 0 32222 0 305962 0 0 0 KRISTY VANDERWIEL CHIEF CULTURE OFFICER 251092 0 0 0 23335 0 8226 0 1107 0 283760 0 0 0 AMY HUTCHINS CHIEF MARKETING OFFICER 208915 0 0 0 150 0 6270 0 32622 0 247957 0 0 0 MATT GARCIA TERM DATE 101024 REGIONAL DIRECTOR NETWORK 176231 0 0 0 885 0 5287 0 29721 0 212124 0 0 0 AMBER WENTZ VP INFO SOLUTIONS 200928 0 0 0 420 0 0 0 3157 0 204505 0 0 0 PART I, LINE 1A ROB KRETZINGER, PRESIDENT & CEO AND CRAIG FLANAGAN, CFO, EACH RECEIVED $3,600 FOR SOCIAL CLUB DUES; THIS BENEFIT WAS INCLUDED IN HIS TAXABLE W-2 COMPENSATION. PART I, LINE 3 WESLEYLIFE DETERMINES THE CEO'S COMPENSATION. WESLEYLIFE, WCS AND WRS HAVE THE SAME BOARD MEMBERS. SEE SCHEDULE O FOR THE NARRATIVE RELATED TO FORM 990, PART VI, LINE 15 FOR FURTHER INFORMATION. PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATED IN THEIR 457(F) DEFERRED COMPENSATION PLAN IN 2024: KRISTY VANDERWIEL CRAIG FLANAGAN ROB KRETZINGER JANET SIMPSON AMY HUTCHINS SOPHIA AHMAD AMBER WENTZ FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIR OF THE BOARD, THE VICE CHAIR, THE PAST CHAIR, THE CHAIR OF THE PLANNING COMMITTEE, THE CHAIR OF THE FINANCE COMMITTEE, AND THE PRESIDENT/CEO. EXCEPT FOR THE PRESIDENT/CEO, ALL MEMBERS OF THE EXECUTIVE COMMITTEE MUST BE MEMBERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE HAS ALL THE AUTHORITY OF THE BOARD (EXCEPT AS NOTED BELOW) BUT LIMITS ITSELF TO MATTERS THAT REQUIRE IMMEDIATE ACTION AND CANNOT WAIT UNTIL THE NEXT SCHEDULED BOARD MEETING. THE EXECUTIVE COMMITTEE SHALL HAVE NO AUTHORITY TO AMEND THE ARTICLES OF INCORPORATION, THE BYLAWS, OR ADOPT A PLAN OF MERGER OF CONSOLIDATION. THE EXECUTIVE COMMITTEE SHALL REPORT ON ITS ACTIONS AT THE NEXT MEETING OF THE BOARD OF DIRECTIONS AND SUCH ACTIONS SHALL BE SUBJECT TO REVISION AND ALTERATION OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE CEO, CFO AND CONTROLLER REVIEWED THE DOCUMENT INTERNALLY. THE FORM 990 WAS THEN REVIEWED BY THE BOARD'S FINANCE COMMITTEE AND MADE AVAILABLE TO ALL VOTING BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CORPORATION COMMUNICATES THE CONFLICT OF INTEREST POLICY ANNUALLY TO BOARD MEMBERS AND REQUIRES BOARD MEMBERS TO COMPLETE AN ANNUAL STATEMENT DESCRIBING ACTUAL OR PERCEIVED CONFLICTS OF INTEREST. IF ANY CONFLICTS ARISE, THE BOARD MUST FOLLOW THE PROCEDURES SPECIFIED IN THE POLICY TO RESOLVE THE MATTER. WITH RESPECT TO THE BOARD MEMBERS, A PERSON WHO HAS A CONFLICT OF INTEREST IS DEEMED AN INTERESTED DIRECTOR. THE INTERESTED DIRECTOR SHALL NOT PARTICIPATE IN THE VOTE REGARDING HIS/HER POTENTIAL CONFLICT AND, DEPENDING UPON THE CIRCUMSTANCES, MAY NOT BE PERMITTED TO PARTICIPATE IN THE DISCUSSION REGARDING THE ISSUE. NO INTERESTED DIRECTOR SHALL BE PERMITTED TO VOTE IN MATTERS IN WHICH HE/SHE HAS A CONFLICT OF INTEREST. WITH RESPECT TO EMPLOYEES, THE PRESIDENT, IN CONSULTATION WITH OTHER UNBIASED MANAGERS, SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. AFTER EXERCISING DUE DILIGENCE, INCLUDING INVESTIGATING ALTERNATIVES TO A TRANSACTION OR ARRANGEMENT THAT GIVES RISE TO A CONFLICT OF INTEREST, THE PRESIDENT SHALL DETERMINE WHETHER THE CORPORATION IS ABLE TO OBTAIN WITH REASONABLE EFFORTS, A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM ANOTHER INDIVIDUAL OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT AVAILABLE, THE ARRANGEMENT OR TRANSACTION MAY GO FORWARD IF THE PRESIDENT DETERMINES THAT THE TRANSACTION IS FAIR AND IN THE BEST INTEREST OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION PARTICIPATES IN AN ANNUAL 3RD PARTY COMPENSATION STUDY. THE SURVEY DATABASE INCLUDES DATA FROM 103 MULTI-SITE ORGANIZATIONS REPRESENTING 1,502 EXECUTIVES. COMPENSATION DATA IS COLLECTED FOR 18 DIFFERENT EXECUTIVE POSITIONS. THE SURVEY DELIVERS WHAT IS VIEWED AS THE HIGHEST QUALITY OF BENCHMARK INFORMATION AND PROFESSIONAL SERVICES TO THE NON PROFIT, AGING SERVICES FIELD. THE REPORT FEATURES: - ANALYSIS OF EXECUTIVE COMPENSATION GOVERNANCE PROCESSES. - DETAILED FINANCIAL PROFILE OF ALL PARTICIPANTS, PRESENTED BY REVENUE, ASSETS, FTE'S, AND GEOGRAPHIC REGION. - COMPREHENSIVE ANALYSIS OF CASH COMPENSATION PRACTICES AND BENEFITS. - DATA SUMMARY TABLES WITH A FULL RANGE OF STATISTICAL ANALYSES DISPLAYING COMPENSATION BY DIFFERENT ORGANIZATIONAL SCOPE. - GEOGRAPHICAL ANALYSIS INCLUDING REGIONAL DIFFERENCES. - ANALYSIS AND REPORTING OF DEFERRED COMPENSATION PRACTICES. THE BOARD OF DIRECTORS, THROUGH DELEGATED FUNCTION TO THE EXECUTIVE COMMITTEE, SETS THE PRESIDENT/CEO COMPENSATION DESIGN ANNUALLY BASED ON PERFORMANCE, DEVELOPMENT, AND PEER GROUP WITHIN THE COMPENSATION STUDY. THERE IS A FORMALIZED COMPENSATION PHILOSOPHY THAT IS SET INTO POLICY THAT COVERS ALL EXECUTIVES AND OFFICERS OF THE ORGANIZATION. COMPENSATION IS DETERMINED ON THE CONSOLIDATED VIEW OF THE ORGANIZATION AND ALL RELATED ENTITIES, AND ALLOCATED BASED ON A TIME PERCENTAGE. THE PRESIDENT/CEO SETS COMPENSATION FOR ALL OTHER OFFICERS BASED ON PERFORMANCE, DEVELOPMENT, AND PEER GROUP WITHIN THE COMPENSATION STUDY. THE LAST REVIEW PROCESS WAS CONDUCTED IN 2023 AND IS DONE ANNUALLY. 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 REQUEST. FORM 990, PART VII SECTION A AND FORM 990, PART V, LINE 2: ALL FORMS W-2 FOR WESLEYLIFE AND ITS RELATED ORGANIZATIONS ARE FILED BY WESLEYLIFE AS THE COMMON PAYMASTER. HOWEVER, THE RELATED ORGANIZATIONS ARE REPORTING COMPENSATION IN FORM 990, PART VII, SECTION A FOR EACH EMPLOYEE BECUASE EACH EMPLOYEE SPLITS THEIR TIME AND SERVICES BETWEEN THE RELATED ORGANIZATIONS. THEREFORE, A PORTION OF THEIR COMPENSATION IS ATTRIBUTABLE TO THE FILING ORGANIZATION. FORM 990, PART XI, LINE 9: CHANGE IN INVESTMENT IN WELLSPIRE 2,007,187. RELEASES FROM RESTRICTION -13,306. FORM 990, PART XII, LINE 2C NO CHANGE FROM THE PRIOR YEAR. WESLEY DEVELOPMENT SERVICES LLC 5508 NW 88TH STREET JOHNSTON IA 50131 822839395 DEVELOPMENT SERVICES IA WESLEYLIFE WESLEY COMMUNITY SERVICES INC 5508 NW 88TH STREET JOHNSTON IA 50131 203970256 HOME HEALTH CARE IA 501(C)(3) LINE 10 WESLEYLIFE 1 WESLEY RETIREMENT SERVICES INC 5508 NW 88TH STREET JOHNSTON IA 50131 420680440 LONG TERM CARE IA 501(C)(3) LINE 10 WESLEYLIFE 1 WELLSPIRE LLC 5508 NW 88TH STREET JOHNSTON IA 50131 833724025 SENIOR HOUSING DEVELOPMENT IA 501(C)(3) LINE 10 WESLEYLIFE 1 WESLEYLIFE FOUNDATION 5508 NW 88TH STREET JOHNSTON IA 50131 882893273 SUPPORTS WESLEYLIFE IA 501(C)(3) LINE 10 WESLEYLIFE 1 0 0 0 1 0 0 0 0 0 1 0 1 0 1 1 1 1 1 1 WESLEY COMMUNITY SERVICES INC L 12487078 FMV WESLEY RETIREMENT SERVICES INC L 62901810 FMV WELLSPIRE LLC L 16617979 FMV WESLEY FOUNDATION L 490287 FMV