2017-10-31T07:32:50-05:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2016-01-01 232145152 STAPELEY HALL DBA WESLEY ENHANCED LIVING AT STAPELEY STAP 2153540565 626 JACKSONVILLE ROAD NO 200 WARMINSTER PA 18974 KEN FRANIAK CFO 2153540565 2017-10-26 1 VICKI RAIVITCH CPA P02060731 2156433900 67.137.57.251 2017-10-26 15:14:15 ED P 99C95A981D0D28C6F98C4015289DF6597996F4F5 394A7FA129EBD35E740D740E94607AC39CEA42AE 2016 2021-01-29 14:40:06Z X JEFF PETTY 626 JACKSONVILLE ROAD NO 200 WARMINSTER PA 18974 14741253 0 3423 X WWW.WEL.ORG X 1980 PA TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES. 2 0 372 4 0 0 57051 173384 14486116 14388696 26650 46553 115085 132620 14684902 14741253 119166 140733 0 0 9974337 10144785 0 0 0 5234526 5402561 15328029 15688079 -643127 -946826 31585604 28268315 24282425 21988781 7303179 6279534 X TO PROVIDE RESIDENTS, WITHOUT REGARD TO THEIR RELIGIOUS, ETHNIC, RACIAL OR ECONOMIC BACKGROUND, A HIGH QUALITY, MODERATELY-PRICED CONTINUUM OF RETIREMENT LIVING SETTINGS AND SERVICES STRONGLY INFLUENCED BY QUAKER PRINCIPLES OF SIMPLICITY AND ACCEPTANCE OF THE INTEGRITY OF EACH INDIVIDUAL. 0 0 13191852 140733 14388696 A CONTINUING CARE RETIREMENT COMMUNITY THAT PROVIDES HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES TO ELDERLY RESIDENTS THROUGH THE OPERATION OF A FACILITY THAT INCLUDES 120 SKILLED NURSING BEDS, 67 PERSONAL CARE UNITS, AND 43 RESIDENTIAL CARE UNITS. AGING SERVICES PROVIDED TO PROMOTE GENERAL HEALTH, WELFARE AND SECURITY OF THE SENIOR RESIDENTS; AND TO PLAN FOR, AND DEVELOP, NEW PROGRAMS AND SERVICES TO MEET THE SOCIAL, HEALTH AND PERSONAL NEEDS OF SENIOR CITIZENS. 13191852 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 102 0 372 1 0 0 0 0 0 0 0 0 0 0 X 2 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X KEN FRANIAK CFO 2153540565 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 KEN FRANIAK CFO/COO 1.00 45.00 X X 0 262918 23214 JEFF PETTY PRESIDENT/CEO 1.00 46.00 X X 0 450182 63549 KENNETH BEILER EXECUTIVE DIRECTOR 40.00 X 147887 0 6266 ANTHONY WOODS THERAPIST 40.00 X 109151 0 5632 257038 713100 98661 2 0 1 0 SYSCO PHILADELPHIA LLC PO BOX 6499 PHILADELPHIA PA 19145 FOOD 498837 MAVEN MEDICAL LLC 3012 DOVECOTE DRIVE QUAKERTOWN PA 18951 SUPPLIES 308474 SINGER EQUIPMENT COMPANY 150 SOUTH TWIN VALLEY ROAD ELVERSON PA 19520 EQUIPMENT 263434 MCBRICK BUILDING GROUP 112 EDISON FURLONG ROAD DOYLESTOWN PA 18901 CONSTRUCTION 226565 ADVANCED PHARMACY PO BOX 91047 ROCHESTER NY 14692 PHARMACY 126138 5 173384 173384 HEALTH CENTER 623000 10036887 10036887 PERSONAL CARE 623000 2856972 2856972 INDEPENDENT LIVING 623000 1079002 1079002 ASSESSMENT REVENUE 623000 251430 251430 ENTRY FEE AMORTIZATION 623000 164405 164405 14388696 46553 46553 OTHER REVENUE 623000 132620 132620 132620 14741253 14388696 0 179173 140733 140733 154153 154153 8072550 7511600 560950 271484 243052 28432 961325 733420 227905 685273 569897 115376 382947 382947 166546 166546 30034 30034 617592 566559 51033 108140 108140 790006 625666 164340 501741 398503 103238 15414 2486 12928 628396 502717 125679 1021465 817172 204293 51611 51611 FOOD 618141 618141 REPAIRS & MAINTENANCE 335256 335256 BAD DEBT 118000 118000 LICENSES 12093 3471 8622 5179 5179 15688079 13191852 2496227 0 2000 2000 1497929 1056807 1792844 1739884 81180 69396 25840505 5141081 21168837 20699424 2604431 493498 4438383 4207306 31585604 28268315 2042355 1871104 615084 601780 2761000 2351000 174521 160476 17092183 16755295 1597282 249126 24282425 21988781 X 3614608 2784950 3688571 3494584 7303179 6279534 31585604 28268315 X -946826 117168 -193987 X 0 1 X 1 1 1 X 223072 132523 55309 57051 173384 641339 13215060 13470291 14798286 14486116 14388696 70358449 13438132 13602814 14853595 14543167 14562080 70999788 154813 116600 271413 0 154813 116600 271413 70728375 83261 25558 18745 26650 46553 200767 83261 25558 18745 26650 46553 200767 448424 104784 56583 115085 132620 857496 13969817 13733156 14928923 14684902 14741253 72058051 0.98150 0.98190 0.00280 0.00220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 73721 -8112 65609 78554 -4833 73721 82879 -4325 78554 70643 12236 82879 67801 2842 70643 1.00000 0 0 1100000 1100000 22556541 4059941 18496600 2131686 1037503 1094183 52278 43637 8641 20699424 BENEFICIAL INTEREST IN PERPETUAL TRUST 3494584 SINKING FUND 712722 4207306 ANNUITIES PAYABLE 1903 DUE TO AFFILIATES 247223 249126 X 14664434 117168 -193987 -76819 14741253 0 14741253 15688079 0 15688079 0 15688079 PART IV, LINE 2B: DEPOSITS MADE BY INDIVIDUALS ADMITTED TO A PERSONAL CARE UNIT OR A SKILLED NURSING UNIT AT A WEL FACILITY. THESE DEPOSITS ARE GENERALLY ONE MONTH'S SERVICES FEES AT THE DAILY RATE WHICH DEPENDS ON THE REQUIRED LEVEL OF CARE. FOR RESIDENTS THAT ARE INITIALLY ADMITTED TO AN INDEPENDENT LIVING UNIT, UPON PERMANENT TRANSFER TO A PERSONAL CARE UNIT OR A SKILLED NURSING UNIT, THE UNAMORTIZED PORTION OF THE INITIAL ENTRANCE FEE IS TRANSFERRED TO THE ESCROW DEPOSITS. PART V, LINE 4: THE ENDOWMENT FUNDS ARE TO FURTHER SUPPORT THE MISSION OF WESLEY ENHANCED LIVING AT STAPELEY PART X, LINE 2: STAPELEY HAS BEEN RECOGNIZED AS AN EXEMPT ORGANIZATION AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THE INCOME TAX STANDARD HAS NO IMPACT ON THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. STAPELEY'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CHARITABLE TRUST REMAINDER INTEREST -193,987. 1 MONTHLY FEE ASSISTANCE FOR INDEPENDENT OR ASSISTED LIVING RESIDENTS 8 140733 N/A PART I, LINE 2: GRANT ASSISTANCE FOR RESIDENTS OF INDEPENDENT OR ASSISTED LIVING ARE MADE BASED ON DEMONSTRATED FINANCIAL NEED. MANAGEMENT OF EVANGELICAL SERVICES FOR THE AGING REVIEWS THE SPECIFIC SITUATIONS FOR EACH RESIDENT WHO IS REQUESTING ASSISTANCE. MANAGEMENT MAKES THE DETERMINATION BASED ON THE INDIVIDUAL FINANCIAL NEEDS OF THE RESIDENTS. 0 1 0 0 0 0 0 0 0 KEN FRANIAK CFO/COO 0 231679 0 15000 0 16239 0 21569 0 1645 0 286132 0 0 JEFF PETTY PRESIDENT/CEO 0 382532 0 49650 0 18000 0 61431 0 2118 0 513731 0 0 KENNETH BEILER EXECUTIVE DIRECTOR 138887 0 9000 0 0 0 5081 0 1185 0 154153 0 0 0 PART I, LINE 3 COMPENSATION FOR THE CEO AND ITS DIRECT REPORTS IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF WESLEY ENHANCED LIVING. COMPENSATION STUDIES ARE DONE PERIODICALLY BY AN OUTSIDE COMPENSATION CONSULTANT TO DETERMINE COMPENSATION, USING COMPARATIVE INDEPENDENT DATA. THE CEO IS THE ONLY EMPLOYEE WHO HAS AN EMPLOYMENT CONTRACT. FOR OTHER EMPLOYEES, COMPENSATION REVIEWS ARE COMPLETED INTERNALLY COMPARING COMPENSATION DATA AVAILABLE THROUGH PANPHA AND OTHER BENCHMARKS. THIS WAS LAST COMPLETED IN 2015. PART I, LINE 4B KEN FRANIAK RECEIVED $12,291 JEFF PETTY RECEIVED $45,922 A PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT 232237287 717818Q27 2005-09-08 10363863 PLEASE SEE PART V. 0 0 0 A 8012863 10363863 398235 207079 1004344 8754205 2007 1 1 1 1 A 0 0 0 0 0 0 1 A 1 0 0 0 0 1 A 1 SCH K FORM 990 PART 1 LINE A BOX F FORM 990, SCHEDULE K, PART I, LINE A, BOX F DESCRIPTION OF PURPOSE: [1] TO REFINANCE SERIES 1994 AND 1996 BONDS. [2] TO PAY THE COSTS OF MISCELLANEOUS ADDITIONAL RENOVATIONS CAPITAL IMPROVEMENTS AND ADDITIONS TO THE FACILITY. [3] TO FUND A DEBT SERVICE RESERVE FUND FOR THE SERIES 2005 BOND, AND [4] TO PAY THE COST OF ISSUANCE ASSOCIATED WITH THE SERIES 2005 BOND. FORM 990, PART VI, SECTION A, LINE 6 MEMBER ORGANIZATION EVANGELICAL SERVICES FOR THE AGING IS SOLE MEMBER OF THE ORGANIZATION FORM 990, PART VI, SECTION A, LINE 7A THE BOD, EXECUTIVE DIRECTORS,/PRESIDENT ARE ELECTED BY EVANGELICAL SERVICES FOR THE AGING, THE MEMBER CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B ACTIONS OF THE BOARD OF DIRECTORS IS VALID UPON WRITTEN APPROVAL OF THE SOLE MEMBER FOR THE ANNUAL BUDGET, INCURRING DEBTS, PURCHASE, SALE OR LEASE OF REAL PROPERTY, CONTRACTING WITH RESIDENTS, TRANSFER OF FUNDS/PROPERTY TO ANY CORPORATIONS OF WHICH EVANGELICAL AGING SERVICES FOR THE AGING IS THE SOLE MEMBER, OR ANY AMENDMENT TO THE ARTICLES OF INCORPORATIONS OR BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B GOVERNING BODY REVIEW OF THE FORM 990 PRIOR TO ITS FILING, A COPY OF THE FINAL FORM 990 IS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND KEY STAFF ARE GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY ANNUALLY TO REVIEW DURING THE JANUARY BOARD MEETING. THE POLICY OUTLINES THE GUIDING PRINCIPALS OF THE POLICY AND DISCLOSURE REQUIREMENTS AND PROCEDURES FOR DEALING WITH CONFLICTS OF INTEREST. IN ADDITION, BOARD MEMBERS AND KEY STAFF ARE REQUIRED TO COMPLETE ANNUAL CONFLICTS OF INTEREST AND DISCLOSURE OF RELATED ACTIVITIES STATEMENTS. "RELATED" INDIVIDUALS SHALL NOT BE PLACED IN WEL THROUGH EMPLOYMENT, TRANSFER, OR PROMOTION WHEN SUCH PLACEMENT WILL RESULT IN ONE SUPERVISING ANOTHER AND/OR HAVING THE RESPONSIBILITY TO MAKE OR PARTICIPATE ACTIVELY IN MAKING DECISIONS REGARDING A "RELATED" EMPLOYEE'S EMPLOYMENT STATUS. PERSONS WHO HAVE CONFLICTS WITH THE CONFLICT OF INTEREST POLICY WILL BE REVIEWED ON A CASE BY CASE BASIS AND WILL ABSTAIN FROM BOTH DISCUSSION AND VOTE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND FORM 990 ARE PROVIDED UPON REQUEST. THEY ARE ALSO AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE. FORM 990, PART XI, LINE 9: CHANGE IN CHARITABLE TRUST REMAINDER INTEREST -193,987. EVANGELICAL MANOR C/O 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 230563550 OPERATE A CCRC PA 501C(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 NEW HERITAGE TOWERS C/O 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 232366563 OPERATE A CCRC PA 501C(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 NORTH AMERICAN BAPTIST HOME FOR THE AGED C/O 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 231401533 OPERATE A CCRC PA 501C(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 MAPLE VILLAGE C/O 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 232810902 OPERATE A CCRC PA 501C(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 EVANGELICAL SERVICES FOR THE AGING FOUNDATION C/O 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 231971878 FUNDRAISING ARM OF EVANGELICAL SERVICES FOR THE AGING PA 501C(3) LINE 12A, I EVANGELICAL SERVICES FOR THE AGING 0 EVANGELICAL SERVICES FOR THE AGING C/O 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 232648022 OPERATE A CCRC PA 501C(3) LINE 12C, III-FI N/A 0 MARTINS RUN C/O 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 232090256 OPERATE A CCRC PA 501C(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 MARTINS RUN HOME PARTNERS C/O 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 272268177 OPERATE A HOME CARE AGENCY PA 501C(3) LINE 10 MARTIN'S RUN 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0