2015-05-07T15:46:28-05:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2014-01-01 232145152 STAPELEY HALL DBA WESLEY ENHANCED LIVING AT STAPELEY STAP 2153540565 101 E COUNTY LINE ROAD NO 200 HATBORO PA 19040 DEWAYNE MCMULLIN CFO 2153543183 2015-05-06 1 MATTHEW CLAEYS CPA P00025339 2156433900 2014 2016-02-25 16:41:14Z JEFF PETTY 101 E COUNTY LINE ROAD NO 200 HATBORO PA 19040 14928923 0 3423 X WWW.WEL.ORG X 1980 PA TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS. 3 0 321 2 0 0 132523 55309 13470291 14798286 25558 18745 104784 56583 13733156 14928923 201409 130988 0 0 9250464 9271278 0 0 0 5002852 5464455 14454725 14866721 -721569 62202 33326577 34090594 25264940 25863730 8061637 8226864 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 11942122 130988 14798286 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. 11942122 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 88 0 321 1 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X JEFF PETTY 2153543199 101 E COUNTY LINE ROAD SUITE 200 HATBORO PA 19040 KEN FRANIAK COO AND SECRETARY 1.00 45.00 X X 0 237375 11287 JEFF PETTY PRESIDENT/CEO 1.00 46.00 X X 0 384433 13291 PAUL ZLOTOLOW EXECUTIVE DIRECTOR 40.00 0.00 X X 0 54387 3066 STACY DONNELLY DIRECTOR OF NURSING 40.00 0.00 X 0 106965 3257 ANTHONY WOODS THERAPIST 40.00 0.00 X 0 108496 3118 0 891656 34019 0 0 1 0 WOHLSON CONSTRUCTION PO BOX 4612 LANCASTER PA 17604 CONSTRUCTION 1595991 MCBRICK BUILDING GROUP 112 EDISON FURLONG RD DOYLESTOWN PA 18901 CONSTRUCTION 187432 DESIGN & SUPPLY CO INC 600 HORIZON DRIVE CHALFONT PA 18914 RENOVATIONS 131075 US SECURITY ASSOCIATES PO BOX 931703 ATLANTA GA 31193 SECURITY 116511 4 55309 55309 HEALTH CENTER 623000 9825113 9825113 PERSONAL CARE 623000 3037820 3037820 INDEPENDENT LIVING 623000 1112694 1112694 ASSESSMENT REVENUE 623000 619874 619874 ENTRY FEE AMORTIZATION 623000 202785 202785 14798286 18745 18745 OTHER REVENUE 623000 56583 56583 56583 14928923 14798286 0 75328 130988 130988 7463669 6898019 565650 230016 206603 23413 894538 623399 271139 683055 512957 170098 448732 448732 268764 268764 31478 31478 677765 568434 109331 94721 94721 863569 736835 126734 477586 373011 104575 16769 1686 15083 582108 465686 116422 627349 501879 125470 56100 56100 FOOD 620900 620006 894 BAD DEBT 385000 385000 REPAIRS & MAINTENANCE 293396 293396 LICENSES 13724 2729 10995 6494 6494 14866721 11942122 2924599 0 2000 2000 623839 646895 2018454 1375051 102084 116607 24780304 3272261 19710196 21508043 5043269 5007346 5826735 5434652 33326577 34090594 1625615 1989741 690010 740225 20759827 21756120 210370 181221 1979118 1196423 25264940 25863730 X 4183447 4335177 81050 0 3797140 3891687 8061637 8226864 33326577 34090594 X 62202 8478 94547 X 0 1 X 1 0 X 344172 137548 223072 132523 55309 892624 13930793 6871075 13215060 13470291 14798286 62285505 14274965 7008623 13438132 13602814 14853595 63178129 110154 74446 154813 339413 0 110154 74446 154813 339413 62838716 349907 -13404 83261 25558 18745 464067 349907 -13404 83261 25558 18745 464067 500052 71056 448424 104784 56583 1180899 15124924 7066275 13969817 13733156 14928923 64823095 0.96940 0.96580 0.00720 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 82879 10753 93632 70643 12236 82879 67801 2842 70643 99921 -32120 67801 707932 608011 99921 0.00000 1.00000 0.00000 0 0 1100000 1100000 17180491 2424556 14755935 1183566 812602 370964 5316247 35103 5281144 21508043 BENEFICIAL INTEREST IN PERPETUAL TRUST 3908862 SINKING FUND 343177 DEBT SERVICE FUND 975 DEFERRED FINANCING COSTS, NET 1181638 5434652 ANNUITIES PAYABLE 14257 DUE TO AFFILIATES 1182166 1196423 X 14900960 8478 -36441 -27963 14928923 0 14928923 14735733 0 14735733 130988 130988 14866721 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 EXEMPT ORGANIZATIONS 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. STAPELEY FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD, WHICH DIRECTS THE RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE IMPLEMENTATION OF THE INCOME TAX STANDARD HAD NO IMPACT ON STAPELEY'S FINANCIAL STATEMENTS. STAPELEY'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. STAPELEY IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. STAPELEY IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE YEARS 2011 TO 2013 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CHARITABLE TRUST REMAINDER INTEREST 94,547. RESIDENT ASSISTANCE NETTED ON FS -130,988. PART XII, LINE 4B - OTHER ADJUSTMENTS: RESIDENCE ASSISTANCE NETTED WITH REV ON FS 130,988. 1 MONTHLY FEE ASSISTANCE FOR INDEPENDENT OR ASSISTED LIVING RESIDENTS 6 130988 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 COO AND SECRETARY 0 210297 0 9584 0 17494 0 6247 0 5040 0 248662 0 0 JEFF PETTY PRESIDENT/CEO 0 335836 0 31097 0 17500 0 8080 0 5211 0 397724 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 2014. PART I, LINE 4B KEN FRANIAK RECEIVED $17,494 JEFF PETTY RECEIVED $17,500 A PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT 232237287 717818Q27 2005-09-08 10363863 PLEASE SEE PART V. 0 0 0 A 7292863 10363863 390989 207079 1004344 8761451 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 11 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 94,547. EVANGELICAL MANOR C/O 101 E COUNTY LINE ROAD SUITE 20 HATBORO PA 19040 230563550 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 NEW HERITAGE TOWERS C/O 101 E COUNTY LINE ROAD SUITE 20 HATBORO PA 19040 232366563 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 NORTH AMERICAN BAPTIST HOME FOR THE AGED C/O 101 E COUNTY LINE ROAD SUITE 20 HATBORO PA 19040 231401533 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 MAPLE VILLAGE C/O 101 E COUNTY LINE ROAD SUITE 20 HATBORO PA 19040 232810902 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 WESLEY ENHANCED LIVING AT CHESTNUT HILL MANOR C/O 101 E COUNTY LINE ROAD SUITE 20 HATBORO PA 19040 260760001 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 EVANGELICAL SERVICES FOR THE AGING FOUNDATION C/O 101 E COUNTY LINE ROAD SUITE 20 HATBORO PA 19040 231971878 FUNDRAISING ARM OF EVANGELICAL SERVICES FOR THE AGING PA 501C(3) 11 EVANGELICAL SERVICES FOR THE AGING 0 EVANGELICAL SERVICES FOR THE AGING C/O 101 E COUNTY LINE ROAD SUITE 20 HATBORO PA 19040 232648022 OPERATE A CCRC PA 501C(3) 11 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0