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 232648022 EVANGELICAL SERVICES FOR THE AGING D/B/A WESLEY ENHANCED LIVING EVAN 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 WESLEY ENHANCED LIVING JEFF PETTY 101 E COUNTY LINE ROAD NO 200 HATBORO PA 19040 3839364 0 3423 X WWW.WEL.ORG X 1989 PA TO PROMOTE THE GENERAL HEALTH, WELFARE AND SECURITY OF THE ELDERLY. 11 11 50 11 0 0 0 0 3692276 3837062 1289 1067 2123 1235 3695688 3839364 1019772 729116 0 0 2712121 2737996 0 0 0 1300682 1449476 5032575 4916588 -1336887 -1077224 22054583 20910425 23732341 23665407 -1677758 -2754982 TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES. 0 0 721324 729116 3313565 AGING SERVICES - TO PROMOTE THE GENERAL HEALTH, WELFARE AND SECURITY OF THE ELDERLY; AND TO PLAN FOR AND DEVELOP NEW PROGRAMS AND SERVICES TO MEET THE SOCIAL, HEALTH & PERSONAL NEEDS OF THE ELDERLY. 610421 523497 PILGRIM GARDENS SENIOR HOUSING, L.P IS A LOW INCOME HOUSING PROJECT WHICH SERVES THE ELDERLY 1331745 1 0 0 1 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 59 0 50 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X DEWAYNE MCMULLIN CFO 2153543199 101 E COUNTY LINE ROAD- SUITE 200 HATBORO PA 19040 HARRY SYMONS CHAIRPERSON 1.00 0.00 X X 0 0 0 SCOTT WETHERBEE VICE-CHAIRPERSON 1.00 0.00 X X 0 0 0 GEORGE J PINEL CPA TREASURER 1.00 0.00 X X 0 0 0 RON EVANS BOARD MEMBER 1.00 1.00 X 0 0 0 WAYNE KOSIK BOARD MEMBER 1.00 0.00 X 0 0 0 KEVIN PASQUAY BOARD MEMBER 1.00 0.00 X 0 0 0 RICHARD WELLS SECRETARY 1.00 0.00 X X 0 0 0 JERRY KLINE BOARD MEMBER 1.00 0.00 X 0 0 0 AL TAUBENBERGER BOARD MEMBER 1.00 0.00 X 0 0 0 TOM PANZER BOARD MEMBER 1.00 0.00 X 0 0 0 MARY WHITE BOARD MEMBER 1.00 0.00 X 0 0 0 JEFF PETTY PRESIDENT & CEO 40.00 7.00 X 384433 0 13291 ROBYN KULP EXECUTIVE DIRECTOR 40.00 2.00 X 132248 0 3690 ROCHELLE BALLET VP OF MARKETING 40.00 0.00 X 194099 0 5478 KEN FRANIAK COO 40.00 6.00 X 237375 0 11287 SUZANNE LACHMAN DIRECTOR OF LONG TERM CARE 40.00 0.00 X 119020 0 8667 SHARON MARGUILES MARKETING MANAGER 0.00 40.00 X 128391 0 1294 DEWAYNE MCMULLIN CFO 40.00 0.00 X 154357 0 0 PAT LAMOREUX ASSISTANT VP, HUMAN POTENTIAL 40.00 0.00 X 123111 0 3518 1473034 0 47225 8 0 1 0 STANLEY INFOLOGIX DEPT CH PALATINE IL 10504 RENT 134017 VOXNET 400 DAVIS DRIVE PLYMOUTH MEETING PA 19462 TELEPHONE 125351 CLIFTONLARSONALLEN LLP 610 WEST GERMANTOWN PIKE PLYMOUTH MEETING PA 19462 AUDIT 123170 COURIER TIMES PO BOX 160 BEAVER PA 15009 ADVERTISING 120606 4 MANAGEMENT FEES 623990 3313565 3313565 INDEPENDENT LIVING 623990 523497 523497 3837062 1067 1067 MISCELLANEOUS INCOME 623990 1235 1235 1235 3839364 3837062 0 2302 729116 729116 1096800 1096800 1082149 24128 1058021 10990 443 10547 389632 1188 388444 158425 2107 156318 223288 223288 40088 40088 21106 21106 37616 37616 26304 26304 110639 10886 99753 343512 76174 267338 13395 13395 116075 92860 23215 422378 317496 104882 33733 33733 REPAIRS AND MAINTENANCE 39543 39543 FOOD 10256 10256 BAD DEBT 7792 7792 RECRUITING FEES 3255 3255 496 188 308 4916588 1331745 3584843 0 650431 1221485 25411 636832 174313 165277 12022206 1651998 10765187 10370208 37500 10439241 8479123 22054583 20910425 1234052 1609209 37749 39990 12824208 12790766 9636332 9225442 23732341 23665407 X -1677758 -2754982 -1677758 -2754982 22054583 20910425 -1077224 0 X 0 1 X 1 1 1 X X 7 EVANGELICAL MANOR 230563550 9 0 0 0 NEW HERITAGE TOWERS 232366563 9 0 177304 0 NORTH AMERICAN BAPTIST HOME FOR THE AGED 231401533 9 0 0 0 MAPLE VILLAGE 232810902 9 0 130481 0 EVANGELICAL SERVICES FOR THE AGING FOUNDATION 231971878 11 0 0 0 WESLEY ENHANCED LIVING AT CHESTNUT HILL MANOR 260760001 9 0 421331 0 STAPELEY HALL 232145152 9 0 0 0 7 729116 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 93762 0 1 135843 229605 0 PART II-B, LINE 1: THE AMOUNT ASSOCIATED WITH SELECTIONS B ABOVE ARE NEGLIGIBLE. THE COST UNDER SELECTION G ARE FOR MEETING WITH POLITICIANS TO GAIN THEIR SUPPORT FOR SHIFT PROGRAM. THE EXPENSES ARE ALLOCATION OF MANAGEMENT TIME $90,000 AND OUT OF POCKET EXPENSES OF $3,761.82. THE COSTS UNDER SELECTION I ARE FOR MANAGEMENT CONTRACTS WITH PUBLIC POLICY FIRMS. THE LOBBYING EXPENSES WERE WITH LEADING AGE FOR $51,652 AND ACG (AMERICAN CONTINENTAL GROUP) FOR $84,191. 0 1 X 15000 15000 11645180 1362254 10282926 362026 289744 72282 10370208 DUE FROM RELATED PARTY 7410035 RESTRICTED DEPOSITS AND RESERVE FUNDS 895004 TENANT SECURITY DEPOSITS 39990 DEFERRED FINANCING COST 134094 8479123 DUE TO AFFILIATE 9225442 9225442 X 3839364 0 3839364 0 3839364 4916588 0 4916588 0 4916588 PART IV, LINE 2B: DEPOSITS INCLUDE SECURITY DEPOSITS, PRIORITY DEPOSITS, AND ENTRANCE FEE DEPOSITS RECEIVED FROM RESIDENTS. NO INTEREST ACCRUES ON THESE DEPOSITS AND THEY ARE REFUNDABLE, LESS ANY EXPENSES INCURRED ON BEHALF OF THE RESIDENT. PART X, LINE 2: EVANGELICAL SERVICES FOR THE AGING 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 HAD NO IMPACT ON THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURN IS SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION 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. 0 WESLEY ENHANCED LIVING AT CHESTNUT HILL 101 E COUNTY LINE ROAD - SUITE 200 HATBORO PA 19040 260760001 501(C)(3) 421331 TO SUPPORT THE OPERATIONS OF CHESTNUT HILL (BROADHEADSVILLE) WESLEY ENHANCED LIVING AT DOYLESTOWN 101 E COUNTY LINE ROAD - SUITE 200 HATBORO PA 19040 232366563 501(C)(3) 177304 TO SUPPORT THE OPERATIONS OF DOYLESTOWN (NEW HERITAGE TOWERS) WESLEY ENHANCED LIVING AT UPPER MORELAND 101 E COUNTY LINE ROAD - SUITE 200 HATBORO PA 19040 232810902 501(C)(3) 130481 TO SUPPORT THE OPERATIONS OF UPPER MORELAND (MAPLE VILLAGE) 3 0 X X X X X X 0 1 0 0 0 0 0 0 0 JEFF PETTY PRESIDENT & CEO 335836 0 31097 0 17500 0 8080 0 5211 0 397724 0 0 0 ROCHELLE BALLET VP OF MARKETING 186084 0 8015 0 0 0 5478 0 0 0 199577 0 0 0 KEN FRANIAK COO 210297 0 9584 0 17494 0 6247 0 5040 0 248662 0 0 0 DEWAYNE MCMULLIN CFO 154357 0 0 0 0 0 0 0 0 0 154357 0 0 0 PART I, LINE 4B JEFF PETTY $17,500 KEN FRANIAK $17,494 FORM 990, PART VI, SECTION A, LINE 1 IN THE INTERIM BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL HAVE ALL POWERS OF THE BOARD IN THE TRANSACTION OF THE BUSINESS OF THE CORPORATION. IT SHALL NOT, HOWEVER, HAVE POWER TO AUTHORIZE ANY EXTRAORDINARY EXPENDITURES OR TO CONTRACT ANY UNUSUAL OR EXTRAORDINARY LIABILITY WITHOUT FIRST OBTAINING THE APPROVAL OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A ONE GROUP OR CLASS OF DIRECTORS SHALL BE ELECTED ANNUALLY BY THE DIRECTORS OF EVANGELICAL SERVICES FOR THE AGING, WHOSE TERMS OF OFFICE ARE NOT THEN EXPIRING. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE FINANCE COMMITTEE AND PRESENTED TO THE FULL BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. 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 B, LINE 15 COMPENSATION FOR THE CEO AND ITS DIRECT REPORTS IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. 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. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. REQUESTS FOR THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WILL BE CONSIDERED ON A CASE BY CASE BASIS. PILGRIM GARDENS SENIOR HOUSING LP 101 E COUNTY LINE ROAD SUIT 200 HATBORO PA 19040 753258108 LOW INCOME HOUSING PROJECT SERVING THE ELDERLY PA 525799 11372714 EVANGELICAL SERVICES FOR THE AGING PILGRIM GARDENS SENIOR HOUSING GP LLC 101 E COUNTY LINE ROAD SUIT 200 HATBORO PA 19040 753258102 GENERAL PARTNER OF PILGRIM GARDENS SENIOR HOUSING LP PA EVANGELICAL SERVICES FOR THE AGING 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 STAPELEY HALL C/O 101 E COUNTY LINE ROAD SUITE 20 HATBORO PA 19040 232145152 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 0 1 0 1 1 0 0 0 0 0 0 1 1 1 1 1 1 1 1 EVANGELICAL MANOR L 500392 FMV NEW HERITAGE TOWERS L 1806033 FMV MAPLE VILLAGE L 375569 FMV EVANGELICAL SENIOR HOUSING L 68700 FMV EVANGELICAL SERVICES FOR THE AGING FOUNDATION L 12000 FMV STAPELEY HALL L 448735 FMV STAPELEY HALL D 1182166 FMV EVANGELICAL MANOR D 22837 FMV NORTH AMERICAN BAPTIST HOME FOR THE AGED D 3789083 FMV MAPLE VILLAGE D 2214507 FMV EVANGELICAL SERVICES FOR THE AGING FOUNDATION E 163987 FMV NEW HERITAGE TOWERS E 8860013 FMV MAPLE VILLAGE D 19685000 FMV NEW HERITAGE TOWERS D 11420000 FMV MAPLE VILLAGE N 170842 FMV NEW HERITAGE TOWERS N 65351 FMV NORTH AMERICAN BAPTIST HOME FOR THE AGED L 68481 FMV NORTH AMERICAN BAPTIST HOME FOR THE AGED N 26373 FMV