2012-05-15T14:47:05-05:00 2011-12-31 410746749 CLIFTONLARSONALLEN LLP 610 WGERMANTOWN PIKESTE 400 PLYMOUTH MTG PA 19462 990 2011-01-01 231401533 NORTH AMERICAN BAPTIST HOME FOR THE AGED NORT 2156245800 7040 OXFORD AVE PHILADELPHIA PA 19111 JEFF DUNKLE CFO 2153540565 2012-05-09 1 MICHAEL SIEGEL P01587323 2156433900 2011 2016-02-24 21:20:13Z WESLEY ENHANCED LIVING BURHOLME JEFF PETTY 7040 OXFORD AVE PHILADELPHIA PA 19111 1263639 0 3423 X WWW.WEL.ORG X 1869 PA PROVIDES INDEPENDENT RETIREMENT APARTMENT LIVING AND PERSONAL CARE. 3 0 46 0 0 0 1700 1062 845550 1248905 -255797 0 6782 13672 598235 1263639 0 103214 0 0 808437 932033 0 0 0 769239 1275190 1577676 2310437 -979441 -1046798 8218877 8564610 8232413 9624945 -13536 -1060335 TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES. 0 0 1686840 103214 1262577 A NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY THAT PROVIDES RETIREMENT APARTMENT LIVING & THE AVAILABILITY OF PERSONAL CARE TO ITS RESIDENTS THROUGH MAINTAINING 57 UNITS FOR PERSONAL CARE SERVICES.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 AND PERSONAL NEEDS OF THE ELDERLY. 1686840 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 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 1 0 0 0 0 1 7 0 1 46 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 1 1 0 X X JEFF DUNKLE 2153540565 928 JAYMOR ROAD BLDG B SUITE 150 SOUTHAMPTON PA 18966 JEFF PETTY 40.00 X X 0 361698 53074 KEN FRANIAK 40.00 X 0 221010 9663 ROBYN KULP 40.00 X X 0 122217 7329 0 704925 70066 0 0 1 0 ATLANTIC CONSTRUCTION SERVICES 58 MULBERRY DRIVE FREDERICO DE 19446 CONSTRUCTION 405160 WELLS FARGO PO BOX 823274 PHILADELPHIA PA 19182 FINANCE 395242 2 1062 1062 PERSONAL CARE 623990 854698 854698 INDEPENDENT LIVING 623990 279648 279648 ENTRANCE FEE 623990 114559 114559 1248905 OTHER REVENUE 623990 13672 13672 13672 1263639 1262577 0 0 103214 103214 773041 652526 120515 11066 9446 1620 90292 84178 6114 57634 47289 10345 100435 100435 4173 4173 15000 15000 140184 140184 46134 27257 18877 49537 15014 34523 1486 490 996 364996 291997 72999 239561 191649 47912 40057 40057 FOOD 118693 118693 REPAIRS & MAINTENANCE 59454 59454 CONTRACTED SERVICES 55551 51573 3978 BAD DEBT EXPENSE 25000 25000 14929 9060 5869 2310437 1686840 623597 0 4578 1634 28262 33641 52791 33657 10846412 2717731 7870286 8128681 262960 366997 8218877 8564610 116642 206050 298646 338448 5716992 6137560 2100133 2942887 8232413 9624945 X -47907 -1094706 34371 34371 -13536 -1060335 8218877 8564610 -1046798 0 X X 0 1 1 X 0 X 303081 104690 1117785 1700 1062 1528318 1442993 1168269 1070127 845550 1248905 5775844 1746074 1272959 2187912 847250 1249967 7304162 0 0 0 7304162 3624 1722 876 6222 3624 1722 876 6222 6298 6751 8021 6782 13672 41524 1755996 1281432 2196809 854032 1263639 7351908 0.99350 0.99280 0.00080 0.00140 X 18000 18000 10704856 2644610 8060246 123556 73121 50435 8128681 DUE TO RELATED PARTIES 2942887 2942887 1263639 2310437 -1046798 -1046798 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: NORTH AMERICAN BAPTIST HOME FOR THE AGED DOING BUSINESS AS WESLEY ENHANCED LIVING BURHOLME 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, 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 THE ORGANIZATION'S 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 2008 TO 2010 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. 1 MONTHLY FEE ASSISTANCE FOR INDEPENDENT OR ASSISTED LIVING. 8 103214 FMV N/A 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. X X X X X X 0 1 0 0 0 0 0 0 0 JEFF PETTY 0 298146 0 58350 0 5202 0 39602 0 13472 0 414772 0 0 KEN FRANIAK 0 190550 0 18500 0 11960 0 8650 0 1013 0 230673 0 0 PART I, LINE 4B JEFF PETTY $39,602 KEN FRANIAK $8,650 FORM 990, PART VI, SECTION A, LINE 6 EVANGELICAL SERVICES FOR THE AGING IS A MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A EVANGELICAL SERVICES FOR THE AGING APPOINTS THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE BOARD OF DIRECTORS OF EVANGELICAL SERVICES FOR THE AGING. 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. 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. 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. FORM 990, PART XI, LINE 2C THE BOARD OF DIRECTORS OF EVANGELICAL SERVICES FOR THE AGING HAS A FINANCE COMMITTEE WHO ASSUMES RESPONSIBILITY FOR THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. EVANGELICAL SERVICES FOR THE AGING C/O 928 JAYMOR ROAD B-150 SOUTHAMPTON PA 18966 232648022 OPERATE A CCRC PA 501C(3) 11 N/A 0 EVANGELICAL MANOR C/O 928 JAYMOR ROAD B-150 SOUTHAMPTON PA 18966 230563550 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 NEW HERITAGE TOWERS C/O 928 JAYMOR ROAD B-150 SOUTHAMPTON PA 18966 232366563 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 MAPLE VILLAGE C/O 928 JAYMOR ROAD B-150 SOUTHAMPTON PA 18966 232810902 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 WESLEY ENHANCED LIVING AT CHESTNUT HILL MANOR C/O 928 JAYMOR ROAD B-150 SOUTHAMPTON PA 18966 260760001 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 EVANGELICAL SERVICES FOR THE AGING FOUNDATION C/O 928 JAYMOR ROAD B-150 SOUTHAMPTON PA 18966 231971878 FUNDRAISING ARM OF EVANGELICAL SERVICES FOR THE AGING PA 501C(3) 11 EVANGELICAL SERVICES FOR THE AGING 0 STAPELEY HALL C/O 928 JAYMOR ROAD B-150 SOUTHAMPTON PA 18966 232145152 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 1