2012-04-03T13:45:49-05:00 2011-06-30 CLIFTONLARSONALLEN LLP 610 WGERMANTOWN PIKESTE 400 PLYMOUTH MTG PA 19462 990 2010-07-01 232145152 STAPELEY HALL DBA WESLEY ENHANCED LIVING AT STAPELEY STAP 2153540565 928 JAYMOR ROAD B-150 SOUTHAMPTON PA 18966 JEFF DUNKLE 2153540565 2012-04-03 1 MATTHEW CLAEYSCPA 2156433900 2010 2016-02-24 21:20:13Z JEFF PETTY 928 JAYMOR ROAD B-150 SOUTHAMPTON PA 18966 15124909 0 X WWW.WEL.ORG X 1904 PA TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS. 3 0 367 20 0 0 191669 345426 13982171 13930793 -613324 349907 26627 498783 13587143 15124909 0 0 0 0 7830966 8531097 0 0 0 7596628 5549101 15427594 14080198 -1840451 1044711 19177404 24912756 16428502 15129347 2748902 9783409 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 10370060 15124924 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. 10370060 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 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 0 0 1 0 0 0 0 1 3 0 1 367 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 X JEFF DUNKLE 2153540565 928 JAYMOR RD SOUTHAMPTON PA 18966 KEN FRANIAK 40.00 X X 0 194322 15387 JEFF PETTY 40.00 X X 0 344019 42290 DAVID JOHNSON 40.00 X X 0 141893 0 0 680234 57677 0 0 1 0 0 345426 345426 MEDICARE/MEDICAID 623000 9930782 9930782 RESIDENT CARE 623000 3807859 3807859 ENTRY FEE AMORTIZATION 623000 192152 192152 13930793 349907 349907 ASSESSMENT REVENUE 623000 415510 415510 OTHER REVENUE 623000 83273 83273 498783 15124909 14429576 0 349907 7110857 6536842 574015 53356 47053 6303 836694 599213 237481 530190 479104 51086 689834 689834 59846 59846 82150 82150 724552 80230 644322 165540 165540 756785 705438 51347 650032 579944 70088 5220 2047 3173 15086 12342 2744 890868 713988 176880 741902 591628 150274 62061 62061 FOOD 514003 514003 BAD DEBT 140000 140000 LICENSES AND CERTIFICAT 27147 22231 4916 UNIFORMS 24075 24075 14080198 10370060 3710138 0 2000 2001 1022839 901052 1555191 1026372 49855 66873 18574994 927088 11500640 17647906 46046 5000833 5268552 19177404 24912756 2770866 1612201 552813 850881 9397076 12612364 3409400 298347 53901 16428502 15129347 X -924502 6208128 81050 81050 3592354 3494231 2748902 9783409 19177404 24912756 X 1044711 5989796 X X 0 1 1 X 0 X 200562 271278 217829 191669 344172 1225510 12263086 12728886 12449700 13982171 13930793 65354636 44188 34144 23115 12425 113872 12507836 13034308 12690644 14186265 14274965 66694018 24103 39086 91662 78295 233146 0 24103 39086 91662 78295 233146 66460872 423706 445667 423771 198463 349907 1841514 423706 445667 423771 198463 349907 1841514 261272 26766 29413 13150 500052 830653 13192814 13506741 13143828 14397878 15124924 69366185 0.95810 0.96310 0.02650 0.02550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 707932 608011 99921 514289 193643 707932 652870 -138581 514289 0 0 1100000 1100000 16694974 675400 16019574 751318 242121 509197 28702 9567 19135 17647906 DUE FROM AFFILIATES 300439 BENEFICIAL INTEREST IN PERPETUAL TRUST 3394310 DEBT SERVICE FUND 1022794 INTEREST AND CAPITAL CAMPAIGN FUND 551009 5268552 PRIORITY LIST DEPOSIT 11000 ANNUITIES PAYABLE 42901 53901 15124909 14080198 1044711 99279 5890517 5989796 7034507 15224188 99279 99279 15124909 0 15124909 14080198 0 14080198 0 14080198 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: STAPELEY HAS BEEN RECOGNIZED AS EXEMPT ORGANIZATIONS AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE 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 2007 TO 2009 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 8 - OTHER ADJUSTMENTS: FMV ADJUSTMENT 5,890,517. X X X X X X 0 1 0 0 0 0 0 0 0 KEN FRANIAK 0 178871 0 15451 0 0 0 8854 0 6533 0 209709 0 0 JEFF PETTY 0 288519 0 55500 0 0 0 29017 0 13273 0 386309 0 0 PART I, LINE 7 PROCESS FOR DETERMINING COMPENSATION OF THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES IS BASED ON THE PERFORMANCE OF THE ORGANIZATION, CURRENT ECONOMIC CONDITIONS AND THE SALARY LEVELS OF PEERS WITHIN THE PHILADELPHIA HEALTH CARE NON-PROFIT COMMUNITY PHIA AUTHOIRTY FOR INDUSTRIAL DEVELOPMENT 232237287 717818Q27 2005-09-08 10363863 PLEASE SEE PART V. 0 0 0 10363863 847533 8304907 207079 1004344 2005 1 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 SCHEDULE K SUPPLENTAL INFORMATION PART I, 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 A 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 ENFORCEMENT OF CONFLICTS OF INTEREST POLICY BY THE BOARD OF DIRECTORS AND MANAGEMENT ARE REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST BY SIGNING THE ORGANIZATIONS CONFLICT OF INTEREST STATEMENT WHICH REQUIRES A DESCRIPTION OF ALL POTENTIAL CONFLICTS. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 99,279. FMV ADJUSTMENT 5,890,517. TOTAL TO FORM 990, PART XI, LINE 5: 5,989,796. FORM 990, PART XI, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. EVANGELICAL MANOR C/O 928 JAYMOR ROAD B-150 SOUTHAMPTON PA 18966 230563550 OPERATE A CCRC PA 501C(3) 9 N/A 0 NEW HERITAGE TOWERS C/O 928 JAYMOR ROAD B-150 SOUTHAMPTON PA 18966 232366563 OPERATE A CCRC PA 501C(3) 9 N/A 0 NORTH AMERICAN BAPTIST HOME FOR THE AGED C/O 928 JAYMOR ROAD B-150 SOUTHAMPTON PA 18966 231401533 OPERATE A CCRC PA 501C(3) 9 N/A 0 MAPLE VILLAGE C/O 928 JAYMOR ROAD B-150 SOUTHAMPTON PA 18966 232810902 OPERATE A CCRC PA 501C(3) 9 N/A 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 N/A 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 N/A 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0