2011-05-10T06:31:17-05:00 2010-06-30 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990 2009-07-01 232145152 STAPELEY HALL STAP 2153540565 928 JAYMOR ROAD No B-150 SOUTHAMPTON PA 18966 MICHAEL PRUSHAN 2153540565 2011-05-10 1 Marianne Mak 2155677770 2009 2016-02-24 21:20:13Z X WESLEY EnHANCED LIVING AT STAPELEY MICHAEL PRUSHAN 928 JAYMOR ROAD No B-150 SOUTHAMPTON PA 18966 16989325 0 X http://www.wesleyenhancedliving.org/communities/stapeley/stapeley.html X 1904 PA SEE SCHEDULE O FOR DETAILS. 17 14 319 25 0 0 217829 191669 12449700 13982171 410773 -613324 38741 26627 13117043 13587143 0 0 8780876 7830966 0 120460 6103506 7596628 14884382 15427594 -1767339 -1840451 20943425 19177404 17510899 16428502 3432526 2748902 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 12585720 13982171 PROVIDER IS A CONTINUING CARE RETIREMENT COMMUNITY THAT PROVIDES SERVICES TO ELDERLY RESIDENTS INCLUDING HEALTHCARE AND RESIDENTIAL SERVICES INCLUDING INDEPENDENT LIVING, PERSONAL CARE, AND SKILLED NURSING CARE. 12585720 1 1 0 0 0 0 0 0 1 1 0 0 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 1 7 0 319 1 0 0 0 0 0 0 0 0 0 17 14 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X CHIEF FINANCIAL OFFICER 2158440700 6300 GREENE STREET PHILADELPHIA PA 19144 Ellen V Thomas until 331 1.00 X X 0 0 0 JEFF PETTY AFTER 331 1.00 X X 0 0 0 David T Johnson After 331 40.00 X X 152049 0 7843 Winifred Shaw-Hope Until 331 1.00 X X 0 0 0 KEN FRANIAK AFTER 331 1.00 X X 0 0 0 Brian Spooner Until 331 1.00 X X 0 0 0 Peter F Arfaa Until 331 1.00 X 0 0 0 Richard P Bansen Until 331 1.00 X 0 0 0 David B Carter Until 331 1.00 X 0 0 0 Constance E Clayton Until 331 1.00 X 0 0 0 Christopher T Hay Until 331 1.00 X 0 0 0 Joyce Lenhardt Until 331 1.00 X 0 0 0 Emily N Oelkers Until 331 1.00 X 0 0 0 Patricia Payne Until 331 1.00 X 0 0 0 Edward OF Rhoads Until 331 1.00 X 0 0 0 Peter R Warrington Until 331 1.00 X 0 0 0 Wendell R Whitlock Until 331 1.00 X 0 0 0 Timothy McQuaid Until 331 40.00 X 109106 0 6486 MICHAEL PRUSHAN AFTER 331 1.00 X 0 0 0 261155 0 14329 2 0 1 0 SODEXO INC AND AFFILIATES 9801 WASHINGTONIAN BLVD GAITHERSBURG MD 20878 SERVICES AND SUPPLIES (FOOD ETC) 2231022 REHAB CARE GROUP 7733 FORSYTH BLVD STE 2300 ST LOUIS MO 63105 THERAPY SERVICES 572753 ALLIED BARTON SECURITY SERVICES 3806 HORIZON DRIVE KING OF PRUSSIA PA 19406 SECURITY STAFFING 208037 INDUSTRIAL MECHANICAL CONTRACTORS INC 240 Tanner Avenue HATBORO PA 19040 MAINTENANCE SERVICES 109251 4 191669 191669 RESIDENT CARE 623000 8132868 8132868 MEDICARE/MEDICAID 623000 5751292 5751292 ENTRY FEE AMORTIZATION 623000 98011 98011 13982171 197411 197411 1052 1052 1052 1052 2591447 3402182 -810735 -810735 -810735 Employee/Guest Meals 900099 12425 12425 incidenital revenue 900099 10488 10488 VENDING MACHINES 900099 2662 2662 25575 13587143 13982171 0 -586697 273751 45397 210773 17581 6347012 5811425 505231 30356 710191 506649 203022 520 500012 438500 57615 3897 94162 94162 46329 46329 34229 34229 2258541 2133445 122599 2497 97659 719 74124 22816 227359 58493 126073 42793 690009 673566 16443 14741 11193 3548 788284 788284 709059 709059 289607 61164 228443 PROGRAM SUPPLIES 1412689 1412689 ACCOUNT REC'BLE WRITTEN 746707 746707 CONTRIBUTION REC'BLE WR 187253 187253 -64863 64863 15427594 12585720 2721414 120460 2000 2000 600783 1022839 187253 1275758 1555191 84766 49855 25613933 14113293 11779238 11500640 2324263 46046 4689364 5000833 20943425 19177404 3623556 2770866 365800 552813 9640022 9397076 3412981 3409400 468540 298347 17510899 16428502 X -146840 -924502 292463 81050 3286903 3592354 3432526 2748902 20943425 19177404 X 0 1 1 X 0 X 315525 200562 271278 217829 191669 1196863 12140076 12263086 12728886 12449700 13982171 63563919 40971 44188 34144 23115 12425 154843 12496572 12507836 13034308 12690644 14186265 64915625 77330 24103 39086 91662 78295 310476 0 77330 24103 39086 91662 78295 310476 64605149 319349 423706 445667 423771 198463 1810956 319349 423706 445667 423771 198463 1810956 22004 261272 26766 29413 13150 352605 12837925 13192814 13506741 13143828 14397878 67079186 0.96310 0.94560 0.02700 0.02550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 514289 193643 707932 652870 -138581 514289 0 0 500000 500000 24931986 13973476 10958510 121277 79147 42130 60670 60670 0 11500640 DEFERRED FINANCING COSTS 567645 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 2884422 ASSETS LIMITED AS TO USE 1548766 5000833 PRIORITY LIST DEPOSIT 892 RESTRICTED FUNDS 159874 ANNUITIES PAYABLE 55786 DUE TO PARENT 81795 298347 Part V, Line 4: Description of Intended Use of Endowment Funds: THE INVESTMENT INCOME FROM THE ENDOWMENTS INCLUDES INTEREST AND DIVIDENDS ONLY. REALIZED AND UNREALIZED GAINS REMAIN WITH THE ENDOWMENTS. THE INCOME FROM ONE OF THE ENDOWMENTS IS RESTRICTED FOR TREE PRESERVATION. THE INCOME FROM THE REMAINING ENDOWMENTS IS UNRESTRICTED. X X 0 0 0 0 0 0 0 0 0 David T Johnson After 331 152049 0 0 0 0 0 0 0 0 0 152049 0 75681 0 PHILA AUTHORITY FOR INDUSTRIAL DEVELOPMENT 232237287 717818Q27 2005-09-08 10363863 SEE SCHEDULE O FOR DETAILS. 0 0 10363863 847533 8304907 207079 1004344 2005 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 Form 990, Part VI, Section A, line 4 CHANGES TO THE ORGANIZATION'S GOVERNING DOCUMENTS IN FY10, THE ORGANIZATION'S GOVERNING BOARD APPROVED CHANGES TO AMEND THE ARTICLES OF INCORPORATION OF STAPELEY HALL: [1] ARTICLE 2 - REGISTERED OFFICE. ITS REGISTERED OFFICE IS CHANGED TO THE SOLE MEMBER'S CORPORATE ADDRESS [2] ARTICLE 7 - MEMBERS. CHANGED FROM NO MEMBER TO SINGLE MEMBER. THE SOLE MEMBER OF THE CORPORATION SHALL BE EVANGELICAL SERVICES FOR THE AGING; [3] ARTICLE 9 - BOARD OF DIRECTORS. NO BOARDS MEMBERS WILL BE APPOINTED BY PHILADELPHIA QUARTERLY MEETING OF FRIENDS. THE BUSINESS OF THE ORGANIZATION SHALL BE MANAGED BY A BOARD OF DIRECTORS, AS PRESCRIBED IN THE AMENDED AND RESTATED BYLAWS OF THE CORPORATION; [4] ARTICLE 10 - LIQUIDATION OR DISSOLUTION. UPON DISSOLUTION OF THE CORPORATION OR THE WINDING UP ITS AFFAIRS, THE ASSETS OF THE CORPORATION SHALL BE DISTRIBUTED AS PRESCRIBED IN THE AMENDED AND RESTATED ARTICLES OF THE CORPORATION; AND [5] ARTICLE 11 [NEW] - CORPORATE POWERS. THE CORPORATION SHALL HAVE ALL THE POWERS CREATED BY LAW, SO LONG AS THEY ARE CONSISTENT WITH THE REQUIREMENTS OF SECTION 501(C)(3) OF THE CODE, INCLUDING BUT NOT LIMITED TO THE POWER TO ACCEPT GIFTS, GRANTS, DEVISES, BEQUESTS OF FUNDS OR ANY OTHER PROPERTY FROM ANY PUBLIC OR GOVERNMENTAL BODIES AND ANY PRIVATE PERSONS WHO SHALL INCLUDE, BUT NOT BE LIMITED TO, PRIVATE AND PUBLIC FOUNDATIONS, CORPORATIONS AND INDIVIDUALS. Form 990, Part VI, Section A, line 6 MEMBER ORGANIZATION ENVANGELICAL SERVICES FOR THE AGING IS A MEMBER OF THE ORGANIZATION. Form 990, Part VI, Section A, line 7a ELECTION OF MEMBERS OF GOVERNING BODY EVANGELICAL SERVICES FOR THE AGING APPOINTS THE MEMBERS OF THE GOVERNING BODY. Form 990, Part VI, Section A, line 7b APPROVAL OF DECISIONS OF GOVERNING BODY 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 GOVERNING BODY REVIEW OF FORM 990 PRIOR TO ITS FILING, A COPY OF 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 POLICY THE BOARD OF DIRECTORS AND MANAGEMENT ARE REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST BY SIGNING THE ORGANIZATION'S CONFLICT OF INTEREST STATEMENT WHICH REQUIRES A DESCRIPTION OF ALL POTENTIAL CONFLICTS. Form 990, Part VI, Section B, line 15 PROCESS FOR DETERMINING COMPENSATION THE SALARY 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 AND NON-PROFIT COMMUNITY. Form 990, Part VI, Section C, line 19 PUBLIC AVAILABILITY OF OTHER DOCUMENTS COPIES OF 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. PART XI LINE 2B: AUDITED FINANCIAL STATEMENTS THE ORGANIZATION OBTAINED SEPARATE, INDEPENDENT AUDITED FINANICAL STATEMENTS FOR THE 9-MONTHS ENDED MARCH 31, 2010. SCHEDULE K, PART I, COL F - DESCRIPTION OF PURPOSE FOR BONDS LISTED ON LINES A TO E: [1] TO REFINANCE SERIES 1994 AND 1996 BONDS; [2] TO PAY THE COSTS OF MISCELLANEOUS ADDITIONAL RENOVATIONS. CAPITAL IMPROVEMENTS AND ADDITIONS TO THE FACILTIY; [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. EVANGELICAL SERVICES FOR THE AGING DBA WESLEY ENHANCED LIVING C/O 928 JAYMOR ROAD BLDG B NO 150 SOUTHAMPTON PA 18966 232648022 TO PROMOTE THE GENERAL HEALTH, WELFARE AND SECURITY OF THE ELDERLY PA 501(c)(3) Line 11b, II N/A EVANGELICAL SERVICES FOR THE AGING FOUNDATION C/O 928 JAYMOR ROAD BLDG B NO 150 SOUTHAMPTON PA 18966 231971878 FUNDRAISING ARM OF EVANGELICAL SERVICES FOR THE AGING PA 501(c)(3) Line 11a, I N/A EVANGELICAL MANOR C/O 928 JAYMOR ROAD BLDG B NO 150 SOUTHAMPTON PA 18966 230563550 OPERATE A CCRC PA 501(c)(3) Line 9 N/A MAPLE VILLAGE C/O 928 JAYMOR ROAD BLDG B NO 150 SOUTHAMPTON PA 18966 232810902 OPERATE A CCRC PA 501(c)(3) Line 9 N/A NEW HERITAGE TOWERS C/O 928 JAYMOR ROAD BLDG B NO 150 SOUTHAMPTON PA 18966 232366563 OPERATE A CCRC PA 501(c)(3) Line 9 N/A NORTH AMERICAN BAPTIST HOME FOR THE AGED C/O 928 JAYMOR ROAD BLDG B NO 150 SOUTHAMPTON PA 18966 231401533 OPERATE A CCRC PA 501(c)(3) Line 9 N/A WESLEY ENHANCED LIVING AT CHESTNUT HILL MANOR C/O 928 JAYMOR ROAD BLDG B NO 150 SOUTHAMPTON PA 18966 230760001 OPERATE A CCRC PA 501(c)(3) Line 9 N/A GREENE STREET PROPERTIES INC 6300 GREENE STREET PHILADELPHIA PA 19144 REAL ESTATE MANAGEMENT PA N/A C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0