2026-04-30T14:13:55-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2025-01-01 232648022 EVANGELICAL SERVICES FOR THE AGING EVAN 2153540565 626 JACKSONVILLE ROAD 200 WARMINSTER PA 18974 JEFF PETTY CHIEF FINANCIAL OFFICER 2153540565 2026-04-27 1 KERRI N BOGDA P00760402 7177404863 2026-04-27 2025 2025-03-06 01:10:19Z WESLEY ENHANCED LIVING JEFF PETTY 626 JACKSONVILLE ROAD 200 WARMINSTER PA 18974 7025670 0 3423 X WWW.WEL.ORG X 1989 PA THE ORGANIZATION OPERATES NON-PROFIT CONTINUING CARE RETIREMENT COMMUNITIES, INCLUDING INDEPENDENT APARTMENTS, PERSONAL CARE APARTMENTS, AND SKILLED NURSING FACILITIES. 9 9 56 9 0 0 0 0 7139492 7004604 0 21066 0 0 7139492 7025670 0 0 0 0 4220987 4225133 0 0 0 2918505 2800534 7139492 7025667 0 3 21112930 23394052 27754735 30035854 -6641805 -6641802 TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES. 0 0 1948255 0 7004604 AGING SERVICES ARE PROVIDED TO PROMOTE GENERAL HEALTH, WELFARE AND SECURITY OF THE SENIOR RESIDENTS, AND TO PLAN FOR AND DEVELOP NEW PROGRAMS AND SERVICES TO MEET THE SOCIAL, HEALTH AND PERSONAL NEEDS OF SENIOR CITIZENS. 1948255 1 0 0 1 0 0 0 0 1 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 32 0 56 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X JEFF PETTY CEO 2153540565 626 JACKSONVILLE ROAD STE 200 WARMINSTER PA 18974 HARRY SYMONS BOARD CHAIR 1.00 0.00 X X 0 0 0 SCOTT SMITH VICE CHAIR 1.00 0.00 X X 0 0 0 RICHARD WELLS VICE CHAIR (UNTIL 01/25) 1.00 0.00 X X 0 0 0 BILL GIAMMARUTI TREASURER 1.00 0.00 X X 0 0 0 KYLE EVANS SECRETARY 1.00 0.00 X X 0 0 0 WAYNE KOSIK BOARD MEMBER 1.00 0.00 X 0 0 0 BRUCE HESS BOARD MEMBER 1.00 0.00 X 0 0 0 JERRY KLINE BOARD MEMBER 1.00 0.00 X 0 0 0 BETH ROTHSCHILD BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID RITTENBERG BOARD MEMBER 1.00 0.00 X 0 0 0 JEFF PETTY PRESIDENT & CEO 40.00 5.00 X 977221 0 26891 ROCHELLE BALLET SENIOR VP OF MARKETING & SALES 42.00 3.00 X 395802 0 21916 JOHN ODIKE VP OF HUMAN POTENTIAL 42.00 3.00 X 284334 0 18924 MICHAEL DESTEFON CHIEF OPERATING OFFICER 7.69 32.31 X 0 258719 19630 GABE LOTMAN DIR. FINANCIAL PLANNING & ANALYSIS 40.00 0.00 X 176249 0 18445 JAROSLAV DYKYJ CORP DIRECTOR OF QUALITY ASSURANCE 40.00 0.00 X 151281 0 7090 BARBARA BLICKLEY DIR. HEALTH RELATIONS & CARE TRANSITION 40.00 0.00 X 115915 0 15168 CHRISTOPHER LEE CASTALDO DIRECTOR OF RENOVATIONS 40.00 0.00 X 124357 0 11622 JOHN WHORISKEY DIR. INFORMATION TECHNOLOGY 40.00 0.00 X 113711 0 15526 2338870 258719 155212 12 0 1 0 ERUPTR LLC PO BOX 744306 ATLANTA GA 303714306 DIGITAL MARKETING 475250 BAKER TILLY US LLP PO BOX 78975 MILWAUKEE WI 53278 AUDIT & TAX SERVICES 317063 INDEED INC MAIL CODE 5160 PO BOX 660367 DALLAS TX 75266 RECRUITING/ADVERTISING 160145 TELESYSTEM 2700 OREGON RD NORTHWOOD OH 43619 PHONE SYSTEM 147794 ENQBATOR LLC 2321 NOVARA TRAIL 1 LEANDER TX 78641 WEB SITE SERVICES 125800 5 MANAGEMENT FEES 541900 7004604 7004604 7004604 21066 21066 7025670 7004604 0 21066 X 1725089 1725089 1913270 1457629 455641 64911 40501 24410 198233 136751 61482 323630 112544 211086 12122 12122 45355 45355 9505 9505 414761 144654 270107 1012067 1012067 195790 39928 155862 184540 184540 12733 1075 11658 18966 15173 3793 5260 5260 INCENTIVE PLANS 873869 873869 BOOKS/DUES/SUB. 13925 13925 LICENSES AND CERTIFICAT 1641 1641 7025667 1948255 5077412 0 427934 904323 256633 272494 372964 328012 53525 44952 525603 554493 19849235 21617790 21112930 23394052 2794591 2135781 24960144 27900073 27754735 30035854 X -6641805 -6641802 -6641805 -6641802 21112930 23394052 3 0 X 0 1 X 1 0 X X X 7 EVANGELICAL MANOR DBA WESLEY ENHANCED LIVING PENNYPACK PARK 230563550 10 0 0 0 NEW HERITAGE TOWERS DBA WESLEY ENHANCED LIVING DOYLESTOWN 232366563 10 0 0 0 NORTH AMERICAN BAPTIST HOME FOR THE AGED DBA WEL BURHOLME 231401533 10 0 0 0 MAPLE VILLAGE DBA WESLEY ENHANCED LIVING UPPER MORELAND 232810902 10 0 0 0 STAPELEY HALL DBA WESLEY ENHANCED LIVING AT STAPELEY HALL 232145152 10 0 0 0 MARTINS RUN DBA WESLEY ENHANCED LIVING MAIN LINE 232090256 10 0 0 0 MARTINS RUN HOME PARTNERS DBA WESLEY ENHANCED LIVING MAIN LINE HOME PARTNER 272268177 10 0 0 0 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 0 1 1 PART IV, SECTION D, LINE 3: ALL SUPPORTED ORGANIZATIONS ARE MANAGED BY WESLEY ENHANCED LIVING. THE BOARD OF DIRECTORS OF WESLEY ENHANCED LIVING ACTS ON BEHALF OF THE SUPPORTED ORGANIZATIONS. PART IV, SECTION A, LINE 1: THE FILING ORGANIZATION DOES NOT LIST SPECIFIC SUBSIDIDARIES IN ITS GOVERNING DOCUMENTS. THE SUPPORTED ORGANIZATIONS ARE IDENTIFIED AND AFFILIATED WITH THE FILING ORGANIZATION BY VIRTUE OF COMMON MANAGEMENT. PART IV, SECTION E, LINE 3A: ALL SUPPORTED ORGANIZATIONS ARE MANAGED BY WESLEY ENHANCED LIVING. THE BOARD OF DIRECTORS OF WESLEY ENHANCED LIVING ACTS ON BEHALF OF THE SUPPORTED ORGANIZATIONS. PART IV, SECTION E, LINE 3B: ALL SUPPORTED ORGANIZATIONS ARE MANAGED BY WESLEY ENHANCED LIVING. THE BOARD OF DIRECTORS OF WESLEY ENHANCED LIVING ACTS ON BEHALF OF THE SUPPORTED ORGANIZATIONS. 0 0 0 0 0 0 0 0 1 9505 9505 0 PART II-B, LINE 1: EVANGELICAL SERVICES FOR THE AGING D/B/A WESLEY ENHANCED LIVING PAID $63,029 IN DUES TO LEADING AGE PA OF WHICH 13.54% OR $8,534 RELATED TO LOBBYING ACTIVITIES AND LEADING AGE NATIONAL DUES OF WHICH 2.54% OR $971 RELATED TO LOBBYING ACTIVITIES. 0 1 X 372964 328012 44952 44952 DUE FROM RELATED PARTIES 21617790 21617790 DUE TO RELATED PARTIES 27900073 27900073 7025670 0 7025670 0 7025670 7025667 0 7025667 0 7025667 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. X X X X 0 0 0 0 0 0 0 1 0 JEFF PETTY PRESIDENT & CEO 489900 0 421356 0 65965 0 14000 0 12891 0 1004112 0 0 0 ROCHELLE BALLET SENIOR VP OF MARKETING & SALES 246817 0 136130 0 12855 0 10818 0 11098 0 417718 0 0 0 JOHN ODIKE VP OF HUMAN POTENTIAL 188748 0 86140 0 9446 0 7946 0 10978 0 303258 0 0 0 MICHAEL DESTEFON CHIEF OPERATING OFFICER 0 163989 0 94730 0 0 0 8308 0 11322 0 278349 0 0 GABE LOTMAN DIR. FINANCIAL PLANNING & ANALYSIS 163749 0 12500 0 0 0 7312 0 11133 0 194694 0 0 0 JAROSLAV DYKYJ CORP DIRECTOR OF QUALITY ASSURANCE 150966 0 0 0 315 0 6117 0 973 0 158371 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDES BONUSES TO KEY EXECUTIVES ON A DISCRETIONARY BASIS. THE BOARD OF DIRECTORS ESTABLISHES AND APPROVES A BONUS POOL WHICH REPRESENTS THE MOST THE EMPLOYEES MAY RECEIVE BASED UPON A PERCENTAGE OF THEIR BASE PAY AND SETS THE AWARD FOR THE PRESIDENT/CEO. THE PRESIDENT IS THEN TASKED WITH CONFERRING BONUSES ON OTHER ELIGIBLE EMPLOYEES BASED UPON THE MAXIMUM PERCENTAGE THAT HAS ALREADY BEEN DETERMINED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 1A 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 B, LINE 11B THE 990 IS REVIEWED BY THE FINANCE COMMITTEE AND PRESENTED TO THE FULL BOARD OF DIRECTORS BEFORE THE RETURN 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 PRINCIPLES 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 WESLEY ENHANCED LIVING THROUGH EMPLOYMENT, TRANSFER, OR PROMOTION WHEN SUCH PLACEMENT WILL RESULT IN ONE RELATIVE SUPERVISING ANOTHER AND/OR HAVING THE RESPONSIBILITY TO MAKE OR PARTICIPATE ACTIVELY IN MAKING DECISIONS REGARDING THE "RELATED" EMPLOYEE'S EMPLOYMENT STATUS. PERSONS WHO HAVE CONFLICTS WILL BE REVIEWED ON A CASE-BY-CASE BASIS AND WILL ABSTAIN FROM BOTH DISCUSSION AND VOTE ON ANY MATTER INVOLVING THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO AND HIS DIRECT REPORTS IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE WESLEY ENHANCED LIVING BOARD OF DIRECTORS. THE ORGANIZATION ANNUALLY ANALYZES DATA FROM THE FORMS 990 OF COMPETITIVE SIMILARLY SIZED, SIMILARLY LOCATED AGING SERVICES ORGANIZATIONS SUPPLEMENTED BY SALARY SURVEYS PROVIDED BY MEMBERSHIP ORGANIZATIONS AND PERIODICALLY BY 3RD PARTY CONSULTANTS. 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 IX: PLEASE NOTE THAT EVANGELICAL SERVICES FOR THE AGING SERVES AS A MANAGEMENT COMPANY TO ITS SUBSIDIARIES. ON A CONSOLIDATED LEVEL, THIS ORGANIZATION'S EXPENSES ARE TREATED AS MANAGEMENT AND GENERAL. ON A SEPARATE COMPANY LEVEL THESE MANAGEMENT EXPENSES MAY BE CONSIDERED PROGRAM EXPENSES. HOWEVER, THE ORGANIZATION CHOOSES TO RELECT THE FUNCTIONAL EXPENSES AS HOW THEY ARE REPORTED ON THE AUDITED FINANCIAL STATEMENTS. EVANGELICAL MANOR DBA WESLEY ENHANCED LIVING PENNYPACK PARK 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 230563550 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 1 WESLEY ENHANCED LIVING BURHOLME DBA THE NORTH AMERICAN BAPTIST HOME FOR THE 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 231401533 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 1 EVANGELICAL SERVICES FOR THE AGING FOUNDATION DBA WEL FOUNDATION 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 231971878 FUNDRAISING ARM OF EVANGELICAL SERVICES FOR THE AGING PA 501(C)(3) LINE 12A, I EVANGELICAL SERVICES FOR THE AGING 1 MARTINS RUN DBA WESLEY ENHANCED LIVING MAIN LINE 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 232090256 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 1 STAPELEY HALL DBA WESLEY ENHANCED LIVING AT STAPELEY 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 232145152 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 1 NEW HERITAGE TOWERS DBA WESLEY ENHANCED LIVING DOYLESTOWN 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 232366563 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 1 MAPLE VILLAGE DBA WESLEY ENHANCING LIVING UPPER MORELAND 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 232810902 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 1 MARTINS RUN HOME PARTNERS 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 272268177 OPERATE A HOME CARE AGENCY PA 501(C)(3) LINE 10 MARTINS RUN 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 1 0 1 1 1 MAPLE VILLAGE D 3643945 COST NEW HERITAGE TOWERS D 24281490 COST EVANGELICAL MANOR E 12610678 COST STAPELEY HALL E 5834078 COST MARTIN'S RUN E 3173035 COST NEW HERITAGE TOWERS L 2562044 COST MAPLE VILLAGE L 1025004 COST EVANGELICAL MANOR L 449604 COST STAPELEY HALL L 689604 COST MARTIN'S RUN L 2244996 COST