2023-11-01T12:01:31-05:00 2022-12-31 381357951 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2022-01-01 314417962 WEXNER HERITAGE VILLAGE WEXN 6142314900 1151 COLLEGE AVENUE COLUMBUS OH 432092897 TANYA K HAHN CFO 6142314900 2023-10-30 1 TANYA HAHN 999009999 1 AMY CIMINELLO P00796388 6148493000 2023-10-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z COREY GOLDSAND 1151 COLLEGE AVENUE COLUMBUS OH 432092897 11754318 0 X WWW.WHV.ORG X 1969 OH TO PROVIDE SKILLED NURSING CARE AND RELATED SERVICES TO THE ELDERLY 15 15 0 15 13688 12688 570714 1461144 8869294 9683492 132244 39221 706430 570461 10278682 11754318 0 0 0 0 5556338 5961996 0 0 0 6337384 6910884 11893722 12872880 -1615040 -1118562 9203542 15570523 6620418 14260272 2583124 1310251 TO PROVIDE RESIDENTIAL CARE AND RELATED SERVICES TO THE ELDERLY 0 0 11631784 0 10129499 PROVIDES SKILLED NURSING CARE AND RELATED SERVICES TO THE ELDERLY (99 BED NURSING FACILITY) 11631784 1 1 0 0 0 0 0 0 0 1 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 0 0 0 1 10 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X TANYA K HAHN 6145590332 1151 COLLEGE AVENUE COLUMBUS OH 432092897 KEITH SCHUSS SECRETARY 0.25 1.50 X X 0 0 0 IRA KANE CHAIRMAN 0.25 1.50 X 0 0 0 MARK YALE FINANCE CHAIR/PAST BOARD CHAIR 0.25 1.50 X 0 0 0 DAVE ANDERSON DIRECTOR 0.25 1.50 X 0 0 0 JOSH BOKOR DIRECTOR 0.25 1.50 X 0 0 0 ARNOLD GOOD MD DIRECTOR 0.25 1.50 X 0 0 0 AMY KLABEN DIRECTOR 0.25 1.50 X 0 0 0 MARK UNGAR DIRECTOR 0.25 1.50 X 0 0 0 KAREN BOKOR DIRECTOR 0.25 1.50 X 0 0 0 ROSS FRIEDMAN DIRECTOR 0.25 1.50 X 0 0 0 CHERYL HOOKER DIRECTOR 0.25 1.50 X 0 0 0 SAM MARCELLINO DIRECTOR 0.25 1.50 X 0 0 0 MARIAN SCHUDA MD DIRECTOR 0.25 1.50 X 0 0 0 GERRY STEINMAN MD DIRECTOR 0.25 1.50 X 0 0 0 FRED SUMMER DIRECTOR 0.25 1.50 X 0 0 0 GARY F ROSENSTEIN CEO 1.00 44.00 X 0 293731 20953 CHRISTOPHER C CHRISTIAN PRESIDENT & COO 1.00 44.00 X 0 178985 24044 TANYA HAHN CHIEF FINANCIAL OFFICER 1.00 44.00 X 0 156118 7252 COREY A GOLDSAND CHIEF HR AND COMPLIANCE OFFICER 1.00 44.00 X 0 125529 0 0 754363 52249 0 0 1 0 HEALTHCARE SERVICES GROUP INC 3220 TILLMAN DR SUITE 300 BENSALEM PA 19020 DINING & HOUSEKEEPING SERVICES 1480559 ABSOLUTE REHABILITATION & CONSULTING SER 250 DELAWARE AVE MASFIELD OH 44904 THERAPY SERVICES 1000636 PLANTE & MORAN PLLC 250 S HIGH ST 100 COLUMBUS OH 43215 ACCOUNTING SERVICES 137100 DEBRA-KUEMPEL 1762 DIVIDEND DR COLUMBUS OH 43228 MAINTENANCE SERVICES 105631 4 16375 350405 1094364 1461144 RESIDENT REVENUE 623000 9683492 9683492 9683492 36221 36221 446007 0 446007 446007 446007 3000 0 3000 3000 3000 MAINTENANCE ALLOCATION 990000 70308 70308 RESIDENT FUNDS 990000 24620 24620 CELL TOWER 990000 13688 13688 15838 15838 124454 11754318 10129499 13688 149987 X 4755842 4362558 393284 19104 13810 5294 721390 711480 9910 465660 329759 135901 36722 36722 83872 83872 3097754 2774840 322914 1743 1743 136616 129739 6877 527617 527617 3724 3724 7656 4904 2752 99130 99130 509200 509200 148557 148557 SUPPLIES 897908 872038 25870 BAD DEBT EXPENSE 648007 648007 ASSESSMENT FEES 485093 485093 RECRUITMENT 97534 97534 129751 11328 118423 12872880 11631784 1241096 0 473483 417338 1389771 1656700 254666 169085 26392794 23599293 2914943 2793501 1068665 1016023 3102014 9517876 9203542 15570523 1095469 1115670 5524949 13144602 6620418 14260272 X 2091928 817854 491196 492397 2583124 1310251 9203542 15570523 -1118562 -154311 0 X X 0 1 X 1 0 X 3508626 576858 1746396 570714 1461144 7863738 10995581 10544811 9448146 8869294 9683492 49541324 14504207 11121669 11194542 9440008 11144636 57405062 0 0 0 57405062 462502 460867 464492 574237 482228 2444326 462502 460867 464492 574237 482228 2444326 498044 167274 264437 124454 1054209 14966709 12080580 11826308 10278682 11751318 60903597 0.94260 0.94430 0.04010 0.03730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1148303 926 -108967 17550 7961 1014751 1032430 912 136223 13050 8212 1148303 882426 57635 98799 6430 1032430 768039 139342 18750 6205 882426 791350 -14648 2500 6163 768039 0.00000 1.00000 0.00000 1 0 20142514 18259643 1882871 6250280 5339650 910630 2793501 DEPOSITS 65442 DUE FROM RELATED PARTY 9452434 9517876 LINE OF CREDIT 2604222 DUE TO RELATED PARTY 10540380 13144602 PART V, LINE 4: FUNDS ARE USED TO SUPPORT PATIENTS AND ACTIVITIES IN OUR NURSING HOME, AS PRESCRIBED BY DONOR RESTRICTIONS. ALL FUNDS ARE MANAGED AND CONTROLLED BY THE COLUMBUS JEWISH FOUNDATION AND EACH RESPECTIVE DONOR. 0 0 0 0 0 0 0 0 0 GARY F ROSENSTEIN CEO 0 293731 0 0 0 0 0 692 0 20261 0 314684 0 0 CHRISTOPHER C CHRISTIAN PRESIDENT & COO 0 178985 0 0 0 0 0 2801 0 21243 0 203029 0 0 TANYA HAHN CHIEF FINANCIAL OFFICER 0 156118 0 0 0 0 0 0 0 7252 0 163370 0 0 PART I, LINE 3 THE HR COMMITTEE OF THE WEXNER HERITAGE VILLAGE BOARD OF DIRECTORS UTILIZED LOCAL MARKET KNOWLEDGE AND ANNUAL PERFORMANCE EVALUATIONS TO ESTABLISH COMPENSATION FOR EXECUTIVES. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE CEO, CFO & PRESIDENT UNDER GUIDELINES ESTABLISHED BY THE BOARD OF DIRECTORS AS PART OF THE BUDGET PROCESS. THE PROCESS IS COMPLETED ANNUALLY AND WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION A, LINE 2 JOSH BOKOR AND KAREN BOKOR HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY THE CFO PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. THE FORM 990 IS SENT TO THE FULL BOARD PRIOR TO FILING AND WILL BE REVIEWED IN SESSION BY THE FINANCE COMMITTEE AT THEIR NEXT MEETING. FORM 990, PART VI, SECTION B, LINE 12C TRANSACTIONS WITH INTERESTED PERSONS. A CONTRACT, ACTION, OR OTHER TRANSACTION MAY BE VOID OR VOIDABLE BECAUSE IT IS BETWEEN THE CORPORATION AND ONE OR MORE OF THE DIRECTORS OR OFFICERS OF THE CORPORATION ("OFFICERS"), OR BETWEEN THE CORPORATION AND ANY OTHER PERSON IN WHICH ONE OR MORE OF THE CORPORATION'S DIRECTORS OR OFFICERS ARE DIRECTORS OR OFFICERS OR HAVE A FINANCIAL OR PERSONAL INTEREST, OR BECAUSE ONE OR MORE INTERESTED DIRECTORS OR OFFICERS PARTICIPATE IN OR VOTE AT THE MEETING OF THE DIRECTORS OR OF A COMMITTEE OF THE DIRECTORS THAT AUTHORIZES THE CONTRACT, ACTION, OR TRANSACTION, IF ONE OF THE CIRCUMSTANCES ENUMERATED IN OHIO REVISED CODE SECTION 1702.301 DOES NOT APPLY. COMMON OR INTERESTED DIRECTORS OR OFFICERS MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT A MEETING OF THE DIRECTORS OR OF A COMMITTEE OF THE DIRECTORS THAT AUTHORIZES THE CONTRACT, ACTION, OR TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE HR COMMITTEE OF THE WEXNER HERITAGE VILLAGE BOARD OF DIRECTORS UTILIZED LOCAL MARKET KNOWLEDGE AND ANNUAL PERFORMANCE EVALUATIONS TO ESTABLISH COMPENSATION FOR EXECUTIVES. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE CEO, CFO & PRESIDENT UNDER GUIDELINES ESTABLISHED BY THE BOARD OF DIRECTORS AS PART OF THE BUDGET PROCESS. THE PROCESS IS COMPLETED ANNUALLY AND WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G LAB & RADIOLOGY SERVICES: PROGRAM SERVICE EXPENSES 64,146. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,146. CLINICAL THERAPY SERVICES: PROGRAM SERVICE EXPENSES 956,405. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 956,405. CONTRACTED DINING SERVICES: PROGRAM SERVICE EXPENSES 902,740. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 902,740. ALL OTHER CLINICAL PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 851,549. MANAGEMENT AND GENERAL EXPENSES 322,914. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,174,463. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED. CREEKSIDE AT THE VILLAGE 2200 WELCOME PLACE COLUMBUS OH 43209 300165308 INDEPENDENT & ASSISTED LIVING FOR SENIORS OH 501(C)(3) LINE 10 WEXNER HERITAGE VILLAGE 1 VILLAGE SHALOM APARTMENTS INC 2117 ASTOR AVE BEXLEY OH 43209 300159783 AFFORDABLE SENIOR HOUSING OH 501(C)(3) LINE 10 WEXNER HERITAGE VILLAGE 1 WHV FOUNDATION 1151 COLLEGE AVENUE COLUMBUS OH 43209 311804511 SUPPORT RESIDENTS ON WEXNER CAMPUS OH 501(C)(3) LINE 12A, I WEXNER HERITAGE VILLAGE 1 JEWISH COMMUNITY SENIOR CITIZEN HOUSING CORP 1151 COLLEGE AVENUE COLUMBUS OH 43209 310908420 AFFORDABLE SENIOR HOUSING OH 501(C)(3) LINE 10 WEXNER HERITAGE VILLAGE 1 BEXLEY SENIOR CITIZEN HOUSING CORP 2115 ASTOR AVE COLUMBUS OH 43209 311356116 AFFORDABLE SENIOR HOUSING OH 501(C)(3) LINE 10 WEXNER HERITAGE VILLAGE 1 WEXCO SENIOR SERVICES 1151 COLLEGE AVENUE COLUMBUS OH 43209 311804673 HOSPICE AGENCY OH 501(C)(3) LINE 10 WEXNER HERITAGE VILLAGE 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0