2022-11-04T14:55:26-05:00 2021-12-31 381357951 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2021-01-01 310908420 JEWISH COMMUNITY SENIOR CITIZENS HOUSING CORP JEWI 6145590332 1151 COLLEGE AVENUE COLUMBUS OH 43209 TANYA K HAHN CFO 6145590332 2022-10-31 1 TANYA HAHN 999009999 AMY CIMINELLO P00796388 6148493000 2022-10-31 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z CHRIS CHRISTIAN 1151 COLLEGE AVENUE COLUMBUS OH 43209 1263773 0 X WWW.WHV.ORG X 1975 OH HERITAGE TOWER IS A 100 UNIT HUD SUBSIDIZED HOUSING APARTMENT BUILDING. 15 15 4 15 0 0 0 150000 1296542 1103829 555 1411 7562 8533 1304659 1263773 0 0 0 0 210658 214063 0 0 0 1091187 1225889 1301845 1439952 2814 -176179 2495381 2809405 3204724 3694927 -709343 -885522 HERITAGE TOWER IS A 100 UNIT HUD SUBSIDIZED HOUSING APARTMENT BUILDING FOR LOW INCOME SENIORS. 0 0 1394912 1103829 HERITAGE TOWER IS A HUD SUBSIDIZED LOW INCOME HOUSING APARTMENT BUILDING. HERITAGE TOWER HAS 100 APARTMENTS FOR SENIORS. 1394912 1 1 0 0 0 0 0 0 0 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 0 0 0 1 0 0 4 1 0 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 AVE COLUMBUS OH 43209 CHRISTOPHER C CHRISTIAN PRESIDENT & COO 1.00 44.00 X 0 177937 21317 COREY A GOLDSAND CHIEF HR & COMPLIANCE OFFICER 1.00 44.00 X 0 129345 0 GARY F ROSENSTEIN CEO 1.00 44.00 X 0 108681 0 JEFFREY M VALLORIC INTERIM CFO 1.00 44.00 X 0 99468 7145 JOSH BOKOR TREASURER 0.25 1.50 X X 0 0 0 IRA KANE CHAIR 0.25 1.50 X X 0 0 0 KEITH SCHUSS SECRETARY 0.25 1.50 X X 0 0 0 DAVE ANDERSON 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 MARK YALE 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 K SCHUDA MD DIRECTOR 0.25 1.50 X 0 0 0 GERRY STEIMAN M D DIRECTOR 0.25 1.50 X 0 0 0 FRED SUMMER DIRECTOR 0.25 1.50 X 0 0 0 0 515431 28462 0 0 1 0 OTIS ELEVATOR COMPANY 777 DEARBORD PARK LN SUITE L COLUMBUS OH 43085 ELEVATOR SERVICES 140223 1 150000 150000 RENT - SENIOR HOUSING 531110 1103829 1103829 1103829 1411 1411 LAUNDROMAT 812300 8533 8533 8533 1263773 1103829 0 9944 X 171235 171235 1912 1912 33555 33555 7361 7361 148032 148032 10425 10425 45040 45040 244582 244582 373 373 26963 26963 164134 164134 134849 134849 222805 222805 60523 60523 REAL ESTATE TAXES 86145 86145 OPERATING SUPPLIES 75499 75499 DUES, LICENSES, & CERTI 6519 6519 1439952 1394912 45040 0 3570 294993 19585 19585 157157 0 46008 26299 7189752 5500400 1648296 1689352 620765 779176 2495381 2809405 288862 216726 2058498 2019542 857364 1458659 3204724 3694927 X 0 0 0 0 -709343 -885522 -709343 -885522 2495381 2809405 -176179 0 X X 0 1 X 1 1 1 X 49850 49850 0 0 150000 249700 1237976 1236330 1278224 1296542 1103829 6152901 1287826 1286180 1278224 1296542 1253829 6402601 0 0 0 6402601 335 691 1261 555 1411 4253 335 691 1261 555 1411 4253 7674 5879 6897 7562 8533 36545 1295835 1292750 1286382 1304659 1263773 6443399 0.99370 0.99400 0.00070 0.00050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 155810 155810 4792576 3653324 1139252 1731880 1400161 331719 509486 446915 62571 1689352 DUE FROM RELATED PARTY 63260 REPLACEMENT RESERVES 227661 ESCROW ACCOUNTS 127492 SECURITY DEPOSITS 27185 RESIDUAL RECEIPTS 60290 DEBT SERVICE RESERVE 273288 779176 DUE TO RELATED PARTY 1429740 SECURTY DEPOSITS 28919 1458659 0 0 0 0 0 0 0 0 0 CHRISTOPHER C CHRISTIAN PRESIDENT & COO 0 177937 0 0 0 0 0 2780 0 18537 0 199254 0 0 PART I, LINE 3 THE HR COMMITTEE OF THE WEXNER HERITAGE VILLAGE BOARD OF DIRECTORS UTILIZED LOCAL MARKET KNOWLEDGE, ANNUAL PERFORMANCE EVALUATIONS AND BENCHMARK DATA 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 2021. 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 BOARD OF DIRECTORS 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, ANNUAL PERFORMANCE EVALUATIONS AND BENCHMARK DATA 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 2021. 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 CONTRACT LABOR: PROGRAM SERVICE EXPENSES 244,582. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 244,582. 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 RESIDENCE ON THE WEXNER CAMPUS OH 501(C)(3) LINE 12A, I 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 WEXNER HERITAGE VILLAGE 1151 COLLEGE AVENUE COLUMBUS OH 43209 314417962 SKILLED NURSING CARE OH 501(C)(3) LINE 10 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0