2022-11-15T16:58:31-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2021-01-01 203970256 WESLEY COMMUNITY SERVICES INC WESL 5152716789 5508 NORTHWEST 88TH STREET JOHNSTON IA 50131 CRAIG FLANAGAN CFO 5152716789 2022-11-15 1 CRAIG FLANAGAN 999009999 CORY RUTLEDGE P01329381 6123764500 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ROB KRETZINGER 5508 NORTHWEST 88TH STREET JOHNSTON IA 50131 21498766 0 X WWW.WESLEYSERVICES.ORG X 2005 IA TO PROVIDE OLDER ADULTS IN-HOME SUPPORTIVE HEALTH AND WELLNESS ASSISTANCE, REGARDLESS OF THEIR MEANS 10 10 0 216 0 0 1012700 2151651 16480173 17224549 173345 1141082 21615 56708 17687833 20573990 621 649 0 0 12899373 12653368 0 0 0 5866929 4342891 18766923 16996908 -1079090 3577082 9868285 11288058 4176458 2566976 5691827 8721082 X WESLEY COMMUNITY SERVICES, INC. IS FOCUSED ON PROVIDING SERVICES TO OLDER ADULTS AND THOSE OF LOW INCOME. IT WAS ESTABLISHED IN 2005 AS A FAITH-BASED NON-PROFIT ORGANIZATION DEDICATED TO PROVIDING SERVICES TO PEOPLE OF ALL FAITHS IN A CHRISTIAN CARING WAY, SUPPORTING INDEPENDENCE AND AN ACTIVE LIFESTYLE. THE MISSION OF WESLEY COMMUNITY SERVICES, INC. IS TO PROVIDE IN-HOME SUPPORTIVE ASSISTANCE, MEALS AND COMPANIONSHIP FOR OLDER ADULTS REGARDLESS OF THEIR FINANCIAL MEANS. WESLEYLIFE SUPPORTS THE INDEPENDENCE, HEALTH, AND WELL-BEING OF OLDER ADULTS WHEREVER THEY CALL HOME. 0 0 16545331 649 17224549 WESLEYLIFE BELIEVES EVERYONE SHOULD HAVE THE OPPORTUNITY TO LIVE A LIFE OF CONTINUED GROWTH, EXPERIENCE, ENGAGEMENT, AND MEANING, REGARDLESS OF PHYSICAL, SOCIAL, OR ECONOMIC CIRCUMSTANCES. WITH THAT IN MIND, WCS WAS ESTABLISHED IN 2005 TO SERVE INDIVIDUALS THROUGH HOME HEALTH SERVICES; NON-MEDICAL HOME SERVICES SUCH AS COOKING, CLEANING, SHOPPING, AND ACCOMPANIMENT TO APPOINTMENTS; HOSPICE CARE; NUTRITIONAL ASSISTANCE VIA WESLEYLIFE MEALS ON WHEELS; AND TRANSPORTATION VIA WESLEY WHEELS (THIS SERVICE CLOSED IN 2021). WE ALSO OFFER ADULT DAY SERVICES IN DES MOINES AND NEWTON. CLIENTS PAY FOR WESLEYLIFE AT HOME SERVICES PRIVATELY, OR THROUGH MEDICARE OR MEDICAID. GRANTS AND OTHER FUNDING SOURCES ARE OFTEN AVAILABLE FOR THOSE WISHING TO PARTICIPATE IN OUR ADULT DAY PROGRAMS. WESLEYLIFE IS THE SOLE MEMBER OF WCS AND OF AN AFFILIATE COMPANY, WESLEY RETIREMENT SERVICES, INC. (WRS), WHICH PROVIDES HOUSING, SERVICES, AND CARE TO ADULTS 55 AND OLDER. AS TRENDS IN SENIOR LIVING CONTINUE TO CHANGE, WE HAVE RESPONDED AS A HEALTH AND WELL-BEING ORGANIZATION WITH AN ARRAY OF SERVICES DESIGNED TO ENHANCE A SENSE OF PURPOSE AND MEANING IN THE LIVES OF THOSE WE SERVE. WITH OUR ROBUST NETWORK OF SERVICES AND A COMPREHENSIVE ARRAY OF WELL-BEING PROGRAMS, OUR GOAL IS ALWAYS TO EXCEED OUR RESIDENTS', CLIENTS', PARTICIPANTS', AND TEAM MEMBERS' EXPECTATIONS.ORGANIZATIONALLY, WE BELIEVE OUR SOCIAL RESPONSIBILITY EXTENDS TO THE CITIES AND GREATER COMMUNITIES IN WHICH OUR CAMPUSES ARE LOCATED. WE ARE GUIDED BY OUR CORE VALUES TO PROVIDE QUALITY SERVICES, DEMONSTRATE INTEGRITY, MAINTAIN DIGNITY, FOSTER COMMUNITY, AND DELIVER RESPONSIBLE STEWARDSHIP, AND WE SERVE WITH COMMITMENT TO QUALITY, EXCELLENCE, HOSPITALITY AND INNOVATION IN ALL WE DO. IT IS OUR RESPONSIBILITY TO BE TRUSTED STEWARDS OF OUR RESIDENTS AND CLIENTS' RESOURCES, EMPLOYING THOSE RESOURCES IN WAYS THAT WILL BETTER THE LIVES OF THOSE WHO PLACE THEIR TRUST IN US. AS A NOT-FOR-PROFIT ORGANIZATION, WE UNDERSTAND OUR OBLIGATION IS TO OPERATE WITH TOTAL TRANSPARENCY, HONESTY, AND INTEGRITY IN PROVIDING THE HIGHEST-QUALITY SERVICES. BELOW REFLECTS SOME OF OUR COMMUNITY BENEFITS FROM 2021: IN 2021, 198 VOLUNTEERS CONTRIBUTED 8,023 HOURS TO THE MEALS ON WHEELS PROGRAM THROUGH DELIVERY, COMPANION CALLING AND ADMINISTRATIVE TASKS. WITH THIS SUPPORT, WE SERVED MORE THAN 240,000 MEALS TO MORE THAN 1,000 MEALS ON WHEELS CLIENTS. OF THIS TOTAL, 202 PEOPLE WERE SERVED OVER 39,077 MEALS THROUGH MEDICAID ELDERLY WAIVER. IN ADDITION TO THE MEDICAID ELDERLY WAIVER MEALS, WE COLLABORATED WITH OUR LOCAL POLK COUNTY ADULT SERVICES AND MENTAL HEALTH SERVICES ORGANIZATIONS TO PROVIDE 38,955 MEALS TO 180 OF OUR MOST VULNERABLE COUNTY RESIDENTS LIVING IN FOOD INSECURITY (POLK COUNTY INCOME GUIDELINES ARE STRICTER THAN MEDICAID). 82.9% OF MEALS ON WHEELS CLIENTS (1,552 OUT OF 1,873) RECEIVED FINANCIAL ASSISTANCE FOR THEIR MEALS. NO ONE IS TURNED AWAY FROM THIS PROGRAM BECAUSE OF THEIR INABILITY TO PAY, ALTHOUGH WAITING LISTS MUST OCCASIONALLY BE IMPLEMENTED WHEN FUNDING IS NOT AVAILABLE. THE PROGRAM COLLABORATES WITH AND MAKES REFERRALS TO PARTNER AGENCIES TO IDENTIFY FUNDING WHEREVER POSSIBLE.OUR HOME AND COMMUNITY-BASED SERVICES ARE DESIGNED TO IMPROVE THE QUALITY OF LIFE OF PEOPLE WHO DEPEND ON US TO MEET SOME OF THEIR MOST BASIC HUMAN NEEDS, AND TO ENABLE THOSE WHO WISH TO STAY IN THEIR HOMES AS THEY AGE TO DO JUST THAT. THESE PROGRAMS ENABLE MANY TO STAY IN THEIR OWN HOMES FOR MANY YEARS, DELAYING OR ELIMINATING THE NEED FOR INSTITUTIONALIZATION. THE MOST COMMON SERVICES INCLUDED: VOLUNTEERS CALL OLDER ADULTS AND DISABLED CLIENTS REGULARLY TO ENCOURAGE SOCIALIZATION AND COMPANIONSHIP. CLIENTS AND PARTICIPANTS OF WESLEY COMMUNITY SERVICES RECEIVED $370,205 OF CHARITABLE CARE AS SUPPORTED THROUGH SCHOLARSHIPS TO HELP SUPPORT THEIR INDEPENDENCE, HEALTH AND WELL-BEING AT HOME. THE WCS HOSPICE PROGRAM HAD A VOLUNTEER BASE OF 18 TRAINED VOLUNTEERS WHO CONTRIBUTED MORE THAN 500 HOURS OF ASSISTANCE TO HOSPICE CLIENTS AND THEIR FAMILIES. 16545331 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X CRAIG FLANAGAN CFO 5152716789 5508 NORTHWEST 88TH STREET JOHNSTON IA 50131 X CHAD RASMUSSEN CHAIR 1.00 4.00 X X 0 0 0 SUSAN OSWEILER SECRETARY/TREASURER 1.00 4.00 X X 0 0 0 KEVIN LAGREE PAST CHAIR 1.00 4.00 X X 0 0 0 KIP ALBERTSON BOARD MEMBER 1.00 4.00 X 0 0 0 ABBEY GILROY BOARD MEMBER 1.00 4.00 X 0 0 0 NICK HENDERSON BOARD MEMBER 1.00 4.00 X 0 0 0 JODY LORENCE BOARD MEMBER 1.00 4.00 X 0 0 0 BOB RUCH BOARD MEMBER 1.00 4.00 X 0 0 0 DAVID STOUT BOARD MEMBER 1.00 4.00 X 0 0 0 DR CHRISTINA TAYLOR BOARD MEMBER 1.00 4.00 X 0 0 0 ROB KRETZINGER PRESIDENT & CEO 14.00 26.00 X 280130 520238 59415 CRAIG FLANAGAN CFO 14.00 26.00 X 103331 191900 31287 JOY WHITE WESLEY AT HOME EXECUTIVE DIRECTOR 40.00 0.00 X 122606 0 17965 506067 712138 108667 3 0 1 0 SELECT REHABILITATION INC 2600 COMPASS RD GLENVIEW IL 60026 MEDICAL SERVICES 1210039 QUALIS MANAGEMENT PO BOX 844740 BOXTON MA 02284 THERAPY SERVICES 130311 2 65479 2086172 8609 2151651 HEALTH CARE SERVICES 623000 16776620 16776620 TRANSPORTATION REVENUE 623990 447929 447929 17224549 181492 181492 1884366 924776 959590 959590 959590 OTHER INCOME 900099 56708 56708 56708 20573990 17224549 0 1197790 649 649 415388 311541 103847 10386795 10386795 131668 131668 1124912 885678 239234 594605 594599 6 2669 2669 7740 7740 232297 232297 71090 35847 35243 370630 370523 107 401923 397122 4801 851031 851319 -288 631068 631035 33 19396 19396 3700 3700 204256 204256 140146 140146 FOOD 1029030 1029030 MEDICAL SUPPLIES 295592 295592 MISCELLANEOUS EXPENSES 81393 20539 60854 DUES 930 930 16996908 16545331 451577 0 719914 512997 140663 222950 3760071 3706720 56261 63500 4254782 2217434 1022812 2037348 4168564 4744543 9868285 11288058 4115236 2510063 61222 56913 4176458 2566976 X 1503395 3017506 4188432 5703576 5691827 8721082 9868285 11288058 3577082 -547827 0 X 0 1 X 1 1 1 X 52312 556742 501289 1012700 2151651 4274694 13595557 15904147 18073391 16480173 17224549 81277817 13647869 16460889 18574680 17492873 19376200 85552511 1665 2450 3050 3100 8723 18988 0 1665 2450 3050 3100 8723 18988 85533523 132648 135317 172953 159797 181492 782207 132648 135317 172953 159797 181492 782207 40084 66633 37827 21615 56708 222867 13820601 16662839 18785460 17674285 19614400 86557585 0.98820 0.98870 0.00900 0.00900 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE FUNDRAISING EVENT REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 840959 1969275 43596 2853830 328954 451729 60276 840959 322926 6028 328954 341173 -18247 322926 336352 4821 341173 0.00000 1.00000 0.00000 0 0 1199689 1199689 1583314 1002926 580388 70926 70926 0 1269762 1143582 126180 131091 131091 2037348 X PART V, LINE 4: EARNINGS FROM WILLOWBROOK PENQUITE ENDOWMENT ARE USED TO ASSIST CLIENTS AT WILLOWBROOK. EARNINGS FROM THE JAMES MORRISON COLLIER WESLEY AT HOME ENDOWMENT ARE USED TO ASSIST WESLEY AT HOME CUSTOMERS. PART X, LINE 2: THE CORPORATION IS GENERALLY EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE SECTIONS OF THE STATE STATUTES. CONSEQUENTLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. HOWEVER, THERE ARE IMMATERIAL AMOUNTS OF UNRELATED BUSINESS INCOME IN CERTAIN AFFILIATES THAT ARE TAXABLE. THE CORPORATION ACCOUNTS FOR ITS UNCERTAINTY IN INCOME TAX UNDER ACCOUNTING STANDARDS CODIFICATION 740, INCOME TAXES WESLEYLIFE, WRS, AND WCS FILE INFORMATION RETURNS AS TAX-EXEMPT ORGANIZATIONS. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE INTERNAL REVENUE SERVICE. NORTH AMERICA 0 0 FUNDRAISING 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 ROB KRETZINGER PRESIDENT & CEO 202088 375305 69734 129505 8308 15428 7945 14755 12850 23865 300925 558858 0 0 CRAIG FLANAGAN CFO 99750 185251 1750 3250 1831 3399 3267 6067 7684 14269 114282 212236 0 0 PART I, LINE 1A ROB KRETZINGER, PRESIDENT & CEO, RECEIVED $3,125 FOR SOCIAL CLUB DUES; THIS BENEFIT WAS INCLUDED IN HIS TAXABLE W-2 COMPENSATION. PART I, LINE 3 WESLEYLIFE DETERMINES THE CEO'S COMPENSATION. WESLEYLIFE, WCS AND WRS HAVE THE SAME BOARD MEMBERS. SEE SCHEDULE O FOR THE NARRATIVE RELATED TO FORM 990, PART VI, LINE 15 FOR FURTHER INFORMATION. PART I, LINE 4B THE FOLLOWING INDIVIDUAL MADE CONTRIBUTIONS TO THEIR 457(F) DEFERRED COMPENSATION PLAN IN 2021: CRAIG FLANAGAN - $7,000 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIR OF THE BOARD, THE PRESIDENT/CEO, AND AT LEAST THREE DIRECTORS SELECTED BY VOTE OF THE BOARD OF DIRECTORS. EXCEPT FOR THE PRESIDENT/CEO ALL MEMBERS OF THE EXECUTIVE COMMITTEE MUST BE MEMBERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE HAS ALL THE AUTHORITY OF THE BOARD (EXCEPT AS NOTED BELOW) BUT LIMITS ITSELF TO MATTERS THAT REQUIRE IMMEDIATE ACTION AND CANNOT WAIT UNTIL THE NEXT SCHEDULED BOARD MEETING. THE EXECUTIVE COMMITTEE SHALL HAVE NO AUTHORITY TO AMEND THE ARTICLES OF INCORPORATION, THE BYLAWS, OR ADOPT A PLAN OF MERGER OR CONSOLIDATION. THE EXECUTIVE COMMITTEE SHALL REPORT ON ITS ACTIONS AT THE NEXT MEETING OF THE BOARD OF DIRECTORS AND SUCH ACTIONS SHALL BE SUBJECT TO REVISION AND ALTERATION OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 3 WESLEY COMMUNITY SERVICES, INC. PAYS WESLEYLIFE, A RELATED ORGANIZATION, FEES TO PERFORM MANAGEMENT SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 WESLEYLIFE, AN EXEMPT 501(C)(3) SUPPORTING ORGANIZATION, IS THE SOLE CORPORATE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A WESLEYLIFE ELECTS THE BOARD MEMBERS OF WCS. IF THERE ARE ANY VACANCIES IN THE BOARD OF DIRECTORS, THEY ARE FILLED BY WESLEYLIFE. FORM 990, PART VI, SECTION A, LINE 7B APPROVAL OF THE FOLLOWING MATTERS ARE RESERVED EXCLUSIVELY TO THE MEMBER: 1. APPROVAL OF CHANGES TO THE ARTICLES OF INCORPORATION OR BYLAWS; 2. APPOINTMENT OF, OR REMOVAL OF, WITH OR WITHOUT CAUSE, THE MEMBERS OF THE BOARD OF DIRECTORS; ABILITY TO FIX THE NUMBER OF BOARD OF DIRECTORS; 3. APPROVAL OF THE INCURRENCE OF DEBT; 4. THE SALE, TRANSFER, OR SUBSTANTIAL CHANGE IN USE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS, DIVESTITURES, DISSOLUTIONS, CLOSURES, MERGERS, CONSOLIDATIONS, OR CHANGES IN CORPORATE MEMBERSHIP; 5. APPROVAL OF THE TRANSFER OR ENCUMBRANCE OF THE ASSETS; AND 6. APPROVAL OF THE ANNUAL OPERATING BUDGET AND CAPITAL PLAN. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE CEO, CFO AND CONTROLLER REVIEWED THE DOCUMENT INTERNALLY. THE FORM 990 WAS THEN REVIEWED BY THE BOARD'S FINANCE COMMITTEE AND MADE AVAILABLE TO ALL VOTING BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CORPORATION COMMUNICATES THE CONFLICT OF INTEREST POLICY ANNUALLY TO BOARD MEMBERS AND REQUIRES BOARD MEMBERS TO COMPLETE AN ANNUAL STATEMENT DESCRIBING ACTUAL OR PERCEIVED CONFLICTS OF INTEREST. IF ANY CONFLICTS ARISE, THE BOARD MUST FOLLOW THE PROCEDURES SPECIFIED IN THE POLICY TO RESOLVE THE MATTER. WITH RESPECT TO THE BOARD MEMBERS, A PERSON WHO HAS A CONFLICT OF INTEREST IS DEEMED AN INTERESTED DIRECTOR. THE INTEREST DIRECTOR SHALL NOT PARTICIPATE IN THE VOTE REGARDING HIS/HER POTENTIAL CONFLICT AND, DEPENDING UPON THE CIRCUMSTANCES, MAY NOT BE PERMITTED TO PARTICIPATE IN THE DISCUSSION REGARDING THE ISSUE. NO INTERESTED DIRECTOR SHALL BE PERMITTED TO VOTE IN MATTERS IN WHICH HE/SHE HAS A CONFLICT OF INTEREST. WITH RESPECT TO EMPLOYEES, THE PRESIDENT, IN CONSULTATION WITH OTHER UNBIASED MANAGERS, SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. AFTER EXERCISING DUE DILIGENCE, INCLUDING INVESTIGATING ALTERNATIVES TO A TRANSACTION OR ARRANGEMENT THAT GIVES RISE TO A CONFLICT OF INTEREST, THE PRESIDENT SHALL DETERMINE WHETHER THE CORPORATION IS ABLE TO OBTAIN WITH REASONABLE EFFORTS, A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM ANOTHER INDIVIDUAL OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT AVAILABLE, THE ARRANGEMENT OR TRANSACTION MAY GO FORWARD IF THE PRESIDENT DETERMINES THAT THE TRANSACTION IS FAIR AND IN THE BEST INTEREST OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS EMPOWERED BY THE BOARD OF DIRECTORS, ACCORDING TO ARTICLE VII OF THE ORGANIZATION'S BY-LAWS, TO DETERMINE PERFORMANCE GOALS AND MONITOR AND EVALUATE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER. THE EXECUTIVE COMMITTEE INCLUDES IN ITS EVALUATION, FEEDBACK FROM OTHER BOARD MEMBERS AND OTHERS NOT ASSOCIATED WITH THE COMMITTEE OR THE BOARD. THE COMMITTEE MONITORS PERFORMANCE OF THE ORGANIZATION AND CEO THROUGHOUT THE YEAR AND PROVIDES ONGOING ASSESSMENTS TO THE CEO USING AN EVALUATION AND RATING TOOL. THE COMMITTEE UTILIZES AN ANNUAL INDEPENDENT COMPENSATION SURVEY TO ASSIST IN DETERMINING COMPENSATION. MULTI-SITE ORGANIZATIONS AND LEADINGAGE, FORMERLY KNOWN AS "THE AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING", PROVIDE AN ANNUAL SURVEY OF COMPENSATION FOR CEOS AND OTHER OFFICERS. (WCS HAS SEARCHED FOR OTHER SURVEYS TO SUPPLEMENT THIS ONE BUT NO OTHER SURVEY PROVIDES THE SAME DEGREE OF COMPARABILITY.) THE SURVEY INCLUDES ONLY SENIOR LIVING ORGANIZATIONS AND IS SORTED BY GEOGRAPHIC REGIONS, REVENUE VOLUME, FULL-TIME EQUIVALENT EMPLOYEES, AND ASSET SIZE. IN 2015, THE EXECUTIVE COMMITTEE OF THE BOARD ENGAGED AN INDEPENDENT, THIRD PARTY TO TAKE A DEEPER ANALYSIS INTO THE COMPENSATION DESIGN AS COMPARED TO SIMILAR ORGANIZATIONS. THE INTENT WAS TO GO BEYOND THE INDUSTRY BENCHMARKED STUDY AND DRILL INTO APPROPRIATENESS, COMPETITIVENESS, AND OVERALL DESIGN. IT WAS DETERMINED, THROUGH THIS SECOND OPINION, THAT COMPENSATION WAS APPROPRIATE FOR THE SIZE AND COMPLEXITY OF THE ORGANIZATION. THE EXECUTIVE COMMITTEE DISCLOSES TO THE FULL BOARD OF DIRECTORS, IN CLOSED SESSION, THE RESULTS OF THE PERFORMANCE EVALUATION AND COMPENSATION DECISIONS. MINUTES OF MEETINGS ARE MAINTAINED AND THE BOARD CHAIRMAN PROVIDES WRITTEN NOTIFICATION TO BOTH THE CEO AND THE CORPORATE FINANCE DEPARTMENT REGARDING COMPENSATION DECISIONS. THE EVALUATION AND COMPENSATION SETTING PROCESS IS MUCH THE SAME FOR THE OTHER OFFICERS AS FOR THE CEO WITH SOME EXCEPTIONS. THE CEO DETERMINES THE PERFORMANCE GOALS AND MONITORS RESULTS. THE SAME SURVEY AS DESCRIBED ABOVE IS USED TO ASSIST IN DETERMINING COMPENSATION. THE CEO DISCLOSES ANNUALLY TO THE EXECUTIVE COMMITTEE THE COMPENSATION DECISIONS AND REASONS FOR THOSE DECISIONS IN REGARDS TO OTHER OFFICERS. THE LAST REVIEW PROCESS WAS CONDUCTED IN 2021 AND IS DONE ANNUALLY. 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 REQUEST. FORM 990, PART VII, SECTION A AND FORM 990, PART V, LINE 2: THE ORGANIZATION IS REPORTING 0 W-2S FILED IN FORM 990, PART V, LINE 2 BECAUSE ALL FORMS W-2 ARE FILED BY WESLEYLIFE, A RELATED ORGANIZATION, AS THE COMMON PAYMASTER. HOWEVER, THE ORGANIZATION IS REPORTING COMPENSATION IN FORM 990, PART VII, SECTION A FOR EACH EMPLOYEE BECAUSE EACH EMPLOYEE SPLITS THEIR TIME AND SERVICES BETWEEN THE RELATED ORGANIZATIONS SO A PORTION OF THEIR COMPENSATION IS ATTRIBUTABLE TO THE FILING ORGANIZATION. WESLEY AT HOME LLC 944 18TH STREET DES MOINES IA 50314 260668461 HOME HEALTH CARE IA 12154452 2546897 WESLEY COMMUNITY SERVICES INC WESLEY RETIREMENT SERVICES INC 5508 NW 88 STREET JOHNSTON IA 50131 420680440 LONG TERM CARE IA 501(C)(3) LINE 10 WESLEYLIFE 0 WESLEYLIFE 5508 NW 88 STREET JOHNSTON IA 50131 300577845 SUPPORT WESLEY RETIREMENT SERVICES IA 501(C)(3) LINE 12C, III-FI N/A 0 WELLSPIRE LLC 5508 NW 88TH STREET JOHNSTON IA 50131 833724025 SENIOR HOUSING DEVELOPMENT IA N/A 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 1 1 1 0 1