2020-11-11T11:24:47-06:00 2019-12-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2019-01-01 232648022 EVANGELICAL SERVICES FOR THE AGING EVAN 2153540565 626 JACKSONVILLE ROAD NO 200 WARMINSTER PA 18974 KEN FRANIAK CFO 2153540565 2020-11-10 1 KERRI N BOGDA CPA P00760402 7177404863 174.55.78.125 2020-11-10 08:56:26 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AF78FC311707138AE8A35EE5AF434BBB9CACA7EB 2019 2021-01-29 14:40:06Z WESLEY ENHANCED LIVING JEFF PETTY 626 JACKSONVILLE ROAD NO 200 WARMINSTER PA 18974 5564870 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. 13 13 51 13 0 0 0 0 4722797 5007924 -4254 -1062 1172 423 4719715 5007285 0 0 0 0 3627068 3342484 0 0 0 1418785 1993450 5045853 5335934 -326138 -328649 22050650 17516126 26228777 27267010 -4178127 -9750884 TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES. 0 0 1382719 0 4441180 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. 675961 0 566744 PILGRIM GARDENS SENIOR HOUSING, LP IS A LOW INCOME HOUSING PROJECT WHICH SERVES SENIOR CITIZENS. 2058680 1 0 0 0 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 1 1 1 1 0 0 1 32 0 51 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X KEN FRANIAK CFO 2153540565 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 JEFF PETTY PRESIDENT & CEO 38.00 8.00 X 484176 0 25465 KEN FRANIAK CFO 37.00 8.00 X 275505 0 18461 ROCHELLE BALLET VP OF MARKETING 40.00 X 240133 0 11081 PATRICIA LAMOREUX VP OF HUMAN POTENTIAL 40.00 X 180471 0 14164 SHARON MARGULIES DIRECTOR RESIDENTIAL SALES 40.00 X 156126 0 11615 JAROSLAV DYKYJ CORP DIRECTOR OF QUALITY ASSURANCE 40.00 X 154395 0 7600 CATHERINE HECKMAN CONTROLLER (DEPARTED 11/19) 40.00 X 143298 0 5806 HARRY SYMONS BOARD CHAIR 1.00 X X 0 0 0 GEORGE PINEL TREASURER 1.00 X X 0 0 0 RICHARD WELLS SECRETARY 1.00 X X 0 0 0 KEVIN PASQUAY BOARD MEMBER 1.00 X 0 0 0 MARY WHITE BOARD MEMBER 1.00 X 0 0 0 WAYNE KOSICK BOARD MEMBER 1.00 X 0 0 0 AL TAUBENBERGER BOARD MEMBER 1.00 X 0 0 0 SCOTT WETHERBEE BOARD MEMBER 1.00 X 0 0 0 KYLE EVANS BOARD MEMBER 1.00 X 0 0 0 TOM PANZER BOARD MEMBER 1.00 X 0 0 0 JERRY KLINE BOARD MEMBER 1.00 X 0 0 0 BETH ROTHSCHILD BOARD MEMBER 1.00 X 0 0 0 DAVID RITTENBERG BOARD MEMBER 1.00 X 0 0 0 1634104 0 94192 7 0 1 0 0 MANAGEMENT FEES 541900 4441180 4441180 INDEPENDENT LIVING 623990 566744 566744 5007924 6473 6473 550050 557585 -7535 -7535 -7535 MISC INCOME 900099 423 423 423 5007285 5007924 0 -639 1249456 1249456 1554883 1202754 352129 107992 53488 54504 157091 82435 74656 273062 98302 174760 48000 48000 29218 29218 76709 76709 136557 43063 93494 186974 186974 195053 19008 176045 285042 132409 152633 15490 5378 10112 77983 62386 15597 446928 357542 89386 38086 38086 EMPLOYEE EXPENSES 438571 438571 BOOKS/DUES/SUB. 11662 1915 9747 BAD DEBT 3724 3724 LICENSES 3453 3453 5335934 2058680 3277254 0 264798 923036 9122 5316 149936 157056 12344061 3788247 8945650 8555814 213176 279959 12467968 7594945 22050650 17516126 1196310 1438043 47782 46074 12596730 12544688 12387955 13238205 26228777 27267010 X -4178127 -9750884 -4178127 -9750884 22050650 17516126 X -328649 -5244108 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 1 1 PART IV, SECTION D, LINE 3: ALL SUPPORTED ORGANIZATIONS ARE MANAGED BY EVANGELICAL SERVICES FOR THE AGING DBA 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 EVANGELICAL SERVICES FOR THE AGING DBA 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 EVANGELICAL SERVICES FOR THE AGING DBA WESLEY ENHANCED LIVING. THE BOARD OF DIRECTORS OF WESLEY ENHANCED LIVING ACTS ON BEHALF OF THE SUPPORTED ORGANIZATIONS. 0 1 X 15000 15000 11750364 3357955 8392409 578697 430292 148405 8555814 DUE FROM RELATED PARTIES 6691661 RESTRICTED DEPOSITS AND RESERVE FUNDS 857210 TENANT SECURITY DEPOSITS 46074 7594945 DUE TO RELATED PARTIES 13237835 RESIDENT PRPAID RENT 370 13238205 -236823 -5244108 -5244108 5007285 0 5007285 5335934 0 5335934 0 5335934 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: INTERCOMPANY BAD DEBTS -5,244,108. X X X X X 0 1 0 0 0 0 0 1 0 JEFF PETTY PRESIDENT & CEO 409311 0 55865 0 19000 0 16600 0 8865 0 509641 0 0 0 KEN FRANIAK CFO 245204 0 16750 0 13551 0 10508 0 7953 0 293966 0 0 0 ROCHELLE BALLET VP OF MARKETING 214065 0 14800 0 11268 0 9220 0 1861 0 251214 0 0 0 PATRICIA LAMOREUX VP OF HUMAN POTENTIAL 160667 0 11250 0 8554 0 6751 0 7413 0 194635 0 0 0 SHARON MARGULIES DIRECTOR RESIDENTIAL SALES 100251 0 55875 0 0 0 4729 0 6886 0 167741 0 0 0 JAROSLAV DYKYJ CORP DIRECTOR OF QUALITY ASSURANCE 154395 0 0 0 0 0 6299 0 1301 0 161995 0 0 0 PART I, LINE 4B JEFF PETTY (PRESIDENT & CEO) AND KEN FRANIAK (CFO), ROCHELLE BALLET (VP OF MARKETING), PATRICIA LAMOREUX (VP OF HUMAN POTENTIAL) PARTICIPATE IN A 457 DEFERRED COMPENSATION PLAN. AT THE END OF THE YEAR, THE AMOUNT OF THEIR 457 CONTRIBUTIONS WERE $19,000, $13,551, $11,268 AND $8,554, RESPECTIVELY. PART I, LINE 7 BONUSES ARE DISCRETIONARY AND ARE BASED UPON BOTH FINANCIAL AND NONFINANCIAL FACTORS SUCH AS OCCUPANCY, DAYS IN A/R, AND QUALITY MEASURES SUCH AS ACHIEVING FIVE STAR RATINGS. FORM 990, PART VI, SECTION A, LINE 1 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 A, LINE 7A ONE GROUP OR CLASS OF DIRECTORS SHALL BE ELECTED ANNUALLY BY THE DIRECTORS OF EVANGELICAL SERVICES FOR THE AGING, WHOSE TERMS OF OFFICE ARE NOT THEN EXPIRING. 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 BOARD OF DIRECTORS. COMPENSATION STUDIES ARE DONE PERIODICALLY BY AN OUTSIDE COMPENSATION CONSULTANT TO DETERMINE COMPENSATION, USING COMPARATIVE INDEPENDENT DATA. FOR OTHER EMPLOYEES, COMPENSATION REVIEWS ARE COMPLETED INTERNALLY COMPARING COMPENSATION DATA AVAILABLE THROUGH LEADING AGE, THE HOSPITAL & HEALTHCARE COMPENSATION SERVICE SALARY & BENEFITS REPORT, AND OTHER BENCHMARKS. THIS WAS LAST COMPLETED IN 2019. 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 XI, LINE 9: INTERCOMPANY BAD DEBTS -5,244,108. PILGRIM GARDENS SENIOR HOUSING LP 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 753258108 LOW INCOME HOUSING PROJECT SERVING THE ELDERLY PA 573640 9386725 EVANGELICAL SERVICES OF THE AGING PILGRIM GARDENS SENIOR HOUSING GP LLC 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 753258102 GENERAL PARTNER OF PILGRIM GARDENS SENIOR HOUSING LP PA 0 0 EVANGELICAL SERVICES OF THE AGING 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 1 1 1 1 EVANGELICAL MANOR D 2330765 COST NORTH AMERICAN BAPTIST HOME FOR THE AGED D 4912901 COST STAPELEY HALL D 3074890 COST MARTIN'S RUN D 1286001 COST EVANGELICAL SERVICES FOR THE AGING FOUNDATION D 104891 COST MAPLE VILLAGE E 1909083 COST NEW HERITAGE TOWERS E 11102431 COST NORTH AMERICAN BAPTIST HOME FOR THE AGED L 72000 COST NEW HERITAGE TOWERS L 2215342 COST MAPLE VILLAGE L 569358 COST EVANGELICAL MANOR L 412582 COST STAPELEY HALL L 376440 COST MARTIN'S RUN L 726000 COST THIS FORM 990 IS BEING FILED LATE DUE TO AN INADVERTENT OMISSION ON THE PART OF THE INDEPENDENT ACCOUNTING FIRM. TECHNICAL FAILURES RELATED TO SOFTWARE WHICH KEEPS TRACK OF FILINGS LED TO THE INADVERTENT INACTION IN FILING THE REQUISITE EXTENSIONS. BOTH THE ORGANIZATION AND ITS ACCOUNTING FIRM RECOGNIZE THE IMPORTANCE OF FILING ALL RETURN REQUIREMENTS TIMELY AND THIS OMISSION IS A RARE OMISSION THAT HAS BEEN NOTED. CHANGES TO THE PROCESS HAVE BEEN ESTABLISHED TO ENSURE THAT FUTURE FILINGS ARE ALL CAPTURED INTERNALLY SO THAT TIMELY FILINGS CAN BE MADE.