2019-09-04T09:40:48-05:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2018-01-01 232648022 EVANGELICAL SERVICES FOR THE AGING EVAN 2153540565 626 JACKSONVILLE ROAD NO 200 WARMINSTER PA 18974 KEN FRANIAK CFO 2153540565 2019-08-27 1 VICKI RAIVITCH CPA P02060731 2156433900 67.137.57.251 2019-08-27 09:25:47 ED P 3F92979DAE40F12078D85DA51A75D99227C616B2 48DF7E18B51ED0D4ADE189227F60937B8E503023 2018 2019-02-21 02:37:17Z WESLEY ENHANCED LIVING JEFF PETTY 626 JACKSONVILLE ROAD NO 200 WARMINSTER PA 18974 4719715 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 52 13 0 0 0 0 4697044 4722797 1085 -4254 3295 1172 4701424 4719715 0 0 0 0 3543362 3627068 0 0 0 1535774 1418785 5079136 5045853 -377712 -326138 20166189 22050650 24018178 26228777 -3851989 -4178127 TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES. 0 0 4152957 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. 583899 569840 PILGRIM GARDENS SENIOR HOUSING, L.P IS A LOW INCOME HOUSING PROJECT WHICH SERVES SENIOR CITIZENS. 583899 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 46 0 52 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 KEVIN PASQUAY BOARD MEMBER 1.00 X 0 0 0 GEORGE PINEL TREASURER 1.00 X X 0 0 0 MARY WHITE BOARD MEMBER 1.00 X 0 0 0 WAYNE KOSICK BOARD MEMBER 1.00 X 0 0 0 HARRY SYMONS BOARD CHAIR 1.00 X X 0 0 0 AL TAUBENBERER BOARD MEMBER 1.00 X 0 0 0 SCOTT WETHERBEE BOARD VICE CHAIR 1.00 X X 0 0 0 KYLE EVANS BOARD MEMBER 1.00 X 0 0 0 RICHARD WELLS SECRETARY 1.00 X 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 JEFF PETTY PRESIDENT & CEO 38.00 8.00 X 608455 0 37582 KEN FRANIAK CFO 37.00 8.00 X 323229 0 23952 ROCHELLE BALLET VP OF MARKETING 40.00 X 282126 0 16563 PATRICIA LAMOREUX VP OF HUMAN POTENTIAL 40.00 X 212675 0 19050 MICHAEL DESTEFON CORP DIRECTOR OF THERAPY 40.00 X 151536 0 12686 CATHERINE HECKMAN CONTROLLER 40.00 X 120761 0 6799 SHARON MARGULIES DIRECTOR RESIDENTIAL SALES 40.00 X 151351 0 14134 JAROSLAV DYKYJ CORPORATE DIRECTOR OF QUALITY ASSURANCE 40.00 X 151291 0 8505 2001424 0 139271 8 0 1 0 0 MANAGEMENT FEES 623990 4152957 4152957 INDEPENDENT LIVING 623990 569840 569840 4722797 -4254 -4254 1172 1172 1172 4719715 4722797 0 -3082 1517632 1517632 1245908 39867 1206041 78898 1110 77788 572489 4715 567774 212141 2959 209182 145631 145631 9749 9749 48643 48643 22860 22860 90649 90649 80837 9296 71541 327206 76028 251178 9760 9760 80623 64498 16125 438560 327234 111326 37310 37310 RECRUITING FEES 79419 79419 REPAIRS AND MAINTENANCE 35332 35332 FOOD 8395 8395 LICENSES 3811 3811 5045853 583899 4461954 0 141150 264798 10789 9122 148589 149936 12288735 3343085 9300081 8945650 90199 213176 10475381 12467968 20166189 22050650 1441421 1196310 47801 47782 12646131 12596730 9882825 12387955 24018178 26228777 X -3851989 -4178127 -3851989 -4178127 20166189 22050650 -326138 0 X 0 1 X 1 0 X X X 8 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 EVANGELICAL SERVICES FOR THE AGING FOUNDATION DBA WEL FOUNDATION 231971878 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 PARTNE 272268177 10 0 0 0 8 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 SCHEDULE A, 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. SCHEDULE A, 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. SCHEDULE A, PART IV, SECTION 3, 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 11731332 2951517 8779815 542403 391568 150835 8945650 DUE FROM RELATED PARTIES 11528693 RESTRICTED DEPOSITS AND RESERVE FUNDS 891493 TENANT SECURITY DEPOSITS 47782 12467968 DUE TO RELATED PARTIES 12387955 12387955 X 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 X, LINE 2: EVANGELICAL SERVICES FOR THE AGING HAS BEEN RECOGNIZED AS AN EXEMPT ORGANIZATION AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THE INCOME TAX STANDARD HAD NO IMPACT ON THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURN IS SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. X X X X X X 0 1 0 0 0 0 0 0 0 JEFF PETTY PRESIDENT & CEO 398311 0 191644 0 18500 0 28744 0 8838 0 646037 0 0 0 KEN FRANIAK CFO 240263 0 70900 0 12066 0 16041 0 7911 0 347181 0 0 0 ROCHELLE BALLET VP OF MARKETING 209903 0 61600 0 10623 0 14738 0 1825 0 298689 0 0 0 PATRICIA LAMOREUX VP OF HUMAN POTENTIAL 157511 0 47100 0 8064 0 11664 0 7386 0 231725 0 0 0 MICHAEL DESTEFON CORP DIRECTOR OF THERAPY 144036 0 7500 0 0 0 5752 0 6934 0 164222 0 0 0 SHARON MARGULIES DIRECTOR RESIDENTIAL SALES 97751 0 53600 0 0 0 7266 0 6868 0 165485 0 0 0 JAROSLAV DYKYJ CORPORATE DIRECTOR OF QUALITY ASSURA 151291 0 0 0 0 0 7212 0 1293 0 159796 0 0 0 PART I, LINE 4B JEFF PETTY - 457 PLAN - $18,500 KEN FRANIAK - 457 PLAN - $12,066 ROCHELLE BALLET - 457 PLAN - $10,623 PATRICIA LAMOREUX - 457 PLAN - $8,064 A PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT 232237287 717824AR7 2017-08-15 97206142 REFINANCING 0 0 0 A 97206142 6130045 748584 1903700 6526974 58929785 23715638 1 0 0 1 A 0 0 0 0 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 SCH K FORM 990 PART 1 LINE A BOX F FORM 990, SCHEDULE K, PART I, LINE A, BOX F DESCRIPTION OF PURPOSE: [1] TO REFINANCE THE EXISTING BONDS IN THE OBLIGATED GROUP AND MAIN LINE. THE OBLIGATED GROUP CONSISTS OF MAPLE VILLAGE, NEW HERITAGE TOWERS, EVANGELICAL MANOR, AND STAPELEY. THE PROCEEDS WERE USED TO REFUND SERIES 2005, SERIES 2008, SERIES 2009, AND SERIES 2011 BONDS AND REFINANCE THE 2011 TERM LOAN. THE PROCEEDS WERE ALSO USED TO FINANCE CAPITAL PROJECTS, FUND CRETAIN RESIDENT REFUNDS, ACCOUNTS PAYABLE, AND INTEREST RATE SWAP TERMINATION PAYMENTS, AND PAY SOME COSTS OF THE ISSUANCE OF THE BONDS. 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 IT 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 PRINCIPALS 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 WEL THROUGH EMPLOYMENT, TRANSFER, OR PROMOTION WHEN SUCH PLACEMENT WILL RESULT IN ONE SUPERVISING ANOTHER AND/OR HAVING THE RESPONSIBILITY TO MAKE OR PARTICIPATE ACTIVELY IN MAKING DECISIONS REGARDING A "RELATED" EMPLOYEE'S EMPLOYMENT STATUS. PERSONS WHO HAVE CONFLICTS WITH THE CONFLICT OF INTEREST POLICY WILL BE REVIEWED ON A CASE BY CASE BASIS AND WILL ABSTAIN FROM BOTH DISCUSSION AND VOTE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO AND ITS 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. THE CEO IS THE ONLY EMPLOYEE WHO HAS AN EMPLOYMENT CONTRACT. 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 2018. 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. PILGRIM GARDENS SENIOR HOUSING LP 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 753258108 LOW INCOME HOUSING PROJECT SERVING THE ELDERLY PA 575032 9796974 EVANGELICAL SERVICES FOR 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 EVANGELICAL SERVICES FOR THE AGING EVANGELICAL MANOR DBA WESLEY ENHANCED LIVING PENNYPACK PARK 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 230563550 OPERATE A CCRC PA 501C(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 501C(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 1 NORTH AMERICAN BAPTIST HOME FOR THE AGED DBA WEL BURHOLME 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 231401533 OPERATE A CCRC PA 501C(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 1 MAPLE VILLAGE DBA WESLEY ENHANCED LIVING UPPER MORELAND 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 232810902 OPERATE A CCRC PA 501C(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 501C(3) LINE 12A, I EVANGELICAL SERVICES FOR THE AGING 1 STAPELEY HALL DBA WESLEY ENHANCED LIVING AT STAPELEY HALL 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 232145152 OPERATE A CCRC PA 501C(3) LINE 10 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 501C(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 1 MARTINS RUN HOME PARTNERS DBA WESLEY ENHANCED LIVING MAIN LINE HOME PARTNER 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 272268177 OPERATE A HOME CARE AGENCY PA 501C(3) LINE 10 MARTINS RUN 1 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 NORTH AMERICAN BAPTIST HOME FOR THE AGED L 72000 FMV NEW HERITAGE TOWERS L 1686631 FMV MAPLE VILLAGE L 547487 FMV EVANGELICAL MANOR L 565442 FMV STAPELEY HALL L 505392 FMV MARTIN'S RUN L 668520 FMV MAPLE VILLAGE D 26983261 FMV NEW HERITAGE TOWERS D 21170946 FMV EVANGELICAL MANOR D 20605510 FMV STAPELEY HALL D 22581898 FMV MARTIN'S RUN D 31185631 FMV EVANGELICAL MANOR Q 1829952 FMV NORTH AMERICAN BAPTIST HOME FOR THE AGED Q 4809425 FMV MAPLE VILLAGE P 1538000 FMV EVANGELICAL SERVICES FOR THE AGING FOUNDATION P 86399 FMV NEW HERITAGE TOWERS P 10403338 FMV STAPELEY HALL Q 2156582 FMV MARTIN'S RUN Q 2372288 FMV