2019-08-14T15:53:00-05:00 2018-09-30 351750664 DAUBY O'CONNOR & ZALESKI LLC 501 CONGRESSIONAL BLVD 300 CARMEL IN 46032 990 2017-10-01 161729616 ST PETER MANOR LLC STPE 9013804900 1615 APPLING ROAD CORDOVA TN 38016 DON OLLIO CFO 9013804900 2019-08-14 1 ABBY SHAFER P01627603 3178485700 97.78.195.178 2019-08-14 10:15:11 ED P 23F0F214E322A635AC9A32683567541DDE81D9BD B80DD2C5B7BF54C670BACB01A9F12FBF0888F83F 2017 2019-02-21 02:37:17Z DONALD D OLLIO JR 1615 APPLING ROAD CORDOVA TN 38016 2479533 0 X WWW.WESLEYLIVING.COM X 1978 TN HOUSING FOR LOW-INCOME ELDERLY 10 10 0 10 0 0 1460892 1381051 1025333 1016836 4280 1885 28353 79761 2518858 2479533 0 0 0 0 347766 290766 0 0 0 1990262 2118576 2338028 2409342 180830 70191 2917659 2875270 5412331 5299751 -2494672 -2424481 HOUSING FOR LOW-INCOME ELDERLY 0 0 2187610 1096597 PROVIDE APARTMENT UNITS AND OTHER RELATED SERVICES UNDER THE TERMS OF THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT PROGRAMS FOR VERY LOW AND EXTREMELY LOW INCOME ELDERLY INDIVIDUALS. 2187610 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 16 0 1 0 0 0 0 0 0 0 0 0 X 10 10 0 1 1 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X X WESLEY HOUSING CORP OF MEMPHIS 9013804900 1615 APPLING ROAD CORDOVA TN 38016 X X WALLACE MCALEXANDER PRESIDENT 0.20 2.00 X X 0 0 0 SCOTT BLOUNT VICE PRESIDENT 0.20 2.00 X X 0 0 0 MARY LOU CUSHING SECRETARY/TREASURER 0.20 2.00 X X 0 0 0 DR CYNTHIA DAVIS BOARD MEMBER 0.20 2.00 X 0 0 0 DWIGHT DAVIS BOARD MEMBER 0.20 2.00 X 0 0 0 NANCY ALBONETTI BOARD MEMBER 0.20 2.00 X 0 0 0 WILLIAM KEITH BOARD MEMBER 0.20 2.00 X 0 0 0 REV ANDREW THOMPSON BOARD MEMBER 0.20 2.00 X 0 0 0 AMANDA WARD BOARD MEMBER 0.20 2.00 X 0 0 0 EDDIE SMITH BOARD MEMBER 0.20 2.00 X 0 0 0 JAMES NASSO NON-VOTING CEO 0.20 2.00 X 0 0 0 DONALD OLLIO NON-VOTING CFO 0.20 2.00 X 0 0 0 RONALD BUDYNAS NON-VOTING COO 0.20 2.00 X 0 0 0 0 0 0 0 0 0 0 WELSEY HOUSING CORPORATION OF MEMPHIS I 1615 APPLING RD CORDOVA TN 38016 MANAGEMENT AND BOOKKEEPING FEES 172505 HIGGINS ELECTRIC LLC 2271 PODESTA COVE MEMPHIS TN 38134 BACK UP GENERATOR AND INSTALLATION 108111 CLARION SECURITY LLC 5496 POPLAR AVE 3 MEMPHIS TN 38119 SECURITY PATROL 101751 3 1381051 1381051 RENTAL INCOME 531110 1016836 1016836 1016836 1885 1885 GAIN ON INVOLUNTARY CO 531110 78161 78161 MISCELLANEOUS REVENUE 531110 1600 1600 79761 2479533 1096597 0 1885 222947 222947 3469 3469 43690 43690 20660 20660 139707 139707 5049 5049 35038 35038 3000 3000 1895 1895 41938 41938 1244739 1244739 7615 7615 365533 365533 SERVICE COORDINATOR CON 178127 178127 ADMINISTRATIVE EXPENSE 68698 68698 ADMIN RENT FREE UNIT EX 16245 16245 INSURANCE LOSS 2866 2866 8126 8126 2409342 2187610 221732 0 152502 107735 65810 120500 21334 11924 10906614 9225895 1883505 1680719 129030 123480 665478 830912 2917659 2875270 277232 300413 5048683 4912685 86416 86653 5412331 5299751 X -2494672 -2424481 -2494672 -2424481 2917659 2875270 70191 0 X X 0 1 X 1 1 1 X 109221 161659 1299716 1460892 1381051 4412539 2038821 2218119 1023034 1025333 1096597 7401904 2148042 2379778 2322750 2486225 2477648 11814443 0 0 0 11814443 2498 1675 2896 4280 1885 13234 2498 1675 2896 4280 1885 13234 373680 -17651 92 28353 384474 2524220 2363802 2325738 2518858 2479533 12212151 0.96740 0.96620 0.00110 0.00110 X 287733 287733 9723783 8552235 1171548 895098 673660 221438 1680719 TENANT SECURITY DEPOSITS 92598 REPLACEMENT RESERVE 328586 ESCROW DEPOSITS 201308 CONSTRUCTION IN PROGRESS 208420 830912 TENANT SECURITY DEPOSITS 86653 86653 X 2479533 0 2479533 0 2479533 2409342 0 2409342 0 2409342 PART X, LINE 2: THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAX AND HAS BEEN CLASSIFIED AS AN OTHER THAN PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE TAXES ON REVENUE AND INCOME HAS BEEN RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. GENERALLY, THE FEDERAL AND STATE TAX RETURNS WERE SUBJECT TO EXAMINATIONS FROM THE THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE OR THE DATE FILED BY THE APPLICABLE TAX AUTHORITY. FORM 990, PART VI, SECTION A, LINE 3 ST. PETER MANOR, LLC IS MANAGED BY WESLEY HOUSING CORPORATION OF MEMPHIS, INC., A PROFESSIONAL PROPERTY MANAGEMENT COMPANY. WESLEY HOUSING CORPORATION OF MEMPHIS, INC. HAS A PROJECT OWNER'S AND MANAGEMENT AGENT'S CERTIFICATION FOR MULTIFAMILY HOUSING PROJECTS WITH THE US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. UNDER THIS CERTIFICATION, HUD HAS APPROVED WESLEY HOUSING CORPORATION OF MEMPHIS, INC. TO MANAGE THE WESLEY AT MARTIN, INC. APARTMENT COMMUNITY. THE MANAGEMENT CONTRACT ENCOMPASSES THE DAY TO DAY OPERATIONS OF THE PROJECT INCLUDING, BUT NOT LIMITED TO, COLLECTION OF RENTS, MAINTENANCE OF FACILITIES, SUPERVISION OF STAFF, AND ONGOING SUPPORT FOR BOTH THE OWNERS AND TENANTS AS NEEDED IN ORDER TO ESTABLISH A SAFE, SANITARY AND AFFORDABLE ENVIRONMENT. FORM 990, PART VI, SECTION A, LINE 4 THE CHARTER AND BYLAWS WERE AMENDED TO ELIMINATE THE THREE DIFFERENT CLASSES OF DIRECTORS, STANDARDIZING AND NAMING OF A NOMINATION COMMITTEE AND CHANGING THE ANNUAL MEETING TO BE HELD IN THE LAST QUARTER OF THE YEAR. FORM 990, PART VI, SECTION A, LINE 6 DIOCESE OF MEMPHIS HOUSING CORPORATION IS THE SOLE MANAGING MEMBER OF ST. PETER MANOR, LLC. THE BOARD MEMBERS LISTED FOR ST. PETER MANOR, LLC ARE THOSE OF THE SOLE MANAGING MEMBER. FORM 990, PART VI, SECTION A, LINE 7A DIOCESE OF MEMPHIS HOUSING CORPORATION IS THE SOLE MANAGING MEMBER OF ST. PETER MANOR, LLC. FORM 990, PART VI, SECTION A, LINE 7B DIOCESE OF MEMPHIS HOUSING CORPORATION IS THE SOLE MANAGING MEMBER OF ST. PETER MANOR, LLC. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS REVIEWED BY AN OFFICER OF THE ORGANIZATION PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C REVIEW THE POLICY ON AN ANNUAL BASIS WITH THE BOARD OF DIRECTORS TO MAKE SURE THAT EVERYONE IS IN COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF ALL EMPLOYEES IS DETERMINED THROUGH THE APPROVAL OF THE BUDGET. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION IS AVAILABLE THROUGH WWW.GUIDESTAR.ORG OR UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B: HOURS WORKED FOR RELATED ORGANIZATIONS: ALL OF THE OFFICERS, DIRECTORS, AND EMPLOYEES LISTED IN PART VII, SECTION A PERFORM SIMILAR DUTIES AND HAVE SIMILAR RESPONSIBILITIES FOR RELATED ORGANIZATIONS AS THEY DO FOR THIS ORGANIZATION. THEIR TOTAL HOURS WORKED PER WEEK FOR THIS ORGANIZATION ARE SIMILAR TO THEIR HOURS WORKED FOR RELATED ORGANIZATIONS BOTH IN TERMS OF NUMBER OF HOURS AND TYPE OF WORK PERFORMED. FORM 990, PART XII, LINE 2C: OVERSIGHT OF AUDITING FUNCTION: AN AUDIT COMMITTEE REVIEWS THE AUDIT RESULTS AND SELECTION OF THE AUDITING FIRM THROUGH A PERIODIC COMPETITIVE BIDDING PROCESS. ST MARY MANOR LLC 1615 APPLING ROAD CORDOVA TN 38016 203315692 SENIOR HOUSING TN 501(C)(3) LINE 10 0 WESLEY HILLS DYERSBURG 1615 APPLING ROAD CORDOVA TN 38016 311509531 SENIOR HOUSING TN 501(C)(3) LINE 10 0 WESLEY STAGE PARK 1615 APPLING ROAD CORDOVA TN 38016 311509536 SENIOR HOUSING TN 501(C)(3) LINE 10 0 WESLEY JACKSON HIGHLANDS 1615 APPLING ROAD CORDOVA TN 38016 311629018 SENIOR HOUSING TN 501(C)(3) LINE 10 0 WESLEY AT MURRAY 1615 APPLING ROAD CORDOVA TN 38016 311779474 SENIOR HOUSING KY 501(C)(3) LINE 10 0 WESLEY AT PARIS 1615 APPLING ROAD CORDOVA TN 38016 311779476 SENIOR HOUSING TN 501(C)(3) LINE 10 0 WESLEY MURRAY MEADOW INC 1615 APPLING ROAD CORDOVA TN 38016 454123137 SENIOR HOUSING KY 501(C)(3) LINE 10 0 WESLEY HOMES INC-DYERSBURG 1615 APPLING ROAD CORDOVA TN 38016 581339581 SENIOR HOUSING TN 501(C)(3) LINE 10 0 WESLEY HOMES LAKE COUNTY INC 1615 APPLING ROAD CORDOVA TN 38016 581442179 SENIOR HOUSING TN 501(C)(3) LINE 10 0 HOUSING OF THE ELDERLY OF ADAMSVILLE 1615 APPLING ROAD CORDOVA TN 38016 581482306 SENIOR HOUSING TN 501(C)(3) LINE 10 0 ST MATTHEW MANOR INC 1615 APPLING ROAD CORDOVA TN 38016 581530840 SENIOR HOUSING TN 501(C)(3) LINE 10 0 LUTHER TERRACE 1615 APPLING ROAD CORDOVA TN 38016 581567594 SENIOR HOUSING TN 501(C)(3) LINE 10 0 ST JOSEPH VILLAGE INC 1615 APPLING ROAD CORDOVA TN 38016 581623124 SENIOR HOUSING TN 501(C)(3) LINE 10 0 ST MARK MANOR INC 1615 APPLING ROAD CORDOVA TN 38016 581747759 SENIOR HOUSING TN 501(C)(3) LINE 10 0 THE MEADOWS HOUSING CORPORATION INC 1615 APPLING ROAD CORDOVA TN 38016 581851127 PROVIDES HOME SERVICES TN 501(C)(3) LINE 10 0 WESLEY AT MILLINGTON 1615 APPLING ROAD CORDOVA TN 38016 581929230 SENIOR HOUSING TN 501(C)(3) LINE 10 0 WESLEY AT ADAMSVILLE 1615 APPLING ROAD CORDOVA TN 38016 582022139 SENIOR HOUSING TN 501(C)(3) LINE 10 0 WESLEY-ASBURY INC 1615 APPLING ROAD CORDOVA TN 38016 582064631 ASSISTED LIVING TN 501(C)(3) LINE 10 0 DIOCESE OF MEMPHIS HOUSING CORPORATION INC 1615 APPLING ROAD CORDOVA TN 38016 591730467 SENIOR HOUSING TN 501(C)(3) LINE 10 0 GOOD SAMARITAN VILLAGE INC 1615 APPLING ROAD CORDOVA TN 38016 621559560 SENIOR HOUSING TN 501(C)(3) LINE 10 0 WESLEY AT MILAN INC 1615 APPLING ROAD CORDOVA TN 38016 621642971 SENIOR HOUSING TN 501(C)(3) LINE 10 0 WESLEY HOME SERVICES INC 1615 APPLING ROAD CORDOVA TN 38016 621642972 PROVIDES HOME SERVICES TN 501(C)(3) LINE 10 0 WESLEY AT JONESBORO 1615 APPLING ROAD CORDOVA TN 38016 621728055 SENIOR HOUSING AR 501(C)(3) LINE 10 0 ST MATTHEW MANOR WEST INC 1615 APPLING ROAD CORDOVA TN 38016 631589625 SENIOR HOUSING TN 501(C)(3) LINE 10 0 WESLEY AT MARTIN INC 1615 APPLING ROAD CORDOVA TN 38016 582022137 SENIOR HOUSING TN 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0