2018-09-04T09:08:54-05:00 2017-12-31 BKD LLP 201 N Illinois Street Indianapolis IN 46204 990 2017-01-01 351020934 Wesley Manor Inc % ROGER EWEIDEMAN WESL 7656591811 1555 N MAIN STREET FRANKFORT IN 46041 ROGER E WEIDEMAN SENOIR VP/CFO 3178733371 2018-11-15 true NICOLE B FISHBACK P01279475 3173834000 2018-11-15 2017 2022-09-23 18:48:47Z ROGER E WEIDEMAN 5415 BEARBERRY LANE INDIANAPOLIS IN 46266 4488800 false X WWW.WESLEYMANOR.ORG X 1961 IN WESLEY MANOR IS A CONTINUING CARE RETIREMENT COMMUNITY. SEE SCHEDULE O FOR ADDITIONAL DISCLOSURES. 7 5 234 8 0 -1709 599412 67009 1950807 3737375 174702 141560 703640 542856 3428561 4488800 0 0 0 0 442982 1019571 0 0 0 2151500 2723386 2594482 3742957 834079 745843 22288656 22525405 21623090 21087531 665566 1437874 X WESLEY MANOR IS A CONTINUING CARE RETIREMENT COMMUNITY SEEKING TO ENHACE THE QUALITY OF LIFE FOR RETIRED PERSONS, ENCOURAGING INDEPENDENCE WITHIN A SECURE ENVIRONMENT WHICH SUPPORTS THE INDIVIDUAL'S INTELLECTUAL, PHYSICAL, AND SPIRITUAL false false 623577 939011 RESIDENTIAL LIVING: WESLEY MANOR OFFERS ITS RESIDENTS A PERFECT BALANCE OF INDEPENDENT LIVING WITH SECURITY AND PEACE OF MIND. INDEPENDENT UNITS INCLUDE HOUSEKEEPING, LAUNDRY SERVICES, ON-SITE SECURITY, AND THE CHOICE OF PREPARING YOUR OWN MEALS OR EATING IN THE DISTINCTIVE DINING ROOM 736955 1109740 ASSISTED LIVING: WESLEY MANOR PROVIDES A SPECIAL COMBINATION OF RESIDENTIAL HOUSING, PERSONALIZED SUPPORTIVE SERVICES AND HEALTHCARE, MAXIMIZING INDEPENDENCE FOR THOSE WHO DO NOT NEED THE MORE COMPLETE MEDICAL SERVICES OF A HEALTHCARE FACILITY 1473910 2219480 NURSING/MEMORY CARE: WESLEY MANOR'S SKILLED AND COMPREHENSIVE MEDICAL SERVICES, INCLUDING 24-HOUR SKILLING NURSING, THERAPY, RESTORATIVE NURSING, MEMORY CARE, AND HOSPICE, ARE AVAILABLE FOR THOSE WHOSE ACTIVITIES CANNOT BE SUFFICIENTLY MAINTAINED IN THEIR CURRENT HOME 2834442 true true false false false false false false true true false false true true false false true false false false false false false false false false false false true true false false false false false false false false false false false false false false true true true true false false true 44 0 234 true false false false false false false false false false false X 7 5 false false false false true true false true true false false true true true true true true true true false IN X ROGER EWEIDEMAN 3178733371 5415 BEARBERRY LANE INDIANAPOLIS IN 46268 X JAMES MCDANIEL CHAIRMAN 4.0 4.0 X X 0 0 0 JAMES NEED VICE-CHAIRMAN 4.0 0.0 X X 0 0 0 JOHN DATTILO SECRETARY 4.0 40.0 X X 0 241885 32556 ROGER WEIDEMAN TREASURER 4.0 40.0 X X 0 230542 36786 JOSEPH CATRON DIRECTOR 0.5 0.0 X 0 0 0 WILLIAM HURT DIRECTOR 0.5 4.0 X 0 0 0 JAMES SIEGFRIED DIRECTOR 0.5 0.0 X 0 0 0 KEVIN WARD EXECUTIVE DIRECTOR 4.0 40.0 X 0 110374 6570 0 582801 75912 0 false true false HTS IN XII INC 1411 WEST COUNTY LINE ROAD SUITE A GREENWOOD IN 46142 PHYSICAL THERAPY 318041 MORRISON MANAGEMENT SPECIALISTS PO BOX 102289 ATLANTA GA 303682289 FOOD SERVICE MGMT 2551873 DC ENTERPRISES 1203 E OHIO STREET FRANKFORT IN 46041 GENERAL CONTRACTING 314520 KELLER DEVELOPMENT INC 4530 MERCHANT ROAD FORT WAYNE IN 46818 PROPERTY DEVELOPMENT 266700 AMS MECHANICAL SERVICES 1230 BROOKVILLE WAY INDIANAPOLIS IN 46239 HVAC INSTL & MAINT 169380 10 67009 67009 RESIDENTIAL SERVICES 623000 1346556 1346556 MANAGEMENT FEES 623000 1255100 1255100 ENTRANCE FEE AMORTIZATION 525990 1135719 1135719 3737375 126192 126192 0 12000 12000 530856 530856 0 530856 530856 15368 15368 15368 15368 0 0 0 0 0 0 0 0 0 0 4488800 4268231 153560 0 0 0 0 0 0 852459 637183 215276 46007 42706 3301 14049 14049 107056 89684 17372 375000 375000 9560 9560 1650 1650 0 0 1121 1121 0 46094 42965 3129 102434 31579 70855 0 0 258206 247112 11094 5509 5509 0 0 570280 555600 14680 0 1027224 953773 73451 0 MAINTENANCE AND REPAIRS 200166 141898 58268 DIETARY SUPPLIES 91942 91942 BOND AMORTIZATION EXPENSE 34200 34200 3742957 2834442 908515 0 0 0 1311333 852875 0 0 821135 626034 0 0 0 0 0 0 3940 3903 134516 1085429 18082460 2076790 15989646 16005670 1609781 1530840 0 0 0 0 0 0 2418305 2420654 22288656 22525405 894313 1340294 0 0 4612034 3588479 14988345 14539893 0 0 0 0 0 0 0 0 1128398 1618865 21623090 21087531 X -489456 584422 301570 0 853452 853452 665566 1437874 22288656 22525405 745843 26465 X X false true X true false X 250277 142255 110991 599412 67009 1169944 6870841 6786719 5048025 2476407 4130007 25311999 0 0 0 7121118 6928974 5159016 3075819 4197016 26481943 0 99693 99693 99693 99693 26382250 633093 632337 449001 173202 153560 2041193 0 633093 632337 449001 173202 153560 2041193 0 34672 30101 127675 166040 138224 496712 7788883 7591412 5735692 3415061 4488800 29019848 0.90911 0.93463 0.07034 0.05307 X SCHEDULE A, PART III, LINE 12, EXPLANATION FOR OTHER INCOME: Other Income: 2013 Amount: $34,672 2014 Amount: $30,010 2015 Amount: $127,675 2016 Amount: $166,040 2017 Amount: $138,224 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1554668 160069 39312 1675425 1478870 118991 43193 1554668 1578238 -72084 27284 1478870 1504626 300 115098 41786 1578238 1421570 15632 102538 35114 1504626 0.49000 0.51000 false false 278052 278052 14979592 1607883 13371709 243267 48367 194900 1501913 420540 1081373 1079636 0 1079636 16005670 OTHER INVESTMENTS 853452 DEBT SERVICE RESERVE FUND 1567202 2420654 0 ESTIMATED REFUND OBLIGATION 1300684 ANNUITY CONTRACT PAYABLE 61537 INTEREST RATE SWAP LIABILITIES 256644 1618865 SCHEDULE D, PART V, LINE 4 THE SOLE PURPOSE OF THE WESLEY MANOR ENDOWMENT FUND SHALL BE TO PROVIDE BENEVOLENT ASSISTANCE FOR WORTHY INDIVIDUALS WHO HAVE APPLIED TO BECOME RESIDENTS, AND WHO WITHOUT ASSISTANCE WOULD NOT OTHERWISE BE ABLE TO FINANCIALLY QUALIFY FOR RESIDENCY. Part X, Line 2 ASC 740 DISCLOSURE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. X X X false false false false false false false false false JOHN DATTILO SECRETARY 0 226885 0 15000 0 0 0 12460 0 20096 0 274441 ROGER WEIDEMAN TREASURER 0 215542 0 15000 0 0 0 11880 0 24906 0 267328 FORM 990, SCHEDULE J, PART II THE RELATED ORGANIZATION'S PERSONNEL COMMITTEE RECOMMENDS SALARIES OF THE TOP MANAGEMENT OFFICIALS TO THE BOARD OF DIRECTORS FOR APPROVAL. THE COMMITTEE REVIEWS SALARIES IN THE CONTEXT OF SIMILIAR NOT-FOR-PROFIT ORGANIZATIONS, PERFORMANCE AND JOB DESCRIPTIONS. THIS PROCESS WAS LAST CONDUCTED NOVEMBER OF 2017. THE OFFICERS ARE COMPENSATED THROUGH A RELATED ORGANIZATION, BHI RETIREMENT COMMUNITIES. A CITY OF FRANKFORT INDIANA 2012-12-31 15625000 TO FINANCE AND REFINANCE PROJECT false false false A 984887 0 15625000 1562500 0 0 270915 0 0 13791585 0 0 false false true true A false false false false false false 0 false false false true A false false true false true true HUNTINGON NATIONAL 8. false false false 0 false false A true SCHEDULE K, PART I, BOND ISSUES: SCHEDULE K, PART I, BOND ISSUES: (A) ISSUER NAME: CITY OF FRANKFORT, INDIANA (F) DESCRIPTION OF PURPOSE: TO FINANCE AND REFINANCE PROJECTS FORM 990, PART VI, SECTION A, LINE 6 & 7A GOVERNING BODY AND MANAGEMENT: BHI RETIREMENT COMMUNITIES, INC. (BHIRC) IS THE SOLE MEMBER OF WESLEY MANOR. BHIRC HOLDS THE ABILITY TO APPOINT A MAJORITY OF THE INDIVIDUALS SERVING ON THE BOARD OF DIRECTORS OF WESLEY MANOR. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: THE CORPORATE OFFICERS REVIEW THE FORM 990 PRIOR TO THE FILING OF THE RETURN. THE FORM 990 IS ALSO REVIEWED BY THE BOARD OF DIRECTORS AND AN INDEPENDENT ACCOUNTING FIRM PRIOR TO THE FILING. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: ALL WESLEY MANOR REPRESENTATIVES ARE REQUIRED TO IMMEDIATELY DISCLOSE ANY POTENTIAL OR PERCEIVED CONFLICT OF INTEREST AT THE TIME IT DEVELOPS BY SUBMITTING A COMPLETED CONFLICT OF INTEREST STATEMENT FORM. THE STATEMENT SHALL BE FORWARDED TO THE CORPORATE COMPLIANCE OFFICER FOR REVIEW BY THE CORPORATE COMPLIANCE, INTERNAL AUDIT, AND RISK MANAGEMENT COMMITTEE OF THE WESLEY MANOR BOARD OF DIRECTORS. IN ADDITION, BOARD OF DIRECTORS, OFFICERS, EXECUTIVE DIRECTORS, AND OTHER DESIGNATED PERSONS ARE REQUIRED TO COMPLETE THE CONFLICT OF INTEREST STATEMENT TO DISCLOSE OR RE-DISCLOSE ANY CONFLICT OF INTEREST ON AN ANNUAL BASIS. IN ADDITION, THE BOARD OF DIRECTOR MEMBERS SHALL REVIEW AND SUBMIT A SIGNED CODE OF PROFESSIONAL ETHICS STATEMENT ON AN ANNUAL BASIS. THE STATEMENTS WILL BE REVIEWED BY THE CORPORATE COMPLIANCE COMMITTEE AND WILL RESULT IN ONE OF THE FOLLOWING ACTIONS; THE DISCLOSED CONFLICT SHALL BE APPROVED AS SUBMITTED. THE DISCLOSED CONFLICT SHALL NOT BE APPROVED AS SUBMITTED AND SPECIFIC REQUIREMENTS SHALL BE DEVELOPED BY THE CORPORATE COMPLIANCE COMMITTEE REGARDING ACTIONS TO BE TAKEN BY THE INDIVIDUAL TO RESOLVE THE CONFLICT. THE DISCLOSED CONFLICT SHALL BE APPROVED WITH THE REQUIREMENT OF SPECIFIED PROCEDURES TO BE IMPLEMENTED AND THEREAFTER MONITORED BY THE CORPORATE COMPLIANCE COMMITTEE TO ENSURE PROPER MANAGEMENT OF THE IDENTIFIED CONFLICT. CORPORATE COMPLIANCE COMMITTEE TO ENSURE PROPER MANAGEMENT OF THE IDENTIFIED CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A & 15B REVIEW OF EXECUTIVE DIRECTOR AND MANAGEMENT COMPENSATION: SUGGESTED COMPENSATION FOR EVERY OFFICER, CORPORATE STAFF MEMBER, DIRECTOR OF NURSING, AND CHAPLAIN IS PRESENTED AT THE BEGINNING OF THE YEAR TO THE EXECUTIVE COMMITTEE OF THE BOARD WHERE IT IS REVIEWED AND/OR APPROVED. THE COMPENSATION REVIEW WAS CONDUCTED BY THE EXECUTIVE COMMITTEE OF BOARD OF DIRECTORS DURING THE FIRST QUARTER OF THE YEAR. THE OFFICERS ARE COMPENSATED THROUGH A RELATED ORGANIZATION, BHI RETIREMENT COMMUNITIES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: THE FINANCIAL STATEMENTS, INCLUDING FORM 990 AND THE AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART 1, LINE 1 DESCRIPTION OF ORGANIZATION MISSION: Community seking to enhance the quality of life for retired persons, encouraging independence within a secure enviromnet which supports the individual's intellectual, physical, and spiritual needs; providing opportunities for fellowship and service that will encourage personal fulfillment and happiness; and to make available a variety of social opportunities, programs, and activities that will allow residents to remain in the mainstream of life. Wesley Manor also serves low-income communitites through housing, public improvements and amenities in order to improve quality of life. 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