2018-10-31T08:02:16-05:00 2017-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2017-01-01 232090256 MARTINS RUN MART 2153540565 626 JACKSONVILLE ROAD NO 200 WARMINSTER PA 18974 KEN FRANIAK CFO 2153540565 2018-10-23 1 VICKI RAIVITCH CPA P02060731 2156433900 67.137.57.251 2018-10-23 12:50:50 ED P 78C7C00D50616E2D554BFF091F9AC1ABF794A7F9 1A53DBAE8AE3BFC29E9AECF52760C2CD4F90396B 2017 2019-02-21 02:37:17Z WESLEY ENHANCED LIVING MAIN LINE JEFF PETTY 626 JACKSONVILLE ROAD NO 200 WARMINSTER PA 18974 14680064 0 X WWW.WEL.ORG X 1978 PA TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES, PROVIDING INDEPENDENT APARTMENT LIVING, PERSONAL CARE, AND SKILLED NURSING CARE. 3 0 282 92 -11033 -11033 193764 99493 14963704 13712161 123756 395996 355815 414424 15637039 14622074 196707 156997 0 0 7502671 7300298 0 0 0 6897586 7978425 14596964 15435720 1040075 -813646 28544941 52364483 23948808 48745409 4596133 3619074 X MARTINS RUN, DBA WESLEY ENHANCED LIVING MAIN LINE, OFFERS INDEPENDENT LIVING APARTMENTS, PERSONAL CARE, AND SKILLED NURSING CARE THAT FOSTER SENIORS' INDEPENDENCE, DIGNITY, AND WELLBEING. CHARITABLE SUPPORT HELPS US PROVIDE: ENHANCED CULTURAL, EDUCATIONAL, AND RECREATIONAL PROGRAMS THAT KEEP OUR RESIDENTS ACTIVE AND ENGAGED; NEW TECHNOLOGY THAT IMPROVES THE QUALITY OF CARE AND RESIDENT LIFE; AND UNPDATED CAMPUS FACILITIES. THE GENEROSITY OF OUR DONORS ALSO MAKES IT POSSIBLE FOR US TO PROVIDE FINANCIAL ASSISTANCE TO RESIDENTS WHO HAVE OUTLIVED THEIR RESOURCES, THUS ENABLING THEM TO REMAIN IN OUR COMMUNITY. IT ALSO HELPS US BRIDGE THE GAP BETWEEN REIMBURSEMENT AND THE COST OF CARE FOR OUR RESIDENTS RECEIVING SKILLED NURSING CARE WHO DEPEND ON MEDICAL ASSISTANCE. 0 0 11945344 156997 13712161 SENIOR HOUSING, HEALTH CARE AND RELATED SERVICES PROVIDED THROUGH THE OPERATIONS OF A 60 BED SKILLED NURSING HOME, 30 BED PERSONAL CARE UNIT AND 163 INDEPENDENT LIVING UNITS. WITH A MISSION TO ENRICH THE LIVES OF ITS RESIDENTS THROUGH A FOCUS ON THE WHOLE PERSON - MIND, BODY, AND SPIRIT. 11945344 1 1 0 0 0 0 0 1 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 84 0 282 1 1 1 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X KEN FRANIAK CFO CO WESLEY ENHANCED LIVING 2153540565 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 JEFF PETTY PRESIDENT & CEO 1.00 45.00 X X 0 459037 56521 KEN FRANIAK CFO 1.00 44.00 X X 0 262524 22315 RHONDA QUINLAN EXECUTIVE DIRECTOR 40.00 1.00 X X 119311 0 13941 LINDA STERHOUS EXECUTIVE DIRECTOR-LEFT JULY 2017 40.00 1.00 X X 108753 0 11165 228064 721561 103942 2 0 1 0 UR NEW HOME 20 PO BOX 401 SWARTHMORE PA 19081 BUILDING IMPROVEMENTS 253490 COZEN O'CONNOR 1200 19TH STREET NW WASHINGTON DC 20036 THERAPY AUDIT-LEGAL 200849 DAVID F REITZEN JR 104 WALTERS AVENUE DELANCO NJ 08075 MARKETING 133892 3 99493 99493 INDEPENDENT LIVING UNIT 623000 4558173 4558173 SKILLED NURSING 623000 4495403 4495403 AMORTIZATION OF ENTRANCE FEES 623000 3174195 3174195 PERSONAL CARE REVENUE 623000 1484390 1484390 13712161 86185 86185 8000 500 7500 7500 7500 309811 0 309811 309811 309811 71338 41130 30208 30208 5327 16360 -11033 -11033 DINING REVENUE 900099 209068 209068 178681 178681 387749 14622074 13712161 -11033 821453 156997 156997 253170 253170 5849813 5150339 699474 229550 197904 31646 500558 426804 73754 467207 417354 49853 700000 700000 293048 293048 24820 24820 696833 416738 280095 307483 307483 256659 144138 112521 1343319 1151848 191471 -5768 9412 -15180 751401 601121 150280 1940914 1552731 388183 75958 60766 15192 SUPPLIES 787411 662816 124595 FOOD 749957 743206 6751 BAD DEBT 56390 56390 15435720 11945344 3490376 0 515553 418325 974677 739705 1325503 903210 167482 146676 22115658 2836696 19395006 19278962 1400678 27319050 4632533 3550533 133509 8022 28544941 52364483 2150441 2645877 14471342 11150376 87707 676913 6122708 31515222 1116610 2757021 23948808 48745409 X 3732044 3063489 686281 377777 177808 177808 4596133 3619074 28544941 52364483 -813646 -163413 0 X 0 1 X 1 0 X 265858 367636 6496287 193764 99493 7423038 14032680 14262563 14128972 14963704 13712161 71100080 14298538 14630199 20625259 15157468 13811654 78523118 40000 2724 6221 48945 0 40000 2724 6221 48945 78474173 114808 98802 146601 43825 94185 498221 114808 98802 146601 43825 94185 498221 4807 1885 2125 30208 39025 406811 300399 456571 328054 387749 1879584 14824964 15031285 21228431 15531472 14323796 80939948 0.96950 0.96750 0.00620 0.00850 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: GUEST MEALS AND ANCILLARY INCOME - 2013 AMOUNT: $ 212,421. 2014 AMOUNT: $ 189,433. OTHER INCOME - 2013 AMOUNT: $ 194,390. 2014 AMOUNT: $ 110,966. 2015 AMOUNT: $ 456,571. 2016 AMOUNT: $ 328,054. 2017 AMOUNT: $ 178,681. DINING REVENUE - 2017 AMOUNT: $ 209,068. X SPECIAL SERVICES 0 0 1 X 397745 99493 156997 340241 435262 159190 196707 397745 284136 317359 166233 435262 312416 98026 126306 284136 332256 59158 78998 312416 0.39000 0.61000 0 0 6350000 6350000 13752376 2343430 11408946 1657934 463758 1194176 355348 29508 325840 19278962 CHARITABLE GIFT ANNUITIES 5960 DUE TO AFFILIATES 2751061 2757021 X 14302165 -163413 -156997 -320410 14622575 -500 -500 14622075 15279223 500 500 15278723 156997 156997 15435720 PART III, LINE 4: MARTINS RUN HAS BEEN LOANED, INDEFINITELY, TORAH SCROLLS FROM THE HOLOCAUST. THESE SCROLLS WERE PROTECTED DURING WORLD WAR II AND SUBSEQUENTLY BEEN MADE KOSHER. THE SCROLLS ARE USED FOR SPECIAL SERVICES TO CONNECT THE RESIDENTS WITH THEIR HISTORY. 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 V, LINE 4: TO FUND RESIDENTS WHO HAVE RUN OUT OF FUNDS PART X, LINE 2: MARTINS RUN 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 RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDEAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: BENEVOLENT CARE -156,997. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENT EXPENSE- ELECTRICITY ALLOCATION -500. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE- ELECTRICITY ALLOCATION 500. PART XII, LINE 4B - OTHER ADJUSTMENTS: BENEVOLENT CARE 156,997. LEADERSHIP AWARD 45196 45196 675 8295 6872 2500 11742 WALK-A-THON 26142 26142 100 3853 28 300 6765 71338 71338 775 12148 6900 2800 18507 41130 30208 1 RESIDENT ASSISTANCE FUND 9 156997 PART I, LINE 2: MARTINS RUN MAINTAINS A RESIDENT ASSISTANCE RESTRICTED FUND. CONTRIBUTIONS MADE TO THE FUND ARE USED TO PAY MONTHLY FEES FOR ELIGIBLE RESIDENTS. ELIGIBILITY MUST BE FORMALLY APPROVED PRIOR TO DISBURSEMENT. 0 1 0 0 0 0 0 0 0 JEFF PETTY PRESIDENT & CEO 0 389896 0 51141 0 18000 0 48623 0 7898 0 515558 0 0 KEN FRANIAK CFO 0 247074 0 15450 0 0 0 14735 0 7580 0 284839 0 0 PART I, LINE 3 COMPENSATION FOR THE CEO AND ITS DIRECT REPORTS IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF WESLEY ENHANCED LIVING (RELATED ORGANIZATION). 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 PANPHA AND OTHER BENCHMARKS. THIS WAS LAST COMPLETED IN 2017. PART I, LINE 4B JEFF PETTY $18,000 KEN FRANIAK $11,846 FORM 990, PART VI, SECTION A, LINE 1 THE BOARD OF TRUSTEES MAY DELEGATE FROM TIME TO TIME CERTAIN POWERS TO THE CHAIR AND EXECUTIVE COMMITTEE AS MAY BE NEEDED OR AS MAY BE REQUIRED TO TRANSACT BUSINESS ON BEHALF OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 6 EVANGELICAL SERVICES FOR THE AGING IS SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A EVANGELICAL SERVICES FOR THE AGING APPOINTS THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE BOARD OF DIRECTORS OF EVANGELICAL SERVICES FOR THE AGING: APPROVAL OF THE ANNUAL BUDGET; THE OCCURENCE OF DEBTS NOT INCLUDED IN THE APPROVED BUDGET; THE PURCHASE, SALE, OR LEASE BY OR TO THE CORPORATION OF REAL PROPERTY; THE CREATION OR AMENDMENTS TO THE CONTRACTS WITH RESIDENTS OR OTHER USERS OF CORPORATION SERVICES; TRANSFERS OF FUNDS OR PROPERTY TO OTHER CORPORATIONS FOR WHICH EVANGELICAL SERVICES FOR THE AGING IS THE SOLE MEMBER; ANY AMENDMENT TO THE CORPORATION'S AMENDED AND RESTATED ARTICLES OF INCORPORATION OR BYLAWS. 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 C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. EVANGELICAL MANOR C/O 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 230563550 OPERATE A CCRC PA 501C(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 MAPLE VILLAGE C/O 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 232810902 OPERATE A CCRC PA 501C(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 NORTH AMERICAN BAPTIST HOME FOR THE AGED C/O 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 231401533 OPERATE A CCRC PA 501C(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 NEW HERITAGE TOWERS C/O 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 232366563 OPERATE A CCRC PA 501C(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 EVANGELICAL SERVICES FOR THE AGING C/O 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 232648022 OPERATE A CCRC PA 501C(3) LINE 12C, III-FI N/A 0 STAPELEY HALL C/O 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 232145152 OPERATE A CCRC PA 501C(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 MARTINS RUN HOME PARTNERS C/O 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 272268177 OPERATES A HOME CARE AGENCY PA 501C(3) LINE 10 MARTINS RUN 1 EVANGELICAL SERVICES FOR THE AGING FOUNDATION C/O 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 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 MARTINS RUN HOME PARTNERS D 102571 FMV MARTINS RUN HOME PARTNERS O 1153634 FMV