2018-10-31T08:00:21-05:00 2017-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2017-01-01 232648022 EVANGELICAL SERVICES FOR THE AGING EVAN 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 12:47:39 ED P 78C7C00D50616E2D554BFF091F9AC1ABF794A7F9 1A53DBAE8AE3BFC29E9AECF52760C2CD4F90396B 2017 2018-06-14 16:35:46Z WESLEY ENHANCED LIVING JEFF PETTY 626 JACKSONVILLE ROAD NO 200 WARMINSTER PA 18974 4701424 0 3423 X WWW.WEL.ORG X 1989 PA TO PROMOTE THE GENERAL HEALTH, WELFARE AND SECURITY OF THE ELDERLY. 13 13 45 13 0 0 0 0 4610986 4697044 8681 1085 843 3295 4620510 4701424 0 0 0 0 3418587 3543362 0 0 0 1642727 1535774 5061314 5079136 -440804 -377712 18227196 20166189 21701473 24018178 -3474277 -3851989 TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES. 0 0 4137309 AGING SERVICES PROVIDED TO PROMOTE GENERAL HEALTH, WELFARE, AND SECURITY OF THE SENIOR RESIDENTS; AND TO PLAN FOR, AND DEVELOP, NEW PROGRAMS AND SERVICES TO MEET SOCIAL, HEALTH, AND PERSONAL NEEDS OF SENIOR CITIZENS. 630033 559735 PILGRIM GARDENS SENIOR HOUSING, L.P IS A LOW INCOME HOUSING PROJECT WHICH SERVES SENIOR CITIZENS. 630033 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 0 0 0 1 50 0 45 1 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 HARRY SYMONS BOARD CHAIR 1.00 X X 0 0 0 SCOTT WETHERBEE BOARD VICE CHAIR 1.00 X X 0 0 0 GEORGE J PINEL CPA TREASURER 1.00 X X 0 0 0 KYLE EVANS BOARD MEMBER 1.00 1.00 X 0 0 0 WAYNE KOSICK BOARD MEMBER 1.00 X 0 0 0 KEVIN PASQUAY BOARD MEMBER 1.00 X 0 0 0 RICHARD WELLS SECRETARY 1.00 X X 0 0 0 JERRY KLINE BOARD MEMBER 1.00 X 0 0 0 AL TAUBENBERGER BOARD MEMBER 1.00 X 0 0 0 TOM PANZER BOARD MEMBER 1.00 X 0 0 0 MARY WHITE 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 459037 0 56521 KEN FRANIAK CFO 37.00 8.00 X 262524 0 22315 ROCHELLE BALLET VP OF MARKETING 40.00 X 229818 0 14603 PATRICIA LAMOREUX VP OF HUMAN POTENTIAL 40.00 X 172632 0 17314 SUZANNE MATTHEWS CORP DIRECTOR OF BILLING & REIMBURSEMENT 40.00 X 114324 0 14000 MICHAEL A DESTEFON CORP DIRECTOR OF THERAPY 40.00 X 145584 0 6884 SHARON MARGUILIES DIRECTOR OF MARKETING 40.00 X 162718 0 14099 CATHERINE HECKMAN CONTROLLER 40.00 X 111727 0 2626 JAROSLAV DYKYJ CORP DIRECTOR OF QUALITY ASSURANCE 40.00 X 147110 0 3379 1805474 0 151741 9 0 1 0 SMARTLINX SOLUTIONS 33 THORNALL STREET 4TH FLOOR EDISON NJ 08837 PAYROLL 184352 1 MANAGEMENT FEES 623990 4137309 4137309 INDEPENDENT LIVING 623990 559735 559735 4697044 1085 1085 MISCELLANEOUS INCOME 623990 3295 3295 3295 4701424 4697044 0 4380 800397 800397 1948723 60768 1887955 77526 4020 73506 483363 4392 478971 233353 3453 229900 189653 189653 99212 99212 38659 38659 44691 44691 69188 69188 114295 4009 110286 314915 78427 236488 13166 13166 83125 66500 16625 427119 322888 104231 37867 37867 RECRUITING FEES 51856 51856 REPAIRS AND MAINTENANCE 40885 40885 FOOD 7714 7714 LICENSES 2941 2941 488 488 5079136 630033 4449103 0 346252 141150 19772 10789 171348 148589 12206818 2906737 9619669 9300081 109375 90199 7960780 10475381 18227196 20166189 1547419 1441421 43616 47801 12693031 12646131 7417407 9882825 21701473 24018178 X -3474277 -3851989 -3474277 -3851989 18227196 20166189 -377712 0 X 0 1 X 1 0 X X X 8 EVANGELICAL MANOR 230563550 10 0 0 0 NEW HERITAGE TOWERS 232366563 10 0 0 0 NORTH AMERICAN BAPTIST HOME FOR THE AGED 231401533 10 0 0 0 MAPLE VILLAGE 232810902 10 0 0 0 EVANGELICAL SERVICES FOR THE AGING FOUNDATION 231971878 10 0 0 0 STAPELEY HALL 232145152 10 0 0 0 MARTINS RUN 232090256 10 0 0 0 MARTINS RUN HOME PARTNERS 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 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 11709243 2549104 9160139 482575 357633 124942 9300081 DUE FROM RELATED PARTIES 9503563 RESTRICTED DEPOSITS AND RESERVE FUNDS 924017 TENANT SECURITY DEPOSITS 47801 10475381 DUE TO RELATED PARTIES 9882825 9882825 X 4701424 0 4701424 0 4701424 5079136 0 5079136 0 5079136 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 389896 0 51141 0 18000 0 48623 0 7898 0 515558 0 0 0 KEN FRANIAK CFO 247074 0 15450 0 0 0 14735 0 7580 0 284839 0 0 0 ROCHELLE BALLET VP OF MARKETING 216258 0 13560 0 0 0 12919 0 1684 0 244421 0 0 0 PATRICIA LAMOREUX VP OF HUMAN POTENTIAL 162332 0 10300 0 0 0 10001 0 7313 0 189946 0 0 0 MICHAEL A DESTEFON CORP DIRECTOR OF THERAPY 140584 0 5000 0 0 0 0 0 6884 0 152468 0 0 0 SHARON MARGUILIES DIRECTOR OF MARKETING 162718 0 0 0 0 0 7286 0 6813 0 176817 0 0 0 JAROSLAV DYKYJ CORP DIRECTOR OF QUALITY ASSURANCE 147110 0 0 0 0 0 2308 0 1071 0 150489 0 0 0 PART I, LINE 4B JEFF PETTY $18,000 KEN FRANIAK $11,846 ROCHELLE BALLET $10,428 PATRICIA LAMOREUX $7,914 A PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT 232237287 717824AR7 2017-08-15 97206142 REFINANCING 0 0 0 A 97206142 6130045 185082 1903700 15260354 58744703 14982258 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 PANPHA AND OTHER BENCHMARKS. THIS WAS LAST COMPLETED IN 2017. 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 564689 10199209 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 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 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 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 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 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 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 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 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 0 0 0 0 EVANGELICAL MANOR L 661204 FMV NEW HERITAGE TOWERS L 1505704 FMV MAPLE VILLAGE L 507536 FMV MARTINS RUN L 700000 FMV STAPELEY HALL D 1360029 FMV EVANGELICAL MANOR D 367980 FMV NORTH AMERICAN BAPTIST HOME FOR THE AGED D 4641878 FMV MAPLE VILLAGE E 635637 FMV EVANGELICAL SERVICES FOR THE AGING FOUNDATION E 267197 FMV NEW HERITAGE TOWERS E 8597375 FMV MAPLE VILLAGE D 27468849 FMV NEW HERITAGE TOWERS D 21555936 FMV MAPLE VILLAGE O 180585 FMV NEW HERITAGE TOWERS O 81359 FMV NORTH AMERICAN BAPTIST HOME FOR THE AGED O 42525 FMV NORTH AMERICAN BAPTIST HOME FOR THE AGED L 163419 FMV STAPELEY HALL L 578761 FMV EVANGELICAL MANOR D 20982109 FMV STAPELEY HALL D 22990504 FMV MARTINS RUN D 31747603 FMV MARTINS RUN D 2751060 FMV