2017-08-15T14:03:08-05:00 2016-09-30 570381582 ELLIOTT DAVIS DECOSIMO LLC PLLC ONE 10TH STREET SUITE 400 AUGUSTA GA 30901 990 2015-10-01 570524661 WESLEY COMMONS WESL 8642277250 1110 MARSHALL ROAD GREENWOOD SC 29646 DAVID BUCKSHORN PRESIDENT & CEO 8642277250 2017-08-14 1 JESSICA C CAIN CPA P01276209 7067229090 2015 2021-01-29 14:40:06Z DAVID BUCKSHORN 1110 MARSHALL ROAD GREENWOOD SC 29646 21532593 0 X WWW.WESLEYCOMMONS.ORG X 1969 SC ENRICHING LIVES BY PROVIDING INNOVATIVE LIVING OPPORTUNITIES IN ACCORD WITH CHRISTIAN PRINCIPLES. 21 21 391 119 0 0 814367 456329 16560464 17272758 449328 64036 0 0 17824159 17793123 0 0 0 0 7873345 8487327 0 0 76956 10579390 10742651 18452735 19229978 -628576 -1436855 52506413 55413184 49249337 53187335 3257076 2225849 X ENRICHING LIVES BY PROVIDING INNOVATIVE LIVING OPPORTUNITIES IN ACCORD WITH CHRISTIAN PRINCIPLES. 0 0 6530343 7076003 INDEPENDENT LIVING - WESLEY COMMONS IS A MASTER PLANNED, FULL-SERVICE CONTINUING CARE RETIREMENT COMMUNITY LOCATED ON OVER 140 BEAUTIFUL WOODED ACRES IN GREENWOOD, SOUTH CAROLINA. THE COMMUNITY OFFERS A FULL RANGE OF SERVICES FOR SENIOR ADULTS - A VARIETY OF INDEPENDENT RESIDENTIAL LIVING NEIGHBORHOODS, WITH THE SECURITY OF QUALITY AND CARING OPTIONS FOR ASSISTED LIVING, ALZHEIMER'S AND DEMENTIA CARE, AND SKILLED NURSING RIGHT ON OUR CAMPUS. THIS GIVES RETIREES THE FREEDOM TO SHAPE THEIR OWN RETIREMENT LIFESTYLE WITH COMFORT AND SECURITY. 7044980 7457557 SKILLED NURSING - SURROUNDED BY LUSH LANDSCAPING AND ROLLING GREEN MEADOWS, WESLEY COMMONS HEALTH CARE CENTER IS A LIVELY AND INVITING PLACE. ORIGINALLY OPENED IN 1971, THE HEALTH CARE CENTER HAS 102 PRIVATE ROOMS WITH PRIVATE BATHS. ALL ROOMS OFFER AMPLE SPACE FOR FAMILY VISITS AND A CALM ENVIRONMENT THAT IS CONDUCIVE TO THE HIGHEST QUALITY OF LIFE. THE HEALTH CARE CENTER IS CERTIFIED BY MEDICARE AND MEDICAID AND OFFERS 24-HOUR PROFESSIONAL LICENSED SKILLED NURSING CARE.COMPLETELY RENOVATED IN 1997, THE HEALTH CARE CENTER WAS DESIGNED WITH A RESIDENTIAL, RATHER THAN MEDICAL, MODEL. THIS INNOVATIVE CONCEPT HAS RESULTED IN A CENTER FOCUSED ON THE WHOLE PATIENT, TAKING INTO ACCOUNT THEIR PHYSICAL ENVIRONMENT, THEIR EMOTIONAL STATE, AND THEIR SPIRITUAL WELL-BEING. A VARIETY OF SERVICES ARE PROVIDED IN OUR HEALTH CARE CENTER, SUCH AS: REHABILITATION (INCLUDING OCCUPATIONAL AS WELL AS PHYSICAL AND SPEECH THERAPY); INTRAVENOUS AND WOUND CARE; HOSPICE SERVICES; COMFORT CARE (INCLUDING PAIN AND SYMPTOM MANAGEMENT THERAPY); INTERNAL FEEDINGS; OXYGEN THERAPY. 2171269 2465299 ASSISTED LIVING - PALMETTO PLACE ASSISTED LIVING IS A BEAUTIFUL PART OF WESLEY COMMONS COMMUNITY THAT OFFERS AN ENVIRONMENT THAT ENCOURAGES INDEPENDENCE AND SELF-WORTH, WHILE PROVIDING ASSISTANCE WITH EVERYDAY ACTIVITIES. WE ARE DESIGNED ALL-INCLUSIVELY TO PROVIDE SENIOR ADULTS WITH INDIVIDUALIZED ASSISTANCE WITH ACTIVITIES OF DAILY LIVING SUCH AS BATHING, DRESSING, MEALS, MEDICATION MANAGEMENT/ADMINISTRATION AND CAREFREE LIVING. OUR RESIDENTS ENJOY DINING IN A RESTAURANT-STYLE ATMOSPHERE WHERE THEIR NEEDS AND DESIRES ARE MET BY A WAIT STAFF. THERE IS ALSO A FULL ARRAY OF ACTIVITIES TO STIMULATE THEIR MINDS AND BODIES. WE ENCOURAGE THESE RESIDENTS TO PARTAKE IN THE FITNESS ACTIVITIES OFFERED IN OUR WELLNESS COMPLEX, FULLY EQUIPPED WITH A WEIGHT ROOM, EXERCISE ROOM, AND POOL WITH MEN AND WOMEN'S LOCKER ROOMS.JASMINE COTTAGE IS SOMETHING THAT YOU MUST "SEE TO BELIEVE". IT IS A 12-BED CONTROLLED ACCESS FACILITY DESIGNED FOR THE PERSON THAT HAS ALZHEIMER'S DISEASE OR OTHER DEMENTIA RELATED ILLNESSES. OUR STAFF HAS BEEN GIVEN EXCEPTIONAL TRAINING TO DEAL WITH THE VERY SPECIAL CARE THAT THE ALZHEIMER'S RESIDENT REQUIRES. SPECIALIZED PROGRAMMING OFFERS MANY ACTIVITIES THAT PROVIDE RESIDENTS THE OPPORTUNITY TO EXPERIENCE AN ENHANCED QUALITY OF LIFE. OUR FAMILY STYLE DINING, "LIFE SKILLS" AREAS, AND SNOEZELEN ROOM ADD TO THE HOMELIKE ENVIRONMENT AND WELL BEING OF THE RESIDENT. THE SNOEZELEN ROOM (DUTCH FOR "SNIFFING AND "DOZING") IS AN ENJOYABLE AND RELAXING ENVIRONMENT THAT STIMULATES ALL FIVE SENSES, WHILE OUR "LIFE SKILLS" AREAS ARE DESIGNED TO ENCOURAGE RESIDENTS TO REMEMBER A LIFE THAT IS BOTH COMFORTABLE AND FAMILIAR. 222261 273899 HOME HEALTH SERVICES 222261 273899 15968853 1 1 0 0 0 0 0 0 0 1 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 1 0 0 0 0 0 1 0 0 0 1 34 0 391 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X SUSAN CRIBBS 8642277290 1110 MARSHALL ROAD GREENWOOD SC 29646 MR LB ADAMS JR TRUSTEE 0.20 X 0 0 0 MR JOE CHANDLER TRUSTEE 0.20 X 0 0 0 MRS ANNE B DRAKE TRUSTEE 0.20 X 0 0 0 MR EMIL FINLEY TRUSTEE 0.20 X 0 0 0 MRS ADELAIDE C JOHNSON VICE-CHAIRMAN OF BOARD 0.20 X 0 0 0 MR FRED MURPHY TRUSTEE 0.20 X 0 0 0 MS JOY B STEVERSON TRUSTEE 0.20 X 0 0 0 MRS TERESA WARNER SECRETARY 0.20 X 0 0 0 REV PETER BERNTSON TRUSTEE 0.20 X 0 0 0 REV DR MARVIN CALDWELL TRUSTEE 0.20 X 0 0 0 REV EUGENE L CURRY TRUSTEE 0.20 X 0 0 0 REV JAMES F PATTERSON CHAIRMAN OF BOARD 0.20 X 0 0 0 REV GAYLE SUMMEY TRUSTEE 0.20 X 0 0 0 REV HARLAN E WILSON JR TRUSTEE 0.20 X 0 0 0 REV MATTHEW YON TRUSTEE 0.20 X 0 0 0 DR L JULIA BALL TRUSTEE 0.20 X 0 0 0 MR J ROBERT MAUNEY TRUSTEE 0.20 X 0 0 0 REV ROBERT E STILLWELL TRUSTEE 0.20 X 0 0 0 REV SANDRA KING TRUSTEE 0.20 X 0 0 0 REV GROVER PUTNAM TRUSTEE 0.20 X 0 0 0 DAVID BUCKSHORN PRESIDENT/CEO 55.00 X 326485 0 7045 SUSAN CRIBBS CFO 50.00 X 194958 0 0 KIMBERLY HOLMES VP OF OPERATIONS 50.00 X 153236 0 2426 ROBERT REAGIN VP OF BUSINESS DEVELOPMENT 40.00 X 129955 0 0 KENNETH MCCLENDON HIGHEST COMPENSATED EMPLOY 40.00 X 129684 0 0 934318 0 9471 5 0 1 0 TRIANGLE CONSTRUCTION CO INC 2624 LAURENS RD GREENVILLE SC 29607 CONSTRUCTION 5571869 ULDRICK BUILDERS 2104 SC-72 GREENWOOD SC 29649 BUILDING CONTRACTOR 4075901 REHABCARE GROUP INC 1415 PARKWAY GREENWOOD SC 29646 THERAPY PROVIDER 1954922 JOEL'S FLOOR COVERINGS 902 MONTAGUE AVENUE GREENWOOD SC 29649 FLOORING CONTRACTOR 1040367 SCOTT SORROW 2503 MONTAGUE AVE EXT GREENWOOD SC 29649 PAINT CONTRACTOR 806525 14 456329 456329 HEALTHCARE SERVICES 623000 9409663 9409663 MONTHLY SERVICE FEES 623990 6371346 6371346 EARNED ENTRANCE FEES 623990 1033879 1033879 OTHER REVENUE 623990 361511 361511 FOOD SERVICE INCOME 623990 96359 96359 17272758 117228 117228 3686278 3739470 -53192 -53192 -53192 17793123 17272758 0 64036 684150 157104 527046 7017714 6004073 950827 62814 181285 181285 72499 22933 49566 531679 431703 95248 4728 125894 20413 105481 170128 9690 159238 1200 174918 23709 148862 2347 115302 115302 911312 910393 919 57764 13210 44554 108845 18545 88907 1393 1552146 1552146 2415723 2415723 1024995 536725 488270 CONTRACT SERVICES 1570102 1524543 45559 FOOD 827406 827406 UTILITIES 743402 725602 17800 OTHER 596524 483329 109181 4014 348190 291606 56124 460 19229978 15968853 3184169 76956 575 575 1848255 2021063 984281 704136 58000 0 84700 59780 104049 53142 65988487 33630691 33514744 32357796 8356701 8632950 7555108 11583742 52506413 55413184 1241133 1950370 16840881 17812093 30065837 32341943 1101486 1082929 49249337 53187335 X 2342650 1235222 242392 318593 672034 672034 3257076 2225849 52506413 55413184 -1436855 405628 0 X 0 1 X 1 0 X 399476 377662 317575 814367 456329 2365409 15798320 16718478 16924984 16560464 17272758 83275004 16197796 17096140 17242559 17374831 17729087 85640413 0 0 0 85640413 427980 355874 384894 401906 117228 1687882 427980 355874 384894 401906 117228 1687882 16625776 17452014 17627453 17776737 17846315 87328295 0.98070 0.97650 0.01930 0.02350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4113023 294823 117514 4290332 4561666 -58637 390006 4113023 4249435 50000 348802 86571 4561666 3936353 74012 324979 85909 4249435 3530641 490840 85128 3936353 0.79570 0.15660 0.04770 0 0 749002 749002 54910010 25783680 29126330 4499349 3273088 1226261 5830126 4573923 1256203 32357796 DEVELOPMENT IN PROGRESS 5262350 BOND ISSUE COSTS 704036 INTEREST IN ASSETS HELD BY OTHERS 933210 ASSETS WHOSE USE IS LIMITED(BOND RESTRICTED) 4299650 CONTRIBUTION RECEIVABLE 384496 11583742 ACCRUED INTEREST 779156 ADVANCE PAYMENT FROM RESIDENTS 24388 DEPOSITS 279385 1082929 X PART X, LINE 2: WHEN TAX RETURNS ARE FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD BE ULTIMATELY SUSTAINED. MANAGEMENT IS NOT AWARE OF ANY MATERIAL UNCERTAIN TAX POSITIONS AND NO LIABILITY HAS BEEN RECOGNIZED AT SEPTEMBER 30, 2016 OR 2015. IF APPLICABLE, INTEREST AND PENALTIES ASSOCIATED WITH UNRECOGNIZED TAX BENEFITS ARE CLASSIFIED AS ADDITIONAL INCOME TAXES IN THE STATEMENT OF ACTIVITY. WESLEY COMMONS IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO SEPTEMBER 30, 2013. X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 DAVID BUCKSHORN PRESIDENT/CEO 280195 0 46290 0 0 0 5660 0 1385 0 333530 0 0 0 SUSAN CRIBBS CFO 178953 0 16005 0 0 0 0 0 0 0 194958 0 0 0 KIMBERLY HOLMES VP OF OPERATIONS 136468 0 16768 0 0 0 1896 0 530 0 155662 0 0 0 A SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY 576000286 837033JT7 2006-10-01 35265000 ADVANCE REFUNDING OF THE ISSUER'S OUTSTANDING SERIES 2000 AND 2004 BONDS 0 0 0 A 0 0 0 0 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 FRED MURPHY TRUSTEE OF WESLEY COMMONS, EMPLOYEE OF COUNTYBANK 58010 DECISIONS ARE MADE IN ACCORDANCE WITH PROPER CONFLICT OF INTEREST PROCEDURES WHICH ARE DESIGNED TO UPHOLD THE HIGHEST OF ETHICAL STANDARDS. MORE INFORMATION REGARDING THE ORGANIZATION'S CONFLICT OF INTEREST POLICY MAY BE FOUND IN SCHEDULE O. 0 FORM 990, PART VI, SECTION B, LINE 11 AS SOON AS THE RETURN IS COMPLETED, THE CFO AND CEO WILL REVIEW THE RETURN. AFTER THEIR REVIEW ASSUMING THAT THERE ARE NO CHANGES, A COPY OF THE RETURN WILL BE MAILED/E-MAILED TO EACH BOARD OF TRUSTEE MEMBER WITH A REQUEST THAT THEY REVIEW THE RETURN. THE COMMUNICATION WILL INSTRUCT THEM THAT THEY ARE TO RESPOND ONLY IF THEY HAVE A PROBLEM WITH THE RETURN AND THAT IF WE DO NOT HEAR FROM THEM THAT THIS WILL BE CONSIDERED THAT THEY HAVE REVIEWED AND AFFIRM THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE REQUIRED TO BE COMPLETED AT THE ANNUAL MEETING OF THE BOARD OF TRUSTEES. FORMS ARE KEPT ON FILE WITH THE OFFICIAL BOARD MINUTES. THE CHAIRMAN AND THE PRESIDENT/CEO ARE RESPONSIBLE FOR REVIEWING THE FORMS AND MONITORING COMPLIANCE WITH THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 WESLEY COMMONS BOARD OF TRUSTEES ENGAGES AN INDUSTRY KNOWLEDGEABLE THIRD PARTY AGENCY TO CONDUCT INVESTIGATIONS AND MAKE RECOMMENDATIONS AS TO THE COMPENSATION ON CERTAIN KEY POSITIONS OF WESLEY COMMONS. THE RECOMMENDATIONS ARE THEN REVIEWED AND USED BY THE WESLEY COMMONS BOARD IN THE DETERMINATION FOR ALL COMPENSATION AND RELATED MATTERS. THIS PROCESS IS INTENDED TO ASSURE WESLEY COMMONS PROVIDES ITS TALENT COMPETITIVE COMPENSATION AS DETERMINED BY THE INDUSTRY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND POLICIES ARE MADE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS OF THE MUNICIPAL SECURITIES RULE MAKING BOARD. GREENWOOD HERITAGE FOUNDATION INC P O BOX 1247 GREENWOOD SC 29648 571028929 INVESTMENT AND MANAGEMENT OF ASSETS TO BE USED FOR BENEFIT OF WESLEY COMMONS SC 501(C)(3) 11A N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 GREENWOOD HERITAGE FOUNDATION INC C 82765 MEMORANDUM OF UNDERSTANDING GREENWOOD HERITAGE FOUNDATION INC O 59745 WAGES PAID