2017-10-31T07:32:50-05:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2016-01-01 232090256 MARTINS RUN MART 2153540565 626 JACKSONVILLE ROAD NO 200 WARMINSTER PA 18974 KEN FRANIAK CFO 2153540565 2017-10-27 1 VICKI RAIVITCH CPA P02060731 2156433900 67.137.57.251 2017-10-27 09:51:02 ED P 99C95A981D0D28C6F98C4015289DF6597996F4F5 13E35F17B7D82D082A2379BE64EE7EFAAC29CB0E 2016 2021-01-29 14:40:06Z X WESLEY ENHANCED LIVING MAIN LINE JEFF PETTY 626 JACKSONVILLE ROAD NO 200 WARMINSTER PA 18974 19330130 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 0 286 121 2125 0 6496287 193764 14128972 14963704 356606 123756 474971 355815 21456836 15637039 155380 196707 0 0 7593582 7502671 0 0 0 9415569 6897586 17164531 14596964 4292305 1040075 31593530 28544941 28209169 23948808 3384361 4596133 X MARTINS RUN OFFERS INDEPENDENT LIVING APARTMENTS, PERSONAL CARE, AND SKILLED NURSING CARE THAT FOSTER SENIORS' INDEPENDENCE, DIGNITY, AND WELLBEING. CHARITABLE SUPPORT HELPS US TO PROVIDE: ENHANCED CULTURAL, EDUCATIONAL, AND RECREATIONAL PROGRAMS THAT KEEP OUR REIDENTS ACTIVE AND ENGAGED; NEW TECHNOLOGY THAT IMPROVES THE QUALITY OF CARE AND RESIDENT LIFE; AND UPDATED 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 11250512 196707 14963704 SENIOR HOUSING, HEALTH CARE AND RELATED SERVICES PROVIDED THROUGH THE OPERATIONS OF A 60 BED SKILLED NURSING HOME, 30 BED PERSONAL CARE UNIT AND 169 INDEPENDENT LIVING UNITS. WITH A MISSION TO ENRICH THE LIVES OF ITS RESIDENTS THROUGH A FOCUS ON THE WHOLE PERSON - MIND, BODY, AND SPIRIT. 11250512 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 1 133 0 286 1 1 1 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 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 48.00 X X 0 450182 63549 KEN FRANIAK CFO 1.00 48.00 X X 0 262918 23214 LINDA STERHOUS EXECUTIVE DIRECTOR 40.00 X X 193142 0 8820 RHONDA QUINLAN ADMINISTRATOR 40.00 X 102984 0 5348 296126 713100 100931 2 0 1 0 SYSCO PO BOX 6499 PHILADELPHIA PA 19145 FOOD 289367 COZEN O'CONNOR 1650 MARKET STREET ONE LIBERTY PLAC PHILADELPHIA PA 19103 LEGAL 214759 DAVID F REITZEN JR 104 WALTERS AVENUE DELANCO NJ 08075 MARKETING 147430 INDUSTRIAL MECHANICAL 240 TANNER AVENUE HATBORO PA 19040 HVAC 139623 J AMBROGI FOODS PO BOX 38 THOROFARE NJ 08086 FOOD 130649 7 193764 193764 INDEPENDENT LIVING UNIT 623000 4782677 4782677 SKILLED NURSING 623000 4496031 4496031 AMORTIZATION OF ENTRANCE FEES 623000 4182520 4182520 PERSONAL CARE REVENUE 623000 1502476 1502476 14963704 17689 17689 26136 500 25636 25636 25636 3745197 3639130 106067 106067 106067 98477 48149 50328 50328 7437 5312 2125 2125 MISCELLANEOUS INCOME 900099 277726 277726 277726 15637039 14963704 2125 477446 196707 196707 201962 201962 5914515 5357099 557416 230461 186908 43553 692953 427937 265016 462780 403268 59512 360000 360000 287705 287705 23074 23074 724808 442806 282002 311600 311600 281670 145181 136489 1312135 1097254 214881 9230 7233 1997 215611 172489 43122 1894245 1515396 378849 73067 58454 14613 FOOD 808212 801506 6706 SUPPLIES 542519 384564 157955 BAD DEBT 53710 53710 14596964 11250512 3346452 0 733067 515553 1192065 974677 1170422 1325503 197896 167482 21380616 1985610 19568495 19395006 2844148 1400678 5714533 4632533 172904 133509 31593530 28544941 2697333 2150441 17866130 14471342 95561 87707 6130424 6122708 1419721 1116610 28209169 23948808 X 2476450 3732044 730103 686281 177808 177808 3384361 4596133 31593530 28544941 1040075 49571 122126 0 X 0 1 X 1 0 X 258572 265858 367636 6496287 193764 7582117 14517190 14032680 14262563 14128972 14963704 71905109 14775762 14298538 14630199 20625259 15157468 79487226 65000 40000 2724 6221 113945 0 65000 40000 2724 6221 113945 79373281 296883 114808 98802 146601 43825 700919 296883 114808 98802 146601 43825 700919 4807 1885 2125 8817 348171 406811 300399 456571 328054 1840006 15420816 14824964 15031285 21228431 15531472 82036968 0.96750 0.96080 0.00850 0.00980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X SPECIAL SERVICES 0 0 1 X 435262 159190 594452 284136 317359 166233 435262 312416 98026 126306 284136 332256 59158 78998 312416 389205 55475 112424 332256 0.41000 0.59000 0 0 6350000 6350000 13492757 1659861 11832896 1488825 313386 1175439 49034 12363 36671 19395006 CHARITABLE GIFT ANNUITIES 17202 DUE TO AFFILIATES 1099408 1116610 X 15490403 49571 -196707 -147136 15637539 -500 -500 15637039 14400757 500 500 14400257 196707 196707 14596964 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: APPLICANTS FOR AN INDEPENDENT LIVING UNIT ARE REQUIRED TO MAKE A REFUNDABLE DEPOSIT OF $1,000 WHEN THE APPLICATION IS FILED. 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 -196,707. 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 196,707. LEADERSHIP AWARD 67781 67781 1050 9442 7426 600 17294 WALK-A-THON 30696 30696 250 4370 47 300 7370 98477 98477 1300 13812 7473 900 24664 48149 50328 1 RESIDENT ASSISTANCE FUND 9 196707 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. X X X 0 1 0 0 0 0 0 0 0 JEFF PETTY PRESIDENT & CEO 0 382532 0 49650 0 18000 0 61431 0 2118 0 513731 0 0 KEN FRANIAK CFO 0 231679 0 15000 0 16239 0 21569 0 1645 0 286132 0 0 LINDA STERHOUS EXECUTIVE DIRECTOR 183142 0 10000 0 0 0 7401 0 1419 0 201962 0 0 0 PART I, LINE 4B JEFF PETTY RECEIVED $45,922 KEN FRANIAK RECEIVED $12,291 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 B, LINE 11B MANAGEMENT PREPARES THE BASE INFORMATION. MANAGEMENT SENDS THE PREPARED INFORMATION TO A THIRD PARTY FOR REVIEW AND SUBMISSION. ONCE THE THIRD PARTY COMPLETES THE FORM, THE BUDGET AND FINANCE COMMITTEE WILL REVIEW FINAL DRAFTS PREPARED BY THE THIRD PARTY. IF NO OBJECTIONS ARE NOTED, APPROVAL IS GIVEN TO THE THIRD PARTY TO FILE. FORM 990, PART VI, SECTION B, LINE 12C NO PART OF THE NET EARNINGS OF THE CORPORATION SHALL INURE TO THE BENEFIT OF OR WILL BE DISTRIBUTABLE TO ITS DIRECTORS, OFFICERS, OR OTHER PRIVATE PERSONS. NO OFFICER, DIRECTOR, TRUSTEE OR EMPLOYEE OR THEIR SPOUSES SHALL BE INVOLVED IN A RELATIONSHIP WITH ANY PROFESSIONAL SERVICE, FIRM, ASSOCIATION, TRUST, PARTNERSHIP, OR CORPORATION WHICH DOES, WILL, OR MAY PROVIDE GOODS, LEASES, OR SERVICES TO THE FACILITY UNLESS SUCH RELATIONSHIP IS MADE PUBLIC TO THE BOARD IN WRITING AND SAID INDIVIDUAL RECUSES HIM/HERSELF FROM ANY DISCUSSIONS OR VOTES RELATING TO SUCH RELATIONSHIP. IN ADDITION, NO OFFICER, DIRECTOR, OR TRUSTEE SHALL BE EMPLOYED OR SERVE ON A BOARD OR COMMITTEE OF ANY ORGANIZATION THAT DIRECTLY COMPETES WITH MARTINS RUN. IT IS THE INTENT OF THE BOARD TO MINIMIZE OR ELIMINATE ANY SUCH CONFLICTS OR APPEARANCES OF CONFLICT OF INTEREST. IN THE EVENT THAT A MATTER ARISES WHERE THERE IS A PERCEIVED, POTENTIAL, OR ACTUAL CONFLICT AFTER SIGNING THE YEARLY ACKNOWLEDGEMENT FORM, THE BOARD MEMBER AGREES TO UNDERTAKE THE FOLLOWING PROCEDURES: DISCLOSE ORALLY OR IN WRITING, AS APPROPRIATE, TO THE FULL BOARD ANY TRANSACTION OR INTEREST WHICH RESULTS OR COULD RESULT IN A CONFLICT OR APPEARANCE OF A CONFLICT BETWEEN THE INTEREST OF MARTINS RUN AND HIS/HER PERSONAL INTEREST. THIS INCLUDES ANY INTEREST WITH WHICH THE BOARD MEMBER OR A MEMBER OF HIS/HER IMMEDIATE FAMILY IS ASSOCIATED. RECUSE HIMSELF/HERSELF FROM PARTICIPATION IN ANY SUCH DECISIONS AND DISCUSSIONS. DETERMINE WITH THE BOARD CHAIR, BY-LAWS CHAIR, AND THE CEO WHETHER ANY ACTION IS REQUIRED. IF NECESSARY, THE BOARD MEMBER MAY BE REQUIRED TO DIVEST HIMSELF/HERSELF OF THE RELATIONSHIP WHICH GIVES RISE TO THE CONFLICT, OR RESIGN FROM THE BOARD IMMEDIATELY. FORM 990, PART VI, SECTION B, LINE 15 A LEADING AGE PA WAGE SURVEY WAS USED TO DETERMINE THE COMPENSATION OF THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, AND HIGHEST PAID EXECUTIVES. IN ADDITION, AN EXECUTIVE COMMITTEE COMPARISION OF LEADING AGE PA STATISTICS ARE TAKEN INTO CONSIDERATION. PROCESS LAST TOOK PLACE IN 2015. 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 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 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 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 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 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 232648022 OPERATE A CCRC PA 501C(3) LINE 12C, III-FI N/A 0 STAPELEY HALL 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 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 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 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 MARTINS RUN HOME PARTNERS M 935000 FMV MARTINS RUN HOME PARTNERS D 133509 FMV