2017-02-13T15:36:39-06:00 2016-09-30 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2015-10-01 232840567 EVANGELICAL SENIOR HOUSING EVAN 2153540565 101 E COUNTY LINE ROAD NO 200 HATBORO PA 19040 KEN FRANIAK CFO 2153540565 2017-02-13 1 JAMES D WATSON P01450300 2156433900 2015 2021-01-29 14:40:06Z MANOR GLEN JEFF PETTY 101 E COUNTY LINE ROAD NO 200 HATBORO PA 19040 484558 0 X N/A X 1989 PA EVANGELICAL'S A 50-UNIT APARTMENT COMPLEX THAT PROVIDE LOW-INCOME HOUSING FOR SENIOR CITIZENS 7 0 0 0 0 0 330454 351698 128289 131002 584 336 2316 1522 461643 484558 0 0 0 0 77502 101450 0 0 0 454518 507408 532020 608858 -70377 -124300 3528760 3482037 128815 206392 3399945 3275645 TO PROMOTE THE GENERAL HEALTH, WELFARE, AND SECURITY OF SENIORS; AND TO PLAN FOR AND DEVELOP NEW PROGRAMS AND SERVICES TO MEET THE SOCIAL, HEALTH AND PERSONAL NEEDS OF SENIOR CITIZENS. 0 0 469339 0 131002 RENTAL OF 50 UNITS TO LOW-INCOME SENIOR CITIZENS REGULATED BY HUD AND OPERATED UNDER SECTION 202 OF THE NATIONAL ACT. 469339 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 0 0 0 0 0 0 0 0 0 0 0 X 7 0 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X KEN FRANIAK CO WESLEY ENHANCED 2153540565 101 E COUNTY LINE ROAD - SUITE 200 HATBORO PA 19040 JEFF PETTY PRESIDENT & CEO 1.00 40.00 X X 0 515431 16200 KEN FRANIAK COO/CFO 1.00 40.00 X X 0 286653 10355 ROBYN KULP EXECUTIVE DIRECTOR 1.00 40.00 X 0 143738 6343 DINA COUGHLIN MANAGER OF HUMAN RESOURCES 1.00 40.00 X 0 61253 1892 CAROL RICE ACCOUNTS RECEIVABLE BILLING COORDINATOR 1.00 40.00 X 0 57036 1777 CHRIS BALDWIN DIRECTOR OF FACILITY OPERATIONS 1.00 40.00 X 0 0 0 ROBERT SNYDER DIRECTOR OF FACILITY OPERATIONS 1.00 40.00 X 0 55786 2073 ASHLEY BALOGACH SENIOR ACCOUNTANT 1.00 40.00 X 0 26505 50 ROBERT REIF FACILITIES OPERATIONS MANAGER (FORMER) 1.00 40.00 X 0 36800 1231 0 1183202 39921 0 0 1 0 MCBRICK BUILDING GROUP 112 EDISON FURLONG ROAD DOYLESTOWN PA 18901 BUILDING MAINTENANCE/REPAIRS 142440 1 351698 351698 TENANT RENT 624200 131002 131002 131002 336 336 MISCELLANEOUS REVENUE 624200 1522 1522 1522 484558 131002 0 1858 X 77692 26832 50860 2230 2230 15027 15027 6501 6501 31388 31388 25538 25538 131944 131944 29902 21927 7975 55851 55851 39538 39538 165705 165705 27542 27542 608858 469339 139519 0 20019 109262 663 1157 5654 4427 5495430 2377591 3087938 3117839 414486 249352 3528760 3482037 114958 176550 13669 12797 188 17045 128815 206392 X -867255 -991555 4267200 4267200 3399945 3275645 3528760 3482037 -124300 0 X 0 1 X 1 1 1 X 376366 345846 318759 330454 351698 1723123 116781 119242 130548 128289 131002 625862 493147 465088 449307 458743 482700 2348985 0 0 0 2348985 652 788 694 584 336 3054 652 788 694 584 336 3054 8900 3015 2183 2316 1522 17936 502699 468891 452184 461643 484558 2369975 0.99110 0.99120 0.00130 0.00140 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: LAUNDRY INCOME - 2011 AMOUNT: $ 8,900. 2012 AMOUNT: $ 3,015. 2013 AMOUNT: $ 2,183. 2014 AMOUNT: $ 2,316. 2015 AMOUNT: $ 1,522. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 4995198 2119444 2875754 491871 250700 241171 8361 7447 914 3117839 TENANT SECURITY DEPOSIT 12797 REPLACEMENT RESERVE 117236 RESIDUAL RECEIPTS 119319 249352 DUE TO RELATED PARTIES 17045 17045 X 484558 0 484558 0 484558 608858 0 608858 0 608858 PART IV, LINE 2B: THE CORPORATION HOLDS IN TRUST SECURITY DEPOSIT AMOUNTS ADVANCED BY THE TENANTS OF THE CORPORATION UPON MOVE-IN. THE CORPORATION RECORDS THESE DEPOSITS PLUS INTEREST AS AN ASSET WITH AN OFFSETTING LIABILITY. PART X, LINE 2: THE CORPORATION HAS BEEN GRANTED EXEMPT STATUS FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE CORPORATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON THE FINANCIAL STATEMENTS. THE CORPORATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. 0 1 0 0 0 0 0 0 0 JEFF PETTY PRESIDENT & CEO 0 358603 0 156828 0 0 0 16200 0 0 0 531631 0 0 KEN FRANIAK COO/CFO 0 225539 0 61114 0 0 0 10355 0 0 0 297008 0 0 ROBYN KULP EXECUTIVE DIRECTOR 0 121166 0 22572 0 0 0 6343 0 0 0 150081 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. COMPENSATION STUDIES ARE DONE PERIODICALLY, THE LAST STUDY WAS PERFORMED IN 2014, TO DETERMINE COMPENSATION FOR KEY PERSONNEL, USING COMPARATIVE INDEPENDENT DATA. THE CEO IS THE ONLY EMPLOYEE WHO HAS AN EMPLOYMENT CONTRACT. PART I, LINE 4B JEFF PETTY $16,200 KEN FRANKIAK $10,355 ROBYN KULP $6,343 FORM 990, PART VI, SECTION A, LINE 7A ONE GROUP OR CLASS OF DIRECTORS SHALL BE ELECTED ANNUALLY BY EVANGELICAL MANOR WHOSE TERMS OF OFFICE ARE NOT THEN EXPIRING. FOR SUCH ELECTION, A MAJORITY OF THE DIRECTORS WHOSE TERMS IN OFFICE ARE NOT THEN EXPIRING SHALL CONSTITUTE A QUORUM. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY MEMBERS OF THE BOARD OF DIRECTORS BEFORE IT IS SUBMITTED TO 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 JANUARY BOARD MEETING. THE POLICY OUTLINES THE GUIDING PRINCIPLES 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. WESLEY MAKES EVERY EFFORT TO DISCOURAGE ANY PROFESSIONAL INTERACTION WITH BOARD MEMBERS, AND THE DISCUSSIONS PRIOR TO THE MEMBER JOINING THE BOARD ARTICULATE THAT WEL DOES NOT CONDUCT BUSINESS WITH BOARD MEMBERS. AFTER DETERMINING A CONFLICT EXISTS, THE CHAIR WOULD DISCLOSE IT TO THE BOARD TO DETERMINE COURSE OF ACTION. OPTIONS THE BOARD WOULD CONSIDER ARE: 1. MEMBER RECUSES THEMSELVES ON VOTES (AND DISCUSSIONS) WITH CONFLICT 2. MEMBER CHOSES TO BE MEMBER, OR VENDOR, OR BOARD CHOOSES FOR THEM FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTS: PROGRAM SERVICE EXPENSES 54,285. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,285. SECURITY PAYROLL/CONTRACT: PROGRAM SERVICE EXPENSES 77,659. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 77,659. EVANGELICAL SERVICES FOR THE AGING (DBA WESLEY ENHANCED LIVING) C/O 101 E COUNTY LINE RD SUITE 200 HATBORO PA 19040 232648022 MANAGEMENT SERVICES FOR SEVERAL CCRC'S PA 501C(3) LINE 11 N/A 0 EVANGELICAL MANOR C/O 101 E COUNTY LINE RD SUITE 200 HATBORO PA 19040 230563550 OPERATE A CCRC PA 501C(3) LINE 9 EVANGELICAL SERVICES FOR THE AGING 0 NEW HERITAGE TOWERS C/O 101 E COUNTY LINE RD SUITE 200 HATBORO PA 19040 232366563 OPERATE A CCRC PA 501C(3) LINE 9 EVANGELICAL SERVICES FOR THE AGING 0 PILGRIM GARDENS C/O 101 E COUNTY LINE RD SUITE 200 HATBORO PA 19040 231401533 OPERATE A CCRC PA 501C(3) LINE 9 EVANGELICAL SERVICES FOR THE AGING 0 MAPLE VILLAGE C/O 101 E COUNTY LINE RD SUITE 200 HATBORO PA 19040 232810902 OPERATE A CCRC PA 501C(3) LINE 9 EVANGELICAL SERVICES FOR THE AGING 0 WEL FOUNDATION C/O 101 E COUNTY LINE RD SUITE 200 HATBORO PA 19040 231917878 FUNDRAISING ARM OF WESLEY ENHANCED LIVING PA 501C(3) LINE 11 EVANGELICAL SERVICES FOR THE AGING 0 CHESTNUT HILL MANOR C/O 101 E COUNTY LINE RD SUITE 200 HATBORO PA 19040 260760001 OPERATE A CCRC PA 501C(3) LINE 9 EVANGELICAL SERVICES FOR THE AGING 0 FRANKFORD SENIOR HOUSING C/O 101 E COUNTY LINE RD SUITE 200 HATBORO PA 19040 232718494 PROVIDE HUD FUNDED HOUSING FOR THE ELDERLY PA 501C(3) LINE 7 EVANGELICAL SERVICES FOR THE AGING 0 STAPELEY HALL DBA WESLEY ENHANCED LIVING AT STAPELEY C/O 101 E COUNTY LINE RD SUITE 200 HATBORO PA 19040 232145152 OPERATE A CCRC PA 501C(3) LINE 9 EVANGELICAL SERVICES FOR THE AGING 0 MARTINS RUN C/O 101 E COUNTY LINE RD SUITE 200 HATBORO PA 19040 232090256 OPERATE A CCRC PA 501C(3) LINE 9 EVANGELICAL SERVICES FOR THE AGING 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0