2016-11-11T15:18:54-06:00 2015-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2015-01-01 203970256 WESLEY COMMUNITY SERVICES INC WESL 5152716789 5508 NORTHWEST 88TH STREET JOHNSTON IA 50131 FRANK TALLERICO CFO 5152716789 2016-11-10 1 KACIE MCEWEN P01599614 6123764500 2015 2017-02-10 21:41:12Z ROB KRETZINGER 5508 NORTHWEST 88TH STREET JOHNSTON IA 50131 12367905 0 X WWW.WESLEYSERVICES.ORG X 2005 IA TO PROVIDE OLDER ADULTS IN-HOME SUPPORTIVE HEALTH AND WELLNESS ASSISTANCE, REGARDLESS OF THEIR MEANS 9 9 0 130 0 0 569154 250782 12353078 11423894 83989 124958 467854 568271 13474075 12367905 0 0 0 0 9102208 9306804 0 0 0 3860440 3140328 12962648 12447132 511427 -79227 7375520 7178275 1381851 1525840 5993669 5652435 X WCS IS FOCUSED ON PROVIDING SERVICES TO OLDER ADULTS OF ALL INCOME LEVELS WHO DESIRE TO REMAIN IN THEIR HOMES. IT WAS ESTABLISHED IN 2005 AS A FAITH-BASED NON-PROFIT ORGANIZATION DEDICATED TO PROVIDING SERVICES TO PEOPLE OF ALL FAITHS IN A CHRISTIAN CARING WAY, SUPPORTING INDEPENDENCE AND AN ACTIVE LIFESTYLE. THE MISSION OF WCS IS TO PROVIDE IN-HOME SUPPORTIVE ASSISTANCE, MEALS, TRANSPORTATION AND COMPANIONSHIP FOR OLDER ADULTS REGARDLESS OF THEIR FINANCIAL MEANS. THESE SERVICES ARE CRITICAL AND FUNDAMENTAL TO ASSIST THEM IN REMAINING INDEPENDENT AND IN THEIR OWN HOMES. 0 0 11778955 0 11423894 WCS WAS ESTABLISHED IN 2005 WITH THE FOCUS OF PROVIDING SERVICES TO OLDER ADULTS AND THE INDIGENT REGARDLESS OF FINANCIAL MEANS THROUGH IN-HOME SUPPORT, ASSISTANCE, MEALS, AND COMPANIONSHIP. WESLEYLIFE IS THE SOLE MEMBER OF WCS AND AN AFFILIATE COMPANY, WESLEY RETIREMENT SERVICES, INC. (WRS), WHICH PROVIDES HOUSING, HEALTH CARE, AND SUPPORT SERVICES TO OLDER ADULTS. OUR MISSION IS GUIDED BY CHRISTIAN COMPASSION, TO SUPPORT THE INDEPENDENCE, HEALTH, AND WELL-BEING OF OLDER ADULTS WHEREVER THEY CALL HOME. AS TRENDS IN RETIREMENT LIVING CONTINUE TO CHANGE, WE HAVE RESPONDED WITH AN ARRAY OF SERVICES THAT PROMOTE AND DELIVER FRIENDSHIP AND FELLOWSHIP, A SLATE OF MEANINGFUL ACTIVITIES, LIFELONG LEARNING, AND COMPREHENSIVE HEALTH AND WELLNESS PROGRAMS TO ACCOMMODATE THE EXPECTATIONS OF OUR CUSTOMERS. WCS IS A 501(C)(3) NON-PROFIT ORGANIZATION THAT PROVIDES HOME AND COMMUNITY BASED SERVICES TO OLDER ADULTS AND THE INDIGENT REGARDLESS OF FINANCIAL MEANS. WCS'S HOME AND COMMUNITY BASED SERVICES CONTINUE TO RESPOND TO STUDIES EXPRESSING A GROWING DESIRE AND NEED OF OLDER ADULTS TO RECEIVE SERVICES IN THEIR HOMES BY PROVIDING MEDICARE, MEDICAID, AND PRIVATE PAY HOME CARE SERVICES; MEALS ON WHEELS (MOW); PERSONAL AND ENVIRONMENTAL SERVICES; TRANSPORTATION SERVICES; AND OTHER VOLUNTEER SERVICES, WHICH HELP KEEP INDIVIDUALS INDEPENDENT AND ACTIVE IN THEIR HOMES AND THE COMMUNITY. WCS ALSO OPERATES THREE ADULT DAY CENTERS - WILLOWBROOK ADULT DAY SERVICES IN NEWTON, DAHL ADULT DAY SERVICES IN DES MOINES, AND LENDING HANDS ADULT DAY SERVICES IN WASHINGTON. FOR THOSE COMMUNITY MEMBERS APPROACHING END OF LIFE AND NEEDING END OF LIFE CARE, WCS ALSO PROVIDES HOSPICE, WHICH ALLOWS US TO EXTEND OUR MINISTRY AND QUALITY OF CARE. THESE SERVICES ARE CRITICAL AND FUNDAMENTAL TO ASSIST OLDER ADULTS IN REMAINING INDEPENDENT AND EMOTIONALLY CONTENT IN THEIR OWN HOMES.AS PART OF OUR MISSION, WE BELIEVE IT IS OUR RESPONSIBILITY TO MAKE THE CITIES AND COMMUNITIES IN WHICH WE OPERATE A BETTER PLACE TO LIVE. WE ARE GUIDED BY OUR CORE VALUES TO PROVIDE QUALITY SERVICES, DEMONSTRATE INTEGRITY, MAINTAIN DIGNITY, FOSTER COMMUNITY, AND DELIVER RESPONSIBLE STEWARDSHIP. WE SERVE OLDER IOWANS BY PROVIDING THEM THE QUALITY SERVICES THEY NEED WITH A SERVANT'S HEART. WE ARE COMMITTED TO QUALITY, EXCELLENCE, HOSPITALITY AND INNOVATION. WE FIRMLY BELIEVE THAT IT IS OUR RESPONSIBILITY TO BE GOOD STEWARDS OF THIS MISSION AND ONLY USE THE RESOURCES WE HAVE BEEN PROVIDED IN WAYS THAT WILL BETTER THE LIVES OF OUR CUSTOMERS. AS A NON-PROFIT ORGANIZATION, WE UNDERSTAND THAT OUR RESPONSIBILITY AND OBLIGATION TO OUR COMMUNITIES IS TO OPERATE WITH TOTAL TRANSPARENCY, HONESTY, INTEGRITY, IN PROVIDING THE BEST CARE POSSIBLE.BELOW REFLECTS SOME OF OUR COMMUNITY BENEFITS FROM 2015:- APPROXIMATELY 1,000 MEALS ARE DELIVERED DAILY, MONDAY THRU FRIDAY, TO OLDER, FRAILER AND LOW INCOME ADULTS THROUGH OUR MEALS ON WHEELS PROGRAM. ABOUT 85% OF MEALS ON WHEELS CLIENTS IN 2015 RECEIVED FINANCIAL ASSISTANCE FOR THEIR MEALS. NO ONE IS TURNED AWAY FROM THIS PROGRAM BECAUSE OF THEIR INABILITY TO PAY. - MEALS ON WHEELS ALLOW EMPLOYEES OF LOCAL BUSINESSES TO VOLUNTEER THEIR TIME TO DELIVER MEALS TO THE HOMES OF LOW-INCOME, FRAIL SENIORS IN POLK COUNTY. THE PROGRAM HAD 72 VOLUNTEERS PARTICIPATE WITH 1,650 HOURS CONTRIBUTED.- CLIENTS AND PARTICIPANTS OF HOME AND COMMUNITY BASED SERVICES RECEIVED $213,000 OF CHARITABLE CARE AS SUPPORTED THROUGH SCHOLARSHIPS TO HELP SUPPORT THEIR INDEPENDENCE, HEALTH AND WELL-BEING AT HOME.- OUR WCS HOSPICE PROGRAM CONDUCTED MONTHLY SUPPORT GROUP MEETINGS FOR THE GREATER COMMUNITY, WITH 120 PEOPLE ATTENDING TO CONNECT WITH RESOURCES AND OTHERS WHO ARE EXPERIENCING GREIF OVER THE LOSS OF A LOVED ONE. THE WCS HOSPICE PROGRAM ALSO HAD A VOLUNTEER BASE OF 53 TRAINED VOLUNTEERS WHO CONTRIBUTED NEARLY 600 HOURS OF ASSISTANCE TO HOSPICE PATIENTS AND THEIR FAMILIES.- ADDITIONALLY OUR HOSPICE VOLUNTEER TEAM MAINTAINED CLOSE CONTACT AND SUPPORT WITH FAMILIES THROUGH NEARLY 700 PHONE CALLS, AND OVER 3,000 MAILINGS FOR HEALING TO FAMILY MEMBERS. 11778955 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 21 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X FRANK TALLERICO CFO 5152716559 5508 NORTHWEST 88TH STREET JOHNSTON IA 50131 CHAD RASMUSSEN CHAIR 2.00 3.00 X X 0 0 0 JODY LORENCE SECRETARY/TREASURER 1.00 2.00 X X 0 0 0 BOB RUCH PAST CHAIR 1.00 3.00 X X 0 0 0 KEVIN LAGREE DIRECTOR 1.00 2.00 X 0 0 0 JOHN MOENCK DIRECTOR 1.00 2.00 X 0 0 0 DAN RENEKER DIRECTOR 1.00 2.00 X 0 0 0 DAVID STOUT DIRECTOR 1.00 2.00 X 0 0 0 KIRK TYLER DIRECTOR 1.00 2.00 X 0 0 0 SUSAN WATSON DIRECTOR 1.00 2.00 X 0 0 0 ROB KRETZINGER PRESIDENT & CEO 20.00 30.00 X 232236 348354 51056 FRANK TALLERICO CFO 18.00 32.00 X 90509 168089 28059 AMBERLY MOLOSKY VP OF HOME BASED SOLUTIONS 45.00 5.00 X 122330 13592 18087 WILLIAM REED VP OF PHILANTHROPY 15.00 35.00 X 38684 90264 24241 JENNIFER OFELT EXECUTIVE DIRECTOR 50.00 0.00 X 102460 0 26377 586219 620299 147820 3 0 1 0 SELECT REHABILITATION INC 2600 COMPASS RD GLENVIEW IL 60026 THERAPY SERVICES 592886 1 132180 118602 250782 HEALTH CARE SERVICES 623000 11423894 11423894 11423894 86651 86651 38307 0 38307 38307 38307 TRANSPORTATION REVENUE 623990 567516 567516 MISCELLANEOUS REVENUE 900099 755 755 568271 12367905 11423894 0 693229 352988 264741 88247 7525565 7431802 93763 131505 130529 976 837093 811042 26051 459653 446180 13473 8652 8508 144 6447 6447 10655 10655 102337 102337 146493 28119 118374 255016 207056 47960 159117 62882 96235 457336 393784 63552 616819 597278 19541 24243 13408 10835 3965 3965 138222 113134 25088 44808 26942 17866 FOOD 956347 956347 MEDICAL SUPPLIES 163010 163010 BAD DEBT EXPENSE 99001 99001 DUES 16749 7421 9328 -68889 -88531 19642 12447132 11778955 668177 0 269530 144174 98990 61088 1709310 1825638 2731 0 56190 44401 2805737 1683640 1149278 1122097 4088934 3968492 557 12385 7375520 7178275 721305 679974 85057 81345 575489 764521 1381851 1525840 X 2181959 1791520 3465499 3525512 346211 335403 5993669 5652435 7375520 7178275 X -79227 -261282 -725 X 0 1 X 1 0 X 1132346 635803 352995 569154 250782 2941080 10917622 10593607 11643393 12353078 11423894 56931594 12049968 11229410 11996388 12922232 11674676 59872674 8783 12034 20817 0 8783 12034 20817 59851857 141131 156203 4104 83989 86651 472078 141131 156203 4104 83989 86651 472078 346 346 32191 4609 260384 467854 568271 1333309 12223636 11390222 12260876 13474075 12329598 61678407 0.97040 0.97770 0.00770 0.00870 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: TRANSPORTATION REVENUE - 2011 AMOUNT: $ 5,363. 2012 AMOUNT: $ 995. 2013 AMOUNT: $ 260,336. 2014 AMOUNT: $ 467,635. 2015 AMOUNT: $ 567,516. MISCELLANEOUS REVENUE - 2011 AMOUNT: $ 26,828. 2012 AMOUNT: $ 3,614. 2013 AMOUNT: $ 48. 2014 AMOUNT: $ 219. 2015 AMOUNT: $ 755. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 346211 -10807 335404 345808 403 346211 341416 312 4080 345808 346625 -9347 4138 341416 341547 5500 -422 346625 0.00000 1.00000 0.00000 0 0 144384 144384 1353236 654385 698851 70926 56307 14619 1093668 908821 184847 143523 64127 79396 1122097 ANNUITY PAYMENT LIABILITY 262 INTERCOMPANY PAYABLE 764259 764521 X PART V, LINE 4: EARNINGS FROM WILLOWBROOK PENQUITE ENDOWMENT ARE USED TO ASSIST CLIENTS AT WILLOWBROOK. EARNINGS FROM THE JAMES MORRISON COLLIER WESLEY AT HOME ENDOWMENT ARE USED TO ASSIST WESLEY AT HOME CUSTOMERS. PART X, LINE 2: THE CORPORATION AND ITS AFFILIATES ARE GENERALLY EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE SECTIONS OF THE STATE STATUTES. CONSEQUENTLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. HOWEVER, THERE ARE IMMATERIAL AMOUNTS OF UNRELATED BUSINESS INCOME IN CERTAIN AFFILIATES THAT ARE TAXABLE. THE CORPORATION FOLLOWS THE ACCOUNTING STANDARD FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. WCS FILES INFORMATION RETURNS AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE INTERNAL REVENUE SERVICE (IRS). X X X X X 0 0 0 0 0 0 0 0 0 ROB KRETZINGER PRESIDENT & CEO 180180 270269 7200 10800 44856 67285 8780 13170 11642 17464 252658 378988 0 0 FRANK TALLERICO CFO 90171 167460 0 0 338 629 2747 5101 7074 13137 100330 186327 0 0 AMBERLY MOLOSKY VP OF HOME BASED SOLUTIONS 122262 13585 0 0 68 7 0 0 16278 1809 138608 15401 0 0 WILLIAM REED VP OF PHILANTHROPY 38466 89755 0 0 218 509 611 1427 6661 15542 45956 107233 0 0 SCHEDULE J, PART 1, LINE 3: WESLEYLIFE DETERMINES THE CEO'S COMPENSATION. WESLEYLIFE, WCS AND WRS HAVE THE SAME BOARD MEMBERS. THEY USE A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, A WRITTEN EMPLOYMENT CONTRACT, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIR OF THE BOARD, THE PRESIDENT/CEO, AND AT LEAST THREE DIRECTORS SELECTED BY VOTE OF THE BOARD OF DIRECTORS. EXCEPT FOR THE PRESIDENT/CEO ALL MEMBERS OF THE EXECUTIVE COMMITTEE MUST BE MEMBERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE HAS ALL THE AUTHORITY OF THE BOARD (EXCEPT AS NOTED BELOW) BUT LIMITS ITSELF TO MATTERS THAT REQUIRE IMMEDIATE ACTION AND CANNOT WAIT UNTIL THE NEXT SCHEDULED BOARD MEETING. THE EXECUTIVE COMMITTEE SHALL HAVE NO AUTHORITY TO AMEND THE ARTICLES OF INCORPORATION, THE BYLAWS, OR ADOPT A PLAN OF MERGER OR CONSOLIDATION. THE EXECUTIVE COMMITTEE SHALL REPORT ON ITS ACTIONS AT THE NEXT MEETING OF THE BOARD OF DIRECTORS AND SUCH ACTIONS SHALL BE SUBJECT TO REVISION AND ALTERATION OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 WESLEYLIFE, AN EXEMPT 501(C)(3) SUPPORTING ORGANIZATION, IS THE SOLE CORPORATE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A WESLEYLIFE ELECTS THE BOARD MEMBERS OF WCS. IF THERE ARE ANY VACANCIES IN THE BOARD OF DIRECTORS, THEY ARE FILLED BY WESLEYLIFE. FORM 990, PART VI, SECTION A, LINE 7B APPROVAL OF THE FOLLOWING MATTERS ARE RESERVED EXCLUSIVELY TO THE MEMBER: 1. APPROVAL OF CHANGES TO THE ARTICLES OF INCORPORATION OR BYLAWS; 2. APPOINTMENT OF, OR REMOVAL OF, WITH OR WITHOUT CAUSE, THE MEMBERS OF THE BOARD OF DIRECTORS; ABILITY TO FIX THE NUMBER OF BOARD OF DIRECTORS; 3. APPROVAL OF THE INCURRENCE OF DEBT; 4. THE SALE, TRANSFER, OR SUBSTANTIAL CHANGE IN USE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS, DIVESTITURES, DISSOLUTIONS, CLOSURES, MERGERS, CONSOLIDATIONS, OR CHANGES IN CORPORATE MEMBERSHIP; 5. APPROVAL OF THE TRANSFER OR ENCUMBRANCE OF THE ASSETS; AND 6. APPROVAL OF THE ANNUAL OPERATING BUDGET AND CAPITAL PLAN. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE CEO, CFO AND THE DIRECTOR OF FINANCE REVIEWED THE DOCUMENT INTERNALLY. THE FORM 990 WAS THEN REVIEWED BY THE BOARD'S FINANCE COMMITTEE, APPROVED AND MADE AVAILABLE TO ALL VOTING BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CORPORATION SENDS AND REFRESHES THE BOARD'S UNDERSTANDING OF THE CONFLICT OF INTEREST POLICY, AND REQUIRES BOARD MEMBERS TO COMPLETE AN ANNUAL STATEMENT DESCRIBING ACTUAL OR PERCEIVED CONFLICTS OF INTEREST. WITH RESPECT TO THE BOARD MEMBERS, A PERSON WHO HAS A CONFLICT OF INTEREST IS DEEMED AN INTERESTED DIRECTOR. THE INTERESTED DIRECTOR SHALL NOT PARTICIPATE IN THE VOTE REGARDING HIS/HER POTENTIAL CONFLICT AND, DEPENDING UPON THE CIRCUMSTANCES, MAY NOT BE PERMITTED TO PARTICIPATE IN THE DISCUSSION REGARDING THE ISSUE. NO INTERESTED DIRECTOR SHALL BE PERMITTED TO VOTE IN MATTERS IN WHICH HE/SHE HAS A CONFLICT OF INTEREST. WITH RESPECT TO EMPLOYEES, THE PRESIDENT, IN CONSULTATION WITH OTHER UNBIASED MANAGERS, SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. AFTER EXERCISING DUE DILIGENCE, INCLUDING INVESTIGATING ALTERNATIVES TO A TRANSACTION OR ARRANGEMENT THAT GIVES RISE TO A CONFLICT OF INTEREST, THE PRESIDENT SHALL DETERMINE WHETHER THE CORPORATION IS ABLE TO OBTAIN WITH REASONABLE EFFORTS, A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM ANOTHER INDIVIDUAL OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT AVAILABLE, THE ARRANGEMENT OR TRANSACTION MAY GO FORWARD IF THE PRESIDENT DETERMINES THAT THE TRANSACTION IS FAIR AND IN THE BEST INTEREST OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS EMPOWERED BY THE BOARD OF DIRECTORS, ACCORDING TO ARTICLE VII OF THE ORGANIZATION'S BY-LAWS, TO DETERMINE PERFORMANCE GOALS AND MONITOR AND EVALUATE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER. THE EXECUTIVE COMMITTEE INCLUDES IN ITS EVALUATION, FEEDBACK FROM OTHER BOARD MEMBERS AND OTHERS NOT ASSOCIATED WITH THE COMMITTEE OR THE BOARD. THE COMMITTEE MONITORS PERFORMANCE OF THE ORGANIZATION AND CEO THROUGHOUT THE YEAR AND PROVIDES ONGOING ASSESSMENTS TO THE CEO USING AN EVALUATION AND RATING TOOL. THE COMMITTEE UTILIZES AN ANNUAL INDEPENDENT COMPENSATION SURVEY TO ASSIST IN DETERMINING COMPENSATION. THE ORGANIZATIONS OF CHIEF EXECUTIVE OFFICERS OF MULTI-SITE ORGANIZATIONS AND LEADING AGE, FORMERLY KNOWN AS THE AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING PROVIDE AN ANNUAL SURVEY OF COMPENSATION FOR CEOS AND OTHER OFFICERS. (WCS HAS SEARCHED FOR OTHER SURVEYS TO SUPPLEMENT THIS ONE BUT NO OTHER SURVEY PROVIDES THE SAME DEGREE OF COMPARABILITY.) THE SURVEY INCLUDES ONLY SENIOR LIVING ORGANIZATIONS AND IS SORTED BY GEOGRAPHIC REGIONS, REVENUE VOLUME, FULL-TIME EQUIVALENT EMPLOYEES, AND ASSET SIZE. IN 2014, THE EXECUTIVE COMMITTEE OF THE BOARD ENGAGED AN INDEPENDENT, THIRD PARTY TO TAKE A DEEPER ANALYSIS INTO THE COMPENSATION DESIGN AS COMPARED TO SIMILAR ORGANIZATIONS. THE INTENT WAS TO GO BEYOND THE INDUSTRY BENCHMARKED STUDY AND DRILL INTO APPROPRIATENESS, COMPETITIVENESS, AND OVERALL DESIGN. IT WAS DETERMINED, THROUGH THIS SECOND OPINION, THAT COMPENSATION WAS APPROPRIATE FOR THE SIZE AND COMPLEXITY OF THE ORGANIZATION. THE EXECUTIVE COMMITTEE DISCLOSES TO THE FULL BOARD OF DIRECTORS, IN CLOSED SESSION, THE RESULTS OF THE PERFORMANCE EVALUATION AND COMPENSATION DECISIONS. MINUTES OF MEETINGS ARE MAINTAINED AND THE BOARD CHAIRMAN PROVIDES WRITTEN NOTIFICATION TO BOTH THE CEO AND THE CORPORATE FINANCE DEPARTMENT REGARDING COMPENSATION DECISIONS. THE EVALUATION AND COMPENSATION SETTING PROCESS IS MUCH THE SAME FOR THE OTHER OFFICERS AS FOR THE CEO WITH SOME EXCEPTIONS. THE CEO DETERMINES THE PERFORMANCE GOALS AND MONITORS RESULTS. THE SAME SURVEY AS DESCRIBED ABOVE IS USED TO ASSIST IN DETERMINING COMPENSATION. THE CEO DISCLOSES ANNUALLY TO THE EXECUTIVE COMMITTEE THE COMPENSATION DECISIONS AND REASONS FOR THOSE DECISIONS IN REGARDS TO OTHER OFFICERS. THE LAST REVIEW PROCESS WAS CONDUCTED IN 2015 AND IS DONE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST GIFTS -725. WESLEY AT HOME LLC 944 18TH STREET DES MOINES IA 50314 260668461 HOME HEALTH CARE IA 6555059 1332249 WESLEY COMMUNITY SERVICES INC WESLEY RETIREMENT SERVICES INC 5508 NW 88 STREET JOHNSTON IA 50131 420680440 LONG TERM CARE IA 501(C)(3) LINE 9 WESLEYLIFE 0 WESLEYLIFE 5508 NW 88 STREET JOHNSTON IA 50131 300577845 SUPPORT WESLEY RETIREMENT SERVICES IA 501(C)(3) LINE 11C, III-FI N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 0 0