2016-11-14T13:55:37-06:00 2015-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2015-01-01 232648022 EVANGELICAL SERVICES FOR THE AGING EVAN 2153540565 101 E COUNTY LINE ROAD NO 200 HATBORO PA 19040 KEN FRANIAK CFO 2153540565 2016-11-14 1 JAMES D WATSON P01450300 2156433900 2015 2017-02-10 21:41:12Z WESLEY ENHANCED LIVING JEFF PETTY 101 E COUNTY LINE ROAD NO 200 HATBORO PA 19040 4296743 0 3423 X WWW.WEL.ORG X 1989 PA TO PROMOTE THE GENERAL HEALTH, WELFARE AND SECURITY OF THE ELDERLY. 13 13 49 11 0 0 0 0 3837062 4293946 1067 1798 1235 999 3839364 4296743 729116 0 0 0 2737996 3196030 0 0 0 1449476 1517772 4916588 4713802 -1077224 -417059 20910425 20543882 23665407 23577355 -2754982 -3033473 TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES. 0 0 0 3748241 AGING SERVICES - TO PROMOTE THE GENERAL HEALTH, WELFARE AND SECURITY OF THE ELDERLY; AND TO PLAN FOR AND DEVELOP NEW PROGRAMS AND SERVICES TO MEET THE SOCIAL, HEALTH & PERSONAL NEEDS OF THE ELDERLY. 634429 545705 PILGRIM GARDENS SENIOR HOUSING, L.P IS A LOW INCOME HOUSING PROJECT WHICH SERVES THE ELDERLY 634429 1 0 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 59 0 49 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 101 E COUNTY LINE ROAD- SUITE 200 HATBORO PA 19040 HARRY SYMONS BOARD CHAIR 1.00 0.00 X X 0 0 0 SCOTT WEATHERBEE BOARD VICE CHAIR 1.00 0.00 X X 0 0 0 GEORGE J PINEL CPA SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 RONALD G EVANS BOARD MEMBER 1.00 1.00 X 0 0 0 WAYNE KOSIK BOARD MEMBER 1.00 0.00 X 0 0 0 KEVIN PASQUAY BOARD MEMBER 1.00 0.00 X 0 0 0 RICHARD WELLS BOARD MEMBER 1.00 0.00 X 0 0 0 JERRY KLINE BOARD MEMBER 1.00 0.00 X 0 0 0 AL TAUBENBERGER BOARD MEMBER 1.00 0.00 X 0 0 0 TOM PANZER BOARD MEMBER 1.00 0.00 X 0 0 0 MARY WHITE BOARD MEMBER 1.00 0.00 X 0 0 0 BETH ROTHSCHILD BOARD MEMBER 1.00 2.00 X 0 0 0 DAVID RITTENBERG BOARD MEMBER 1.00 2.00 X 0 0 0 JEFF PETTY PRESIDENT & CEO 40.00 9.00 X 531631 0 12752 KEN FRANIAK CFO 40.00 9.00 X 297007 0 11233 DEWAYNE MCMULLIN CFO (FROM 03/2014 - 5/15/15) 40.00 0.00 X 85256 0 2081 ROCHELLE BALLETT VP OF MARKETING 40.00 0.00 X 245777 0 7025 SUZANNE LACHMAN DIRECTOR OF LONG TERM CARE 20.00 20.00 X 138256 0 8278 PAT LAMOREUX ASSISTANT VP, HUMAN POTENTIAL 40.00 0.00 X 149090 0 4620 SUZANNE MATTHEWS CONTROLLER 40.00 0.00 X 109611 0 9117 MICHAEL A DESTEFON CORP DIRECTOR OF THERAPY 40.00 0.00 X 139616 0 5372 1696244 0 60478 7 0 1 0 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE SUITE 400 PLYMOUTH MEETING PA 19462 PUBLIC ACCOUNTING 220497 RKF MEDIA 301 CALLOWHILL ROAD CHALFONT PA 18914 ADVERTISING 144946 VOXNET 400 DAVIS DRIVE PLYMOUTH MEETING PA 19462 TELEPHONE 125419 3 MANAGEMENT FEES 623990 3748241 3748241 INDEPENDENT LIVING 623990 545705 545705 4293946 1798 1798 MISCELLANEOUS INCOME 623990 999 999 999 4296743 4293946 0 2797 1192762 1192762 1311877 45696 1266181 96173 1264 94909 422963 1727 421236 172255 4226 168029 231338 231338 45190 45190 43339 43339 42708 42708 24360 24360 115550 4062 111488 350316 78839 271477 6562 6562 111666 89333 22333 417175 317642 99533 36447 36447 REPAIRS AND MAINTENANCE 48932 48932 RECRUITING FEES 22447 22447 FOOD 12779 12779 BAD DEBT 7525 7525 1438 1438 4713802 634429 4079373 0 1221485 564089 636832 24941 165277 169129 12044090 2064153 10370208 9979937 37500 65625 8479123 9740161 20910425 20543882 1609209 2003311 39990 43815 12790766 12754425 9225442 8775804 23665407 23577355 X -2754982 -3033473 -2754982 -3033473 20910425 20543882 X -417059 138568 X 0 1 X 1 1 1 X X X 9 EVANGELICAL MANOR 230563550 9 0 0 0 NEW HERITAGE TOWERS 232366563 9 0 0 0 NORTH AMERICAN BAPTIST HOME FOR THE AGED 231401533 9 0 0 0 MAPLE VILLAGE 232810902 9 0 0 0 EVANGELICAL SERVICES FOR THE AGING FOUNDATION 231971878 9 0 0 0 WESLEY ENHANCED LIVING AT CHESTNUT HILL MANOR 260760001 9 0 0 0 STAPELEY HALL 232145152 9 0 0 0 MARTINS RUN 232090256 9 0 0 0 MARTINS RUN HOME PARTNERS 272268177 9 0 0 0 9 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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. THE SUPPORTED ORGANIZATIONS DO NOT HAVE SEPARATE BOARD OF DIRECTORS. 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. THE SUPPORTED ORGANIZATIONS DO NOT HAVE SEPARATE BOARD OF DIRECTORS. 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. THE SUPPORTED ORGANIZATIONS DO NOT HAVE SEPARATE BOARD OF DIRECTORS. 0 1 0 0 0 0 1 125193 0 1 138815 264008 0 PART II-B, LINE 1: THE AMOUNT ASSOCIATED WITH SELECTIONS B ABOVE ARE NEGLIGIBLE. THE COST UNDER SELECTION G ARE FOR MEETING WITH POLITICIANS TO GAIN THEIR SUPPORT FOR SHIFT PROGRAM. THE EXPENSES ARE ALLOCATION OF MANAGEMENT TIME $121,882 AND OUT OF POCKET EXPENSES OF $3,311. THE COSTS UNDER SELECTION I ARE FOR MANAGEMENT CONTRACTS WITH PUBLIC POLICY FIRMS. THE LOBBYING EXPENSES WERE WITH LEADING AGE FOR $25,000, ACG (AMERICAN CONTINENTAL GROUP) FOR $30,074, CAPITAL POLICY GROUP FOR $22,500, AND POTOMAC POLICY GROUP FOR $61,241. 0 1 X 15000 15000 11651467 1752588 9898879 377623 311565 66058 9979937 DUE FROM RELATED PARTY 8766498 RESTRICTED DEPOSITS AND RESERVE FUNDS 826430 TENANT SECURITY DEPOSITS 43815 DEFERRED FINANCING COST 103418 9740161 DUE TO AFFILIATE 8775804 8775804 X 4435311 138568 138568 4296743 0 4296743 4713802 0 4713802 0 4713802 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: TRANSFER OF ASSETS FROM CHESTNUT HILL 223,042. LOSS ON EXTINGUISHMENT OF DEBT -84,474. X X X X X X 0 1 0 0 0 0 0 0 0 JEFF PETTY PRESIDENT & CEO 356803 0 156828 0 18000 0 6251 0 6501 0 544383 0 0 0 KEN FRANIAK CFO 217893 0 61114 0 18000 0 5705 0 5528 0 308240 0 0 0 ROCHELLE BALLETT VP OF MARKETING 192183 0 53594 0 0 0 5805 0 1220 0 252802 0 0 0 PAT LAMOREUX ASSISTANT VP, HUMAN POTENTIAL 131500 0 17590 0 0 0 3982 0 638 0 153710 0 0 0 PART I, LINE 4B JEFF PETTY $18,000 KEN FRANIAK $18,000 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 11 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 2015. 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. FORM 990, PART XI, LINE 9: LOSS ON EXTINGUISHMENT OF DEBT -84,474. TRANSFER OF ASSETS FROM CHESTNUT HILL (EIN # 26-0760001) 223,042. PILGRIM GARDENS SENIOR HOUSING LP 101 E COUNTY LINE ROAD SUIT 200 HATBORO PA 19040 753258108 LOW INCOME HOUSING PROJECT SERVING THE ELDERLY PA 548357 10866353 EVANGELICAL SERVICES FOR THE AGING PILGRIM GARDENS SENIOR HOUSING GP LLC 101 E COUNTY LINE ROAD SUIT 200 HATBORO PA 19040 753258102 GENERAL PARTNER OF PILGRIM GARDENS SENIOR HOUSING LP PA 0 0 EVANGELICAL SERVICES FOR THE AGING EVANGELICAL MANOR C/O 101 E COUNTY LINE ROAD SUITE 20 HATBORO PA 19040 230563550 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 NEW HERITAGE TOWERS C/O 101 E COUNTY LINE ROAD SUITE 20 HATBORO PA 19040 232366563 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 NORTH AMERICAN BAPTIST HOME FOR THE AGED C/O 101 E COUNTY LINE ROAD SUITE 20 HATBORO PA 19040 231401533 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 MAPLE VILLAGE C/O 101 E COUNTY LINE ROAD SUITE 20 HATBORO PA 19040 232810902 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 WESLEY ENHANCED LIVING AT CHESTNUT HILL MANOR C/O 101 E COUNTY LINE ROAD SUITE 20 HATBORO PA 19040 260760001 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 EVANGELICAL SERVICES FOR THE AGING FOUNDATION C/O 101 E COUNTY LINE ROAD SUITE 20 HATBORO PA 19040 231971878 FUNDRAISING ARM OF EVANGELICAL SERVICES FOR THE AGING PA 501C(3) 11 EVANGELICAL SERVICES FOR THE AGING 0 STAPELEY HALL C/O 101 E COUNTY LINE ROAD SUITE 20 HATBORO PA 19040 232145152 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 MARTINS RUN 100 HALCYON DR MEDIA PA 19063 232090256 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 MARTINS RUN HOME PARTNERS 100 HALCYON DR MEDIA PA 19063 272268177 OPERATE A HOME CARE AGENCY PA 501C(3) 9 MARTINS RUN 0 0 1 0 1 1 0 0 0 0 0 0 1 1 1 1 1 1 1 1 EVANGELICAL MANOR L 654959 FMV NEW HERITAGE TOWERS L 1877981 FMV MAPLE VILLAGE L 515089 FMV EVANGELICAL SENIOR HOUSING L 68700 FMV EVANGELICAL SERVICES FOR THE AGING FOUNDATION L 12000 FMV MARTINS RUN L 500000 FMV STAPELEY HALL D 1583261 FMV EVANGELICAL MANOR D 266216 FMV NORTH AMERICAN BAPTIST HOME FOR THE AGED D 4154926 FMV MAPLE VILLAGE D 1600017 FMV EVANGELICAL SERVICES FOR THE AGING FOUNDATION E 428474 FMV NEW HERITAGE TOWERS E 8159021 FMV MAPLE VILLAGE D 18944694 FMV NEW HERITAGE TOWERS D 10980000 FMV MAPLE VILLAGE N 187241 FMV NEW HERITAGE TOWERS N 67702 FMV NORTH AMERICAN BAPTIST HOME FOR THE AGED N 29887 FMV NORTH AMERICAN BAPTIST HOME FOR THE AGED L 119516 FMV