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 232090256 MARTINS RUN MART 2153540565 100 HALCYON DR MEDIA PA 19063 KEN FRANIAK CFO 2153540565 2016-11-14 1 JAMES D WATSON P01450300 2156433900 2015 2017-02-10 21:41:12Z WESLEY ENHANCED LIVING MAIN LINE JEFF PETTY 100 HALCYON DR MEDIA PA 19063 23135178 0 X WWW.WEL.ORG X 1978 PA TO OPERATE A CONTINUING CARE RETIREMENT COMMUNITY 20 20 326 64 -374 -374 367636 6496287 14262563 14128972 320911 356606 287988 474971 15239098 21456836 122696 155380 0 0 6451038 7593582 19208 0 0 9457986 9415569 16050928 17164531 -811830 4292305 22494495 31593530 26453604 28209169 -3959109 3384361 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 ENHANCE OUR RESIDENTS' QUALITY OF LIFE BY ENABLING US TO PROVIDE: ENHANCED CULTURAL, EDUCATIONAL, AND RECREATIONAL PROGRAMS THAT KEEP OUR RESIDENTS 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 12346942 155380 14128972 SENIOR HOUSING, HEALTH CARE AND RELATED SERVICES PROVIDED THROUGH THE OPERATIONS OF A 60 BED SKILLED NURSING HOME, 30 BED PERSONAL CARE UNIT AND 168 INDEPENDENT LIVING UNITS. WITH A MISSION TO ENRICH THE LIVES OF ITS RESIDENTS THROUGH A FOCUS ON THE WHOLE PERSON - MIND, BODY AND SPIRIT. 12346942 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 1 0 0 1 23 0 326 1 1 1 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 1 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 101 E COUNTY LINE ROAD SUITE 200 HATBORO PA 19040 ANN DANISH SECRETARY 2.00 1.00 X X 0 0 0 ARTHUR SCHERR TRUSTEE 1.00 X 0 0 0 BARBARA WALD TRUSTEE 1.00 X 0 0 0 BETH ROTHSCHILD CHAIR 2.00 X X 0 0 0 BLANCHE REDNOR TRUSTEE 1.00 X 0 0 0 CAROLE M FELTON TRUSTEE 1.00 X 0 0 0 CAROLYN S GOLDMAN VICE CHAIR 2.00 X X 0 0 0 DAVID P RITTENBERG TREASURER 2.00 X X 0 0 0 DR PHILIP BENDITT VICE CHAIR 2.00 X X 0 0 0 ELLEN BERGER REUBEN VICE CHAIR 2.00 X X 0 0 0 ETHEL HAMBURGER TRUSTEE 1.00 X 0 0 0 JOHN DI BATTISTA TRUSTEE 1.00 X 0 0 0 JORDAN KLEAR TRUSTEE 1.00 X 0 0 0 KATHLEEN LENS TRUSTEE 1.00 X 0 0 0 LENORE H FORSTED ESQ IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 LONNIE KLEIN TRUSTEE 1.00 1.00 X 0 0 0 M HOWARD VIGDERMAN ASST. TREASURER 2.00 X X 0 0 0 MADELEINE KESSLER VICE CHAIR 2.00 X X 0 0 0 OWEN KNOPPING TRUSTEE 1.00 X 0 0 0 PETER BODENHEIMER TRUSTEE 1.00 X 0 0 0 SADIE HOFSTEIN TRUSTEE 1.00 X 0 0 0 SHEILA SCHNEIDER ASST. SECRETARY 2.00 X X 0 0 0 JEFF PETTY PRESIDENT & CEO 1.00 48.00 X 0 531631 12752 KEN FRANIAK CFO 1.00 48.00 X 0 297007 11233 LINDA STERTHOUS EXECUTIVE DIRECTOR 40.00 1.00 X 160573 0 9465 160573 828638 33450 1 0 1 0 UR NEW HOME LLC PO BOX 401 SWARTHMORE PA 19081 RENOVATIONS/CONSTRUCTION 472705 MORRISON MANAGEMENT SPECIALISTS PO BOX 102289 ATLANTA GA 30368 DINING SERVICES 255521 CONSTRUCTION SERVICES GROUP 1630 WEST CHESTER PIKE WEST CHESTER PA 19382 CONSTRUCTION/RENOVATIONS 206431 SYSCO PO BOX 6499 PHILADELPHIA PA 19145 FOOD 110126 FLIK LIFESTYLES PO BOX 102289 ATLANTA GA 30368 KOSHER DINING SERVICES 109742 5 120557 6224824 150906 6496287 SKILLED NURSING 623000 5294457 5294457 INDEPENDENT LIVING UNIT 623000 4999174 4999174 AMORTIZATION OF ENTRANCE FEES 623000 2483816 2483816 PERSONAL CARE REVENUE 623000 1351525 1351525 14128972 128601 128601 18000 624 17376 17376 17376 1868787 1640782 228005 228005 228005 26894 120557 25496 1398 1398 11066 11440 -374 -374 MISCELLANEOUS INCOME 900099 456571 456571 456571 21456836 14128972 -374 831951 155380 155380 170038 170038 5927768 5160076 767692 143722 113503 30219 885444 537640 347804 466610 408929 57681 499989 499989 171107 171107 33081 33081 1296457 857601 438856 433002 433002 364105 253097 111008 1354961 1131219 223742 11565 7730 3835 231304 185043 46261 2344024 1875219 468805 183845 147076 36769 FOOD 859188 855758 3430 ACQUISITION COSTS 789463 789463 SUPPLIES 558384 373577 184807 BED TAX ASSESSMENT 143427 143427 141667 141667 17164531 12346942 4817589 0 771544 733067 3007446 1192065 963381 1170422 55340 0 325641 197896 20741860 1173365 15694217 19568495 1640142 2844148 5714533 36784 172904 22494495 31593530 1959466 2697333 16946042 17866130 1333327 95561 6194922 6130424 19847 1419721 26453604 28209169 X -5136221 2476450 999304 730103 177808 177808 -3959109 3384361 22494495 31593530 X 4292305 -356496 3407661 X 0 1 X 1 0 X 530555 258572 265858 367636 6496287 7918908 14047921 14517190 14032680 14262563 14128972 70989326 14578476 14775762 14298538 14630199 20625259 78908234 334821 72525 40000 22948 29829 500123 0 334821 72525 40000 22948 29829 500123 78408111 139759 296883 114808 98802 146601 796853 139759 296883 114808 98802 146601 796853 4807 1885 0 6692 384965 348171 406811 300399 456571 1896917 15103200 15420816 14824964 15031285 21228431 81608696 0.96080 0.95770 0.00980 0.01050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X SPECIAL SERVICES 0 0 1 X 284136 317359 166233 435262 312416 98026 126306 284136 332256 59158 78998 312416 389205 55475 112424 332256 417275 18120 46190 389205 0.00000 0.41000 0.59000 0 0 6350000 6350000 12765590 993256 11772334 1254482 173465 1081017 371788 6644 365144 19568495 CHARITABLE GIFT ANNUITIES 21335 DUE TO AFFILIATES 1398386 1419721 X 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. LEADERSHIP AWARD 110115 87471 22644 1050 256 4400 600 10620 WALK-A-THON 37336 33086 4250 200 9 700 7661 147451 120557 26894 1250 256 4409 1300 18281 25496 1398 1 RESIDENT ASSISTANCE FUND 8 155380 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 0 0 0 0 0 0 0 0 JEFF PETTY PRESIDENT & CEO 0 356803 0 156828 0 18000 0 6251 0 6501 0 544383 0 0 KEN FRANIAK CFO 0 217893 0 61114 0 18000 0 5705 0 5528 0 308240 0 0 LINDA STERTHOUS EXECUTIVE DIRECTOR 122573 0 20000 0 18000 0 4218 0 5247 0 170038 0 0 0 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 A, LINE 4 EFFECTIVE MARCH 2015 MARTINS RUN BECAME AFFILIATED WITH WESLEY ENHANCED LIVING. UPON AFFILIATION THE ORGANIZATION IS NOW DOING BUSINESS AS WESLEY ENHANCED LIVING MAIN LINE, AND THE BY-LAWS HAVE BEEN RE-WRITTEN. THE NEW BY-LAWS HAVE REDUCED THE NUMBER OF BOARD MEMBERS FROM 15-21 TO 3-5. THE NEW BY-LAWS RECOGNIZE EVANGELICAL SERVICES FOR THE AGING AS THE SOLE MEMBER OR THE ORGANIZATION. THE NEW BY-LAWS LIMIT THE POWERS OF THE BOARD THROUGH REQUIRING APPROVAL FROM THE SOLE MEMBER FOR THE BUDGET, TO ASSUME DEBT, PURCHASE OR SELL, DEVELOP CONTRACTS, TRANSFER PROPERTY, AMEND ARTICLES OR REVISE BYLAWS. THE NEW BY-LAWS HAVE ADJUSTED THE TERM LIMITS TO ALLOW FOR THREE YEAR TERMS WITH NO LIMIT ON THE NUMBER OF TERMS SEVERED. THE NEW BY-LAWS NOW ALLOW FOR VACANCIES TO BE FILLED ONLY BY THE ORGANIZATION'S SOLE MEMBER. THE NEW BY-LAWS NO LONGER REQUIRE MEETINGS TO BE HELD REGULARLY, ONLY REQUIRED TO BE HELD AT LEAST ANNUALLY. THE NEW BY-LAWS NO LONGER LIST OUT OCMMITTEES OF THE BOARD, AND COMMITTEES SHALL INSTEAD BE CREATED AT THE DISCREITION OF THE BOARD. THE NEW BY-LAWS HAVE REDUCED OFFICERS TO ONLY CHAIR, SECRETARY, AND TREASURER. FORM 990, PART VI, SECTION B, LINE 11 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 2014. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: WRITE-OFF BEGINNING NET DEFICIT 3,959,109. WRITE-OFF NET EARNINGS THROUGH MARCH 2015 -551,448. 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 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 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 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 EVANGELICAL SERVICES FOR THE AGING C/O 101 E COUNTY LINE ROAD SUITE 20 HATBORO PA 19040 232648022 OPERATE A CCRC PA 501C(3) 11 N/A 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 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 HOME PARTNERS 100 HALCYON DR MEDIA PA 19063 272268177 OPERATES A HOME CARE AGENCY PA 501C(3) 9 MARTINS RUN 1 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 0 0 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 MARTINS RUN HOME PARTNERS M 215500 FMV MARTINS RUN HOME PARTNERS D 172904 FMV