2014-05-05T07:30:34-05:00 2013-12-31 410746749 CLIFTONLARSONALLEN LLP 610 WGERMANTOWN PIKE STE400 PLYMOUTH MEETING PA 19462 990 2013-01-01 232648022 EVANGELICAL SERVICES FOR THE AGING D/B/A WESLEY ENHANCED LIVING EVAN 2153540565 101 E COUNTY LINE ROAD NO 200 HATBORO PA 19040 DEWAYNE MCMULLIN CFO 2153543183 2014-05-01 1 MATTHEW CLAEYS P00025339 2156433900 2013 2015-11-30 17:44:51Z WESLEY ENHANCED LIVING DEWAYNE MCMULLIN 101 E COUNTY LINE ROAD NO 200 HATBORO PA 19040 3695688 0 3423 X WWW.WEL.ORG X 1989 PA TO PROMOTE THE GENERAL HEALTH, WELFARE AND SECURITY OF THE ELDERLY. 11 11 50 11 0 0 0 0 3635787 3692276 15195 1289 1431 2123 3652413 3695688 0 1019772 0 0 2623367 2712121 0 0 0 1311422 1300682 3934789 5032575 -282376 -1336887 22399229 22054583 22740100 23732341 -340871 -1677758 TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES. 0 0 1019772 1019772 3158431 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. 576605 533845 PILGRIM GARDENS SENIOR HOUSING, L.P IS A LOW INCOME HOUSING PROJECT WHICH SERVES THE ELDERLY 1596377 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 57 0 50 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X JEFF PETTY 2153543199 101 E COUNTY LINE ROAD- SUITE 200 HATBORO PA 19040 HARRY SYMONS CHAIRPERSON 1.00 0.00 X X 0 0 0 SCOTT WETHERBEE VICE-CHAIRPERSON 1.00 0.00 X X 0 0 0 GEORGE J PINEL CPA SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 RON 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 JEFF PETTY PRESIDENT & CEO 40.00 7.00 X 369982 0 24290 ROBYN KULP EXECUTIVE DIRECTOR 40.00 2.00 X 126806 0 4297 ROCHELLE BALLET VP OF MARKETING 40.00 0.00 X 190189 0 6458 KEN FRANIAK COO 40.00 6.00 X 233047 0 6796 SUZANNE LACHMAN DIRECTOR OF LONG TERM CARE 40.00 0.00 X 120905 0 4079 SHARON MARGUILES MARKETING MANAGER 0.00 40.00 X 126852 0 0 JEFF DUNKLE CFO 40.00 0.00 X 142076 0 1393 1309857 0 47313 7 0 1 0 0 MANAGEMENT FEES 623990 3158431 3158431 INDEPENDENT LIVING 623990 533845 533845 3692276 1289 1289 MISCELLANEOUS INCOME 623990 2123 2123 2123 3695688 3692276 0 3412 1019772 1019772 1152054 1152054 946404 25248 921156 82483 557 81926 404021 2610 401411 127159 1837 125322 42909 42909 2626 2626 20500 20500 192571 36033 156538 31723 31723 107093 6296 100797 295558 65098 230460 7013 7013 118827 95062 23765 422333 316114 106219 29172 29172 REPAIRS AND MAINTENANCE 27750 27750 RECRUITING FEES 2092 2092 LICENSES 515 515 5032575 1596377 3436198 0 171171 650431 232869 25411 156627 174313 12000171 1234984 11145208 10765187 10693354 10439241 22399229 22054583 1323134 1234052 40617 37749 12855515 12824208 8520834 9636332 22740100 23732341 X -340871 -1677758 -340871 -1677758 22399229 22054583 -1336887 0 X X 0 1 X 1 1 1 X X 0 0 0 EVANGELICAL MANOR 230563550 9 0 0 1 0 NEW HERITAGE TOWERS 232366563 9 0 0 1 0 NORTH AMERICAN BAPTIST HOME FOR THE AGED 231401533 9 0 0 1 0 MAPLE VILLAGE 232810902 9 0 0 1 0 EVANGELICAL SERVICES FOR THE AGING FOUNDATION 231971878 11 0 0 1 0 WESLEY ENHANCED LIVING AT CHESTNUT HILL MANOR 260760001 9 0 0 1 0 STAPELEY HALL 232145152 9 0 0 1 0 7 0 0 1 0 0 0 0 1 31041 0 1 143398 174439 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 $27,538.84 AND OUT OF POCKET EXPENSES OF $3,502.34. THE COSTS UNDER SELECTION I ARE FOR MANAGEMENT CONTRACTS WITH PUBLIC POLICY FIRMS. THE LOBBYING EXPENSES WERE WITH LEADING AGE FOR $45,831 AND ACG (AMERICAN CONTINENTAL GROUP) FOR $97,567. 0 1 X 15000 15000 11628481 972149 10656332 356690 262835 93855 10765187 DUE FROM RELATED PARTY 9311596 RESTRICTED DEPOSITS AND RESERVE FUNDS 995143 TENANT SECURITY DEPOSITS 37749 DEFERRED FINANCING COST 94753 10439241 DUE TO AFFILIATE 9636332 9636332 X 3695688 0 3695688 0 3695688 5032575 0 5032575 0 5032575 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, WHICH DIRECTS THE RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE IMPLEMENTATION OF THE INCOME TAX STANDARD HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURN IS SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE YEARS 2010 TO 2012 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. 0 WESLEY ENHANCED LIVING AT CHESTNUT HILL 101 E COUNTY LINE ROAD - SUITE 200 HATBORO PA 19040 260760001 501(C)(3) 1019772 BOOK TO SUPPORT THE OPERATIONS OF CHESTNUT HILL (BROADHEADSVILLE) 1 0 X X X X X X 0 1 0 0 0 0 0 0 0 JEFF PETTY PRESIDENT & CEO 318803 0 46428 0 4751 0 23000 0 1290 0 394272 0 0 0 ROCHELLE BALLET VP OF MARKETING 177280 0 12909 0 0 0 5706 0 752 0 196647 0 0 0 KEN FRANIAK COO 208219 0 14720 0 10108 0 6506 0 290 0 239843 0 0 0 PART I, LINE 4B JEFF PETTY $23,000 KEN FRANIAK $6,506 ROCHELLE BALLET $5,706 GERALD ORGANT $2,584 ROBYN KULP $3,858 SUZANNE LACHMAN $3,627 JEFF DUNKLE $1,289 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 2013. 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 2C THE BOARD OF DIRECTORS OF EVANGELICAL SERVICES FOR THE AGING HAS A FINANCE COMMITTEE WHO ASSUMES RESPONSIBILITY FOR THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. PILGRIM GARDENS SENIOR HOUSING LP 101 E COUNTY LINE ROAD SUIT 200 HATBORO PA 19040 753258108 LOW INCOME HOUSING PROJECT SERVING THE ELDERLY PA 537257 11845587 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 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 0 1 0 1 1 0 0 0 0 0 0 1 1 1 1 1 1 1 1 EVANGELICAL MANOR K 463271 FMV NEW HERITAGE TOWERS K 1543438 FMV MAPLE VILLAGE K 367712 FMV EVANGELICAL SENIOR HOUSING K 71167 FMV EVANGELICAL SERVICES FOR THE AGING FOUNDATION K 12000 FMV STAPELEY HALL K 595130 FMV STAPELEY HALL D 1961998 FMV EVANGELICAL MANOR D 1798336 FMV NORTH AMERICAN BAPTIST HOME FOR THE AGED D 3704965 FMV MAPLE VILLAGE E 1507876 FMV EVANGELICAL SERVICES FOR THE AGING FOUNDATION E 44081 FMV WESLEY ENHANCED LIVING AT CHESTNUT HILL MANOR D 0 FMV NEW HERITAGE TOWERS E 9261419 FMV MAPLE VILLAGE D 19395356 FMV NEW HERITAGE TOWERS D 12844338 FMV MAPLE VILLAGE N 139038 FMV NEW HERITAGE TOWERS N 20837 FMV NORTH AMERICAN BAPTIST HOME FOR THE AGED K 68697 FMV WESLEY ENHANCED LIVING AT CHESTNUT HILL MANOR B 1019772 BOOK