2014-11-13T09:22:26-06:00 2013-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2013-01-01 203970256 WESLEY COMMUNITY SERVICES INC WESL 5152716789 5508 NORTHWEST 88TH STREET JOHNSTON IA 50131 FRANK TALLERICO CFO 5152716789 2014-11-12 1 KACIE MCEWEN P01599614 6123764500 2013 2015-11-30 17:44:51Z ROB KRETZINGER 5508 NORTHWEST 88TH STREET JOHNSTON IA 50131 12254001 0 X WWW.WESLEYSERVICES.ORG X 2005 IA TO PROVIDE IN-HOME SUPPORT, ASSISTANCE, MEALS & COMPANIONSHIP FOR SENIORS & LOW-INCOME ADULTS. 9 9 0 965 0 0 635803 346120 10588582 11636693 198328 4104 -11284 257831 11411429 12244748 0 819993 0 0 7700215 8989620 0 0 59469 3265825 3812689 10966040 13622302 445389 -1377554 8317507 7693342 864093 1597371 7453414 6095971 X WESLEY COMMUNITY SERVICES, INC. IS FOCUSED ON PROVIDING SERVICES TO OLDER ADULTS AND THOSE WITH LOW INCOME. 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 WESLEY COMMUNITY SERVICES, INC. IS TO PROVIDE IN-HOME SUPPORTIVE ASSISTANCE, MEALS 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. 1 0 13122556 819993 11636741 WESLEY COMMUNITY SERVICES, INC. (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 FOR OLDER ADULTS. 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. 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. WESLEY COMMUNITY SERVICES, INC. (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, AND THE BEST CARE POSSIBLE.BELOW REFLECTS SOME OF OUR COMMUNITY BENEFITS FROM 2013:- CLIENTS AND PARTICIPANTS OF HOME AND COMMUNITY BASED SERVICES RECEIVED $296,358 WORTH OF CHARITABLE CARE AS SUPPORTED THROUGH SCHOLARSHIPS TO HELP SUPPORT THEIR INDEPENDENCE, HEALTH AND WELL-BEING AT HOME.- IN 2013, WE SERVED 199 PEOPLE THROUGH MEDICAID AND 298 PEOPLE THROUGH WAIVER MEAL SERVICES.- 85% OF MEALS ON WHEELS CLIENTS IN 2013 RECEIVED FINANCIAL ASSISTANCE FOR THEIR MEALS. NO ONE IS TURNED AWAY FROM THIS PROGRAM BECAUSE OF THEIR INABILITY TO PAY.- OUR COMMUNITY-BASED SERVICES IN WCS HAD A VOLUNTEER SERVICES PROGRAM IN WHICH 6,247 VOLUNTEER HOURS WERE DEDICATED TO THE CORRESPONDING PROGRAM ACTIVITIES. THESE PROGRAMS IMPROVE THE QUALITY OF LIFE FOR THE MANY OLDER ADULTS WHO DEPEND ON US TO MEET SOME OF THEIR MOST BASIC HUMAN NEEDS. THESE PROGRAMS ENABLE MANY TO STAY IN THEIR OWN HOMES FOR MANY YEARS, DELAYING OR ELIMINATING THE NEED FOR INSTITUTIONALIZATION. THE MOST COMMON SERVICES INCLUDED:1. TRANSPORTATION - VOLUNTEERS HELP WITH GROCERY SHOPPING AND MEAL DELIVERY FOR THOSE WHO ARE CONFINED TO THEIR HOMES. VOLUNTEERS ALSO ASSIST WITH ERRANDS AND RIDES TO MEDICAL OR OTHER ESSENTIAL APPOINTMENTS. IN ADDITION TO VOLUNTEER SERVICES, WESLEY WHEELS PROVIDED ACCESS TO TRANSPORTATION TO 1,034 PEOPLE.2. VISITOR - VOLUNTEERS CALL OLDER ADULTS AND DISABLED CLIENTS REGULARLY TO ENCOURAGE SOCIALIZATION AND COMPANIONSHIP.3. MONEY MANAGEMENT - TRAINED VOLUNTEERS ARE MATCHED WITH FINANCIALLY VULNERABLE OLDER ADULTS TO HELP THEM MAINTAIN THEIR INDEPEDENCE, BE FREE OF FINANCIAL EXPLOITATION, AND INCREASE THEIR FINANCIAL LITERACY. - WCS REACHED OUT TO THE GREATER COMMUNITY TO PROVIDE AND CONDUCT 460 BLOOD PRESSURE SCREENINGS - OUR WCS HOSPICE PROGRAM CONDUCTED 21 SUPPORT GROUP MEETINGS FOR THE GREATER COMMUNITY, WITH 192 PEOPLE ATTENDING TO CONNECT WITH RESOURCES AND OTHERS WHO ARE EXPERIENCING GREIF OVER THE LOSS OF A LOVED ONE. THE WCS HOSPICE PROGRAM ALSO HAS A VOLUNTEER BASE OF TRAINED VOLUNTEERS WHO CONTRIBUTED 974 HOURS OF ASSISTANCE TO HOSPICE PATIENTS AND THEIR FAMILIES.- OTHER COMMUNITY-BASED VOLUNTEER PROJECTS IN WCS (BELOW) CONSIST OF PROGRAMS DESIGNED TO MAINTAIN CLIENT INDEPENDENCE AND KEEP OLDER ADULTS IN THEIR OWN HOMES:1. MEALS ON WHEELS ALLOWS 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 319 VOLUNTEERS PARTICIPATE WITH OVER 2,112 HOURS CONTRIBUTED. 13122556 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 25 0 0 0 0 0 0 1 1 1 1 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 NW 88TH STREET JOHNSTON IA 50131 BOB RUCH CHAIRMAN 2.00 4.00 X X 0 0 0 PEG ARMSTRONG-GUSTAFSON VICE CHAIR (THRU SEPTEMBER) 1.00 2.00 X X 0 0 0 JODY LORENCE SECRETARY/TREASURER 1.00 2.00 X X 0 0 0 CARROLL BENNETT PAST CHAIRMAN 1.00 2.00 X 0 0 0 TOM MAHONEY DIRECTOR 1.00 2.00 X 0 0 0 JOHN MOENCK DIRECTOR 1.00 2.00 X 0 0 0 CHAD RASMUSSEN 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 ROB KRETZINGER PRESIDENT & CEO 1.00 49.00 X 0 471878 71672 JAMES ROBINSON VP OF OPERATIONS/COO 1.00 49.00 X 0 200638 6215 FRANK TALLERICO CFO 1.00 49.00 X 0 243515 18307 0 916031 96194 0 0 1 0 THERAPY SERVICES LTD 950 OFFICE PARK RD STE 106 WEST DES MOINES IA 50265 THERAPY SERVICES 346743 KEY REHABILITATION INC 1335 NW BROAD STREET MURFREESBORO TN 37129 THERAPY SERVICES 296239 REHABCARE GROUP INC PO BOX 503534 ST LOUIS MO 631503534 THERAPY SERVICES 187930 SIGNATURE HEALTHCARE LLC 14225 UNIVSERITY AVE STE 130 WAUKEE IA 502638294 CONTRACTED STAFFING 174106 CLEAR CHANNEL OUTDOOR PO BOX 847247 DALLAS TX 752847247 ADVERTISING 101283 5 5189 86206 95956 158769 6153 346120 HEALTH CARE SERVICES 623000 11636693 11636693 11636693 4104 4104 6700 86206 9253 -2553 -2553 TRANSPORTATION REVENUE 623990 260336 260336 MISCELLANEOUS REVENUE 623990 48 48 260384 12244748 11636741 0 261887 819993 819993 7533083 7218655 277778 36650 146976 139984 6268 724 695540 680944 8598 5998 614021 595047 16310 2664 12104 8281 3823 14168 14168 24407 24116 291 553068 529850 22839 379 117786 106315 11411 60 343514 330235 12778 501 86548 75134 11367 47 223524 218308 5148 68 474863 465016 8760 1087 11484 4282 7065 137 4472 4472 160436 138212 21558 666 207663 204900 2664 99 FOOD 1297859 1297859 MISCELLANEOUS EXPENSES 280793 265425 4979 10389 13622302 13122556 440277 59469 240324 248988 310863 161532 1580356 1918909 8174 5422 21706 28741 2868806 1669613 1230898 1199193 4815460 4130000 109726 557 8317507 7693342 772783 945695 90799 87178 511 564498 864093 1597371 X 3546464 2179385 3565534 3570778 341416 345808 7453414 6095971 8317507 7693342 -1377554 13236 6875 0 X 0 1 X 1 0 X 439084 453557 1132346 635803 352995 3013785 8959058 10111009 10917622 10593607 11643393 52224689 9398142 10564566 12049968 11229410 11996388 55238474 8783 8783 0 8783 8783 55229691 120098 135018 141131 156203 4104 556554 120098 135018 141131 156203 4104 556554 484 735 346 1565 15617 32923 32191 4609 260384 345724 9534341 10733242 12223636 11390222 12260876 56142317 0.98370 0.98340 0.00990 0.01480 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE TRANSPORTATION REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 341416 312 4080 345808 346625 -9347 4138 341416 341547 5500 -422 346625 333287 4095 4165 341547 325056 1900 6331 333287 0.00000 1.00000 0.00000 0 0 144384 144384 1344027 548652 795375 70926 38785 32141 1245342 1018049 227293 64127 64127 0 1199193 ANNUITY PAYMENT LIABILITY 409 INTERCOMPANY PAYABLE 564089 564498 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 FOLLOWS THE ACCOUNTING STANDARD FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE CORPORATION 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). THE ORGANIZATION'S 2010 THROUGH 2013 TAX YEARS ARE OPEN TO EXAMINATION BY THE IRS. WESLEY COMMUNITY SERVICES, INC. IS NOT AWARE OF ANY CURRENT IRS INQUIRIES OR ACTIONS. ROCKIN' AND ROLLIN' FOR MEALS ON WH 92906 86206 6700 0 1500 1436 4015 2160 142 92906 86206 6700 1500 1436 4015 2160 142 9253 -2553 1 WESLEYLIFE 5508 NORTHWEST 88TH STREET JOHNSTON IA 50131 300577845 501(C)(3) 819993 EQUITY TRANSFER. 1 0 PART I, LINE 2: WESLEY COMMUNITY SERVICES, INC. MAKES INTERCOMPANY TRANSFERS TO RELATED ORGANIZATIONS. ALL RELATED ORGANIZATIONS ARE UNDER COMMON MANAGEMENT WHO REGULARLY MONITORS THE USE OF THESE FUNDS THROUGH THE INTERNAL FINANCIAL REPORTING PROCESS. 1 0 0 0 0 0 0 0 0 ROB KRETZINGER PRESIDENT & CEO 0 411000 0 0 0 60878 0 39150 0 32522 0 543550 0 0 JAMES ROBINSON VP OF OPERATIONS/COO 0 85614 0 0 0 115024 0 2568 0 3647 0 206853 0 0 FRANK TALLERICO CFO 0 240699 0 2500 0 316 0 7296 0 11011 0 261822 0 0 PART I, LINE 4A JAMES ROBINSON, SEVERANCE, $115,335 PART I, LINE 3 WESLEYLIFE DETERMINES THE CEO'S COMPENSATION. THEY USE A COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, A WRITTEN EMPLOYMENT CONTRACT, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF ORGANIZATION'S CEO. FORM 990, PART III, LINE 2 IN 2013, WESLEY COMMUNITY SERVICES, INC. LAUNCHED ITS NON-EMERGENCY MEDICAL TRANSPORT (NEMT) SERVICE LINE OFFERING TRANSPORTATION SERVICES THROUGH WESLEY WHEELS. FORM 990, PART VI, SECTION A, LINE 1 THE COMMITTEE IS COMPOSED OF THE OFFICERS OF THE BOARD AND THE CHAIRS OF THE COMMITTEES. ALL MEMBERS ARE ON THE GOVERNING BOARD. THE 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 COMMITTEE SHALL HAVE NO AUTHORITY TO AMEND THE ARTICLES OF INCORPORATION, THE BYLAWS, OR ADOPT A PLAN OF MERGER OR CONSOLIDATION. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF WESLEY COMMUNITY SERVICES, INC., IS WESLEYLIFE. FORM 990, PART VI, SECTION A, LINE 7A WESLEYLIFE ELECTS THE BOARD MEMBERS OF WESLEY COMMUNITY SERVICES, INC. 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; 3. APPROVAL OF THE INCURRENT 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 CEO, CFO AND DIRECTOR OF FINANCE REVIEWED THE DOCUMENT INTERNALLY. THE 990 WAS THEN DISTRIBUTED TO THE FINANCE COMMITTEE FOR DISCUSSION WITH MANAGEMENT AND APPROVAL FOR SUBMISSION WITH THE IRS. ONCE APPROVED BY THE FINANCE COMMITTEE, THE 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CORPORATION REQUIRES FROM BOARD MEMBERS AND MANAGING EMPLOYEES 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 LEADINGAGE, FORMERLY KNOWN AS THE AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING PROVIDE AN ANNUAL SURVEY OF COMPENSATION FOR CEOS AND OTHER OFFICERS. (WESLEY 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. 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 2013 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. WESLEY AT HOME LLC 944 18TH STREET DES MOINES IA 50314 260668461 HOME HEALTH CARE IA 5568771 1181712 WESLEY COMMUNITY SERVICES INC WESLEY RETIREMENT SERVICES INC 5508 NW 88 STREET JOHNSTON IA 50131 420680440 CARE SUPPORT IA 501(C)(3) 9 WESLEYLIFE 0 WESLEYLIFE 5508 NW 88 STREET JOHNSTON IA 50131 300577845 SUPPORT WESLEY RETIREMENT SERVICES IA 501(C)(3) 11 - TYPE 3 FI N/A 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 1 0 1 0 0