2014-07-15T15:11:51-05:00 2013-12-31 310800053 CLARK SCHAEFER HACKETT & CO ONE EAST FOURTH ST SUITE 1200 CINCINNATI OH 45202 990 2013-01-01 310537097 WESLEY SERVICES ORGANIZATION FKA WESLEY HALL INC WESL 5136612777 2091 RADCLIFF DRIVE CINCINNATI OH 45204 STEPHANIE TUNISON CHIEF EXECUTIVE OFFICER 5136612777 2014-07-17 1 JANE E PFEIFER P00014949 5132413111 2014-07-17 2013 2015-11-30 17:44:51Z STEPHANIE TUNISON 2091 RADCLIFF DRIVE CINCINNATI OH 45204 2365055 0 X WSOCINCINNATI.ORG X 1949 OH TO PROMOTE THE INDEPENDENCE AND ENHANCE THE LIFE OF SENIORS. 9 9 5 11 0 0 243150 348019 95000 120000 112969 236724 49678 69920 500797 774663 0 0 0 0 360965 357223 0 0 85626 366178 441767 727143 798990 -226346 -24327 14197760 14638425 1469774 1367892 12727986 13270533 X TO PROVIDE SUPPORT TO WESLEY COMMUNITY SERVICES AND LINCOLN CRAWFORD, BOTH 501(C)(3) ORGANIZATIONS, INCLUDING GUIDANCE, STRATEGIC PLANNING, MANAGEMENT SERVICES, CORPORATE INFRASTRUCTURE AND FUNDRAISING ASSISTANCE. 0 0 182280 120000 WESLEY SERVICES ORGANIZATION (WSO) IS THE PARENT ORGANIZATION OF LINCOLN CRAWFORD (LC), A 501(C)(3) ORGANIZATION WHOSE NURSING FACILITY BED LICENSE AND OTHER ASSETS WERE SOLD ON JULY 31, 2012. IN 2013, WSO CONTINUED THE PROCESS OF CLOSING THE LC CORPORATE ENTITY. WSO IS ALSO THE PARENT ORGANIZATION OF WESLEY COMMUNITY SERVICES (WCS) WHICH IS ALSO A 501(C)(3) ORGANIZATION. WSO PROVIDED DEVELOPMENT STAFF FOR THE ORGANIZATIONS TO ASSIST IN THE CULTIVATION OF DONORS AND GIFTS FOR WHICH NO COMPENSATION FROM EITHER OPERATING ENTITY WAS SOUGHT TO COVER THE COSTS OF SUCH A PROGRAM. WSO ALSO PROVIDED FINANCIAL STAFF FOR BOTH ENTITIES AT A REDUCED COST TO EACH DIVISION, CHARGING THEM ONLY A PORTION OF THE TOTAL COSTS INCURRED.WSO CONTINUES TO PROVIDE MARKETING SERVICES FOR ALL CORPORATIONS THROUGH THE PUBLICATION OF SEMI-ANNUAL NEWSLETTERS. IN 2013, THE ANNUAL APPEAL WAS SENT TO 2,661 HOUSEHOLDS FOR A 9.58% RETURN. ADDITIONALLY, WSO PROVIDED THE NECESSARY SUPPORT AND STAFF TO PRODUCE VARIOUS APPEALS FOR LC AND CONTINUES THE SUPPORT FOR WCS. 182280 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 3 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X GLENN FLICK 5136612777 2091 RADCLIFF DRIVE CINCINNATI OH 45204 ROBERT SCHILLING PRESIDENT 0.50 0.60 X X 0 0 0 THOMAS KAYLOR CHAIRPERSON 0.80 0.80 X X 0 0 0 LEWIS BUNTON SECRETARY 0.50 0.60 X X 0 0 0 DAVID WARREN TREASURER 0.50 0.60 X X 0 0 0 RICHARD ADAMS TRUSTEE 0.50 0.60 X 0 0 0 MICHAEL BERRY TRUSTEE 0.50 0.60 X 0 0 0 ELISE COWIE TRUSTEE 0.50 0.60 X 0 0 0 THOMAS LOCKWOOD TRUSTEE 0.50 0.60 X 0 0 0 JOSEPH MAAS TRUSTEE 0.50 0.60 X 0 0 0 JUANITA ADAMS TRUSTEE - PART YEAR 0.00 0.00 X 0 0 0 STEVEN C KEHOE CFP CLU TRUSTEE - PART YEAR 0.30 0.30 X 0 0 0 MICHAEL MILLER TRUSTEE - PART YEAR 0.10 0.10 X 0 0 0 STEPHANIE TUNISON CHIEF EXECUTIVE OFFICER 20.00 20.00 X 117928 0 13155 JAMES G WALTHER CONTROLLER - PART YEAR 13.00 27.00 X 74437 0 7092 GLENN FLICK CONTROLLER - PART YEAR 15.00 25.00 X 3071 0 0 195436 0 20247 1 0 0 0 0 348019 348019 PROGRAM SERVICE REVENUE 561000 120000 120000 120000 209445 209445 69920 0 69920 69920 69920 1617671 1590392 27279 27279 27279 774663 120000 0 306644 215683 55256 147280 13147 110158 23452 43791 42915 1148 562 468 118 8019 412 1120 6487 22215 5766 12397 4052 20752 20752 29463 29463 73501 24351 45006 4144 1938 228 1710 78993 78993 3109 2834 275 2646 2442 204 72481 72481 7024 7024 GENERAL AND ADMINISTRAT 143502 0 133322 10180 SUPPLIES AND MAINTENANC 8358 5964 2394 798990 182280 531084 85626 369683 249763 12118 12399 2676181 337202 2308639 2338979 4032284 5219183 7475036 6818101 14197760 14638425 22728 15044 1447046 1352848 1469774 1367892 X 12280915 12916907 167566 145877 279505 207749 12727986 13270533 14197760 14638425 X -24327 296728 270146 X X 0 1 X 1 0 X X X X 0 0 0 WESLEY COMMUNITY SERVICES 311709022 9 1 1 1 0 LINCOLN CRAWFORD 311423419 9 1 1 1 0 2 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 332420 500 18263 107247 759 243177 307554 26884 2018 332420 306341 500 8265 1892 307554 218501 72256 16589 1005 306341 187877 650 30821 847 218501 0.85430 0.14570 0 0 214500 214500 2382410 288413 2093997 79271 48789 30482 2338979 DUE FROM RELATED PARTY 6818101 6818101 PAYABLE TO RELATED PARTY 1017103 ACCRUED PENSION 279050 ACCRUED SALARIES 56695 1352848 X PART V, LINE 4: TO PROVIDE SCHOLARSHIPS AND FOR THE BENEFIT OF PROGRAMS FOR WSO AND AFFILIATED ENTITIES ARE THE INTENDED USES OF THE PERMANENT ENDOWMENT. PART X, LINE 2: WESLEY SERVICES ORGANIZATION, LINCOLN CRAWFORD AND WESLEY COMMUNITY SERVICES ARE TAX-EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATIONS ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. IN ADDITION, THE ORGANIZATIONS HAVE BEEN CLASSIFIED AS ORGANIZATIONS OTHER THAN PRIVATE FOUNDATIONS UNDER SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF FASB ASC 740-10-25, WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE OPEN AUDIT PERIODS ARE 2010-2012. THE ORGANIZATION'S POLICY WITH REGARD TO INTEREST AND PENALTIES IS TO RECOGNIZE INTEREST THROUGH INTEREST EXPENSE AND PENALTIES THROUGH OTHER EXPENSE. IN EVALUATING THE ORGANIZATION'S TAX PROVISIONS AND ACCRUALS, FUTURE TAXABLE INCOME, AND THE REVERSAL OF TEMPORARY DIFFERENCES, INTERPRETATIONS AND TAX PLANNING STRATEGIES ARE CONSIDERED. THE ORGANIZATION BELIEVES THEIR ESTIMATES ARE APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES. FORM 990, PART VI, SECTION B, LINE 11 THE 990 WILL BE REVIEWED BY THE CONTROLLOR, CEO AND AUDIT AND INVESTMENT COMMITTEES IN ADDITION TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND DISCUSSED ANNUALLY AT A BOARD MEETING AND ALL POTENTIAL CONFLICTS ARE DISCLOSED, IF ANY. ANY BOARD MEMBER HAVING A POSSIBLE CONFLICT OF INTEREST REGARDING A MATTER BEFORE THE BOARD SHALL NOT VOTE OR USE HIS/HER PERSONAL INFLUENCE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE ORGANIZATION'S OFFICERS IS DETERMINED BY REVIEWING INDUSTRY BENCHMARKS, INCLUDING REPORTS FROM UNITED WAY, MEDICAID COST REPORT DATA, INDUSTRY SALARY SURVEYS FOR ACCOUNTANTS AND CPAS, AS WELL AS OTHER OUTSIDE NON-PROFIT SALARY PUBLICATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN DEFINED BENEFIT PLAN LIABILITY 270,146. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES ALSO ACTS AS THE AUDIT COMMITTEE. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. LINCOLN CRAWFORD 3333 GLENMORE AVENUE CINCINNATI OH 45211 311423419 ASSETS SOLD IN 2012 - CLOSING TRANSACTIONS STILL ONGOING IN 2013 OH 501(C)(3) 509(A)(2) WESLEY SERVICES ORGANIZATION 1 WESLEY COMMUNITY SERVICES 3333 GLENMORE AVENUE CINCINNATI OH 45211 311709022 PROVIDE BASIC CARE NEEDS TO ELDERLY AND THOSE WITH SPECIAL NEEDS OH 501(C)(3) 509(A)(2) WESLEY SERVICES ORGANIZATION 1 0 1 0 1 1 0 0 0 0 1 0 1 0 1 1 0 0 0 1