2013-05-15T08:27:29-05:00 2012-09-30 570381582 ELLIOTT DAVIS LLCPLLC P O BOX 429 GREENWOOD SC 296480429 990 2011-10-01 570524661 WESLEY COMMONS WESL 8642272790 1110 MARSHALL ROAD GREENWOOD SC 29646 DAVID BUCKSHORN 8642277250 2013-05-09 1 CHARLES W SCHULZE CPA P00043152 8642294951 2011 2016-02-25 16:41:14Z DAVID BUCKSHORN 1110 MARSHALL ROAD GREENWOOD SC 29646 22668924 0 X WWW.WESLEYCOMMONS.ORG X 1969 SC ENRICHING LIVES BY PROVIDING INNOVATIVE LIVING OPPORTUNITIES IN ACCORD WITH CHRISTIAN PRINCIPLES. 21 20 351 148 0 0 314997 399476 16621591 15798320 447545 366727 0 0 17384133 16564523 0 0 0 0 7292220 7172875 0 0 91303 9678341 9379279 16970561 16552154 413572 12369 53429280 53137530 50733301 49878935 2695979 3258595 X ENRICHING LIVES BY PROVIDING INNOVATIVE LIVING OPPORTUNITIES IN ACCORD WITH CHRISTIAN PRINCIPLES. 0 0 5885302 6257783 INDEPENDENT LIVING - WESLEY COMMONS IS A MASTER PLANNED, FULL-SERVICE CONTINUING CARE RETIREMENT COMMUNITY LOCATED ON OVER 100 BEAUTIFUL WOODED ACRES IN GREENWOOD, SOUTH CAROLINA. THE COMMUNITY OFFERS A FULL RANGE OF SERVICES FOR SENIOR ADULTS - A VARIETY OF INDEPENDENT RESIDENTIAL LIVING NEIGHBORHOODS, WITH THE SECURITY OF QUALITY AND CARING OPTIONS FOR ASSISTED LIVING, ALZHEIMER'S AND DEMENTIA CARE, AND SKILLED NURSING RIGHT ON OUR CAMPUS. THIS GIVES RETIREES THE FREEDOM TO SHAPE THEIR OWN RETIREMENT LIFESTYLE WITH COMFORT AND SECURITY. 5907058 7175734 SKILLED NURSING - SURROUNDED BY LUSH LANDSCAPING AND ROLLING GREEN MEADOWS, WESLEY COMMONS HEALTH CARE CENTER IS A LIVELY AND INVITING PLACE. ORIGINALLY OPENED IN 1971, THE HEALTH CARE CENTER HAS 102 PRIVATE ROOMS WITH PRIVATE BATHS. ALL ROOMS OFFER AMPLE SPACE FOR FAMILY VISITS AND A CALM ENVIRONMENT THAT IS CONDUCIVE TO THE HIGHEST QUALITY OF LIFE. THE HEALTH CARE CENTER IS CERTIFIED BY MEDICARE AND MEDICAID AND OFFERS 24-HOUR PROFESSIONAL LICENSED SKILLED NURSING CARE.COMPLETELY RENOVATED IN 1997, THE HEALTH CARE CENTER WAS DESIGNED WITH A RESIDENTIAL, RATHER THAN MEDICAL, MODEL. THIS INNOVATIVE CONCEPT HAS RESULTED IN A CENTER FOCUSED ON THE WHOLE PATIENT, TAKING INTO ACCOUNT THEIR PHYSICAL ENVIRONMENT, THEIR EMOTIONAL STATE, AND THEIR SPIRITUAL WELL-BEING. A VARIETY OF SERVICES ARE PROVIDED IN OUR HEALTH CARE CENTER, SUCH AS: REHABILITATION (INCLUDING OCCUPATIONAL AS WELL AS PHYSICAL AND SPEECH THERAPY); INTRAVENOUS AND WOUND CARE; HOSPICE SERVICES; COMFORT CARE (INCLUDING PAIN AND SYMPTOM MANAGEMENT THERAPY); INTERNAL FEEDINGS; OXYGEN THERAPY. 1791059 2165720 ASSISTED LIVING - PALMETTO PLACE ASSISTED LIVING IS A BEAUTIFUL PART OF WESLEY COMMONS COMMUNITY THAT OFFERS AN ENVIRONMENT THAT ENCOURAGES INDEPENDENCE AND SELF-WORTH, WHILE PROVIDING ASSISTANCE WITH EVERYDAY ACTIVITIES. WE ARE DESIGNED ALL-INCLUSIVELY TO PROVIDE SENIOR ADULTS WITH INDIVIDUALIZED ASSISTANCE WITH ACTIVITIES OF DAILY LIVING SUCH AS BATHING, DRESSING, MEALS, MEDICATION MANAGEMENT/ADMINISTRATION AND CARE FREE LIVING. OUR RESIDENTS ENJOY DINING IN A RESTAURANT STYLE ATMOSPHERE WHERE THEIR NEEDS AND DESIRES ARE MET BY A WAIT STAFF. THERE IS ALSO A FULL ARRAY OF ACTIVITIES TO STIMULATE THEIR MINDS AND BODIES. WE ENCOURAGE THESE RESIDENTS TO PARTAKE IN THE FITNESS ACTIVITIES OFFERED IN OUR NEW WELLNESS COMPLEX, FULLY EQUIPPED WITH A WEIGHT ROOM, EXERCISE ROOM, POOL (WITH MEN AND WOMEN'S LOCKER ROOMS), AND MASSAGE THERAPY.JASMINE COTTAGE IS SOMETHING THAT YOU MUST "SEE TO BELIEVE". IT IS A 12-BED CONTROLLED ACCESS FACILITY DESIGNED FOR THE PERSON THAT HAS ALZHEIMER'S DISEASE OR OTHER DEMENTIA RELATED ILLNESSES. OUR STAFF HAS BEEN GIVEN EXCEPTIONAL TRAINING TO DEAL WITH THE VERY SPECIAL CARE THAT THE ALZHEIMER'S RESIDENT REQUIRES. SPECIALIZED PROGRAMMING OFFERS MANY ACTIVITIES THAT PROVIDE RESIDENTS THE OPPORTUNITY TO EXPERIENCE AN ENHANCED QUALITY OF LIFE. OUR FAMILY STYLE DINING, "LIFE SKILLS" AREAS, AND SNOEZELEN ROOM ADD TO THE HOMELIKE ENVIRONMENT AND WELL BEING OF THE RESIDENT. THE SNOEZELEN ROOM (DUTCH FOR "SNIFFING" AND "DOZING") IS AN ENJOYABLE AND RELAXING ENVIRONMENT THAT STIMULATES ALL FIVE SENSES, WHILE OUR "LIFE SKILLS" AREAS ARE DESIGNED TO ENCOURAGE RESIDENTS TO REMEMBER A LIFE THAT IS BOTH COMFORTABLE AND FAMILIAR. 206760 199083 HOME HEALTH CARE 206760 199083 13790179 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 41 0 351 1 0 0 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X SUSAN CRIBBS 8642272790 1110 MARSHALL ROAD GREENWOOD SC 29646 MR L B ADAMS JR 0.10 X 0 0 0 DR L JULIA BALL 0.10 X 0 0 0 THE REVEREND PETER BERNSTON 1.00 X 0 0 0 REV WILLIAM DONALD BRITT 0.20 X 0 0 0 MR JOE CHANDLER 0.20 X 0 0 0 THE REVEREND JAMES D DENNIS JR 0.20 X 0 0 0 THE REVEREND PAUL D FREY 0.50 X 0 0 0 MRS ANNE DRAKE 0.10 X 0 0 0 THE REVEREND FRAN M ELROD 0.20 X 0 0 0 MRS ADELAIDE C JOHNSON 0.20 X 0 0 0 MS WILLIE J LAGROONE 0.20 X 0 0 0 THE REVEREND JOHN T MILLER 1.30 X 0 0 0 THE REVEREND JAMES F PATTERSON 0.20 X 0 0 0 MR E KEITH SNEAD III 0.50 X 0 0 0 THE REVEREND PAUL W HARMON 0.20 X 0 0 0 DR WILLIAM B HINES JR 0.20 X 0 0 0 THE REVEREND ARTHUR H HOLT 0.20 X 0 0 0 SAMUEL H TOLBERT 0.20 X 0 0 0 MR FRED MURPHY 0.20 X 0 0 0 MR J ROBERT MAUNEY 0.20 X 0 0 0 MR EUGENE L CURRY 0.20 X 0 0 0 DAVID BUCKSHORN 55.00 X 297776 0 17726 SUSAN CRIBBS 45.00 X 142228 0 7813 KIMBERLY HOLMES 50.00 X 114792 0 17270 554796 0 42809 3 0 1 0 REHABCARE GROUP INC 680 SOUTH FOURTH STREET LOUISVILLE KY 40202 REHABILITATION SERVICES PROVIDER 652004 JOEL MANLEY 120 CABIN ROAD GREENWOOD SC 29646 FLOORING 247518 WOODLAWN HOME SERVICES PO BOX 961 GREENWOOD SC 29648 CONSTRUCTION CONTRACTOR 226167 SCOTT SORROW 1110 MARSHALL ROAD GREENWOOD SC 29646 PAINTING 128247 4 399476 399476 HEALTHCARE SERVICES 623000 8470341 8470341 MONTHLY SERVICE FEES 623990 5401168 5401168 EARNED ENTRANCE FEES 623990 1584196 1584196 OTHER REVENUE 623990 243063 243063 FOOD SERVICE INCOME 623990 99552 99552 15798320 427980 427980 6043148 6104401 -61253 -61253 -61253 16564523 15798320 0 366727 597604 468892 123116 5596 5901356 4630314 1215777 55265 171459 137167 34292 43336 17238 26098 459120 365248 89515 4357 91613 3308 88305 90688 73677 13044 3967 593702 590663 3016 23 37451 9226 27645 580 101013 16926 64643 19444 1696896 1696896 1607367 1607367 1317200 826418 490782 CONTRACT SERVICES 1116888 949999 166889 FOOD 869238 869238 UTILITIES 848069 835200 12869 OTHER 457691 369606 87067 1018 551463 322796 227614 1053 16552154 13790179 2670672 91303 575 575 1494362 1351420 644901 786439 217429 80086 68833 77239 85839 60995855 26350370 34598568 34645485 7796735 10499317 8736814 5482193 53429280 53137530 1065498 1121014 15866273 15597143 32743854 32123100 1057676 1037678 50733301 49878935 X 1905666 2417942 118279 168619 672034 672034 2695979 3258595 53429280 53137530 X 12369 550247 X X 0 1 1 X 0 X 363251 274349 699811 314997 399476 2051884 15917688 16365266 16199353 16621591 15798320 80902218 16280939 16639615 16899164 16936588 16197796 82954102 0 0 0 82954102 512714 278717 478111 447545 366727 2083814 512714 278717 478111 447545 366727 2083814 16793653 16918332 17377275 17384133 16564523 85037916 0.97550 0.97400 0.02450 0.02600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3530641 490840 305351 3716130 3839672 -3680 305351 3530641 3692663 236638 89629 3839672 3753057 82292 142686 3692663 0.78640 0.17070 0.04280 0 0 299137 299137 52187004 19795685 32391319 3637608 2637524 1000084 4872106 3917161 954945 34645485 DEVELOPMENT IN PROGRESS 174035 BOND ISSUE COSTS 202928 INTEREST IN ASSETS HELD BY OTHERS 892860 ASSETS WHOSE USE IS LIMITED(BOND RESTRICTED) 4212370 5482193 ACCRUED INTEREST 848874 ADVANCE PAYMENT FROM RESIDENTS 25254 DEPOSITS 163550 1037678 16564523 16552154 12369 550247 550247 562616 17114770 550247 550247 16564523 0 16564523 16552154 0 16552154 0 16552154 X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 DAVID BUCKSHORN 199522 0 82926 0 15328 0 17000 0 726 0 315502 0 0 0 SUSAN CRIBBS 117403 0 19179 0 5646 0 7558 0 255 0 150041 0 0 0 SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY 576000286 837033JT7 2006-10-01 35265000 ADVANCE REFUNDING OF THE ISSUER'S OUTSTANDING SERIES 2000 AND 2004 BONDS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FRED MURPHY TRUSTEE 43248 DECISIONS ARE MADE IN ACCORDANCE WITH PROPER CONFLICT OF INTEREST PROCEDURES WHICH ARE DESIGNED TO UPHOLD THE HIGHEST OF ETHICAL STANDARDS. MORE INFORMATION REGARDING THE ORGANIZATION'S CONFLICT OF INTEREST POLICY MAY BE FOUND IN SCHEDULE O. 0 FORM 990, PART VI, SECTION B, LINE 11 AS SOON AS THE RETURN IS COMPLETED, THE CFO AND CEO WILL REVIEW THE RETURN. AFTER THEIR REVIEW ASSUMING THAT THERE ARE NO CHANGES, A COPY OF THE RETURN WILL BE MAILED TO EACH BOARD OF TRUSTEE MEMBER WITH A LETTER REQUESTING THAT THEY REVIEW THE RETURN. THE LETTER WILL INSTRUCT THEM THAT THEY ARE TO RESPOND ONLY IF THEY HAVE A PROBLEM WITH THE RETURN AND THAT IF WE DO NOT HEAR FROM THEM THAT THIS WILL BE CONSIDERED THAT THEY HAVE REVIEWED AND AFFIRM THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE REQUIRED TO BE COMPLETED AT THE ANNUAL MEETING OF THE BOARD OF TRUSTEES. FORMS ARE KEPT ON FILE WITH THE OFFICIAL BOARD MINUTES. THE CHAIRMAN AND THE PRESIDENT/CEO ARE RESPONSIBLE FOR REVIEWING THE FORMS AND MONITORING COMPLIANCE WITH THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 WESLEY COMMONS BOARD OF TRUSTEES ENGAGES AN INDUSTRY KNOWLEDGEABLE THIRD PARTY AGENCY TO CONDUCT INVESTIGATIONS AND MAKE RECOMMENDATIONS AS TO THE COMPENSATION ON CERTAIN KEY POSITIONS OF WESLEY COMMONS. THE RECOMMENDATIONS ARE THEN REVIEWED AND USED BY THE WESLEY COMMONS BOARD IN THE DETERMINATION FOR ALL COMPENSATION AND RELATED MATTERS. THIS PROCESS IS INTENDED TO ASSURE WESLEY COMMONS PROVIDES ITS TALENT COMPETITIVE COMPENSATION AS DETERMINED BY THE INDUSTRY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND POLICIES ARE MADE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS OF THE MUNICIPAL SECURITIES RULE MAKING BOARD. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 550,247. FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING: THIS PROCESS IS UNCHANGED FROM THE PRIOR YEAR. GREENWOOD HERITAGE FOUNDATION INC P O BOX 1247 GREENWOOD SC 29648 571028929 INVESTMENT AND MANAGEMENT OF ASSETS TO BE USED FOR BENEFIT OF WESLEY COMMONS SC 501(C)(3) 11D N/A 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 GREENWOOD HERITAGE FOUNDATION INC C 81979 MEMORANDUM OF UNDERSTANDING GREENWOOD HERITAGE FOUNDATION INC D 200000 BOARD-APPROVED AMOUNT GREENWOOD HERITAGE FOUNDATION INC N 56593 WAGES PAID