2013-11-14T11:25:22-06:00 2012-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2012-01-01 300577845 WESLEYLIFE WESL 5152716789 5508 NORTHWEST 88TH STREET NO 120 JOHNSTON IA 50131 FRANK TALLERICO 5152716789 2013-11-13 1 CORY RUTLEDGE P01329381 6123764500 2012 2016-02-24 21:20:13Z ROB KRETZINGER 5508 NORTHWEST 88TH STREET NO 120 JOHNSTON IA 50131 4519595 0 X WWW.WESLEYLIFE.ORG X 2010 IA SUPPORT THE INDEPENDENCE, HEALTH AND WELL BEING OF OLDER ADULTS, WHEREVER THEY CALL HOME. 11 11 1734 12 0 0 751943 13764 4170797 4468363 -18559 4493 133 145 4904314 4486765 10000 2800 0 0 3007166 3753983 0 0 450970 1693974 1450688 4711140 5207471 193174 -720706 753156 1586128 559982 2113660 193174 -527532 X WESLEYLIFE IS THE SUPPORTING ORGANIZATION FOR ITS AFFILIATES: WESLEY RETIREMENT SERVICES, WESLEY COMMUNITY SERVICES, BOTH 501(C)(3) ORGANIZATIONS, AND WESLEY DEVELOPMENT SERVICES, AN LLC DERIVING ITS TAX EXEMPT STATUS FROM WESLEYLIFE. THE MISSION OF WESLEYLIFE IS TO SUPPORT THE INDEPENDENCE, HEALTH AND WELL BEING OF OLDER ADULTS WHEREVER THEY CALL HOME. IT DOES THIS BY PROVIDING SUPPORTING SERVICES, SUCH AS ACCOUNTING, FINANCE, HUMAN RESOURCES, MARKETING, INFORMATION TECHNOLOGY, AND PHILANTHROPY FOR ITS AFFILIATES. 0 0 2800 2800 4468363 WESLEYLIFE WAS ESTABLISHED IN DECEMBER 2010 AS A SUPPORTING ORGANIZATION FOR WESLEY RETIREMENT SERVICES, INC. (WRS) AND WESLEY COMMUNITY SERVICES, INC. (WCS). WRS WAS ESTABLISHED IN 1947 AS A FAITH-BASED, NON-PROFIT ORGANIZATION AND HAS SINCE DEDICATED ITSELF TO PROVIDING HOUSING, HEALTH CARE, AND SUPPORT SERVICES EXCLUSIVELY TO OLDER ADULTS IN WAYS THAT PROMOTE INDEPENDENCE AND A HEALTHY, ACTIVE LIFESTYLE FOR EVERYONE WE SERVE. WCS WAS ESTABLISHED IN 2006 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. WESLEY DEVELOPMENT SERVICES WAS CREATED IN FEBRUARY 2011. IT'S ROLE IS TO PROVIDE MARKET RESEARCH, AND SERVICES SUCH AS PROJECT DESIGN, MANAGEMENT, MONITORING, AND MARKETING RELATED TO NEW COMMUNITITES FOR WESLEYLIFE AND ITS AFFILIATES. OUR MISSION IS TO PROMOTE THE INDEPENDENCE, HEALTH, AND WELL-BEING OF OLDER ADULTS WHEREVER THEY CALL HOME. 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. OUR CORE MISSION SUPPORTS OLDER ADULTS WHEREVER THEY CALL HOME. WESLEYLIFE CURRENTLY OWNS AND OPERATES SEVEN RETIREMENT COMMUNITIES IN IOWA THROUGH WESLEY RETIREMENT SERVICES, INC. (WRS) THAT OFFER A FULL CONTINUUM OF SERVICES. THOSE RETIREMENT COMMUNITIES ARE: WESLEY ACRES IN DES MOINES; HALCYON HOUSE IN WASHINGTON; HERITAGE HOUSE IN ATLANTIC; THE VILLAGE IN INDIANOLA; PARK CENTRE IN NEWTON; EDGEWATER, AN ACTIVE LIFE COMMUNITY IN WEST DES MOINES; AND HEARTHSTONE, A MINISTRY OF WESLEYLIFE IN PELLA. WESLEYLIFE ALSO OPERATES HOME AND COMMUNITY BASED SERVICES THROUGH WESLEY COMMUNITY SERVICES, INC. (WCS) THAT AUGMENT OUR TOTAL SERVICE OFFERING. OUR HOME AND COMMUNITY BASED SERVICES ARE FOCUSED ON PROVIDING SERVICES TO OLDER ADULTS AND INDIGENT REGARDLESS OF FINANCIAL MEANS. WE 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, AND OTHER VOLUNTEER SERVICES WHICH HELP KEEP INDIVIDUALS INDEPENDENT AND ACTIVE IN THEIR HOMES AND THE COMMUNITY. WESLEY ALSO OPERATES THREE ADULT DAY CENTERS - WILLOWBROOK ADULT DAY SERVICES IN NEWTON; WESLEY 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 CARE, WHICH ALLOWS US TO EXTEND OUR MINISTRY AND QUALITY OF CARE.IN 2012, WESLEYLIFE'S SUPPORTING ORGANIZATIONS, WRS AND WCS, PROVIDED HOUSING AND SERVICES FOR MORE THAN 11,941 OLDER IOWANS WHO RECEIVED INDIVIDUALIZED ATTENTION FROM OUR MORE THAN 1,734 PASSIONATE TEAM MEMBERS. 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 ORGNAIZATION, 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 THE COMMUNITY BENEFITS FROM 2012:- WESLEYLIFE PROVIDED $1,354,691 IN CHARITY CARE TO OUR RESIDENTS, PARTICIPANTS AND CLIENTS. RESIDENTS RECEIVED $529,813 WORTH OF CHARITABLE CARE AS SUPPORTED THROUGH THE GOOD SAMARITAN AND GOOD SHEPHERD FUNDS TO ENSURE EACH PERSON COULD THRIVE IN THEIR HOME. CLIENTS AND PARTICIPANTS HOME AND COMMUNITY BASED SERVICES RECEIVED $243,209 WORTH OF CHARITABLE CARE AS SUPPORTED THROUGH SCHOLARSHIPS TO HELP SUPPORT THEIR INDEPENDENCE, HEALTH AND WELL-BEING AT HOME.- IN 2012, INCREASING OUR REACH TO UNDERSERVED COMMUNITY MEMBERS, MEDICAID DAYS INCREASED BY 8% OVER LAST YEAR TO 26,794 DAYS.- MORE THAN 300 COMMUNITY MEMBERS PARTICIPATED IN VARIOUS SUPPORT GROUPS OFFERED AT OUR COMMUNITIES, INCLUDING ALZHEIMER'S, PARKINSON'S, AND BLIND SUPPORT GROUPS, AS WELL AS OFFERING MORE THAN 30 CAREGIVER SUPPORT MEETINGS FOR 99 COMMUNITY MEMBERS.- WE OFFERED 41 EDUCATIONAL SESSIONS AIMED AT IMPROVING THE HEALTH OF OLDER ADULTS BY PROMOTING NUTRITION, WELLNESS, AND QUALIFY OF LIFE. IN TOTAL, 459 COMMUNITY MEMBERS PARTICIPATED IN THESE EDUCATIONAL SESSIONS.- WE PROVIDED MORE THAN 15,000 HOURS OF VOLUNTEER OPPORTUNITIES TO APPROXIMATELY 790 COMMUNITY MEMBERS.- WE WELCOMED 112 FUTURE NURSES, PHARMACISTS, DOCTORS, AND WELLNESS PROFESSIONALS AS INTERNS AND STUDENTS, PROVIDING 3,997 HOURS OF HANDS-ON, REAL-LIFE EXPERIENCES WITH RESIDENTS, CLIENTS, TEAM MEMBERS AND LEADERSHIP. - OUR DOORS ARE OPENED EACH YEAR TO MANY GOVERNMENT ENTITIES, RELIGIOUS GROUPS AND OTHER NON-PROFITS TO USE FOR MEETINGS, EDUCATIONAL PRESENTATIONS AND NEIGHBORHOOD MEETINGS. WE PROVIDED MEETING SPACE TO 219 GROUPS, IN WHICH 3,643 COMMUNITY MEMBERS ATTENDED.- MORE THAN 2,100 CHILDREN AND STUDENTS VISITED RESIDENTS AND PARTICIPANTS TO CREATE MULTI-GENERATIONAL RELATIONSHIPS, PROMOTE READING SKILLS, AND CREATE MENTORING RELATIONSHIPS.- WE PROVIDED A GATHERING SPACE IN OUR RETIREMENT COMMUNITIES AT NO CHARGE TO LOCAL GROUPS ON XXX OCCASSIONS, SERVING OVER X,XXX INDIVIDUALS.- WE COORDINATED AND FACILITATED INTERGENERATIONAL ACTIVITIES WITH GRADE SCHOOL-AGE CHILDREN, PROMOTING READING AND MENTORING RELATIONSHIPS.- WE COLLECTED AND DONATED VARIOUS ITEMS, INCLUDING CLOTHING, COATS, BOOKS, AND OTHER SUPPLIES TO AREA CHARITIES. IN ADDITION TO CONTRIBUTIONS, MORE THAN 9,000 MEALS WERE DONATED TO A LOCAL HOMELESS SHELTER.- TEAM MEMBERS HELPED SHAPE THE FUTURE OF HEALTH AND WELLNESS BY CONTRIBUTING 404 HOURS TO LOCAL AND NATIONAL ORGANIZATIONS THROUGH MEMBERSHIP OR SERVING ON THE BOARD OF DIRECTORS. 2800 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 16 0 1734 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X FRANK TALLERICO CFO 5152716559 5508 NW 88TH STREET SUITE 120 JOHNSTON IA 50131 CARROLL BENNETT 2.00 4.00 X X 0 0 0 BOB RUCH 1.00 2.00 X X 0 0 0 JODY LORENCE 1.00 2.00 X X 0 0 0 JIM VICKERY 1.00 2.00 X 0 0 0 PEG ARMSTRONG-GUSTAFSON 1.00 2.00 X 0 0 0 TOM MAHONEY 1.00 2.00 X 0 0 0 JOHN MOENCK 1.00 2.00 X 0 0 0 CHAD RASMUSSEN 1.00 2.00 X 0 0 0 DAN RENEKER 1.00 2.00 X 0 0 0 DAVID STOUT 1.00 2.00 X 0 0 0 KIRK TYLER 1.00 2.00 X 0 0 0 TERESA WAHLERT 1.00 2.00 X 0 0 0 ROB KRETZINGER 50.00 0.00 X 400665 0 50627 FRANK TALLERICO 50.00 0.00 X 233406 0 17531 JAMES ROBINSON 50.00 0.00 X 221722 0 21995 BRYAN SCHNURR 50.00 0.00 X 165831 0 19232 BRYAN SANDERS 50.00 0.00 X 156579 0 19985 KRISTY VAN DER WIEL 50.00 0.00 X 143133 0 19473 JACKIE MATT 50.00 0.00 X 118607 0 15505 WILLIAM ANDERSON 50.00 0.00 X 118710 0 1634 1558653 0 165982 9 0 1 0 PATHWAY HEALTH SERVICES 2025 4TH ST WHITE BEAR LAKE MN 55110 CONSULTING 326702 ECAPITAL ADVISORS LLC 7900 XERXES AVE S STE 1300 BLOOMINGTON MN 55431 SOFTWARE CONSULTING 128743 2 13764 2500 13764 MANAGEMENT FEES 561000 4216680 4216680 PROJECT REVENUE 561000 251683 251683 4468363 37323 37323 32830 -32830 -32830 -32830 MISCELLANEOUS REVENUE 900099 145 145 145 4486765 4468363 0 4638 2800 2800 945946 945946 2272030 2002567 269463 35932 33786 2146 287747 273990 13757 212328 191383 20945 64845 64845 95351 95351 392853 389853 3000 119365 95490 23875 53156 50150 3006 51951 48663 3288 379 379 115267 110991 4276 45204 39483 5721 7688 7688 221906 221906 SMALL EQUIPMENT 81842 81842 MISCELLANEOUS EXPENSES 65115 64840 275 FUND DEVELOPMENT 61328 61328 EDUCATION & TRAINING 35121 33055 2066 39317 1493 37824 5207471 2800 4753701 450970 54624 4743 1693 130 2950 108354 2319513 881412 586998 1438101 106891 34800 753156 1586128 519359 466392 663657 40623 983611 559982 2113660 X 193174 -538796 0 11264 193174 -527532 753156 1586128 -720706 0 X 0 1 X 1 0 X X X X 0 0 0 WESLEY COMMUNITY SERVICES INC 203970256 LINE 9 1 1 1 788496 WESLEY RETIREMENT SERVICES INC 420680440 LINE 9 1 1 1 3428184 2 4216680 783334 783334 1438278 831215 607063 97901 50197 47704 1438101 INTERCOMPANY PAYABLES 948811 ASSET RETIREMENT OBLIGATION 34800 983611 X DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE CORPORATION FOLLOWS THE ACCOUNTING STANDARD FOR CONTENGENCIES 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 2009 THROUGH 2012 TAX YEARS ARE OPEN TO EXAMINATION BY THE IRS. WESLEY LIFE IS NOT AWARE OF ANY CURRENT IRS INQUIRIES OR ACTIONS. X X X X 0 0 0 0 0 0 0 0 0 ROB KRETZINGER 399500 0 0 0 1165 0 35500 0 15127 0 451292 0 0 0 FRANK TALLERICO 233010 0 0 0 396 0 6990 0 10541 0 250937 0 0 0 JAMES ROBINSON 221722 0 0 0 0 0 6699 0 15296 0 243717 0 0 0 BRYAN SCHNURR 165831 0 0 0 0 0 3887 0 15345 0 185063 0 0 0 BRYAN SANDERS 156579 0 0 0 0 0 4705 0 15280 0 176564 0 0 0 KRISTY VAN DER WIEL 143133 0 0 0 0 0 4311 0 15162 0 162606 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR OF THE BOARD, THE VICE CHAIR, THE PAST CHAIR, THE CHAIR OF THE PLANNING COMMITTEE AND THE CHAIR OF THE FINANCE COMMITTEE. EXCEPT FOR THE PRESIDENT/CEO, ALL MEMBERS OF THE EXECUTIVE COMMITTEE MUST BE MEMBERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE HAS ALL THE AUTHORITY OF THE BOARD OF DIRECTORS EXCEPT AS HEREIN PROVIDED, BUT LIMITS ITSELF TO MATTERS, WHICH, IN ITS JUDGMENT, REQUIRE IMMEDIATE ACTION AND CANNOT WAIT UNTIL A REGULAR OR SPECIAL MEETING OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE DOES NOT HAVE THE AUTHORITY TO AMEND THE ARTICLES OF INCORPORATION OR BYLAWS OR TO ADOPT A PLAN OF MERGER OR OTHER CONSOLIDATION. THE EXECUTIVE COMMITTEE PROVIDES OVERSIGHT FOR STRATEGIC PLAN REVIEW. THE EXECUTIVE COMMITTEE EVALUATES THE PERFORMANCE OF THE PRESIDENT/CEO, ESTABLISHES COMPENSATION FOR SUCH PERSON ONCE EACH YEAR, AND REPORTS ITS WORK TO THE BOARD OF DIRECTORS. WHEN EVALUATIONG THE PERFORMANCE OF THE PRESIDENT/CEO, THAT INDIVIDUAL DOES NOT PARTICIPATE IN SUCH MEETING AS A MEMBER OF THE EXECUTIVE COMMITTEE. 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 WAS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL 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 OF WESLEY RETIREMENT SERVICES, A RELATED ORGANIZATION, 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 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 2012 AND IS DONE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. WESLEY DEVELOPMENT SERVICES LLC 5508 NW 88TH STREET JOHNSTON IA 50131 DEVELOPMENT SERVICES IA 251683 877 WESLEYLIFE WESLEY COMMUNITY SERVICES INC 944 18TH STREET DES MOINES IA 50314 203970256 HOME HEALTH CARE IA 501(C)(3) LINE 9 WESLEYLIFE 1 WESLEY RETIREMENT SERVICES INC 5508 NW 88TH ST JOHNSTON IA 50131 420680440 LONG TERM CARE IA 501(C)(3) LINE 9 WESLEYLIFE 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1