2013-11-15T15:59:13-06:00 2012-12-31 Howard Wershbale & Co 23240 Chagrin Blvd Suite 700 Cleveland OH 441225450 990 2012-01-01 310738614 WESLEY GLEN INC % ROBERT WEHNER WESL 6148887492 5155 NORTH HIGH STREET Suite COLUMBUS OH 43214 Robert Wehner 6148887492 2013-11-15 true Mary Eileen Vitale CPA 2168311200 2012 2016-03-07 17:11:31Z MARGARET CARMANY 5155 N HIGH STREET COLUMBUS OH 43214 22009349 false X WWW.METHODISTELDERCARE.ORG X 1967 OH TO PROVIDE QUALITY HOUSING, HEALTHCARE, AND SERVICES TO SENIORS IN AN INTENTIONALLY CHRISTIAN COMMUNITY, ON A FIRM FINANCIAL FOUNDATION, THROUGH EFFECTIVE STRATEGIC PLANNING. 25 25 434 169 0 241790 198738 21156819 20881013 453296 570217 43587 8837 21895492 21658805 33939 41370 0 0 9509347 9379794 0 0 89345 10396753 11243654 19940039 20664818 1955453 993987 32874405 34640274 16151903 16643090 16722502 17997184 TO PROVIDE QUALITY HOUSING, HEALTHCARE, AND SERVICES TO SENIORS IN AN INTENTIONALLY CHRISTIAN COMMUNITY, ON A FIRM FINANCIAL FOUNDATION, THROUGH EFFECTIVE STRATEGIC PLANNING. false false 15796189 41370 20882783 WESLEY GLEN, OPENED IN 1969 IN COLUMBUS, PROVIDES INDEPENDENT, ASSISTED LIVING, DEMENTIA CARE, AND NURSING CARE TO SENIOR RESIDENTS. ADDITIONAL SERVICES AVAILABLE INCLUDE SOCIAL, RECREATIONAL, AND WELLNESS PROGRAMS, THERAPY, TRANSPORTATION, CONCIERGE, HOUSEKEEPING, AND MAINTENANCE. 15796189 true true false false false false true false true true false true false true false false true false false false false false false false false false false true true true false false false false false false false false false false false false true false false false true 41 0 434 true false false false false false false false false false false X 25 25 false false false false false false false true true false false true true true true true true true true false OH X ROBERT WEHNER 6148887492 5155 NORTH HIGH STREET COLUMBUS OH 43214 HAZEL AUGSBURGER 1.0 X 0 0 0 ROBERT BRADLEY 1.0 X 0 0 0 ANNE H BROWN 1.0 X 0 0 0 THOMAS M BROWN 1.0 X 0 0 0 CLARENCE J CUNNINGHAM 1.0 X 0 0 0 REV H EUGENE FOLDEN JR 1.0 X 0 0 0 REV ROGER L GRACE 1.0 X 0 0 0 RUSSELL A HALL 1.0 X 0 0 0 JAN HILLS 1.0 X 0 0 0 EMILY HOBSON 1.0 X 0 0 0 ROBERT A HOLM 1.0 X 0 0 0 DOUG A JACKSON 1.0 X 0 0 0 AMY K KUHN 1.0 X 0 0 0 RONALD C KYSER 1.0 X 0 0 0 CHARLES W LOVELESS 1.0 X 0 0 0 BENIS C LUTZ 1.0 X 0 0 0 MARK J PALMER 1.0 X 0 0 0 MARY ANN SHORT 1.0 X 0 0 0 REV R STANLEY SUTTON 1.0 X 0 0 0 REV JAMES WAUGH 1.0 X 0 0 0 JOHN WHITAKER 1.0 X 0 0 0 WILLIAM A WILLIS 1.0 X 0 0 0 L CEAN WILSON 1.0 X 0 0 0 JOHN HOPPERS 1.0 X 0 0 0 KAY HOPPERS 1.0 X 0 0 0 RANDALL MOORE 1.0 X 0 0 0 R THOMAS SLACK 1.0 X 0 0 0 CHARLES WALZ 1.0 X 0 0 0 MARGARET CARMANY 14.0 26.0 X 0 223634 25543 ROBERT WEHNER 8.0 32.0 X 0 184730 12582 DAWN SCHAFFNER 20.0 20.0 X 0 137252 11153 TOM WIDNEY 40.0 X 108073 0 6226 CHRISTOPHER NICHOLS 20.0 20.0 X 0 103263 6852 PENNY MONROE 40.0 X 103126 0 2413 211199 648879 64769 2 false true false SELECT MEDICAL REHAB SERVICES 4025 Tampa Rd Ste 1106 OLDSMAR FL 34677 REHAB SERVICES 1655351 CGS Adminstrators LLC PO Box 957635 ST LOUIS MO 63195 Billing Services 307075 Capital Plumbing 1659 Watkins Rd COLUMBUS OH 43207 CONSTRUCTION 562086 US Security Associates Inc PO Box 931703 ATLANTA GA 31193 security 137025 Elford Inc 1220 Dublin Rd COLUMBUS OH 43215 Construction 179580 5 198738 198738 RESIDENT SERVICES 623000 20830021 20830021 AMORTIZATION OF ENTRANCE FEES 623000 50992 50992 20881013 154664 154664 0 0 7067 7067 0 7067 7067 165924 600173 41489 309055 124435 291118 415553 415553 0 0 0 MISCELLANEOUS 900099 1770 1770 1770 21658805 20882783 577284 0 41370 41370 0 0 114299 114299 0 7308864 6027266 1281598 36527 36527 1120764 136198 984566 799340 716219 83121 1210107 1210107 191846 191846 85676 85676 0 0 0 2146628 1779261 367367 258878 169533 89345 226953 226953 7426 7426 0 2205560 2205560 8036 8036 0 8630 8630 237978 237978 0 1371911 1371911 58571 58571 OTHER 20464 20464 UNIFORMS 52916 52916 FOOD & DIETARY 990446 990446 REPAIRS & MAINTENANCE 39742 39742 2121886 2121886 20664818 15796189 4779284 89345 2996299 6389103 148656 185253 148154 131549 830923 1275710 0 0 0 0 0 0 96319 66784 107908 31030 30806466 12759902 16613892 18046564 4639863 5370901 0 0 4866401 2614063 0 0 2425990 529317 32874405 34640274 3103574 2055799 0 0 0 0 9678337 9187510 0 0 0 0 8077 0 0 0 3361915 5399781 16151903 16643090 X 15459782 16972156 491575 240914 771145 784114 16722502 17997184 32874405 34640274 X 993987 268442 12253 X X false true X true false X 58139 59503 360390 241790 198738 918560 18709073 19713387 20742414 21156819 20881013 101202706 0 0 0 18767212 19772890 21102804 21398609 21079751 102121266 29705 10300 10000 6165 42811 98981 0 29705 10300 10000 6165 42811 98981 102022285 242483 178838 233570 100347 154664 909902 0 242483 178838 233570 100347 154664 909902 0 165086 246843 758 1770 414457 19174781 20198571 21336374 21499714 21236185 103445625 0.98624 0.98223 0.00880 0.01048 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 771145 12969 784114 787875 -16730 771145 764624 23251 787875 720281 44343 764624 873759 -153478 720281 1.00000 false false 350806 350806 26385217 10657549 15727668 1592569 1100710 491859 2477874 1001643 1476231 18046564 BOND TRUST ACCOUNTS 0 F FRIENDS OF HB WILLIAMS FUND 15300 F CHARITABLE CARE FUND 2598763 F 2614063 0 ENTRANCE FEES 3174403 DUE TO AFFILIATES 1693370 REAL ESTATE TAXES PAYABLE 372123 DEPOSITS 40100 INTEREST RATE SWAP AGREEMENT 119785 5399781 WORKS OF ART SCHEDULE D, PART III, LINE 4 A GEORGE WASHINGTON PAINTING WAS DONATED TO THE ORGANIZATION. THEREFORE, IT WAS THE ORGANIZATION'S RESPONSIBILITY TO RESTORE AND PRESERVE THE ASSET FOR FUTURE GENERATIONS. THE ASSET IS CURRENTLY UNDER SCHOLARLY RESEARCH AND IS INTENDED FOR PUBLIC EXHIBITION. Endowments Schedule D, Part V, Line 4 The Organization has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of the endowment assets. Endowment assets include those assets of donor-restricted funds that the Organization must hold in perpetuity. Under this policy, as approved by the Board of Directors, the endowment assets are invested in a manner that is intended to achieve a total return that is above the market using a composite index comprised of cash reserves (0 to 60 percent) and equities (0 to 40 percent). Actual returns in any given year may vary from this amount. true CHARITABLE CARE PROGRAM 8 15128 FREE DAY PROGRAM 10 26242 PROCEDURE FOR MONITORING GRANTS IN THE US PART I, LINE 2 FOR FREE CARE DAYS, CONTRACTS OF INDEPENDENT LIVING RESIDENTS CONTAIN A STATEMYNT REGARDING THE ABILITY TO UTILIZE 10 FREE DAYS PER YEAR AT ANOTHER LEVEL OF CARE. FOR CHARITABLE CARE CREDIT, RESIDENTS ARE EVALUATED UPON ADMISSION TO DETERMINE FINANCIAL NEED. IN ADDITION, IF A RESIDENTS' RESOURCES ARE DEPLETED AT A LATER TIME, AN APPLICATION CAN BE COMPLETED TO RECEIVE CHARITABLE CARE. X X X false true false false false false false false false MARGARET CARMANY 0 223634 0 0 0 0 0 19041 0 6502 0 249177 0 0 ROBERT WEHNER 0 184730 0 0 0 0 0 12306 0 276 0 197312 0 0 Nonqualified retirement plan payments Schedule J, Part I, Line 4b MARGARET CARMANY $17,129, ROBERT WEHNER $10,667 A COUNTY OF FRANKLIN OHIO 316400067 2010-10-29 22340000 refunding and capital improvement false false false A 0 0 22340000 0 0 15600000 134800 0 0 6605200 0 0 2012 false false true true A false false false false 0.00000 0.00000 0.00000 true false false false A false false false true true first merit 4.92 true false false 0 false false A false OTHER CHANGES IN NET ASSETS Page 12, Part XI, #9 CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT (716) CHANGE IN VALUE OF PERPETUAL TRUST 12,969 REVIEW OF FORM 990 PART VI, SECTION B, LINE 11 THE CFO REVIEWS FORM 990, BEFORE FILING AN ELECTRONIC COPY IS PROVIDED TO THE BOARD MEMBERS FOR THEIR REVIEW BEFORE FILING. CONFLICT OF INTEREST MONITORING PART VI, SECTION B, LINE 12C THE CORPORATE COMPLIANCE OFFICER REVIEWS ON A MONTHLY BASIS ANY POSSIBLE CONFLICT OF INTEREST SITUATIONS AND THE BOARD OF TRUSTEES REVIEWS ON AN ANNUAL BASIS. EMPLOYEES AND BOARD MEMBERS MUST DISCLOSE POSSIBLE CONFLICTS OF INTEREST INVOLVING THEMSELVES OR THEIR IMMEDIATE FAMILIES IF AN EMPLOYEE OR BOARD MEMBER BELIEVES A CONFLICT OF INTEREST EXISTS OR MAY EXIST, THE EMPLOYEE OR BOARD MEMBER MUST NOTIFY THE EXECUTIVE DIRECTOR OF CORPORATE COMPLIANCE, AND TREAT THE SITUATION AS IF A CONFLICT EXISTS UNTIL THE EXECUTIVE DIRECTOR OF CORPORATE COMPLIANCE RESOLVES THE POTENTIAL CONFLICT, RESTRICTIONS IMPOSED INCLUDE VOTING AND PARTICIPATION. COMPENSATION REVIEW PART VI, SECTION B, LINE 15 THE ORGANIZATION USES WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEYS OR STUDIES, AND APPROVAL BY THE BOARD TO ESTABLISH COMPENSATION. THE PROCESS WAS LAST COMPLETED IN 2010. DOCUMENTS MADE AVAILABLE TO THE PUBLIC PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. Schedule K Bonds Schedule K - Franklin County Ohio Bonds In 2010 the organization entered into a combined bond issue with Wesley Ridge Residence Corp, a related organization, to refinance the existing 2005 bond issues for both organizations and for the construction of The Wellness Center of Wesley Glen. The combined bond issue is reported on Schedule K of the form 990 of both organizations. OTHER EXPENSES FORM 990 PART IX DESCRIPTION:AUTO EXPENSE TOTAL EXPENSES:6851 PROGRAM SERVICES:6851 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:DUES & SUBSCRIPTIONS TOTAL EXPENSES:20036 PROGRAM SERVICES:20036 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:LICENSES TOTAL EXPENSES:25956 PROGRAM SERVICES:25956 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:BANK CHARGES TOTAL EXPENSES:3389 PROGRAM SERVICES:3389 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:MEETINGS & CONTINUING ED TOTAL EXPENSES:35609 PROGRAM SERVICES:35609 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:BED TAX TOTAL EXPENSES:344652 PROGRAM SERVICES:344652 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:BAD DEBTS TOTAL EXPENSES:363561 PROGRAM SERVICES:363561 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:BOARD EXPENSES TOTAL EXPENSES:44169 PROGRAM SERVICES:44169 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:MISCELLANEOUS TOTAL EXPENSES:1 PROGRAM SERVICES:1 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:BILLING TOTAL EXPENSES:13243 PROGRAM SERVICES:13243 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:ACTIVITIES SUPPLIES TOTAL EXPENSES:49036 PROGRAM SERVICES:49036 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:LAUNDRY TOTAL EXPENSES:8859 PROGRAM SERVICES:8859 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:RECRUITING TOTAL EXPENSES:24964 PROGRAM SERVICES:24964 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:EMPLOYMENT EXPENSE TOTAL EXPENSES:22829 PROGRAM SERVICES:22829 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:MEDICAL SUPPPLIES TOTAL EXPENSES:844479 PROGRAM SERVICES:844479 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:MINOR EQUIPMENT TOTAL EXPENSES:54618 PROGRAM SERVICES:54618 OTHER EXPENSES FORM 990 PART IX DESCRIPTION:SUPPLIES TOTAL EXPENSES:259634 PROGRAM SERVICES:259634 LIFE CENTER ADULT DAY CARE 2225 LC SR 256 REYNOLDSBURG OH 43068 311152032 ADULT DAYCARE OH 501(C)(3) LINE 9 MET RET CNTR false WESLEY RIDGE INC 2225 LC SR 256 REYNOLDSBURG OH 43068 311461485 HEALTHCARE OH 501(C)(3) LINE 9 MET RET CNTR false WESLEY GLEN HEALTH SERVICES CORP 5155 N HIGH ST COLUMBUS OH 43214 311614458 HEALTHCARE OH 501(C)(3) LINE 11B,ii MET RET CNTR false WESLEY RIDGE RESIDENCE CORP 2225 LC SR 256 REYNOLDSBURG OH 43068 311595342 HEALTHCARE OH 501(C)(3) LINE 9 MET RET CNTR false WESLEY HILLS OF FAIRFIELD COUNTY 5155 N HIGH ST COLUMBUS OH 43214 311779923 SENIOR LIVING OH 501(C)(3) LINE 9 MET RET CNTR false METHODIST RETIREMENT CENTER CENTRAL OHIO 5155 N HIGH ST COLUMBUS OH 43214 310711146 HEALTHCARE OH 501(C)(3) 11C,III-FI NA false HOSPICE SERVICES AT METHODIST ELDERCARE 5155 NORTH HIGH STREET COLUMBUS OH 43214 271188840 HOSPICE OH 501(C)(3) 9 MET RET CNTR false GORSUCH-METHODIST ELDER CARE DEVELOPMENT 5155 N HIGH ST COLUMBUS OH 43214 311773779 LAND DEVELOPM OH MET RET CNTR RELATED false 0 false false true false false false false false false true false true false false true true true true