2013-04-26T11:20:23-05:00 2012-12-31 410746749 CLIFTONLARSONALLEN LLP 610 WEST GERMANTOWN PIKE SUITE 400 PLYMOUTH MEETING PA 19462 990 2012-01-01 232648022 EVANGELICAL SERVICES FOR THE AGING D/B/A WESLEY ENHANCED LIVING EVAN 2153540565 101 E COUNTY LINE ROAD - SUITE 200 NO 150 HATBORO PA 19040 JEFF DUNKLE 2153540565 2013-04-16 1 MICHAEL SIEGEL P01587323 2156433900 2012 2016-03-07 17:11:31Z WESLEY ENHANCED LIVING JEFF PETTY 101 E COUNTY LINE ROAD - SUITE 200 NO 150 HATBORO PA 19040 3652413 0 3423 X WWW.WEL.ORG X 1989 PA TO PROMOTE THE GENERAL HEALTH, WELFARE AND SECURITY OF THE ELDERLY. 11 11 49 11 0 0 6280 0 3475476 3635787 2772 15195 0 1431 3484528 3652413 0 0 0 0 2889592 2623367 0 0 0 626485 1311422 3516077 3934789 -31549 -282376 21179248 22399229 21237589 22740100 -58341 -340871 TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES. 0 0 3109405 AGING SERVICES - TO PROMOTE THE GENERAL HEALTH, WELFARE AND SECURITY OF THE ELDERLY; AND TO PLAN FOR AND DEVELOP NEW PROGRAMS AND SERVICES TO MEET THE SOCIAL, HEALTH & PERSONAL NEEDS OF THE ELDERLY. 561273 526382 PILGRIM GARDENS SENIOR HOUSING, L.P IS A LOW INCOME HOUSING PROJECT WHICH SERVES THE ELDERLY 561273 1 0 0 1 0 0 0 0 0 0 1 0 0 1 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 22 0 1 49 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X JEFF DUNKLE 2153540565 928 JAYMOR ROAD BLDG B SUITE 150 SOUTHAMPTON PA 18966 HARRY SYMONS 1.00 X X 0 0 0 SCOTT WETHERBEE 1.00 X X 0 0 0 GEORGE J PINEL CPA 1.00 X X 0 0 0 RON EVANS 1.00 X 0 0 0 WAYNE KOSIK 1.00 X 0 0 0 RICHARD POWELL 1.00 X 0 0 0 RICHARD WELLS 1.00 X 0 0 0 JERRY KLINE 1.00 X 0 0 0 KEVIN PASQUAY 1.00 X 0 0 0 TOM PANZER 1.00 X 0 0 0 MARY WHITE 1.00 X 0 0 0 JEFF PETTY 40.00 X 343586 0 18500 ROCHELLE BALLET 40.00 X 180471 0 14395 KEN FRANIAK 40.00 X 205791 0 18309 ROBYN KULP 40.00 X 120316 0 3771 SUZANNE LACHMAN 40.00 X 121019 0 8858 SHARON MARGUILES 40.00 X 129901 0 6571 JEFF DUNKLE 40.00 X 135000 0 13066 1236084 0 83470 7 0 1 0 0 MANAGEMENT FEES 623990 3109405 3109405 INDEPENDENT LIVING 623990 526382 526382 3635787 15195 15195 MISCELLANEOUS INCOME 623990 1431 1431 1431 3652413 3635787 0 16626 2027852 23324 2004528 80040 650 79390 369628 6047 363581 145847 1651 144196 196667 196667 39887 39887 20162 20162 40478 39493 985 37607 37607 106305 1033 105272 291070 82926 208144 18474 18474 111967 89574 22393 417215 316575 100640 25865 25865 CONSULTING FEES 3516 3516 RECRUITING FEES 2209 2209 3934789 561273 3373516 0 416054 171171 377299 232869 143690 156627 11963222 818014 11492841 11145208 8749364 10693354 21179248 22399229 1545981 1323134 32093 40617 12877750 12855515 366351 6415414 8520834 21237589 22740100 X -58341 -340871 -58341 -340871 21179248 22399229 -282376 -154 0 X X 0 1 X 1 0 X X 0 0 0 EVANGELICAL MANOR 230563550 9 0 0 1 0 NEW HERITAGE TOWERS 232366563 9 0 0 1 0 NORTH AMERICAN BAPTIST HOME FOR THE AGED 231401533 9 0 0 1 0 MAPLE VILLAGE 232810902 9 0 0 1 0 EVANGELICAL SERVICES FOR THE AGING FOUNDATION 231971878 11 0 0 1 0 WESLEY ENHANCED LIVING AT CHESTNUT HILL MANOR 260760001 9 0 0 1 0 STAPELEY HALL 232145152 9 0 0 1 0 7 0 0 1 0 0 0 0 1 0 1 130763 130763 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: THE AMOUNT ASSOCIATED WITH SELECTIONS B AND G ABOVE ARE NEGLIGIBLE. THE COSTS UNDER SELECTION I ARE FOR MANAGEMENT CONTRACTS WITH PUBLIC POLICY FIRMS. THE LOBBYING EXPENSES WERE WITH LEADING AGE FOR $40,350 AND ACG (AMERICAN CONTINENTAL GROUP) FOR $90,413. 0 0 15000 15000 11615458 583772 11031686 332764 234242 98522 11145208 DUE FROM RELATED PARTY 8247086 RELATED PARTY NOTES RECEIVABLE 1090486 RESTRICTED DEPOSITS AND RESERVE FUNDS 1215048 TENANT SECURITY DEPOSITS 40617 DEFERRED FINANCING COST 100117 10693354 DUE TO AFFILIATE 8520834 8520834 X DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: EVANGELICAL SERVICES FOR THE AGING HAS BEEN RECOGNIZED AS AN EXEMPT ORGANIZATION AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD, WHICH DIRECTS THE RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE IMPLEMENTATION OF THE INCOME TAX STANDARD HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURN IS SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE YEARS 2009 TO 2011 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. X X X X X X 0 1 0 0 0 0 0 1 0 JEFF PETTY 313536 0 30050 0 0 0 12345 0 6155 0 362086 0 0 0 ROCHELLE BALLET 172116 0 8355 0 0 0 13769 0 626 0 194866 0 0 0 KEN FRANIAK 196263 0 9528 0 0 0 15701 0 2608 0 224100 0 0 0 PART I, LINE 4B JEFF PETTY $12,345 KEN FRANIAK $15,701 ROCHELLE BALLET $13,769 GERALD ORGANT $6,441 ROBYN KULP $3,442 SUZANNE LACHMAN $3,627 SHARON MARGUILES $1,427 JEFF DUNKLE $8,100 PART I, LINE 7 SHARON MARGUILES, DIRECTOR OF MARKETING, RECEIVED SALES COMMISSION PAYMENTS TOTALING $46,150. THE COMMISSIONS WERE BASED ON ACTUAL SALES MADE DURING 2012. FORM 990, PART VI, SECTION A, LINE 1 IN THE INTERIM BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL HAVE ALL POWERS OF THE BOARD IN THE TRANSACTION OF THE BUSINESS OF THE CORPORATION. IT SHALL NOT, HOWEVER, HAVE POWER TO AUTHORIZE ANY EXTRAORDINARY EXPENDITURES OR TO CONTRACT ANY UNUSUAL OR EXTRAORDINARY LIABILITY WITHOUT FIRST OBTAINING THE APPROVAL OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE FINANCE COMMITTEE AND PRESENTED TO THE FULL BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND KEY STAFF ARE GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY ANNUALLY TO REVIEW DURING THE JANUARY BOARD MEETING. THE POLICY OUTLINES THE GUIDING PRINCIPALS OF THE POLICY AND DISCLOSURE REQUIREMENTS AND PROCEDURES FOR DEALING WITH CONFLICTS OF INTEREST. IN ADDITION, BOARD MEMBERS AND KEY STAFF ARE REQUIRED TO COMPLETE ANNUAL CONFLICTS OF INTEREST AND DISCLOSURE OF RELATED ACTIVITIES STATEMENTS."RELATED" INDIVIDUALS SHALL NOT BE PLACED IN WEL THROUGH EMPLOYMENT, TRANSFER, OR PROMOTION WHEN SUCH PLACEMENT WILL RESULT IN ONE SUPERVISING ANOTHER AND/OR HAVING THE RESPONSIBILITY TO MAKE OR PARTICIPATE ACTIVELY IN MAKING DECISIONS REGARDING A "RELATED" EMPLOYEE'S EMPLOYMENT STATUS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO AND ITS DIRECT REPORTS IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION STUDIES ARE DONE PERIODICALLY BY AN OUTSIDE COMPENSATION CONSULTANT TO DETERMINE COMPENSATION, USING COMPARATIVE INDEPENDENT DATA. THE CEO IS THE ONLY EMPLOYEE WHO HAS AN EMPLOYMENT CONTRACT. FOR OTHER EMPLOYEES, COMPENSATION REVIEWS ARE COMPLETED INTERNALLY COMPARING COMPENSATION DATA AVAILABLE THROUGH PANPHA AND OTHER BENCHMARKS. THIS WAS LAST COMPLETED IN 2010. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. REQUESTS FOR THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WILL BE CONSIDERED ON A CASE BY CASE BASIS. FORM 990, PART XI, LINE 2C THE BOARD OF DIRECTORS OF EVANGELICAL SERVICES FOR THE AGING HAS A FINANCE COMMITTEE WHO ASSUMES RESPONSIBILITY FOR THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. PILGRIM GARDENS SENIOR HOUSING LP 101 E COUNTY LINE ROAD SUIT 200 HATBORO PA 19040 753258108 LOW INCOME HOUSING PROJECT SERVING THE ELDERLY PA 282377 12487849 EVANGELICAL SERVICES FOR THE AGING PILGRIM GARDENS SENIOR HOUSING GP LLC 101 E COUNTY LINE ROAD SUIT 200 HATBORO PA 19040 753258102 GENERAL PARTNER OF PILGRIM GARDENS SENIOR HOUSING LP PA 0 0 EVANGELICAL SERVICES FOR THE AGING EVANGELICAL MANOR C/O 101 E COUNTY LINE ROAD SUITE 20 HATBORO PA 19040 230563550 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 NEW HERITAGE TOWERS C/O 101 E COUNTY LINE ROAD SUITE 20 HATBORO PA 19040 232366563 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 NORTH AMERICAN BAPTIST HOME FOR THE AGED C/O 101 E COUNTY LINE ROAD SUITE 20 HATBORO PA 19040 231401533 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 MAPLE VILLAGE C/O 101 E COUNTY LINE ROAD SUITE 20 HATBORO PA 19040 232810902 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 WESLEY ENHANCED LIVING AT CHESTNUT HILL MANOR C/O 101 E COUNTY LINE ROAD SUITE 20 HATBORO PA 19040 260760001 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 EVANGELICAL SERVICES FOR THE AGING FOUNDATION C/O 101 E COUNTY LINE ROAD SUITE 20 HATBORO PA 19040 231971878 FUNDRAISING ARM OF EVANGELICAL SERVICES FOR THE AGING PA 501C(3) 11 EVANGELICAL SERVICES FOR THE AGING 0 STAPELEY HALL C/O 101 E COUNTY LINE ROAD SUITE 20 HATBORO PA 19040 232145152 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 0 1 0 1 1 0 0 0 0 0 0 1 1 1 1 1 1 1 1 NORTH AMERICAN BAPTIST HOME FOR THE AGED K 75000 FMV NEW HERITAGE TOWERS K 1131211 FMV MAPLE VILLAGE K 467915 FMV EVANGELICAL SENIOR HOUSING K 101220 FMV EVANGELICAL SERVICES FOR THE AGING FOUNDATION K 12000 FMV STAPELEY HALL K 1225235 FMV STAPELEY HALL D 871585 FMV EVANGELICAL MANOR D 1951501 FMV NORTH AMERICAN BAPTIST HOME FOR THE AGED D 3534897 FMV MAPLE VILLAGE E 1444311 FMV EVANGELICAL SERVICES FOR THE AGING FOUNDATION E 4116 FMV WESLEY ENHANCED LIVING AT CHESTNUT HILL MANOR D 1090486 FMV NEW HERITAGE TOWERS E 8071927 FMV MAPLE VILLAGE D 20080362 FMV NEW HERITAGE TOWERS D 13259338 FMV MAPLE VILLAGE N 137151 FMV NEW HERITAGE TOWERS N 23075 FMV NORTH AMERICAN BAPTIST HOME FOR THE AGED K 96824 FMV