2012-11-13T09:31:27-06:00 2011-12-31 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2011-01-01 300577845 WESLEYLIFE WESL 5152716789 5508 NORTHWEST 88TH STREET NO 120 JOHNSTON IA 50131 FRANK TALLERICO 5152716789 2012-11-06 1 CORY RUTLEDGE P01329381 6123764500 2011 2016-02-24 21:20:13Z ROB KRETZINGER 5508 NORTHWEST 88TH STREET NO 120 JOHNSTON IA 50131 4922873 0 X WWW.WESLEYLIFE.ORG X 2010 IA SUPPORT THE INDEPENDENCE, HEALTH AND WELL BEING OF OLDER ADULTS, WHEREVER THEY CALL HOME. 11 11 0 11 0 0 0 751943 0 4170797 0 -18559 0 133 0 4904314 0 10000 0 0 0 3007166 0 0 401653 0 1693974 0 4711140 0 193174 0 753156 0 559982 0 193174 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. 1 0 10000 10000 4170797 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. 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 TWO ADULT DAY CENTERS - WILLOWBROOK ADULT DAY SERVICES IN NEWTON; AND WESLEY ADULT DAY SERVICES IN DES MOINES. 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 2011, WESLEYLIFE'S SUPPORTING ORGANIZATIONS, WRS AND WCS, PROVIDED HOUSING AND SERVICES FOR MORE THAN 5,000 OLDER IOWANS WHO RECEIVED INDIVIDUALIZED ATTENTION FROM OUR MORE THAN 1,300 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 IOWAN'S BY PROVIDING THEM THE QUALITY SERVICES THEY NEED WITH A SERVANT'S HEART. WE ARE COMMITTED TO QUALITY, EXCELLENCE, HOSPITALITY, AND INNOVATION. WHILE ALSO FIRMLY BELIEVING THAT IT IS OUR RESPONSIBILITY TO BE GOOD STEWARDS OF THE MISSION AND ONLY USE THE RESOURCES WE HAVE BEEN PROVIDED IN WAYS THAT WILL BETTER THE LIVES OF OUR CUSTOMERS. AS A NON-PROFIT ORGANIZATION, 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 WRS'S SOME OF COMMUNITY BENEFITS FROM 2011.-MANY OLDER ADULTS SOMETIMES FACE SITUATIONS WHERE THEIR SAVINGS AND INCOME CAN NO LONGER COVER THE COST OF THEIR NEEDS. IN 2011, OUR CHARITY AND UNCOMPENSATED CARE EXCEEDED $1.5 MILLION. WESLEY HAS NEVER ASKED ANYONE TO LEAVE THEIR HOME DUE TO LACK OF FUNDS. -IN 2011, SERVING OUR REACH TO UNDERSERVED COMMUNITY MEMBERS, MEDICAID DAYS INCREASED BY 10% OVER LAST YEAR TO 27,000 DAYS. -UR CCRCS CREATED AND CONDUCTED OVER 230 EDUCATIONAL SESSIONS AIMED AT IMPROVING HEALTH OF OLDER ADULTS BY PROMOTING NUTRITION, WELLNESS, AND QUALITY OF LIFE. IN TOTAL, OVER 1,300 OLDER ADULTS LIVING OUTSIDE OUR WESLEYLIFE COMMUNITIES PARTICIPATED IN THESE SERVICES. -WE PROVIDED MORE THAN 14,000 HOURS OF VOLUNTEER OPPORTUNITIES TO APPROXIMATELY 985 COMMUNITY MEMBERS.-WE PROVIDED MORE THAN 4,780 HOURS OF HANDS-ON EXPERIENCES FOR 131 STUDENT NURSES, WELLNESS, AND OTHER INTERNS EQUIPPING THEM WITH PRACTICAL EXPERIENCE IN THE HEALTHCARE FIELD AND HELPING THEM GAIN A BETTER UNDERSTANDING OF SENIOR HEALTH AND WELLNESS.-WE PROVIDED A GATHERING SPACE IN OUR RETIREMENT COMMUNITIES AT NO CHARGE TO LOCAL GROUPS ON 272 OCCASIONS, SERVING OVER 4,800 INDIVIDUALS. -WE COORDINATED AND FACILITATED INTERGENERATIONAL ACTIVITIES WITH GRADE SCHOOL-AGE CHILDREN PROMOTING READING AND MENTORING RELATIONSHIPS.-WE FACILITATED THE JOINING OF OUR RESIDENTS AND COMMUNITY MEMBERS FOR BENEFIT OF THEIR COMMUNITIES IN THE FOLLOWING VOLUNTEER EFFORTS: -COLLECTED AND DONATED VARIOUS ITEMS, INCLUDING CLOTHING, COATS, BOOKS, AND OTHER SUPPLIES TO AREA CHARITIES. ALSO CONTRIBUTED TO LOCAL FOOD DRIVES.-VOLUNTEER HOURS WERE CONTRIBUTED TO HABITAT FOR HUMANITY AND THE ANIMAL RESCUE LEAGUE.ALTHOUGH WRS, INC. IS A TAX EXEMPT 501(C)(3) ORGANIZATION OUR CAMPUS COMMUNITIES PAID PROPERTY TAX AMOUNTS IN EXCESS OF $1.2 MILLION IN 2011 TO HELP SUPPORT VITAL COMMUNITY SERVICES.WESLEY'S AFFILIATE COMPANY, WESLEY COMMUNITY SERVICES, INC. PROVIDES SUPPORT AND ASSISTANCE TO THOSE PERSONS RESIDING IN THEIR HOMES IN THE BROADER COMMUNITY. THOSE ACTIVITIES INCLUDE THE FOLLOWING:-THE PROVISION OF 241,000 HOME DELIVERED MEALS TO 1,651 OLDER ADULTS WHO CAN REMAIN IN THEIR HOMES ONLY WITH THE SUPPORT AND NUTRITION OF THE MEALS ON WHEELS PROGRAM. APPROXIMATELY 85% OF THE CLIENTS ARE COST SUBSIDIZED.-PROVISION OF HOME CARE SERVICES, INCLUDING SERVICES PROVIDED TO APPROXIMATELY 180 PEOPLE UNDER THE MEDICAID PROGRAM FOR LOWER INCOME PERSONS.-A VOLUNTEER SERVICES PROGRAM TO MAINTAIN REGULAR CONTACT WITH SHUT-INS AND ASSIST IN PROVIDING TRANSPORTATION AND TO PERFORM ERRANDS TO ALLOW INDIVIDUALS TO REMAIN IN THEIR HOMES.-PROVISION OF PUBLIC EDUCATION AND HEALTH SCREENINGS AT NO CHARGE. 10000 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 4 0 0 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 X X 0 0 0 BOB RUCH 1.00 X X 0 0 0 JODY LORENCE 1.00 X X 0 0 0 JIM VICKERY 1.00 X 0 0 0 ANN COWNIE 1.00 X 0 0 0 TOM MAHONEY 1.00 X 0 0 0 JOHN MOENCK 1.00 X 0 0 0 CHAD RASMUSSEN 1.00 X 0 0 0 DAN RENEKER 1.00 X 0 0 0 DAVID STOUT 1.00 X 0 0 0 KIRK TYLER 1.00 X 0 0 0 TERESA WAHLERT 1.00 X 0 0 0 ROB KRETZINGER 40.00 X 378222 0 32531 FRANK TALLERICO 40.00 X 222677 0 16508 JAMES ROBINSON 40.00 X 211343 0 20695 BRYAN SANDERS 40.00 X 151388 0 18752 KRISTY VAN DER WIEL 40.00 X 132937 0 18321 DWIGHT HICKS 40.00 X 126148 0 14266 BRYAN SCHNURR 40.00 X 122862 0 8794 JEFF CARACCI 40.00 X 112429 0 14335 1458006 0 144202 8 0 1 0 BREIHOLZ CONSTRUCTION COMPANY 202 DES MOINES STREET DES MOINES IA 50309 CONSTRUCTION 2149232 HANSEN COMPANY INC 5665 GREENDALE ROAD SUITE A JOHNSTON IA 50131 CONSTRUCTION 980391 HUBBLE CONSTRUCTION SERVICES 6900 WESTOWN PARKWAY DES MOINES IA 50266 CONSTRUCTION 977347 PATHWAY HEALTH SERVICES 2025 4TH ST WHITE BEAR LAKE MN 55110 CONSULTING 156851 INTEGRATED RESOURCE GROUP PO BOX 13477 DES MOINES IA 50310 COMPUTER SERVICES 125832 20 750000 1943 1943 751943 MANAGEMENT FEES 561000 4028533 4028533 PROJECT REVENUE 561000 142264 142264 4170797 17359 1200 -17359 -1200 -18559 -18559 MISCELLANEOUS REVENUE 900099 133 133 133 4904314 4170797 0 -18426 10000 10000 881976 881976 1662503 1432543 229960 50301 48770 1531 240301 224010 16291 172085 152032 20053 101111 101111 140648 140648 425010 425010 183327 183211 116 67859 61924 5935 152538 146513 6025 35 35 75710 73333 2377 32857 32552 305 151331 151331 FUND DEVELOPMENT 68538 68538 EMPLOYEE ADV. & RECRUIT 44071 44071 EMPLOYEE RELATIONS 40539 40539 BUSINESS DEV. & RESEARC 35678 35678 174722 124200 50522 4711140 10000 4299487 401653 0 54624 0 1693 0 2950 1277722 690724 0 586998 0 106891 0 753156 0 519359 0 40623 0 559982 X 0 193174 0 193174 0 753156 193174 0 X 0 1 1 X 0 X X X X 0 0 0 WESLEY COMMUNITY SERVICES INC 203970256 LINE 9 1 1 1 683748 WESLEY RETIREMENT SERVICES INC 420680440 LINE 9 1 1 1 3344785 2 4028533 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1177412 610473 566939 100310 80251 20059 586998 ASSETS HELD FOR SALE 106891 106891 INTERCOMPANY PAYABLES 40623 40623 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 2008 THROUGH 2011 TAX YEARS ARE OPEN TO EXAMINATION BY THE IRS. 1 LEADINGAGE INC 2519 CONNECTICUT AVE NW WASHINGTON DC 20008 136213525 501(C)(3) 10000 OPERATIONAL PURPOSES 1 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: IT IS AT THE DISCRETION OF THE SENIOR MANAGEMENT OF THE ORGANIZATION. 0 0 0 0 0 0 0 0 0 ROB KRETZINGER 361722 0 16500 0 0 0 18350 0 14181 0 410753 0 0 0 FRANK TALLERICO 222311 0 0 0 366 0 6670 0 9838 0 239185 0 0 0 JAMES ROBINSON 211226 0 0 0 117 0 6337 0 14358 0 232038 0 0 0 BRYAN SANDERS 150800 0 0 0 588 0 4524 0 14228 0 170140 0 0 0 KRISTY VAN DER WIEL 132937 0 0 0 0 0 4088 0 14233 0 151258 0 0 0 SUPPLEMENTAL INFORMATION PART III SCHEDULE J, PART I, LINE 3: WESLEY REITREMENT SERVICES, INC. DETERMINES THE CEO'S COMPENSATION. THEY USE A COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF ORGANIZATION'S CEO. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 WESLEY DEVELOPMENT SERVICES WAS CREATED IN FEBRUARY 2011. 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 SHALL HAVE ALL THE AUTHORITY OF THE BOARD OF DIRECTORS EXCEPT AS HEREIN PROVIDED, BUT SHALL LIMIT ITSELF TO MATTERS, WHICH, IN ITS JUDGEMENT REQUIRE IMMEDIATE ACTION AND CANNOT WAIT UNTIL A REGULAR OR SPECIAL MEETING OF THE BOARD OF THE DIRECTORS. THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE AUTHORITY TO AMEND THE ARTICLES OF INCORPORATION, BYLAWS OR ADOPT A PLAN OF MERGER OR OTHER CONSOLIDATION. THE EXECUTIVE COMMITTEE SHALL PROVIDE OVERSIGHT FOR STRATEGIC PLAN REVIEW. THE EXECUTIVE COMMITTEE SHALL EVALUATE THE PERFORMANCE OF THE PRESIDENT/CEO, ESTABLISH THE COMPENSATION FOR SUCH PERSON ONCE EACH YEAR, AND REPORT ITS WORK TO THE BOARD OF DIRECTORS. WHEN EVALUATING 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 VP OF FINANCIAL PLANNING 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 IS 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 2011 AND IS DONE ANNUALY. 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. SHARING OF HOURS FORM 990, PART VII, SECTION A OFFICERS OF WESLEYLIFE SHARE THEIR HOURS BETWEEN WESLEYLIFE AND ITS RELATED ORGANIZATIONS. WESLEY DEVELOPMENT SERVICES LLC 5508 NW 88TH STREET JOHNSTON IA 50131 DEVELOPMENT SERVICES IA 142264 1201 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 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 WESLEY COMMUNITY SERVICES INC C 750000 EQUITY TRANSFER