2012-11-14T12:40:33-06:00 2011-12-31 310800053 CLARK SCHAEFER HACKETT AND CO ONE EAST FOURTH ST SUITE 1200 CINCINNATI OH 45202 990 2011-01-01 310537097 WESLEY SERVICES ORGANIZATION FKA WESLEY HALL INC WESL 5133893096 2091 RADCLIFF DRIVE CINCINNATI OH 45204 STEPHANIE TUNISON 5133893096 2012-11-13 1 JANE E PFEIFER P00014949 5132413111 2012-11-13 2011 2016-02-24 21:20:13Z STEPHANIE TUNISON 2091 RADCLIFF DRIVE CINCINNATI OH 45204 698270 0 X WSOCINCINNATI.ORG X 1949 OH TO PROMOTE THE INDEPENDENCE AND ENHANCE THE LIFE OF SENIORS. 17 17 4 20 0 0 730244 426230 120000 120000 1332935 67782 69704 70304 2252883 684316 79810 0 0 0 0 305877 0 0 118662 635925 451247 715735 757124 1537148 -72808 14232242 14100829 1061948 1506146 13170294 12594683 X TO PROVIDE SUPPORT TO WESLEY COMMUNITY SERVICES AND LINCOLN CRAWFOD, BOTH 501(C)(3) ORGANIZATIONS, INCLUDING GUIDANCE, STRATEGIC PLANNING, MANAGEMENT SERVICES, CORPORATE INFRASTRUCTURE AND FUNDRAISING ASSISTANCE. 0 0 465492 120000 WSO IS THE PARENT ORGANIZATION OF LINCOLN CRAWFORD ("LC") AND WESLEY COMMUNITY SERVICES ("WCS"), BOTH OF WHICH ARE SECTION 501(C)(3) ORGANIZATIONS.WSO PROVIDED A DEVELOPMENT STAFF FOR THE ORGANIZATIONS TO ASSIST IN THE CULTIVATION OF DONORS AND GIFTS FOR WHICH NO COMPENSATION FROM EITHER OPERATING ENTITY WAS SOUGHT TO COVER THE COSTS OF SUCH A PROGRAM. WSO ALSO PROVIDED A FINANCIAL STAFF FOR BOTH ENTITIES AT A REDUCED COST TO EACH DIVISION, CHARGING THEM ONLY A PORTION OF THE TOTAL COSTS INCURRED.WSO CONTINUES TO PROVIDE MARKETING SERVICES FOR ALL CORPORATIONS THROUGH THE PUBLICATION OF SEMI-ANNUAL NEWSLETTERS. IN 2011, THE ANNUAL APPEAL WAS SENT TO 1,400 HOUSEHOLDS FOR A 13.07% RETURN. ADDITIONALLY, WSO PROVIDES THE NECESSARY SUPPORT AND STAFF TO PRODUCE VARIOUS APPEALS FOR THE LC AND WCS CORPORATIONS, AS THEIR OPERATIONS DEEM NECESSARY. 465492 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 4 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X JIM WALTHER 5133893096 2091 RADCLIFF DRIVE CINCINNATI OH 45204 DANIEL HEYD 1.00 X X 0 0 0 LEONARD GARRETT 1.00 X X 0 0 0 ROBERT SCHILLING 0.50 X 0 0 0 JUANITA ADAMS 0.50 X 0 0 0 THOMAS LOCKWOOD 1.00 X X 0 0 0 DAVID WARREN 0.50 X 0 0 0 MICHAEL BERRY 0.50 X 0 0 0 LEWIS BUNTON 0.50 X 0 0 0 THOMAS KAYLOR 0.50 X X 0 0 0 RONALD KRUSE 0.50 X 0 0 0 CHAREE MADDUX 0.50 X 0 0 0 CHARLOTTE MCMANIS 0.50 X 0 0 0 WILLA SHELBY 0.50 X 0 0 0 RICHARD ADAMS 0.50 X 0 0 0 LYNDA HONE 0.50 X 0 0 0 STEVEN C KEHOE CFP CLU 0.50 X 0 0 0 STEPHANIE S WORRELL 0.50 X 0 0 0 STEPHANIE TUNISON 40.00 X 122579 0 3210 JAMES G WALTHER 40.00 X 33398 0 1188 155977 0 4398 1 0 0 0 0 6685 419545 426230 PROGRAM SERVICE REVENU 561000 120000 120000 120000 67782 67782 66969 0 66969 66969 66969 17131 6685 13954 3177 3177 OTHER INCOME 900099 158 158 158 684316 120000 0 138086 165492 81725 63737 20030 111488 43645 34773 33070 3398 1078 1389 931 5733 550 1472 3711 19766 9524 6602 3640 208196 208196 92469 92469 GENERAL AND ADMINISTRAT 122277 64997 57280 UTILITIES, INSURANCE, A 21445 21445 SUPPLIES AND MAINTENANC 6860 6860 757124 465492 172970 118662 250 250 2656263 501376 503 5642 4634 2873193 437431 2650374 2435762 2228038 4098238 6691172 7060569 14232242 14100829 48266 46474 1013682 1459672 1061948 1506146 X 12708717 12131558 183072 184120 278505 279005 13170294 12594683 14232242 14100829 X -72808 -502803 X X 0 1 1 X 0 X X X X 0 0 0 WESLEY COMMUNITY SERVICES 311709022 9 1 1 1 0 LINCOLN CRAWFORD 311423419 9 1 1 1 0 2 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 306341 500 8265 1892 307554 218501 72256 16589 1005 306341 187877 650 30821 847 218501 242103 900 -48287 6839 187877 0.85970 0.14030 0 0 248870 248870 2549893 437431 2112462 0 74430 74430 0 2435762 DUE FROM RELATED PARTY 7060569 7060569 PAYABLE TO RELATED PARTY 634297 ACCRUED PENSION 799563 ACCRUED SALARIES 25812 1459672 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO PROVIDE SCHOLARSHIPS AND FOR THE BENEFIT OF PROGRAMS FOR WSO AND AFFILIATED ENTITIES ARE THE INTENDED USES OF THE PERMANENT ENDOWMENT. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: WESLEY SERVICES ORGANIZATION, LINCOLN CRAWFORD AND WESLEY COMMUNITY SERVICES ARE TAX-EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATIONS ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. DURING 2010, THE WESLEY SERVICES ORGANIZATION OBTAINED RECLASSIFICATION OF THEIR TAX-EXEMPT STATUS FROM 509(A)(2), AN EXEMPT PURPOSE ACTIVITY SUPPORTED ORGANIZATION, TO 509(A)(3), AN EXEMPT PURPOSE SUPPORTING ORGANIZATION, UNDER SECTION 501(C)(3). THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF FASB ASC 740-10-25, WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A MORE LIKELY THAN NOT THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. X DANCING UNDER THE STARS 23816 6685 17131 3837 1690 8427 23816 6685 17131 3837 1690 8427 13954 3177 1 X PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: WSO AWARDS GRANTS TO AFFILIATED ORGANIZATIONS ONLY. THE GRANTS ARE AWARDED BASED UPON PRIOR SUBMISSION TO THE BOARD OF TRUSTEES VIA THE ANNUAL BUDGET/CAPITAL GRANTS SUBMISSION PROCESS. GRANTS ARE PAID ONLY AFTER THE EXPENDITURE/SERVICE IS PAID FOR/RECEIVED BY THE AFFILIATE ORGANIZATION. NO FUNDS ARE GIVEN IN ADVANCE OF PROGRAMS OR SERVICES. THE GRANTS ARE THEN VALIDATED TO THE ACTUAL COSTS OF THE PROGRAM AND FUNDS AS APPROVED BY THE BOARD OF TRUSTEES, ARE THEN PAID TO EITHER LINCOLN CRAWFORD OR WESLEY COMMUNITY SERVICES. X 1 12818 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 WILL BE REVIEWED BY THE CONTROLLOR, CEO AND AUDIT AND INVESTMENT COMMITTEES IN ADDITION TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND DISCUSSED ANNUALLY AT A BOARD MEETING AND ALL POTENTIAL CONFLICTS ARE DISCLOSED, IF ANY. ANY BOARD MEMBER HAVING A POSSIBLE CONFLICT OF INTEREST REGARDING A MATTER BEFORE THE BOARD SHALL NOT VOTE OR USE HIS/HER PERSONAL INFLUENCE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE CEO WAS HIRED DURING 2010 AFTER AN EXTENSIVE SEARCH, AND COMPENSATION WAS BASED ON INDUSTRY STANDARDS OF COMPARABLE POSITIONS. THEY REVIEW COMPENSATION AGAINST INDUSTRY BENCHMARKS, INCLUDING REPORTS FROM UNITED WAY, MEDICAID COST REPORT DATA, INDUSTRY SALARY SURVEYS FOR ACCOUNTANTS AND CPAS, AS WELL AS OTHER OUTSIDE NON-PROFIT SALARY PUBLICATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -80,600. CHANGE IN DEFINED BENEFIT PLAN LIABILITY -296,142. LOSS ON IMPAIRMENT OF LAND AND BUILDING -126,061. TOTAL TO FORM 990, PART XI, LINE 5: -502,803. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES ALSO ACTS AS THE AUDIT COMMITTEE. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. LINCOLN CRAWFORD 3333 GLENMORE AVENUE CINCINNATI OH 45211 311423419 COMPREHENSIVE AND ELDERLY NURSING CARE TO 100 LICENSED BEDS OH 501(C)(3) 509(A)(2) WESLEY SERVICES ORGANIZATION 0 WESLEY COMMUNITY SERVICES 3333 GLENMORE AVENUE CINCINNATI OH 45211 311709022 PROVIDE BASIC CARE NEEDS TO ELDERLY AND THOSE WITH SPECIAL NEEDS OH 501(C)(3) 509(A)(2) WESLEY SERVICES ORGANIZATION 0 0 0 0 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0