2012-11-14T13:35:54-06:00 2011-12-31 HOWARD WERSHBALE & CO 23240 CHAGRIN BLVD CLEVELAND OH 441225450 990 2011-01-01 310711146 METHODIST RETIREMENT CENTER OF CENTRAL OHIO % ROBERT WEHNER METH 6148887492 5155 NORTH HIGH STREET COLUMBUS OH 43214 robert wehner 2012-11-14 true Matthew Dasta CPA 2168311200 2011 2016-02-24 21:20:13Z METHODIST ELDERCARE SERVICES MARGARET CARMANY 5155 N HIGH STREET COLUMBUS OH 43214 2223308 false X WWW.METHODISTELDERCARE.ORG X 1965 OH TO PROVIDE QUALITY HOUSING, HEALTHCARE, AND SERVICES TO SENIORS IN AN INTENTIONALLY CHRISTIAN COMMUNITY, ON A FIRM FINANCIAL FOUNDATION, THROUGH EFFECTIVE STRATEGIC PLANNING. 22 22 26 0 61135 193887 1686490 1761835 2398 17317 300930 194286 2050953 2167325 0 0 0 0 1756859 1874388 64916 0 1343 585683 586614 2407458 2461002 -356505 -293677 9164737 16603935 3715155 11478377 5449582 5125558 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 0 1981853 PROVIDE MANAGEMENT SERVICES TO RELATED, EXEMPT ENTITIES THAT PROVIDE HOUSING, HEALTHCARE, AND DAYCARE TO THE ELDERLY. 0 true false false false false false false false true true false false true false false false true false false false false false false true false false false false true false false false false false false false false true false false false false true true true false false true 20 0 true 26 true false false false false false false false false false false X 22 22 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 X JOHN WHITAKER 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 WILLIAM A WILLIS 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 L CEAN WILSON 1.0 X 0 0 0 ROBERT A HOLM 1.0 X 0 0 0 DOUG A JACKSON 1.0 X 0 0 0 KATHY M KERR 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 HAZEL AUGSBURGER 1.0 X 0 0 0 BARBARA BURRUS 1.0 X 0 0 0 EMILY HOBSON 1.0 X 0 0 0 MARGARET CARMANY 16.0 X 230150 0 21164 ROBERT WEHNER 16.0 X 195026 0 14471 DAWN SCHAFFNER 4.0 X 135333 0 10413 DEBBIE DASHKO 0.0 X 0 110810 7622 TOM WIDNEY 0.0 X 0 125147 12398 KATHY MILLER 0.0 X 0 81425 10903 CHRISTOPHER NICHOLS 20.0 X 107376 0 11719 PENNY MONROE 0.0 X 0 108419 4052 667885 425801 92742 4 false true false SELECT MEDICAL REHAB SERVICES 1087 dennison avenue COLUMBUS OH 43201 REHAB SERVICES 1632009 ph7 architects 330 west spring street COLUMBUS OH 43215 architects 164421 MESSER CONSTRUCTION CO 3705 business park drive COLUMBUS OH 43204 CONSTRUCTION 322221 ECS Billing Consulting 5870 Venture Dr DUBLIN OH 43017 BILLING SERVICES 301867 kone inc 735 cross pointe road GAHANNA OH 43230 construction 223118 10 58159 135728 30251 193887 MANAGEMENT FEES 561000 1761835 1761835 1761835 17317 17317 0 0 0 30251 58159 55983 -25732 -25732 0 0 RELATED PARTY INTEREST 561000 204295 204295 MISC REVENUE 561000 15723 15723 220018 2167325 1981853 -8415 0 0 0 0 606557 606557 0 1012752 0 1012752 27005 27005 123307 123307 104767 104767 0 35695 35695 0 43450 43450 0 0 0 60508 60508 83367 83367 34886 34886 0 16149 16149 24092 24092 0 31403 31403 1129 1129 0 108404 108404 2330 2330 UNIFORMS & PHYSICALS 661 661 AUTO 24615 24615 DUES & SUBSCRIPTIONS 10793 10793 LICENSES 562 562 108570 107227 1343 2461002 0 2459659 1343 1338507 675919 0 0 0 0 0 0 0 0 0 0 0 0 0 0 29071 20894 983855 592222 419440 391633 0 1475942 484786 471257 480293 0 0 0 6412640 13568290 9164737 16603935 3637632 11387967 0 0 0 0 0 0 0 0 0 0 77523 90410 0 0 0 0 3715155 11478377 X 5064142 4740118 0 0 385440 385440 5449582 5125558 9164737 16603935 X -293677 -30347 X X false true true X false X X X false false false WESLEY GLEN INC 310738614 09 true true true 0 LIFE CENTER ADULT DAY CARE 311152032 09 true true true 0 WESLEY RIDGE INC 311461485 09 true true true 0 WESLEY GLEN HEALTH SERVICES CORP 311614458 0 true true true 0 WESLEY RIDGE RESIDENCE CORP 311595342 09 true true true 0 WESLEY HILLS OF FAIRFIELD COUNTY 311779923 09 true true true 0 6 METHODIST RETIREMENT CENTER OF CENTRAL OHIO PROVIDED MANAGEMENT SERVICES TO THE SUPPORTED ORGANIZATION, IN ADDITION TO REIMBURSEMENT OF EXPENSES PAID BY THE SUPPORTED ORGANIZATIONS. SEE SCHEDULE R, PART V. 385440 385440 385440 385440 385440 385440 385440 385440 1.00000 false false 41528 5877 35651 131285 66529 64756 738989 455195 283794 72053 64621 7432 391633 CSV LIFE INSURANCE 155339 DUE FROM AFFILIATES 12794455 ACCRUED INTEREST RECEIVABLE 618496 13568290 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 results in any given year may vary from this amount. GOLF OUTING 118661 88410 30251 30251 12336 7386 600 5410 0 118661 88410 30251 30251 12336 7386 600 5410 55983 -25732 X X X false true false false false false false false false MARGARET CARMANY 230150 0 0 0 0 0 20000 0 1164 0 251314 0 0 0 ROBERT WEHNER 195026 0 0 0 0 0 13307 0 1164 0 209497 0 0 0 Nonqualified retirement plan payments Schedule J, Part I, Line 4b Margaret Carmany $13,449, Robert Wehner $7,641, and Dawn Schaffner $5,438 false false false REVIEW OF FORM 990 FORM 990, PART VI, SECTION B, LINE 11 THE CFO REVIEWS FROM 990 BEFORE FILING. AN ELECTRONIC COPY IS PROVIDED TO THE BOARD MEMBERS FOR THE REVIEW BEFORE FILING. CONFLICT OF INTEREST FORM 990, 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. REVIEW OF COMPENSATION FORM 990, PART VI, SECTION B, LINE 15 A RELATED ORGANIZATION, WESLEY GLEN, INC, DETERMINES OFFICERS' COMPENSATION THROUGH USE OF WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEYS OR STUDIES, AND APPROVAL BY THE BOARD TO ESTABLISH COMPENSTION. THE PROCESS WAS LAST COMPLETED IN 2011. DOCUMENTS MADE AVAILABLE TO THE PUBLIC FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 5 NET UNREALIZED LOSSES ON INVESTMENTS (16,818) CHANGE IN VALUE OF INVESTMENT AT EQUITY (13,529) HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MARGARET CARMANY TITLE:CEO HOURS:24 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT WEHNER TITLE:CFO HOURS:24 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DAWN SCHAFFNER TITLE:COO HOURS:36 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DEBBIE DASHKO TITLE:EXECUTIVE DIRECTOR HOSPICE HOURS:40 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:TOM WIDNEY TITLE:EXECUTIVE DIRECTOR WESLEY GLEN HOURS:40 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KATHY MILLER TITLE:EXECUTIVE DIRECTOR - WRRC HOURS:40 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CHRISTOPHER NICHOLS TITLE:DIRECTOR CORPORATE COMPLIANCE HOURS:20 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:PENNY MONROE TITLE:DIRECTOR OF NURSING HOURS:40 LIFE CENTER ADULT DAY CARE 2225 LC SR 256 REYNOLDSBURG OH 43068 311152032 ADULT DAYCARE OH 501(C)(3) 9 MET RET CNTR true WESLEY GLEN INC 5155 N HIGH ST COLUMBUS OH 43214 310738614 HEALTHCARE OH 501(C)(3) 9 MET RET CNTR true WESLEY RIDGE INC 2225 LC SR 256 REYNOLDSBURG OH 43068 311461485 HEALTHCARE OH 501(C)(3) 9 MET RET CNTR true WESLEY GLEN HEALTH SERVICES CORP 5155 N HIGH ST COLUMBUS OH 43214 311614458 HEALTHCARE OH 501(C)(3) 11B, II MET RET CNTR true WELSEY RIDGE RESIDENCE CORP 2225 LC SR 256 REYNOLDSBURG OH 43068 311595342 HEALTHCARE OH 501(C)(3) 9 MET RET CNTR true WESLEY HILLS OF FAIRFIELD COUNTY 5155 N HIGH STREET COLUMBUS OH 43214 311779923 SENIOR LIVING OH 501(C)(3) 9 MET RET CNTR true HOSPICE SERVICES AT METHODIST ELDERCARE 5155 NORTH HIGH STREET COLUMBUS OH 43214 271188840 HOSPICE OH 501(C)(3) 9 MET RET CNTR true GORSUCH-METHODIST ELDER CARE DEV LLC 5155 N HIGH STREET COLUMBUS OH 43214 311773779 LAND DEVELOPMENT OH MET RET CNTR RELATED -36024 471257 true true 1.00000 false false false false false false false false false false true false false false true true true true WESLEY GLEN INC O 10079088 FMV WESLEY GLEN INC P 421523 FMV WESLEY GLEN INC R 3262549 FMV MRC ENDOWMENT O 5237271 FMV MRC ENDOWMENT P 2935201 FMV WESLEY RIDGE INC O 2920124 FMV WESLEY RIDGE INC P 69248 FMV WESLEY RIDGE INC R 3188166 FMV WESLEY RIDGE RESIDENCE CORP O 1534707 FMV WESLEY RIDGE RESIDENCE CORP R 1307749 FMV WESLEY RIDGE RESIDENCE CORP P 79044 FMV WESLEY HILLS OF FAIRFIELD COUNTY 291761 FMV HOSPICE O 250245 FMV HOSPICE Q 60000 FMV LIFE CENTER O 340389 FMV LIFE CENTER R 171600 FMV WESLEY GLEN HEALTH SERVICES O 62112 FMV