2012-05-15T14:47:05-05:00 2011-12-31 410746749 CLIFTONLARSONALLEN LLP 610 WGERMANTOWN PIKESTE 400 PLYMOUTH MTG PA 19462 990 2011-01-01 230563550 EVANGELICAL MANOR EVAN 2153540565 8401 ROOSEVELT BLVD PHILADELPHIA PA 19152 JEFF DUNKLE CFO 2153540565 2012-05-09 1 MICHAEL SIEGEL P01587323 2156433900 2011 2016-02-24 21:20:13Z WESLEY ENHANCED LIVING PENNYPACK PARK JEFF PETTY 8401 ROOSEVELT BLVD PHILADELPHIA PA 19152 13240582 0 3423 X WWW.WEL.ORG X 1888 PA PROVIDES INDEPENDENT APARTMENT LIVING AND THE AVAILABILITY OF MEDICAL AND NURSING CARE. 3 0 348 28 0 0 180429 500275 11761255 12282552 26220 11573 351418 446182 12319322 13240582 0 203369 0 0 8010403 8474137 0 0 0 4182142 3860489 12192545 12537995 126777 702587 30371982 30681168 26118060 25239832 4253922 5441336 TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXECELLENCE AND INNOVATION IN AGING SERVICES. 0 0 11433501 203369 12282552 THE ORGANIZATION OPERATES A RETIREMENT COMMUNITY OFFERING APARTMENT LIVING AND NURSING CARE. THE COMMUNITY CONSISTS OF 21 PERSONAL CARE UNITS, 89 RESIDENTIAL APARTMENTS AND A 120 BED HEALTH CENTER. AGING SERVICES- TO PROMOTE THE GENERAL HEALTH, WELFARE, AND SECURITY OF THE ELDERLY; AND TO PLAN FOR AND DEVELOP NEW PROGRAMS AND SERVICES TO MEETH THE SOCIAL, HEALTH, AND PERSONAL NEEDS OF THE ELDERLY. 11433501 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 11 0 1 348 1 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X JEFF DUNKLE 2153540565 928 JAYMOR ROAD BLDG B SUITE 150 SOUTHAMPTON PA 18966 JEFF PETTY 40.00 X X 0 361698 53074 KEN FRANIAK 40.00 X 0 221010 9663 JOHN ARDENTE 40.00 X X 57673 0 11638 TAI KASORO 40.00 X 112690 0 8143 170363 582708 82518 1 0 1 0 ALAN KUSMAN ROOFING AND SIDING 203 WASHINGTON STREET FREEMANSBURG PA 18017 CONSTRUCTION 468233 SYSCO PO BOX 6499 PHILADELPHIA PA 19145 FOOD 452566 HOLZ AND HENRY 35 N RICHARDSON AVENUE LANSDALE PA 19466 CONSTRUCTION 189989 SYNERGY PHARMACY 2500 BLVD OF GENERALS NORRISTOWN PA 19403 PHARMACY 168842 SHARPS LANDSCAPING 7911 N RADCLIFF STREET BRISTOL PA 19007 LANDSCAPING 144324 5 500275 500275 MEDICARE/MEDICAID PAYM 623990 8129955 8129955 HEALTH CARE CENTER 623990 1917200 1917200 RESIDENCY CARE 623990 1863445 1863445 ENTRANCE FEES 623990 371952 371952 12282552 11573 11573 MEDICAID ASSESSMENT RE 623990 344647 344647 PATIENT SUPPLIES 623990 101535 101535 446182 13240582 12282552 0 457755 203369 203369 170363 170363 6745275 6284424 460851 200444 186091 14353 792931 647931 145000 565124 474394 90730 -673911 -673911 48827 48827 31187 31187 37314 27035 10279 203525 203525 415375 312005 103370 594424 454503 139921 23208 10610 12598 960200 768160 192040 1082999 866399 216600 58394 58394 FOOD 563098 563098 CONTRACT SERVICES 283240 233620 49620 REPAIRS AND MAINTENANCE 219386 219386 BARBER & BEAUTY 10396 10396 2827 1717 1110 12537995 11433501 1104494 0 117776 151961 846783 1002554 105439 110362 43387169 17219906 23642001 26167263 5659983 3249028 30371982 30681168 1252270 1089328 968252 1626524 20000000 19655000 3897538 2868980 26118060 25239832 X 4253922 5441336 4253922 5441336 30371982 30681168 X 702587 484827 X X 0 1 1 X 0 X 156690 785465 1289430 180429 498865 2910879 12724248 12270185 11643993 11761255 12282552 60682233 12880938 13055650 12933423 11941684 12781417 63593112 0 0 0 63593112 16293 66870 70580 26220 11573 191536 16293 66870 70580 26220 11573 191536 329697 344655 269973 351418 447592 1743335 13226928 13467175 13273976 12319322 13240582 65527983 0.97050 0.97590 0.00290 0.00310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 126629 126629 39003552 14057844 24945708 4256988 3162062 1094926 26167263 DEFERRED BOND ISSUE COSTS 599256 CASH HELD FOR RESIDENTS 117502 ASSETS LIMITED AS TO USE 2532270 3249028 DUE TO RESIDENTS 117502 DEPOSITS 140138 DUE TO RELATED PARTY 2485749 LIABILITY UNDER INTEREST RATE SWAP 125591 2868980 13240582 12537995 702587 484827 484827 1187414 13725409 484827 484827 13240582 0 13240582 12537995 0 12537995 0 12537995 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: EVANGELICAL MANOR DOING BUSINESS AS WESLEY ENHANCED LIVING PENNYPACK PARK 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 RETURNS ARE 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 2008 TO 2010 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT 484,827. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FV OF INTEREST RATE SWAP AGREEMENT 484,827. 1 MONTHLY ASSISTANCE FOR INDEPENDENT OR ASSISTED LIVING. 16 203369 FMV N/A GRANT ASSISTANCE FOR RESIDENTS OF INDEPENDENT OR ASSISTED LIVING ARE MADE BASED ON DEMONSTRATED FINANCIAL NEED. MANAGEMENT OF EVANGELICAL SERVICES FOR THE AGING REVIEWS THE SPECIFIC SITUATIONS FOR EACH RESIDENT WHO IS REQUESTING ASSISTANCE. MANAGEMENT MAKES THE DETERMINATION BASED ON THE INDIVIDUAL FINANCIAL NEEDS OF THE RESIDENTS. X X X X X X 0 1 0 0 0 0 0 0 0 JEFF PETTY 0 298146 0 58350 0 5202 0 39602 0 13472 0 414772 0 0 KEN FRANIAK 0 190550 0 18500 0 11960 0 8650 0 1013 0 230673 0 0 PART I, LINE 4B JEFF PETTY $39,602 KEN FRANIAK $8,650 GERALD ORGANT $9,778 PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT 232237287 7178182R8 2008-02-21 20000000 FINANCE CONSTRUCTION PROJECTS 0 0 0 20000000 1100000 1086269 534838 17278893 2008 1 1 1 1 0 0 0 0 0.00000 0.00000 0.00000 0 1 1 1 CITIZEN'S BANK 4.000000000000 0 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 EVANGELICAL SERVICES FOR THE AGING IS A MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A EVANGELICAL SERVICES FOR THE AGING APPOINTS THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE BOARD OF DIRECTORS OF EVANGELICAL SERVICES FOR THE AGING. 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. 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. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. REQUESTS FOR GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WILL BE CONSIDERED ON A CASE BY CASE BASIS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT 484,827. TOTAL TO FORM 990, PART XI, LINE 5: 484,827. FORM 990, PART XI, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. EVANGELICAL SERVICES FOR THE AGING C/O 928 JAYMOR ROAD B-150 SOUTHAMPTON PA 18966 232648022 OPERATE A CCRC PA 501C(3) 11 N/A 0 NEW HERITAGE TOWERS C/O 928 JAYMOR ROAD B-150 SOUTHAMPTON PA 18966 232366563 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 NORTH AMERICAN BAPTIST HOME FOR THE AGED C/O 928 JAYMOR ROAD B-150 SOUTHAMPTON PA 18966 231401533 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 MAPLE VILLAGE C/O 928 JAYMOR ROAD B-150 SOUTHAMPTON PA 18966 232810902 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 WESLEY ENHANCED LIVING AT CHESTNUT HILL MANOR C/O 928 JAYMOR ROAD B-150 SOUTHAMPTON PA 18966 260760001 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 EVANGELICAL SERVICES FOR THE AGING FOUNDATION C/O 928 JAYMOR ROAD B-150 SOUTHAMPTON PA 18966 231971878 FUNDRAISING ARM OF EVANGELICAL SERVICES FOR THE AGING PA 501C(3) 11 EVANGELICAL SERVICES FOR THE AGING 0 STAPELEY HALL C/O 928 JAYMOR ROAD B-150 SOUTHAMPTON PA 18966 232145152 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 0 0 0 1 0 1 0 0 0 0 0 0 1 1 1 0 1 1 1