WESLEYAN VILLAGE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WESLEYAN VILLAGE (EIN 34-0714611)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-01
- IRS object ID
- 201232149349300618
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-01T10:24:24-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELEK & NOSS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 250 | AddressLine1 |
| City | GRAFTON | City |
| State | OH | State |
| ZIP Code | 440440250 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714611 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEYAN VILLAGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WESL | NameControl |
| Phone | 4402849000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 WEST AVENUE | AddressLine1 |
| City | ELYRIA | City |
| State | OH | State |
| ZIP Code | 44035 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DIANE COLETTI | Name |
| Title | VP - FINANCE | Title |
| Phone | 4402849000 | Phone |
| Date Signed | 2012-07-22 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY J ELEK CPA | Name |
| Phone | 4409269300 | Phone |
| Date Prepared | 2012-08-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DIANE COLETTI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 WEST AVENUE | AddressLine1 |
| City | ELYRIA | City |
| State | OH | State |
| ZIP Code | 44035 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 22467322 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.VILLAGELIVING.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1900 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE QUALITY SERVICES AND RESIDENCES ENABLING PERSONS TO AGE CREATIVELY WITH THE SUPPORT OF A CHRISTIAN COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 525 | TotalNbrEmployees |
| Total Nbr Volunteers | 220 | TotalNbrVolunteers |
| Total Gross UBI | 33580 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 27217 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 5179 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 20980248 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 20333404 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 264004 | InvestmentIncomePriorYear |
| Investment Income Current Year | 488580 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 492440 | OtherRevenuePriorYear |
| Other Revenue Current Year | 430481 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 21736692 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21257644 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11746435 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11311799 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9744774 | OtherExpensePriorYear |
| Other Expenses Current Year | 9194555 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 21491209 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20506354 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 245483 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 751290 | RevenuesLessExpensesCY |
| Total Assets BOY | 35334630 | TotalAssetsBOY |
| Total Assets EOY | 32702748 | TotalAssetsEOY |
| Total Liabilities BOY | 29343641 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 26310510 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5990989 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6392238 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE QUALITY SERVICES AND RESIDENCES ENABLING PERSONS TO AGE CREATIVELY WITH THE SUPPORT OF A CHRISTIAN COMMUNITY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 16906916 | Expense |
| Revenue | 20333404 | Revenue |
| Description | WESLEYAN VILLAGE PROVIDES UNCOMPENSATED CARE AND SERVICES TO MEDICAID, MEDICARE, HOSPICE AND MANAGED CARE RESIDENTS. WESLEYAN VILLAGE IS A CONTINUING CARE RETIREMENT COMMUNITY OFFERING HEALTHCARE, (MEDICAID AND MEDICARE CERTIFIED), TRADITIONAL AND ALZHEIMER ASSISTED LIVING, INDEPENDENT HOME HEALTH CARE, AND OTHER ADULT LIVING FACILITIES. | Description |
| Total Program Service Expense | 16906916 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | false | ScheduleORequired |
| Number Forms Transmitted With1096 | 61 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 525 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DIANE COLETTI | NamePerson |
| Telephone Number | 4402849279 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 WEST AVENUE | AddressLine1 |
| City | ELYRIA | City |
| State | OH | State |
| ZIP Code | 44035 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| DAVID BLANK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LEONARD BUDD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN BUTCHKO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DEAN COX | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ED CRABTREE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GARY GEORGE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BARRY HUBBARD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JON MAJKUT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARY JANE MATTS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DELAINE MCGEE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THOMAS POE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CARL PURDEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BILL MCFADDEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PEG MCCLOUD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL H ROGAN | ||||||
| CEO | 40.00 | 195208 | 0 | 0 | X | |
| MAGGIE JOHNSON | ||||||
| SECRETARY | 1.00 | 0 | 0 | 0 | X | |
| BRUCE STEVENS | ||||||
| TREASURER | 1.00 | 0 | 0 | 0 | X | |
| RUSSELL MARTIN | ||||||
| VICE CHAIRMA | 1.00 | 0 | 0 | 0 | X | |
| CHUCK BAUMGARTNER | ||||||
| CHAIRMAN | 1.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 195208 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line2AddressOfContractor/AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|
| THERAPY PARTNERS | ||||||
| 14650 DETROIT ROAD | LAKEWOOD | OH | 44107 | THERAPY SERVICE | 1142551 | |
| ZILLNER | ||||||
| 8725 ROSEHILL ROAD | LENEXA | KS | 66215 | MARKETING | 246796 | SUITE 200 |
| GREENBRIER DEVELOPMENT | ||||||
| 3232 MCKINNEY AVENUE | DALLAS | TX | 75204 | CONSULTING SERV | 136841 | SUITE 1160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 5179 | AllOtherContributions |
| Total Contributions | 5179 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | HEALTH SERVICES PROVIDED | Description |
| Total Revenue Column | 20333404 | TotalRevenueColumn |
| Related Or Exempt Function Income | 20333404 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 20333404 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 389435 | TotalRevenueColumn |
| Exclusion | $389,435 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 43365 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 43365 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43365 | TotalRevenueColumn |
| Related Or Exempt Function Income | 43365 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1215813 | Securities |
| Other | 23850 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1140318 | Securities |
| Other | 200 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 75495 | Securities |
| Other | 23650 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 99145 | TotalRevenueColumn |
| Related Or Exempt Function Income | 99145 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 102740 | GrossSalesOfInventory |
| Cost Of Goods Sold | 69160 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33580 | TotalRevenueColumn |
| Unrelated Business Revenue | 33580 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Total Revenue Column | 353536 | TotalRevenueColumn |
| Related Or Exempt Function Income | 353536 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 353536 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21257644 | TotalRevenueColumn |
| Related Or Exempt Function Income | 20829450 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 33580 | UnrelatedBusinessRevenue |
| Exclusion | $389,435 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9495121 | Total |
| Program Services | 8481150 | ProgramServices |
| Management And General | 1013971 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1069522 | Total |
| Management And General | 1069522 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 747156 | Total |
| Program Services | 668222 | ProgramServices |
| Management And General | 78934 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31288 | Total |
| Management And General | 31288 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79222 | Total |
| Management And General | 79222 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135299 | Total |
| Program Services | 20264 | ProgramServices |
| Management And General | 115035 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14182 | Total |
| Program Services | 3980 | ProgramServices |
| Management And General | 10202 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28183 | Total |
| Program Services | 19762 | ProgramServices |
| Management And General | 8421 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1097655 | Total |
| Program Services | 548037 | ProgramServices |
| Management And General | 549618 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1670563 | Total |
| Program Services | 1670563 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162448 | Total |
| Management And General | 162448 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUPPLIES | 2013707 | 1978181 | 35526 |
| UTILITIES AND TRASH EXP | 863594 | 863594 | |
| FRANCHISE PERMIT FEES | 713580 | 713580 | |
| PHYSICAL THERAPY | 548314 | 548314 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1836520 | Total |
| Program Services | 1391269 | ProgramServices |
| Management And General | 445251 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20506354 | Total |
| Program Services | 16906916 | ProgramServices |
| Management And General | 3599438 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172341 | BOY |
| EOY | 417144 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1512405 | BOY |
| EOY | 1249139 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5152 | BOY |
| EOY | 4433 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2149515 | BOY |
| EOY | 1755938 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82297 | BOY |
| EOY | 82624 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139977 | BOY |
| EOY | 143518 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 548500 | BOY |
| EOY | 549799 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 55066957 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 36193821 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20267289 | BOY |
| EOY | 18873136 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10457154 | BOY |
| EOY | 9627017 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35334630 | BOY |
| EOY | 32702748 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3452569 | BOY |
| EOY | 3278182 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 930667 | BOY |
| EOY | 879247 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25660615 | BOY |
| EOY | 24490215 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31703 | BOY |
| EOY | 23824 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -731913 | BOY |
| EOY | -2360958 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29343641 | BOY |
| EOY | 26310510 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5985836 | BOY |
| EOY | 6349150 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5153 | BOY |
| EOY | 43088 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5990989 | BOY |
| EOY | 6392238 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35334630 | BOY |
| EOY | 32702748 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 751290 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -350041 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 5179 | CurrentTaxYear |
| Total | 5179 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19382060 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20652256 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21539177 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21818318 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20730305 | CurrentTaxYear |
| Total | 104122116 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19382060 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20652256 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21539177 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21818318 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20735484 | CurrentTaxYear |
| Total | 104127295 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 104127295 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 880444 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -185484 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 536512 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 378199 | CurrentTaxYearMinus1Year |
| Current Tax Year | 389435 | CurrentTaxYear |
| Total | 1999106 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 880444 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -185484 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 536512 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 378199 | CurrentTaxYearMinus1Year |
| Current Tax Year | 389435 | CurrentTaxYear |
| Total | 1999106 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20234 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19717 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34216 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24327 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27217 | CurrentTaxYear |
| Total | 125711 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20282738 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20486489 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22109905 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22220844 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21152136 | CurrentTaxYear |
| Total | 106252112 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98000 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96270 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 18610 | InvestmentCostOrOtherBasis |
| Book Value | 18610 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 55048347 | OtherCostOrOtherBasis |
| Depreciation | 36193821 | Depreciation |
| Book Value | 18854526 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 18873136 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (11 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OTHER ENTRANCE FEES | $1,567,155 |
| GIFT ANNUITIES | $783,953 |
| INTEREST SWAP LIABILITY | $744,513 |
| REFUNDABLE LIFE USE FEES | $705,495 |
| REFUNDABLE DEPOSITS | $305,800 |
| OTHER DEFERRED ENTRANCE FEES | $34,571 |
| ACCRUED INTEREST | $27,433 |
| DEFERRED REVENUE - NONREFUNDABLE DEP | $19,025 |
| INSURANCE OVERREIMBURSEMENT | $17,757 |
| PROMISSORY NOTE PAYABLE | |
| INTERCOMPANY PAYABLES | -$6,566,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | -2360958 | TotalOfAmounts |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHAEL H ROGAN | NamePerson |
| Base Compensation Filing Org | 195208 | BaseCompensationFilingOrg |
| Total Compensation Filing Org | 195208 | TotalCompensationFilingOrg |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Date IssuedDateIssued | Issue PriceIssuePrice | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|
| 2004 A BONDS | ||||
| 2004-11-30 | 30900000 | false | false | false |
| 2004 B BONDS | ||||
| 2004-11-30 | 10160000 | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|
| 30900000 | false | false | false | true |
| 10160000 | false | false | false | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|
| false | false | false | false | false | false | false |
| false | false | false | false | false | false | false |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| false | false | false | false | false | false |
| false | false | false | false | false | false |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS SENT TO ALL BOARD MEMBERS BEFORE THE DUE DATE OF THE 990, THIS PROVIDES THEM THE OPPORTUNITY TO COMMENT AND REVIEW. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | ANNUALLY REQUIRED TO SIGN. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THIS IS DONE AT THE WESLEYAN SENIOR LIVING BOARD COMMITTEE OF THE WHOLE, BASED UPON INPUT FROM ALL SUBSIDIARY BOARD MEMBERS. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | THIS IS DONE AT THE WESLEYAN SENIOR LIVING BOARD AS A COMMITTEE OF THE WHOLE, BASED UPON INPUT FROM ALL SUBSIDIARY BOARD MEMBERS. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| WESLEYAN MEADOWS | ||||||||||
| 807 WEST AVENUE | ELYRIA | OH | 44035 | 311522537 | EXEMPT | OH | 501C3 | 9 | N/A | false |
| WESLEYAN SENIOR LIVING FOUNDATION | ||||||||||
| 807 WEST AVENUE | ELYRIA | OH | 44035 | 311661389 | EXEMPT | OH | 501C3 | 9 | N/A | false |
| SUMMERFIELD AT COSHOCTON | ||||||||||
| 807 WEST AVENUE | ELYRIA | OH | 44035 | 341941942 | EXEMPT | OH | 501C3 | 9 | N/A | false |
| WESLEYAN SENIOR LIVING | ||||||||||
| 807 WEST AVENUE | ELYRIA | OH | 44035 | 311661395 | EXEMPT | OH | 501C3 | 9 | N/A | false |
| THE LINDEN SCHOOL | ||||||||||
| 807 WEST AVENUE | ELYRIA | OH | 44035 | 341597874 | EXEMPT | OH | 501C3 | 9 | N/A | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEYAN SERVICE CORPORATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 WEST AVENUE | AddressLine1 |
| City | ELYRIA | City |
| State | OH | State |
| ZIP Code | 44035 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203297206 | EIN |
| Primary Activity | 531310 | PrimaryActivity |
| Legal Domicile State | OH | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (14 entries)
| Business Name Line2NameOfOtherOrganization/BusinessNameLine2 | Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|---|
| WESLEYAN MEADOWS | |||
| 807 WEST AVENUE ELYRIA OHIO 44035 | N | 272790 | ALLOCATION OF DUTIES |
| WESLEYAN SENIOR LIVING FOUNDATION | |||
| 807 WEST AVENUE ELYRIA OHIO 44035 | N | 94011 | ALLOCATION OF DUTIES |
| WESLEYAN SERVICE CORPORATION | |||
| 807 WEST AVENUE ELYRIA OHIO 44035 | O | 175200 | RELATED INTEREST |
| WESLEYAN MEADOWS | |||
| 807 WEST AVENUE ELYRIA OHIO 44035 | O | 228960 | RELATED INTEREST |
| THE LINDEN SCHOOL | |||
| 807 WEST AVENUE ELYRIA OHIO 44035 | N | 449320 | ALLOCATION OF DUTIES |
| WESLEYAN SERVICE CORPORATION | |||
| 807 WEST AVENUE ELYRIA OHIO 44035 | N | 75873 | ALLOCATION OF DUTIES |
| WESLEYAN MEADOWS | |||
| 807 WEST AVENUE ELYRIA OHIO 44035 | I | 151952 | ALLOCATION OF EXPENSES |
| WESLEYAN MEADOWS | |||
| 807 WEST AVENUE ELYRIA OHIO 44035 | N | 272790 | ALLOCATION OF DUTIES |
| WESLEYAN SENIOR LIVING FOUNDATION | |||
| 807 WEST AVENUE ELYRIA OHIO 44035 | N | 94011 | ALLOCATION OF DUTIES |
| WESLEYAN SERVICE CORPORATION | |||
| 807 WEST AVENUE ELYRIA OHIO 44035 | O | 175200 | RELATED INTEREST |
| WESLEYAN MEADOWS | |||
| 807 WEST AVENUE ELYRIA OHIO 44035 | O | 228960 | RELATED INTEREST |
| THE LINDEN SCHOOL | |||
| 807 WEST AVENUE ELYRIA OHIO 44035 | N | 449320 | ALLOCATION OF DUTIES |
| WESLEYAN SERVICE CORPORATION | |||
| 807 WEST AVENUE ELYRIA OHIO 44035 | N | 75873 | ALLOCATION OF DUTIES |
| WESLEYAN MEADOWS | |||
| 807 WEST AVENUE ELYRIA OHIO 44035 | I | 151952 | ALLOCATION OF EXPENSES |
Comments