2012-09-21T08:43:41-05:00 2011-12-31 410746749 CLIFTONLARSONALLEN LLP 610 WGERMANTOWN PIKESTE 400 PLYMOUTH MTG PA 19462 990 2011-01-01 232648022 EVANGELICAL SERVICES FOR THE AGING D/B/A WESLEY ENHANCED LIVING EVAN 2153540565 101 E COUNTY LINE ROAD - SUITE 200 NO 150 HATBORO PA 19040 JEFF DUNKLE 2153540565 2012-09-21 1 MICHAEL SIEGEL P01587323 2156433900 2011 2016-02-24 21:20:13Z X WESLEY ENHANCED LIVING JEFF PETTY 101 E COUNTY LINE ROAD - SUITE 200 NO 150 HATBORO PA 19040 3484528 0 3423 X WWW.WEL.ORG X 1989 PA TO PROMOTE THE GENERAL HEALTH, WELFARE AND SECURITY OF THE ELDERLY. 13 13 67 13 0 0 26100 6280 3151794 3475476 0 2772 0 0 3177894 3484528 0 0 0 0 2601149 2889592 0 0 0 579234 626485 3180383 3516077 -2489 -31549 6468248 21179248 5735099 21237589 733149 -58341 TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES. 0 0 34321 3475476 AGING SERVICES - TO PROMOTE THE GENERAL HEALTH, WELFARE AND SECURITY OF THE ELDERLY; AND TO PLAN FOR AND DEVELOP NEW PROGRAMS AND SERVICES TO MEET THE SOCIAL, HEALTH & PERSONAL NEEDS OF THE ELDERLY. 34321 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 18 0 1 67 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X JEFF DUNKLE 2153540565 928 JAYMOR ROAD BLDG B SUITE 150 SOUTHAMPTON PA 18966 HARRY SYMONS 1.00 X X 0 0 0 SCOTT WETHERBEE 1.00 X X 0 0 0 JEROME KLINE 1.00 X 0 0 0 TOM PANZER 1.00 X 0 0 0 WAYNE KOSIK 1.00 X 0 0 0 KEVIN PASQUAY 1.00 X 0 0 0 GEORGE J PINEL CPA 1.00 X X 0 0 0 ALFRED TAUBENBERGER 1.00 X 0 0 0 ANTHONY VISCO ESQ 1.00 X 0 0 0 DR MARY WHITE 1.00 X 0 0 0 RONALD G EVANS 1.00 X 0 0 0 RICHARD POWELL 1.00 X 0 0 0 RICHARD WELLS 1.00 X 0 0 0 JEFF PETTY 40.00 X 361698 0 53074 ROBYN KULP 40.00 X 122217 0 7329 ROCHELLE BALLET 40.00 X 192079 0 10589 KEN FRANIAK 40.00 X 221010 0 9663 GERALD ORGANT 40.00 X 163073 0 10799 SUZANNE LACHMAN 40.00 X 120904 0 12762 SHARON MARGUILES 40.00 X 119932 0 10228 JEFF DUNKLE 40.00 X 114955 0 9233 MIKE PRUSHAN 40.00 X 143419 0 6402 1559287 0 130079 9 1 1 0 JJ DELUCA CONSTRUCTION MGMT PO BOX 677 AMBLER PA 19002 CONSTRUCTION 3656856 PRUDENT MANAGEMENT ASSOC 1735 MARKET STREET PHILADELPHIA PA 19103 MANAGEMENT 802985 KSR CAPITAL 225 W WASHINGTON STREET CHICAGO IL 60606 FINANCE 249150 LARSONALLEN 610 W GERMANTOWN PIKE SUITE 400 PLYMOUTH MEETING PA 19462 ACCOUNTING 161609 928 JAYMOR RD ASSOC LP INC 33 ROCK HILL ROAD BALA CYNWYD PA 19004 RENTAL AGENT 157658 5 6280 6280 MANAGEMENT FEES 623990 3475476 3475476 3475476 2772 2772 3484528 3475476 0 2772 2175341 1418 2173923 104335 104335 423771 423771 186145 186145 154414 154414 37144 1737 35407 10662 10662 4485 4485 17052 685 16367 107824 13800 94024 251565 251565 10524 10524 19688 19688 11827 11827 RECRUITING FEES 831 831 LICENSES 469 369 100 3516077 34321 3481756 0 91030 416054 1052547 377299 124672 143690 11899003 406162 62104 11492841 5137895 8749364 6468248 21179248 1085667 1545981 32093 12877750 366351 4649432 6415414 5735099 21237589 X 733149 -58341 733149 -58341 6468248 21179248 X -31549 -759941 X X 0 1 1 X 0 X X 0 0 0 EVANGELICAL MANOR 230563550 9 0 0 1 0 NEW HERITAGE TOWERS 232366563 9 0 0 1 0 NORTH AMERICAN BAPTIST HOME FOR THE AGED 231401533 9 0 0 1 0 MAPLE VILLAGE 232810902 9 0 0 1 0 EVANGELICAL SERVICES FOR THE AGING FOUNDATION 231971878 11 0 0 1 0 WESLEY ENHANCED LIVING AT CHESTNUT HILL MANOR 260760001 9 0 0 1 0 STAPELEY HALL 232145152 9 0 0 1 0 7 0 0 1 0 0 0 0 1 0 1 98764 98764 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: THE AMOUNT ASSOCIATED WITH SELECTIONS B AND G ABOVE ARE NEGLIGIBLE. THE COSTS UNDER SELECTION I ARE FEES RELATED TO A MANAGEMENT CONTRACT WITH A PUBLIC POLICY/ADVOCACY FIRM. THE PURPOSE OF THE CONTRACT IS TO OBTAIN PERMISSION FROM CMS TO RUN A DEMONSTRATION PROJECT. 0 0 15000 15000 11609111 194819 11414292 267578 210612 56966 7314 731 6583 11492841 DUE FROM RELATED PARTY 6113600 RELATED PARTY NOTES RECEIVABLE 812644 RESTRICTED DEPOSITS AND RESERVE FUNDS 1685546 TENANT SECURITY DEPOSITS 32093 DEFERRED FINANCING COST 105481 8749364 DUE TO AFFILIATE 6139639 OTHER MISCALLENOUS LIABILITIES 274944 PREPAID RENT 831 6415414 3484528 3516077 -31549 -759941 -759941 -791490 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: EVANGELICAL SERVICES FOR THE AGING 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 RETURN IS 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: NET ASSETS TRANSFER FROM DISREGARDED ENTITY -759,941. X X X X X X 0 1 0 0 0 0 0 1 0 JEFF PETTY 298146 0 58350 0 5202 0 39602 0 13472 0 414772 0 0 0 ROCHELLE BALLET 167098 0 16224 0 8757 0 9478 0 1111 0 202668 0 0 0 KEN FRANIAK 190550 0 18500 0 11960 0 8650 0 1013 0 230673 0 0 0 GERALD ORGANT 143300 0 13913 0 5860 0 9778 0 1021 0 173872 0 0 0 MIKE PRUSHAN 143419 0 0 0 0 0 685 0 5717 0 149821 0 0 0 PART I, LINE 4B JEFF PETTY $39,602 KEN FRANIAK $8,650 ROCHELLE BALLET $9,478 GERALD ORGANT $9,778 PART I, LINE 7 SHARON MARGUILES, DIRECTOR OF MARKETING, RECEIVED SALES COMMISSION PAYMENTS TOTALING $38,000. THE COMMISSIONS WERE BASED ON ACTUAL SALES MADE DURING 2011. 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 THE 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: NET ASSETS TRANSFER FROM DISREGARDED ENTITY -759,941. TOTAL TO FORM 990, PART XI, LINE 5: -759,941. FORM 990, PART XI, LINE 2C THE BOARD OF DIRECTORS OF EVANGELICAL SERVICES FOR THE AGING HAS A FINANCE COMMITTEE WHO ASSUMES RESPONSIBILITY FOR THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. REASON FOR AMENDMENT 990 PAGE 1 BOX B AMENDING 2011 990 TO CORRECTLY INCLUDE ACTIVITIES OF DISREGARDED ENTITY WHICH WAS INADVERTENTLY OMITTED FROM THE ORIGINAL RETURN DUE TO DELAY IN INFORMATION PROVIDED BY THE ENTITY. PILGRIM GARDENS SENIOR HOUSING, LP (PGSH) HAD THREE PARTNERS INCLUDING PILGRIM GARDENS SENIOR HOUSING GP, LLC (PGSHGP), AND EVANGELICAL SERVICES FOR THE AGING (WEL), THE FILING ORGANIZATION, AND DFD PILGRIM LLC (DFD). PGSHGP IS A DISREGARDED ENTITY WHOLLY OWNED 100% BY WEL. DFD PILGRIM LLC EXITED OUT OF PGSH EFFECTIVE 4/15/2011 AND TRANSFERRED ITS ENTIRE PARTNERSHIP INTEREST TO WEL. THEREFORE, EFFECTIVELY 4/15/2011, PGSH BECAME DISREGARDED ENTITY SINCE 100% OF PGSH IS OWNED BY WEL. PILGRIM GARDENS SENIOR HOUSING LP 928 JAYMAR ROAD SUITE B-150 SOUTHAMPTON PA 18966 753258108 LOW INCOME HOUSING PROJECT SERVING THE ELDERLY PA 2772 13357559 EVANGELICAL SERVICES FOR THE AGING PILGRIM GARDENS DENIOR HOUSING GP LLC 928 JAYMAR ROAD SUITE B-150 SOUTHAMPTON PA 18966 753258102 GENERAL PARTNER OF PILGRIM GARDENS SENIOR HOUSING LP PA 0 0 EVANGELICAL SERVICES FOR THE AGING EVANGELICAL MANOR C/O 928 JAYMOR ROAD B-150 SOUTHAMPTON PA 18966 230563550 OPERATE A CCRC PA 501C(3) 9 EVANGELICAL SERVICES FOR THE AGING 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 1 0 1 1 0 0 0 0 0 1 1 1 1 1 1 1 1 NORTH AMERICAN BAPTIST HOME FOR THE AGED K 5000 FMV WESLEY ENHANCED LIVING AT CHESTNUT HILL MANOR K 0 FMV NEW HERITAGE TOWERS K 1785835 FMV MAPLE VILLAGE K 581996 FMV EVANGELICAL MANOR K 673911 FMV EVANGELICAL SERVICES FOR THE AGING FOUNDATION K 12000 FMV STAPELEY HALL K 1574331 FMV MAPLE VILLAGE N 149402 FMV NEW HERITAGE TOWERS N 38000 FMV STAPELEY HALL D 627720 FMV EVANGELICAL MANOR D 1923076 FMV NORTH AMERICAN BAPTIST HOME FOR THE AGED D 2417676 FMV MAPLE VILLAGE E 580656 FMV EVANGELICAL SERVICES FOR THE AGING FOUNDATION D 78562 FMV WESLEY ENHANCED LIVING AT CHESTNUT HILL MANOR D 812644 FMV NEW HERITAGE TOWERS E 5496606 FMV MAPLE VILLAGE D 20723906 FMV NEW HERITAGE TOWERS D 13670788 FMV