2012-11-14T13:35:55-06:00 2011-12-31 HOWARD WERSHBALE & CO 23240 CHAGRIN BLVD CLEVELAND OH 441225450 990 2011-01-01 310738614 WESLEY GLEN INC % ROBERT WEHNER WESL 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 MARGARET CARMANY 5155 N HIGH STREET COLUMBUS OH 43214 23536949 false X WWW.METHODISTELDERCARE.ORG X 1967 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 22 437 146 0 360390 241790 20546361 21156819 150193 453296 226748 43587 21283692 21895492 26636 33939 0 0 9479154 9509347 0 0 149971 10778444 10396753 20284234 19940039 999458 1955453 23619609 32874405 8241796 16151903 15377813 16722502 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 16563887 33939 21157577 WESLEY GLEN, OPENED IN 1969 IN COLUMBUS, PROVIDES INDEPENDENT, ASSISTED LIVING, DEMENTIA CARE, AND NURSING CARE TO SENIOR RESIDENTS. ADDITIONAL SERVICES AVAILABLE INCLUDE SOCIAL, RECREATIONAL, AND WELLNESS PROGRAMS, THERAPY, TRANSPORTATION, CONCIERGE, HOUSEKEEPING, AND MAINTENANCE. 16563887 true true false false false false true false true true false true true true false false true false false false false false false false false false false true true true false false false false false false false false false false false false true false false false false true 27 0 437 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 HAZEL AUGSBURGER 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 0 BARBARA BURRUS 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 HILLIS 1.0 X 0 0 0 EMILY HOBSON 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 JOHN WHITAKER 1.0 X 0 0 0 WILLIAM A WILLIS 1.0 X 0 0 0 L CEAN WILSON 1.0 X 0 0 0 MARGARET CARMANY 14.0 X 0 230150 21164 ROBERT WEHNER 8.0 X 0 195026 14471 DAWN SCHAFFNER 20.0 X 0 135333 10413 DEBBIE DASHKO X 0 110810 7622 TOM WIDNEY 40.0 X 125147 0 12398 KATHY MILLER 1.0 X 0 81425 10903 CHRISTOPHER NICHOLS 20.0 X 0 107376 11719 PENNY MONROE 40.0 X 108419 0 4052 233566 860120 92742 2 false true false SELECT MEDICAL REHAB SERVICES 1087 Dennison Ave COLUMBUS OH 43201 REHAB SERVICES 1644983 KONE INC 735 cross pointe road GAHANNA OH 43230 construction 220602 MESSER CONSTRUCTION CO 3705 Business Park Drive COLUMBUS OH 43204 CONSTRUCTION 322221 ECS BILLING CONSULTING 5870 Venture Dr DUBLIN OH 43017 BILLING SERVICES 291748 PH7 Architects 330 West Spring Street COLUMBUS OH 43215 architects 164421 5 241790 241790 RESIDENT SERVICES 623000 21106944 21106944 AMORTIZATION OF ENTRANCE FEES 623000 49875 49875 21156819 129115 129115 0 0 42829 42829 42829 42829 1828094 137544 1581606 59851 246488 77693 324181 0 0 0 MISCELLANEOUS 900099 758 758 758 21895492 21157577 171944 0 33939 33939 0 0 137545 137545 0 7309210 7309210 45486 45486 993912 993912 1023194 1023194 1182156 1182156 94599 94599 253885 253885 0 0 0 2167373 1895175 272198 290071 140100 149971 203063 203063 7255 7255 0 1907075 1907075 15784 15784 0 11158 11158 79358 79358 0 1038564 1038564 140854 140854 OTHER 15590 15590 UNIFORMS 46402 46402 FOOD & DIETARY 1006817 1006817 REPAIRS & MAINTENANCE 59425 59425 1877324 1877324 19940039 16563887 3226181 149971 3255700 2996299 124168 148656 250654 148154 1704737 830923 0 0 0 0 0 0 48651 96319 201806 107908 28386436 11772544 9720363 16613892 4670958 4639863 0 0 2598561 4866401 0 0 1044011 2425990 23619609 32874405 1715198 3103574 0 0 0 0 3253889 9678337 0 0 0 0 366199 8077 0 0 2906510 3361915 8241796 16151903 X 14394881 15459782 195057 491575 787875 771145 15377813 16722502 23619609 32874405 X 1955453 -610764 X X false true true X false X 55627 58139 59503 360390 241790 775449 17312749 18709073 19713387 20742414 21156819 97634442 17368376 18767212 19772890 21102804 21398609 98409891 33099 29705 10300 10000 6165 89269 64062 64062 33099 29705 10300 74062 6165 153331 98256560 293163 242483 178838 233570 100347 1048401 293163 242483 178838 233570 100347 1048401 163019 165086 246843 758 575706 17824558 19174781 20198571 21336374 21499714 100033998 0.98223 0.97750 0.01048 0.01310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10000 X X X X false 787875 -16730 771145 764624 23251 787875 720281 44343 764624 873759 -153478 720281 1.00000 false false 448989 448989 18172001 9989824 8182177 1400522 976708 423814 8364924 806012 7558912 16613892 BOND TRUST ACCOUNTS 2055611 F FRIENDS OF HB WILLIAMS FUND 15300 F CHARITABLE CARE FUND 2795490 F 4866401 DEFERRED FINANCING COSTS 150421 RESIDENT FUNDS 9944 BENEFICIAL INTEREST PERP TRUST 390852 DUE FROM AFFILIATES 1874773 2425990 0 ENTRANCE FEES 2897780 DUE TO AFFILIATES 0 REAL ESTATE TAXES PAYABLE 307366 DEPOSITS 37700 INTEREST RATE SWAP AGREEMENT 119069 3361915 WORKS OF ART SCHEDULE D, PART III, LINE 4 A GEORGE WASHINGTON PAINTING WAS DONATED TO THE ORGANIZATION. THEREFORE, IT WAS THE ORGANIZATION'S RESPONSIBITLITY TO RESTORE AND PRESERVE THE ASSET FOR FUTURE GENERATIONS. THE ASSET IS CURRENTLY UNDER SCHOLARLY RESEARCH AND IS INTENDED FOR PUBLIC EXHIBITION. 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 returns in any given year may vary from this amount. true CHARITABLE CARE PROGRAM 1 9644 FREE DAY PROGRAM 6 24295 PROCEDURE FOR MONITORING GRANTS IN THE US PART I, LINE 2 FOR FREE CARE DAYS, CONTRACTS OF INDEPENDENT LIVING RESIDENTS CONTAIN A STATEMENT REGARDING THE ABILITY TO UTILIZE 10 FREE DAYS PER YEAR AT ANOTHER LEVEL OF CARE. FOR CHARITABLE CARE CREDIT, RESIDENTS ARE EVALUATED UPON ADMISSION TO DETERMINE FINANCIAL NEED. IN ADDITION, IF A RESIDENTS' RESOURCES ARE DEPLETED AT A LATER TIME, AN APPLICATION CAN BE COMPLETED TO RECEIVE CHARITABLE CARE. X X X false true false false false false false false false MARGARET CARMANY 0 230150 0 0 0 0 0 20000 0 1164 0 251314 0 0 ROBERT WEHNER 0 195026 0 0 0 0 0 13307 0 1164 0 209497 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 COUNTY OF FRANKLIN OHIO 316400067 2010-10-29 22340000 refunding and capital improvement false false false 0 0 22340000 0 0 15600000 134800 0 0 6605200 0 0 2012 false false true true false false false false 0.00000 0.00000 0.00000 true false true true first merit 4.92 true false false 0 OTHER CHANGES IN NET ASSETS PAGE 12, PART XI, #5 CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT (147,837) UNREALIZED LOSSES ON INVESTMENTS (446,197) CHANGE IN VALUE OF PERPETUAL TRUST (16,730) REVIEW OF FORM 990 PART VI, SECTION B, LINE 11 THE CFO REVIEWS FORM 990, BEFORE FILING AN ELECTRONIC COPY IS PROVIDED TO THE BOARD MEMBERS FOR THEIR REVIEW BEFORE FILING. CONFLICT OF INTEREST MONITORING 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. COMPENSATION REVIEW PART VI, SECTION B, LINE 15 THE ORGANIZATION USES WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEYS OR STUDIES, AND APPROVAL BY THE BOARD TO ESTABLISH COMPENSATION. THE PROCESS WAS LAST COMPLETED IN 2010. DOCUMENTS MADE AVAILABLE TO THE PUBLIC PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. Schedule K Bonds Schedule K - Franklin County Ohio Bonds In 2010 the organization entered into a combined bond issue with Wesley Ridge Residence Corp, a related organization, to refinance the existing 2005 bond issues for both organizations and for the construction of The Wellness Center of Wesley Glen. The combined bond issue is reported on Schedule K of the form 990 of both organizations. HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MARGARET CARMANY TITLE:CEO HOURS:26 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT WEHNER TITLE:CFO HOURS:32 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DAWN SCHAFFNER TITLE:COO HOURS:20 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:KATHY MILLER TITLE:EXECUTIVE DIRECTOR - WRRC HOURS:39 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CHRISTOPHER NICHOLS TITLE:DIRECTOR CORPORATE COMPLIANCE HOURS:20 LIFE CENTER ADULT DAY CARE 2225 LC SR 256 REYNOLDSBURG OH 43068 311152032 ADULT DAYCARE OH 501(C)(3) LINE 9 MET RET CNTR false WESLEY RIDGE INC 2225 LC SR 256 REYNOLDSBURG OH 43068 311461485 HEALTHCARE OH 501(C)(3) LINE 9 MET RET CNTR false WESLEY GLEN HEALTH SERVICES CORP 5155 N HIGH ST COLUMBUS OH 43214 311614458 HEALTHCARE OH 501(C)(3) LINE 11B,ii MET RET CNTR false WESLEY RIDGE RESIDENCE CORP 2225 LC SR 256 REYNOLDSBURG OH 43068 311595342 HEALTHCARE OH 501(C)(3) LINE 9 MET RET CNTR false WESLEY HILLS OF FAIRFIELD COUNTY 5155 N HIGH ST COLUMBUS OH 43214 311779923 SENIOR LIVING OH 501(C)(3) LINE 9 MET RET CNTR false METHODIST RETIREMENT CENTER CENTRAL OHIO 5155 N HIGH ST COLUMBUS OH 43214 310711146 HEALTHCARE OH 501(C)(3) 11C,III-FI NA false HOSPICE SERVICES AT METHODIST ELDERCARE 5155 NORTH HIGH STREET COLUMBUS OH 43214 271188840 HOSPICE OH 501(C)(3) 9 MET RET CNTR false GORSUCH-METHODIST ELDER CARE DEVELOPMENT 5155 N HIGH ST COLUMBUS OH 43214 311773779 LAND DEVELOPMENT OH MET RET CNTR RELATED false 0 false 0.00000 false false true false false false false false false true false true false false true true true true