2011-08-11T14:30:19-05:00 2010-12-31 PLANTE & MORAN PLLC 65 EAST STATE STREET SUITE 600 COLUMBUS OH 43215 990 2010-01-01 311614458 WESLEY GLEN HEALTH SERVICES CORP WESL 6148887492 5155 NORTH HIGH ST COLUMBUS OH 43214 ROBERT WEHNER 6148887492 2011-08-10 1 BERNIE OSTROWSKI 6148493000 2010 2016-02-24 21:20:13Z MARGARET CARMANY 5155 NORTH HIGH ST COLUMBUS OH 43214 984672 0 X WWW.METHODISTELDERCARE.ORG X 1998 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 0 25 0 0 0 0 1112757 983180 1729 1492 0 0 1114486 984672 0 0 0 0 0 0 0 0 0 1371514 2060567 1371514 2060567 -257028 -1075895 7220328 6753573 12757671 13366811 -5537343 -6613238 TO PROVIDE QUALITY HOUSING, HEALTHCARE, AND SERVICES TO SENIORS IN AN INTENTIONALLY CHRISTIAN COMMUNITY, ON A FIRM FINANCIAL FOUNDATION, THROUGH EFFECTIVE STRATEGIC PLANNING. 0 0 2043321 0 983180 TO PROVIDE HEALTHCARE SERVICES TO THE ELDERLY 2043321 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 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 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ROBERT WEHNER METHODIST ELDERCARE SERVICES 6148887492 5155 NORTH HIGH STREET COLUMBUS OH 43214 HAZEL AUGSBURGER 1.00 X 0 0 0 ROBERT BRADLEY 1.00 X 0 0 0 ANNE BROWN 1.00 X 0 0 0 THOMAS BROWN 1.00 X 0 0 0 BARBARA BURRUS 1.00 X 0 0 0 CLARENCE CUNNINGHAM 1.00 X 0 0 0 H EUGENE FOLDEN JR 1.00 X 0 0 0 REV ROGER GRACE 1.00 X 0 0 0 RUSSELL HALL 1.00 X 0 0 0 JAN HILLS 1.00 X 0 0 0 EMILY HOBSON 1.00 X 0 0 0 ROBERT HOLM 1.00 X 0 0 0 DOUG JACKSON 1.00 X 0 0 0 KATHY KERR 1.00 X 0 0 0 AMY KUHN 1.00 X 0 0 0 RONALD KYSER 1.00 X 0 0 0 CHARLES LOVELESS 1.00 X 0 0 0 BENIS LUTZ 1.00 X 0 0 0 MARK PALMER 1.00 X 0 0 0 MARY ANN SHORT 1.00 X 0 0 0 REV R STANLEY SUTTON 1.00 X 0 0 0 REV JAMES WAUGH 1.00 X 0 0 0 JOHN WHITAKER 1.00 X 0 0 0 WILLIAM WILLIS 1.00 X 0 0 0 L CEAN WILSON 1.00 X 0 0 0 MARGARET CARMANY 1.00 X 0 233734 5839 ROBERT WEHNER 1.00 X 0 202506 5221 DAWN SCHAFFNER 1.00 X 0 138964 3766 KATHY MILLER 1.00 X 0 81507 5351 TOM WIDNEY 1.00 X 0 128835 7060 0 785546 27237 0 0 1 0 0 RENTAL INC-WESLEY GLEN 623000 983180 983180 983180 1492 1492 984672 983180 0 1492 250 250 16400 16400 596 596 34 34 20000 20000 1580593 1580593 442694 442694 2060567 2043321 17246 0 65753 53874 93168 99264 79512 44117 13754697 8516715 5656609 5237982 12500 70052 763170 783195 549616 465089 7220328 6753573 77059 68418 12680612 13298393 12757671 13366811 X -5537343 -6613238 -5537343 -6613238 7220328 6753573 -1075895 X X 0 1 1 X 1 1 X X X 0 0 0 WESLEY GLEN INC 310738614 9 1 1 1 0 1 0 SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: WESLEY GLEN HEALTH SERVICES CORP. SUPPORTS WESLEY GLEN, INC. BY PROVIDING FACILITIES FOR RENT, IN ADDITION TO REIMBURSEMENT OF EXPENSES PAID BY WESLEY GLEN, INC. SEE SCHEDULE R, PART V. 13754697 8516715 5237982 5237982 BOND TRUST ACCOUNTS 783195 F 783195 DEFERRED FINANCING - NET 443644 DUE FROM AFFILIATES 21445 465089 984672 2060567 -1075895 0 -1075895 984672 0 984672 0 984672 2060567 0 2060567 0 2060567 0 1 0 0 0 0 0 0 0 MARGARET CARMANY 0 201496 0 26831 0 5407 0 5839 0 0 0 239573 0 0 ROBERT WEHNER 0 170506 0 27183 0 4817 0 5221 0 0 0 207727 0 0 PART I, LINE 4B MARGARET CARMANY, $14,024 ROBERT WEHNER, $8,115 SUPPLEMENTAL INFORMATION PART III WESLEY GLEN, INC, A RELATED ORGANIZATION, COMPENSATES THE ORGANIZATION'S OFFICERS USING WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS WESLEY GLEN, INC., A RELATED, TAX-EXEMPT ORGANIZATION. THE GOVERNING BODIES OF BOTH ORGANIZATIONS ARE IDENTICAL. THERE ARE NO OTHER PERSONS WITH RIGHTS TO ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY OR TO APPROVE OR RATIFY DECISIONS OF THE GOVERNING BODY. 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. 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. 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 COMPENSATION. THE PROCESS WAS LAST COMPLETED IN 2010. FORM 990, PART VI, SECTION C, LINE 18 FORMS 990 AND 1023 ARE PROVIDED UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. FORM 990, PART XI, LINE 2C: THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND FOR SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VII: MARGARET CARMANY WORKS APPROXIMATELY 16 HOURS FOR METHODIST RETIREMENT CENTER OF CENTRAL OHIO, 14 HOURS FOR WESLEY GLEN, 5.2 HOURS FOR WESLEY RIDGE, AND 4.8 HOURS FOR WESLEY RIDGE RESIDENCE CORP. ROBERT WEHNER WORKS APPROXIMATELY 16 HOURS FOR METHODIST RETIREMENT CENTER OF CENTRAL OHIO, 8 HOURS FOR WESLEY GLEN, 8 HOURS FOR WESLEY RIDGE, AND 8 HOURS FOR WESLEY RIDGE RESIDENCE CORP. DAWN SCHAFFNER WORKS APPROXIMATELY 20 HOURS FOR WESLEY GLEN, 8 HOURS FOR WESLEY RIDGE, 8 HOURS FOR WESLEY RIDGE RESIDENCE CORP, AND 4 HOURS FOR METHODIST RETIREMENT CENTER OF CENTRAL OHIO. KATHY MILLER WORKS APPROXIMATELY 20 HOURS FOR WESLEY RIDGE, 16 HOURS FOR WESLEY RIDGE RESIDENCE CORP, AND 4 HOURS FOR LIFE CENTER. TOM WIDNEY WORKS APPROXIMATELY 40 HOURS FOR WESLEY GLEN. WESLEY GLEN INC 5155 N HIGH ST COLUMBUS OH 43214 310738614 HEALTHCARE OH 501(C)(3) LINE 9 METHODIST RETIREMENT CENTER OF CENTRAL OHIO 1 WESLEY RIDGE INC 2225 LC SR 256 REYNOLDSBURG OH 43068 311461485 HEALTHCARE OH 501(C)(3) LINE 9 METHODIST RETIREMENT CENTER OF CENTRAL OHIO 1 LIFE CENTER ADULT DAY CARE 2225 LC SR 256 REYNOLDSBURG OH 43068 311152032 ADULT DAYCARE OH 501(C)(3) LINE 9 METHODIST RETIREMENT CENTER OF CENTRAL OHIO 1 METHODIST RETIREMENT CENTER OF CENTRAL OHIO 5155 N HIGH ST COLUMBUS OH 43214 310711146 HEALTHCARE OH 501(C)(3) LINE 11C, III-FI N/A 0 WESLEY RIDGE RESIDENCE CORP 2225 LC SR 256 REYNOLDSBURG OH 43068 311595342 HEALTHCARE OH 501(C)(3) LINE 9 METHODIST RETIREMENT CENTER OF CENTRAL OHIO 1 WESLEY HILLS OF FAIRFIELD COUNTY 5155 N HIGH ST COLUMBUS OH 43214 311779923 SENIOR LIVING OH 501(C)(3) LINE 9 METHODIST RETIREMENT CENTER OF CENTRAL OHIO 1 GORSUCH-METHODIST ELDER CARE DEVELOPMENT LLC 5155 N HIGH STREET COLUMBUS OH 43214 311773779 LAND DEVELOPMENT OH N/A 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 WESLEY GLEN INC I 983180 CASH TRANSACTION WESLEY GLEN INC O 176755 CASH TRANSACTION METHODIST RETIREMENT CENTER OF CENTRAL OHIO P 80266 CASH TRANSACTION WESLEY GLEN INC P 82636 CASH TRANSACTION METHODIST RETIREMENT CENTER OF CENTRAL OHIO Q 79766 CASH TRANSACTION WESLEY GLEN INC R 71390 CASH TRANSACTION