2011-11-14T11:15:50-06:00 2010-12-31 CLARK SCHAEFER HACKETT AND CO ONE EAST FOURTH ST SUITE 1200 CINCINNATI OH 45202 990 2010-01-01 310537097 WESLEY SERVICES ORGANIZATION WESL 5133893096 2091 RADCLIFF DRIVE CINCINNATI OH 45204 STEPHANIE TUNISON 5133893096 2011-11-11 1 JANE E PFEIFER 5132413111 2010 2016-03-07 17:11:31Z X STEPHANIE TUNISON 2091 RADCLIFF DRIVE CINCINNATI OH 45204 4962377 0 X N/A X 1949 OH TO PROMOTE THE INDEPENDENCE AND ENHANCE THE LIFE OF SENIORS. 15 15 4 20 0 0 1329851 730244 120000 120000 -1461980 1332935 44820 69704 32691 2252883 188623 79810 0 0 0 0 0 0 83848 603137 635925 791760 715735 -759069 1537148 13958145 14232242 1315067 1061948 12643078 13170294 X TO PROVIDE SUPPORT TO WESLEY COMMUNITY SERVICES AND LINCOLN CRAWFOD, BOTH 501(C)(3) ORGANIZATIONS, INCLUDING GUIDANCE, STRATEGIC PLANNING, MANAGEMENT SERVICES, CORPORATE INFRASTRUCTURE AND FUNDRAISING ASSISTANCE. 0 0 507342 79810 120000 WSO IS THE PARENT ORGANIZATION OF LINCOLN CRAWFORD ("LC") AND WESLEY COMMUNITY SERVICES ("WCS"), BOTH OF WHICH ARE SECTION 501(C)(3) ORGANIZATIONS. DURING THE YEAR, WSO DIRECTLY CONTRIBUTED FUNDS TO LC OF $12,734 AND WCS OF $67,076. IN ADDITION TO THE DIRECT CONTRIBUTIONS, WSO PROVIDED A DEVELOPMENT STAFF FOR THE ORGANIZATIONS TO ASSIST IN THE CULTIVATION OF DONORS AND GIFTS FOR WHO NO COMPENSATION FROM EITHER OPERATING ENTITY WAS SOUGHT TO COVER THE COSTS OF SUCH A PROGRAM. WSO ALSO PROVIDED A FINANCIAL STAFF FOR BOTH ENTITIES AT A REDUCED COST TO EACH DIVISION, CHARGING THEM ONLY A PORTION OF THE TOTAL COSTS INCURRED.WSO CONTINUES TO PROVIDE MARKETING SERVICES FOR ALL CORPORATIONS THROUGH THE PUBLICATION OF SEMI-ANNUAL NEWSLETTERS. IN 2010, THE ANNUAL APPEAL WAS SENT TO 1,400 HOUSEHOLDS FOR A 13.07% RETURN. ADDITIONALLY, WSO PROVIDES THE NECESSARY SUPPORT AND STAFF TO PRODUCE VARIOUS APPEALS FOR THE LC AND WCS CORPORATIONS, AS THEIR OPERATIONS DEEM NECESSARY. 507342 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 5 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 OH X JIM WALTHER 5133893096 2091 RADCLIFF DRIVE CINCINNATI OH 45204 DANIEL HEYD 1.00 X X 0 0 0 LEONARD GARRETT 1.00 X X 0 0 0 ROBERT SCHILLING 0.50 X 0 0 0 JUANITA ADAMS 0.50 X 0 0 0 THOMAS LOCKWOOD 0.50 X X 0 0 0 DAVID WARREN 1.00 X X 0 0 0 MICHAEL BERRY 0.50 X 0 0 0 LEWIS BUNTON 0.50 X 0 0 0 THOMAS KAYLOR 0.50 X 0 0 0 RONALD KRUSE 0.50 X 0 0 0 CHAREE MADDUX 0.50 X 0 0 0 CHARLOTTE MCMANIS 0.50 X 0 0 0 WILLA SHELBY 0.50 X 0 0 0 RICHARD ADAMS 0.50 X 0 0 0 HARRY MINNICH 0.50 X 0 0 0 BRENDA STIER 32.00 X 0 89365 1741 STEPHANIE TUNISON 40.00 X 0 78946 3210 0 168311 4951 0 0 0 0 0 730244 151152 730244 PROGRAM SERVICE REVENU 561000 120000 120000 120000 71148 71148 66823 66823 66823 66823 3971281 2709494 1261787 1261787 1261787 OTHER INCOME 900099 2881 2881 2881 2252883 120000 0 1402639 79810 79810 339854 287275 52579 31622 22284 9338 92053 92053 GENERAL AND ADMINISTRAT 146476 124545 21931 UTILITIES, INSURANCE, A 25920 25920 715735 507342 124545 83848 250 250 895908 2656263 2288 503 7166 5642 2995336 344962 2896481 2650374 3379899 2228038 6776153 6691172 13958145 14232242 117290 48266 1197777 1013682 1315067 1061948 X 12252410 12708717 184419 183072 206249 278505 12643078 13170294 13958145 14232242 X 1537148 -1009932 X X 0 1 1 X 0 X X X X 0 0 0 WESLEY COMMUNITY SERVICES 311709022 9 1 1 1 67076 LINCOLN CRAWFORD 311423419 9 1 1 1 12734 2 79810 SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: WESLEY SERVICES ORGANIZATION, LINCOLN CRAWFORD AND WESLEY COMMUNITY SERVICES ARE TAX-EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATIONS ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. DURING 2010, THE WESLEY SERVICES ORGANIZATION OBTAINED RECLASSIFICATION OF ITS TAX-EXEMPT STATUS FROM 509(A)(2), AN EXEMPT PURPOSE ACTIVITY SUPPORTED ORGANIZATION, TO 509(A)(3), AN EXEMPT PURPOSE SUPPORTING ORGANIZATION, UNDER SECTION 501(C)(3). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 218501 72256 16589 1005 306341 187877 650 30821 847 218501 242103 900 -48287 6839 187877 0.86260 0.13740 0 0 302282 302282 2619554 311643 2307911 870 12 858 72630 33307 39323 2650374 DUE FROM RELATED PARTY 6691172 6691172 PAYABLE TO RELATED PARTY 524069 ACCRUED PENSION 489613 1013682 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO PROVIDE SCHOLARSHIPS AND FOR THE BENEFIT OF PROGRAMS FOR WSO AND AFFILIATED ENTITIES ARE THE INTENDED USES OF THE PERMANENT ENDOWMENT. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD GUIDANCE ON UNCERTAINTIES IN INCOME TAXES ON JANUARY 1, 2009. THOSE PROVISIONS CLARIFY THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S INCOME TAX RETURNS. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE ORGANIZATION'S OPEN AUDIT PERIODS ARE 2007-2009. THE ORGANIZATION'S POLICY WITH REGARD TO INTEREST AND PENALTY IS TO RECOGNIZE INTEREST THROUGH INTEREST EXPENSE AND PENALTIES THROUGH OTHER EXPENSE. IN EVALUATING THE ORGANIZATION'S TAX PROVISIONS AND ACCRUALS, FUTURE TAXABLE INCOME, AND THE REVERSAL OF TEMPORARY DIFFERENCES, INTERPRETATIONS AND TAX PLANNING STRATEGIES ARE CONSIDERED. THE ORGANIZATION BELIEVES ITS ESTIMATES ARE APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES. THE ORGANIZATION HAS DETERMINED THAT AN ACCRUAL FOR TAXES IS NOT NEEDED FOR THE YEARS ENDED DECEMBER 31, 2010 AND 2009. 1 LINCOLN CRAWFORD 3333 GLENMORE AVENUE CINCINNATI OH 45211 311423419 501(C)(3) 12734 INSTALLATION OF SECURITY SYSTEM AND OUTDOOR LIGHTING AT NURSING HOME FACILITY. WESLEY COMMUNITY SERVICES 3333 GLENMORE AVENUE CINCINNATI OH 45211 311709022 501(C)(3) 67076 COMPUTERS AND KITCHEN EQUIPMENT. 2 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: WSO AWARDS GRANTS TO AFFILIATED ORGANIZATIONS ONLY. THE GRANTS ARE AWARDED BASED UPON PRIOR SUBMISSION TO THE BOARD OF TRUSTEES VIA THE ANNUAL BUDGET/CAPITAL GRANTS SUBMISSION PROCESS. GRANTS ARE PAID ONLY AFTER THE EXPENDITURE/SERVICE IS PAID FOR/RECEIVED BY THE AFFILIATE ORGANIZATION. NO FUNDS ARE GIVEN IN ADVANCE OF PROGRAMS OR SERVICES. THE GRANTS ARE THEN VALIDATED TO THE ACTUAL COSTS OF THE PROGRAM AND FUNDS AS APPROVED BY THE BOARD OF TRUSTEES, ARE THEN PAID TO EITHER LINCOLN CRAWFORD OR WESLEY COMMUNITY SERVICES. X 1 151152 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE CFO AND FINANCE AND INVESTMENT COMMITTEE REVIEW THE 990 PRIOR TO BOARD PRESENTATION AND FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND DISCUSSED ANNUALLY AT A BOARD MEETING AND ALL POTENTIAL CONFLICTS ARE DISCLOSED, IF ANY. ANY BOARD MEMBER HAVING A POSSIBLE CONFLICT OF INTEREST REGARDING A MATTER BEFORE THE BOARD SHALL NOT VOTE OR USE HIS/HER PERSONAL INFLUENCE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE CEO WAS HIRED DURING 2010 AFTER AN EXTENSIVE SEARCH, AND COMPENSATION WAS BASED ON INDUSTRY STANDARDS OF COMPARABLE POSITIONS. THE CFO'S PERFORMANCE AND COMPENSATION IS REVIEWED BY WSO'S BOARD CHAIR AND CHIEF EXECUTIVE OFFICER. THEY REVIEW COMPENSATION AGAINST INDUSTRY BENCHMARKS, INCLUDING REPORTS FROM UNITED WAY, MEDICAID COST REPORT DATA, INDUSTRY SALARY SURVEYS FOR ACCOUNTANTS AND CPAS, AS WELL AS OTHER OUTSIDE NON-PROFIT SALARY PUBLICATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -868,457. CHANGE IN DEFINED BENEFIT PLAN LIABILITY 23,659. LOSS ON IMPAIRMENT OF LAND AND BUILDING -165,134. TOTAL TO FORM 990, PART XI, LINE 5: -1,009,932. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES ALSO ACTS AS THE AUDIT COMMITTEE. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. LINCOLN CRAWFORD 3333 GLENMORE AVENUE CINCINNATI OH 45211 311423419 COMPREHENSIVE AND ELDERLY NURSING CARE TO 100 LICENSED BEDS OH 501(C)(3) 509(A)(2) WESLEY SERVICES ORGANIZATION 0 WESLEY COMMUNITY SERVICES 3333 GLENMORE AVENUE CINCINNATI OH 45211 311709022 PROVIDE BASIC CARE NEEDS TO ELDERLY AND THOSE WITH SPECIAL NEEDS OH 501(C)(3) 509(A)(2) WESLEY SERVICES ORGANIZATION 0 0 1 0 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 WESLEY COMMUNITY SERVICES B 67076 WESLEY COMMUNITY SERVICES AND WESLEY SENIOR HOUSING D 204767 LINCOLN CRAWFORD D 6486405 WESLEY COMMUNITY SERVICES E 394635 LINCOLN CRAWFORD E 129434 WESLEY COMMUNITY SERVICES K 60000 LINCOLN CRAWFORD K 60000 LINCOLN CRAWFORD B 12734