2024-07-31T13:01:42-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-01-01 231401533 THE NORTH AMERICAN BAPTIST HOME FOR THE AGED NORT 2153540565 626 JACKSONVILLE ROAD 200 WARMINSTER PA 18974 JEFF PETTY PRESIDENT AND CEO 2153540565 2024-07-29 1 1 KERRI N BOGDA CPA P00760402 7177404863 2024-07-29 2023 2024-08-08 14:25:15Z WESLEY ENHANCED LIVING BURHOLME JEFF PETTY 626 JACKSONVILLE ROAD 200 WARMINSTER PA 18974 712057 0 3423 X WWW.WEL.ORG X 1869 PA PROVIDES INDEPENDENT RETIREMENT APARTMENT LIVING AND PERSONAL CARE. 3 0 44 0 0 0 0 22277 1882906 687223 0 0 6326 2557 1889232 712057 38890 14688 0 0 1363735 958264 0 0 0 1563002 1021968 2965627 1994920 -1076395 -1282863 5815837 5539371 12495765 166941 -6679928 5372430 X TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES. 0 1 1514629 14688 687223 THE ORGANIZATION IS A NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY THAT OFFERS RETIREMENT APARTMENT LIVING AND THE AVAILABILITY OF PERSONAL CARE TO ITS RESIDENTS THROUGH MAINTAINING 57 UNITS FOR PERSONAL CARE SERVICES. THE FACILITY PROVIDES AGING SERVICES TO PROMOTE GENERAL HEALTH, WELFARE AND SECURITY OF THE SENIOR RESIDENTS, AND TO PLAN FOR AND DEVELOP NEW PROGRAMS AND SERVICES TO MEET THE SOCIAL, HEALTH, AND PERSONAL NEEDS OF SENIOR CITIZENS. OPERATIONS CEASED AT THE END OF THE YEAR AND THE PROPERTY WAS DEEDED TO ITS NOTEHOLDER IN THE BEGINNING OF 2024. 1514629 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 44 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X JEFF PETTY CEO 2153540565 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 JEFF PETTY PRESIDENT AND CEO 1.00 44.00 X X 0 640795 23407 DAN FROST EXECUTIVE DIRECTOR 1.00 39.00 X X 0 175109 7634 JOHN ODIKE SECRETARY/TREASURER 1.00 44.00 X X 0 198887 12317 0 1014791 43358 0 0 1 0 0 22277 22277 PERSONAL CARE 623990 687223 687223 687223 DINING REVENUE 623990 2258 2258 FINANCE CHARGES 900099 239 239 HOUSEKEEPING REVENUE 900099 60 60 2557 712057 687223 0 2557 14688 14688 758818 606816 152002 23447 16138 7309 91046 83317 7729 84953 50985 33968 66000 66000 38450 38450 -13930 -13930 131365 95092 36273 29068 29068 63250 56550 6700 190650 160977 29673 2347 284 2063 256022 256022 123572 123572 64665 64665 FOOD 48586 48586 BAD DEBT 9697 9697 LICENSES AND CERTS. 4497 115 4382 EMPLOYEE EXPENSES 4135 4135 3594 1487 2107 1994920 1514629 480291 0 62716 47587 10665 0 11536020 6044236 5611536 5491784 130920 0 5815837 5539371 1113409 35000 17010 0 5770582 0 5594764 131941 12495765 166941 X -6679928 5372430 -6679928 5372430 5815837 5539371 X -1282863 13335221 X 0 0 0 X 96653 240947 22277 359877 2355398 2001363 1997211 1882906 687223 8924101 2355398 2098016 2238158 1882906 709500 9283978 0 0 0 9283978 144590 179812 18144 6326 2557 351429 2499988 2277828 2256302 1889232 712057 9635407 0.96350 0.96750 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 2,035. 2021 AMOUNT: $ 403. 2022 AMOUNT: $ 37. APPLICATION FEES - 2019 AMOUNT: $ 200. DINING REVENUE - 2019 AMOUNT: $ 2,001. 2020 AMOUNT: $ 185. 2021 AMOUNT: $ 4,165. 2022 AMOUNT: $ 3,175. 2023 AMOUNT: $ 2,258. FINANCE CHARGES - 2019 AMOUNT: $ 430. 2020 AMOUNT: $ 180. 2021 AMOUNT: $ 164. 2022 AMOUNT: $ 2,259. 2023 AMOUNT: $ 239. CONVENIENCE FEES - 2019 AMOUNT: $ 1,051. 2020 AMOUNT: $ 1,277. 2021 AMOUNT: $ 526. 2022 AMOUNT: $ 805. HOUSEKEEPING REVENUE - 2019 AMOUNT: $ 845. 2021 AMOUNT: $ 327. 2022 AMOUNT: $ 50. 2023 AMOUNT: $ 60. INSURANCE PROCEEDS - 2019 AMOUNT: $ 130,944. 2020 AMOUNT: $ 175,018. 2021 AMOUNT: $ 11,959. OVERAGES - 2019 AMOUNT: $ 9,119. REFUNDS - 2020 AMOUNT: $ 1,117. TRANSPORTATION - 2021 AMOUNT: $ 600. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 18000 18000 11048800 5705710 5343090 400659 287060 113599 68561 51466 17095 5491784 DUE TO RELATED PARTIES 131941 131941 PART IV, LINE 2B: DEPOSITS INCLUDE SECURITY DEPOSITS, PRIORITY DEPOSITS, AND ENTRANCE FEE DEPOSITS RECEIVED FROM RESIDENTS. NO INTEREST ACCRUES ON THESE DEPOSITS AND THEY ARE REFUNDABLE, LESS ANY EXPENSES INCURRED ON BEHALF OF THE RESIDENT. 1 MONTHLY FEE ASSISTANCE FOR PERSONAL CARE RESIDENTS 1 14688 PART I, LINE 2: GRANT ASSISTANCE FOR RESIDENTS OF PERSONAL CARE ARE MADE BASED ON DEMONSTRATED FINANCIAL NEED. MANAGEMENT OF WESLEY ENHANCED LIVING REVIEWS THE SPECIFIC SITUATIONS FOR EACH RESIDENT WHO IS REQUESTING ASSISTANCE. MANAGEMENT MAKES THE DETERMINATION BASED ON THE INDIVIDUAL FINANCIAL NEEDS OF THE RESIDENTS. NO MONITORING IS REQUIRED - THE GRANTS ARE DIRECTLY APPLIED TO RESIDENTS' MONTHLY BILLS AND ACT TO DECREASE THE AMOUNT OWED BY THE RESIDENTS FOR THEIR MONTHLY FEES. 0 0 0 0 0 0 0 1 0 JEFF PETTY PRESIDENT AND CEO 0 520718 0 120077 0 0 0 13200 0 10207 0 664202 0 0 JOHN ODIKE SECRETARY/TREASURER 0 167387 0 31500 0 0 0 3748 0 8569 0 211204 0 0 DAN FROST EXECUTIVE DIRECTOR 0 160109 0 15000 0 0 0 6491 0 1143 0 182743 0 0 PART I, LINE 3 COMPENSATION FOR THE CEO AND HIS DIRECT REPORTS IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF WESLEY ENHANCED LIVING (RELATED ORGANIZATION). COMPENSATION STUDIES ARE DONE PERIODICALLY BY AN OUTSIDE COMPENSATION CONSULTANT TO DETERMINE COMPENSATION USING COMPARATIVE INDEPENDENT DATA. FOR OTHER EMPLOYEES, COMPENSATION REVIEWS ARE COMPLETED INTERNALLY COMPARING COMPENSATION DATA AVAILABLE THROUGH LEADING AGE, THE HOSPITAL & HEALTHCARE COMPENSATION SERVICE SALARY & BENEFITS REPORT, AND OTHER BENCHMARKS. THIS PROCESS WAS LAST PERFORMED IN DECEMBER 2022 AND WILL BE DONE AGAIN AT THE END OF 2024. PART I, LINE 7 THE ORGANIZATION PROVIDES BONUSES TO KEY EXECUTIVES ON A DISCRETIONARY BASIS. THE BOARD OF DIRECTORS ESTABLISHES AND APPROVES A BONUS POOL WHICH REPRESENTS THE MOST THE EMPLOYEES MAY RECEIVE BASED UPON A PERCENTAGE OF THEIR BASE PAY AND SETS THE AWARD FOR THE PRESIDENT/CEO. THE PRESIDENT IS THEN TASKED WITH CONFERRING BONUSES ON OTHER ELIGIBLE EMPLOYEES BASED UPON THE MAXIMUM PERCENTAGE THAT HAS ALREADY BEEN DETERMINED BY THE BOARD. THIS WAS LAST COMPLETED IN 2021. FORM 990, PART III, LINE 3 IN EARLY 2024, THE ORGANIZATION ENTERED INTO AN AGREEMENT WHEREBY THE PROPERTY WAS DEEDED TO THE NOTEHOLDER IN LIEU OF FORECLOSURE. THE ENTITY WILL NO LONGER HAVE OPERATIONS IN ITS CURRENT FORM. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS MAY DELEGATE FROM TIME TO TIME CERTAIN POWERS TO THE CHAIR AND EXECUTIVE COMMITTEE AS MAY BE NEEDED OR AS MAY BE REQUIRED TO TRANSACT BUSINESS ON BEHALF OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 6 WESLEY ENHANCED LIVING, THE PARENT ORGANIZATION, IS THE SOLE MEMBER OF THE FILING ENTITY. FORM 990, PART VI, SECTION A, LINE 7A WESLEY ENHANCED LIVING APPOINTS THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL BY THE BOARD OF DIRECTORS OF WESLEY ENHANCED LIVING: APPROVAL OF THE ANNUAL BUDGET, THE OCCURRENCE OF DEBTS NOT INCLUDED IN THE APPROVED BUDGET, THE PURCHASE, SALE, OR LEASE BY OR TO THE CORPORATION OF REAL PROPERTY, THE CREATION OR AMENDMENTS TO THE CONTRACTS WITH RESIDENTS OR OTHER USERS OF CORPORATE SERVICES, TRANSFERS OF FUNDS OR PROPERTY TO OTHER CORPORATIONS FOR WHICH WESLEY ENHANCED LIVING IS THE SOLE MEMBER, AND ANY AMENDMENT TO THE CORPORATION'S AMENDED AND RESTATED ARTICLES OF INCORPORATION OR BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE FINANCE COMMITTEE AND PRESENTED TO THE FULL BOARD OF DIRECTORS BEFORE THE 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 PRINCIPLES 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. "RELATED" INDIVIDUALS SHALL NOT BE PLACED IN WESLEY ENHANCED LIVING THROUGH EMPLOYMENT, TRANSFER, OR PROMOTION WHEN SUCH PLACEMENT WILL RESULT IN ONE RELATIVE SUPERVISING ANOTHER AND/OR HAVING THE RESPONSIBILITY TO MAKE OR PARTICIPATE ACTIVELY IN MAKING DECISIONS REGARDING THE "RELATED" EMPLOYEE'S EMPLOYMENT STATUS. PERSONS WHO HAVE CONFLICTS WILL BE REVIEWED ON A CASE-BY-CASE BASIS AND WILL ABSTAIN FROM BOTH DISCUSSION AND VOTE ON ANY MATTER INVOLVING THE CONFLICT. 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. FORM 990, PART XI, LINE 9: GAIN ON DISCONTINUED OPERATIONS 13,335,221. EVANGELICAL MANOR DBA WESLEY ENHANCED LIVING PENNYPACK PARK 626 JACKSONVILLE RD SUITE 200 WARMINSTER PA 18974 230563550 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 NEW HERITAGE TOWERS DBA WESLEY ENHANCED LIVING DOYLESTOWN 626 JACKSONVILLE RD SUITE 200 WARMINSTER PA 18974 232366563 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 MAPLE VILLAGE DBA WESLEY ENHANCING LIVING UPPER MORELAND 626 JACKSONVILLE RD SUITE 200 WARMINSTER PA 18974 232810902 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 EVANGELICAL SERVICES FOR THE AGING FOUNDATION DBA WEL FOUNDATION 626 JACKSONVILLE RD SUITE 200 WARMINSTER PA 18974 231971878 FUNDRAISING ARM OF EVANGELICAL SERVICES FOR THE AGING PA 501(C)(3) LINE 12A, I N/A 0 EVANGELICAL SERVICES FOR THE AGING DBA WESLEY ENHANCED LIVING 626 JACKSONVILLE RD SUITE 200 WARMINSTER PA 18974 232648022 MANAGE/OPERATE CCRCS PA 501(C)(3) LINE 12C, III-FI N/A 0 STAPELEY HALL DBA WESLEY ENHANCED LIVING AT STAPELEY 626 JACKSONVILLE RD SUITE 200 WARMINSTER PA 18974 232145152 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 MARTINS RUN DBA WESLEY ENHANCED LIVING MAIN LINE 626 JACKSONVILLE RD SUITE 200 WARMINSTER PA 18974 232090256 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 MARTINS RUN HOME PARTNERS 626 JACKSONVILLE RD SUITE 200 WARMINSTER PA 18974 272268177 OPERATE A CCRC PA 501(C)(3) LINE 10 MARTINS RUN 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 1 1