2024-07-30T10:05:43-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-01-01 231971878 EVANGELICAL SERVICES FOR THE AGING FOUNDATION EVAN 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 JEFF PETTY 626 JACKSONVILLE ROAD 200 WARMINSTER PA 18974 607859 0 3423 X WWW.WEL.ORG X 1975 PA TO RAISE FUNDING FOR SEVERAL SPECIFIED NON-PROFIT ENTITIES RELATED TO WESLEY ENHANCED LIVING. 5 3 0 3 0 0 66607 40480 0 0 142893 139894 0 0 209500 180374 81500 116000 0 0 0 0 0 0 0 27043 8758 108543 124758 100957 55616 3674303 4225598 179621 149914 3494682 4075684 TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES. 0 0 116000 116000 0 THE ORGANIZATION PROVIDES FUNDING FOR RELATED 509(A)(2) PUBLIC CHARITIES: WESLEY ENHANCED LIVING PENNYPACK PARK, WESLEY ENHANCED LIVING UPPER MORELAND, WESLEY ENHANCED LIVING DOYLESTOWN, WESLEY ENHANCED LIVING BURHOLME, WESLEY ENHANCED LIVING AT STAPELEY, WESLEY ENHANCED LIVING MAIN LINE, AND EVANGELICAL SERVICES FOR THE AGING. THE ORGANIZATION PROVIDES BENEVOLENT CARE AND RESIDENT SERVICES FOR THE AGING 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. 116000 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X JEFF PETTY CEO 2153540565 626 JACKSONVILLE ROAD STE 200 WARMINSTER PA 18974 KYLE EVANS BOARD CHAIR 1.00 X X 0 0 0 STEVEN LORBER TREASURER 1.00 X X 0 0 0 BRUCE HESS ESQ SECRETARY 1.00 X X 0 0 0 JEFF PETTY PRESIDENT AND CEO 1.00 44.00 X X 0 640795 23407 JOHN ODIKE VICE PRESIDENT, HR 1.00 44.00 X X 0 198887 12317 0 839682 35724 0 0 1 0 0 40480 40480 125379 125379 442000 427485 14515 14515 14515 180374 0 0 139894 116000 116000 7709 7709 949 949 LICENSES 100 100 124758 116000 8758 0 58088 22130 14569 14569 0 0 3578725 4165978 37490 37490 3674303 4225598 18518 5190 161103 144724 179621 149914 X 3419683 4000685 74999 74999 3494682 4075684 3674303 4225598 X 55616 447359 78027 X 0 1 X 1 0 X X 7 EVANGELICAL MANOR 230563550 10 1 90000 0 THE NORTH AMERICAN BAPTIST HOME FOR THE AGED 231401533 10 1 0 0 MAPLE VILLAGE 232810902 10 1 9000 0 NEW HERITAGE TOWERS 232366563 10 1 7000 0 EVANGELICAL SERVICES FOR THE AGING 232648022 10 1 0 0 STAPELEY HALL 232145152 10 1 10000 0 MARTINS RUN 232090256 10 1 0 0 7 116000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14569 14569 0 0 INVESTMENTS 4165978 F 4165978 ANNUITIES PAYABLE 7725 DUE TO AFFILIATES 136999 144724 581002 447359 -46731 400628 180374 0 180374 0 0 0 124758 124758 124758 PART XI, LINE 2D - OTHER ADJUSTMENTS: GRANTS TO AFFILIATES -116,000. EXPENSES NETTED AGAINST REVENUE ON FINANCIALS -8,758. CHANGE IN VALUE OF ANNUITY 78,027. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS TO AFFILIATES 116,000. EXPENSES NETTED AGAINST REVENUE ON FINANCIALS 8,758. 1 EVANGELICAL MANOR 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 230563550 501(C)(3) 90000 0 BENEVOLENT CARE STAPELEY HALL 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 232145152 501(C)(3) 10000 0 BENEVOLENT CARE MAPLE VILLAGE 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 232810902 501(C)(3) 9000 0 BENEVOLENT CARE THE NEW HERITAGE TOWERS 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 232366563 501(C)(3) 7000 0 BENEVOLENT CARE 4 0 PART I, LINE 2: THE ORGANIZATION PROVIDES ASSISTANCE TO ITS RELATED ENTITIES FOR BENEVOLENT CARE. THE FOUNDATION MONITORS FUNDS THROUGH A COMMON ACCOUNTING SYSTEM. 0 0 0 0 0 0 0 0 0 JEFF PETTY PRESIDENT AND CEO 0 520718 0 120077 0 0 0 13200 0 10207 0 664202 0 0 JOHN ODIKE VICE PRESIDENT, HR 0 167387 0 31500 0 0 0 3748 0 8569 0 211204 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. 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 7A WESLEY ENHANCED LIVING, THE PARENT ORGANIZATION, 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, 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 RETURN 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: CHANGE IN ANNUITY VALUATION 78,027. EVANGELICAL MANOR DBA WESLEY ENHANCED LIVING PENNYPACK PARK 626 JACKSONVILLE ROAD 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 ROAD SUITE 200 WARMINSTER PA 18974 232366563 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 THE NORTH AMERICAN BAPTIST HOME FOR THE AGING DBA WESLEY ENHANCED LIVING BU 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 231401533 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 MAPLE VILLAGE DBA WESLEY ENHANCED LIVING UPPER MORELAND 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 232810902 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 ROAD SUITE 200 WARMINSTER PA 18974 232090256 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 EVANGELICAL SERVICES FOR THE AGING DBA WESLEY ENHANCED LIVING 626 JACKSONVILLE ROAD 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 ROAD SUITE 200 WARMINSTER PA 18974 232145152 OPERATE A CCRC PA 501(C)(3) LINE 10 EVANGELICAL SERVICES FOR THE AGING 0 MARTINS RUN HOME PARTNERS 626 JACKSONVILLE ROAD SUITE 200 WARMINSTER PA 18974 272268177 OPERATE A HOME CARE AGENCY PA 501(C)(3) LINE 10 MARTINS RUN 0 0 1 0 0 1 0 0 0 0 0 0 1 1 1 1 1 0 0 0