2024-11-05T14:49:58-06:00 2023-12-31 381357951 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2023-01-01 311804673 WEXCO SENIOR SERVICES INC WEXC 6142314900 1151 COLLEGE AVE COLUMBUS OH 432092897 TANYA K HAHN CFO 6142314900 2024-11-04 1 1 AMANDA M COON P01754645 6148493000 2024-11-04 2023 2024-10-15 13:58:12Z COREY GOLDSAND 1151 COLLEGE AVE COLUMBUS OH 432092897 10716728 0 X WHV.ORG X 2001 OH TO PROVIDE HOSPICE SERVICES. 18 18 432 15 0 0 16647 4222333 4519955 6442155 39340 10492 1309 41748 4577251 10716728 0 0 0 0 3672218 3513711 0 0 0 2792167 3837946 6464385 7351657 -1887134 3365071 15690037 21412299 22210860 24552420 -6520823 -3140121 TO PROVIDE HOSPICE SERVICES TO THE ELDERLY AND TO PROVIDE MANAGEMENT SERVICES TO WEXNER HERITAGE VILLAGE. 0 0 4946861 6442155 PROVIDE HOSPICE SERVICES. PROVIDE MANAGEMENT SERVICES TO WEXNER HERITAGE VILLAGE AND ITS SUBSIDIARIES. 4946861 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 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 0 0 0 1 6 0 1 432 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X TANYA K HAHN 6145590332 1151 COLLEGE AVE COLUMBUS OH 43209 KEITH SCHUSS SECRETARY 0.25 1.50 X X 0 0 0 IRA KANE CHAIRMAN 0.25 1.50 X 0 0 0 MARK YALE FINANCE CHAIR/PAST BOARD C 0.25 1.50 X 0 0 0 FRED SUMMER DIRECTOR/VICE CHAIR 0.25 1.50 X 0 0 0 DAVE ANDERSON DIRECTOR - PART YEAR 0.25 1.50 X 0 0 0 JOSH BOKOR DIRECTOR 0.25 1.50 X 0 0 0 ARNOLD GOOD MD DIRECTOR 0.25 1.50 X 0 0 0 AMY KLABEN DIRECTOR 0.25 1.50 X 0 0 0 MARK UNGAR DIRECTOR 0.25 1.50 X 0 0 0 KAREN BOKOR DIRECTOR 0.25 1.50 X 0 0 0 ROSS FRIEDMAN DIRECTOR 0.25 1.50 X 0 0 0 CHERYL HOOKER DIRECTOR 0.25 1.50 X 0 0 0 SAM MARCELLINO DIRECTOR 0.25 1.50 X 0 0 0 MARIAN SCHUDA MD DIRECTOR 0.25 1.50 X 0 0 0 GERRY STEINMAN MD DIRECTOR 0.25 1.50 X 0 0 0 MAXX BLANK DIRECTOR 0.25 1.50 X 0 0 0 SHELBY NATHANS DIRECTOR 0.25 1.50 X 0 0 0 STEVEN STIGLITZ DIRECTOR 0.25 1.50 X 0 0 0 LISA ROGERS DIRECTOR 0.25 1.50 X 0 0 0 CHRISTOPHER C CHRISTIAN PRESIDENT & COO - PART YEAR 40.00 5.00 X 76778 0 40 COREY A GOLDSAND PRESIDENT 40.00 5.00 X 0 0 0 TANYA HAHN CHIEF FINANCIAL OFFICER 40.00 5.00 X 0 0 0 GEORGE MIU ADMINISTRATOR 40.00 0.00 X 135560 0 16223 KWAME ODURO-OFRIKYI DIRECTOR OF NURSING - HOSPICE 40.00 0.00 X 132943 0 10945 REBECCA SEARS DIRECTOR OF HOSPICE 40.00 0.00 X 125035 0 19344 CODY REED CLINICAL LIAISON 40.00 0.00 X 136646 0 21114 WILLIAM HARDING DIRECTOR OF NURSING - WEXNER 40.00 0.00 X 112578 0 27121 GARY F ROSENSTEIN FORMER CEO 40.00 5.00 X 104530 0 7302 824070 0 102089 7 1 1 0 UNITED CHURCH HOMES MANAGEMENT INC 170 EAST CENTER ST MARION OH 43302 MANAGEMENT SERVICES 641939 1 4197175 25158 4222333 HOSPICE SERVICES 623000 6442155 6442155 6442155 10492 10492 REIMBURSEMENT INCOME 990000 41352 41352 396 396 41748 10716728 6442155 0 52240 X 188651 188651 2662516 1911225 751291 11808 5034 6774 396835 6280 390555 253901 141265 112636 143737 143737 13331 13331 33386 33386 2541873 1954894 586979 27587 27587 12337 7741 4596 60600 60600 119357 103412 15945 4918 1291 3627 46886 46886 53539 53539 SUPPLIES 666933 621129 45804 BAD DEBT 89828 89828 DUES, LICENSES, & CERTI 9452 175 9277 RECRUITMENT 4282 4162 120 9900 9900 7351657 4946861 2404796 0 800 284883 1851412 1507624 52486 98669 937662 823140 142475 114522 263216 301120 13379648 19105481 15690037 21412299 1361696 1555235 4212400 16636764 22997185 22210860 24552420 X -6735251 -3354549 214428 214428 -6520823 -3140121 15690037 21412299 3365071 15632 0 X X 0 1 X 1 0 X 14964 178741 3304648 16647 4222333 7737333 4850501 3076583 3648447 4519955 6442155 22537641 4865465 3255324 6953095 4536602 10664488 30274974 0 0 0 30274974 7041 6943 27431 39340 10492 91247 7041 6943 27431 39340 10492 91247 2623 380 449 1309 41748 46509 4875129 3262647 6980975 4577251 10716728 30412730 0.99550 0.99580 0.00300 0.00390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 263216 12500 27481 2078 301119 291212 -25959 2037 263216 263520 29776 2084 291212 237362 3900 24028 1770 263520 204069 7680 31499 4260 1626 237362 0.00000 1.00000 0.00000 1 0 682229 607754 74475 255433 215386 40047 114522 DUE FROM RELATED PARTY 19078481 DEPOSIT 27000 19105481 DUE TO RELATED PARTY 22997185 22997185 PART V, LINE 4: FUNDS ARE USED TO SUPPORT PATIENTS AND ACTIVITIES IN OUR HOSPICE PROGRAM, AS PRESCRIBED BY DONOR RESTRICTIONS. ALL FUNDS ARE MANAGED AND CONTROLLED BY THE COLUMBUS JEWISH FOUNDATION AND EACH RESPECTIVE DONOR. X X 1 0 0 0 0 0 0 0 0 CODY REED CLINICAL LIAISON 111434 0 25212 0 0 0 1770 0 19344 0 157760 0 0 0 GEORGE MIU ADMINISTRATOR 131942 0 3618 0 0 0 2047 0 14176 0 151783 0 0 0 GARY F ROSENSTEIN FORMER CEO 5769 0 0 0 98761 0 0 0 7302 0 111832 0 0 0 PART I, LINE 4A GARY F ROSENSTEIN RECEIVED SEVERANCE PAYMENTS TOTALING $98,076 DURING CALENDAR YEAR 2023. CHRISTOPHER C CHRISTIAN RECEIVED SEVERANCE PAYMENTS TOTALING $38,310 DURING CALENDAR YEAR 2023. FORM 990, PART VI, SECTION A, LINE 2 JOSH BOKOR AND KAREN BOKOR HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY THE CFO PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. THE FORM 990 IS SENT TO THE FULL BOARD PRIOR TO FILING AND WILL BE REVIEWED IN SESSION BY THE FINANCE COMMITTEE AT THEIR NEXT MEETING. FORM 990, PART VI, SECTION B, LINE 12C TRANSACTIONS WITH INTERESTED PERSONS. A CONTRACT, ACTION, OR OTHER TRANSACTION MAY BE VOID OR VOIDABLE BECAUSE IT IS BETWEEN THE CORPORATION AND ONE OR MORE OF THE DIRECTORS OR OFFICERS OF THE CORPORATION ("OFFICERS"), OR BETWEEN THE CORPORATION AND ANY OTHER PERSON IN WHICH ONE OR MORE OF THE CORPORATION'S DIRECTORS OR OFFICERS ARE DIRECTORS OR OFFICERS OR HAVE A FINANCIAL OR PERSONAL INTEREST, OR BECAUSE ONE OR MORE INTERESTED DIRECTORS OR OFFICERS PARTICIPATE IN OR VOTE AT THE MEETING OF THE DIRECTORS OR OF A COMMITTEE OF THE DIRECTORS THAT AUTHORIZES THE CONTRACT, ACTION, OR TRANSACTION, IF ONE OF THE CIRCUMSTANCES ENUMERATED IN OHIO REVISED CODE SECTION 1702.301 DOES NOT APPLY. COMMON OR INTERESTED DIRECTORS OR OFFICERS MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT A MEETING OF THE DIRECTORS OR OF A COMMITTEE OF THE DIRECTORS THAT AUTHORIZES THE CONTRACT, ACTION, OR TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE HR COMMITTEE OF THE WEXNER HERITAGE VILLAGE BOARD OF DIRECTORS UTILIZED LOCAL MARKET KNOWLEDGE AND ANNUAL PERFORMANCE EVALUATIONS TO ESTABLISH COMPENSATION FOR EXECUTIVES. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE CEO, CFO & PRESIDENT UNDER GUIDELINES ESTABLISHED BY THE BOARD OF DIRECTORS AS PART OF THE BUDGET PROCESS. THE PROCESS IS COMPLETED ANNUALLY AND WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 62,787. MANAGEMENT AND GENERAL EXPENSES 319,847. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 382,634. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 1,883,495. MANAGEMENT AND GENERAL EXPENSES 239,002. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,122,497. OTHER FEES: PROGRAM SERVICE EXPENSES 8,612. MANAGEMENT AND GENERAL EXPENSES 28,130. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,742. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED. CREEKSIDE AT THE VILLAGE 2200 WELCOME PLACE COLUMBUS OH 43209 300165308 INDEPENDENT & ASSISTED LIVING FOR SENIORS OH 501(C)(3) LINE 10 WEXNER HERITAGE VILLAGE 1 VILLAGE SHALOM APARTMENTS INC 2117 ASTOR AVE BEXLEY OH 43209 300159783 AFFORDABLE HOUSING OH 501(C)(3) LINE 10 WEXNER HERITAGE VILLAGE 1 WHV FOUNDATION 1151 COLLEGE AVENUE COLUMBUS OH 43209 311804511 SUPPORTS RESIDENTS ON WEXNER CAMPUS OH 501(C)(3) LINE 12A, I WEXNER HERITAGE VILLAGE 1 JEWISH COMMUNITY SENIOR CITIZEN HOUSING CORP 1151 COLLEGE AVENUE COLUMBUS OH 43209 310908420 AFFORDABLE SENIOR HOUSING OH 501(C)(3) LINE 10 WEXNER HERITAGE VILLAGE 1 BEXLEY SENIOR CITIZEN HOUSING CORP 2115 ASTOR AVE COLUMBUS OH 43209 311356116 AFFORDABLE SENIOR HOUSING OH 501(C)(3) LINE 10 WEXNER HERITAGE VILLAGE 1 WEXNER HERITAGE VILLAGE 1151 COLLEGE AVENUE COLUMBUS OH 43209 314417962 SKILLED NURSING CARE OH 501(C)(3) LINE 10 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0