2024-11-05T14:55:25-06:00 2023-12-31 381357951 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2023-01-01 311356116 BEXLEY SENIOR CITIZENS HOUSING CORP BEXL 6145590332 2115 ASTOR AVENUE COLUMBUS OH 43209 TANYA K HAHN CFO 6145590332 2024-11-05 1 1 AMANDA M COON P01754645 6148493000 2024-11-04 2023 2024-10-15 13:58:12Z COREY GOLDSAND 1151 COLLEGE AVE COLUMBUS OH 43209 419823 0 X WWW.WHV.ORG X 1994 OH THE PRIMARY EXEMPT PURPOSE OF THE BEXLEY SENIOR CITIZENS HOUSING CORPORATION IS TO OPERATE A 40-UNIT APARTMENT BUILDING IN BEXLEY, OHIO FOR LOW INCOME SENIOR CITIZENS. THE ORGANIZATION RECEIVES SUBSIDIES UNDER SECTION 8 HOUSING ASSISTANCE PAYMENT PROGRAM. 18 18 0 5 0 0 0 0 0 419442 0 381 0 0 0 419823 0 0 0 0 0 36294 0 0 0 93012 331834 93012 368128 -93012 51695 780283 854702 2596356 2619080 -1816073 -1764378 X TO PROVIDE SAFE LOW COST HOUSING FOR LOW INCOME SENIORS. 0 1 199969 419442 BEXLEY HERITAGE APARTMENTS ARE A HUD SUBSIDIZED HOUSING PROJECT. BEXLEY HERITAGE APARTMENTS OPERATES 40 APARTMENTS FOR LOW INCOME SENIORS. 199969 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 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 0 0 0 1 4 0 1 0 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 0 0 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 CHAIR 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 1.00 44.00 X 0 76778 40 COREY A GOLDSAND PRESIDENT 1.00 44.00 X 0 0 0 TANYA HAHN CHIEF FINANCIAL OFFICER 1.00 44.00 X 0 0 0 GARY F ROSENSTEIN FORMER CEO 1.00 44.00 X 0 104530 7302 0 181308 7342 0 1 0 0 0 RESIDENT REVENUE 531110 419442 419442 419442 381 381 419823 419442 0 381 X 31640 31640 4654 4654 15561 1000 14561 15345 15345 94924 94924 14065 12004 2061 87522 87522 167 167 92590 92590 6853 6853 DUES, LICENSES, & CERTI 1872 1872 MISCELLANEOUS 1867 1867 OPERATING SUPPLIES 1068 1068 368128 199969 168159 0 5077 8502 19500 163948 4264 5473 2775953 2201116 0 574837 751442 101942 780283 854702 110866 85078 2025300 2025300 460190 508702 2596356 2619080 X -1816073 -1764378 -1816073 -1764378 780283 854702 51695 0 X X 0 1 X 1 0 X 392855 382318 370833 0 419442 1565448 392855 382318 370833 419442 1565448 0 0 0 1565448 273 162 32 137 381 985 273 162 32 137 381 985 41 41 393128 382480 370906 137 419823 1566474 0.99930 0.99940 0.00060 0.00050 X 118080 118080 1933313 1639687 293626 470640 320241 150399 253920 241188 12732 574837 REPLACEMENT RESERVES 101942 101942 DUE TO RELATED PARTY 508702 508702 419823 0 419823 0 419823 368128 0 368128 0 368128 1 0 0 0 0 0 0 0 0 GARY F ROSENSTEIN FORMER CEO 0 5769 0 0 0 98761 0 0 0 7302 0 111832 0 0 PART I, LINE 3 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. 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 III, LINE 3 IN SEPTEMBER 2023, THE AGREEMENT TO TRANSFER CONTROL AND OPERATIONS MANAGEMENT OF THE BEXLEY HERITAGE APARTMENTS TO AN UNRELATED THIRD PARTY WAS TERMINATED. MANAGEMENT DECIDED NOT TO SELL, AND ALL OPERATIONS THAT WERE HELD FOR SALE IN 2022 HAVE BEEN RECLASSIFIED AS CONTINUING OPERATIONS. 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 0. MANAGEMENT AND GENERAL EXPENSES 94,095. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 94,095. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 829. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 829. 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 WEXCO SENIOR SERVICES 1151 COLLEGE AVENUE COLUMBUS OH 43209 311804673 HOSPICE AGENCY 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 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0