2024-11-13T09:14:32-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-01-01 571160339 WESLEY HOMES COMMUNITY HEALTH SERVICES WESL 2068701260 815 SOUTH 216TH STREET DES MOINES WA 98198 JIM YAMAMOTO VICE PRESIDENT OF FINANCE 2068701260 2024-11-11 1 1 KURT BENNION CPA P01469618 4252506100 2024-11-11 2023 2024-10-15 13:58:12Z KELLY PAJINAG 815 SOUTH 216TH STREET DES MOINES WA 98198 11883585 0 X WWW.WESLEYCHOICE.ORG X 2003 WA HOME HEALTH SERVICES 4 4 117 4 0 0 0 3217021 8613555 8652767 0 13549 0 248 8613555 11883585 0 0 0 0 5528680 5801942 0 0 0 3894265 3934708 9422945 9736650 -809390 2146935 2034396 2920615 1905936 645220 128460 2275395 HOME HEALTH IS A MAJOR PART OF THE WESLEY HOMES NETWORK OF SERVICES FOR OLDER ADULTS, PROVIDING SERVICES TO RESIDENTS OF THE WESLEY HOMES AND THE RESIDENTS THROUGHOUT THE PUGET SOUND AREA. 0 0 2927635 0 4046982 WESLEY HOMES COMMUNITY HEALTH SERVICES PROVIDES HOURLY AND LIVE-IN CARE TO CLIENTS IN THEIR OWN HOMES. HOME HEALTH AIDE, COMPANION CARE, AND HOMEMAKING SERVICES ARE PROVIDED TO CLIENTS IN NEED OF SOCIAL AND PERSONAL CARE. THOSE CLIENTS WITH MORE ADVANCED HEALTH CARE NEEDS RECEIVE THE SERVICES OF REGISTERED NURSES OR LICENSED PRACTICAL NURSES. THE ORGANIZATION EDUCATES THE PUBLIC ON THE VALUE OF HOME HEALTH SERVICES AND ASSISTS CAREGIVERS THROUGH EDUCATION OF CAREGIVING SKILLS, KNOWLEDGE, AND RESOURCES TO IMPROVE THE CARE FOR THE PATIENT AND ALLEVIATE THE STRESS OF THE CAREGIVER. THE ORGANIZATION PARTICIPATES IN COMMUNITY EDUCATION AND PROVISION OF SERVICES TO REDUCE THE RISK OF INFECTION INCLUDING THE PROVISION OF FLU VACCINES. 1943544 0 2686635 WESLEY HOMES AT HOME PROVIDES INTERMITTENT, PART-TIME, NURSING, PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY, MEDICAL SOCIAL SERVICES, AND HOME HEALTH AIDE SERVICES TO PATIENTS IN THEIR OWN HOMES. THE ORGANIZATION EDUCATES THE PUBLIC ON THE VALUE OF HOME HEALTH SERVICES AND ASSISTS CAREGIVERS THROUGH EDUCATION OF CAREGIVING SKILLS, KNOWLEDGE, AND RESOURCES TO IMPROVE THE CARE FOR THE PATIENT AND ALLEVIATE THE STRESS OF THE CAREGIVER. THE ORGANIZATION PARTICIPATES IN COMMUNITY EDUCATION AND PROVISION OF SERVICES TO REDUCE THE RISK OF INFECTION INCLUDING THE PROVISION OF FLU VACCINES. 1388336 0 1919150 WESLEY HOMES HOSPICE PROVIDES END-OF-LIFE AND PALLIATIVE CARE TO PATIENTS IN THEIR HOMES. INTERMITTENT AND HOURLY CARE IS PROVIDED BY THE INTERDISCIPLINARY TEAM OF NURSES, SOCIAL WORKERS, HOSPICE AIDES, A CHAPLAIN, VOLUNTEERS, PHARMACISTS, A MEDICAL DIRECTOR, AND PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY. THE TEAM ADDRESSES PAIN AND SYMPTOM MANAGEMENT, BEREAVEMENT SERVICES, AND SPIRITUAL COUNSELING OF THE PATIENT AND LOVED ONES. THE ORGANIZATION EDUCATES THE PUBLIC ON THE PURPOSE AND BENEFITS OF HOSPICE AND PALLIATIVE CARE, END-OF-LIFE PLANNING AND DECISION-MAKING, AND PROVIDES SUPPORT FOR THE CAREGIVER THROUGH EDUCATION REGARDING THE END-OF-LIFE PROCESS, RESOURCES TO REDUCE STRESS, AND ACCESS TO RESPITE SERVICES. 6259515 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 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 1 1 0 0 0 1 6 0 117 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X SYED RASHID 2068701310 18000 72ND AVENUE S SUITE 217 KENT WA 98032 KEVIN ANDERSON PRESIDENT/CEO 5.00 45.00 X 0 413534 40833 JIM YAMAMOTO VP OF FINANCE 5.00 45.00 X 0 236220 17834 MELINDA MOORE EXECUTIVE DIRECTOR (THROUGH OCT 2023) 50.00 0.00 X 0 149029 14845 CARL BALL RN - CASE MANAGER 45.00 0.00 X 123875 0 6474 MARGARET FARR HOME CARE AIDE 80.00 0.00 X 118933 0 8394 CASEY CHANG RN - CASE MANAGER 45.00 0.00 X 122526 0 757 CATHERINE KIRAGU HOME CARE AIDE 80.00 0.00 X 103112 0 13061 HEATHER CAMPBELL RN - CASE MANAGER (THROUGH AUG 2023) 45.00 0.00 X 101985 0 11525 DENNIS MAGNUSON PRESIDENT/SECRETARY 1.00 1.00 X X 0 0 0 JILL POLESKIE TREASURER 1.00 0.00 X X 0 0 0 DICK JOBST BOARD MEMBER 1.00 1.00 X 0 0 0 CHERI KEILER BOARD MEMBER 1.00 0.00 X 0 0 0 570431 798783 113723 8 0 1 0 FUNCTIONAL INTEGRATIVE TRAINING & CONTRA 1803 18TH STREET PL SE PUYALLUP WA 98372 PHYSICAL THERAPY 944135 INTEGRITY CARE & STAFFING INC PO BOX 3643 FEDERAL WAY WA 98063 STAFFING SERVICES 295721 WESLEY HOMES DES MOINES 1122 S 216TH ST DES MOINES WA 98198 ROOM & BOARD SERVICES 259995 BRIGHTREE HOME HEALTH & HOSPICE 1908 N DALE LN SUITE A SPOKANE VALLEY WA 99212 CONSULTING/BILLING SERVICES 104752 6 3217021 3217021 HEALTH SERVICES 621610 8652767 8652767 8652767 13549 0 13549 13549 13549 MISCELLANEOUS INCOME 900099 248 248 248 11883585 8652767 0 13797 X 163874 163874 4792690 3177035 1615655 9934 6387 3547 444586 295369 149217 390858 251283 139575 622937 400487 222450 449382 288908 160474 10625 6831 3794 1889116 1214514 674602 45081 28983 16098 136535 87778 48757 53307 34271 19036 59506 38256 21250 450 450 292 292 57541 36993 20548 MEDICAL SUPPLIES 291219 187225 103994 LICENSES & FEES 213742 137415 76327 BAD DEBTS 98582 63378 35204 DUES & SUBSCRIPTIONS 6320 4063 2257 73 47 26 9736650 6259515 3477135 0 701340 2044957 1319455 839349 5962 6994 84136 54821 7639 29315 2034396 2920615 605728 584131 68627 61089 1231581 0 1905936 645220 X 128460 2275395 128460 2275395 2034396 2920615 2146935 0 X X 0 1 X 1 0 X 1089774 3217021 4306795 7147403 7341005 9190637 8613555 8652767 40945367 7147403 7341005 10280411 8613555 11869788 45252162 0 0 0 45252162 1368 208994 230 248 210840 7148771 7549999 10280641 8613555 11870036 45463002 0.99540 0.99460 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56265 54821 1444 27871 27871 29315 X 8554433 0 8554433 3329152 3329152 11883585 9638068 0 9638068 98582 98582 9736650 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION, EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS AND IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 98,582. NET INVESTMENT GAIN 13,549. INTERCOMPANY TRANSFER 3,217,021. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 98,582. 0 0 0 0 0 0 0 0 0 KEVIN ANDERSON PRESIDENT/CEO 0 403933 0 0 0 9601 0 16800 0 24033 0 454367 0 0 JIM YAMAMOTO VP OF FINANCE 0 230428 0 5000 0 792 0 8232 0 9602 0 254054 0 0 MELINDA MOORE EXECUTIVE DIRECTOR (THROUGH OCT 2023 0 146966 0 0 0 2063 0 5959 0 8886 0 163874 0 0 PART I, LINE 3 THE PRESIDENT/CEO IS COMPENSATED BY WESLEY HOMES, A RELATED ENTITY. WHEN DETERMINING THE PRESIDENT/CEO'S COMPENSATION, WESLEY HOMES USES THE FOLLOWING METHODS: (1) INDEPENDENT COMPENSATION CONSULTANT (2) COMPENSATION SURVEY OR STUDY (3) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 3 WESLEY HOMES PROVIDES MANAGEMENT SERVICES FOR WESLEY HOMES COMMUNITY HEALTH SERVICES. WESLEY HOMES PROVIDES FINANCIAL ACCOUNTING, OPERATIONAL OVERSIGHT, HUMAN RESOURCES, INFORMATION TECHNOLOGY, CORPORATE COMPLIANCE, COORDINATED ADVERTISING AND MARKETING, AND NEW BUSINESS DEVELOPMENT. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS ORGANIZED AS A NONPROFIT CORPORATION WHOSE SOLE MEMBER IS WESLEY HOMES. FORM 990, PART VI, SECTION A, LINE 7A WESLEY HOMES HAS THE RIGHT TO PARTICIPATE IN THE SELECTION OF THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWED IN DETAIL THE FORM 990. A COPY OF THE 990 WAS PRESENTED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH MAY, OR WHEN A NEW MEMBER ARRIVES ON THE BOARD, BOARD MEMBERS ARE GIVEN A DISCLOSURE FORM TO SIGN AND SUBMIT DECLARING ANY POSSIBLE CONFLICTS OF INTEREST. SHOULD CONFLICTS EXIST, THE CONFLICTS ARE DISCLOSED TO THE OTHER BOARD MEMBERS. BOARD MEETING MINUTES WOULD REFLECT THE CONFLICT AS IT RELATES TO A RELEVANT DISCUSSION AND THE MEMBER WITH THE CONFLICT WOULD ABSTAIN FROM THE DISCUSSION AND DECISION. EACH MEMBER HAS BEEN GIVEN THE POLICY UPON MEMBERSHIP TO THE BOARD. MONITORING OF CONFLICTS OF INTEREST IS MANAGED BY THE WESLEY HOMES EXECUTIVE ASSISTANT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION, HAS A PROCESS FOR DETERMINING COMPENSATION OF THE CEO AND KEY EMPLOYEES THAT INCLUDES PARTNERING WITH AN INDEPENDENT, THIRD-PARTY COMPENSATION FIRM WHICH PROVIDES COMPARABILITY DATA. CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION IS AIDED BY THIS INDEPENDENT COMPENSATION DATA ALONG WITH EVALUATION OF COMPA-RATIO (DERIVED FROM ESTABLISHED WAGE SCALES) AND PERFORMANCE. CEO COMPENSATION HAS AN ADDED LAYER OF REVIEW WHICH INCLUDES DELIBERATION OF THIS DATA AMONG THE BOARD OF TRUSTEES. THE COMPANY'S VICE PRESIDENT OF HUMAN RESOURCES LEADS THE ANNUAL SALARY ADMINISTRATION PROCESS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 WESLEY HOMES COMMUNITY HEALTH SERVICES' GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 1,214,514. MANAGEMENT AND GENERAL EXPENSES 674,602. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,889,116. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. WESLEY HOMES AT HOME LLC 815 S 216TH STREET DES MOINES WA 98198 208593142 MEDICARE/MEDICAID HOME HEALTH AGENCY WA 2700184 724653 WESLEY HOMES COMMUNITY HEALTH SERVICES WESLEY HOMES HOSPICE LLC 815 S 216TH STREET DES MOINES WA 98198 814451201 PROVIDE SUPPORT DURING AN ADVANCED ILLNESS WA 1919398 1574699 WESLEY HOMES AT HOME LLC WESLEY HOMES 815 S 216TH STREET DES MOINES WA 98198 910583380 HOUSING FOR THE AGED WA 501(C)(3) LINE 10 N/A 0 WESLEY HOMES FOUNDATION 815 S 216TH STREET DES MOINES WA 98198 911732317 SUPPORT WESLEY HOMES AND ITS RESIDENTS WA 501(C)(3) LINE 12A, I WESLEY HOMES 0 0 0 1 1 1 0 0 0 0 0 0 1 1 1 1 1 1 0 0