2024-07-30T10:08:19-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-01-01 272268177 MARTINS RUN HOME PARTNERS MART 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 MAIN LINE HOME PARTNERS JEFF PETTY 626 JACKSONVILLE ROAD 200 WARMINSTER PA 18974 884642 0 X WWW.WEL.ORG X 2010 PA TO PROVIDE RESIDENTIAL ASSISTANCE TO OLDER PERSONS WHILE MEETING THEIR CHANGING NEEDS. 3 0 32 0 0 0 0 0 902412 884642 0 0 0 0 902412 884642 0 0 0 0 851926 851101 0 0 0 9700 6413 861626 857514 40786 27128 1063233 1092973 47754 50366 1015479 1042607 TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES. 0 0 853207 0 884642 MARTINS RUN HOME PARTNERS OPERATES A NON-PROFIT HOME CARE AGENCY USING A HOLISTIC APPROACH IN HOME-BASED CARE, AND OFFERS SERVICES AND A CARING STAFF WHO UNDERSTAND SENIOR RESIDENTS WITH A VARIETY OF NEEDS AND CONDITIONS. THE ORGANIZATION ALSO PROVIDES SUPPORTIVE SERVICES TO PEOPLE WHO CHOOSE TO AGE IN PLACE, SO THAT THEY CAN CONTINUE TO LIVE INDEPENDENTLY AS LONG AS POSSIBLE IN EITHER A SINGLE HOME OR AN APARTMENT SETTING. 853207 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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 0 0 32 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 X JEFF PETTY CEO 2153540565 626 JACKSONVILLE ROAD STE 200 WARMINSTER PA 18974 JEFF PETTY PRESIDENT & CEO 1.00 44.00 X X 0 640795 23407 JOHN ODIKE SECRETARY/TREASURER 1.00 44.00 X X 0 198887 12317 MIKE DESTEFON EXECUTIVE DIRECTOR (UNTIL 02/23) 40.00 X X 0 214062 16529 DAN HOOD EXECUTIVE DIRECTOR 40.00 X X 0 143464 6959 0 1197208 59212 0 0 1 0 0 COMPANION SERVICES 623000 884642 884642 884642 884642 884642 0 0 690403 690403 37218 37218 70366 70366 53114 53114 4307 4307 2106 2106 857514 853207 4307 0 1063233 1092973 1063233 1092973 47754 50366 47754 50366 X 1015479 1042607 1015479 1042607 1063233 1092973 27128 0 X 0 1 X 1 0 X 1800527 1082996 829262 902412 884642 5499839 1800527 1082996 829262 902412 884642 5499839 0 0 0 5499839 1800527 1082996 829262 902412 884642 5499839 1.00000 1.00000 0.00000 X 0 DUE TO MARTIN'S RUN 1092973 1092973 0 0 0 0 0 0 0 0 0 JEFF PETTY PRESIDENT & CEO 0 520718 0 120077 0 0 0 13200 0 10207 0 664202 0 0 MIKE DESTEFON EXECUTIVE DIRECTOR (UNTIL 02/23) 0 191062 0 23000 0 0 0 7720 0 8809 0 230591 0 0 JOHN ODIKE SECRETARY/TREASURER 0 167387 0 31500 0 0 0 3748 0 8569 0 211204 0 0 DAN HOOD EXECUTIVE DIRECTOR 0 143464 0 0 0 0 0 0 0 6959 0 150423 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 6 MARTINS RUN IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS OF MARTINS RUN HOME PARTNERS SHALL BE ELECTED BY THE MEMBER, MARTINS RUN, AT ITS ANNUAL MEETING FROM CANDIDATES SELECTED BY THE MEMBER TO BEGIN TERMS AS OF JUNE EACH CALENDAR YEAR. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD NEEDS THE APPROVAL OF THE MEMBER, MARTINS RUN, FOR THE FOLLOWING MATTERS: CHANGE THE MISSION OR PURPOSE OF THE CORPORATION, ENTER INTO ANY LEASES OF ANY PROPERTY WITHIN ITS OWNERSHIP AND CONTROL, SELL OR OTHERWISE ALIENATE ANY REAL PROPERTY WITHIN ITS OWNERSHIP OR CONTROL, ENTER INTO ANY AGREEMENTS TO LEASE REAL PROPERTY FROM A THIRD PARTY, OR AMEND THE CORPORATION'S ARTICLES OF INCORPORATION. 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 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. 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 NORTH AMERICAN BAPTIST HOME FOR THE AGING DBA WEL BURHOLME 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 ENHANCING 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 EVANGELICAL SERVICES FOR THE AGING FOUNDATION DBA WEL FOUNDATION 626 JACKSONVILLE ROAD 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 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 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 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 1 0 1 1