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 314417962 WEXNER HERITAGE VILLAGE WEXN 6145590332 1151 COLLEGE AVENUE COLUMBUS OH 432092897 TANYA K HAHN CFO 6145590332 2024-11-04 1 1 AMANDA M COON P01754645 6148493000 2024-10-29 2023 2024-10-15 13:58:12Z COREY GOLDSAND 1151 COLLEGE AVENUE COLUMBUS OH 432092897 13658257 0 X WWW.WHV.ORG X 1969 OH TO PROVIDE SKILLED NURSING CARE AND RELATED SERVICES TO THE ELDERLY 18 18 0 5 0 0 1461144 635685 9683492 12385920 39221 111749 570461 524903 11754318 13658257 0 0 0 0 5961996 6037624 0 0 0 6910884 7467902 12872880 13505526 -1118562 152731 15570523 25007864 14260272 19402577 1310251 5605287 TO PROVIDE RESIDENTIAL CARE AND RELATED SERVICES TO THE ELDERLY 0 0 10589541 0 12841776 PROVIDES SKILLED NURSING CARE AND RELATED SERVICES TO THE ELDERLY (99 BED NURSING FACILITY) 10589541 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 13 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 AVENUE COLUMBUS OH 432092897 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 HEALTHCARE SERVICES GROUP INC 3220 TILLMAN DR SUITE 300 BENSALEM PA 19020 DINING & HOUSEKEEPING SERVICES 1299164 ABSOLUTE REHABILITATION & CONSULTING SER 250 DELAWARE AVE MASFIELD OH 44904 THERAPY SERVICES 679567 HEALTHPRO HERITAGE LLC 307 INTERNATIONAL CIR SUITE 100 HUNT VALLEY MD 21030 THERAPY SERVICES 419939 PRELUDE SERVICES 5095 RITTER RD SUITE 112 MECHANICSBURG PA 17055 IT SERVICES 159774 DEBRA-KUEMPEL 1762 DIVIDEND DR COLUMBUS OH 43228 MAINTENANCE SERVICES 153723 7 34300 186159 415226 635685 RESIDENT REVENUE 623000 12385920 12385920 12385920 111749 111749 455856 0 455856 455856 455856 MAINTENANCE ALLOCATION 990000 39150 39150 REBATES AND REFUNDS 990000 9182 9182 20715 20715 69047 13658257 12841776 0 180796 X 4967558 4333444 634114 16917 12067 4850 611607 1867 609740 441542 319061 122481 338795 65644 273151 34020 34020 58943 58943 3079071 2181916 897155 2723 2723 247053 171628 75425 573839 573839 3708 434 3274 8542 8542 166968 166968 501199 501199 164879 164879 SUPPLIES 973111 861937 111174 BAD DEBT EXPENSE 715779 715779 ASSESSMENT FEES 505351 505351 DUES, LICENSES, & CERTI 52244 4786 47458 41677 200 41477 13505526 10589541 2915985 0 417338 237937 2626719 1656700 2335141 169085 174454 26656925 24100493 2793501 2556432 1016023 1176527 9517876 15900654 15570523 25007864 1115670 1139791 13144602 18262786 14260272 19402577 X 817854 5111522 492397 493765 1310251 5605287 15570523 25007864 X 152731 67664 4074641 X X 0 1 X 1 0 X 576858 1746396 570714 1461144 635685 4990797 10544811 9448146 8869294 9683492 12385920 50931663 11121669 11194542 9440008 11144636 13021605 55922460 0 0 0 55922460 460867 464492 574237 482228 567605 2549429 460867 464492 574237 482228 567605 2549429 498044 167274 264437 124454 69047 1123256 12080580 11826308 10278682 11751318 13658257 59595145 0.93840 0.94260 0.04280 0.04010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1014751 56028 130463 17999 7895 1175348 1148303 926 -108967 17550 7961 1014751 1032430 912 136223 13050 8212 1148303 882426 57635 98799 6430 1032430 768039 139342 18750 6205 882426 0.00000 1.00000 0.00000 1 0 20367503 18589907 1777596 6289422 5510586 778836 2556432 DEPOSITS 49500 DUE FROM RELATED PARTY 15851154 15900654 LINE OF CREDIT 1884679 DUE TO RELATED PARTY 16366548 SECURITY DEPOSITS 11559 18262786 PART V, LINE 4: FUNDS ARE USED TO SUPPORT PATIENTS AND ACTIVITIES IN OUR NURSING HOME, AS PRESCRIBED BY DONOR RESTRICTIONS. ALL FUNDS ARE MANAGED AND CONTROLLED BY THE COLUMBUS JEWISH FOUNDATION AND EACH RESPECTIVE DONOR. 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 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 LAB & RADIOLOGY SERVICES: PROGRAM SERVICE EXPENSES 58,113. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,113. CLINICAL THERAPY SERVICES: PROGRAM SERVICE EXPENSES 1,116,456. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,116,456. CONTRACTED DINING SERVICES: PROGRAM SERVICE EXPENSES 904,959. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 904,959. ALL OTHER CLINICAL PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 102,388. MANAGEMENT AND GENERAL EXPENSES 897,155. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 999,543. FORM 990, PART XI, LINE 9: TRANSFER FROM AFFILIATE 4,074,641. 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 WEXCO SENIOR SERVICES 1151 COLLEGE AVENUE COLUMBUS OH 43209 311804673 HOSPICE AGENCY OH 501(C)(3) LINE 10 WEXNER HERITAGE VILLAGE 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0