2025-10-20T14:44:09-05:00 2024-12-31 331498605 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990 2024-01-01 300165308 CREEKSIDE AT THE VILLAGE CREE 6145590332 2200 WELCOME PLACE COLUMBUS OH 432092897 TANYA K HAHN CFO 6145590332 2025-10-16 1 1 AMY CIMINELLO P00796388 2483757100 2025-10-16 2024 2025-03-06 01:10:19Z COREY GOLDSAND 1151 COLLEGE AVENUE COLUMBUS OH 43209 7841245 0 X WWW.WHV.ORG X 2003 OH WE ARE AN 83 UNIT RESIDENTIAL ASSISTED LIVING FACILITY AND AN 18 UNIT DEMENTIA ASSISTED LIVINGFACILITY PROVIDING SERVICES FOR THE ELDERLY 18 18 0 26 0 0 66232 8024 6473991 7708028 -1924 12271 61955 110166 6600254 7838489 0 0 0 0 2531049 2290484 0 0 0 4715701 5707156 7246750 7997640 -646496 -159151 17978476 16753679 21174239 19982094 -3195763 -3228415 WE ARE AN 83 UNIT RESIDENTIAL ASSISTED LIVING FACILITY AND AN 18 UNIT DEMENTIA ASSISTED LIVING FACILITY PROVIDING SERVICES FOR THE ELDERLY 0 0 4966017 0 7708028 WE ARE AN 83 UNIT RESIDENTIAL ASSISTED LIVING FACILITY AND AN 18 UNIT DEMENTIA ASSISTED LIVING FACILITY PROVIDING SERVICES FOR THE ELDERLY 4966017 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 28 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 1 1 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 X KEITH SCHUSS SECRETARY 0.25 1.25 X X 0 0 0 IRA KANE CHAIRMAN 0.25 1.25 X 0 0 0 MARK YALE FINANCE CHAIR/PAST BOARD CHAIR 0.25 1.25 X 0 0 0 FRED SUMMER DIRECTOR/VICE CHAIR 0.25 1.25 X 0 0 0 JOSH BOKOR DIRECTOR 0.25 1.25 X 0 0 0 ARNOLD GOOD MD DIRECTOR 0.25 1.25 X 0 0 0 AMY KLABEN DIRECTOR 0.25 1.25 X 0 0 0 MARK UNGAR DIRECTOR 0.25 1.25 X 0 0 0 KAREN BOKOR DIRECTOR 0.25 1.25 X 0 0 0 ROSS FRIEDMAN DIRECTOR 0.25 1.25 X 0 0 0 CHERYL HOOKER DIRECTOR 0.25 1.25 X 0 0 0 SAM MARCELLINO DIRECTOR 0.25 1.25 X 0 0 0 MARIAN SCHUDA MD DIRECTOR 0.25 1.25 X 0 0 0 GERRY STEINMAN MD DIRECTOR 0.25 1.25 X 0 0 0 MAXX BLANK DIRECTOR 0.25 1.25 X 0 0 0 SHELBY NATHANS DIRECTOR 0.25 1.25 X 0 0 0 STEVEN STIGLITZ DIRECTOR 0.25 1.25 X 0 0 0 LISA ROGERS DIRECTOR 0.25 1.25 X 0 0 0 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 0 0 0 0 0 0 0 NEXDINE LLC 905B SOUTH MAIN STREET SUITE 203 MANSFIELD MA 02048 DINING SERVICES 896705 XENDELLA HOSPITALITY 905B SOUTH MAIN STREET SUITE 203 MANSFIELD MA 02048 HOUSEKEEPING SERVICES 338365 2 8024 8024 RESIDENT REVENUE 623000 7708028 7708028 7708028 15027 15027 2756 -2756 -2756 -2756 MARKETPLACE/CAFE REVEN 623000 86186 86186 CABLE/INTERNET UPGRADE 623000 14490 14490 BEAUTY SALON REVENUE 623000 1200 1200 8290 8290 110166 7838489 7708028 0 122437 X 1929980 1580446 349534 3282 2765 517 177594 482 177112 179628 118092 61536 157511 157511 47090 47090 2105243 1544025 561218 121670 121670 43959 43867 92 56336 56336 1555768 206032 1349736 5383 161 5222 2914 2448 466 563313 563313 685935 685935 159821 159821 SUPPLIES 167666 49609 118057 DUES, FEES, AND SUBSCRI 10459 711 9748 RECRUITMENT 8803 8803 LATE FEES 200 200 15085 8310 6775 7997640 4966017 3031623 0 386165 450672 280774 234663 113175 128188 23145406 14549814 9070815 8595592 8127547 7344564 17978476 16753679 457511 543752 15647472 15326878 5069256 4111464 21174239 19982094 X -3200763 -3359914 5000 131499 -3195763 -3228415 17978476 16753679 X -159151 126499 X X 0 1 X 1 0 X 262368 345952 85385 66232 8024 767961 6631361 6128390 6257974 6473991 7708028 33199744 6893729 6474342 6343359 6540223 7716052 33967705 0 0 0 33967705 1034 604 1233 4407 15027 22305 1034 604 1233 4407 15027 22305 40538 37750 54978 61955 110166 305387 6935301 6512696 6399570 6606585 7841245 34295397 0.99040 0.99170 0.00070 0.00030 X 20210205 12102068 8108137 2935201 2447746 487455 8595592 DUE FROM RELATED PARTY 6201947 REPLACEMENT RESERVE 446861 DEFERRED FINANCING FEES 365768 MIP & PROPERTY ESCROW 162504 RESIDUAL RECEIPT 167484 7344564 DUE TO RELATED PARTY 4005562 SECURITY DEPOSITS 105902 4111464 6823149 0 6823149 1015340 1015340 7838489 6982300 0 6982300 1015340 1015340 7997640 PART XI, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY RENT 1,015,340. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTERCOMPANY RENT 1,015,340. FORM 990, PART VI, SECTION A, LINE 2 JOSH BOKOR AND KAREN BOKOR HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 WEXNER HERITAGE VILLAGE AND AFFILIATES, INCLUDING CREEKSIDE AT THE VILLAGE, ENTERED INTO A MANAGEMENT AGREEMENT WITH UNITED CHURCH HOMES ("UCH"). UCH PROVIDES VARIOUS MANAGERIAL, FINANCIAL, STRATEGIC PLANNING, AND DEVELOPMENT SERVICES TO WEXNER HERITAGE VILLAGE AND AFFILIATES THROUGH THE EMPLOYMENT OF THE PRESIDENT AND CHIEF FINANCIAL OFFICER. THE PRESIDENT AND CFO OF WEXNER HERITAGE VILLAGE AND ASSOCIATES ARE EMPLOYED AND COMPENSATED BY UCH. THE AMOUNTS REFLECT REPORTABLE COMPENSATION FOR CALENDAR YEAR 2024. BELOW IS THEIR REPORTABLE COMPENSATION RECEIVED FROM UCH FOR SERVICES PROVIDED TO THE ORGANIZATION AND RELATED ORGANIZATIONS DURING THE YEAR: COREY GOLDSAND, PRESIDENT - $197,922 TANYA HAHN, CFO - $178,469 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 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 CONTRACTED NURSING & MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 25,892. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,892. CONTRACTED ENTERTAINMENT: PROGRAM SERVICE EXPENSES 37,883. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,883. CONTRACTED DINING SERVICES: PROGRAM SERVICE EXPENSES 1,480,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,480,250. RESIDENT LOCATING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 90,347. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,347. COLLECTION & TRACKING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,432. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,432. HOUSEKEEPING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 328,451. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 328,451. REPAIRS & MAINTENANCE SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 136,988. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 136,988. FORM 990, PART XI, LINE 9: BELOW MARKET LAND LEASE ADJUSTMENT 126,499. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED. THE CREEKSIDE AT THE VILLAGE REAL ESTATE 1151 COLLEGE AVE COLUMBUS OH 43209 814242324 REAL ESTATE OWNER OH 1020858 9066838 CREEKSIDE AT THE VILLAGE COTTAGE REAL ESTATE LLC 1151 COLLEGE AVE COLUMBUS OH 43209 822986381 REAL ESTATE OWNER OH 239553 992291 CREEKSIDE AT THE VILLAGE 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 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 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