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 310908420 JEWISH COMMUNITY SENIOR CITIZENS HOUSING CORP JEWI 6145590332 1151 COLLEGE AVENUE COLUMBUS OH 43209 TANYA K HAHN CFO 6145590332 2024-11-04 1 1 AMANDA M COON P01754645 6148493000 2024-11-04 2023 2024-10-15 13:58:12Z X COREY GOLDSAND 1151 COLLEGE AVENUE COLUMBUS OH 43209 0 0 X WWW.WHV.ORG X 1975 OH HERITAGE TOWER IS A 100 UNIT HUD SUBSIDIZED HOUSING APARTMENT BUILDING. X 18 18 0 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 187698 0 187698 0 -187698 0 1984542 0 3057762 0 -1073220 0 HERITAGE TOWER IS A 100 UNIT HUD SUBSIDIZED HOUSING APARTMENT BUILDING FOR LOW INCOME SENIORS. 0 0 0 0 5147861 HERITAGE TOWER IS A HUD SUBSIDIZED LOW INCOME HOUSING APARTMENT BUILDING. HERITAGE TOWER HAS 100 APARTMENTS FOR SENIORS. 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 1 0 0 1 0 0 0 1 3 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 0 0 0 0 0 0 0 0 11705 0 0 0 9868 0 0 0 0 0 12479 0 0 0 0 0 0 1950490 0 1984542 0 254879 1977771 825112 0 3057762 0 X 0 0 0 0 -1073220 0 -1073220 0 1984542 0 X 0 1073220 X X 0 1 X 1 0 X 150000 150000 1278224 1296542 1103829 3678595 1278224 1296542 1253829 3828595 0 0 0 3828595 1261 555 1411 436 3663 1261 555 1411 436 3663 6897 7562 8533 22992 1286382 1304659 1263773 436 3855250 0.99310 0.99350 0.00100 0.00080 X 0 0 0 0 0 0 0 0 0 0 0 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. RIGHTS, TITLE, AND INTEREST IN REAL PROPERTY; HAP CONTRACT; PERSONAL PROPERTY 2023-06-29 7400000 SALES PROCEEDS 922090517 HERITAGE TOWER COLUMBUS LLC 1145 COLLEGE AVE COLUMBUS OH 43209 PARTNERSHIP 0 0 0 0 1 1 1 1 0 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 XI, LINE 9: TRANSFER FROM PARENT TO COVER DISCONTINUED OPERATIONS 5,147,861. TRANSFER TO AFFILIATE TO DISSOLVE ENTITY -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 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 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0