2025-11-17T10:11:11-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2024-01-01 310738614 WESLEY GLEN INC WESL 6148887492 5155 NORTH HIGH STREET COLUMBUS OH 43214 KEVIN MCDONNELL CFO 6148887492 2025-11-13 1 1 AMY CIMINELLO P00796388 6148493000 2025-11-13 2024 2025-03-06 01:10:19Z SCOTT MCQUINN 6279 TRI-RIDGE BLVD SUITE 320 LOVELAND OH 45140 15446663 0 X WWW.LEC.ORG X 1967 OH THE PURPOSE OF WESLEY GLEN IS TO CREATE AND MAINTAIN A CHRISTIAN COMMUNITY WHERE OLDER ADULTS CAN JOIN WITH ADMINISTRATION AND STAFF TO LIVE AS AN EXTENDED FAMILY AND BE ENCOURAGED TO LIVE AT THE HIGHEST POSSIBLE LEVEL OF INDEPENDENCE, AND IN KEEPING WITH THE PRINCIPLES ESTABLISHED BY THE UNITED METHODIST CHURCH, TO PROVIDE OLDER ADULTS WITH ACCOMMODATIONS DESIGNED TO MEET THEIR PHYSICAL, SPIRITUAL, VOCATIONAL, SOCIAL, EMOTIONAL AND INTELLECTUAL NEEDS. 14 12 0 20 0 0 323516 109624 15321387 15276969 31 -35039 14732 23109 15659666 15374663 380119 752768 0 0 8757497 9052450 0 0 0 8549542 9317951 17687158 19123169 -2027492 -3748506 22481309 20000838 10798679 12066714 11682630 7934124 X WE WORK FOR THE DAY WHEN EVERYONE INVOLVED IN SENIOR LIVING FINDS FULFILLMENT THROUGH: (A) LIFE WITH MEANING AND PURPOSE; (B) ENRICHING OPPORTUNITIES AND EXPERIENCES; (C) COMMUNITIES FOSTERING RELATIONSHIP AND PERPETUATING LEGACY. MISSION: WE PROVIDE EXCEPTIONAL EVERYDAY EXPERIENCES IN A CHRISTIAN COMMUNITY BY: (A) CREATING ASSOCIATE EXPERIENCES THAT SUPPORT, ENGAGE AND EMPOWER DELIVERING RESIDENT AND CUSTOMER EXPERIENCES THAT EXCEED EXPECTATIONS; (B) SETTING AND SURPASSING STANDARDS FOR QUALITY AND SAFETY; (C) GROWING CONSISTENTLY IN SERVICE AND VALUE; (D) PRODUCING EXPANDED RESOURCES TO EXTEND OUR IMPACT. VALUES: WE ARE AN EXTENDED FAMILY OF MULTIPLE GENERATIONS, BOUND TOGETHER WITH: (A) RESPECT: HONORING THE DIGNITY OF ALL PEOPLE; (B) INNOVATION: IGNITING ENTREPRENEURIAL INITIATIVE AND CREATIVE SOLUTIONS; (C) SPIRITUALITY: PURSUING OUR PURPOSE CONSISTENT WITH CHRISTIAN PRINCIPLES; (D) EXCELLENCE: STRIVING FOR EXTRAORDINARY EFFECTIVENESS AND EFFICIENCY. 0 0 16999949 752768 15276969 WESLEY GLEN INC, OPENED IN 1969 IN COLUMBUS OHIO, PROVIDES ASSISTED LIVING, DEMENTIA CARE AND NURSING CARE TO SENIOR RESIDENTS. ADDITIONAL SERVICES AVAILABLE INCLUDE SOCIAL, RECREATIONAL AND THERAPY, TRANSPORTATION, CONCIERGE, HOUSEKEEPING AND MAINTENANCE. 16999949 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 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 0 0 0 0 X 14 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X KEVIN MCDONNELL 5137193531 6279 TRI-RIDGE BLVD SUITE 320 LOVELAND OH 45140 SCOTT MCQUINN CEO/PRESIDENT 1.50 46.50 X X 0 780736 333519 JAMES BOWERSOX COO/SECRETARY 1.50 46.50 X X 0 561222 242968 LARRY BRUESHABER TRUSTEE 1.50 13.75 X 0 0 0 CELIA CONLON TRUSTEE 1.50 10.50 X 0 0 0 LANCE DEBENEDICTIS TRUSTEE 1.50 10.50 X 0 0 0 TOM KAHLE TRUSTEE 1.50 15.00 X 0 0 0 MARK PALMER TRUSTEE 1.50 10.50 X 0 0 0 PHIL PRESENT TRUSTEE 1.50 15.00 X 0 0 0 MARY ANN SHORT TRUSTEE 1.50 10.50 X 0 0 0 GENE FOLDEN TRUSTEE 1.50 7.50 X 0 0 0 ROBYN HILDAL TRUSTEE 1.50 15.00 X 0 0 0 CEAN WILSON TRUSTEE 1.50 7.50 X 0 0 0 TODD ANDERSON TRUSTEE 1.50 13.75 X 0 0 0 SANDRA EAST TRUSTEE 1.50 11.25 X 0 0 0 KEVIN MCDONNELL CFO/TREASURER 1.50 46.50 X 0 404319 156662 JILL EASTERLING EXECUTIVE DIRECTOR 20.00 20.00 X 0 138557 72736 ROBERT WEHNER TWC CFO -FORMER 0.00 0.00 X 0 235959 0 0 2120793 805885 0 1 1 0 0 109624 109624 RESIDENT REVENUE 623000 15276969 15276969 15276969 7 7 36954 72000 -35046 -35046 -35046 VENDOR REBATES 900099 23100 23100 EMPLOYEE COUNCIL REVENUE 900099 9 9 23109 15374663 15276969 0 -11930 752768 752768 7650701 6326648 1324053 96455 79762 16693 732879 606045 126834 572415 473351 99064 805000 805000 44081 44081 25253 25253 467 467 1347056 1239042 108014 6660 6660 1287650 1229983 57667 267993 2346 265647 535238 506017 29221 4515 4515 5871 5871 3144280 3144280 104027 104027 FOOD 539785 539785 MEDICAL SUPPLIES 536084 536084 FRANCHISE FEE 356062 356062 BAD DEBT 197831 197831 110098 90532 19566 19123169 16999949 2123220 0 1484235 1488181 1774866 1879104 46408 32368 17537335 1857148 15728453 15680187 3447347 920998 22481309 20000838 1108849 1328065 9689830 10738649 10798679 12066714 X 11682630 7910468 23656 11682630 7934124 22481309 20000838 -3748506 0 X X 0 1 X 1 0 X 1095355 140 323516 109624 1528635 11340741 12832290 8810591 15321387 15276969 63581978 12436096 12832290 8810731 15644903 15386593 65110613 0 696238 9010 34947 740195 696238 9010 34947 740195 64370418 12 46 31 7 96 12 46 31 7 96 14108 14732 23109 51949 12436096 12832302 8824885 15659666 15409709 65162658 0.98780 0.98220 0.00000 0.00300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 467 467 0 PART II-B, LINE 1: A PERCENTAGE OF DUES PAID TO LEADING AGE OHIO AND LEADING AGE RELATES TO LOBBYING ACTIVITIES. 401538 401538 0.00000 0.00000 0.00000 13586535 996852 12589683 838547 220668 617879 483182 91132 392050 2629071 548496 2080575 15680187 DUE TO AFFILIATES 10738649 10738649 PART V, LINE 4: ENDOWMENTS WERE TRANSFERRED TO A RELATED TAX-EXEMPT ENTITY IN 2020. THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ORGANIZATION MUST HOLD IN PERPETUITY. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF DIRECTORS, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO ACHIEVE A TOTAL RETURN THAT IS ABOVE THE MARKET USING A COMPOSITE INDEX COMPRISED OF CASH RESERVES (0 TO 60 PERCENT) AND EQUITIES (0 TO 40 PERCENT). ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT. 1 BENEVOLENT CARE 8 752768 N/A N/A PART I, LINE 2: RESIDENTS MUST APPLY TO ALL GOVERNMENT SOURCES BEFORE BEING GRANTED BENEVOLENT ASSISTANCE. THE ORGANIZATION RECEIVES COPIES OF LETTERS PROVIDED BY THE ODJFS CONTAINING CONFIRMATION OF RECEIPT OF THE RESIDENTS' APPLICATIONS. APPLICATIONS DISCLOSING THE RESIDENT'S CURRENT FINANCIAL POSITION AND EFFORTS OF APPLYING TO GOVERNMENT SOURCES ARE REVIEWED AND APPROVED BY FINANCE AND THE EXECUTIVE DIRECTOR. UPON APPROVAL, BENEVOLENT ASSISTANCE IS PROVIDED IN THE FORM OF CREDITING CHARGES FROM THE RESIDENT'S MONTHLY BILLING STATEMENT AND CHARGING BENEVOLENT CARE EXPENSE. 0 1 0 0 0 0 0 0 0 SCOTT MCQUINN CEO/PRESIDENT 0 417900 0 361195 0 1641 0 295047 0 38472 0 1114255 0 361195 JAMES BOWERSOX COO/SECRETARY 0 301625 0 257542 0 2055 0 215513 0 27455 0 804190 0 257542 KEVIN MCDONNELL CFO/TREASURER 0 264812 0 138576 0 931 0 153558 0 3104 0 560981 0 138576 ROBERT WEHNER TWC CFO -FORMER 0 0 0 0 0 235959 0 0 0 0 0 235959 0 235959 JILL EASTERLING EXECUTIVE DIRECTOR 0 113069 0 24782 0 706 0 31295 0 41441 0 211293 0 24782 PART I, LINE 3 A RELATED ORGANIZATION, LIFE ENRICHING COMMUNITIES, PAYS COMPENSATION TO THE ORGANIZATION'S CEO AND OTHER OFFICERS. TOTAL CASH COMPENSATION, INCLUSIVE OF BASE PAY, VARIABLE COMPENSATION, RETIREMENT CONTRIBUTIONS AND BENEFITS FOR APPLICABLE POSITIONS IS COMPARED TO DATA CONTAINED IN THE LEADING AGE-CEMO SENIOR LIVING COMPENSATION SURVEY (A NATIONAL INDUSTRY ORGANIZATION). COMPENSATION BANDS FOR EACH APPLICABLE POSITION WERE ALSO ESTABLISHED BASED ON THE SURVEY DATA. THE EXECUTIVE COMMITTEE OF THE LIFE ENRICHING COMMUNITIES BOARD REVIEWS AND APPROVES VARIOUS ELEMENTS OF EXECUTIVE COMPENSATION BASED ON AND AS REQUIRED BY THE ORGANIZATION'S EXECUTIVE COMPENSATION POLICY AND THE EXECUTIVE INCENTIVE PLAN. SPECIFICALLY, THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE LIFE ENRICHING COMMUNITIES BOARD. COMPENSATION FOR OTHER EXECUTIVE TEAM MEMBERS IS DETERMINED BY THE CEO WITH RECOMMENDATIONS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE LIFE ENRICHING COMMUNITIES BOARD. THESE APPROVALS WERE CONTEMPORANEOUSLY DOCUMENTED IN COMMITTEE MEETING MINUTES AND APPROVED BY THE LIFE ENRICHING COMMUNITIES BOARD. PART I, LINE 4B THE ORGANIZATION PROVIDES A SUPPLEMENTAL RETIREMENT PLAN FOR THE CEO, CFO, AND COO, WITH CONTRIBUTIONS BASED ON 403(B) DEFERRALS. NO AMOUNTS WERE PAID TO PARTICIPANTS IN 2024. IN 2024, ROBERT WEHNER RECEIVED A DISTRIBUTION OF $235,959 RELATED TO 457 COMPENSATION. FORM 990, PART VI, SECTION A, LINE 6 LEC-WESLEY HOLDING CO. LLC, A NON-PROFIT CORPORATION, IS THE SOLE MEMBER OF THE WESLEY COMMUNITIES, WHICH IS THE SOLE MEMBER OF WESLEY GLEN, INC. FORM 990, PART VI, SECTION A, LINE 7A LIFE ENRICHING COMMUNITIES ELECTS THE BOARD OF TRUSTEES OF WESLEY GLEN, INC. FORM 990, PART VI, SECTION A, LINE 7B LIFE ENRICHING COMMUNITIES SHALL HAVE THE FOLLOWING EXCLUSIVE POWERS: A) TO ADOPT, AMEND AND REPEAL THE ARTICLES OF INCORPORATION OR ANY AMENDED OR RESTATED ARTICLES OF INCORPORATION FOR THE CORPORATION. B) TO SELECT WHICH CERTIFIED PUBLIC ACCOUNTANTS WILL AUDIT THE BOOKS AND RECORDS OF THE CORPORATION. C) TO ADOPT, AMEND AND REPEAL THE MISSION STATEMENT OF THE CORPORATION. D) TO ADOPT, AMEND AND REPEAL THE REGULATIONS OF THE CORPORATION. E) TO APPROVE ANY VOLUNTARY MERGER OR CONSOLIDATION OF THE CORPORATION OR THE SALE, ASSIGNMENT, PLEDGING, MORTGAGING, LEASING OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS OR THE TRANSFER OF MAJORITY CONTROL OF THE CORPORATION. F) TO DETERMINE AND APPROVE THE ASSUMPTION, REFUNDING, ADVANCE REFUNDING OR DEFEASANCE OF ANY MAJOR DEBT, TO EXECUTE MAJOR DEBT DOCUMENTS AND TO TAKE ALL OTHER ACTIONS NECESSARY TO ENFORCE THE PROVISIONS OF THOSE DOCUMENTS ON BEHALF OF AND WITH RESPECT TO WESLEY GLEN, INC. AND TO AUTHORIZE PERSONS TO CARRY OUT SUCH ACTIONS. G) TO APPROVE THE FINANCING OR CONSTRUCTION OF ANY NEW FACILITIES, IMPROVEMENTS, BUILDINGS, OR GROUNDS. H) ANY OTHER RIGHTS OR POWERS ACCORDED BY OHIO LAW TO THE MEMBERS OF ANY OHIO NON-PROFIT CORPORATION AND NOT CONFERRED UPON THE BOARD OF TRUSTEES BY OHIO LAW OR BY THE ARTICLES OF INCORPORATION OR THESE REGULATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF LIFE ENRICHING COMMUNITIES, THE RELATED PARENT ORGANIZATION, REVIEWS THE FORM 990 PRIOR TO FILING. DISCUSSIONS CONCERNING THE FORM 990, QUESTIONS AND ANSWERS ARE DOCUMENTED CONTEMPORANEOUSLY IN THE MINUTES OF THE FINANCE COMMITTEE MEETING. ADDITIONALLY, A COPY OF THE FORM 990 WAS MADE AVAILABLE TO THE WESLEY GLEN, INC. BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND TRUSTEES ARE REQUIRED TO REPORT ANY CONFLICTS OR POTENTIAL CONFLICTS OF INTEREST AT LEAST ONCE A YEAR. A QUESTIONNAIRE IS COMPLETED, SIGNED AND DATED BY THE PERSON COMPLETING THE QUESTIONNAIRE. THE RESULTS ARE COMPILED INTO A SINGLE DOCUMENT AND REVIEWED BY SENIOR MANAGEMENT AND ARE DISTRIBUTED TO THE PERSON APPROVING ACCOUNTS PAYABLE AND SIGNING CHECKS. CONFLICTS OF INTEREST ARE MONITORED BY SENIOR MANAGEMENT TO ENSURE THAT THOSE WITH CONFLICTS DO NOT VOTE ON MATTERS WHERE THEY HAVE A CONFLICT OF INTEREST. AS PART OF THE ONBOARDING PROCESS OF NEW OFFICERS AND TRUSTEES, ANY POTENTIAL CONFLICTS OF INTEREST ARE IDENTIFIED. ANY OTHER CONFLICTS THAT ARISE DURING THE YEAR ARE COMMUNICATED VERBALLY, AND IF ANY ARE IDENTIFIED, THIS INFORMATION IS SHARED. FORM 990, PART VI, SECTION C, LINE 19 WESLEY GLEN, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST. THE CONSOLIDATED ORGANIZATION'S CONDENSED FINANCIAL STATEMENTS ARE PUBLISHED IN ITS ANNUAL REPORT ON ITS WEBSITE. THE ANNUAL REPORT IS DISTRIBUTED TO FRIENDS, FAMILY MEMBERS, BUSINESS PARTNERS AND CONTRIBUTORS. AUDITED FINANCIAL STATEMENTS AND QUARTERLY BONDHOLDER FINANCIAL DISCLOSURES ARE POSTED TO THE ELECTRONIC MUNICIPAL MARKET ACCESS (EMMA). PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGE FROM PRIOR YEAR. METHODIST RETIREMENT CENTER OF CENTRAL OHIO 5155 N HIGH STREET COLUMBUS OH 43214 310711146 SENIOR CARE AND HOUSING OH 501(C)(3) 12B, TYPE II LEC-WESLEY HOLDING CO LLC 0 WESLEY GLEN HEALTH SERVICES CORP 5155 N HIGH STREET COLUMBUS OH 43214 311614458 SENIOR CARE AND HOUSING OH 501(C)(3) 12B,TYPE II METHODIST RETIREMENT CENTER OF CENTRAL OHIO 0 WESLEY RIDGE RESIDENCE CORP 5155 N HIGH STREET COLUMBUS OH 43214 311595342 SENIOR CARE AND HOUSING OH 501(C)(3) 10 METHODIST RETIREMENT CENTER OF CENTRAL OHIO 0 WESLEY HOSPICE SERVICES 5155 N HIGH STREET COLUMBUS OH 43214 271188840 HOSPICE OH 501(C)(3) 10 METHODIST RETIREMENT CENTER OF CENTRAL OHIO 0 WESLEY RIDGE INC 5155 N HIGH STREET COLUMBUS OH 43214 311461485 SENIOR CARE AND HOUSING OH 501(C)(3) 10 METHODIST RETIREMENT CENTER OF CENTRAL OHIO 0 LIFE ENRICHING COMMUNITIES FOUNDATION 6279 TRI-RIDGE BLVD SUITE 340 LOVELAND OH 45140 061708088 SEE PART VII OH 501(C)(3) LINE 12B, II LIFE ENRICHING COMMUNITIES 0 TWIN TOWERS 5343 HAMILTON AVENUE CINCINNATI OH 45224 310536677 SENIOR CARE AND HOUSING OH 501(C)(3) LINE 10 LIFE ENRICHING COMMUNITIES 0 TWIN LAKES 9840 MONTGOMERY ROAD CINCINNATI OH 45242 311708926 SENIOR CARE AND HOUSING OH 501(C)(3) LINE 10 LIFE ENRICHING COMMUNITIES 0 LEC NFP 6279 TRI-RIDGE BLVD SUITE 320 LOVELAND OH 45140 261133673 INACTIVE OH N/A N/A LIFE ENRICHING COMMUNITIES 0 LUTHERAN HOME 2116 DOVER CENTER RD WESTLAKE OH 44145 340742692 SENIOR CARE AND HOUSING OH 501(C)(3) LINE 10 LEC-CONCORD RESERVE HOLDING CO 0 LUTHER HOUSE 2116 DOVER CENTER ROAD WESTLAKE OH 44145 341026426 SENIOR CARE AND HOUSING OH 501(C)(3) LINE 10 LEC-CONCORD RESERVE HOLDING CO 0 LIFE ENRICHING COMMUNITIES 6279 TRI-RIDGE BLVD SUITE 320 LOVELAND OH 45140 043660613 SEE PART VII OH 501(C)(3) LINE 12C, III-FI N/A 0 WHOLE-PERSON WELLNESS SOLUTIONS INC 6279 TRI-RIDGE BLVD SUITE 320 LOVELAND OH 45140 261134796 CONSULTING & EDUCATION OH N/A C 0 LEC COMMUNITY SERVICES INC 6279 TRI-RIDGE BLVD SUITE 320 LOVELAND OH 45140 261130747 INVESTMENT CO. OH N/A C 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 SCHEDULE R, PART II, LINE 6B: SUPPORTING FOUNDATION FOR TWIN TOWERS, TWIN LAKES, LUTHER HOUSE, LUTHERAN HOME, WESLEY GLEN RETIREMENT COMMUNITY, WESLEY RIDGE RESIDENCE CORP.,WESLEY WOODS AT NEW ALBANY, WESLEY HOSPICE, WESLEY GLEN, INC., AND WESLEY RIDGE. SCHEDULE R, PART II, LINE 12B: SUPPORTING ORGANIZATION FOR TWIN TOWERS, TWIN LAKES, LUTHER HOUSE, LUTHERAN HOME, WESLEY GLEN RETIREMENT COMMUNITY, WESLEY RIDGE RESIDENCE CORP.,WESLEY WOODS AT NEW ALBANY, WESLEY HOSPICE, WESLEY GLEN, INC., AND WESLEY RIDGE.