2025-11-17T09:45:20-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2024-01-01 310711146 METHODIST RETIREMENT CENTER OF CENTRAL OHIO METH 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 26795913 0 X WWW.LEC.ORG X 1965 OH TO PROVIDE SUPPORTING SERVICES TO RELATED ORGANIZATIONS. 14 12 0 168 -168 0 374456 55624 20120604 21141955 1952235 2554173 21018 8893 22468313 23760645 0 70443 0 0 8220338 8616457 0 0 0 18847471 19833214 27067809 28520114 -4599496 -4759469 136155521 123825840 80287865 70772096 55867656 53053744 TO PROVIDE SUPPORTING SERVICES TO RELATED ORGANIZATIONS. 0 0 3071676 70443 3045000 METHODIST RETIREMENT CENTER OF CENTRAL OHIO MANAGES AND OVERSEES TO OPERATIONS OF ITS SIX OPERATIONS IN CENTRAL OHIO. 11878680 0 9659915 WESLEY WOODS AT NEW ALBANY, LLC PROVIDES ITS RESIDENTS WITH NURSING CARE BEDS (16) OR ASSISTED LIVING UNITS (35) IF THEY ARE NOT ABLE TO LIVE INDEPENDENTLY, OR APARTMENTS OR VILLAS (70) IF THEY ARE ABLE TO LIVE INDEPENDENTLY. ADDITIONAL SERVICES AVAILABLE INCLUDE SOCIAL, RECREATIONAL, THERAPY, TRANSPORTATION, CONCIERGE, HOUSEKEEPING AND MAINTENANCE. 10572205 0 8425268 WESLEY GLEN RETIREMENT COMMUNITY, LLC PROVIDES ITS RESIDENTS WITH MAINTENANCE, APARTMENTS OR PATIO HOMES (137). ADDITIONAL SERVICES AVAILABLE INCLUDE SOCIAL, RECREATIONAL, THERAPY, TRANSPORTATION, CONCIERGE, DINING, HOUSEKEEPING AND MAINTENANCE. 25522561 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 0 0 0 1 1 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 PAIGE TROTTA EXECUTIVE DIRECTOR - WWNA 40.00 0.00 X 0 137885 33576 JILL EASTERLING EXECUTIVE DIRECTOR - WGRC 20.00 20.00 X 0 138557 72736 ROBERT WEHNER TWC CFO -FORMER 0.00 0.00 X 0 235959 0 0 2258678 839461 0 1 1 0 0 55624 55624 RESIDENT REVENUE 623000 18145725 18145725 MANAGEMENT FEES 623000 3045000 3045000 FEE AMORTIZATION 623000 -48770 -48770 21141955 898849 898849 11747 1668 10079 10079 -168 10247 4656595 3001271 1655324 1655324 1655324 20557 32329 -11772 -11772 VENDOR REBATES 900099 9956 9956 EMPLOYEE COUNCIL REVENUE 900099 630 630 10586 23760645 21130183 -168 2575006 70443 70443 7004976 5931647 1073329 71921 59474 12447 997986 825272 172714 541574 447848 93726 3127480 3127480 254128 254128 326 326 2506743 2424143 82600 131771 131771 865959 524500 341459 439793 5536 434257 1351733 1207579 144154 33527 10805 22722 9491 5340 4151 2614736 2614736 6079716 6079716 424122 424122 FOOD 1000457 1000457 BAD DEBT 308260 308260 MEDICAL SUPPLIES 189033 189033 HOME SALES ASSISTANCE 151338 151338 344601 266170 78431 28520114 25522561 2997553 0 21840857 4860833 4498469 4149907 407516 72375 96384398 9883683 88679451 86500715 12984827 14440645 256000 256000 7488401 13545365 136155521 123825840 2484755 2206566 44964324 44062524 32838786 24503006 80287865 70772096 X 55447752 52521299 419904 532445 55867656 53053744 136155521 123825840 X -4759469 -580399 3989 2521967 X X 0 1 X 1 0 X X 4 WESLEY GLEN INC 310738614 10 1 0 0 WESLEY RIDGE 311461485 10 1 0 0 WESLEY RIDGE RESIDENCE CORP 311595342 10 1 0 0 HOSPICE SERVICES AT METHODIST ELDERCARE 271188840 10 1 0 0 4 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 PART IV, LINE 1 METHODIST RETIREMENT CENTER OF CENTRAL OHIO PROVIDED MANAGEMENT SERVICES TO THE SUPPORTED ORGANIZATIONS, IN ADDITION TO REIMBURSEMENT OF EXPENSES PAID BY THE SUPPORT ORGANIZATIONS. SEE SCHEDULE R, PART V. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 326 326 0 PART II-B, LINE 1: A PERCENTAGE OF DUES PAID TO LEADING AGE OHIO AND LEADING AGE RELATES TO LOBBYING ACTIVITIES. 391352 21967 413319 356550 34802 391352 468850 -112300 356550 424837 44013 468850 424837 424837 0.00000 1.00000 0.00000 1 0 7710000 7710000 70899423 4753568 66145855 9585199 2526965 7058234 1021480 140282 881198 7168296 2462868 4705428 86500715 CSV LIFE INSURANCE 263917 DUE FROM AFFILIATES 9402592 INTEREST IN PERPETUAL TRUST 324130 DEFERRED COMPENSATION 423676 DEBT SERVICE RESERVE FUND 3004902 CAPITALIZED SALE COMMISSIONS 126148 13545365 ENTRANCE FEE 24079330 DEFERRED COMPENSATION 423676 24503006 PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD BY AN UNRELATED THIRD PARTY. THE EARNINGS ARE RESTRICTED FOR USE FOR THE LIBRARY AND FOR HEALTH CENTER NEEDS. 1 BENEVOLENT CARE FOR RESIDENTS 1 70443 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 - WGRC 0 113069 0 24782 0 706 0 31295 0 41441 0 211293 0 24782 PAIGE TROTTA EXECUTIVE DIRECTOR - WWNA 0 115381 0 22386 0 118 0 31490 0 2086 0 171461 0 22386 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. A COUNTY OF FRANKLIN OHIO 316400067 2020-12-17 46674776 SEE PART VI 0 0 0 A 1533994 49726662 3096330 5377 988194 2789765 42846995 2020 1 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 PART I-A, COLUMN (F): DESCRIPTION OF PURPOSE: TO REFUND A NUMBER OF PRIOR TAX-EXEMPT BOND ISSUES; TO FUND CONSTRUCTION OF "HOSPITAL FACILITIES" (AS DEFINED IN SECTION 140.01 OF THE OHIO REVISED CODE) PART II, LINE 3A: AMOUNT INCLUDES ISSUE PRICE PLUS INVESTMENT INCOME. FORM 990, PART VI, SECTION A, LINE 6 LEC-WESLEY HOLDING CO. LLC, A NON-PROFIT CORPORATION, IS THE SOLE MEMBER OF METHODIST RETIREMENT CENTER OF CENTRAL OHIO. FORM 990, PART VI, SECTION A, LINE 7A LIFE ENRICHING COMMUNITIES ELECTS THE BOARD OF TRUSTEES OF METHODIST RETIREMENT CENTER OF CENTRAL OHIO. 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 METHODIST RETIREMENT CENTER OF CENTRAL OHIO 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 OF METHODIST RETIREMENT CENTER OF CENTRAL OHIO, 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 LIFE ENRICHING COMMUNITIES FOUNDATION 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 METHODIST RETIREMENT CENTER OF CENTRAL OHIO 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). FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENT 21,967. EQUITY TRANSFER WITH AFFILIATE 2,500,000. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGE SINCE THE PRIOR YEAR. WESLEY WOODS AT NEW ALBANY 5155 N HIGH STREET COLUMBUS OH 43214 474479239 NURSING/RESIDENT LIVING OH 10028244 47156610 METHODIST RETIREMENT CENTER OF CENTRAL OHIO WESLEY GLEN RETIREMENT COMMUNITY 5155 N HIGH STREET COLUMBUS OH 43214 852687288 NURSING/RESIDENT LIVING OH 9604452 54869194 METHODIST RETIREMENT CENTER OF CENTRAL OHIO WESLEY GLEN INC 5155 N HIGH STREET COLUMBUS OH 43214 310738614 SENIOR CARE AND HOUSING OH 501(C)(3) 10 METHODIST RETIREMENT CENTER OF CENTRAL OHIO 1 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 1 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 1 WESLEY HOSPICE SERVICES 5155 N HIGH STREET COLUMBUS OH 43214 271188840 HOSPICE OH 501(C)(3) 10 METHODIST RETIREMENT CENTER OF CENTRAL OHIO 1 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 1 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 LOVELAND OH 45140 261134796 CONSULTING AND EDUCATION OH N/A C 0 LEC COMMUNITY SERVICES INC 6279 TRI-RIDGE LOVELAND OH 45140 261130747 INVESTMENT CO OH N/A C 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 1 WESLEY GLEN INC L 781000 MGMT SERVICES AGREEMENT WESLEY RIDGE INC L 380000 MGMT SERVICES AGREEMENT WESLEY RIDGE RESIDENCES CORP L 526000 MGMT SERVICES AGREEMENT WESLEY HOSPICE SERVICES L 215000 MGMT SERVICES AGREEMENT 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.