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 311804511 WHV FOUNDATION WHVF 6142314900 1151 COLLEGE AVE COLUMBUS OH 432092897 TANYA K HAHN CFO 6142314900 2025-10-16 1 1 AMY CIMINELLO P00796388 2483757100 2025-10-16 2024 2025-03-06 01:10:19Z COREY GOLDSAND 1151 COLLEGE AVE COLUMBUS OH 432092897 678037 0 X WWW.WHV.ORG X 2011 OH TO SUPPORT ACTIVITIES OF WEXNER HERITAGE VILLAGE 18 18 0 18 0 0 0 125 0 0 204347 536160 0 0 204347 536285 34300 24180 0 0 0 0 0 0 0 37791 38615 72091 62795 132256 473490 7585849 8028467 0 0 7585849 8028467 TO SUPPORT THE ACTIVITIES OF WEXNER HERITAGE VILLAGE 0 0 62795 24180 0 FUNDS ARE INVESTED FOR THE BENEFIT OF WEXNER HERITAGE VILLAGE, AS PRESCRIBED BY DONORS WHERE APPLICABLE. 62795 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 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 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 6142314900 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 0 125 125 496894 496894 181018 141752 39266 39266 39266 536285 0 0 536160 24180 24180 38615 38615 62795 62795 0 0 3170000 3170000 4415849 4858467 7585849 8028467 0 0 X 2403630 2403630 5182219 5624837 7585849 8028467 7585849 8028467 473490 -30872 0 X X 0 1 X 1 0 X X 1 WEXNER HERITAGE VILLAGE 314417962 10 1 24180 0 1 24180 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 2747424 125 304943 27828 10786 3013878 2461348 321647 25282 10289 2747424 2794559 -296687 26270 10254 2461348 2460819 368335 25153 9442 2794559 2227866 262333 21202 8179 2460818 0.00000 1.00000 0.00000 1 0 0 PART V, LINE 4: FUNDS ARE USED TO SUPPORT WEXNER HERITAGE VILLAGE RESIDENTS, AS PRESCRIBED BY DONOR RESTRICTIONS. 1 WEXNER HERITAGE VILLAGE 1151 COLLEGE AVENUE COLUMBUS OH 432092897 314417962 501(C)(3) 24180 0 OPERATING SUPPORT 1 0 PART I, LINE 2: GRANTS ARE MADE TO SUPPORT THE PROGRAMS AND NEEDS OF WEXNER HERITAGE VILLAGE. GRANTS ARE BASED ON NEED AND APPROVED BY THE WEXNER HERITAGE VILLAGE TRUSTEES AND DONORS. 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 WHV FOUNDATION, 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 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 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 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0