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 311804673 WEXCO SENIOR SERVICES INC WEXC 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 6478096 0 X WHV.ORG X 2001 OH TO PROVIDE HOSPICE SERVICES. 18 18 434 35 0 0 4222333 14388 6442155 6436305 10492 27403 41748 0 10716728 6478096 0 0 0 0 3513711 3607990 0 0 0 3837946 3736766 7351657 7344756 3365071 -866660 21412299 26771917 24552420 30780712 -3140121 -4008795 TO PROVIDE HOSPICE SERVICES TO THE ELDERLY AND TO PROVIDE MANAGEMENT SERVICES TO WEXNER HERITAGE VILLAGE. 0 0 4486022 6436305 PROVIDE HOSPICE SERVICES TO RESIDENTS AND PROVIDE MANAGEMENT SERVICES TO WEXNER HERITAGE VILLAGE AND ITS SUBSIDIARIES. 4486022 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 14 0 1 434 1 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 40.00 5.00 X 0 0 0 TANYA HAHN CHIEF FINANCIAL OFFICER 40.00 5.00 X 0 0 0 JENNIFER BURKHART EXECUTIVE DIRECTOR - CREEKSIDE 40.00 0.00 X 129577 0 38308 GEORGE MIU ADMINISTRATOR 40.00 0.00 X 130050 0 22631 REBECCA SEARS DIRECTOR OF HOSPICE 40.00 0.00 X 122303 0 23497 WILLIAM HARDING DIRECTOR OF NURSING - WEXNER 40.00 0.00 X 118844 0 19400 KWAME ODURO-OFRIKYI DIRECTOR OF NURSING - HOSPICE 40.00 0.00 X 123005 0 12505 623779 0 116341 7 0 1 0 UNITED CHURCH HOMES MANAGEMENT INC 170 EAST CENTER ST MARION OH 43302 MANAGEMENT SERVICES 616000 UNITED CHURCH HOMES INC 170 EAST CENTER ST MARION OH 43302 MANAGEMENT SERVICES 542942 2 14388 14388 HOSPICE SERVICES 623000 6436305 6436305 6436305 27403 27403 6478096 6436305 0 27403 X 2968504 1992862 975642 10321 4184 6137 391115 6640 384475 238050 144680 93370 126824 126824 100152 100152 40673 40673 2374933 1444488 930445 28268 28268 7448 6488 960 60600 60600 124219 114815 9404 13861 960 12901 45475 45475 86053 86053 SUPPLIES 643423 602941 40482 BAD DEBT 31559 31559 DUES, LICENSES, & CERTI 19888 383 19505 RECRUITMENT 4494 4494 28896 28896 7344756 4486022 2858734 0 284883 110865 1507624 1014810 98669 105935 950182 868615 114522 81567 301120 324014 19105481 25134726 21412299 26771917 1555235 1576504 22997185 29204208 24552420 30780712 X -3354549 -4223223 214428 214428 -3140121 -4008795 21412299 26771917 -866660 -2014 0 X X 0 1 X 1 0 X 178741 3304648 16647 4222333 14388 7736757 3076583 3648447 4519955 6442155 6436305 24123445 3255324 6953095 4536602 10664488 6450693 31860202 0 0 0 31860202 6943 27431 39340 10492 27403 111609 6943 27431 39340 10492 27403 111609 380 449 1309 41748 43886 3262647 6980975 4577251 10716728 6478096 32015697 0.99510 0.99550 0.00350 0.00300 X 301119 618 24636 2359 324014 263216 12500 27481 2078 301119 291212 -25959 2037 263216 263520 29776 2084 291212 237362 3900 24028 1770 263520 0.00000 1.00000 0.00000 1 0 686493 641594 44899 263689 227021 36668 81567 DUE FROM RELATED PARTY 25098726 DEPOSIT 36000 25134726 DUE TO RELATED PARTY 29204208 29204208 PART V, LINE 4: FUNDS ARE USED TO SUPPORT PATIENTS AND ACTIVITIES IN OUR HOSPICE PROGRAM, AS PRESCRIBED BY DONOR RESTRICTIONS. ALL FUNDS ARE MANAGED AND CONTROLLED BY THE COLUMBUS JEWISH FOUNDATION AND EACH RESPECTIVE DONOR. 0 0 0 0 0 0 0 0 0 JENNIFER BURKHART EXECUTIVE DIRECTOR - CREEKSIDE 110032 0 19545 0 0 0 61 0 38247 0 167885 0 0 0 GEORGE MIU ADMINISTRATOR 129848 0 202 0 0 0 2056 0 20575 0 152681 0 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 WAS LAST COMPLETED IN 2023. 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 WEXCO SENIOR SERVICES, 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 PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 62,755. MANAGEMENT AND GENERAL EXPENSES 572,070. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 634,825. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 1,349,077. MANAGEMENT AND GENERAL EXPENSES 334,132. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,683,209. OTHER FEES: PROGRAM SERVICE EXPENSES 32,656. MANAGEMENT AND GENERAL EXPENSES 24,243. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,899. 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 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 1 1 1 1 0 0