2026-01-28T10:51:03-06:00 2025-06-30 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2024-07-01 610561689 WESLEY MANOR RETIREMENT COMMUNITY INC WESL 5029693277 5012 EAST MANSLICK ROAD LOUISVILLE KY 40219 RAYMOND DICKISON PRESIDENT 5029693277 2026-01-20 1 1 SARAH K ANTLE P01391676 5024269660 2026-01-20 2024 2025-03-06 01:10:19Z RAYMOND DICKISON 5012 EAST MANSLICK ROAD LOUISVILLE KY 40219 14122013 0 X WWW.WESLEYMANORRETIREMENT.COM X 1964 KY WESLEY MANOR'S MISSION, AS A FULL CONTINUUM OF CARE RETIREMENT COMMUNITY, IS TO SERVE ITS' RESIDENTS AND FAMILIES WITH A DEDICATED AND PROFESSIONAL STAFF IN A NURTURING CHRISTIAN ENVIRONMENT. 12 12 281 50 0 0 74320 41026 11556253 13920964 26889 118412 38828 35038 11696290 14115440 0 0 0 0 7188115 7866590 0 0 4331 4495263 4790716 11683378 12657306 12912 1458134 12048719 14085286 9536723 10047945 2511996 4037341 WESLEY MANOR RETIREMENT COMMUNITY STRIVES TO ENHANCE THE QUALITY OF LIFE FOR ELDERLY INDIVIDUALS IN A NURTURING CHRISTIAN ENVIRONMENT. 0 0 11122474 13920964 THE CORPORATION'S PRINCIPAL ACTIVITY IS PROVIDING NURSING CARE AND RETIREMENT SERVICES THROUGH 148 LICENSED BEDS AND SIXTY RETIREMENT PATIO HOMES. 11122474 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 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 1 1 0 0 0 1 12 0 1 281 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 KY X WESLEY MANOR RETIREMENT COMMUNITY 5029693277 5012 EAST MANSLICK ROAD LOUISVILLE KY 40219 RUSSELL WARDLAW BOARD MEMBER 2.00 X 0 0 0 JEFF KIRK BOARD MEMBER 2.00 X 0 0 0 KEN CURRY SECRETARY 2.00 X X 0 0 0 ERIC HARDEN BOARD MEMBER 2.00 X 0 0 0 AMANDA CAGLE BOARD MEMBER 2.00 X 0 0 0 CRAIG REYNOLDS CHAIRPERSON 2.00 X X 0 0 0 MIKE RUSSELL BOARD MEMBER 2.00 X 0 0 0 JIM BARNETT VICE CHAIRPERSON 2.00 X X 0 0 0 JON SEIZ BOARD MEMBER 2.00 X 0 0 0 TOM SMITH BOARD MEMBER 2.00 X 0 0 0 PAMELA STEPHENS BOARD MEMBER 2.00 X 0 0 0 SARAH MCINTOSH TREASURER 2.00 X X 0 0 0 MARK STEPHENS VP - FINANCE, CFO 40.00 X 146438 0 10812 RAYMOND DICKISON PRESIDENT 40.00 X 194671 0 49943 NAOMI RIDENER CHARGE NURSE 40.00 X 112195 0 14330 ANGELA TAYLOR NURSE MANAGER 40.00 X 100926 0 8871 KATIE KIPER DIRECTOR OF NURSING 40.00 X 121757 0 21397 675987 0 105353 5 0 1 0 HEALTHCARE THERAPY SERVICES INC 1500 AMERICAN WAY SUITE 110 GREENWOOD IN 46143 THERAPY 484333 LOUSIVILLE MECHANICAL SERVICES INC 11121 PLANTSIDE DRIVE LOUISVILLE KY 40299 MECHANICAL SERVICES 100267 2 41026 41026 PATIENT SERVICE REVENUE 623000 13575118 13575118 ENTRANCE FEES EARNED 623000 345846 345846 13920964 124985 124985 6573 -6573 -6573 -6573 MISCELLANEOUS INCOME 623000 22377 22377 LAUNDRY AND GUEST MEALS 812300 10616 10616 BARBER & BEAUTY SHOP 812900 2045 2045 35038 14115440 13920964 0 153450 440652 440652 6490008 6102541 387467 80914 80914 354587 341220 13367 500429 443062 57367 29254 29254 1813 1813 165699 39000 126699 80165 80165 220966 200445 20521 1401043 1370117 30926 19231 180 19051 633727 626631 7096 ANCILLARIES 594395 594395 FOOD 480242 480242 PROVIDER TAX 440533 440533 PURCHASED SERVICES 387322 210788 176534 336326 192406 139589 4331 12657306 11122474 1530501 4331 388258 1874492 587665 1484832 845082 1054019 109155 104951 174631 114807 20022498 13629125 6299797 6393373 3644131 3058812 12048719 14085286 1890548 1860125 5422 564271 361765 7081904 7820633 9536723 10047945 X 1759533 3245111 752463 792230 2511996 4037341 12048719 14085286 X 1458134 32485 34726 X X 0 1 X 1 0 X 44465 73410 18164 74320 41026 251385 8858195 8985259 9330759 11556253 13920964 52651430 8902660 9058669 9348923 11630573 13961990 52902815 0 0 0 52902815 24244 24833 19279 30778 124985 224119 24244 24833 19279 30778 124985 224119 69951 16814 73667 38828 35038 234298 8996855 9100316 9441869 11700179 14122013 53361232 0.99140 0.99290 0.00420 0.00210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 1494 0 0 0 1494 0 PART II-B, LINE 1: THE ORGANIZATION PAYS DUES TO LEADING AGE KENTUCKY OF WHICH $1,494 IS RELATED TO LOBBYING PURPOSES. 919518 5041 38028 962587 685651 167055 66812 0 919518 649281 36370 685651 775315 -126034 649281 617643 157672 775315 0.99691 0.00309 1 0 193373 193373 16236612 11335081 4901531 3002722 2294044 708678 589791 589791 6393373 BENEFICIAL INTEREST IN ASSETS HELD 792230 RIGHT OF USE ASSET 37164 EMPLOYEE RETENTION CREDIT RECEIVABLE 2229418 3058812 REFUNDABLE ENTRANCE FEES 7783237 LOAN FEES, NET -435 LEASE LIABILITIES 37831 7820633 X 14180838 32485 34726 67211 14113627 1813 1813 14115440 12655493 0 12655493 1813 1813 12657306 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE OPERATING NEEDS OF THE ORGANIZATION. PART X, LINE 2: THE CORPORATION IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES AS A NOT-FOR PROFIT CORPORATION AS DESCRIBED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE CORPORATION FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE KENTUCKY OFFICE OF THE ATTORNEY GENERAL. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE CORPORATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. MANAGEMENT DOES NOT BELIEVE THAT THE CORPORATION HAS UNREALTED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. AS OF JUNE 30, 2025 AND 2024, THE CORPORATION DID NOT HAVE ANY ACCRUED INTEREST OF PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST 34,726. X X 0 0 0 0 0 0 0 0 0 RAYMOND DICKISON PRESIDENT 172846 0 21825 0 0 0 5164 0 44779 0 244614 0 0 0 MARK STEPHENS VP - FINANCE, CFO 138938 0 7500 0 0 0 2880 0 7932 0 157250 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 RUSSELL WARDLAW IS THE FATHER-IN-LAW OF ERIC HARDIN. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE CEO AND CFO PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS MUST COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY AT THE BEGINNING OF THE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 15A 1. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS OF THE ORGANIZATION PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THE REVIEW AND APPROVAL. 2. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 3. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 18 THE CORPORATION MAKES ITS FORM 990 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE CORPORATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST 34,726. FORM 990, PART XI, LINE 2C: THE CEO AND CFO REVIEW A DRAFT OF THE AUDIT REPORT IN DETAIL. AFTER THE DRAFT AUDIT REPORT HAS BEEN APPROVED BY THE CEO AND CFO, THE FINAL AUDIT REPORT IS PRESENTED TO THE FULL BOARD OF DIRECTORS. WESLEY MANAGEMENT COMPANY LLC 5012 EAST MANSLICK ROAD LOUISVILLE KY 40219 MANAGEMENT SERVICES KY 0 0 WESLEY MANOR RETIREMENT COMMUNITY INC METHODIST RETIREMENT HOMES OF KENTUCKY INC 5012 EAST MANSLICK ROAD LOUISVILLE KY 40219 311045332 FUNDRAISING KY 502(C)(3) 509(A)(3) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0