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Nonprofiteer
← WEXNER HERITAGE VILLAGE

Form 990 for tax year 2024

Filed by WEXNER HERITAGE VILLAGE.

Totals

Total revenue
$15,133,220
Total expenses
$14,842,958
Contributions and grants received
$538,658
Grants paid
$0
Program service revenue
$13,861,904
Investment income
$228,844
Other revenue
$503,814
Total assets, end of year
$31,104,075
Total liabilities, end of year
$25,218,845
Net assets or fund balances, end of year
$5,885,230
Program services expenses (Part IX)
$11,756,653
Management and general expenses
$3,086,305
Fundraising expenses
$0
Program service expenses (Part III)
$11,756,653

Program services were 79.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $24,180

  • 1f · All other contributions, gifts and grants

    $514,478

  • 2a · Program service revenue: RESIDENT REVENUE

    total $13,861,904 · related or exempt $13,861,904

  • 3 · Investment income

    total $228,844 · excluded $228,844

  • 6a · Gross rents

    real property $463,890

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $463,890

  • 6d · Net rental income or loss

    total $463,890 · related or exempt $463,890

  • 11a · Other revenue: MAINTENANCE ALLOCATION

    total $29,900 · excluded $29,900

  • 11d · All other revenue

    total $10,024 · excluded $10,024

  • 11e · Other revenue, total

    $39,924

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $5,744,998 · program services $4,963,566 · management and general $781,432

  • 8 · Pension plan contributions

    total $14,072 · program services $9,191 · management and general $4,881

  • 9 · Other employee benefits

    total $697,230 · program services $1,808 · management and general $695,422

  • 10 · Payroll taxes

    total $469,569 · program services $368,937 · management and general $100,632

  • 11a · Fees: management

    total $273,565 · management and general $273,565

  • 11b · Fees: legal

    total $8,028 · management and general $8,028

  • 11c · Fees: accounting

    total $56,848 · management and general $56,848

  • 11g · Fees: other

    total $3,822,104 · program services $3,133,059 · management and general $689,045

  • 13 · Office expenses

    total $270,719 · program services $192,302 · management and general $78,417

  • 14 · Information technology

    total $138,548 · management and general $138,548

  • 16 · Occupancy

    total $574,643 · program services $574,643

  • 17 · Travel

    total $4,407 · program services $1,377 · management and general $3,030

  • 19 · Conferences, conventions and meetings

    total $4,922 · program services $3,935 · management and general $987

  • 20 · Interest

    total $112,510 · program services $112,510

  • 22 · Depreciation, depletion and amortization

    total $489,358 · program services $489,358

  • 23 · Insurance

    total $163,943 · program services $163,943

  • 24a · Other expenses: SUPPLIES

    total $1,011,181 · program services $907,902 · management and general $103,279

  • 24b · Other expenses: ASSESSMENT FEES

    total $563,080 · program services $563,080

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $266,617 · program services $266,617

  • 24d · Other expenses: RECRUITMENT

    total $82,340 · management and general $82,340

  • 24e · All other expenses

    total $74,276 · program services $4,425 · management and general $69,851

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $237,937 · end of year $58,124

  • 2 · Savings and temporary cash investments

    beginning of year $2,626,719 · end of year $2,994,645

  • 4 · Accounts receivable

    beginning of year $2,335,141 · end of year $1,963,846

  • 9 · Prepaid expenses and deferred charges

    beginning of year $174,454 · end of year $194,189

  • 10a · Land, buildings and equipment: cost or other basis

    $26,843,920

  • 10b · Land, buildings and equipment: accumulated depreciation

    $24,589,852

  • 10c · Land, buildings and equipment, net

    beginning of year $2,556,432 · end of year $2,254,068

  • 11 · Investments: publicly traded securities

    beginning of year $1,176,527 · end of year $1,266,511

  • 15 · Other assets

    beginning of year $15,900,654 · end of year $22,372,692

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,139,791 · end of year $1,173,758

  • 25 · Other liabilities

    beginning of year $18,262,786 · end of year $24,045,087

  • 27 · Net assets without donor restrictions

    beginning of year $5,111,522 · end of year $5,391,433

  • 28 · Net assets with donor restrictions

    beginning of year $493,765 · end of year $493,797

Mission and programs · 2024

Mission

TO PROVIDE RESIDENTIAL CARE AND RELATED SERVICES TO THE ELDERLY

Activities or mission (Part I)

TO PROVIDE SKILLED NURSING CARE AND RELATED SERVICES TO THE ELDERLY

  • PROVIDES SKILLED NURSING CARE AND RELATED SERVICES TO THE ELDERLY (99 BED NURSING FACILITY)

    Expenses $11,756,653 · Revenue $14,325,794

As filed on the 2024 return.

Listed in Part VII

  • Keith Schuss

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.25 + 1.25 related

  • Ira Kane

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.25 + 1.25 related

  • Mark Yale

    FINANCE CHAIR/PAST BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.25 + 1.25 related

  • Fred Summer

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.25 + 1.25 related

  • Josh Bokor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 1.25 related

  • Arnold Good MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 1.25 related

  • Amy Klaben

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 1.25 related

  • Mark Ungar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 1.25 related

  • Karen Bokor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 1.25 related

  • Ross Friedman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 1.25 related

  • Cheryl Hooker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 1.25 related

  • Sam Marcellino

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 1.25 related

  • Marian Schuda MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 1.25 related

  • Gerry Steiman MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 1.25 related

  • Maxx Blank

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 1.25 related

  • Shelby Nathans

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 1.25 related

  • Steven Stiglitz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 1.25 related

  • Lisa Rogers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 1.25 related

  • Corey A Goldsand

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 44 related

  • Tanya Hahn

    CHIEF FINANCIAL OFFICER

    Total calculated
    $0
    Hours/week
    1 + 44 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • CREEKSIDE AT THE VILLAGE

    501(C)(3) · INDEPENDENT & ASSISTED LIVING FOR SENIORS · OH · controlled entity

    Directly controlled by WEXNER HERITAGE VILLAGE

  • VILLAGE SHALOM APARTMENTS INC

    501(C)(3) · AFFORDABLE HOUSING · OH · controlled entity

    Directly controlled by WEXNER HERITAGE VILLAGE

  • WHV FOUNDATION

    501(C)(3) · SUPPORTS RESIDENTS ON WEXNER CAMPUS · OH · controlled entity

    Directly controlled by WEXNER HERITAGE VILLAGE

  • BEXLEY SENIOR CITIZEN HOUSING CORP

    501(C)(3) · AFFORDABLE SENIOR HOUSING · OH · controlled entity

    Directly controlled by WEXNER HERITAGE VILLAGE

  • WEXCO SENIOR SERVICES

    501(C)(3) · HOSPICE AGENCY · OH · controlled entity

    Directly controlled by WEXNER HERITAGE VILLAGE

Provenance

Return type
form_990
Tax year
2024
Filed
16 October 2025
IRS schema version
2024v5.2
Source object
202502939349301320

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