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Nonprofiteer
← STAPELEY HALL

Form 990 for tax year 2025

Filed by STAPELEY HALL.

Totals

Total revenue
$19,564,761
Total expenses
$20,823,237
Contributions and grants received
$251,752
Grants paid
$24,752
Program service revenue
$19,076,212
Investment income
$134,267
Other revenue
$102,530
Total assets, end of year
$25,961,946
Total liabilities, end of year
$30,960,579
Net assets or fund balances, end of year
-$4,998,633
Program services expenses (Part IX)
$17,074,367
Management and general expenses
$3,748,870
Fundraising expenses
$0
Program service expenses (Part III)
$17,074,367

Program services were 82.0% 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

    $10,000

  • 1f · All other contributions, gifts and grants

    $241,752

  • 2a · Program service revenue: HEALTH CENTER

    total $13,040,021 · related or exempt $13,040,021

  • 2b · Program service revenue: PERSONAL CARE

    total $3,429,362 · related or exempt $3,429,362

  • 2c · Program service revenue: INDEPENDENT LIVING

    total $1,812,327 · related or exempt $1,812,327

  • 2d · Program service revenue: ASSESSMENT REVENUE

    total $533,763 · related or exempt $533,763

  • 2e · Program service revenue: ENTRY FEE AMORTIZATION

    total $260,739 · related or exempt $260,739

  • 3 · Investment income

    total $127,716 · excluded $127,716

  • 7a · Gross sales of assets other than inventory

    securities $85,010

  • 7b · Less cost or other basis and sales expenses

    securities $78,459

  • 7c · Gain or loss

    securities $6,551

  • 7d · Net gain or loss

    total $6,551 · excluded $6,551

  • 11a · Other revenue: COMMUNITY FEES

    total $59,500 · excluded $59,500

  • 11b · Other revenue: DINING REVENUE

    total $38,996 · excluded $38,996

  • 11c · Other revenue: TELEPHONE REVENUE

    total $2,055 · excluded $2,055

  • 11d · All other revenue

    total $1,979 · excluded $1,979

  • 11e · Other revenue, total

    $102,530

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $24,752 · program services $24,752

  • 5 · Compensation of officers, directors and key employees

    total $294,161 · program services $294,161

  • 7 · Other salaries and wages

    total $10,637,986 · program services $9,606,732 · management and general $1,031,254

  • 8 · Pension plan contributions

    total $270,351 · program services $254,649 · management and general $15,702

  • 9 · Other employee benefits

    total $1,150,520 · program services $1,118,487 · management and general $32,033

  • 10 · Payroll taxes

    total $984,584 · program services $757,565 · management and general $227,019

  • 11a · Fees: management

    total $689,604 · management and general $689,604

  • 11b · Fees: legal

    total $475,938 · management and general $475,938

  • 11c · Fees: accounting

    total $32,780 · management and general $32,780

  • 11g · Fees: other

    total $623,231 · program services $416,551 · management and general $206,680

  • 12 · Advertising and promotion

    total $86,826 · management and general $86,826

  • 13 · Office expenses

    total $648,766 · program services $564,812 · management and general $83,954

  • 16 · Occupancy

    total $1,087,877 · program services $1,068,686 · management and general $19,191

  • 17 · Travel

    total $13,301 · program services $1,093 · management and general $12,208

  • 20 · Interest

    total $1,060,458 · program services $848,366 · management and general $212,092

  • 22 · Depreciation, depletion and amortization

    total $1,074,080 · program services $859,264 · management and general $214,816

  • 23 · Insurance

    total $122,590 · management and general $122,590

  • 24a · Other expenses: FOOD

    total $836,812 · program services $836,812

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $393,356 · program services $393,356

  • 24c · Other expenses: BAD DEBT

    total $253,691 · management and general $253,691

  • 24d · Other expenses: BOOKS/DUES/SUB.

    total $25,913 · program services $6,752 · management and general $19,161

  • 24e · All other expenses

    total $35,660 · program services $22,329 · management and general $13,331

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $52,351 · end of year $659,062

  • 4 · Accounts receivable

    beginning of year $1,223,365 · end of year $1,070,722

  • 9 · Prepaid expenses and deferred charges

    beginning of year $107,156 · end of year $104,329

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

    $29,702,636

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

    $14,891,244

  • 10c · Land, buildings and equipment, net

    beginning of year $15,433,913 · end of year $14,811,392

  • 11 · Investments: publicly traded securities

    beginning of year $3,707,554 · end of year $3,789,854

  • 15 · Other assets

    beginning of year $5,091,844 · end of year $5,526,587

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,479,031 · end of year $3,582,670

  • 19 · Deferred revenue

    beginning of year $964,698 · end of year $1,082,959

  • 20 · Tax-exempt bond liabilities

    beginning of year $20,572,310 · end of year $20,167,805

  • 21 · Escrow or custodial account liability

    beginning of year $214,523 · end of year $293,068

  • 25 · Other liabilities

    beginning of year $4,723,629 · end of year $5,834,077

  • 27 · Net assets without donor restrictions

    beginning of year -$9,540,032 · end of year -$10,640,420

  • 28 · Net assets with donor restrictions

    beginning of year $5,202,024 · end of year $5,641,787

Mission and programs · 2025

Mission

TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES.

Activities or mission (Part I)

THE ORGANIZATION OPERATES A NON-PROFIT CONTINUING CARE RETIREMENT COMMUNITY, INCLUDING INDEPENDENT APARTMENTS, PERSONAL CARE APARTMENTS, AND A SKILLED NURSING FACILITY.

  • THE ORGANIZATION OPERATES A NON-PROFIT CONTINUING CARE RETIREMENT COMMUNITY, WHICH INCLUDES THREE LEVELS OF CARE: INDEPENDENT LIVING, PERSONAL CARE AND A SKILLED NURSING FACILITY CONSISTING OF 43 INDEPENDENT APARTMENTS, 67 PERSONAL CARE UNITS (INCLUDING A PERSONAL CARE DEMENTIA UNIT), AND A 120 BED SKILLED NURSING FACILITY. THE COMMUNITY PROVIDES RESIDENT SERVICES FOR THE AGING TO PROMOTE GENERAL HEALTH, WELFARE AND SECURITY OF THE SENIOR RESIDENTS, AND TO PLAN FOR, AND DEVELOP, NEW PROGRAMS AND SERVICES TO MEET THE SOCIAL, HEALTH AND PERSONAL NEEDS OF SENIOR CITIZENS. OCCUPANCY FOR THE YEAR WAS 100% FOR INDEPENDENT LIVING, 76.62% FOR PERSONAL CARE AND 91.50% FOR NURSING.

    Expenses $17,074,367 · Grants $24,752 · Revenue $19,076,212

As filed on the 2025 return.

Listed in Part VII

  • Jeff Petty

    CHAIR

    Total calculated
    $1,004,112
    From this org
    $0
    From related orgs
    $977,221
    Other
    $26,891
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $489,900 related
    Bonus
    $0 + $421,356 related
    Other
    $0 + $65,965 related
    Deferred
    $0 + $14,000 related
    Nontaxable benefits
    $0 + $12,891 related
    Filer's total
    $0 + $1,004,112 related

  • John Odike

    SECRETARY/TREASURER

    Total calculated
    $303,258
    From this org
    $0
    From related orgs
    $284,334
    Other
    $18,924
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $188,748 related
    Bonus
    $0 + $86,140 related
    Other
    $0 + $9,446 related
    Deferred
    $0 + $7,946 related
    Nontaxable benefits
    $0 + $10,978 related
    Filer's total
    $0 + $303,258 related

  • Kenneth Beiler

    EXECUTIVE DIRECTOR

    Total calculated
    $294,161
    From this org
    $276,343
    From related orgs
    $0
    Other
    $17,818
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,753
    Bonus
    $85,590
    Other
    $0
    Deferred
    $6,669
    Nontaxable benefits
    $11,149
    Filer's total
    $294,161

  • Patrick O'Neil

    REGIONAL MANAGER, SALES & BUS. DEV.

    Total calculated
    $170,740
    From this org
    $164,532
    From related orgs
    $0
    Other
    $6,208
    Hours/week
    40.15

    Schedule J breakdown matched by us

    Base
    $106,832
    Bonus
    $57,700
    Other
    $0
    Deferred
    $5,349
    Nontaxable benefits
    $859
    Filer's total
    $170,740

  • Viji Joji

    REGISTERED NURSE

    Total calculated
    $134,271
    From this org
    $118,672
    From related orgs
    $0
    Other
    $15,599
    Hours/week
    45.26

  • Richard Donnelly

    REHABILITATION PROGRAM MANAGER

    Total calculated
    $142,967
    From this org
    $126,792
    From related orgs
    $0
    Other
    $16,175
    Hours/week
    40.15

  • Taryn Mitchell

    SPEECH THERAPIST

    Total calculated
    $131,855
    From this org
    $115,971
    From related orgs
    $0
    Other
    $15,884
    Hours/week
    40

  • Joseph Natale

    OCCUPATIONAL THERAPIST

    Total calculated
    $132,615
    From this org
    $116,926
    From related orgs
    $0
    Other
    $15,689
    Hours/week
    40

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION FOR THE CEO AND HIS DIRECT REPORTS IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE WESLEY ENHANCED LIVING BOARD OF DIRECTORS. THE ORGANIZATION ANNUALLY ANALYZES DATA FROM THE FORMS 990 OF COMPETITIVE SIMILARLY SIZED, SIMILARLY LOCATED AGING SERVICES ORGANIZATIONS SUPPLEMENTED BY SALARY SURVEYS PROVIDED BY MEMBERSHIP ORGANIZATIONS AND PERIODICALLY BY 3RD PARTY CONSULTANTS.
PART I, LINE 7
THE ORGANIZATION PROVIDES BONUSES TO KEY EXECUTIVES ON A DISCRETIONARY BASIS. THE BOARD OF DIRECTORS ESTABLISHES AND APPROVES A BONUS POOL WHICH REPRESENTS THE MOST THE EMPLOYEES MAY RECEIVE BASED UPON A PERCENTAGE OF THEIR BASE PAY AND SETS THE AWARD FOR THE PRESIDENT/CEO. THE PRESIDENT IS THEN TASKED WITH CONFERRING BONUSES ON OTHER ELIGIBLE EMPLOYEES BASED UPON THE MAXIMUM PERCENTAGE THAT HAS ALREADY BEEN DETERMINED BY THE BOARD.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER UNITRUSTS (2)

    INVESTMENTS · PA

    Directly controlled by FRIENDS FIDUCIARY CORPORATION

  • CHARITABLE REMAINDER UNITRUSTS (1)

    INVESTMENTS · PA

    Directly controlled by VANGUARD

Provenance

Return type
form_990
Tax year
2025
Filed
27 April 2026
IRS schema version
2025v4.1
Source object
202621209349301922

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