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Nonprofiteer
← STAPELEY HALL

Form 990 for tax year 2022

Filed by STAPELEY HALL.

Totals

Total revenue
$17,171,744
Total expenses
$19,153,455
Contributions and grants received
$422,778
Grants paid
$91,619
Program service revenue
$16,600,422
Investment income
$59,205
Other revenue
$89,339
Total assets, end of year
$25,723,798
Total liabilities, end of year
$28,519,948
Net assets or fund balances, end of year
-$2,796,150
Program services expenses (Part IX)
$15,547,214
Management and general expenses
$3,606,241
Fundraising expenses
$0
Program service expenses (Part III)
$15,547,214

Program services were 81.2% 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.

  • 1e · Government grants (contributions)

    $214,628

  • 1f · All other contributions, gifts and grants

    $208,150

  • 2a · Program service revenue: HEALTH CENTER

    total $10,717,113 · related or exempt $10,717,113

  • 2b · Program service revenue: PERSONAL CARE

    total $3,643,521 · related or exempt $3,643,521

  • 2c · Program service revenue: INDEPENDENT LIVING

    total $1,419,420 · related or exempt $1,419,420

  • 2d · Program service revenue: ASSESSMENT REVENUE

    total $673,782 · related or exempt $673,782

  • 2e · Program service revenue: ENTRY FEE AMORTIZATION

    total $146,586 · related or exempt $146,586

  • 3 · Investment income

    total $47,638 · excluded $47,638

  • 7a · Gross sales of assets other than inventory

    securities $158,960

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

    securities $147,393

  • 7c · Gain or loss

    securities $11,567

  • 7d · Net gain or loss

    total $11,567 · excluded $11,567

  • 11a · Other revenue: DINING REVENUE

    total $38,092 · unrelated business $750 · excluded $37,342

  • 11b · Other revenue: COMMUNITY FEES

    total $24,000 · excluded $24,000

  • 11c · Other revenue: MISC. REVENUE

    total $15,544 · excluded $15,544

  • 11d · All other revenue

    total $11,703 · excluded $11,703

  • 11e · Other revenue, total

    $89,339

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $91,619 · program services $91,619

  • 5 · Compensation of officers, directors and key employees

    total $188,073 · program services $188,073

  • 7 · Other salaries and wages

    total $9,741,966 · program services $8,792,437 · management and general $949,529

  • 8 · Pension plan contributions

    total $382,695 · program services $340,788 · management and general $41,907

  • 9 · Other employee benefits

    total $1,110,846 · program services $993,148 · management and general $117,698

  • 10 · Payroll taxes

    total $992,681 · program services $683,751 · management and general $308,930

  • 11a · Fees: management

    total $419,208 · management and general $419,208

  • 11b · Fees: legal

    total $381,552 · management and general $381,552

  • 11c · Fees: accounting

    total $21,712 · management and general $21,712

  • 11g · Fees: other

    total $481,238 · program services $276,481 · management and general $204,757

  • 12 · Advertising and promotion

    total $118,192 · management and general $118,192

  • 13 · Office expenses

    total $597,824 · program services $541,212 · management and general $56,612

  • 16 · Occupancy

    total $764,421 · program services $743,724 · management and general $20,697

  • 17 · Travel

    total $3,429 · program services $1,076 · management and general $2,353

  • 20 · Interest

    total $1,127,936 · program services $902,349 · management and general $225,587

  • 22 · Depreciation, depletion and amortization

    total $1,122,448 · program services $897,958 · management and general $224,490

  • 23 · Insurance

    total $97,222 · management and general $97,222

  • 24a · Other expenses: FOOD

    total $728,309 · program services $728,309

  • 24b · Other expenses: BAD DEBT

    total $400,000 · management and general $400,000

  • 24c · Other expenses: MEDICAL SUPPLIES

    total $357,120 · program services $357,120

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

    total $11,382 · program services $2,842 · management and general $8,540

  • 24e · All other expenses

    total $13,582 · program services $6,327 · management and general $7,255

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $73,744 · end of year $292,766

  • 4 · Accounts receivable

    beginning of year $797,048 · end of year $572,645

  • 9 · Prepaid expenses and deferred charges

    beginning of year $50,349 · end of year $56,637

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

    $28,718,216

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

    $11,626,591

  • 10c · Land, buildings and equipment, net

    beginning of year $18,000,724 · end of year $17,091,625

  • 11 · Investments: publicly traded securities

    beginning of year $3,623,486 · end of year $3,388,230

  • 15 · Other assets

    beginning of year $5,406,973 · end of year $4,321,895

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,750,978 · end of year $3,204,402

  • 19 · Deferred revenue

    beginning of year $412,185 · end of year $731,599

  • 20 · Tax-exempt bond liabilities

    beginning of year $21,655,893 · end of year $21,314,050

  • 21 · Escrow or custodial account liability

    beginning of year $190,574 · end of year $234,936

  • 25 · Other liabilities

    beginning of year $2,381,747 · end of year $3,034,961

  • 27 · Net assets without donor restrictions

    beginning of year -$4,982,466 · end of year -$7,256,596

  • 28 · Net assets with donor restrictions

    beginning of year $5,543,413 · end of year $4,460,446

Mission and programs · 2022

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. CAPACITY FOR THE YEAR WAS 85.23% FOR INDEPENDENT LIVING, 89.32% FOR PERSONAL CARE AND 91.86% FOR NURSING.

    Expenses $15,547,214 · Grants $91,619 · Revenue $16,600,422

As filed on the 2022 return.

Listed in Part VII

  • Jeff Petty

    PRESIDENT AND CEO

    Total calculated
    $1,187,580
    From this org
    $0
    From related orgs
    $1,164,295
    Other
    $23,285
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $491,656 related
    Bonus
    $0 + $89,801 related
    Other
    $0 + $582,838 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $11,085 related
    Filer's total
    $0 + $1,187,580 related

  • Kenneth Beiler

    EXECUTIVE DIRECTOR

    Total calculated
    $188,073
    From this org
    $171,722
    From related orgs
    $0
    Other
    $16,351
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,722
    Bonus
    $3,000
    Other
    $0
    Deferred
    $6,893
    Nontaxable benefits
    $9,458
    Filer's total
    $188,073

  • Michael Griffin

    CFO (UNTIL 9/6/22)

    Total calculated
    $177,877
    From this org
    $0
    From related orgs
    $168,397
    Other
    $9,480
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $157,267 related
    Bonus
    $0 + $5,000 related
    Other
    $0 + $6,130 related
    Deferred
    $0 + $2,100 related
    Nontaxable benefits
    $0 + $7,380 related
    Filer's total
    $0 + $177,877 related

  • Viji Joji

    REGISTERED NURSE

    Total calculated
    $131,543
    From this org
    $117,969
    From related orgs
    $0
    Other
    $13,574
    Hours/week
    45

  • Richard Donnelly

    REHABILITATION PROGRAM MANAGER

    Total calculated
    $130,195
    From this org
    $116,429
    From related orgs
    $0
    Other
    $13,766
    Hours/week
    40

  • Patrick O'Neil

    SALES MANAGER

    Total calculated
    $149,130
    From this org
    $142,931
    From related orgs
    $0
    Other
    $6,199
    Hours/week
    40

  • Shanice Clark

    LICENSED PRACTICAL NURSE

    Total calculated
    $131,155
    From this org
    $127,760
    From related orgs
    $0
    Other
    $3,395
    Hours/week
    56

  • Regina Johnson

    OCCUPATIONAL THERAPIST

    Total calculated
    $120,883
    From this org
    $107,362
    From related orgs
    $0
    Other
    $13,521
    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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 7 · Other non-fixed payments
  • 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. COMPENSATION STUDIES ARE DONE PERIODICALLY BY AN OUTSIDE COMPENSATION CONSULTANT TO DETERMINE COMPENSATION, USING COMPARATIVE INDEPENDENT DATA. FOR OTHER EMPLOYEES, COMPENSATION REVIEWS ARE COMPLETED INTERNALLY COMPARING COMPENSATION DATA AVAILABLE THROUGH LEADING AGE, THE HOSPITAL & HEALTHCARE COMPENSATION SERVICE SALARY & BENEFITS REPORT, AND OTHER BENCHMARKS. THIS WAS LAST COMPLETED IN 2021.
PART I, LINE 4B
THE ORGANIZATION'S 457 PLAN WAS ELIMINATED AND THE FOLLOWING PAYOUTS WERE MADE: JEFF PETTY - $582,836.36 MICHAEL GRIFFIN - $6,130.41

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)

    T · INVESTMENTS · PA · 100% owned · share of assets $3,418,241

    Directly controlled by FRIENDS FIDUCIARY CORPORATION

  • CHARITABLE REMAINDER UNITRUSTS (1)

    T · INVESTMENTS · PA · 100% owned · share of assets $94,920

    Directly controlled by VANGUARD

Provenance

Return type
form_990
Tax year
2022
Filed
7 July 2023
IRS schema version
2022v5.0
Source object
202301929349300305

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