2024-11-08T12:58:09-06:00 2023-12-31 251031405 MCGILL POWER BELL & ASSOC LLP 180 MERCER STREET MEADVILLE PA 16335 990 2023-01-01 250425760 WESBURY UNITED METHODIST COMMUNITY WESB 8143329000 31 N PARK AVE MEADVILLE PA 16335 BRIAN NAGEOTTE PRESIDENT/CEO 8143329000 2024-10-28 1 0 BRUCE A LAWRENCE P01329574 8147245890 2023 2024-10-15 13:58:12Z BRIAN NAGEOTTE 31 N PARK AVE MEADVILLE PA 16335 26535019 0 X WWW.WESBURY.COM X 1955 PA PROVIDE INDIVIDUALIZED, PROACTIVE HEALTH CARE AND LIFE ENRICHMENT SERVICES TO ASSIST MATURE ADULTS IN MAINTAINING THEIR INDEPENDENCE, DIGNITY AND SPIRITUAL WHOLENESS IN A SECURE, CHRISTIAN ENVIRONMENT. 10 10 558 97 0 0 0 0 23386530 24187322 186255 311160 352255 383462 23925040 24881944 0 0 0 0 13626322 14449081 0 0 0 10276408 10410426 23902730 24859507 22310 22437 53683917 54066939 24231511 23536448 29452406 30530491 PROVIDE INDIVIDUALIZED, PROACTIVE HEALTH CARE AND LIFE ENRICHMENT SERVICES TO ASSIST MATURE ADULTS IN MAINTAINING THEIR INDEPENDENCE, DIGNITY AND SPIRITUAL WHOLENESS IN A SECURE, CHRISTIAN ENVIRONMENT. 0 0 18200846 24570784 WESBURY OPERATES A CONTINUING CARE RETIREMENT COMMUNITY (CCRC) WHICH PROVIDES HOUSING AND HEALTH SERVICES TO ELDERLY INDIVIDUALS. THE RESIDENTIAL COMMUNITY IS MADE UP OF THOBURN VILLAGE, A NEIGHBORHOOD THAT INCLUDES 65 INDEPENDENT LIVING VILLAS AND 16 APARTMENTS; CRIBBS RESIDENTIAL CENTER WHICH PROVIDES PERSONAL CARE SERVICES TO RESIDENTS IN 91 UNITS, AND GRACE HEALTH CENTER, A 210 BED SKILLED NURSING FACILITY WITH A MEMORY SUPPORT CENTER, A WOUND CARE PROGRAM AND FULL REHABILITATIVE SERVICES. 18200846 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 56 0 1 558 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X ACCOUNTING DEPARTMENT 8143329000 31 NORTH PARK AVE EXTENSION MEADVILLE PA 16335 DEBRA SPENCE CHAIRPERSON 1.00 2.00 X X 0 0 0 LANCE JOHNSON VICE CHAIRPERSON 1.00 3.00 X X 0 0 0 ROBERT S WAID SECRETARY/TREASURER 1.00 X X 0 0 0 MARK WEINDORF ASST SECRETARY/TREASURER 1.00 3.00 X X 0 0 0 LYLE MOOK BOARD MEMBER 1.00 X 0 0 0 SHIRLEY MINNIS BOARD MEMBER 1.00 X 0 0 0 JOHN SWICK BOARD MEMBER 1.00 X 0 0 0 JAMES BECKER BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER ZERBE BOARD MEMBER 1.00 X 0 0 0 BRIAN NAGEOTTE PRESIDENT 40.00 3.00 X 295325 0 9766 SHEILA BUNDY DIRECTOR OF HEALTHCARE AND 40.00 X 137901 0 13522 JOSEPH PALMIERO CFO THRU 10/18/23 40.00 3.00 X 145662 0 15318 ALISHIA STEVENSON VP OF COMPLIANCE, RISK AND 40.00 X 127788 0 14058 LISA MADDY CFO AS OF 10/18/23 40.00 3.00 X 24040 0 721 LAWRENCE MARSTELLER ADMINISTRATOR - AL/IL 40.00 X 102886 0 13206 DEAN YORK VP OF HUMAN RESOURCES 40.00 X 116110 0 12868 949712 0 79459 6 0 1 0 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 FOOD SERVICES 1246088 ALLIANCE REHAB HVA 28100 TORCH PARKWAY SUITE 600 WARRENVILLE IL 60555 REHABILITATION SERVICES 1072739 AMERGIS HEALTHCARE STAFFING INC 12558 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 HEALTHCARE STAFFING AGENCY 436801 SYMBRIA RX SERVICES LLC 28100 TORCH PARKWAY SUITE 600 WARRENVILLE IL 60555 PHARMACY SERVICES 299514 PREMIER TOUR & TRAVEL 499 HERMITAGE ROAD STE B HERMITAGE PA 16148 EDUCATIONAL TRAVEL 195130 5 CARE OF ELDERLY PEOPLE 623000 23254805 23254805 AMORTIZATION OF ADV FEES 623000 849717 849717 MANAGEMENT FEE 623000 70200 70200 RENTAL INCOME FROM RELATED PARTY 531120 12600 12600 24187322 251852 251852 383462 0 383462 383462 383462 1709633 2750 1653075 0 56558 2750 59308 59308 24881944 24570784 0 311160 490832 490832 11695812 9078812 2617000 171744 127946 43798 1219393 908424 310969 871300 649101 222199 69288 69288 583033 583033 201277 201277 1203651 998983 204668 1671017 1230723 440294 73092 73092 604755 450531 154224 2010081 1497471 512610 FOOD 1339071 1339071 SPECIAL SERVICE EXPENSE 1105047 1105047 REAL ESTATE TAXES 389359 290065 99294 REPAIRS 351089 261554 89535 809666 193830 615836 24859507 18200846 6658661 0 9357 98507 4602814 5666600 3527441 3407227 303746 257109 288265 298900 79303144 44727040 35449073 34576104 7261855 8075473 1417992 1063928 271708 226423 551666 396668 53683917 54066939 1450136 1631208 6952335 6910081 61893 20955 15749332 14953893 17815 20311 24231511 23536448 X 29452406 30530491 29452406 30530491 53683917 54066939 X 22437 538748 516900 X X 0 1 X 1 0 X 27363 3079365 3106728 27210034 28066142 25074835 23386530 24187322 127924863 27237397 28066142 28154200 23386530 24187322 131031591 0 0 0 131031591 342724 276302 554538 543201 635314 2352079 342724 276302 554538 543201 635314 2352079 873 42 915 27580121 28343317 28708738 23929773 24822636 133384585 0.98240 0.98460 0.01760 0.01540 X 0 1 X 3694377 547148 14130 4227395 4424781 -716031 14373 3694377 3956670 483280 15169 4424781 4217821 423450 671582 13019 3956670 3499839 731976 13994 4217821 1.00000 1 0 378834 378834 62547942 30436222 32111720 13100708 12061218 1039490 3275660 2229600 1046060 34576104 SECURITY DEPOSITS 20311 20311 X PART IV, LINE 2B: THE ORGANIZATION HOLDS A CASH ACCOUNT FOR RESIDENT FUNDS. THESE FUNDS ARE USED ACCORDING TO RESIDENT'S REQUESTS. PART V, LINE 4: THE ORGANIZATION USES THE ENDOWMENT FUNDS TO PROVIDE ADDITIONAL FUNDING FOR FUTURE CAPITAL IMPROVEMENTS, PENSION COSTS AND OTHER FUTURE OPERATIONAL NEEDS. PART X, LINE 2: MANAGEMENT HAS DETERMINED THE ORGANIZATION HAD NO ACTIVITIES SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT). THE ORGANIZATION HAS NOT BEEN SUBJECT TO ANY INCOME TAX PENALTIES OR INTEREST FOR ALL OPEN TAX YEARS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 1 1 INVESTMENTS N/A 312559 1 1 0 0 1 1 312559 0 312559 0 0 1 0 0 0 X 1 1 X X X X 0 1 0 0 0 0 0 0 0 BRIAN NAGEOTTE PRESIDENT 290127 0 0 0 5198 0 8860 0 906 0 305091 0 0 0 SHEILA BUNDY DIRECTOR OF HEALTHCARE AND 137901 0 0 0 0 0 4137 0 9385 0 151423 0 0 0 JOSEPH PALMIERO CFO THRU 10/18/23 145662 0 0 0 0 0 4370 0 10948 0 160980 0 0 0 PART I, LINE 4B BRIAN NAGEOTTE - $12,000 A CRAWFORD COUNTY HOSPITAL AUTHORITY 251535164 2017-10-20 18689000 REDEMPTION OF 2009 BONDS AND NEW CONSTRUCTION. 0 0 0 A 7243439 147596 7095597 246 1 0 1 1 A 0 0 0 0 1 1 FIRST NATIONAL BANK 15.000000000000 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CFO BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES BOARD MEMBERS TO SIGN THE CONFLICT OF INTEREST POLICY FORM EVERY YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE CEO IS DETERMINED BY A COMPENSATION COMMITTEE USING COMPARABLE DATA. THE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY USING COMPARABLE DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN MARKET VALUE OF DERIVATIVE INSTRUMENT -114,060. INCOME FROM INVESTMENT IN ALLIANCE VISITING NURSES 630,960. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. WESBURY VERNON 31 PARK AVENUE EXTENSION MEADVILLE PA 16335 822891628 TO OWN AND OPERATE A SENIOR HOUSING FACILITY PA 274747 10810932 WESBURY UNITED METHODIST COMMUNITY THE WESBURY FOUNDATION 31 NORTH PARK AVENUE EXTENSION MEADVILLE PA 16335 251778886 RAISING MONIES FOR THE SUPPORT OF WESBURY UNITED METHODIST COMMUNITY PA 501(C)3 LINE 12A, I WESBURY UNITED METHODIST COMMUNITY 1 WESBURY HILLSIDE HOME 31 NORTH PARK AVENUE EXTENSION MEADVILLE PA 16335 250986047 PROVIDING HEALTH CARE SERVICES TO ELDERLY INDIVIDUALS PA 501(C)3 LINE 10 WESBURY UNITED METHODIST COMMUNITY 1 THE ANNESLEY ASSOCIATION OF SENIOR HEALTH SERVICES 31 NORTH PARK AVENUE EXTENSION MEADVILLE PA 16335 251823932 DEVELOPMENT OF PLANS FOR MULTIPLE SENIOR CITIZEN HOUSING PROJECTS PA 501(C)3 LINE 12A, I WESBURY UNITED METHODIST COMMUNITY 1 1 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 1 0 0 THE WESBURY FOUNDATION A 12600 THE WESBURY FOUNDATION K 73200