2023-10-19T07:03:29-05:00 2022-12-31 251031405 MCGILL POWER BELL & ASSOCIATES LLP 180 MERCER STREET MEADVILLE PA 16335 990 2022-01-01 250425760 WESBURY UNITED METHODIST COMMUNITY WESB 8143329000 31 N PARK AVE MEADVILLE PA 16335 BRIAN NAGEOTTE PRESIDENT/CEO 8143329000 2023-10-11 1 BRIAN NAGEOTTE 999009999 0 BRUCE LAWRENCE P01329574 8147245890 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRIAN NAGEOTTE 31 N PARK AVE MEADVILLE PA 16335 25603666 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 10 483 111 0 0 3079365 0 25074835 23386530 516122 186255 275835 352255 28946157 23925040 0 0 0 0 15324404 13626322 0 0 0 10782129 10276408 26106533 23902730 2839624 22310 55436010 53195019 27368589 24720409 28067421 28474610 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 17691031 23738785 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. 17691031 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 58 0 1 483 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 MARK WEINDORF ASST SECRETARY/TREASURER 1.00 3.00 X X 0 0 0 ROBERT S WAID SECRETARY/TREASURER 1.00 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 268084 0 9017 JOSEPH PALMIERO CFO 40.00 3.00 X 131788 0 7980 SHEILA BUNDY DIRECTOR OF HEALTHCARE AND 40.00 X 131418 0 12694 ALISHIA STEVENSON VP OF COMPLIANCE, RISK AND 40.00 X 103563 0 11858 634853 0 41549 4 0 1 0 ALLIANCE REHAB HVA 28100 TORCH PARKWAY SUITE 600 WARRENVILLE IL 60555 REHABILITATION SERVICES 1223964 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 FOOD SERVICES 1111256 DEDICATED NURSING ASSOCIATES INC 6536 WM PENN HWY RT 22 SUITE 201 DELMONT PA 15626 PATIENT MEDICAL CARE SERVICES 335775 SYMBRIA RX SERVICES LLC 28100 TORCH PARKWAY SUITE 600 WARRENVILLE IL 60555 PHARMACY SERVICES 298052 PREMIER TOUR & TRAVEL 499 HERMITAGE ROAD STE B HERMITAGE PA 16148 EDUCATIONAL TRAVEL 124094 5 CARE OF ELDERLY PEOPLE 623000 22563563 22563563 AMORTIZATION OF ADV FEES 623000 740167 740167 MANAGEMENT FEE 623000 70200 70200 RENTAL INCOME FROM RELATED PARTY 531120 12600 12600 23386530 190988 190988 352213 0 352213 352213 352213 1673893 1678626 -4733 -4733 -4733 MISCELLANEOUS REVENUE 623000 42 42 42 23925040 23738785 0 186255 416869 416869 10715946 8295518 2420428 217362 161965 55397 1477542 1100977 376565 798603 595072 203531 69288 69288 466267 466267 190292 190292 1224514 1059874 164640 1626988 1198181 428807 57561 57561 658257 490494 167763 1999130 1489634 509496 SPECIAL SERVICE EXPENSE 1291921 1291921 FOOD 1204693 1204693 REAL ESTATE TAXES 370916 276385 94531 REPAIRS 355789 265113 90676 760792 191916 568876 23902730 17691031 6211699 0 124538 9357 4788367 4602814 3294546 3527441 300533 303746 129219 288265 78219005 42769932 36653926 35449073 8436646 7261855 1309659 1417992 316993 271708 81583 62768 55436010 53195019 1809239 1450136 7553109 6952335 80753 61893 16514415 15749332 1411073 506713 27368589 24720409 X 28067421 28474610 28067421 28474610 55436010 53195019 X 22310 -1346877 1731756 X X 0 1 X 1 0 X 27363 3079365 3106728 26655664 27210034 28066142 25074835 23386530 130393205 26655664 27237397 28066142 28154200 23386530 133499933 0 0 0 133499933 365956 342724 276302 554538 543201 2082721 365956 342724 276302 554538 543201 2082721 49 873 42 964 27021669 27580121 28343317 28708738 23929773 135583618 0.98460 0.98670 0.01540 0.01320 X 0 1 X 4424781 -716031 14373 3694377 3956670 483280 15169 4424781 4217821 423450 671582 13019 3956670 3499839 731976 13994 4217821 3690553 -177113 13601 3499839 1.00000 1 0 378834 378834 61804143 28804215 32999928 12801266 11815355 985911 3234762 2150362 1084400 35449073 VALUATION OF DERIVATIVE INSTRUMENTS 488898 SECURITY DEPOSITS 17815 506713 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 297583 1 1 0 0 1 1 297583 0 297583 0 0 1 0 0 0 PART III ACCOUNTING METHOD: X 1 1 X X X X 0 1 0 0 0 0 0 0 0 BRIAN NAGEOTTE PRESIDENT 262886 0 0 0 5198 0 8043 0 974 0 277101 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 902,410. INCOME FROM INVESTMENT IN ALLIANCE VISITING NURSES 829,346. 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 265729 11018860 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