2021-11-15T15:04:21-06:00 2020-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2020-01-01 223139841 WESLEY GARDENS CORPORATION WESL 5852412131 3 UPTON PARK ROCHESTER NY 146071502 BARRY PALATAS TREASURER 5852412131 2021-11-15 BARRY PALATAS XXX-XX-XXXX KELLEY DEMONTE P01382609 5853811000 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z GEDALIAH WIELGUS 3 UPTON PARK ROCHESTER NY 146071502 10107291 0 X HTTP://WWW.WESLEYGARDENS.COM/ X 1991 NY OWNS AND OPERATES A 200-BED SKILLED NURSING FACILITY THAT PROVIDES RECREATIONAL, SOCIAL, RELIGIOUS, AND HEALTH SERVICES TO SENIOR CITIZENS IN THE ROCHESTER, N.Y. AREA. 5 4 153 4 0 0 0 1151772 13122308 3127260 55082 -169680 368387 5827939 13545777 9937291 0 0 0 0 7580460 4408835 0 0 0 7355822 4737384 14936282 9146219 -1390505 791072 7100948 7199668 11125964 10525051 -4025016 -3325383 WESLEY GARDENS IS COMMITTED TO PROVIDING QUALITY SERVICES AT COMPETITIVE PRICES, WHILE RESPONDING TO THE CHANGING NEEDS AND PREFERRENCES OF INDIVIDUALS AND THEIR FAMILIES. 0 0 7386989 3423893 WESLEY GARDENS CORPORATION PROVIDES SKILLED NURSING CARE AND REHABILITATION IN A 200-BED FACILITY LOCATED IN ROCHESTER, NEW YORK. 7386989 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 153 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NY X GEDALIAH WIELGUS 9176761927 395 PEARSALL AVE SUITE K CEDARHURST NY 11516 ROBERT MADDAMMA DIRECTOR (THROUGH 12/2020) 0.30 X 0 0 0 DAVID OLIVEIRI SECRETARY (THROUGH 12/2020) 0.30 X X 0 0 0 LAWRENCE BELLE DIRECTOR (THROUGH 12/2020) 0.30 X 0 0 0 ROBERT W JONES III PRESIDENT / CEO (THROUGH 12/2020) 39.00 X X 441437 0 0 WARREN WELCH CHAIRMAN OF THE BOARD (THROUGH 12/2020) 0.30 X X 0 0 0 ROBERT LEWIS DIRECTOR (THROUGH 12/2020) 0.30 X 0 0 0 KATHY KING-GRISWOLD TREASURER (THROUGH 12/2020) 0.30 X X 0 0 0 JACK SHELBY CHAIRMAN OF THE BOARD (BEGINNING 12/2020) 0.30 X X 0 0 0 GEDALIAH WIELGUS SECRETARY/TREASURER (BEGINNING 12/2020) 0.30 X X 0 0 0 ARI GRINSPAN PRESIDENT 39.00 X X 0 0 0 PINNY FASKA DIRECTOR 0.30 X 0 0 0 BARRY PALATAS CFO 0.30 X 139416 0 0 580853 0 0 2 0 1 0 CENTERS BUSINESS OFFICE 4770 WHITE PLAINS ROAD BRONX NY 10470 ACCOUNTING SERVICES 293600 1 1151772 1151772 SKILLED NURSING CARE 623000 3127260 3127260 3127260 320 320 170000 -170000 -170000 -170000 INSURANCE PROCEEDS 900099 5531306 0 5531306 MEDICAID PRIOR ADJUSTMENT 900099 276499 276499 MISC. 900099 20134 20134 5827939 9937291 3423893 0 5361626 3534892 2620572 914320 873943 647893 226050 35577 35577 218681 46541 172140 12981 12981 272246 259884 12362 215580 205879 9701 1040 993 47 264675 256735 7940 780921 757493 23428 404055 383852 20203 BAD DEBT EXPENSE 1053489 1053489 PURCHASED SERVICES 951645 641205 310440 OTHER DIRECT EXPENSES 234419 234419 NYS CASH RECEIPTS ASSES 185035 185035 107040 92999 14041 9146219 7386989 1759230 0 457279 3446218 1618964 46950 119519 21469077 16760654 3233975 4708423 373805 295483 7100948 7199668 4563723 4686326 223459 287874 4020894 3688037 2317888 1862814 11125964 10525051 X -4025016 -3325383 -4025016 -3325383 7100948 7199668 X 791072 -91439 X X 0 1 X 1 0 X 50000 45852 1151772 1247624 15988295 15051541 13416642 13122308 3127260 60706046 16038295 15097393 13416642 13122308 4279032 61953670 0 0 0 61953670 109 66933 55082 320 122444 109 66933 55082 320 122444 489654 114661 147809 368387 5827939 6948450 16528058 15212054 13631384 13545777 10107291 69024564 0.89760 0.97770 0.00180 0.00160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 260000 260000 9590914 5564497 4026417 11364098 10965660 398438 254065 230497 23568 4708423 ACCRUED PENSION EXPENSE 7609 DUE TO THIRD PARTY PAYORS 85608 LINE OF CREDIT 1250000 DUE TO AFFILIATES 356231 INTEREST RATE SWAP LIABILITY 163366 1862814 10107291 0 10107291 -170000 -170000 9937291 9146219 0 9146219 0 9146219 PART IV, LINE 2B: RESIDENTS FUNDS REPRESENT AMOUNTS HELD BY WESLEY GARDENS ON BEHALF OF THE RESIDENTS. THESE FUNDS ARE DISBURSED AT THE REQUEST OF OR ON BEHALF OF THE RESIDENTS FOR THEIR PERSONAL USE. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON PROPERTY, PLANT AND EQUIPMENT -170,000. X X X X X 0 0 0 0 0 0 0 0 0 ROBERT W JONES III PRESIDENT / CEO (THROUGH 12/2020) 292447 0 14550 0 134440 0 0 0 0 0 441437 0 88500 0 PART I, LINE 3 THE COMPENSATION COMMITTEE IS COMPRISED OF INDEPENDENT BOARD MEMBERS. IN PRIOR YEARS, THE BURKE GROUP, AN INDEPENDENT COMPENSATION CONSULTANT, PRESENTED A WRITTEN ANALYSIS TO THE COMPENSATION COMMITTEE. THIS ANALYSIS INCLUDED A REVIEW OF THE SALARIES OF THE CEO'S IN NEW YORK FOR SKILLED NURSING FACILITIES OF SIMILAR SIZE AND REVENUE TO WESLEY GARDENS. THIS INFORMATION WAS USED TO DETERMINE CEO ROBERT JONES III COMPENSATION AND PAID TIME OFF. THIS HAD BEEN PRESENTED TO THE COMPENSATION COMMITTEE AND APPROVED ANNUALLY BY THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE ALSO UTILIZES A FINITE SET OF QUANTIFIALBE ANNUAL GOALS AND PERFORMANCE MEASURES TO DETERMINE THE AMOUNT ON ANY PERFORMANCE BONUS ATTAINED EACH YEAR. FORM 990, PART VI, SECTION A, LINE 6 WESLEY GARDENS' MEMBERS ARE THE DIRECTORS OF ITS PARENT COMPANY, THE WESLEY GROUP D/B/A THE WESLEY COMMUNITY. FORM 990, PART VI, SECTION A, LINE 7A THE WESLEY GROUP BOARD OF DIRECTORS ARE THE MEMBERS OF THE WESLEY GARDEN BOARD. THE GROUP'S DIRECTORS ARE DIVIDED INTO THREE CLASSES. THE MEMBERS ANNUALLY ELECT DIRECTORS FOR THE WESLEY GARDENS' BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS HAVE ALL RIGHTS AND POWERS OF THE CORPORATE MEMBERSHIP CREATED BY THE LAWS OF THE STATE OF NEW YORK OR THE CERTIFICATE OF INCORPORATION OR BYLAWS OF THE CORPORATION. IN FURTHERANCE OF ITS CORPORATE PURPOSES, WESLEY GROUP SHALL HAVE ALL GENERAL POWERS ENNUMERATED IN SECTION 202 OF THE NOT-FOR-PROFIT CORPORATE LAW. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTANT AND THEN SENT TO MANAGEMENT FOR REVIEW. ONCE FORM 990 HAS BEEN REVIEWED AND ALL QUESTIONS, IF ANY, CLEARED UP, COPIES OF THE 990 ARE ELECTRONICALLY DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO IT BEING FILED. DIRECTORS ARE INSTRUCTED TO CONTACT THE DIRECTOR OF FINANCE WITH ANY QUESTIONS. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS, AND MEMBERS OF THE MANAGEMENT TEAM ARE REQUIRED TO COMPLETE CONFLICT OF INTEREST AND DECLARATION ANNUALLY. DIRECTORS AND OFFICERS ARE ASKED AT EACH BOARD MEETING IF THERE HAVE BEEN ANY CHANGES THAT THE ORGANIZATION SHOULD BE AWARE OF. IF A CONFLICT IS IDENTIFIED, BOARD MEMBERS WOULD BE EXCUSED FROM PARTICIPATING IN DISCUSSION AND VOTING FOR ANY ITEM DEEMED RELEVANT TO THEIR CONFLICT. THE POLICY IS ALSO MONITORED AND ENFORCED THROUGH OBSERVATIONS AND WHISTLEBLOWING. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS / CEO EVALUATION COMPENSATION COMMITTEE CONSISTS OF 4 BOARD MEMBERS WHO ARE APPROVED ANNUALLY TO SERVE ON THE COMMITTEE. THE COMPENSATION COMMITTEE ANNUALLY REVIEWS ACCOMPLISHMENTS AND SETS GOALS FOR THE CEO. AN INDEPENDENT COMPENSATION CONSULTANT PROVIDES A COMPETITVE WAGE ANALYSIS AND RECOMMENDATIONS FOR THE CEO AND OTHER EXECUTIVE POSITIONS. THE CEO IS RESPONSIBLE FOR THE ANNUAL REVIEW AND FINAL COMPENSATION FOR WESLEY'S EXECUTIVES. FORM 990, PART VI, SECTION C, LINE 19 THE CORPORATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. IN ADDITION, FORM 990 AS WELL AS THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST AT 3 UPTON PARK, ROCHESTER, NEW YORK 14607-1545; OR BY CALLING THE ORGANIZATION DIRECTLY AT (585) 241 - 2131. FORM 990, PART XI, LINE 9: CHANGE IN VALUATION OF INTEREST RATE SWAP CONTRACT -91,439. FORM 990, PART XII, LINE 2: AT THE TIME THE 990 WAS FILED, THE 12/31/2020 AUDIT WAS SUBSTANTIALLY COMPLETE WITH EXPECTED REPORT DATE OF 11/22/2021. FORM 990, PART XII, LINE 2C: NO CHANGES SINCE PRIOR YEAR. UPTON FOUNDATION INC DBA FRIENDS OF WESLEY 3 UPTON PARK ROCHESTER NY 14607 161190284 CONDUCT FUNDRAISING ACTIVITIES FOR THE BENEFIT OF OTHERS NY 501(C)(3) LINE 11 N A 0 THE WESLEY GROUP DBA WESLEY COMMUNITY 3 UPTON PARK ROCHESTER NY 14607 222874483 PROVIDE SERVICES TO SENIOR CITIZENS NY 501(C)(3) LINE 12B, II N A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0