2021-03-03T13:50:11-06:00 2019-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2019-01-01 223139841 WESLEY GARDENS CORPORATION WESL 5852412131 3 UPTON PARK ROCHESTER NY 146071502 BARRY PALATAS CFO 5852412131 2021-03-03 KELLEY DEMONTE P01382609 5853811000 2019 2022-09-23 18:48:47Z BARRY PALATAS 3 UPTON PARK ROCHESTER NY 146071502 13545777 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. 7 6 514 6 0 0 0 0 13416642 13122308 63933 55082 150809 368387 13631384 13545777 0 0 0 0 7936160 7580460 0 0 0 8789190 7355822 16725350 14936282 -3093966 -1390505 6863775 7100948 9401566 11125964 -2537791 -4025016 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 13228967 13490695 WESLEY GARDENS CORPORATION PROVIDES SKILLED NURSING CARE AND REHABILITATION IN A 200-BED FACILITY LOCATED IN ROCHESTER, NEW YORK. 13228967 1 0 0 0 0 0 0 0 1 0 1 0 0 1 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 6 0 1 514 1 0 0 0 0 0 0 0 1 1 0 0 0 X 7 6 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NY X BARRY PALATAS 5852412135 3 UPTON PARK ROCHESTER NY 14607 ROBERT MADDAMMA DIRECTOR 0.30 X 0 0 0 DAVID OLIVEIRI SECRETARY 0.30 X X 0 0 0 LAWRENCE BELLE DIRECTOR 0.30 X 0 0 0 ROBERT W JONES III PRESIDENT / CEO 39.00 X X 281855 0 9145 WARREN WELCH CHAIRMAN OF THE BOARD 0.30 X X 0 0 0 ROBERT LEWIS DIRECTOR 0.30 X 0 0 0 KATHY KING-GRISWOLD TREASURER 0.30 X X 0 0 0 KATHY GLOWKA DIRECTOR OF NURSING 40.00 X 128586 0 1219 410441 0 10364 2 0 1 0 AFFINITY REHABILITATION 307 INTERNATIONAL CIRCLE SUITE 100 HUNT VALLEY MD 21030 THERAPY SERVICES 542279 HEALTH DIRECT 1 ADLER DRIVE EAST SYRACUSE NY 13057 PHARMACY SERVICES 297867 CMS OF WNY INC 4646 NINE MILE POINT ROAD FAIRPORT NY 14450 ADMINISTRATIVE SERVICES 293904 MEDICAL SOLUTIONS PO BOX 840292 DES MOINES IA 50331 TEMPORARY STAFFING 229622 CROSS COUNTRY HEALTHCARE 6551 PARK OF COMMERCE BLVD BOCA RATON FL 33487 TEMPORARY STAFFING 185849 6 SKILLED NURSING CARE 623000 13122308 13122308 13122308 55082 55082 MISC. 900099 432185 432185 VENDING & BEAUTY SHOP 900099 320 320 MEDICAID PRIOR ADJUSTMENT 900099 -64118 -64118 368387 13545777 13490695 0 55082 X 281855 249825 32030 6175637 5473844 701793 1500 1330 170 596926 529092 67834 524542 464934 59608 69600 69600 1946138 1309732 636406 2669 2549 120 1438128 1435987 2141 249438 238213 11225 48 46 2 312001 276546 35455 479784 425262 54522 116508 111265 5243 BAD DEBT EXPENSE 1050000 1050000 PURCHASED SERVICES 825940 805516 20424 NYS CASH RECEIPTS ASSES 570586 570586 RENT EXPENSE 168822 163757 5065 126160 120483 5677 14936282 13228967 1707315 0 6758 2881725 3446218 36849 46950 20043711 16809736 3665520 3233975 272923 373805 6863775 7100948 2847588 4563723 203097 223459 4747152 4020894 1603729 2317888 9401566 11125964 X -2537791 -4025016 -2537791 -4025016 6863775 7100948 X -1390505 -96720 X X 0 1 X 1 0 X 50000 50000 45852 145852 16409023 15988295 15051541 13416642 13122308 73987809 16459023 16038295 15097393 13416642 13122308 74133661 0 0 0 74133661 510 109 66933 55082 122634 510 109 66933 55082 122634 448458 489654 114661 147809 368387 1568969 16907991 16528058 15212054 13631384 13545777 75825264 0.97770 0.98280 0.00160 0.00090 X 0 1 X 260000 260000 8169855 6095216 2074639 11359791 10488494 871297 254065 226026 28039 3233975 RESIDENT FUNDS 223459 DEFERRED COMPENSATION PLAN 150346 373805 ACCRUED PENSION EXPENSE 150346 DUE TO THIRD PARTY PAYORS 313588 LINE OF CREDIT 1250000 CASH OVERDRAFT 45208 DUE TO AFFILIATES 486819 INTEREST RATE SWAP LIABILITY 71927 2317888 13545777 0 13545777 0 13545777 14936282 0 14936282 0 14936282 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. X X X X X 0 0 0 0 0 0 0 0 0 ROBERT W JONES III PRESIDENT / CEO 220298 0 26861 0 34696 0 6840 0 2305 0 291000 0 0 0 PART I, LINE 3 THE COMPENSATION COMMITTEE IS COMPRISED OF INDEPENDENT BOARD MEMBERS. THE BURKE GROUP, AN INDEPENDENT COMPENSATION CONSULTANT, EACH YEAR PRESENTS A WRITTEN ANALYSIS TO THE COMPENSATION COMMITTEE. THIS ANALYSIS INCLUDES 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 IS USED TO DETERMINE CEO ROBERT JONES III COMPENSATION AND PAID TIME OFF. THIS IS 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 IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 1,309,732. MANAGEMENT AND GENERAL EXPENSES 636,406. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,946,138. FORM 990, PART XI, LINE 9: CHANGE IN VALUATION OF INTEREST RATE SWAP CONTRACT -96,720. 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 1 1 0 1 0 0