2020-02-19T13:12:21-06:00 2019-06-30 222428965 CITRIN COOPERMAN & COMPANY LLP 1800 JFK BLVD 20TH FLOOR PHILADELPHIA PA 19103 990 2018-07-01 233048845 WES CORPORATION WESC 2154553900 1315 WINDRIM AVENUE PHILADELPHIA PA 19141 DENNIS E COOK SECRETARY OF BOARD AND CEO 2154553900 2020-02-13 1 BRETT DUBIN CPA P00740974 2155454800 2020-02-13 38.122.22.194 2020-02-13 17:21:50 ES P 6939873D65DE5F0006E4FFA90C8C6E409D9EA249 0E8A8F9482F4C4374EEFE7555A7DA7EDF481E32D 2018 2020-09-23 17:36:50Z WES HEALTH SYSTEM DENNIS E COOK 1315 WINDRIM AVENUE PHILADELPHIA PA 19141 928075 0 X WWW.DRWES.ORG X 2000 PA HEALTH, HUMAN SERVICES AND AFFORDABLE HOUSING 5 4 10 0 0 0 304604 327756 776 0 0 0 65707 600319 371087 928075 0 0 0 0 334623 236754 0 0 0 1028392 448001 1363015 684755 -991928 243320 7253039 6373052 13809546 12686239 -6556507 -6313187 X THE MISSION OF WES HEALTH SYSTEM IS TO PROMOTE THE TOTAL WELLNESS OF THE COMMUNITY WE SERVE THROUGH THE PROVISION OF HIGH QUALITY HEALTH AND SOCIAL SERVICES IN A COMPASSIONATE AND EFFECTIVE MANNER. WE STRIVE TO MAKE THESE SERVICES HIGHLY RESPONSIVE TO THE NEEDS OF A CULTURALLY DIVERSE POPULATION. 0 0 161387 HIGH RISK INFANT FOLLOW-UPTHE PROGRAM PROVIDES CASE MANAGEMENT SERVICES TO LOW INCOME FAMILIES WITH HIGH RISK INFANTS AND CHILDREN AGES 0-2 YEARS OLD. SERVICES INCLUDE: ASSESSMENT OF CLIENT NEEDS, LINKAGE WITH MEDICAID AND PRIMARY MEDICAL CARE, REFERRAL FOR ASSISTANCE WITH IDENTIFIED SOCIAL NEEDS AND COORDINATION OF CARE. 127528 FAMILY CASE MANAGEMENT:THE PROGRAM HELPS INCOME ELIGIBLE CLIENTS (BELOW 200% OF THE FEDERAL POVERTY LEVEL) WITH A PREGNANT WOMAN, INFANT OR YOUNG CHILD TO OBTAIN THE HEALTHCARE SERVICES AND OTHER ASSISTANCE THEY MAY NEED TO HAVE A HEALTHY PREGNANCY AND TO PROMOTE THE CHILD'S HEALTHY DEVELOPMENT. 37528 TEEN REACH:TEEN REACH (RESPONSIBILITY, EDUCATION, ACHIEVEMENT, CARING, AND HOPE) IS A COMPREHENSIVE YOUTH DEVELOPMENT INITIATIVE THAT PROVIDES AFTER SCHOOL PROGRAM SERVICES TO HIGH-RISK YOUTH BETWEEN THE AGES OF 6 AND 17 26013 MISCELLANEOUS PROGRAM - BEHAVIORAL & PHYSICAL HEALTH 26013 326443 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 17 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 IL PA X JOHN LOCKARD 2154562741 1315 WINDRIM AVENUE PHILADELPHIA PA 19141 X ROBERT RICHMAN BOARD MEMBER 0.50 1.10 X 0 0 0 NICOLA MCLEOD PITTER BOARD MEMBER 0.50 1.10 X 0 0 0 TRINA NYCOL BROWN BOARD MEMBER 0.50 1.10 X 0 0 0 DENNIS E COOK SECRETARY AND CEO 1.30 63.70 X X 0 520481 107005 JOANN BELL PRESIDENT 0.50 2.10 X X 0 0 0 DAVID KITTKA CFO 0.30 37.20 X 0 208948 10669 DR ABAYOMI IGE MEDICAL DIRECTOR 0.00 49.73 X 0 304804 9078 LAJEWEL HARRISON EXECUTIVE DIRECTOR 0.00 37.50 X 0 222216 26469 MELANIE GRAY COO & VP - PINNACLE ENTERPRISE, LLC 0.00 37.50 X 0 170693 4946 LYNNE HOPPER SR VP OF OPERATIONS 3.75 33.75 X 0 158631 5050 DR ROBERTSON TUCKER PSYCHIATRIST 0.00 30.00 X 0 128365 12434 0 1714138 175651 0 0 1 0 0 327756 327756 NY LIFE INSURANCE ADJU 900099 574306 574306 NY LIFE INCREASE IN CA 900099 26013 26013 600319 928075 600319 0 0 199040 197444 1596 22488 22488 15226 15104 122 57232 57232 44125 44125 1312 1312 2910 2910 21606 9650 11956 72998 38212 34786 18521 9859 8662 163988 163988 12307 12189 118 ALL OTHER EXPENSES 51167 19662 31505 PURCHASED PERSONNEL 1835 1835 684755 326443 358312 0 124816 195570 899108 259602 230 230 0 333892 7348472 2607896 4898676 4740576 1330209 843182 7253039 6373052 1305060 669535 4355322 4208727 8149164 7807977 13809546 12686239 X -6556507 -6313187 -6556507 -6313187 7253039 6373052 243320 0 X X 0 1 X 1 0 X 447503 1356171 819466 304604 327756 3255500 447503 1356171 819466 304604 327756 3255500 3255500 101 115 7 0 223 602217 283518 575541 65707 26013 1552996 4808719 0.67700 0.66860 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: LINDLEY APT AFFORDABLE HOUSING DEV FEE-PINNACLE - 2014 AMOUNT: $ 601,048. 2015 AMOUNT: $ 281,384. 2016 AMOUNT: $ 575,431. 2017 AMOUNT: $ 21,376. 2018 AMOUNT: $ 0. OTHER REVENUE - 2014 AMOUNT: $ 1,169. 2015 AMOUNT: $ 2,134. 2016 AMOUNT: $ 110. 2017 AMOUNT: $ 44,331. 2018 AMOUNT: $ 26,013. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 900000 900000 5972207 2131631 3840576 17010 17010 0 459255 459255 0 4740576 BILLING IN PROCESS 5434 OTHER ASSETS 837748 843182 DUE TO AFFILIATE 7806665 REFUNDABLE ADVANCE 1312 7807977 X PART X, LINE 2: THE HEALTH SYSTEM AND ITS NOT-FOR-PROFIT SUBSIDIARIES ARE SUBJECT TO AUDITS BY TAXING JURISDICTIONS; HOWEVER, NO AUDITS FOR ANY PERIODS ARE CURRENTLY IN PROGRESS. MANAGEMENT BELIEVES THAT THE HEALTH SYSTEM AND ITS SUBSIDIARIES ARE NO LONGER SUBJECT TO SUCH AUDITS FOR YEARS PRIOR TO 2016. X X X X X X 0 1 0 0 0 0 0 0 0 DENNIS E COOK SECRETARY AND CEO 0 338557 0 52500 0 129424 0 8100 0 98905 0 627486 0 0 DAVID KITTKA CFO 0 158973 0 23846 0 26129 0 6959 0 3710 0 219617 0 0 DR ABAYOMI IGE MEDICAL DIRECTOR 0 225088 0 0 0 79716 0 6753 0 2325 0 313882 0 0 LAJEWEL HARRISON EXECUTIVE DIRECTOR 0 222216 0 0 0 0 0 3199 0 23270 0 248685 0 0 MELANIE GRAY COO & VP - PINNACLE ENTERPRISE, LLC 0 160307 0 0 0 10386 0 4560 0 386 0 175639 0 0 LYNNE HOPPER SR VP OF OPERATIONS 0 152957 0 5000 0 674 0 4664 0 386 0 163681 0 0 PART I, LINE 4B DENNIS E. COOK, CEO AND DAVID KITTKA, CFO ARE PARTICIPANTS IN THE 457(B) PLAN. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS - THE 990 IS PREPARED BY WES' CPA/AUDIT FIRM. IT IS BASED ON THE ORGANIZATIONS AUDITED FINANCIAL STATEMENTS AND OTHER REQUESTED INFORMATION PROVIDED BY THE DIRECTOR OF FINANCE AND CFO. THE COMPLETED 990 IS REVIEWED BY BOTH THE DIRECTOR OF FINANCE AND CFO. THEN THE COMPLETED 990 IS PRESENTED TO THE BOARD PRESIDENT OR SECRETARY FOR REVIEW PRIOR TO IT BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY - COMPLIANCE WITH THE POLICY IS MONITORED AND ENFORCED REGULARLY AND CONSISTENTLY. THE POLICY IS BASED UPON FULL DISCLOSURE AND WHEN NECESSARY, A MANAGEMENT PLAN IS DEVELOPED TO ADDRESS ANY POSSIBLE CONFLICT OF INTEREST. IF ANY ARRANGEMENTS SHOULD ARISE SUBSEQUENT TO FILING, ALL ARE REQUIRED TO UPDATE THE DISCLOSURES. ALL DISCLOSURES WITH THE POTENTIAL FOR CONFLICT ARE REVIEWED BY AN APPROPRIATE COMMITTEE WHERE THEY ARE CAREFULLY EVALUATED AND IF NECESSARY, A PLAN IS DEVELOPED TO MANAGE THE POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION - EVERY THREE YEARS THE BOARD OF DIRECTORS HIRES AN INDEPENDENT COMPENSATION CONSULTANT TO COMPLETE A COMPENSATION SURVEY FOR THE CEO AND EXECUTIVE TEAM POSITIONS. BASED ON THE FINDINGS OF THE COMPENSATION SURVEY. THE BOARD DETERMINES IF CURRENT COMPENSATION PAID TO THE CEO AND SENIOR STAFF IS REASONABLE. BOARD MEMBERS FOLLOW A CONFLICT OF INTEREST POLICY WHEN VOTING ON COMPENSATION ARRANGEMENTS. ANY CHANGES IN COMPENSATION ARRANGEMENTS ARE APPROVED IN ADVANCE OF PAYING COMPENSATION. THE DATE AND TERMS OF COMPENSATION ARRANGEMENTS ARE DOCMENTED IN WRITING ALONG WITH EACH INDIVIDUAL BOARD MEMBER THAT VOTED ON THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. IN ADDITION, WES HEALTH SYSTEM (WES) PREPARES A SUMMARY CONSOLIDATED FINANCIAL REPORT BASED ON THE AUDITED FINANCIAL STATEMENTS AND INCLUDES THAT INFORMATION WITHIN AN ANNUAL REPORT. WES PLACES A PUBLIC NOTICE IN A LOCAL NEWSPAPER DESCRIBING WHERE AND WHEN THE REPORT IS AVAILABLE FOR VIEWING BY THE GENERAL PUBLIC. FORM 990, PART VII, SECTION A-AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORG DENNIS E. COOK WES HEALTH CENTERS 27.3 WES HORIZONS 29.25 WES COMMUNITY HEALTH SERVICES, NFP 0.65 WES VENTRUES 0.65 LINDLEY APTS 0.65 PINNACLE 3.25 WES MANAGEMENT SERVICES, INC. 0.65 MULTI-THERAPY SERVICES, INC. 1.3 DAVID KITTKA WES HEALTH CENTERS 19.4 WES HORIZONS 14.86 WES COMMUNITY HEALTH SERVICES, NFP 0.05 LINDLEY APTS 0.37 PINNACLE 0.14 WES MANAGEMENT SERVICES, INC. 0.65 MULTI-THERAPY SERVICES, INC. 1.68 WES VENTURES 0.05 DR. ABAYOMI IGE WES HEALTH CENTERS 17.32 WES HORIZONS 28.00 MULTI-THERAPY SERVICES, INC. 4.41 DR. ROBERTSON TUCKER WES HORIZONS 30.00 LAJEWEL HARRISON MULTI-THERAPY SERVICES, INC. 1.34 WES HORIZONS 13.10 WES HEALTH CENTERS 23.06 LYNNE HOPPER WES HORIZONS 33.75 MELANIE GRAY WES HEALTH CENTERS 28.12 WES HORIZONS 9.38 JOANN BELL WES HEALTH CENTERS 1.00 WES HORIZONS 1.00 WES COMMUNITY HEALTH SVS, NFP 0.10 ROBERT RICHMAN WES HEALTH CENTERS 0.50 WES HORIZONS 0.50 WES COMMUNITY HEALTH SVS, NFP 0.10 NICOLA MCLEOD PITTER WES HEALTH CENTERS 0.50 WES HORIZONS 0.50 WES COMMUNITY HEALTH SVS, NFP 0.10 TRINA NYCOL BROWN WES HEALTH CENTERS 0.50 WES HORIZONS 0.50 WES COMMUNITY HEALTH SVS, NFP 0.10 THE FILING ORGANIZATION DOES NOT PAY COMPENSATION TO ITS OFFICERS, DIRECTORS OR TRUSTEES. WES MANAGEMENT SERVICES, INC. (EIN# 23-3097690), A RELATED ORGANIZATION, ISSUES THE FORM W-2 BASED ON THE TOTAL COMPENSATION DISTRIBUTED TO THE RECIPIENT. COMPENSATION EXPENSES SHOWN ON PART IX IS ALLOCATED BASED UPON THE AMOUNT OF TIME DEVOTED TO EACH ORGANIZATION AND THE RELATED ORGANIZATIONS PER BOOKS AND RECORDS. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED THE PROCESS FROM PRIOR YEAR. PINNACLE ENTERPRISES LLC 1315 WINDRIM AVENUE PHILADELPHIA PA 19141 463103996 SEE PART VII PA -76061 -1369375 WES CORP WES HEALTH CENTERS INC 1315 WINDRIM AVENUE PHILADELPHIA PA 19141 232686276 SEE PART VII PA 501(C)(3) LINE 7 WES CORP 1 WES HORIZONS 1315 WINDRIM AVENUE PHILADELPHIA PA 19141 233097577 SEE PART VII PA 501(C)(3) LINE 7 WES CORP 1 WES COMMUNITY HEALTH SERVICES NFP 700 N SACRAMENTO BOULEVARD SUITE 20 CHICAGO IL 60612 231313476 SEE PART VII IL 501(C)(3) LINE 7 WES CORP 1 LINDLEY APARTMENTS LP 1315 WINDRIM AVENUE PHILADELPHIA PA 19141 364765959 LOW INCOME HOUSING PA N/A 0 0 WES MANAGEMENT SERVICES INC 1315 WINDRIM AVENUE PHILADELPHIA PA 19141 233097690 BUSINESS MANAGEMENT PA WES CORPORATION C 1.00000 1 WES VENTURES INC 1315 WINDRIM AVENUE PHILADELPHIA PA 19141 233036145 WORKFORCE DEVELOPMENT PA WES CORPORATION C 1.00000 1 MULTI-THERAPY SERVICES INC 900 HADDON AVENUE SUITE 233 COLLINGSWOOD NJ 08108 510390702 SEE PART VII DE WES CORPORATION C 0.51000 1 LINDLEY APARTMENTS GP LLC 1315 WINDRIM AVENUE PHILADELPHIA PA 19141 463093815 SEE PART VII PA WES CORPORATION C 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 WES HEALTH CENTERS INC R 6712306 FMV WES HORIZONS R 5429135 FMV WES MANAGEMENT SERVICES INC R 1643170 FMV WES VENTURES INC R 1055 FMV WES COMMUNITY HEALTH SERVICES NFP R 51445 FMV LINDLEY APARTMENTS GP LLC D 2569029 FMV MULTI-THERAPY SERVICES INC S 70000 FMV FORM 990, SCHEDULE R, PART I - PINNACLE PRIMARY ACTIVITY PINNACLE ENTERPRISES, LLC ("PINNACLE") - A FOR-PROFIT LIMITED LIABILITY COMPANY FORMED TO DEVELOP REAL ESTATE FOR WES HEALTH SYSTEM AND IS THE DEVELOPER FOR THE LINDLEY COURT PROJECT. FORM 990, SCHEDULE R, PART II - PRIMARY ACTIVITY WES HEALTH CENTERS, INC. OFFERS A CONTINUUM OF SERVICES TO HELP YOUNG ADULTS, ADULTS AND SENIORS WITH INTELLECTUAL DISABILITIES AND BEHAVIORAL HEALTH ISSUES. WES HORIZONS OFFERS A CONTINUON OF OUTPATIENT SERVICES FOR CHILDREN AND FAMILIES THAT DETECTS EMOTIONAL AND EDUCATIONAL DIFFICULTIES AND PROVIDES BEHAVIORAL HEALTH, SUBSTANCE ABUSE AND OTHER HUMAN SERVICES. WES COMMUNITY HEALTH SERVICES NFP IS ORGANIZED TO ADMINISTER HEALTH AND HUMAN SERVICES PROGRAMS FOR ILLIONIS RESIDENTS FORM 990, SCHEDULE R, PART IV - MULTI-THERAPY AND LINDLEY APTS GP MULTI-THERAPY SERVICES ("MTS") PROVIDES COUNSELING AND EVALUATION SERVICES FOR THE STATE OF NEW JERSEY DEPARTMENT OF YOUTH AND FAMILY SERVICES. LINDLEY APARTMENTS GP. LLC - A FOR-PROFIT LIMITED LIABILITY COMPANY THAT IS THE GENERAL PARTNER FOR LINDLEY APARTMENTS, LP. A LIMITED PARTNERSHIP FORMED TO DEVELOP, CONSTRUCT, MAINTAIN AND OPERATE A 48-LIMIT, LOW-INCOME HOUSING TAX CREDIT PROJECT KNOWN AS LINDLEY COURT.