2016-05-16T13:07:54-05:00 2015-06-30 MITCHELL & TITUS LLP ONE BATTERY PARK PLAZA NEW YORK NY 10004 990 2014-07-01 233048845 WES CORPORATION % JOHN LOCKARD WESC 2154553900 1315 Windrim Avenue PHILADELPHIA PA 19141 DAVID KITTKA CFO 2154553900 2016-05-13 true FREDERICK DAVIS P00446023 2127094500 2014 2016-08-17 19:52:53Z WES HEALTH SYSTEM DENNIS E COOK 1926 ARCH STREET 2ND FLOOR PHILADELPHIA PA 19103 1290748 false X www.drwes.org X 2000 PA Health, Human Services and Affordable Housing 5 4 28 4 0 757173 566843 141867 121587 8355 101 290925 602217 1198320 1290748 0 0 0 0 793485 962600 0 0 0 1073299 1013232 1866784 1975832 -668464 -685084 6394316 6074731 9757658 10123157 -3363342 -4048426 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. false false 480136 0 0 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. 378182 0 121587 HEALTH CLINIC, HEALTH SCREENING AND ASSESSMENTS: THE PROGRAM PROVIDES PHYSICAL HEALTH AND MENTAL HEALTH SCREENINGS AS WELL AS FAMILY PRACTICE CLINIC SERVICES. 93075 0 0 THE IN PERSON COUNSELOR PROGRAM CONDUCTS OUTREACH AND PUBLIC EDUCATION TO RAISE AWARENESS ABOUT THE AVAILABILITY OF QUALIFIED HEALTH PLANS. THE PROGRAM ASSIST CONSUMERS WITH SUBMITTING ELIGIBILITY APPLICATIONS AND HELPS CONSUMERS MAKE INFORMED DECISIONS DURING THE HEALTH COVERAGE SELECTION PROCESS. PINNACLE ENTERPRISES, LLC REAL ESTATE 0 0 601048 LINDLEY APTS AFFORDABLE HOUSING DEV FEE 0 0 1169 OTHER 0 0 602217 951393 true true false false false false false false false false true false false true true false false true false false false false false false false false false false false true false false false false false false false false false false false false true true true true false false true 19 0 true 28 true false false false false false false false false false false X 5 4 false false false false false false false true true false true true false true true true true true true true false GA IL PA X JOHN LOCKARD 2154562741 1315 WINDRIM AVENUE PHILADELPHIA PA 19141 DENNIS E COOK PRESIDENT AND CEO 3.6 61.4 X X 0 349904 47690 JOANN BELL VICE PRESIDENT - BOARD MEMBER 0.5 2.5 X X 0 0 0 ROBERT RICHMAN BOARD MEMBER 0.5 1.1 X 0 0 0 NICOLA MCLEOD PITTER BOARD MEMBER 0.5 1.1 X 0 0 0 TRINA NYCOL BROWN BOARD MEMBER 0.5 1.1 X 0 0 0 DAVID KITTKA CFO 1.59 35.91 X 0 169316 33639 DR ABAYOMI IGE MEDICAL DIRECTOR 0.0 47.1 X 0 314241 9751 DR ROBERTSON TUCKER PSYCHIATRIST 0.0 30.0 X 0 147803 4773 LAJEWEL HARRISON CHIEF OF STAFF 0.0 37.5 X 0 176022 5048 LYNNE HOPPER SR. VP OF OPERATIONS 0.0 37.5 X 0 158793 4477 GEORGE AGBUGUI CHIEF ADMINISTRATOR 0.2 37.3 X 0 139779 6543 0 1455858 111921 0 false true false 0 566843 566843 MEDICAL ASSISTANCE 621420 116489 116489 SELF-PAY 621420 5098 5098 121587 101 101 0 0 0 0 0 0 0 0 0 LINDLEY APTS AFFORDABLE HOUSING DEV FEE 900099 601048 601048 OTHER REVENUE 900099 1169 1169 602217 1290748 723804 101 0 0 0 0 0 0 633310 418102 215208 0 185508 2090 183418 0 107591 52854 54737 0 36191 31985 4206 0 0 0 0 0 0 0 228057 0 228057 0 2063 0 2063 0 160307 138218 22089 0 0 0 173289 147027 26262 0 35644 21713 13931 0 0 563 0 563 0 0 0 142853 0 142853 0 27618 26408 1210 0 PURCHASED PERSONNEL 79169 68652 10517 0 REPAIRS/MAINTENANCE 849 689 160 0 PIANNACLE OTHER ADMIN. EXP 107083 0 107083 0 LINDLEY OTHER ADMIN EXP 1590 0 1590 0 54147 43655 10492 1975832 951393 1024439 0 2062215 75612 0 416696 188386 878880 20960 230 0 0 0 0 0 0 0 0 8295 8277 5875463 1964599 3566696 3910864 0 0 0 0 0 0 0 0 547764 784172 6394316 6074731 682439 409342 0 0 0 0 0 0 0 0 0 0 2593580 3781990 0 0 6481639 5931825 9757658 10123157 X -3363342 -4048426 0 0 0 0 -3363342 -4048426 6394316 6074731 -685084 X false true X true false X 557907 814235 857601 757173 447503 3434419 0 0 557907 814235 857601 757173 447503 3434419 0 3434419 0 12508 16587 8355 101 37551 0 6714 0 339735 290925 721557 1358931 4830901 459425 0.71093 0.83427 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3847562 1139333 2708229 0 0 0 0 0 0 2027901 825266 1202635 3910864 BILLING IN PROCESS 5516 DEPOSITS 36654 OTHER ASSETS 483595 DUE TO AFFILIATES 0 CASH IN ESCROW ACCOUNT 258407 784172 0 DUE TO AFFILIATE 5898880 REFUNDABLE ADVANCE 32945 5931825 X X X X X X false false false false false false false false false DENNIS E COOK PRESIDENT AND CEO 0 349904 0 0 0 0 0 7500 0 40190 0 397594 0 0 DAVID KITTKA CFO 0 157616 0 11700 0 0 0 5780 0 27859 0 202955 0 0 DR ABAYOMI IGE MEDICAL DIRECTOR 0 230144 0 23798 0 60299 0 7500 0 2251 0 323992 0 0 DR ROBERTSON TUCKER PSYCHIATRIST 0 146228 0 1575 0 0 0 4773 0 0 0 152576 0 0 LAJEWEL HARRISON CHIEF OF STAFF 0 160947 0 15075 0 0 0 0 0 5048 0 181070 0 0 LYNNE HOPPER SR. VP OF OPERATIONS 0 144050 0 14743 0 0 0 4165 0 312 0 163270 0 0 Form 990, Part VI, Line 11b FORM 990 REVIEW PROCESS - THE 990 IS PREPARED BY WES' CPA/AUDIT FIRM. IT IS BASED ON THE ORGANIZATION'S 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 FOR REVIEW PRIOR TO IT BEING FILED WITH THE IRS. FORM 990, PART VI, 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, Line 15a & 15b 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 DOCUMENTED IN WRITING ALONG WITH EACH INDIVIDUAL BOARD MEMBER THAT VOTED ON THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, 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 THE AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS: NAME ENTITY HOURS DENNIS COOK WES HEALTH CENTERS 26.0 WES HORIZONS 19.3 WES COMMUNITY HEALTH SERVICES, NFP 3.1 WES VENTURES 1.0 WES MANAGEMENT SERVICES, INC. 7.0 MULTI-THERAPY SERVICES, INC. 2.3 LINDLEY APTS, GP 0.7 PINNACLE 2.0 DAVID KITTKA WES HEALTH CENTERS 17.81 WES HORIZONS 14.15 WES COMMUNITY HEALTH SERVICES, NFP 1.2 MULTI-THERAPY SERVICES, INC 1.72 PINNACLE 1.03 DR. ABAYOMI IGE WES HEALTH CENTERS 30.9 WES HORIZONS 16.2 DR. ROBERTSON TUCKER WES HORIZONS 30.0 LAJEWEL HARRISON WES HEALTH CENTERS 25.12 WES HORIZONS 12.38 LYNNE HOPPER WES HORIZONS 33.75 WES COMMUNITY HEALTH SERVICES, NFP 3.75 GEORGE AGBUGUI WES HEALTH CENTERS 31.3 WES HORIZONS 5.5 WES MANAGEMENT 0.39 WES COMMUNITY HEALTH SERVICES, NFP 0.11 JOANN BELL WES HORIZONS 1.0 WES HEALTH CENTERS 1.0 WES COMMUNITY HEALTH SVS, NFP 0.1 PINNACLE 0.4 ROBERT RICHMAN WES COMMUNITY HEALTH SVS, NFP 0.1 WES HEALTH CENTERS 0.5 WES HORIZONS 0.5 NICOLA MCLEOD PITTER WES COMMUNITY HEALTH SVS, NFP 0.1 WES HEALTH CENTERS 0.5 WES HORIZONS 0.5 TRINA NYCOL BROWN WES COMMUNITY HEALTH SVS, NFP 0.1 WES HEALTH CENTERS 0.5 WES HORIZONS 0.5 FORM 990, PART VII, SECTION A 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 VI, LINE 10A & 10B PINNACLE ENTERPRISES AND LINDLEY APTS, GP ARE SINGLE MEMBER LLCS. WES CORPORATION IS THE SOLE MEMBER. SINGLE MEMBER LLC IS DISREGARDED FOR FEDERAL TAX PURPOSES. WES CORPORATION'S WRITTEN POLICIES AND PROCEDURES APPLY TO DISREGARDED ENTITIES. LINDLEY APARTMENTS GP LLC 1926 ARCH STREET 2ND FLOOR PHILADELPHIA PA 19103 463093815 SEE PART VII PA -18344 0 WES CORP PINNACLE ENTERPRISES LLC 1926 ARCH STREET 2ND FLOOR PHILADELPHIA PA 19103 463103996 SEE PART VII PA 0 595385 WES CORP WES HEALTH CENTERS INC 1315 WINDRIM AVE PHILADELPHIA PA 19141 232686276 see Part VII PA 501(c)(3) 7 WES CORP true WES HORIZONS 1315 WINDRIM AVE PHILADELPHIA PA 19141 233097577 see Part VII PA 501(c)(3) 7 WES CORP true WES COMMUNITY HEALTH SERVICES NFP 542 S DEARBORN ST 8th Floor CHICAGO IL 60605 271313476 see Part VII IL 501(c)(3) 7 WES CORP true LINDLEY APARTMENTS LP 1926 ARCH STREET 2ND FLOOR PHILADELPHIA PA 19103 364765959 LOW INCOME HOUSIN PA NA NONE 0 0 WES MANAGEMENT SERVICES INC 1601 CHERRY ST SUITE 1310 PHILADELPHIA PA 19102 233097690 BUSINESS MGMT PA WES CORPORATION C CORP -167757 52898 1.00000 true WES VENTURES INC 1601 CHERRY ST SUITE 1310 PHILADELPHIA PA 19102 233036145 WORKFORCE DEV PA WES CORPORATION C CORP -10607 48944 1.00000 true MULTI-THERAPY SERVICES INC 900 Haddon Avenue Suite 233 Collingswood NJ 08108 510390702 See Part VII DE WES CORPORATION C Corp -181546 250214 0.51000 true false false false false false false false false false false false false false false false false true true WES HEALTH CENTERS INC s 8638439 FMV WES HORIZONS r 6534017 FMV WES MANAGEMENT SERVICES INC R 2083190 FMV PINNACLE R 260951 FMV WES COMMUNITY HEALTH SERVICES NFP S 83710 FMV Form 990, Schedule R, Part II - Wes Health Centers' 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. Form 990, Schedule R, Part II - Wes Horizons' Primary Activity WES HORIZONS OFFERS A CONTINUUM OF OUTPATIENT SERVICES FOR CHILDREN AND FAMILIES THAT DETECTS EMOTIONAL AND EDUCATIONAL DIFFICULTIES AND PROVIDES BEHAVIORAL HEALTH, SUBSTANCE ABUSE AND OTHER HUMAN SERVICES. Form 990, Schedule R, Part II - Wes COMMUNITY HEALTH SERVICES NFP WES COMMUNITY HEALTH SERVICES NFP IS ORGANIZED TO ADMINISTER HEALTH AND HUMAN SERVICES PROGRAMS FOR ILLINOIS RESIDENTS. Form 990, Schedule R, Part IV - Multi-Therapy Services MULTI-THERAPY SERVICES ("MTS") PROVIDES COUNSELING AND EVALUATION SERVICES FOR THE STATE OF NEW JERSEY DEPARTMENT OF YOUTH AND FAMILY SERVICES. Form 990, Schedule R, Part I - LINDLEY APTS GP AND PINNACLE Primary Activity: 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-UNIT, LOW-INCOME HOUSING TAX CREDIT PROJECT KNOWN AS LINDLEY COURT. PINNACLE ENTERPRISES, LLC - A FOR-PROFIT LIMITED LIABILITY COMPANY FORMED TO DEVELOP REAL ESTATE FOR WES HEALTH SYSTEM AND IS THE DEVELOPER FOR THE LINDLEY COURT PROJECT.