2015-05-07T07:16:54-05:00 2014-12-31 990 2014-01-01 223139841 WESLEY GARDENS CORPORATION WESL 5852412131 3 UPTON PARK ROCHESTER NY 146071500 ROBERT W JONES III PRES/CEO 5852412131 2015-05-01 2014 2016-02-25 16:41:14Z ROBERT W JONES III 3 UPTON PARK ROCHESTER NY 146071500 16157779 0 X WWW.WESLEYGARDENS.COM X 1991 NY TO OWN AND OPERATE A 200 BED SKILLED NURSING HOME TO PROVIDE HEALTH, RECREATION, SOCIAL AND RELIGIOUS SERVICES TO THE ELDERLY AND INFIRMED. 5 4 482 25 0 0 25000 26891 15001402 16047164 4207 6934 31757 76790 15062366 16157779 0 0 0 0 9459782 9630295 0 0 0 5925114 5937618 15384896 15567913 -322530 589866 9060259 8176836 10559835 8035045 -1499576 141791 WESLEY GARDENS (WESLEY)IS COMMITTED TO PROVIDING QUALITY SERVICE AT COMPETITIVE PRICE WHILE RESPONDING TO THE CHANGING NEEDS AND PREFERENCES OF INDIVIDUALS AND THEIR FAMILIES. 0 0 13806792 16047164 WESLEY GARDENS PROVIDES SKILLED NURSING CARE AND REHABILITATION IN A 200 BED FACILITY. 13806792 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 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 13 0 1 482 1 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 RICH MILEO 5852412131 3 UPTON PARK ROCHESTER NY 14607 X ROBERT MADDAMMA CHAIRMAN OF THE BOARD 0.30 X X 0 0 0 WILLIAM WALENCE SECRETARY/TREASURER 0.30 X X 0 0 0 DAVID OLIVEIRI DIRECTOR 0.30 X 0 0 0 LAWRENCE WBELLE DIRECTOR 0.30 X 0 0 0 ROBERT W JONES III PRESIDENT/CEO 39.00 X X 239342 0 26151 RICHARD MILEO CFO/ASSISTANT TREASURER 39.00 X 143491 0 20781 TAMRA TITUS ASSISTANT SECRETARY 39.00 X 62648 0 10365 JAMIE CLARK DIRECTOR OF REHAB SERVICES 40.00 X 136178 0 20863 FRANCIS D'AMICO ASSISTANT ADMINISTRATOR 40.00 X 135879 0 19139 AMY MOE DIRECTOR OF NURSING 40.00 X 106933 0 20267 824471 0 117566 5 0 1 0 KINNY DRUG PO BOX 988 BUFFALO NY 14213 PHARMACEUTICALS 466674 US FOODSERVICE 1250 SCOTTSVILLE RD ROCHESTER NY 14624 DIETARY PRODUCTS 436536 STRONG HEALTH 495 E HENRIETTA ROAD ROCHESTER NY 14620 MEDICAL SERVICES 320263 THE TIPPING POINT 1349 UNIVERSITY ROCHESTER NY 14607 MARKETING 195920 ANGELICA CORP PO BOX 823283 PHILADELPHIA PA 191823283 LAUNDRY SERVICES 191346 6 26891 26891 SKILLED NURSING CARE 623000 16036046 16036046 PATIENT SHARED SAVINGS 623000 11118 11118 16047164 6934 6934 REBATES 900099 66483 66483 VENDING & BEAUTY SHOP 900099 3901 3901 MEDICAL RECORDS COPIES 900099 3480 3480 2926 2926 76790 16157779 16047164 0 83724 504515 504515 7143284 6719571 423713 61424 9699 51725 1367846 1261623 106223 553226 489749 63477 41526 41526 45702 45702 26904 26904 673626 624570 49056 190952 171857 19095 1754061 1724366 29695 657541 591787 65754 10583 10583 577206 519485 57721 129895 116906 12989 NYS CASH RECEIPTS ASSES 678556 610700 67856 PURCHASED SERVICES 629497 486484 143013 BAD DEBT EXPENSE 398328 358495 39833 OTHERS 123241 110917 12324 15567913 13806792 1761121 0 200661 176936 1890653 2312610 44465 45257 174144 159137 18614757 14240599 4739378 4374158 2010958 1108738 9060259 8176836 1359472 1152940 88501 90715 6239912 5762252 2871950 1029138 10559835 8035045 X -1499576 141791 -1499576 141791 9060259 8176836 589866 1051501 X X 0 1 X 1 1 1 X 201549 35236 25000 26891 288676 13661639 15197974 14781698 15001402 16047164 74689877 13863188 15233210 14781698 15026402 16074055 74978553 0 0 0 74978553 4289 4524 4068 4207 6934 24022 4289 4524 4068 4207 6934 24022 29021 42613 33610 31757 76790 213791 13896498 15280347 14819376 15062366 16157779 75216366 0.99680 0.99660 0.00030 0.00040 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: VENDING BEAUTY SHOP MEDICAL RECORDS COPIES REBATES MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 260000 260000 7901438 4710259 3191179 10231309 9331282 900027 222010 199058 22952 4374158 ESCROW DEPOSITS 473199 RESIDENT FUNDS 90715 DEFERRED FINANCING COSTS, NET 444633 DEFERRED COMPENSATION PLAN 100191 1108738 DUE TO THIRD PARTY PAYORS 728947 PENSION LIABILITY 300191 1029138 X 16157779 0 16157779 0 16157779 15567913 0 15567913 0 15567913 PART IV, LINE 2B: RESIDENTS' FUNDS ARE HELD BY WESLEY GARDENS ON BEHALF OF THE RESIDENTS. THESE FUNDS ARE DISBURSED AT THE REQUEST OF, OR ON BEHALF OF, RESIDENTS FOR THEIR PERSONAL USE. PART X, LINE 2: FOR TAX EXEMPT ENTITIES, THEIR TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, SINCE EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2014, THE COMPANY DOES NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE COMPANY FILES INFORMATIONAL TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THE COMPANY IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS THROUGH 2010. X X X X X 0 0 0 0 0 0 0 0 0 ROBERT W JONES III PRESIDENT/CEO 211342 0 28000 0 0 0 17500 0 8651 0 265493 0 0 0 PART I, LINE 3 THE COMPENSATION COMMITTEES IS COMPRISED OF THE WESLEY GROUP BOARD MEMBERS AS FOLLOWS: LAWRENCE BELLE, KATHY KING-GRISWOLD, WILLIAM WALENCE AND WARREN WELCH. THE INDEPENDENT COMPENDATION CONSULTANT WAS THE BURKE GROUP WHO [RESEMTED A WRITTEN ANALYSIS TO THE COMPENSATION COMMITTEE. THIS ANALYSIS INCLUDE SALRIES OF CEO'S IN OUR AREA FOR SKILLED NURSING FACILITIES OF SIMILAR SIZE AS WESLEY GARDENS. THE COMPENSATION STUDY LED TO THE RECOMMENDED BASE SALARY AND PAID TIME OFF FOR PRESIDENT/CEO ROBERT W. JONES, III FOR 2014 AND WAS MADE PART OF HIS 2014 EMPLOYMENT CONTRACT. THIS CONTRACT WAS APPROVED BY THE BOARD AND THE COMPENSATION COMMITTEE. 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 GARDENS 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 WESLEY GROUP BOARD OF DIRECTORS ARE THE MEMBERS OF THE WESLEY GARDENS BOARD. THE GROUP'S DIRECTORS ARE DIVIDED INTO THREE CLASSES. THE MEMBERS HAVE ALL RIGHTS AND POWERS OF 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 ENUMERATED IN SECTION 202 OF THE NOT-FOR-PROFIT CORPORATION LAW. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY WESLEY GARDEN MANAGEMENT AND THEN SENT TO THE OUTSIDE ACCOUNTANTS FOR REVIEW. ONCE THE FORM 990 HAS BEEN REVIEWED BY THE OUTSIDE ACCOUNTANTS AND ALL QUESTIONS ARE 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 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 WHISTLE BLOWING. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS CEO/EVALUATION COMPENSATION COMMITTEE CONSISTS OF FOUR BOARD MEMBERS WHO ARE APPROVED ANNUALLY TO SERVE ON THIS COMMITTEE. THE COMMITTEE ANNUALLY REVIEWS ACCOMPLISHMENTS AND SETS GOALS FOR THE CEO. AN INDEPENDENT COMPENSATION CONSULTANT PROVIDES A COMPETITIVE WAGE ANALYSIS AND RECOMMENDATION 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 ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE IRS 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 PK, ROCHESTER, NY 14607-1545; OR BY CALLING THE ORGANIZATION DIRECTLY AT (585) 241-2131. FORM 990 PART VII SECTION A THE FOLLOWING BOARD MEMBERS SERVED ON THE BOARD OF THE WESLEY GROUP DURING 2014; WARREN WELCH, SAM OGIE, ROBERT LEWIS, ROBERT MADDAMMA, JASON ROSENBERG, JUDY WILLIS AND ROBERT JONES, III, THE FOLLOWING BOARD MEMBERS SERVED ON THE BOARD ON THE OF UPTON FOUNDATION DURING 2014; JUDY WILLIS, RICK KREMPIN, LARRY BELLE AND ROBERT JONES, III. THE BOARDS MEET FIVE TIMES PER YEAR AND BUSINESS FOR WESLEY GARDENS, WESLEY GROUP, AND UPTON FOUNDATION IS DISCUSSED AT THOSE TIMES. ON AVERAGE, THE PEOPLE LISTED ABOVE WORK ABOUT 15 HOURS PER YEAR BETWEEN THE THREE COMPANIES. ADDITIONALLY, EMPLOYEES ROBERT W. JONES,III (PRESIDENT /CEO), RICH MILEO (ASSISTANT TREASURER), AND TAMRA TITUS (ASSISTANT SECRETARY) SERVE ON THE BOARDS OF ALL THREE COMPANIES AS WELL AS BEING EMPLOYED BY WESLEY GARDENS. THEIR TIME IS DURING REGULAR WORKING HOURS AND IS REFLECTED AS EMPLOYEES FORM 990 PART XII,LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR FORM 990 PART XI,LINE 9 CHANGES IN NET ASSETS: DEBT FORGIVENESS OF LOAN FROM AFFILIATES $976,501 GAIN FROM PENSION PLAN SETTLEMENT 75,000 1,051,501 UPTON FOUNDATION INCDBA FRIENDS OF WESLEY 3 UPTON PARK ROCHESTER NY 14607 161190284 CONDUCTS FUNDRAISING ACTIVITIES FOR THE BENEFIT OF OTHERS NY 501C3 LINE 9 N/A 0 THE WESLEY GROUP DBA WESLEY COMMUNITY 3 UPTON PARK ROCHESTER NY 14607 222874483 PROVIDE SERVICES TO SENIOR CITIZENS NY 501C3 LINE 11A, I N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 UPTON FOUNDATION INC DBA FRIENDS OF WESLEY C 515720 FORGIVENESS OF DEBT BALANCE WESLEY ON EAST LTD C 460781 FORGIVENESS OF DEBT BALANCE