WESLEY GARDENS CORPORATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WESLEY GARDENS CORPORATION (EIN 22-3139841)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-10
- IRS object ID
- 201413149349302586
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-10T15:51:30-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223139841 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEY GARDENS CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WESL | BusinessNameControlTxt |
| Phone | 5852412131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 UPTON PARK | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 146071500 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT W JONES III | PersonNm |
| Person Title | PRES/CEO | PersonTitleTxt |
| Phone | 5852412131 | PhoneNum |
| Signature | 2014-11-06 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT W JONES III | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 UPTON PARK | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 146071500 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,062,366 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WESLEYGARDENS.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO OWN AND OPERATE A 200 BED SKILLED NURSING FACILITY TO PROVIDE HEALTH, RECREATION, SOCIAL AND RELIGIOUS SERVICES TO THE ELDERLY AND INFIRMED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 476 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,781,698 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,001,402 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,068 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,207 | CYInvestmentIncomeAmt |
| PY Other Revenue | $33,610 | PYOtherRevenueAmt |
| CY Other Revenue | $31,757 | CYOtherRevenueAmt |
| PY Total Revenue | $14,819,376 | PYTotalRevenueAmt |
| CY Total Revenue | $15,062,366 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,452,810 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,459,782 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,279,434 | PYOtherExpensesAmt |
| CY Other Expenses | $5,925,114 | CYOtherExpensesAmt |
| PY Total Expenses | $14,732,244 | PYTotalExpensesAmt |
| CY Total Expenses | $15,384,896 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $87,132 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$322,530 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,664,236 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,060,259 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,145,451 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,559,835 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$4,481,215 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,499,576 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WESLEY GARDENS (WESLEY)IS A NOT-FOR-PROFIT NURSING HOME THAT CONSTANTLY PUTS RESIDENTS FIRST. YOUR LOVED ONE IS TOP PRIORITY. ALTHOUGH WE USE OUR FINANCES WISELY, WE DO NOT HAVE ANY OWNERS OR INVESTORS TRYING TO INCREASE PROFITS. INSTEAD, ALL PROFIT GOES RIGHT BACK INTO WESLEY. THIS ALLOWS US TO KEEP OUR PRICE LOW, DO WHAT IS BEST FOR OUR RESIDENTS. IF THE REHAB UNIT NEEDS A PARTICULAR PIECE OF EQUIPMENT, WE CAN PURCHASE IT; OR IF WE NEED TO UPGRADE OUR NURSE CALL SYSTEM, WE WILL MAKE THE INVESTMENT. AT WESLEY, WE DON'T PLEDGE ALLEGIANCE TO A COMPANY, WE PLEDGE OUR ALLEGIANCE TO YOU & YOUR LOVED ONE. WESLEY & ITS CORP. AFFILIATES EXIST TO MEET THE DIVERSE NEEDS OF THE MARKETPLACE THROUGH LONG TERM HEALTH CARE & REHAB. SERVICES. WE ARE COMMITTED TO PROVIDING QUALITY SERVICE AT COMPETITIVE PRICES WHILE RESPONDING TO THE CHANGING NEEDS & PREFERENCES OF INDIVIDUALS & THEIR FAMILIES. OUR COMMITMENT COMBINES HOSPITALITY & COMPASSION, WITH PROGRAM EXCELLENCE & FISCAL INTEGRITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,790,742 | ExpenseAmt |
| Revenue | $15,001,402 | RevenueAmt |
| Desc | WESLEY GARDENS CORPORATION OWNS AND OPERATES A 200 BED SKILLED NURSING FACILITY IN ROCHESTER, NY. REVENUES AND EXPENSES ARE INCURRED IN PROVIDING 62,519 DAYS OF CARE TO RESIDENTS 24 HOURS PER DAY. REVENUES ARE FOR CHARGES FOR ROOM AND BOARD AND ANCILLARY SERVICES, SUCH AS PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY. EXPENSES CONSIST OF PAYROLL AND RELATED BENEFITS AND SUPPORT SERVICES. IT DOES NOT INCLUDE MANAGEMENT AND GENERAL EXPENSES. | Desc |
| Total Program Service Expenses | $13,790,742 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 476 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICH MILEO | PersonNm |
| Phone | 5852412131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 UPTON PARK | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14607 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| LAWRENCE W BELLE | |||||||
| CHAIRMAN OF THE BOARD | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NICKI MOREY | |||||||
| SECRETARY/TREASURER | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATHY KING-GRISWOLD | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT MADDAMMA | |||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT W JONES III | |||||||
| PRESIDENT/CEO | 39.00 | Yes (X) | Yes (X) | $218,185 | $0 | $33,143 | |
| RICHARD MILEO | |||||||
| CFO/ASSISTANT TREASURER | 39.00 | Yes (X) | $127,355 | $0 | $20,563 | ||
| TAMRA TITUS | |||||||
| ASSISTANT SECRETARY | 39.00 | Yes (X) | $63,875 | $0 | $9,792 | ||
| JAMIE CLARK | |||||||
| DIRECTOR OF REHAB SERVICES | 40.00 | $129,042 | $0 | $19,188 | Yes (X) | ||
| FRANCIS D'AMICO | |||||||
| ASSISTANT ADMINISTRATOR | 40.00 | $122,856 | $0 | $20,563 | Yes (X) | ||
| AMY MOE | |||||||
| DIRECTOR OF NURSING | 40.00 | $101,548 | $0 | $20,563 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $762,861 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $123,812 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| US FOODSERVICE | |||||
| 1250 SCOTTSVILLE RD | ROCHESTER | NY | 14624 | DIETARY PRODUCTS | $414,775 |
| KINNY DRUG | |||||
| PO BOX 988 | BUFFALO | NY | 14213 | PHARMACEUTICALS | $351,057 |
| STRONG HEALTH GG | |||||
| 495 E HENRIETTA ROAD | ROCHESTER | NY | 14620 | MEDICAL SERVICES | $247,747 |
| ANGELICA CORP | |||||
| PO BOX 823283 | PHILADELPHIA | PA | 191823283 | LAUNDRY SERVICES | $186,074 |
| MDS CONSULTANTS | |||||
| 137 RAE DRIVE | ROCHESTER | NY | 14626 | MDS COMPLETIONS | $104,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $25,000 | RelatedOrganizationsAmt |
| Total Contributions | $25,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SKILLED NURSING CARE | 623000 | $14,993,696 | $14,993,696 |
| PATIENT SHARED SAVINGS | 623000 | $7,706 | $7,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,001,402 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,207 | TotalRevenueColumnAmt |
| Exclusion | $4,207 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| REBATES | 900099 | $23,218 | $23,218 |
| VENDING & BEAUTY SHOP | 900099 | $4,014 | $4,014 |
| MEDICAL RECORDS COPIES | 900099 | $3,886 | $3,886 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $639 | TotalRevenueColumnAmt |
| Exclusion | $639 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $31,757 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,062,366 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,001,402 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $35,964 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $474,538 | TotalAmt |
| Management And General | $474,538 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,995,420 | TotalAmt |
| Program Services | $6,667,961 | ProgramServicesAmt |
| Management And General | $327,459 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,167 | TotalAmt |
| Program Services | $7,921 | ProgramServicesAmt |
| Management And General | $42,246 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,393,730 | TotalAmt |
| Program Services | $1,311,928 | ProgramServicesAmt |
| Management And General | $81,802 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $545,927 | TotalAmt |
| Program Services | $491,493 | ProgramServicesAmt |
| Management And General | $54,434 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,270 | TotalAmt |
| Management And General | $22,270 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,626 | TotalAmt |
| Management And General | $59,626 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,026 | TotalAmt |
| Management And General | $28,026 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,332 | TotalAmt |
| Program Services | $568,622 | ProgramServicesAmt |
| Management And General | $36,710 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,553 | TotalAmt |
| Program Services | $172,398 | ProgramServicesAmt |
| Management And General | $19,155 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,575,751 | TotalAmt |
| Program Services | $1,547,211 | ProgramServicesAmt |
| Management And General | $28,540 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $710,605 | TotalAmt |
| Program Services | $639,544 | ProgramServicesAmt |
| Management And General | $71,061 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,536 | TotalAmt |
| Program Services | $11,536 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,171 | TotalAmt |
| Program Services | $517,654 | ProgramServicesAmt |
| Management And General | $57,517 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,614 | TotalAmt |
| Program Services | $131,953 | ProgramServicesAmt |
| Management And General | $14,661 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| NYS CASH RECEIPTS ASSES | $700,670 | $630,603 | $70,067 |
| PURCHASED SERVICES | $612,253 | $474,782 | $137,471 |
| BAD DEBT EXPENSE | $200,000 | $180,000 | $20,000 |
| LOSS ON DISPOSAL OF ASS | $166,080 | $149,472 | $16,608 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,627 | TotalAmt |
| Program Services | $287,664 | ProgramServicesAmt |
| Management And General | $31,963 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,384,896 | TotalAmt |
| Program Services | $13,790,742 | ProgramServicesAmt |
| Management And General | $1,594,154 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,108 | BOYAmt |
| EOY | $200,661 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,540,685 | BOYAmt |
| EOY | $1,890,653 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,328 | BOYAmt |
| EOY | $44,465 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,800 | BOYAmt |
| EOY | $174,144 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,437,827 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,698,449 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,596,989 | BOYAmt |
| EOY | $4,739,378 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,234,326 | BOYAmt |
| EOY | $2,010,958 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,664,236 | BOYAmt |
| EOY | $9,060,259 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $816,715 | BOYAmt |
| EOY | $1,359,472 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,886 | BOYAmt |
| EOY | $88,501 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,656,763 | BOYAmt |
| EOY | $6,239,912 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,568,087 | BOYAmt |
| EOY | $2,871,950 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,145,451 | BOYAmt |
| EOY | $10,559,835 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$4,481,215 | BOYAmt |
| EOY | -$1,499,576 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$4,481,215 | BOYAmt |
| EOY | -$1,499,576 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,664,236 | BOYAmt |
| EOY | $9,060,259 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$322,530 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $3,304,169 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,287 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $201,549 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,236 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $25,000 | CurrentTaxYearAmt |
| Total | $276,072 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,853,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,661,639 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,197,974 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,781,698 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,001,402 | CurrentTaxYearAmt |
| Total | $71,496,183 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,867,757 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,863,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,233,210 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,781,698 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,026,402 | CurrentTaxYearAmt |
| Total | $71,772,255 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $71,772,255 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,719 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,289 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,524 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,068 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,207 | CurrentTaxYearAmt |
| Total | $30,807 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,719 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,289 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,524 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,068 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,207 | CurrentTaxYearAmt |
| Total | $30,807 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $77,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,021 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,613 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,610 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,757 | CurrentTaxYearAmt |
| Total | $214,481 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,958,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,896,498 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,280,347 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,819,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,062,366 | CurrentTaxYearAmt |
| Total | $72,017,543 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99660 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99550 | PublicSupportPY509Pct |
| Investment Income CY | 0.00040 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00140 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, LINE 12, EXPLANATION FOR OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | VENDING & BEAUTY SHOP MEDICAL RECORDS COPIES REBATES MISCELLANEOUS | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $260,000 | OtherCostOrOtherBasisAmt |
| Book Value | $260,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,880,800 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,431,371 | DepreciationAmt |
| Book Value | $3,449,429 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,080,190 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,071,819 | DepreciationAmt |
| Book Value | $1,008,371 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $216,837 | OtherCostOrOtherBasisAmt |
| Depreciation | $195,259 | DepreciationAmt |
| Book Value | $21,578 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,739,378 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ESCROW DEPOSITS | $1,402,669 |
| RESIDENT FUNDS | $88,501 |
| OTHER RECEIVABLE | $698 |
| DEFERRED FINANCING COSTS, NET | $471,590 |
| DEFERRED COMPENSATION | $47,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,010,958 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $1,007,841 |
| DUE TO THIRD PARTY PAYERS | $801,089 |
| PENSION LIABILITY | $1,022,500 |
| CAPITAL LEASE PAYMENTS | $40,520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,871,950 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,062,366 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,062,366 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,062,366 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,384,896 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,384,896 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,384,896 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2013, 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 2009. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT W JONES III | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $195,609 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $22,576 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $17,500 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $15,643 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $251,328 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE COMPENSATION COMMITTEE IS COMPRISED OF THE WESLEY GROUP BOARD MEMBERS AS FOLLOWS: LAWRENCE BELLE, KATHY KING-GRISWOLD, WILLIAM WALENCE AND WARREN WELCH. THE INDEPENDENT COMPENSATION CONSULTANT WAS THE BURKE GROUP WHO PRESENTED A WRITTEN ANALYSIS TO THE COMPENSATION COMMITTEE. THIS ANALYSIS INCLUDED SALARIES 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 2013 AND WAS MADE PART OF HIS 2013 EMPLOYMENT CONTRACT. THIS CONTRACT WAS APPROVED BY THE BOARD AND THE COMPENSATION COMMITTEE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. THIS INCLUDES BUT IS NOT LIMITED TO: - SUPPORT AND ASSIST IN THE PLANNING AND COORDINATION OF THE HEALTH CARE SERVICES OF WESLEY GARDENS; - MONITOR AND GUIDE WESLEY IN FURTHERANCE OF PROVIDING EFFICIENT, EFFECTIVE AND ECONOMICAL HEALTH CARE SERVICES; - DO ANY OTHER ACT OR THING INCIDENTAL TO OR CONNECTED WITH THE FOREGOING PURPOSES OR IN ADVANCEMENT THEREOF, BUT NOT FOR THE PECUNIARY PROFIT OF ANY PRIVATE PERSON. IN FURTHURANCE 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 2013: NICKI MOREY, GEORGE WALLACE, ROBERT CEWIS, JASON ROSENBERG, WARREN WELCH, SAM OGIE, AND ROBERT W. JONES, III. THE FOLLOWING BOARD MEMBERS SERVED ON THE BOARD OF UPTON FOUNDATION DURING 2013: LAWRENCE BELLE, RICK KREMPIN, JUDY WILLIS, GEORGE WALLACE AND ROBERT W. 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 XI, LINE 9: | CHANGE IN FUNDED STATUS OF PENSION PLAN 3,304,169. CHANGE IN FUNDED STATUS OF PENSION PLAN |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| UPTON FOUNDATION INC DBA 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 HOUSING AND HEALTHCARE SERVICES TO SENIOR CITIZENS | NY | 501C3 | LINE 11A, I | N/A | 0 |
| WESLEY ON EAST LTD | ||||||||||
| 3 UPTON PARK | ROCHESTER | NY | 14607 | 160801793 | OPERATED A SKILLED NURSING FACILITY - CLOSED IN 2003 | NY | 501C3 | LINE 9 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments