2014-11-17T10:06:24-06:00 2013-12-31 251031405 MCGILL POWER BELL & ASSOCIATES LLP 623 STATE STREET MEADVILLE PA 16335 990 2013-01-01 250425760 WESBURY UNITED METHODIST COMMUNITY WESB 8143329000 31 N PARK AVENUE EXT MEADVILLE PA 16335 BRIAN NAGEOTTE CFO 8143329000 2014-11-13 BRUCE LAWRENCE P01329574 8147245890 2013 2015-11-30 17:44:51Z DONALD E CLAWSON 31 N PARK AVENUE EXT MEADVILLE PA 16335 23432046 0 X WWW.WESBURY.COM X 1955 PA PROVIDE INDIVIDUALIZED, PROACTIVE HEALTH CARE AND LIFE ENRICHMENT SERVICES TO ASSIST MATURE ADULTS IN MAINTAINING THEIR INDEPENDENCE, DIGNITY AND SPIRITUAL WHOLENESS IN A SECURE, CHRISTIAN ENVIRONMENT. 15 14 516 220 0 0 0 0 22368444 23169441 176904 214093 32230 48512 22577578 23432046 0 0 0 0 12206330 12789005 0 0 0 9126408 9970154 21332738 22759159 1244840 672887 42521043 41783745 26210299 23734522 16310744 18049223 PROVIDE INDIVIDUALIZED, PROACTIVE HEALTH CARE AND LIFE ENRICHMENT SERVICES TO ASSIST MATURE ADULTS IN MAINTAINING THEIR INDEPENDENCE, DIGNITY AND SPIRITUAL WHOLENESS IN A SECURE, CHRISTIAN ENVIRONMENT. 0 0 17747307 23217953 WESBURY OPERATES A CONTINUING CARE RETIREMENT COMMUNITY (CCRC) WHICH PROVIDES HOUSING AND HEALTH SERVICES TO ELDERLY INDIVIDUALS. THE RESIDENTIAL COMMUNITY IS MADE UP OF THOBURN VILLAGE, A NEIGHBORHOOD THAT INCLUDES 64 INDEPENDENT LIVING VILLAS AND 16 APARTMENTS; CRIBBS RESIDENTIAL CENTER WHICH PROVIDES PERSONAL CARE SERVICES TO RESIDENTS IN 91 UNITS, AND GRACE HEALTH CENTER, A 210 BED SKILLED NURSING FACILITY WITH A MEMORY SUPPORT CENTER, A WOUND CARE PROGRAM AND FULL REHABILITATIVE SERVICES. 17747307 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 1 33 0 1 516 1 0 0 0 0 0 0 0 0 0 0 X 15 14 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X ACCOUNTING DEPARTMENT 8143329000 31 NORTH PARK AVE EXTENSION MEADVILLE PA 16335 DORIS HARVEY ASSISTANT SECRETARY 1.00 1.00 X X 0 0 0 MARSHA RYND SECRETARY 1.00 1.00 X X 0 0 0 TIMOTHY J BRACKEN CHAIRPERSON 1.00 3.00 X X 0 0 0 ROBERT M MOYERS BOARD MEMBER 1.00 X 0 0 0 ROBERT W WAID BOARD MEMBER 1.00 1.00 X 0 0 0 RICHARD TEUBERT VICE CHAIRPERSON 1.00 3.00 X X 0 0 0 RICHARD BURKHARDT ASST. TREASURER 1.00 1.00 X X 0 0 0 RICHARD HARTUNG RESIDENT REPRESENTATIVE 1.00 X 0 0 0 CHARLES J SWICK ESQ BOARD MEMBER 1.00 X 0 0 0 ROBERT S WAID BOARD MEMBER 1.00 X 0 0 0 THOMAS H JACKSON BOARD MEMBER 1.00 X 0 0 0 REV CYNTHIA K SCHNEIDER BOARD MEMBER 1.00 X 0 0 0 SHIRLEY MINNIS BOARD MEMBER 1.00 1.00 X 0 0 0 DONALD SNYDER BOARD MEMBER 1.00 X 0 0 0 WALLACE IRWIN TREASURER 1.00 2.00 X X 0 0 0 DONALD CLAWSON PRESIDENT 40.00 3.00 X 251062 0 11767 BRIAN NAGEOTTE CFO / COO 40.00 3.00 X 174962 0 8118 SUSANNE KELLY VP OF CORPORATE COMPLIANCE 40.00 X 103605 0 7315 529629 0 27200 3 0 1 0 ALLIANCE REHAB HVA 1520 KENSINGTON ROAD OAK BROOK IL 60523 REHABILITATION SERVICES 1255274 ASSOCIATED CONTRACTORS INC 182 WESTVIEW DRIVE MEADVILLE PA 16335 CONSTRUCTION 1040107 SODEXHO INC & AFFILIATES 4880 PAYSPHERE CIRCLE CHICAGO IL 60674 FOOD SERVICES 1028937 NORTHWEST PHARMACY SOLUTION 740 NORTH MAIN STREET MEADVILLE PA 16335 PHARMACY SERVICES 444284 BAILEY MEDICAL ASSOCIATES 901 WATER ST MEADVILLE PA 16335 PATIENT MEDICAL CARE SERVICES 139032 5 CARE OF ELDERLY PEOPLE 623000 23169441 23169441 23169441 106988 106988 50314 0 50314 50314 50314 107105 0 107105 107105 107105 MISCELLANEOUS REVENUE 900099 -1802 -1802 -1802 23432046 23217953 0 214093 423421 423421 10104227 8288268 1815959 271348 217078 54270 1162806 928117 234689 827203 645218 181985 64183 64183 314205 314205 257250 257250 1382075 1211991 170084 2333824 1806928 526896 109710 109710 1582512 1234359 348153 SPECIAL SERVICE EXPENSE 1571047 1571047 FOOD 1453717 1453717 MISCELLANEOUS 609778 137859 471919 REPAIRS 241721 188542 53179 50132 50132 22759159 17747307 5011852 0 1900 1900 4164906 2182954 3108002 3181567 82766 70337 145083 142751 56776715 26978760 29139316 29797955 5245862 5875285 505265 414523 127943 116473 42521043 41783745 1774809 1799226 5074482 4391691 64734 66739 17740196 16555532 1556078 921334 26210299 23734522 X 16310744 18049223 16310744 18049223 42521043 41783745 X 672887 430849 634743 X 0 1 X 1 0 X 21071426 21969584 21869167 22368444 23169441 110448062 21071426 21969584 21869167 22368444 23169441 110448062 0 0 0 110448062 208504 153042 161799 143279 157302 823926 208504 153042 161799 143279 157302 823926 21173 1577 14420 -1802 35368 21279930 22143799 22032543 22526143 23324941 111307356 0.99230 0.99160 0.00740 0.00800 X 0 1 X 2496837 409725 18423 2888139 2228916 285157 17236 2496837 2270384 -27300 14168 2228916 2066676 211292 7584 2270384 1641532 440334 15190 2066676 1.00000 1 0 368552 368552 43766891 17165379 26601512 11119269 8713574 2405695 1522003 1099807 422196 29797955 VALUATION OF DERIVATIVE INSTRUMENTS 921334 921334 X PART IV, LINE 2B: THE ORGANIZATION HOLDS A CASH ACCOUNT FOR RESIDENT FUNDS. THESE FUNDS ARE USED ACCORDING TO RESIDENT'S REQUESTS. PART V, LINE 4: THE ORGANIZATION USES THE ENDOWEMENT FUNDS TO HELP FURTHER ITS EXEMPT PURPOSE PART X, LINE 2: MANAGEMENT HAS DETERMINED THE ORGANIZATION HAD NO ACTIVITIES SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT) DURING THE YEARS ENDED DECEMBER 31, 2013 AND 2012. THE ORGANIZATION HAS NOT BEEN SUBJECT TO ANY INCOME TAX PENALTIES OR INTEREST FOR ALL OPEN TAX YEARS. THE OPEN AUDIT PERIODS FOR THE ORGANIZATION ARE 2010, 2011, 2012 AND 2013 YEAR ENDS. X 1 1 X X X X 0 1 0 0 0 0 0 0 0 DONALD CLAWSON PRESIDENT 249209 0 0 0 1853 0 6469 0 5298 0 262829 0 0 0 BRIAN NAGEOTTE CFO / COO 168920 0 0 0 6042 0 5279 0 2839 0 183080 0 0 0 PART I, LINE 4B DONALD CLAWSON - DIRECTOR - $12,000 BRIAN NAGEOTTE - CFO/COO - $8,900 A CRAWFORD COUNTY HOSPITAL AUTHORITY 251535164 2009-11-13 16500000 REDEMPTION OF 1999 BONDS AND NEW CONSTRUCTION. 0 0 0 A 2379306 4757572 122945 4634627 2012 1 0 1 1 A 0 0 0 0 1 1 FIRST NATIONAL BANK 10.000000000000 0 0 0 0 0 A 0 LANCE JOHNSON OF ASSOCIATED CONTRACTORS INC ENTITY MORE THAN 35% OWNED BY LANCE JOHNSON, FORMER BOARD MEMBER 1040107 CONSTRUCTION 0 ANDREW CLAWSON FAMILY RELATIONSHIP TO OFFICER 44763 COMPENSATION 0 CHRISTOPHER CLAWSON FAMILY RELATIONSHIP TO OFFICER 41795 COMPENSATION 0 FORM 990, PART VI, SECTION A, LINE 2 ROBERT W. WAID AND ROBERT S. WAID ARE FATHER AND SON. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE CFO AND THE CONTROLLER BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES BOARD MEMBERS TO SIGN THE CONFLICT OF INTEREST POLICY FORM EVERY YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE CEO IS DETERMINED BY A COMPENSATION COMMITTEE USING COMPARABLE DATA. THE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY USING COMPARABLE DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET UNREALIZED GAIN ON CHANGE IN MARKET VALUE OF DERIVATIVE INSTRUMENT 634,743. THE WESBURY FOUNDATION 31 NORTH PARK AVENUE EXTENSION MEADVILLE PA 16335 251778886 RAISING MONIES FOR THE SUPPORT OF WESBURY UNITED METHODIST COMMUNITY PA 501(C)3 LINE 11A, I WESBURY UNITED METHODIST COMMUNITY 1 WESBURY HILLSIDE HOME 535 WILLIAMSON ROAD MEADVILLE PA 16335 250986047 PROVIDING HEALTH CARE SERVICES TO ELDERLY INDIVIDUALS PA 501(C)3 LINE 9 WESBURY UNITED METHODIST COMMUNITY 1 THE ANNESLEY ASSOCIATION OF SENIOR HEALTH SERVICES 31 NORTH PARK AVENUE EXTENSION MEADVILLE PA 16335 251823932 DEVELOPMENT OF PLANS FOR MULTIPLE SENIOR CITIZEN HOUSING PROJECTS PA 501(C)3 LINE 11A, I WESBURY UNITED METHODIST COMMUNITY 1 1 0 0 0 1 0 0 0 0 1 0 0 1 1 1 0 1 0 0 THE WESBURY FOUNDATION A 12600