WESLEY ASI OF NORTHERN VIRGINIA: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
WESLEY ASI OF NORTHERN VIRGINIA (EIN 33-0998489)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-09-05
IRS object ID
201332489349300513
Schema version
2012v2.1
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

FieldValueIRS element (for citing)
Timestamp2013-09-05T09:15:57-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN521158459EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1HERTZBACH & COMPANY PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1800 RED BROOK BLVD SUITE 300AddressLine1
CityOWINGS MILLSCity
StateMDState
ZIP Code21117ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN330998489EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1WESLEY ASI OF NORTHERN VIRGINIABusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWESLNameControl
Phone7036423830Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line15515 CHEROKEE AVE NO 204AddressLine1
CityALEXANDRIACity
StateVAState
ZIP Code22312ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSHELLEY MURPHYName
TitleSECRETARYTitle
Phone7036423830Phone
Date Signed2013-09-03DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJEFFREY M KLEEMANName
PTINP00849057PTIN
Phone4103633200Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSHELLEY MURPHYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line15515 CHEROKEE AVE SUITE 204AddressLine1
CityALEXANDRIACity
StateVAState
ZIP Code22312ZIPCode
FieldValueIRS element (for citing)
Gross Receipts202607GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2002YearFormation
State Legal DomicileVAStateLegalDomicile
Activity Or Mission DescriptionPROVIDE LOW-INCOME HOUSING AND SERVICES TO HANDICAPPED PEOPLE LIVING IN 22 UNITSActivityOrMissionDescription
Nbr Voting Members Governing Body7NbrVotingMembersGoverningBody
Nbr Independent Voting Members6NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers105TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year183210ProgramServiceRevenuePriorYear
Program Service Revenue CY202557ProgramServiceRevenueCY
Investment Income Prior Year84InvestmentIncomePriorYear
Investment Income Current Year50InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year183294TotalRevenuePriorYear
Total Revenue Current Year202607TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year34612SalariesEtcPriorYear
Salaries Etc Current Year38603SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year183767OtherExpensePriorYear
Other Expenses Current Year179431OtherExpensesCurrentYear
Total Expenses Prior Year218379TotalExpensesPriorYear
Total Expenses Current Year218034TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-35085RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-15427RevenuesLessExpensesCY
Total Assets BOY2715330TotalAssetsBOY
Total Assets EOY2663556TotalAssetsEOY
Total Liabilities BOY3117021TotalLiabilitiesBOY
Total Liabilities EOY3080674TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY-401691NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY-417118NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE LOW INCOME HOUSING AND SERVICES FOR PERSONS WITH DISABILITIES IN A 22 UNIT FACILITY.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense205884Expense
Revenue202557Revenue
DescriptionPROVIDES 22 UNITS OF LOW-INCOME HOUSING AND SERVICES TO PERSONS WITH DISABILITIESDescription
Total Program Service Expense205884TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling1CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members7NbrVotingGoverningBodyMembers
Number Independent Voting Members6NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties1DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1WESLEY HOUSING DEVELOPMENT CORPORATIONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7036423830TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line15515 CHEROKEE AVE SUITE 204AddressLine1
CityALEXANDRIACity
StateVAState
ZIP Code22312ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (7 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
KAREN W BROWN MED CRC
SECRETARY/ TREASURER0.20XX000
DAVID BURDS
PRESIDENT / VICE PRESIDENT0.20XX000
MARY COCKER
BOARD MEMBER0.20X000
GEORGE KOSTEL
BOARD MEMBER0.20X000
SHELLEY MURPHY
ASSISTANT SECRETARY0.20XX015869612801
BETH PAUTLER
BOARD MEMBER0.20X000
STEPHEN VANDER SCHAAF
BOARD MEMBER0.20X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs158696TotalReportableCompFrmRltdOrgs
Total Other Compensation12801TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
RENTAL ASSISTANCE PAYM531110142036142036
RENTAL INCOME5311105510455104
LAUNDRY & VENDING53111053375337
TENANT CHARGES5311108080
FieldValueIRS element (for citing)
Total Program Service Revenue202557TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column50TotalRevenueColumn
Exclusion$50ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column202607TotalRevenueColumn
Related Or Exempt Function Income202557RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$50ExclusionAmount

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total30700Total
Program Services30700ProgramServices

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total5421Total
Program Services5421ProgramServices

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total2482Total
Program Services2482ProgramServices

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total19693Total
Program Services19693ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total12150Total
Management And General12150ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total33Total
Program Services33ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total6806Total
Program Services6806ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total69028Total
Program Services69028ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total581Total
Program Services581ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total68144Total
Program Services68144ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total893Total
Program Services893ProgramServices

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServices
RENT EXPENSE12801280
OTHER TAXES AND INSURAN529529
FINANCIAL EXPENSE294294

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total218034Total
Program Services205884ProgramServices
Management And General12150ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY76851BOY
EOY11842EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY81334BOY
EOY144897EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY519BOY
EOY6045EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis2940288LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec444239LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY2550190BOY
EOY2496049EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY6436BOY
EOY4723EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2715330BOY
EOY2663556EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY3041BOY
EOY1437EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY8356BOY
EOY1836EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY4760BOY
EOY4714EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY2534800BOY
EOY2534800EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY566064BOY
EOY537887EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3117021BOY
EOY3080674EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY-401691BOY
EOY-417118EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY-401691BOY
EOY-417118EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2715330BOY
EOY2663556EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-15427ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement BothXFinancialStatementBoth
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years59302CurrentTaxYearMinus4Years
Total59302Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years93214CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years147408CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years192672CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year183210CurrentTaxYearMinus1Year
Current Tax Year202557CurrentTaxYear
Total819061Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years152516CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years147408CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years192672CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year183210CurrentTaxYearMinus1Year
Current Tax Year202557CurrentTaxYear
Total878363Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years73356CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year6295CurrentTaxYearMinus1Year
Current Tax Year66868CurrentTaxYear
Total146519Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years73356CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year6295CurrentTaxYearMinus1Year
Current Tax Year66868CurrentTaxYear
Total146519Total
FieldValueIRS element (for citing)
Public Support Total509731844PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years5CurrentTaxYearMinus3Years
Current Tax Year Minus1 Year84CurrentTaxYearMinus1Year
Current Tax Year50CurrentTaxYear
Total140Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years5CurrentTaxYearMinus3Years
Current Tax Year Minus1 Year84CurrentTaxYearMinus1Year
Current Tax Year50CurrentTaxYear
Total140Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years152517CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years147413CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years192672CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year183294CurrentTaxYearMinus1Year
Current Tax Year202607CurrentTaxYear
Total878503Total
FieldValueIRS element (for citing)
Public Support Percentage5090.83310PublicSupportPercentage509
Prior Year Support Percentage0.89570PriorYearSupportPercentage
Investment Income Percentage0.00020InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.00070PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtc
Included On FS1IncludedOnFS
Explanation In Part XIIIXExplanationInPartXIII

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis525000OtherCostOrOtherBasis
Book Value525000BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis2317086OtherCostOrOtherBasis
Depreciation379589Depreciation
Book Value1937497BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis98202OtherCostOrOtherBasis
Depreciation64650Depreciation
Book Value33552BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings2496049TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
DUE TO WHDC$537,799
DUE TO WPMC$88
FieldValueIRS element (for citing)
Total Of Amounts537887TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt202607TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal202607RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form990202607TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt218034TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal218034ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990218034TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART IV, LINE 2B:THE AMOUNT OF $4,723 ON THE ACCOMPANYING FORM 990, PART X, LINE 15 REPRESENTS FUNDS DEPOSITED IN A SAVINGS ACCOUNT WITH A BALANCE WHICH IS AT LEAST EQUAL TO THE TENANTS' SECURITY DEPOSITS. VIRGINIA RENT ESCROW LAW REQUIRES THE CORPORATION TO MAINTAIN A SEPARATE ACCOUNT FOR DEPOSITS PAID BY THE TENANTS, AND TO CREDIT THE DEPOSITS ANNUALLY WITH INTEREST AT 4% BELOW THE CURRENT FEDERAL RESERVE BOARD DISCOUNT RATE AS OF JANUARY 1 OF EACH YEAR. TENANT SECURITY DEPOSITS ARE HELD IN A FEDERALLY INSURED BANK.
PART X, LINE 2:THE CORPORATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR UNRELATED BUSINESS INCOME AS DEFINED IN THE CODE. THE CORPORATION DID NOT HAVE ANY UNRELATED BUSINESS INCOME DURING THE YEARS ENDED DECEMBER 31, 2012 AND 2011. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE CORPORATION HAS ADOPTED FASB ASC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. BASED ON ITS EVALUATION, THE CORPORATION HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE FINANCIAL STATEMENTS. NO INTEREST OR PENALTIES HAVE BEEN RECORDED AS A RESULT OF TAX UNCERTAINTIES. THE TAX YEARS ENDED DECEMBER 31, 2009 THROUGH DECEMBER 31, 2012 REMAIN OPEN TO EXAMINATION BY TAX JURISDICTIONS TO WHICH THE CORPORATION IS SUBJECT.DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonSHELLEY MURPHYNamePerson
TitleASSISTANT SECRETARYTitle
Base Compensation Filing Org0BaseCompensationFilingOrg
Comp Based On Related Orgs158696CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs6600DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org0NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs6201NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org0TotalCompensationFilingOrg
Total Compensation Related Orgs171497TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 3THE CORPORATION WAS OBLIGATED UNDER THE TERMS OF A MANAGEMENT AGREEMENT WITH WHDC THROUGH AUGUST 31, 2011. UNDER THE TERMS OF THE AGREEMENT, THE CORPORATION PAID A FEE TOTALING 10% OF GROSS RENTAL COLLECTIONS TO WHDC FOR PROPERTY MANAGEMENT SERVICES. THE CALCULATED FEE WAS PAID ON A MONTHLY BASIS. BEGINNING ON SEPTEMBER 1, 2011, THE CORPORATION WAS OBLIGATED UNDER THE TERMS OF A MANAGEMENT AGREEMENT WITH WESLEY PROPERTY MANAGEMENT COMPANY, LLC (WPMC), AN AFFILIATE ORGANIZATION. UNDER THE TERMS OF THE AGREEMENT, THE CORPORATION WILL PAY A FEE TOTALING 10% OF GROSS RENTAL COLLECTIONS TO WPMC FOR PROPERTY MANAGEMENT SERVICES. THE CALCULATED FEE IS PAID ON A MONTHLY BASIS. DURING THE YEARS ENDED DECEMBER 31, 2012 AND 2011, PROPERTY MANAGEMENT FEES TOTALING $19,693 AND $18,364, RESPECTIVELY, WERE CHARGED TO OPERATIONS.
FORM 990, PART VI, SECTION B, LINE 11THE DRAFT TAX RETURN IS SENT TO THE GOVERNING BODY (BOARD OF DIRECTORS). THE BOARD OF DIRECTORS REVIEWS THE RETURN AND RESOLVES ANY QUESTIONS. THE BOARD OF DIRECTORS SENDS APPROVAL TO THE TAX PREPARER TO FINALIZE THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES EACH DIRECTOR AND/OR OFFICER TO ANNUALLY DISCLOSE HIS/HER KNOWLEDGE AND UNDERSTANDING OF THE POLICY WHICH INCLUDES THE DUTY OF THE DIRECTOR AND/OR OFFICER TO DISCLOSE TO THE BOARD OF DIRECTORS ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE BOARD OF DIRECTORS (EXCLUDING ANY MEMBER WHICH IS PARTY TO THE CONFLICT) IS RESPONSIBLE FOR REVIEWING THE POTENTIAL CONFLICT AND MAKING THE DETERMINATION IF AN ACTUAL CONFLICT OF INTEREST EXISTS. UPON KNOWLEDGE THAT A CONFLICT WAS NOT PROPERLY DISCLOSED TO THE BOARD OF DIRECTORS, APPROPRIATE CORRECTIVE AND DISCIPLINARY ACTIONS SHALL BE TAKEN. INDIVIDUALS PARTY TO ANY CONFLICTS OF INTEREST SHALL BE PRECLUDED FROM VOTING ON ANY MATTERS ASSOCIATED WITH THE ARRANGEMENT OR TRANSACTION INVOLVING SUCH CONFLICT.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990 PART VII COLUMN BAS BOARD OF DIRECTOR AND SECRETARY, SHELLEY MURPHY DOES NOT RECEIVE COMPENSATION FOR HER ROLE IN THE ORGANIZATION. SHE WORKS APPROXIMATELY 0.2 HOURS PER WEEK AS A BOARD MEMBER. SHE IS EMPLOYED, WORKING ON AVERAGE 40 HOURS PER WEEK, BY WESLEY HOUSING DEVELOPMENT CORPORATION OF NORTHERN VIRGINIA, A RELATED ORGANIZATION, AS THE ORGANIZATION'S PRESIDENT AND CEO FOR WHICH SHE RECEIVES HER SALARY AND BENEFITS.DESCRIBE HOURS FOR RELATED ORGANIZATION
FORM 990 PART XII LINE 2CTHIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.DESCRIBE CHANGES IN COMMITTEE OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (10 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrg
WESLEY HOUSING DEVELOPMENT CORPORATION
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312510155779PROVIDES SERVICES IN ASSISTING THE DEVELOPMENT OF AFFORDABLE HOUSINGVA501(C)(3)LINE 7N/A0
ACT IV INC
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312541512585HOUSING AND SERVICES FOR LOW AND MODERATE INCOME FAMILIES - 21 UNITSVA501(C)(3)LINE 9N/A0
ACT V INC
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312541527218HOUSING AND SERVICES FOR LOW AND MODERATE INCOME FAMILIES - 162 UNITSVA501(C)(3)LINE 9N/A0
CIRCLE PROPERTIES INC
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312541149593HOUSING AND SERVICES FOR LOW AND MODERATE INCOME FAMILIES - 74 UNITSVA501(C)(4)N/A0
WILLIAM WATTERS INC
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312541414755HOUSING AND SERVICES FOR LOW AND MODERATE INCOME FAMILIES - 74 UNITSVA501(C)(3)LINE 11A, IN/A0
WESLEY RYDELL CORPORATION
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312205289427HOUSING AND SERVICES FOR LOW AND MODERATE INCOME FAMILIESVA501(C)(3)LINE 9N/A0
PERRY S HALL INC
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312541358850HOUSING AND SERVICES FOR LOW AND MODERATE INCOME FAMILIES - 62 UNITSVA501(C)(3)LINE 9N/A0
SEVEN CORNERS APARTMENTS INC
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312541246483HOUSING AND SERVICES FOR LOW AND MODERATE INCOME FAMILIESVA501(C)(4)N/A0
WESLEY AGAPE HOUSE INC
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312541667617HOUSING AND SERVICES FOR PEOPLE DISABLED AS A RESULT OF HIV - 12 UNITSVA501(C)(3)LINE 9N/A0
ACT INC
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312541616313HOUSING AND SERVICES FOR LOW AND MODERATE INCOME FAMILIESVA501(C)(3)N/A0

Form990 Schedule R Part III Form990ScheduleRPartIII (10 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNA
WESLEY TRENTON LIMITED PARTNERSHIP
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312202843532TO PROVIDE HOUSING FOR LOW INCOME FAMILIESVAN/A
QUARRY STATION SENIORS APARTMENTS LP
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312541981050TO PROVIDE HOUSING FOR LOW INCOME FAMILIESVAN/A
WESLEY COPPERMINE LIMITED PARTNERSHIP
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312542042022TO PROVIDE HOUSING FOR LOW INCOME FAMILIESVAN/A
WESLEY KNIGHTSBRIDGE LIMITED PARTNERSHIP
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312651207044TO PROVIDE HOUSING FOR LOW INCOME FAMILIESVAN/A
WESLEY WHITEFIELD LIMITED PARTNERSHIP
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312651207051TO PROVIDE HOUSING FOR LOW INCOME FAMILIESVAN/A
WESLEY PARCVIEW LIMITED PARTNERSHIP
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312205528855TO PROVIDE HOUSING FOR LOW INCOME FAMILIESVAN/A
WESLEY NOTABENE LIMITED PARTNERSHIP
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312202552331TO PROVIDE HOUSING FOR LOW INCOME FAMILIESVAN/A
WEXFORD WESLEY LIMITED PARTNERSHIP
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312541887123TO PROVIDE HOUSING FOR LOW INCOME FAMILIESVAN/A
WESLEY STRAWBRIDGE LIMITED PARTNERSHIP
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312263133729TO PROVIDE HOUSING FOR LOW INCOME FAMILIESVAN/A
WESLEY COLONIAL VILLAGE II LIMITED PARTNERSHIP
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312271247402TO PROVIDE HOUSING FOR LOW INCOME FAMILIESVAN/A

Form990 Schedule R Part IV Form990ScheduleRPartIV (12 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntityControlled OrgControlledOrg
WESLEY LYNHAVEN HOUSING CORPORATION
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312481270045HOUSING AND SERVICES FOR LOW AND MODERATE INCOME FAMILIESVAN/AC0
NOTABENE INC
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312203430338HOUSING AND SERVICES FOR LOW AND MODERATE INCOME FAMILIESVAN/AC0
TRENTON STREET INC
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312202843852HOUSING AND SERVICES FOR LOW AND MODERATE INCOME FAMILIESVAN/AC0
WESLEY BEVERLY INC
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312263311388HOUSING AND SERVICES FOR LOW AND MODERATE INCOME FAMILIESVAN/AC0
WESLEY HOLMES RUN INC
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312205528728HOUSING AND SERVICES FOR LOW AND MODERATE INCOME FAMILIESVAN/AC0
KA DEVELOPMENT COMPANY
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312412124751HOUSING AND SERVICES FOR LOW AND MODERATE INCOME FAMILIESVAN/AC0
WHITEFIELD COMMONS INC
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312521367144HOUSING AND SERVICES FOR LOW AND MODERATE INCOME FAMILIESVAN/AC0
WESLEY COPPERMINE INC
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312542025850HOUSING AND SERVICES FOR LOW AND MODERATE INCOME FAMILIESVAN/AC0
QUARRY STATION SENIORS APARTMENTS INC
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312541981044HOUSING AND SERVICES FOR LOW AND MODERATE INCOME FAMILIESVAN/AC0
WESLEY LINCOLN INC
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312263133685HOUSING AND SERVICES FOR LOW AND MODERATE INCOME FAMILIESVAN/AC0
KNIGHTSBRIDGE APARTMENT INC
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312541177635HOUSING AND SERVICES FOR LOW AND MODERATE INCOME FAMILIESVAN/AC0
WESLEY 18TH STREET LLC
5515 CHEROKEE AVENUE SUITE 204ALEXANDRIAVA22312271247363HOUSING AND SERVICES FOR LOW AND MODERATE INCOME FAMILIESVAN/AC0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org1LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

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