2013-11-14T11:00:24-06:00 2012-12-31 251031405 MCGILL POWER BELL & ASSOCIATES LLP 623 STATE STREET MEADVILLE PA 16335 990 2012-01-01 250425760 WESBURY UNITED METHODIST COMMUNITY WESB 8143329000 31 N PARK AVENUE EXT MEADVILLE PA 16335 BRIAN NAGEOTTE 8143329000 2013-11-13 BRUCE LAWRENCE P01329574 8147245890 2012 2016-02-25 16:41:14Z DONALD E CLAWSON 31 N PARK AVENUE EXT MEADVILLE PA 16335 23059824 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 14 485 223 0 0 0 0 21869167 22368444 165653 176904 19332 32230 22054152 22577578 0 0 0 0 11368363 12206330 0 0 0 8978836 9126408 20347199 21332738 1706953 1244840 40339981 42521043 24745813 26210299 15594168 16310744 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 16439031 22452109 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. 16439031 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 1 0 0 0 0 0 0 0 1 1 1 0 0 1 53 0 1 485 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 X ACCOUNTING DEPARTMENT 8143329000 31 NORTH PARK AVE EXTENSION MEADVILLE PA 16335 DORIS HARVEY 1.00 X X 0 0 0 MARSHA RYND 1.00 X X 0 0 0 TIMOTHY J BRACKEN 1.00 X X 0 0 0 ROBERT M MOYERS 1.00 X 0 0 0 ROBERT W WAID 1.00 X 0 0 0 RICHARD TEUBERT 1.00 X X 0 0 0 RICHARD BURKHARDT 1.00 X X 0 0 0 RICHARD HARTUNG 1.00 X 0 0 0 CHARLES J SWICK ESQ 1.00 X 0 0 0 ROBERT S WAID 1.00 X 0 0 0 THOMAS H JACKSON 1.00 X 0 0 0 REV CYNTHIA K SCHNEIDER 1.00 X 0 0 0 SHIRLEY MINNIS 1.00 X 0 0 0 DONALD SNYDER 1.00 X 0 0 0 WALLACE IRWIN 1.00 X X 0 0 0 DONALD CLAWSON 40.00 X 258486 0 12110 BRIAN NAGEOTTE 40.00 X 160609 0 7675 SUSANNE KELLY 40.00 X 101751 0 0 520846 0 19785 3 0 1 0 ASSOCIATED CONTRACTORS INC 182 WESTVIEW DRIVE MEADVILLE PA 16335 CONSTRUCTION 2707846 ALLIANCE REHAB HVA 1520 KENSINGTON ROAD OAK BROOK IL 60523 REHABILITATION SERVICES 1277063 SODEXHO INC & AFFILIATES 4880 PAYSPHERE CIRCLE CHICAGO IL 60674 FOOD SERVICES 1130316 NORTHWEST PHARMACY SOLUTION 740 NORTH MAIN STREET MEADVILLE PA 16335 PHARMACY SERVICES 382757 NOELKER AND HULL 30 WEST KING ST CHAMBERSBURG PA 17201 ARCHITECTURE/DESIGN 109467 5 CARE OF ELDERLY PEOPLE 623000 22368444 22368444 22368444 125469 125469 17810 0 17810 17810 17810 533681 482246 51435 51435 51435 MISCELLANEOUS REVENUE 900099 14420 14420 14420 22577578 22452109 0 125469 416392 416392 9638259 7797145 1841114 247455 197964 49491 1128002 900025 227977 776222 605453 170769 61755 61755 253729 253729 216790 216790 1168543 1017453 151090 2138719 1652290 486429 133893 133893 1492811 1164392 328419 SPECIAL SERVICE EXPENSE 1453369 1453369 FOOD 1318685 1318685 MISCELLANEOUS 628276 100930 527346 REPAIRS 217397 169570 47827 42441 42441 21332738 16439031 4893707 0 1900 1900 3337792 4164906 3836611 3108002 65386 82766 189290 145083 54592983 25453667 27645365 29139316 4660297 5245862 493202 505265 110138 127943 40339981 42521043 2263022 1774809 5612286 5074482 58456 64734 15335150 17740196 1476899 1556078 24745813 26210299 X 15594168 16310744 15594168 16310744 40339981 42521043 X 1244840 321736 -850000 X 0 1 X 1 0 X 20693521 21071426 21969584 21869167 22368444 107972142 20693521 21071426 21969584 21869167 22368444 107972142 0 0 0 107972142 203720 208504 153042 161799 143279 870344 203720 208504 153042 161799 143279 870344 10514 21173 1577 14420 47684 20907755 21279930 22143799 22032543 22526143 108890170 0.99160 0.99050 0.00800 0.00950 X 0 1 X 2228916 285157 17236 2496837 2270384 -27300 14168 2228916 2066676 211292 7584 2270384 1641532 440334 15190 2066676 2213481 -571949 1641532 1.00000 1 0 367318 367318 42311374 16035964 26275410 10301320 8368986 1932334 1612971 1048717 564254 29139316 VALUATION OF DERIVATIVE INSTRUMENTS 1556078 1556078 X PART IV, LINE 2B: THE ORGANIZATION HOLDS A CASH ACCOUNT FOR RESIDENT FUNDS. THESE FUNDS ARE USED ACCORDING TO RESIDENT'S REQUESTS. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION USES THE ENDOWEMENT FUNDS TO HELP FURTHER ITS EXEMPT PURPOSE DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2012 AND 2011. 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 2009, 2010, 2011 AND 2012 YEAR ENDS. X 1 1 X X X X 0 1 0 0 0 0 0 0 0 DONALD CLAWSON 255362 0 0 0 3124 0 6812 0 5298 0 270596 0 0 0 BRIAN NAGEOTTE 154920 0 0 0 5689 0 4836 0 2839 0 168284 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 1759804 4757572 122945 3831101 803526 2012 1 0 1 1 A 0 0 0 0 1 1 FIRST NATIONAL BANK 10.000000000000 0 0 0 0 0 ASSOCIATED CONTRACTORS INC ENTITY MORE THAN 35% OWNED BY LANCE JOHNSON, FORMER BOARD MEMBER 2707846 CONSTRUCTION 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: TRANSFER OF ASSETS TO THE ANNESLEY ASSOCIATION OF SENIOR HEALTH SERVICES -850,000. 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 0 0 0 0 0 1 0 0 1 1 1 0 1 1 0 THE ANNESLEY ASSOCIATION OF SENIOR HEALTH SERVICES R 850000 THE WESBURY FOUNDATION A 12600