WESLEY GARDENS CORPORATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WESLEY GARDENS CORPORATION (EIN 22-3139841)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-06
- IRS object ID
- 201232199349301268
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-08-06T15:59:58-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223139841 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEY GARDENS CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WESL | NameControl |
| Phone | 5852412131 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT W JONES III | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 5852412131 | Phone |
| Date Signed | 2012-08-02 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT W JONES III | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 15280347 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WESLEYGARDENS.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1991 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO OWN AND OPERATE A 200 BED SKILLED NURSING FACILITY TO PROVIDE HEALTH, RECREATION, SOCIAL AND RELIGIOUS SERVICES TO THE ELDERLY AND INFIRMED. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 474 | TotalNbrEmployees |
| Total Nbr Volunteers | 27 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 201549 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 35236 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13661639 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 15197974 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4289 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4524 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 29021 | OtherRevenuePriorYear |
| Other Revenue Current Year | 42613 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13896498 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15280347 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8667396 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9129942 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5249960 | OtherExpensePriorYear |
| Other Expenses Current Year | 6024465 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13917356 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15154407 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -20858 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 125940 | RevenuesLessExpensesCY |
| Total Assets BOY | 10247975 | TotalAssetsBOY |
| Total Assets EOY | 9108729 | TotalAssetsEOY |
| Total Liabilities BOY | 13188967 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13677076 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -2940992 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -4568347 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 13609039 | Expense |
| Revenue | 15197974 | Revenue |
| Description | WESLEY GARDENS CORPORATION OWNS AND OPERATES A 200 BED SKILLED NURSING FACILITY IN ROCHESTER, NY. REVENUES AND EXPENSES ARE INCURRED IN PROVIDING 64,452 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. | Description |
| Total Program Service Expense | 13609039 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 16 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 474 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RICH MILEO DIRECTOR OF FINANCE | NamePerson |
| Telephone Number | 5852412131 | TelephoneNumber |
Address US AddressUS
| 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 | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| LAWRENCE BELLE | |||||||
| CHAIRMAN OF THE BOARD | 0.30 | X | X | 0 | 0 | 0 | |
| JUDY WILLIS | |||||||
| SECRETARY/TREASURER | 0.30 | X | X | 0 | 0 | 0 | |
| KATHY KING-GRISWOLD | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| ROBERT MADDAMMA | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| ALAN HARRIS | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| ROBERT W JONES III | |||||||
| PRESIDENT/CEO | 39.00 | X | X | 194195 | 0 | 12280 | |
| RICH MILEO | |||||||
| CFO | 39.00 | X | 107723 | 0 | 12280 | ||
| TAMRA SARUBBI | |||||||
| ASSISTANT SECRETARY | 39.00 | X | 60495 | 0 | 11641 | ||
| JAMIE CLARK | |||||||
| DIRECTOR OF REHAB SERVICES | 40.00 | 118483 | 0 | 10988 | X | ||
| FRANCIS D'AMICO | |||||||
| ASSISTANT ADMINISTRATOR | 40.00 | 103198 | 0 | 12280 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 584094 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 59469 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| STRONG HEALTH GG | |||||
| 495 E HENRIETTA ROAD | ROCHESTER | NY | 14620 | MEDICAL SERVICES | 425996 |
| ANGELICA | |||||
| PO BOX 823283 | PHILADELPHIA | PA | 191823283 | LAUNDRY SERVICES | 163757 |
| TIPPING POINT MEDIA | |||||
| 277 ALEXANDER STREET | ROCHESTER | NY | 14607 | MARKETING SERVICES | 121878 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Related Organizations | 34920 | RelatedOrganizations |
| All Other Contributions | 316 | AllOtherContributions |
| Total Contributions | 35236 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SKILLED NURSING CARE | 623000 | 15147791 | 15147791 |
| PATIENT SHARED SAVINGS | 623000 | 50183 | 50183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 15197974 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4524 | TotalRevenueColumn |
| Exclusion | $4,524 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| REBATES | 900099 | 32807 | $32,807 |
| VENDING & BEAUTY SHOP | 900099 | 3921 | $3,921 |
| MEDICAL RECORDS COPIES | 900099 | 500 | $500 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5385 | TotalRevenueColumn |
| Exclusion | $5,385 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 42613 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15280347 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15197974 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $47,137 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 400001 | Total |
| Management And General | 400001 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6932734 | Total |
| Program Services | 6546056 | ProgramServices |
| Management And General | 386678 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162349 | Total |
| Program Services | 145865 | ProgramServices |
| Management And General | 16484 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1095423 | Total |
| Program Services | 1026642 | ProgramServices |
| Management And General | 68781 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 539435 | Total |
| Program Services | 484663 | ProgramServices |
| Management And General | 54772 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36393 | Total |
| Management And General | 36393 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31500 | Total |
| Management And General | 31500 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 520600 | Total |
| Program Services | 471148 | ProgramServices |
| Management And General | 49452 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126315 | Total |
| Program Services | 113683 | ProgramServices |
| Management And General | 12632 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1481175 | Total |
| Program Services | 1460886 | ProgramServices |
| Management And General | 20289 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 751177 | Total |
| Program Services | 676059 | ProgramServices |
| Management And General | 75118 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 715726 | Total |
| Program Services | 644153 | ProgramServices |
| Management And General | 71573 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131466 | Total |
| Program Services | 118319 | ProgramServices |
| Management And General | 13147 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| NYS CASH RECEIPTS ASSES | 772143 | 694929 | 77214 |
| BAD DEBT EXPENSE | 700000 | 630000 | 70000 |
| PURCHASED SERVICES | 585066 | 441022 | 144044 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172904 | Total |
| Program Services | 155614 | ProgramServices |
| Management And General | 17290 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15154407 | Total |
| Program Services | 13609039 | ProgramServices |
| Management And General | 1545368 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5597 | BOY |
| EOY | 83968 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2631508 | BOY |
| EOY | 1498083 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42637 | BOY |
| EOY | 42963 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95631 | BOY |
| EOY | 104677 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 17526096 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12561686 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4950853 | BOY |
| EOY | 4964410 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2521749 | BOY |
| EOY | 2414628 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10247975 | BOY |
| EOY | 9108729 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1187705 | BOY |
| EOY | 1050081 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78574 | BOY |
| EOY | 87287 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7494830 | BOY |
| EOY | 7041160 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4427858 | BOY |
| EOY | 5498548 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13188967 | BOY |
| EOY | 13677076 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -2940992 | BOY |
| EOY | -4568347 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -2940992 | BOY |
| EOY | -4568347 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10247975 | BOY |
| EOY | 9108729 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 125940 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1753295 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3900 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 46346 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14287 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 201549 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35236 | CurrentTaxYear |
| Total | 301318 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13175031 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13427846 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12853470 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13661639 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15197974 | CurrentTaxYear |
| Total | 68315960 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13178931 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13474192 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12867757 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13863188 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15233210 | CurrentTaxYear |
| Total | 68617278 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 68617278 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 103497 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 73469 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13719 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4289 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4524 | CurrentTaxYear |
| Total | 199498 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 103497 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 73469 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13719 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4289 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4524 | CurrentTaxYear |
| Total | 199498 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 521032 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34488 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 77480 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29021 | CurrentTaxYearMinus1Year |
| Current Tax Year | 42613 | CurrentTaxYear |
| Total | 704634 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13803460 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13582149 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12958956 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13896498 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15280347 | CurrentTaxYear |
| Total | 69521410 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98700 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97450 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00290 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00320 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: CHANGE IN PENSION LIABILITY VENDING & BEAUTY SHOP MEDICAL RECORDS COPIES REBATES MISCELLANEOUS | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 260000 | OtherCostOrOtherBasis |
| Book Value | 260000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7364429 | OtherCostOrOtherBasis |
| Depreciation | 3970538 | Depreciation |
| Book Value | 3393891 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9680486 | OtherCostOrOtherBasis |
| Depreciation | 8409371 | Depreciation |
| Book Value | 1271115 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 221181 | OtherCostOrOtherBasis |
| Depreciation | 181777 | Depreciation |
| Book Value | 39404 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4964410 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ESCROW DEPOSITS | 1776000 |
| RESIDENT FUNDS | 87287 |
| OTHER RECEIVABLE | 15837 |
| MISCELLANEOUS OTHER ASSET | 10000 |
| DEFERRED FINANCING COSTS, NET | 525504 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2414628 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $1,012,548 |
| DUE TO THIRD PARTY PAYERS | $292,221 |
| PENSION LIABILITY | $4,074,169 |
| CAPITAL LEASE PAYMENTS | $119,610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5498548 | TotalOfAmounts |
| Total Revenue | 15280347 | TotalRevenue |
| Total Expenses | 15154407 | TotalExpenses |
| Excess Or Deficit For Year | 125940 | ExcessOrDeficitForYear |
| Other | -$1,753,295 | OtherAmount |
| Total Adjustments | -1753295 | TotalAdjustments |
| Excess Or Deficit Per FS | -1627355 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 15280347 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 15280347 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15280347 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 15154407 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15154407 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 15154407 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 1B: | 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: | 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, 2011, 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 2007. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN FUNDED STATUS OF PENSION PLAN -1,753,295. | PART XI, LINE 8 - OTHER ADJUSTMENTS: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROBERT W JONES III | NamePerson |
| Base Compensation Filing Org | 176107 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 18088 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 12280 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 206475 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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: LAWRENCE BELLE, KATHY KING-GRISWOLD, ROBERT MADDAMMA, DAVID OLIVEIRI AND WILLIAM WALENCE. THE FOLLOWING BOARD MEMBERS SERVED ON THE BOARD OF UPTON FOUNDATION: LAWRENCE BELLE, NICKI MOREY, RICK KREMPIN AND GEORGE WALLACE. THE BOARDS MEET FIVE TIMES PER YEAR AND BUSINESS FOR WESLEY GARDENTS, 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 (PRES/CEO), RICH MILEO (ASSISTANT TREASURER), AND TAMRA SARUBBI (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 REFLECTED AS EMPLOYEES. | BOARD MEMBER RELATIONSHIPS |
| FORM 990, PART XI, LINE 5: | CHANGE IN FUNDED STATUS OF PENSION PLAN -1,753,295. TOTAL TO FORM 990, PART XI, LINE 5: -1,753,295. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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