2026-07-15T08:46:54+00:00 2025-08-31 580692043 Mauldin & Jenkins LLC 200 Galleria Parkway Suite 1700 Atlanta GA 30339 990 2024-09-01 580909393 Wesley Homes Inc WESL 4047286299 1817 Clifton Road NE Atlanta GA 30329 Terry Barcroft President & CEO 4047286299 2026-07-15 true true Melissa Seward P02145103 7709558600 2026-07-14 2024 2025-03-06 01:10:19Z Terry Barcroft 1817 Clifton Road NE Atlanta GA 30329 17382324 false X www.wesleywoods.org X 1962 GA OUR MISSION IS TO CREATE COMMUNITIES OF CONNECTION, WELL-BEING AND PROMISE. 5 2 92 1489 0 1247528 2059442 13545891 14980634 121271 70858 78014 271390 14992704 17382324 0 0 0 0 4279870 4171767 0 0 0 10800533 12260892 15080403 16432659 -87699 949665 19652953 20883508 11881512 12162402 7771441 8721106 OUR MISSION IS TO CREATE COMMUNITIES OF CONNECTION, WELL-BEING AND PROMISE. false false 13370418 14980634 WESLEY HOMES, INC OPERATES FIVE RETIREMENT APARTMENT COMMUNITIES SERVING MODERATE, LOW, VERY LOW, AND EXTREMELY LOW-INCOME OLDER ADULTS. SERVICES INCLUDE BUILDING AND APARTMENT MAINTENANCE, GROUNDS MAINTENANCE, 24-HOUR STAFFING, WELLNESS, AND LIFE ENRICHMENT PROGRAMS AND SERVICE COORDINATION. SOME COMMUNITIES OFFER LICENSED PERSONAL CARE SERVICES AND DINING. WESLEY HOMES HAD A TOTAL OF 888 RENTAL UNITS AVAILABLE WITH AN AVERAGE OCCUPANCY RATE OF 92.97% FOR FISCAL YEAR 2025. 13370418 true true false false false false false false true false true false false true true true false false false false false false false false false false false false false true false false false false false false false false false false false false false false true true false false false false true X 0 0 92 true false false false false false false false false false false false false X 5 2 false true false false false false false true true false false false true true true true true true true true false false GA X Wesley Woods Senior Living Inc 4047286210 1817 Clifton Road NE Atlanta GA 30329 Glenn Warren Chair 1.0 2.0 X X 0 0 0 Lauri Ann Brooks Director, VPO 16.0 34.0 X X 0 224451 20145 Terry Barcroft President & CEO 5.0 45.0 X X 0 324346 24499 Cathie Berger Director 1.0 2.0 X 0 0 0 Diane Vaughan Director, President of Foundation 1.0 42.0 X 0 207288 26424 Brandon Valasek CFO 10.0 40.0 X 0 207374 24102 0 963459 95170 0 false true false Morrison Living PO Box 102289 Atlanta GA 30368 Dining Services 876195 TK ELEVATOR CORPORATION 788 Circle 75 Pkwy SE Suite 500 Atlanta GA 30339 Elevator Service & Repairs 178654 2 1680416 379026 2059442 Apartment Rental and Services 531110 14980634 14980634 0 0 0 0 14980634 70858 70858 0 0 0 0 Insurance Proceeds 900099 167131 167131 Cafeteria, Beauty Shop, Vending 900099 104259 104259 0 0 0 0 271390 17382324 14980634 0 342248 X 0 0 3341579 2791494 550085 595535 495521 100014 234653 195295 39358 955719 955719 59097 59097 103254 103254 2559030 2233157 325873 0 188981 42622 146359 654128 341832 312296 115335 115335 2014142 1973861 40281 68985 1868 67117 7654 7499 155 354758 354758 1119359 1119359 629721 617125 12596 Repairs & Maintenance 1564537 1533240 31297 Food Costs 882555 882413 142 Security 668497 655127 13370 Bad Debt Expense 102605 100553 2052 212535 24694 187841 0 16432659 13370418 3062241 0 453168 2725785 184498 831638 0 0 0 0 81055 24559 619334 630218 53564173 42227811 10678770 11336362 3139815 0 0 0 4496313 5334946 19652953 20883508 1307630 1535906 16809 107694 442358 458957 0 0 9789715 9412316 325000 325000 0 322529 11881512 12162402 X 7139361 7936347 632080 784759 7771441 8721106 19652953 20883508 949665 0 X false false false X 1549686 1599638 1412498 1247528 2059442 7868792 12029179 12868137 12700981 13545891 14980634 66124822 0 0 0 13578865 14467775 14113479 14793419 17040076 73993614 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 73993614 4653 3268 11931 121271 70858 211981 0 4653 3268 11931 121271 70858 211981 0 131449 91062 82442 78014 271390 654357 13714967 14562105 14207852 14992704 17382324 74859952 0.98843 0.9913 0 0 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - CAFETERIA, BEAUTY SHOP, VENDING, COLUMN A - 131449.0, COLUMN B - 91062.0, COLUMN C - 82442.0, COLUMN D - 78014.0, COLUMN E - 104259.0, COLUMN F - 487226.0; DESCRIPTION - INSURANCE PROCEEDS, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 167131.0, COLUMN F - 167131.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 2204524 2204524 38371738 31549602 6822136 12624975 10380372 2244603 362936 297837 65099 11336362 Funded Reserves 2667017 Interest in Net Assets of Affiliate 1110971 Resident Security Deposits 907326 Due from Related Parties 518130 Other Current Assets 131502 5334946 Federal Income Taxes Other Liabilities 322529 322529 X Schedule D, Part IV, Line 2b Explanation of escrow agreement WESLEY HOMES, INC LEASES APARTMENTS AND HOLDS TENANT SECURITY DEPOSITS IN SEPARATE BANK ACCOUNTS. HOWEVER, THERE ARE NO FORMAL ESCROW AGREEMENTS IN PLACE WITH ANY FINANCIAL INSTITUTIONS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote MANAGEMENT EVALUATED THE CORPORATION'S TAX POSITIONS AND CONCLUDED THAT THE CORPORATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. false false false false false false false false false Lauri Ann Brooks Director, VPO 0 208451 0 16000 0 0 0 10733 0 9412 0 244596 0 0 Terry Barcroft President & CEO 0 299346 0 25000 0 0 0 15012 0 9487 0 348845 0 0 Diane Vaughan Director, President of Foundation 0 187288 0 20000 0 0 0 10065 0 16359 0 233712 0 0 Brandon Valasek CFO 0 192374 0 15000 0 0 0 8156 0 15946 0 231476 0 0 Form 990, Part V, Line 2a All employees are employed directly by the parent company, Wesley Woods Senior Living (WWSL), and leased to the reporting organization. All employment tax returns were filed by WWSL. W-2s and 1099s are issued by related entity Wesley Woods Senior Living, EIN 20-2157051. Wesley Homes, Inc. reimburses WWSL via management fees for compensation, benefits, and payroll taxes paid on their behalf. In FY25, there were 92 employees. Form 990, Part VI, Line 15 COMPENSATION STUDIES FROM EXECUTIVE SEARCH FIRMS AND/OR SIMILAR STUDIES CONDUCTED BY THE HUMAN RESOURCES DEPARTMENT ARE USED IN DETERMINING THE SALARY OF OFFICERS AND KEY MANAGEMENT PERSONNEL. Form 990, Part VI, Line 3 Delegation of management duties A RELATED ENTITY, WESLEY WOODS SENIOR LIVING, INC PROVIDES MANAGEMENT SERVICES TO THE FILING ORGANIZATION AND WAS COMPENSATED $955,719. Form 990, Part VI, Line 11b Review of form 990 by governing body DRAFT COPIES OF THE FORM 990 ARE SUPPLIED TO MEMBERS OF THE AUDIT COMMITTEE OF WESLEY HOMES, INC AND SENIOR MANAGEMENT PRIOR TO A SCHEDULED AUDIT COMMITTEE MEETING. AT THAT MEETING, EACH SECTION OF THE FORM 990 AND ACCOMPANYING SCHEDULES ARE REVIEWED BY THE COMMITTEE AND DISCUSSED THOROUGHLY WITH SENIOR MANAGEMENT AND EXTERNAL AUDITORS, IF NECESSARY. ANY ADDITIONS, DELETIONS AND/OR MODIFICATIONS AGREED UPON BY THE COMMITTEE ARE INCORPORATED INTO THE RETURN. A COPY OF THE FINAL FORM 990 IS THEN PROVIDED TO EACH BOARD MEMBER AND FILED WITH THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Line 12c Conflict of interest policy A CONFLICT OF INTEREST QUESTIONNAIRE IS REQUIRED TO BE COMPLETED ANNUALLY BY BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES. IN ADDITION, EACH PERSON IS SWORN TO BRING TO THE ATTENTION OF MANAGEMENT OR THE BOARD ANY CONFLICT OF INTEREST THAT SHOULD ARISE DURING THE YEAR. ALL CONFLICT OF INTEREST ISSUES ARE REVIEWED AND APPROVED OR DISAPPROVED BY THE EXECUTIVE COMMITTEE OR BOARD OF DIRECTORS, IF NECESSARY. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE THROUGH ANY TYPE OF PUBLICLY AVAILABLE PRINT MEDIA OR WEBSITE. HOWEVER, ANY PERSON REQUESTING SUCH DOCUMENTS IN PERSON, WRITING, EMAIL OR PHONE WILL BE PROVIDED A PRINTED OR ELECTRONIC COPY OF THESE DOCUMENTS. Form 990, Part IX, Line 11g Other Fees Contract Labor - Total Expense: 477201, Program Service Expense: 467657, Management and General Expenses: 9544, Fundraising Expenses: ; Pastoral - Total Expense: 1686, Program Service Expense: 1652, Management and General Expenses: 34, Fundraising Expenses: ; Payroll/HR Processing Fees - Total Expense: 32284, Program Service Expense: 31639, Management and General Expenses: 645, Fundraising Expenses: ; Professional - Total Expense: 437622, Program Service Expense: 311541, Management and General Expenses: 126081, Fundraising Expenses: ; Purchased/Sold Services - Total Expense: 867189, Program Service Expense: 692486, Management and General Expenses: 174703, Fundraising Expenses: ; Other Professional Services - Total Expense: 743048, Program Service Expense: 728182, Management and General Expenses: 14866, Fundraising Expenses: ; Branan Towers LLC 1817 Clifton Road NE Atlanta GA 30329 Retirement Community GA 3580821 4194838 Wesley Homes Inc Branan Lodge LLC 1817 Clifton Road NE Atlanta GA 30329 Retirement Community GA 2642292 3273508 Wesley Homes Inc Asbury Harris LLC 1817 Clifton Road NE Atlanta GA 30329 Retirement Community GA 2941675 4370697 Wesley Homes Inc WESLEY WOODS SENIOR LIVING INC 1817 CLIFTON ROAD NE ATLANTA GA 30329 202157051 Provider of retirement housing GA 501(c)(3) 10 NA false WESLEY WOODS INC 1817 CLIFTON ROAD NE ATLANTA GA 30329 582082943 DEVELOP & MAINTAIN RETIREMENT COTTAGES GA 501(c)(3) 10 WESLEY WOODS SENIOR LIVING INC false WESLEY WOODS OF NEWNAN-PEACHTREE CITY INC 1817 CLIFTON ROAD NE ATLANTA GA 30329 582190280 CONTINUING CARE RETIREMENT CENTER GA 501(c)(3) 10 WESLEY WOODS SENIOR LIVING INC false WESLEY WOODS OF ATHENS INC 1817 CLIFTON ROAD NE ATLANTA GA 30329 582190281 CONTINUING CARE RETIREMENT CENTER GA 501(c)(3) 10 WESLEY WOODS SENIOR LIVING INC false WESLEY WOODS AT HOME INC 1817 CLIFTON ROAD NE ATLANTA GA 30329 822310432 HOME CARE SERVICES GA 501(c)(3) 10 NA false FOUNDATION OF WESLEY WOODS INC 1817 CLIFTON ROAD NE ATLANTA GA 30329 581543164 PROVIDE CHARITABLE SUPPORT GA 501(c)(3) 10 WESLEY WOODS SENIOR LIVING INC false WESLEY WOODS MANAGEMENT CORPORATION INC 1817 CLIFTON ROAD NE ATLANTA GA 30329 900336642 CCRC MANAGEMENT SERVICES GA NA C Corporation false false false true false false false false false false false false false true true false true true false false