WESLEY FAMILY SERVICES FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WESLEY FAMILY SERVICES FOUNDATION (EIN 25-1686715)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202201369349304205
- Schema version
- 2020v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T09:48:59-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251686715 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEY FAMILY SERVICES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WESL | BusinessNameControlTxt |
| Phone | 4123422300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 PENN AVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15221 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY J PIETRZAK | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4123422300 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EMILY | PersonFirstNm |
| Person Last | PIETRZAK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY J SPENGLER CPA | PreparerPersonNm |
| PTIN | P00109764 | PTIN |
| Phone | 4126976400 | PhoneNum |
| Preparation | 2022-05-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DOUGLAS MUETZEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 PENN AVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,503,715 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WFSPA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | RAISES FUNDS AND APPLIES FOR GRANTS TO SUPPORT THE SERVICES PROVIDED BY WESLEY FAMILY SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,478,517 | PYContributionsGrantsAmt |
| CY Contributions Grants | $615,634 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $364,215 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $93,282 | CYProgramServiceRevenueAmt |
| PY Investment Income | $150,928 | PYInvestmentIncomeAmt |
| CY Investment Income | $614,062 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$34,818 | PYOtherRevenueAmt |
| CY Other Revenue | -$27,017 | CYOtherRevenueAmt |
| PY Total Revenue | $3,958,842 | PYTotalRevenueAmt |
| CY Total Revenue | $1,295,961 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $382,712 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $615,710 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $504,613 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,005,719 | PYOtherExpensesAmt |
| CY Other Expenses | $930,145 | CYOtherExpensesAmt |
| PY Total Expenses | $1,388,431 | PYTotalExpensesAmt |
| CY Total Expenses | $1,545,855 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,570,411 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$249,894 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,974,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,046,764 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,554,085 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,923,549 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,420,050 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,123,215 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WESLEY FAMILY SERVICES FOUNDATION ("FOUNDATION") IS A 501(C)(3)CHARITABLE ORGANIZATION AND HAS BEEN FURTHER CLASSIFIED AS A TYPE ISUPPORTING ORGANIZATION ENGAGING IN FUND-RAISING, RESEARCH AND OTHERCHARITABLE ACTIVITIES ON BEHALF OF WESLEY FAMILY SERVICES (WFS). WESLEY FAMILY SERVICES PROVIDES SERVICES IN THE AREAS OF AGING, AUTISM, SPECIALIZED EDUCATION, BEHAVIORAL HEALTH, COMMUNITY EMPOWERMENT, FAMILY SUPPORT AND PRESERVATION AND INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THE FOUNDATION PROVIDES FACILITY SERVICES,OVERSIGHT OF CAPITAL PROJECTS, DEVELOPMENT OPPORTUNITIES, AND MANAGEMENT SUPPORT SERVICES TO WESLEY FAMILY SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $938,738 | ExpenseAmt |
| Grant | $615,710 | GrantAmt |
| Revenue | $95,076 | RevenueAmt |
| Desc | THE FOUNDATION RAISES FUNDS AND AWARENESS AND APPLIES FOR GRANTS TO SUPPORT THE SERVICES PERFORMED BY WESLEY FAMILY SERVICES (WFS). THE MISSION OF WFS IS TO EMPOWER CHILDREN, ADULTS AND FAMILIES BY PROVIDING TRANSFORMATIONAL CARE. WFS PROVIDED SERVICES THAT PROMOTE RECOVERY AND RESILIENCY AT MORE THAN 30 DIFFERENT AGENCY LOCATIONS AND SHARED FACILITIES IN THE COMMUNITY DURING FY20/21. WFS PROVIDES PERSON-CENTERED CARE TO OVER 20,000 INDIVIDUALS AND FAMILIES ANNUALLY IN SOUTHWESTERN PENNSYLVANIA. WFS HAS OVER 900 CARING, HIGHLY TRAINED STAFF WHO ARE COMMITTED TO PROVIDING HIGH QUALITY, TRANSFORMATIONAL SUPPORT SERVICES TO CHILDREN, ADULTS, AND FAMILIES OVER THE COURSE OF THEIR LIFESPAN SO THAT THEY ARE EMPOWERED TO REACH THEIR FULL POTENTIAL AND OVERCOME CHALLENGES TO BECOME PART OF A STRONGER COMMUNITY AND HAVE A BRIGHTER FUTURE. THE MORE THAN 50 LIFE CHANGING PROGRAMS ARE OFFERED IN THE AREAS OF AGING, BEHAVIORAL HEALTH, COMMUNITY EMPOWERMENT, FAMILY SUPPORT AND PRESERVATION, INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, AND SPECIALIZED EDUCATION. WFS' VISION IS TO DO MORE FOR MORE CHILDREN, FAMILIES AND ADULTS; BE MORE EFFECTIVE, EFFICIENT AND SUSTAINABLE; AND CONTINUE TO INNOVATE IN WHAT WE DO AND HOW WE DO IT. DURING FY21, OUR STAFF EMBODIED WFS' VALUES BY PRACTICING EMPATHY, WHILE BEING COMMITTED TO EXCELLENCE IN CARING FOR THOSE WE ARE PRIVILEGED TO SERVE, AND EMPOWERING THEIR TRANSFORMATION THROUGH LEVERAGING INNOVATION AND ENERGIZING INSPIRATION.THE FOUNDATION'S FUNDRAISING EVENTS RAISE FUNDING AND COMMUNITY AWARENESS FOR THE PROGRAMS AND SERVICES OF WFS. EACH EVENT IS DESIGNED TO PROVIDE ATTENDEES WITH AN ENJOYABLE EXPERIENCE WHILE SUPPORTING THE CHILDREN, FAMILIES AND INDIVIDUALS THAT WE SERVE. WE HAVE MANY VOLUNTEERS WHO DEVOTE TIME TO OUR EVENTS. UNRESTRICTED FUNDS RAISED ENABLE THE PROGRAMS TO USE THE DOLLARS WHERE MOST NEEDED TO PROVIDE THE HIGHEST QUALITY OF CARE. | Desc |
| Total Program Service Expenses | $938,738 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY PIETRZAK CFO | PersonNm |
| Phone | 4123422300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 PENN AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15221 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| RICHARD L BEYNON | |||||||
| CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROSS CHAMBERS | |||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 |
| LEN CORTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| PHILO HOLCOMB | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 2.75 | |
| PATRICIA NICHOLS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| DOUGLAS W MUETZEL | |||||||
| CHIEF EXECUTIVE OFFICER | 8.00 | Yes (X) | Yes (X) | $0 | $251,808 | $28,868 | 32.00 |
| AKSHITA BANERJEE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EMILY PIETRZAK | |||||||
| CHIEF FINANCIAL OFFICER | 3.00 | Yes (X) | $0 | $143,023 | $11,996 | 37.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $394,831 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $40,864 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELL MARKETING LP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 643564 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15264 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | COMPUTER EQUIPMENT | ServicesDesc |
| Compensation | $104,803 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $170,670 | FundraisingAmt |
| All Other Contributions | $444,964 | AllOtherContributionsAmt |
| Total Contributions | $615,634 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AFFILIATE RENTALS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $93,282 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $93,282 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $93,282 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $248,153 | TotalRevenueColumnAmt |
| Exclusion | $248,153 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,460,252 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,094,343 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $365,909 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $365,909 | TotalRevenueColumnAmt |
| Exclusion | $365,909 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $84,600 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $170,670 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $113,411 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$28,811 | TotalRevenueColumnAmt |
| Exclusion | -$28,811 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,794 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,794 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,794 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,295,961 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $95,076 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $585,251 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,327 | TotalAmt |
| Program Services | $606,327 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,383 | TotalAmt |
| Program Services | $9,383 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,000 | TotalAmt |
| Management And General | $2,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,186 | TotalAmt |
| Fundraising | $66,186 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,636 | TotalAmt |
| Program Services | $28,736 | ProgramServicesAmt |
| Fundraising | $105,900 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,149 | TotalAmt |
| Program Services | $72 | ProgramServicesAmt |
| Fundraising | $30,077 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,833 | TotalAmt |
| Program Services | $29,755 | ProgramServicesAmt |
| Management And General | $420 | ManagementAndGeneralAmt |
| Fundraising | $2,658 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,237 | TotalAmt |
| Fundraising | $9,237 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,566 | TotalAmt |
| Program Services | $134,634 | ProgramServicesAmt |
| Fundraising | $1,932 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688 | TotalAmt |
| Fundraising | $688 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SHARED SERVICES | $502,159 | $118,016 | $99,834 | $284,309 |
| PROGRAM SUPPORT/ACTIVIT | $5,886 | $5,886 | ||
| PROGRAM SUPPLIES | $5,722 | $5,722 | ||
| MISCELLANEOUS | $2,212 | $207 | $250 | $1,755 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,871 | TotalAmt |
| Fundraising | $1,871 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,545,855 | TotalAmt |
| Program Services | $938,738 | ProgramServicesAmt |
| Management And General | $102,504 | ManagementAndGeneralAmt |
| Fundraising | $504,613 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,548 | BOYAmt |
| EOY | $515,334 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,070 | BOYAmt |
| EOY | $15,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,099 | BOYAmt |
| EOY | $12,589 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,127 | BOYAmt |
| EOY | $10,223 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,276,211 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,042,536 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,398,082 | BOYAmt |
| EOY | $1,233,675 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,130,209 | BOYAmt |
| EOY | $14,259,943 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,974,135 | BOYAmt |
| EOY | $16,046,764 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,679 | BOYAmt |
| EOY | $80,572 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,677 | BOYAmt |
| EOY | $226,227 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,273,729 | BOYAmt |
| EOY | $1,616,750 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,554,085 | BOYAmt |
| EOY | $1,923,549 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,654,435 | BOYAmt |
| EOY | $9,141,446 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,765,615 | BOYAmt |
| EOY | $4,981,769 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,420,050 | BOYAmt |
| EOY | $14,123,215 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,974,135 | BOYAmt |
| EOY | $16,046,764 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$249,894 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,953,059 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEY FAMILY SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820653875 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $1,545,855 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,545,855 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,218,266 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $258,854 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $39,218 | OtherExpendituresAmt |
| End Year Balance | $3,437,902 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,007,161 | BeginningYearBalanceAmt |
| Contributions | $2,250,000 | ContributionsAmt |
| Investment Earnings Or Losses | $323 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $39,218 | OtherExpendituresAmt |
| End Year Balance | $3,218,266 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,000,206 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $46,106 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $39,151 | OtherExpendituresAmt |
| End Year Balance | $1,007,161 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $985,604 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $53,683 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $39,081 | OtherExpendituresAmt |
| End Year Balance | $1,000,206 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $933,204 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $90,918 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $38,518 | OtherExpendituresAmt |
| End Year Balance | $985,604 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20350 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.79650 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $156,930 | OtherCostOrOtherBasisAmt |
| Book Value | $156,930 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,779,072 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,971,894 | DepreciationAmt |
| Book Value | $807,178 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $324,566 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,947 | DepreciationAmt |
| Book Value | $262,619 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,643 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,695 | DepreciationAmt |
| Book Value | $6,948 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,233,675 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AFFILIATE PAYABLES | Desc |
| Amt | $1,616,750 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,616,750 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT CONSISTS OF VARIOUS INVESTMENT FUNDS ESTABLISHED PRIMARILY FOR SUPPORT OF THE FOUNDATION'S MISSION. ITS ENDOWMENT INCLUDES DONOR-RESTRICTED ENDOWMENT FUNDS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE FOUNDATION TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE TRUSTEES OF THE FOUNDATION HAVE ELECTED TO BE GOVERNED BY THE COMMONWEALTH OF PENNSYLVANIA'S ACT 141 (ACT 141). ACT 141 IS A TOTAL RETURN POLICY THAT ALLOWS A NONPROFIT TO CHOOSE TO TREAT A PERCENTAGE OF THE AVERAGE MARKET VALUE OF THE ENDOWMENT'S PERMANENTLY RESTRICTED INVESTMENTS AS INCOME EACH YEAR. HOWEVER, THE LONG-TERM PRESERVATION OF THE REAL VALUE OF THE ASSETS MUST BE TAKEN INTO CONSIDERATION WHEN THE BOARD ELECTS THE AMOUNT. ON AN ANNUAL BASIS, THE BOARD, IN WRITING, MUST ELECT A SPENDING RATE OF BETWEEN 2% AND 7% IN ACCORDANCE WITH ACT 141. THE FOUNDATION ANNUALLY TRANSFERS 5% OF THE PREVIOUS THREE YEARS' MARKET VALUE AVERAGE OF THE ENDOWMENT FUND. THIS PERCENTAGE IS APPLIED TO A THREE-YEAR AVERAGE MARKET VALUE OF THE INVESTMENTS AT JUNE 30TH OF THE PREVIOUS YEAR. THE FOUNDATION CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS THE ORIGINAL AND SUBSEQUENT VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT. IN ACCORDANCE WITH ACT 141, THE FOUNDATION HAS ADOPTED A WRITTEN INVESTMENT POLICY, OF WHICH A SECTION SPECIFICALLY RELATES TO THE ENDOWMENT FUND. THE FOUNDATION CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO SET A SPENDING RATE: 1) PROTECTING THE CORPUS OF THE ENDOWMENT FUND; 2) PRESERVING THE SPENDING POWER OF THE ASSETS; 3) OBTAINING MAXIMUM INVESTMENT RETURN WITH REASONABLE RISK & OPERATIONAL CONSIDERATION; 4) COMPLYING WITH APPLICABLE LAWS. |
| PART X, LINE 2: | THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2021 OR IN 2020. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF | Event1Nm |
| Gross Receipts Event1 | $134,730 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $90,630 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $44,100 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $10,532 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $23,650 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $23,056 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,141 | OtherDirectExpensesEvent1Amt |
| Event2 | CHARITY BLAST CLAY SHOOT | Event2Nm |
| Gross Receipts Event2 | $62,740 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $49,240 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $13,500 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $3,898 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $9,161 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $5,688 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $3,198 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $57,800 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $30,800 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $27,000 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $1,675 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $22,679 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $4,209 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $524 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $255,270 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $170,670 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $84,600 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $16,105 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $55,490 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $32,953 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,863 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $113,411 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$28,811 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEY FAMILY SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 PENN AVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 820653875 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $606,327 | CashGrantAmt |
| Purpose Of Grant | SUPPORT OF OPERATIONAL ACTIVITIES | PurposeOfGrantTxt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| MUSIC THERAPY SESSIONS - CREATIVE ARTS PROGRAM | 17 | $9,378 |
| CONOVER FREE CARE FUND | 2 | $5 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IN GENERAL, THE FOUNDATION'S RECORD KEEPING PRACTICES AND INTERNAL CONTROLS ALLOW FOR APPROPRIATE MONITORING OF GRANTS AND OTHER ASSISTANCE. SUPPORTING DOCUMENTATION IS MAINTAINED AND ASSISTANCE IS PROPERLY APPROVED PRIOR TO DISBURSEMENT. SCHOLARSHIPS PROVIDED TO OTHERS DURING FISCAL YEAR 2021 EXCEEDED $5,000 IN TOTAL; HOWEVER, NO ONE INDIVIDUAL RECEIVED AN AMOUNT IN EXCESS OF $5,000. THE FOUNDATION MAINTAINS FUNDS TO PROVIDE SCHOLARSHIPS TO CURRENT WESLEY STUDENTS AND CONSUMERS. THE SCHOLARSHIPS ARE USED FOR THEM TO FURTHER THEIR EDUCATION OR ATTEND OTHER ENRICHMENT ACTIVITIES, INCLUDING PROGRAMS OFFERRED BY WESLEY FAMILY. THERE IS AN APPLICATION AND SELECTION PROCESS IN PLACE TO AWARD THE SCHOLARSHIPS BASED UPON DONORS' INTENTIONS AND/OR OTHER PREDETERMINED CRITERIA. ONCE SELECTED, THE STUDENT/CONSUMER PROVIDES PROOF OF ATTENDANCE AT A FACILITY OR ACTIVITY AND THE FOUNDATION PAYS THE SCHOLARSHIP AWARD TO THE INSTITUTION DIRECTLY, WHEN POSSIBLE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DOUGLAS W MUETZEL | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $0 | $209,552 | $0 | $26,400 | $0 | $15,856 | $0 | $10,053 | $0 | $18,815 | $0 | $280,676 | $0 | $0 |
| EMILY PIETRZAK | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $123,580 | $0 | $13,500 | $0 | $5,943 | $0 | $5,035 | $0 | $6,961 | $0 | $155,019 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BUSINESS RELATIONSHIP: DOUGLAS W. MUETZEL AND EMILY PIETRZAK |
| FORM 990, PART VI, SECTION A, LINE 7A | WESLEY FAMILY SERVICES ELECTS THE BOARD OF WESLEY FAMILY SERVICES FOUNDATION. IN ADDITION, THE BYLAWS OF THE FOUNDATION PROVIDE THAT THE CHIEF EXECUTIVE OFFICER OF WESLEY FAMILY SERVICES SHALL SERVE, BY DESIGNATION, AS A VOTING DIRECTOR OF WESLEY FAMILY SERVICES FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE FOUNDATION BOARD DOES NOT HAVE ANY STANDING COMMITTEES. ALL BUSINESS IS HANDLED AT THE BOARD LEVEL. |
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT REVIEWED IN DETAIL FORM 990; AN EXECUTIVE SUMMARY WAS PROVIDED TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S BOARD OF DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS WITHIN THE ORGANIZATION AND WITH WESLEY FAMILY SERVICES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT THEIR OFFICES AND UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | FOR THE YEAR ENDED JUNE 30, 2021, THE FOUNDATION WAS INCLUDED IN A CONSOLIDATED AUDIT OF ITS FINANCIAL STATEMENTS WITH RELATED ENTITIES. AS SUCH, OVERSIGHT OF THE AUDIT PROCESS AND SELECTION OF THE INDEPENDENT ACCOUNTANTS WAS PERFORMED BY THE AUDIT COMMITTEE OF THE FOUNDATION'S PARENT ENTITY, WESLEY FAMILY SERVICES. THE AUDIT COMMITTEE IS RESPONSIBLE FOR REVIEW AND APPROVAL OF THE PRESENTATION OF THE AUDITED FINANCIAL STATEMENTS AS WELL AS MANAGEMENT'S RELATED PERFORMANCE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WESLEY SPECTRUM SERVICES | |||||||||||
| 221 PENN AVE | PITTSBURGH | PA | 15221 | 251180602 | PROVIDES SERVICES TO CHILDREN, FAMILIES & COMMUNITIES | PA | 501(C)(3) | LINE 7 | WESLEY FAMILY SERVICES | Yes (1) | |
| WESLEY FAMILY SERVICES | |||||||||||
| 221 PENN AVE | PITTSBURGH | PA | 15221 | 820653875 | PROVIDES SERVICES TO CHILDREN, FAMILIES & COMMUNITIES | PA | 501(C)(3) | LINE 10 | 0 | N/A | |
| FAMILY SERVICES OF WESTERN PENNSYLVANIA | |||||||||||
| 221 PENN AVE | PITTSBURGH | PA | 15221 | 250965341 | PROVIDES SERVICES TO ADULTS, FAMILIES & COMMUNITIES | PA | 501(C)(3) | LINE 7 | WESLEY FAMILY SERVICES | Yes (1) | |
| FSWP-GL I INC | |||||||||||
| 221 PENN AVE | PITTSBURGH | PA | 15221 | 510432076 | SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES | PA | 501(C)(3) | LINE 7 | WESLEY FAMILY SERVICES | Yes (1) | |
| FSWP-GL II INC | |||||||||||
| 221 PENN AVE | PITTSBURGH | PA | 15221 | 510432078 | SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES | PA | 501(C)(3) | LINE 7 | WESLEY FAMILY SERVICES | Yes (1) | |
| FSWP-GL IV INC | |||||||||||
| 221 PENN AVE | PITTSBURGH | PA | 15221 | 200556990 | SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES | PA | 501(C)(3) | LINE 7 | WESLEY FAMILY SERVICES | Yes (1) | |
| FSWP-GL III INC | |||||||||||
| 221 PENN AVE | PITTSBURGH | PA | 15221 | 510432081 | SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES | PA | 501(C)(3) | LINE 7 | WESLEY FAMILY SERVICES | Yes (1) | |
| FSWP-GL V INC | |||||||||||
| 221 PENN AVE | PITTSBURGH | PA | 15221 | 274350123 | SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES | PA | 501(C)(3) | LINE 7 | WESLEY FAMILY SERVICES | Yes (1) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WFS | ||
| J | $93,282 | FMV |
| WFS | ||
| M | $322,800 | FMV |
| WFS | ||
| R | $374,874 | FMV |
| WFS | ||
| B | $200,000 | FMV |
| WFS | ||
| B | $31,453 | FMV |