2022-11-14T13:55:33-06:00 2021-12-31 251031405 MCGILL POWER BELL & ASSOCIATES LLP 180 MERCER STREET MEADVILLE PA 16335 990 2021-01-01 250425760 WESBURY UNITED METHODIST COMMUNITY WESB 8143329000 31 N PARK AVE MEADVILLE PA 16335 JOSEPH PALMIERO CFO 8143329000 2022-11-11 1 JOSEPH PALMIERO 999009999 BRUCE LAWRENCE P01329574 8147245890 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z BRIAN NAGEOTTE 31 N PARK AVE MEADVILLE PA 16335 30181135 0 X WWW.WESBURY.COM X 1955 PA PROVIDE INDIVIDUALIZED, PROACTIVE HEALTH CARE AND LIFE ENRICHMENT SERVICES TO ASSIST MATURE ADULTS IN MAINTAINING THEIR INDEPENDENCE, DIGNITY AND SPIRITUAL WHOLENESS IN A SECURE, CHRISTIAN ENVIRONMENT. 10 10 553 188 0 0 0 3079365 28066142 25074835 401897 516122 118098 275835 28586137 28946157 0 0 0 0 17176453 15324404 0 0 0 10688132 10782129 27864585 26106533 721552 2839624 56590983 55436010 32851297 27368589 23739686 28067421 PROVIDE INDIVIDUALIZED, PROACTIVE HEALTH CARE AND LIFE ENRICHMENT SERVICES TO ASSIST MATURE ADULTS IN MAINTAINING THEIR INDEPENDENCE, DIGNITY AND SPIRITUAL WHOLENESS IN A SECURE, CHRISTIAN ENVIRONMENT. 0 0 20450407 25350670 WESBURY OPERATES A CONTINUING CARE RETIREMENT COMMUNITY (CCRC) WHICH PROVIDES HOUSING AND HEALTH SERVICES TO ELDERLY INDIVIDUALS. THE RESIDENTIAL COMMUNITY IS MADE UP OF THOBURN VILLAGE, A NEIGHBORHOOD THAT INCLUDES 65 INDEPENDENT LIVING VILLAS AND 16 APARTMENTS; CRIBBS RESIDENTIAL CENTER WHICH PROVIDES PERSONAL CARE SERVICES TO RESIDENTS IN 91 UNITS, AND GRACE HEALTH CENTER, A 210 BED SKILLED NURSING FACILITY WITH A MEMORY SUPPORT CENTER, A WOUND CARE PROGRAM AND FULL REHABILITATIVE SERVICES. 20450407 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 59 0 1 553 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X ACCOUNTING DEPARTMENT 8143329000 31 NORTH PARK AVE EXTENSION MEADVILLE PA 16335 DEBRA SPENCE CHAIRPERSON 1.00 2.00 X X 0 0 0 LANCE JOHNSON VICE CHAIRPERSON 1.00 3.00 X X 0 0 0 MARK WEINDORF ASST SECRETARY/TREASURER 1.00 3.00 X X 0 0 0 ROBERT S WAID SECRETARY/TREASURER 1.00 X X 0 0 0 DONALD BURCHFIELD BOARD MEMBER 1.00 2.00 X 0 0 0 LYLE MOOK BOARD MEMBER 1.00 X 0 0 0 SHIRLEY MINNIS BOARD MEMBER 1.00 X 0 0 0 JOHN SWICK BOARD MEMBER 1.00 X 0 0 0 JAMES BECKER BOARD MEMBER 1.00 X 0 0 0 BRIAN NAGEOTTE PRESIDENT 40.00 3.00 X 281307 0 9614 CHRISTOPHER ZERBE BOARD MEMBER 1.00 X 0 0 0 SHEILA BUNDY DIRECTOR OF HEALTHCARE AND COMMUNITY BASED SERVICE 40.00 X 137481 0 13070 JOSEPH PALMIERO CFO 40.00 3.00 X 139053 0 20605 ALISHIA STEVENSON VP OF COMPLIANCE, RISK AND QUALITY MANAGEMENT 40.00 X 105989 0 12126 LAWRENCE MARSTELLER ADMINISTRATOR 40.00 X 100461 0 11960 764291 0 67375 5 0 1 0 ALLIANCE REHAB HVA 28100 TORCH PARKWAY SUITE 600 WARRENVILLE IL 60555 REHABILITATION SERVICES 1265328 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 FOOD SERVICES 1146197 BUILDING SYSTEMS INC 7335 OLD PERRY HWY ERIE PA 16509 SYSTEMS SERVICES 445005 DEDICATED NURSING ASSOCIATES INC 6536 WM PENN HWY RT 22 SUITE 201 DELMONT PA 15626 PATIENT MEDICAL CARE SERVICES 408828 SYMBRIA RX SERVICES LLC 28100 TORCH PARKWAY SUITE 600 WARRENVILLE IL 60555 PHARMACY SERVICES 276460 5 3079365 3079365 CARE OF ELDERLY PEOPLE 623000 24221518 24221518 AMORTIZATION OF ADV FEES 623000 770517 770517 MANAGEMENT FEE 623000 70200 70200 RENTAL INCOME FROM RELATED PARTY 531120 12600 12600 25074835 278703 278703 275835 0 275835 275835 275835 1472397 1234978 237419 237419 237419 28946157 25350670 0 516122 450580 450580 11939154 9519143 2420011 219658 170047 49611 1779922 1377914 402008 935090 723893 211197 69288 69288 468727 468727 159730 159730 1570180 1404692 165488 1581701 1210222 371479 195 195 45509 45509 655345 507331 148014 2025958 1568381 457577 297 297 SPECIAL SERVICE EXPENSE 1419684 1419684 FOOD 1158778 1158778 REAL ESTATE TAXES 368997 285656 83341 REPAIRS 273601 211806 61795 984139 823080 161059 26106533 20450407 5656126 0 26742 124538 5470447 4788367 3685434 3294546 423992 300533 238069 129219 77477698 40823772 37499535 36653926 7846321 8436646 937697 1309659 362278 316993 100468 81583 56590983 55436010 2765187 1809239 7279563 7553109 99775 80753 20497292 16514415 2209480 1411073 32851297 27368589 X 23739686 28067421 23739686 28067421 56590983 55436010 X 2839624 79906 1408205 X X 0 1 X 1 1 1 X 27363 3079365 3106728 26047444 26655664 27210034 28066142 25074835 133054119 26047444 26655664 27237397 28066142 28154200 136160847 0 0 0 136160847 287499 365956 342724 276302 554538 1827019 287499 365956 342724 276302 554538 1827019 9063 49 873 9985 26344006 27021669 27580121 28343317 28708738 137997851 0.98670 0.98860 0.01320 0.01130 X 0 1 X 3956670 483280 15169 4424781 4217821 423450 671582 13019 3956670 3499839 731976 13994 4217821 3690553 -177113 13601 3499839 3239736 463369 12552 3690553 1.00000 1 0 378834 378834 61206072 27206510 33999562 12684811 11547615 1137196 3207981 2069647 1138334 36653926 VALUATION OF DERIVATIVE INSTRUMENTS 1391308 SECURITY DEPOSITS 19765 1411073 X PART IV, LINE 2B: THE ORGANIZATION HOLDS A CASH ACCOUNT FOR RESIDENT FUNDS. THESE FUNDS ARE USED ACCORDING TO RESIDENT'S REQUESTS. PART V, LINE 4: THE ORGANIZATION USES THE ENDOWMENT FUNDS TO PROVIDE ADDITIONAL FUNDING FOR FUTURE CAPITAL IMPROVEMENTS, PENSION COSTS AND OTHER FUTURE OPERATIONAL NEEDS. PART X, LINE 2: MANAGEMENT HAS DETERMINED THE ORGANIZATION HAD NO ACTIVITIES SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT). THE ORGANIZATION HAS NOT BEEN SUBJECT TO ANY INCOME TAX PENALTIES OR INTEREST FOR ALL OPEN TAX YEARS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 1 1 INVESTMENTS N/A 268596 1 1 0 0 1 1 268596 0 268596 0 0 1 0 0 0 PART III ACCOUNTING METHOD: X 1 1 X X X X 0 1 0 0 0 0 0 0 0 BRIAN NAGEOTTE PRESIDENT 276109 0 0 0 5198 0 8439 0 1175 0 290921 0 0 0 SHEILA BUNDY DIRECTOR OF HEALTHCARE AND COMMUNITY 137481 0 0 0 0 0 4124 0 8946 0 150551 0 0 0 JOSEPH PALMIERO CFO 139053 0 0 0 0 0 4172 0 16433 0 159658 0 0 0 PART I, LINE 4B BRIAN NAGEOTTE - $12,000 A CRAWFORD COUNTY HOSPITAL AUTHORITY 251535164 2017-10-20 18689000 REDEMPTION OF 2009 BONDS AND NEW CONSTRUCTION. 0 0 0 A 7243439 147596 7095597 246 1 0 1 1 A 0 0 0 0 1 1 FIRST NATIONAL BANK 15.000000000000 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CFO BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES BOARD MEMBERS TO SIGN THE CONFLICT OF INTEREST POLICY FORM EVERY YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE CEO IS DETERMINED BY A COMPENSATION COMMITTEE USING COMPARABLE DATA. THE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY USING COMPARABLE DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN MARKET VALUE OF DERIVATIVE INSTRUMENT 817,897. TRANSFERS TO RELATED ENTITY 230,221. INCOME FROM INVESTMENT IN ALLIANCE VISITING NURSES 360,087. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. WESBURY VERNON 31 PARK AVENUE EXTENSION MEADVILLE PA 16335 822891628 TO OWN AND OPERATE A SENIOR HOUSING FACILITY PA 189313 11419919 WESBURY UNITED METHODIST COMMUNITY THE WESBURY FOUNDATION 31 NORTH PARK AVENUE EXTENSION MEADVILLE PA 16335 251778886 RAISING MONIES FOR THE SUPPORT OF WESBURY UNITED METHODIST COMMUNITY PA 501(C)3 LINE 12A, I WESBURY UNITED METHODIST COMMUNITY 1 WESBURY HILLSIDE HOME 31 NORTH PARK AVENUE EXTENSION MEADVILLE PA 16335 250986047 PROVIDING HEALTH CARE SERVICES TO ELDERLY INDIVIDUALS PA 501(C)3 LINE 10 WESBURY UNITED METHODIST COMMUNITY 1 THE ANNESLEY ASSOCIATION OF SENIOR HEALTH SERVICES 31 NORTH PARK AVENUE EXTENSION MEADVILLE PA 16335 251823932 DEVELOPMENT OF PLANS FOR MULTIPLE SENIOR CITIZEN HOUSING PROJECTS PA 501(C)3 LINE 12A, I WESBURY UNITED METHODIST COMMUNITY 1 1 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 1 0 0 THE WESBURY FOUNDATION A 12600 THE WESBURY FOUNDATION K 73200