2023-10-19T07:03:17-05:00 2022-12-31 251031405 MCGILL POWER BELL & ASSOCIATES LLP 180 MERCER STREET MEADVILLE PA 16335 990 2022-01-01 251778886 THE WESBURY FOUNDATION WESB 8143329000 31 N PARK AVE MEADVILLE PA 16335 BRIAN NAGEOTTE PRESIDENT/CEO 8143329000 2023-10-11 1 BRIAN NAGEOTTE 999009999 0 BRUCE LAWRENCE P01329574 8147245890 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRIAN NAGEOTTE 31 N PARK AVE MEADVILLE PA 16335 4113604 0 X N/A X 1996 PA TO PROVIDE SUPPORTIVE SERVICES EXCLUSIVELY FOR THE BENEFIT OF WESBURY: A UNITED METHODIST RETIREMENT COMMUNITY, A PENNSYLVANIA NONPROFIT CORPORATION WITHIN THE MEANING OF 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND OF FURTHERING WESBURY'S LONG-TERM GOALS AND PROGRAMS RELATING TO THE GENERAL HEALTH AND WELL-BEING OF THE AGING THROUGH A COMMON RELIGIOUS HERITAGE. 5 4 0 23 0 0 641674 1153710 73200 73200 174938 77380 72253 136799 962065 1441089 0 0 0 0 181964 179867 0 0 1000 237635 249408 419599 429275 542466 1011814 12451547 16519050 100813 83497 12350734 16435553 X TO PROVIDE SUPPORTIVE SERVICES EXCLUSIVELY FOR THE BENEFIT OF WESBURY: A UNITED METHODIST RETIREMENT COMMUNITY, A PENNSYLVANIA NONPROFIT CORPORATION WITHIN THE MEANING OF 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND OF FURTHERING WESBURY'S LONG-TERM GOALS AND PROGRAMS RELATING TO THE GENERAL HEALTH AND WELL-BEING OF THE AGING THROUGH A COMMON RELIGIOUS HERITAGE. 0 0 397368 46338 TO RAISE MONIES FOR THE SUPPORT OF WESBURY UNITED METHODIST COMMUNITY. 397368 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 5 4 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 1 0 0 PA X ACCOUNTING DEPARTMENT 8143329000 31 NORTH PARK AVENUE MEADVILLE PA 16335 LANCE A JOHNSON CHAIRPERSON 1.00 2.00 X X 0 0 0 ROBERT S WAID SECRETARY / TREASURER 1.00 3.00 X X 0 0 0 BRIAN NAGEOTTE PRESIDENT/CEO 1.00 42.00 X X 0 268084 9017 DEBRA SPENCE BOARD MEMBER 1.00 2.00 X 0 0 0 PHYLLIS EASLEY SUNSET AUXILIARY PRESIDENT 1.00 X X 0 0 0 JOSEPH PALMIERO CFO 1.00 42.00 X 0 131788 7980 SHEILA BUNDY DIRECTOR OF HEALTHCARE AND 1.00 42.00 X 0 131418 12694 ALISHIA STEVENSON VP OF COMPLIANCE, RISK AND 1.00 42.00 X 0 103563 11858 0 634853 41549 0 0 1 0 0 1153710 1153710 RENTAL INCOME FROM RELATED PARTY 531120 73200 73200 73200 106719 106719 77879 0 77879 77879 77879 2611247 2640586 -29339 -29339 -29339 44511 31929 12582 12582 MISC INCOME 623000 46338 46338 46338 1441089 46338 0 241041 179867 179867 27559 27559 38382 38382 139 139 96706 96706 10980 10980 REAL ESTATE TAXES 68266 68266 DUES AND SUBSCRIPTIONS 3348 3348 MISCELLANEOUS 3028 3028 SPECIAL EVENTS 1000 1000 429275 397368 30907 1000 65000 65000 1498118 2737368 168000 174648 93 1761 4637577 1126922 3534828 3510655 2944986 6682338 4240522 3347280 12451547 16519050 42766 31365 58047 52132 100813 83497 X 8110212 13088273 4240522 3347280 12350734 16435553 12451547 16519050 X 1011814 -1532132 4605137 X X 0 1 X 1 0 X X 1 WESBURY UNITED METHODIST COMMUNITY 250425760 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 971316 971316 3618124 1097403 2520721 48137 29519 18618 3510655 BENEFICIAL INTERESTS IN TRUSTS HELD BY A THIRD PARTY 3347280 3347280 ANNUITIES PAYABLE 31758 DUE TO RELATED PARTY 20374 52132 X PART X, LINE 2: MANAGEMENT HAS DETERMINED THE ORGANIZATION HAD NO ACTIVITIES SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT) DURING THE YEARS ENDED DECEMBER 31, 2022 AND 2021. THE ORGANIZATION HAS NOT BEEN SUBJECT TO ANY INCOME TAX PENALTIES OR INTEREST FOR ALL OPEN TAX YEARS. BARBEQUE 19715 19715 6564 3531 GOLF OUTING 24796 24796 14995 6839 44511 44511 14995 6564 10370 31929 12582 X X X X 0 1 0 0 0 0 0 0 0 BRIAN NAGEOTTE PRESIDENT/CEO 0 262886 0 0 0 5198 0 8043 0 974 0 277101 0 0 FORM 990, PART VI, SECTION A, LINE 6 WESBURY UNITED METHODIST COMMUNITY IS A MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A WESBURY UNITED METHODIST COMMUNITY IS A MEMBER AND HAS THE POWER TO ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY. 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 15A 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 MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFERS TO A RELATED ENTITY 4,605,137. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE ANNESLEY ASSOCIATION OF SENIOR HEALTH SERVICES 31 N PARK AVE MEADVILLE PA 16335 251823932 DEVELOPMENT OF PLANS FOR MULTIPLE SENIOR CITIZEN HOUSING PROJECTS. PA 501(C)3 LINE 12A, I WESBURY UNITED METHODIST COMMUNITY 0 WESBURY HILLSIDE HOME 31 N PARK AVE MEADVILLE PA 16335 250986047 PROVIDING HEALTH CARE SERVICES TO ELDERLY INDIVIDUALS. PA 501(C)3 LINE 10 WESBURY UNITED METHODIST COMMUNITY 0 WESBURY UNITED METHODIST COMMUNITY 31 N PARK AVE MEADVILLE PA 16335 250425760 PROVIDING HEALTH CARE SERVICES TO MATURE ADULTS IN A CHRISTIAN ENVIRONMENT. PA 501(C)3 LINE 10 N/A 0 0 0 0 1 0 0 0 0 0 1 1 1 1 1 1 1 0 1 0