2026-01-21T12:02:01-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2024-07-01 590624461 WESLEY HOUSE FAMILY SERVICES INC WESL 3058095000 1304 TRUMAN AVENUE KEY WEST FL 33040 ALEIDA I JACOBO ESQ CHIEF EXECUTIVE OFFICER 3058095000 2026-01-20 1 1 LACEY M QUATSOE P01300865 4078021200 2026-01-14 2024 2025-03-06 01:10:19Z ALEIDA I JACOBO ESQ 1304 TRUMAN AVENUE KEY WEST FL 33040 8312210 0 X WWW.WESLEYHOUSE.ORG X 1975 FL PROMOTING AND ENHANCING THE SAFETY, WELL-BEING, AND DEVELOPMENT OF CHILDREN 15 15 92 118 0 0 6562516 6884421 748882 817939 512368 129737 63815 158210 7887581 7990307 331621 355181 0 0 5400504 5771695 0 0 51989 1458167 1638943 7190292 7765819 697289 224488 14117777 14417556 548785 637054 13568992 13780502 X PROMOTING AND ENHANCING THE SAFETY, WELL-BEING AND DEVELOPMENT OF CHILDREN 0 0 4919546 260421 FULL CASE MANAGEMENT SERVICES SUPPORTS FAMILIES INVOLVED IN THE CHILD WELFARE SYSTEM BY COORDINATING CARE FOR CHILDREN AND THEIR FAMILIES. THE CASE MANAGEMENT TEAM DEVELOPS PERSONALIZED PLANS AIMED AT STRENGTHENING AND PRESERVING FAMILIES WHILE ENSURING THE PRIMARY GOAL OF PROTECTING AT-RISK CHILDREN IS MET. FOR CHILDREN WHO CANNOT BE REUNIFIED WITH THEIR PARENTS OR PLACED WITH RELATIVES, THE AGENCY WORKS TO IDENTIFY QUALIFIED ADOPTIVE PARENTS TO PROVIDE THEM WITH PERMANENT, LOVING HOMES. 1302075 76982 817939 THE INEZ MARTIN CHILD DEVELOPMENT CENTER (CDC), A GOLD SEAL AND COA-ACCREDITED FACILITY, PROVIDES AGE-APPROPRIATE EARLY CHILDHOOD EDUCATION THROUGH THE CREATIVE CURRICULUM APPROACH. CHILDREN LEARN IN A SAFE AND NURTURING ENVIRONMENT WITH THE ADDED BENEFIT OF FREE, HEALTHY MEALS TO SUPPORT THEIR WELL-BEING AND DEVELOPMENT. 594842 HEALTHY FAMILIES IS A VOLUNTARY, IN-HOME SUPPORT PROGRAM FOR EXPECTANT AND NEW PARENTS, DESIGNED TO FOSTER POSITIVE PARENT-CHILD RELATIONSHIPS AND PROVIDE GUIDANCE FOR AT-RISK FAMILIES. 520156 17778 PREVENTION AND FAMILY SERVICES AIMS TO PROVIDE ENHANCED SUPPORT TO CHILDREN AND FAMILIES, FOCUSING ON THE CHILD'S SAFETY, STABILITY, AND WELL-BEING. THE GOAL IS TO STRENGTHEN FAMILIES AND PREVENT THE NEED FOR FOSTER CARE PLACEMENT. 520156 17778 7336619 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 33 0 1 92 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X GREG WHEELER 3058095000 1304 TRUMAN AVENUE KEY WEST FL 33040 JULIO TORRADO CHAIR 1.00 X X 0 0 0 SUSAN SIKICH VICE CHAIR 1.00 X X 0 0 0 PAMELA LINDER TREASURER 1.00 X X 0 0 0 DAVID SMITH SECRETARY 1.00 X X 0 0 0 NANCY AMSTERDAM DIRECTOR (THRU 10/2024) 1.00 X 0 0 0 JESSICA BATTY DIRECTOR (AS OF 10/2024) 1.00 X 0 0 0 MADELINE BAUM DIRECTOR 1.00 X 0 0 0 SEAN BRANDENBURG DIRECTOR 1.00 X 0 0 0 CATHY CRANE DIRECTOR (THRU 10/2024) 1.00 X 0 0 0 CHRIS DEEM DIRECTOR 1.00 X 0 0 0 NORA HERNANDEZ HENDRIX DIRECTOR 1.00 X 0 0 0 LORIE LEAL DIRECTOR (AS OF 10/2024) 1.00 X 0 0 0 KRISTEN LIVENGOOD DIRECTOR (THRU 10/2024) 1.00 X 0 0 0 JENNIFER MILLER ROTH DIRECTOR (AS OF 05/2025) 1.00 X 0 0 0 JOY MCPETERS DIRECTOR 1.00 X 0 0 0 KRISTINE PABIAN DIRECTOR 1.00 X 0 0 0 LISSETTE QUINTERO DIRECTOR 1.00 X 0 0 0 YVETTE TALBOTT DIRECTOR 1.00 X 0 0 0 ALEIDA I JACOBO ESQ CHIEF EXECUTIVE OFFICER 40.00 X 245283 0 26512 GREG WHEELER CHIEF FINANCIAL OFFICER 40.00 X 165397 0 23195 KHALILAH DAWES CHIEF OPERATING OFFICER 40.00 X 147470 0 21624 SCOTT SHORES IT MANAGER 40.00 X 120116 0 25373 678266 0 96704 4 0 1 0 0 548425 5748185 587811 6884421 CDC FEES 624100 817939 817939 817939 124658 124658 72693 67718 4975 4975 4975 1162 3917 0 0 1162 3917 5079 5079 294943 548425 254185 40758 40758 SHARED SVC REIMBURSE 900099 112477 112477 112477 7990307 817939 0 287947 355181 355181 465209 54878 410331 4156374 3280039 876335 115266 86522 28744 683355 505852 177503 351491 258047 93444 1376 1376 34636 34636 29199 29199 16271 4028 12243 161768 102618 59150 46923 1684 45239 445267 131098 314169 161521 131025 30496 6634 3345 3289 318075 62775 255300 82063 82063 STAFF TRAINING/LICENSE 143785 107811 35974 PROGRAM EXPENSES 93438 93438 COMMUNITY EVENT EXP 51989 51989 MANAGEMENT ALLOCATION 0 2047800 -2047800 45998 28415 17583 7765819 7336619 377211 51989 23402 29448 4665471 2851329 207446 397169 46147 64870 182154 211905 13726802 3021429 8975039 10705373 0 133939 18118 23523 14117777 14417556 494692 575449 44228 56057 4200 2100 5665 3448 548785 637054 X 12047299 13271416 1521693 509086 13568992 13780502 14117777 14417556 224488 -12978 0 X 0 1 X 1 1 1 X 6841321 6135112 7607180 6562516 6884421 34030550 6841321 6135112 7607180 6562516 6884421 34030550 547655 33482895 97662 55689 176391 289589 197351 816682 139803 216266 230324 276180 407420 1269993 36117225 3103910 0.92710 0.93910 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 120,931. 2021 AMOUNT: $ 109,711. 2022 AMOUNT: $ 180. GROSS INCOME FROM FUNDRAISING EVENTS - 2020 AMOUNT: $ 18,872. 2021 AMOUNT: $ 106,555. 2022 AMOUNT: $ 138,100. 2023 AMOUNT: $ 166,860. 2024 AMOUNT: $ 294,943. REIMBURSEMENTS - 2022 AMOUNT: $ 92,044. 2023 AMOUNT: $ 109,320. 2024 AMOUNT: $ 112,477. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 4200 0 2100 2100 1 X 129936 4922 919 133939 129936 5210 5210 129936 129936 2510 2510 129936 129936 285 285 129936 129936 543 543 129936 1.00000 0 0 2620706 2620706 9323884 2461947 6861937 319608 59012 260596 1284327 500470 783857 178277 178277 10705373 LEASE LIABILITY FINANCE 3448 3448 X 8312210 321903 321903 7990307 0 7990307 8100700 12978 321903 334881 7765819 0 7765819 PART IV, LINE 2B: ESCROW LIABILITIES ARE SECURITY DEPOSITS HELD FOR RENTED PROPERTIES. PART V, LINE 4: WESLEY HOUSE'S PERMANENTLY RESTRICTED ENDOWMENT CONSISTS OF FUNDS ESTABLISHED BY THE MARION STEVENS WILL. THE FUND WAS ESTABLISHED IN 2001 REQUIRING THE PRINCIPAL OF THE ENDOWMENT TO REMAIN INTACT. THE INCOME FROM THE ENDOWMENT PRINCIPAL IS USED TO FUND TUITION ASSISTANCE FOR CHILDREN WHOSE FAMILIES BARELY EXCEED THE LOW-INCOME GUIDELINES. PART X, LINE 2: WESLEY HOUSE IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. WESLEY HOUSE HAS ADOPTED ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10 AS IT RELATES TO UNCERTAIN TAX POSITIONS. WHEN APPLICABLE, ANY INTEREST AND PENALTIES RECOGNIZED ASSOCIATED WITH A TAX POSITION ARE CLASSIFIED AS CURRENT LIABILITIES IN WESLEY HOUSE'S FINANCIAL STATEMENTS. WESLEY HOUSE IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NET WITH REVENUE 254,185. RENTAL EXPENSES NET WITH REVENUE 67,718. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NET WITH REVENUE 254,185. RENTAL EXPENSES NET WITH REVENUE 67,718. BLACK TIE BENEFIT KEY WEST 629220 487900 141320 22342 22341 14050 58071 VALENTINE'S DAY GALA 140542 15182 125360 21099 21099 9369 37736 1 73606 45343 28263 26927 1036 300 19815 843368 548425 294943 70368 44476 23719 115622 254185 40758 1 FULL CASE MANAGEMENT AND ADOPTIONS 203 260421 N/A N/A TUITION ASSISTANCE 18 36957 N/A N/A FAMILY PRESERVATION SERVICES 56 17778 N/A N/A CONCH REPUBLIC FUND 37 25645 N/A N/A OTHER ASSISTANCE 18 14380 N/A N/A PART I, LINE 2: WESLEY HOUSE MAINTAINS DETAILED RECORDS ON EACH GRANT, INCLUDING COPIES OF DOCUMENTATION TO SUBSTANTIATE COST, CLIENT NAME, ITEM AND AMOUNT. THESE RECORDS FOLLOW THE SAME PROCEDURES AS OTHER EXPENDITURES WITHIN THE ORGANIZATION, WHICH REQUIRE SUPERVISORY APPROVAL AND FINANCIAL REVIEW. THESE RECORDS ARE FURTHER REVIEWED BY THE ORGANIZATIONS THAT PROVIDE THE FUNDING FOR THESE EXPENSES. X X X X 0 0 0 0 0 0 0 1 0 ALEIDA I JACOBO ESQ CHIEF EXECUTIVE OFFICER 230283 0 15000 0 0 0 8144 0 18368 0 271795 0 0 0 GREG WHEELER CHIEF FINANCIAL OFFICER 161897 0 3500 0 0 0 8143 0 15052 0 188592 0 0 0 KHALILAH DAWES CHIEF OPERATING OFFICER 141586 0 5884 0 0 0 2682 0 18942 0 169094 0 0 0 PART I, LINE 7 THE OFFICERS' BONUSES WERE BASED ON PERFORMANCE AND/OR ADDITIONAL EFFORTS AND NOT TIED TO THE REVENUE OR NET EARNINGS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE MAY ACT ON BEHALF OF THE GOVERNING BOARD WHEN THEY ARE NOT ABLE TO MEET AND TIMELY DECISIONS NEED TO BE MADE. THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD INCLUDING THE CHAIR, VICE CHAIR, TREASURER AND SECRETARY. IN PRACTICE, THE EXECUTIVE COMMITTEE HAS NOT YET EXERCISED THIS AUTHORITY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DEVELOPED BY WESLEY HOUSE FAMILY SERVICES STAFF AND AN OUTSIDE ACCOUNTING FIRM. ONCE PREPARED, IT IS PRESENTED TO THE FINANCE/AUDIT COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW AND THEN SUBMITTED TO THE ENTIRE BOARD OF DIRECTORS FOR APPROVAL. ONCE APPROVED, THE FORM IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IF A BOARD MEMBER HAS AN INTEREST IN A PROPOSED TRANSACTION WITH WESLEY HOUSE IN THE FORM OF A PERSONAL AND/OR FINANCIAL INTEREST IN THE TRANSACTION OR IN ANY ORGANIZATION INVOLVED IN THE TRANSACTION, OR HOLDS A POSITION AS TRUSTEE, DIRECTOR, OR OFFICER IN ANY SUCH ORGANIZATION, HE OR SHE MUST MAKE FULL DISCLOSURE OF SUCH INTEREST BEFORE ANY DISCUSSION OR NEGOTIATION OF SUCH TRANSACTION. ANY BOARD OR COMMITTEE MEMBER WHO IS AWARE OF POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO ANY MATTER COMING BEFORE THE BOARD OR COMMITTEE SHALL NOT BE PRESENT FOR ANY DISCUSSION OF OR VOTE IN CONNECTION WITH THE MATTER. THE FOLLOWING INFORMATION CLARIFIES A POTENTIAL BOARD OF DIRECTOR CONFLICT OF INTEREST AND THE RELATED CONCERNS. NO CONTRACT OR OTHER TRANSACTION BETWEEN A CORPORATION AND ONE OR MORE OF ITS DIRECTORS OR ANY OTHER CORPORATION, FIRM, ASSOCIATION, OR ENTITY IN WHICH ONE OR MORE OF ITS DIRECTORS ARE DIRECTORS OR OFFICERS OR ARE FINANCIALLY INTERESTED SHALL BE EITHER VOID OR VOIDABLE: (I) BECAUSE OF SUCH RELATIONSHIP OR INTEREST, (II) BECAUSE SUCH DIRECTOR OR DIRECTORS ARE PRESENT AT THE MEETING OF THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF WHICH AUTHORIZES, APPROVES OR RATIFIES SUCH CONTRACT OR TRANSACTION, AND/OR (III) BECAUSE HIS/HER VOTES ARE COUNTED FOR SUCH PURPOSE, IF: 1. THE FACT OF SUCH RELATIONSHIP OR INTEREST IS DISCLOSED OR KNOWN TO THE BOARD OF DIRECTORS OR COMMITTEE WHICH AUTHORIZES, APPROVES, OR RATIFIES THE CONTRACT OR TRANSACTION BY VOTE; 2. THE FACT OF SUCH RELATIONSHIP OR INTEREST IS DISCLOSED OR KNOWN TO THE MEMBERS ENTITLED TO VOTE ON SUCH CONTRACT OR TRANSACTION, IF ANY, AND THEY AUTHORIZE, APPROVE, OR RATIFY IT BY VOTE OR WRITTEN CONSENT; OR 3. THE CONTRACT OR TRANSACTION IS FAIR AND REASONABLE AS TO THE CORPORATION AT THE TIME IT IS AUTHORIZED BY THE BOARD, A COMMITTEE, OR THE MEMBERS. TO IMPLEMENT THIS POLICY, BOARD MEMBERS OF THE ORGANIZATION WILL SUBMIT ANNUAL STATEMENTS ON THE ATTACHED FORM AND, IF NOT PREVIOUSLY DISCLOSED, WILL MAKE DISCLOSURE BEFORE ANY RELEVANT BOARD OR COMMITTEE ACTION. THESE STATEMENTS WILL BE REVIEWED BY THE EXECUTIVE BOARD, WHICH WILL MAKE A DECISION TO RESOLVE ANY ACTUAL OR POTENTIAL CONFLICT. ON AN ANNUAL BASIS, DIRECTORS WILL COMPLETE A CONFLICT OF INTEREST STATEMENT. THESE COMPLETED STATEMENTS WILL BE REVIEWED BY THE EXECUTIVE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE CEO IS EVALUATED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD. THERE IS AN EVALUATION PROCESS/DOCUMENTATION THAT ALSO INCLUDES INPUT FROM DIRECT REPORTS OF THE CEO. THE EXECUTIVE COMMITTEE USES COMPARABLE DATA IN ITS ANALYSIS OF FAIR COMPENSATION. THE EVALUATION WITH ANY RECOMMENDATIONS IS THEN SUBMITTED TO THE ENTIRE BOARD FOR APPROVAL. OTHER OFFICERS AND EMPLOYEES ARE EVALUATED USING THE SAME PROCEDURES. FORM 990, PART VI, SECTION C, LINE 18 WESLEY HOUSE SUBSCRIBES TO THE MODEL OF NOT-FOR-PROFIT TRANSPARENCY AND MAKES THE AUDITED FINANCIAL STATEMENTS AND SUPPLEMENTAL INFORMATION AND THE IRS FORM 990 AVAILABLE ON OUR WEBSITE, WESLEYHOUSE.ORG. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.