2026-07-15T08:50:05+00:00 2025-08-31 580692043 Mauldin & Jenkins LLC 200 Galleria Parkway Suite 1700 Atlanta GA 30339 990 2024-09-01 582190281 Wesley Woods of Athens Inc WESL 4047796231 1817 Clifton Road NE Atlanta GA 30329 TERRY BARCROFT PRESIDENT/CEO 4047796231 2026-07-15 true true Melissa Seward P02145103 7709558600 2026-07-14 2024 2025-03-06 01:10:19Z Talmage Terrace TERRY BARCROFT 1817 Clifton Road NE Atlanta GA 30329 4614840 false X WWW.WESLEYWOODS.ORG X 1995 GA OUR MISSION IS TO CREATE COMMUNITIES OF CONNECTION, WELL-BEING, AND PROMISE. 4 1 38 233 0 275272 315494 3980902 4264802 43121 23672 21120 10872 4320415 4614840 0 0 0 0 1711865 1794849 0 0 0 2513685 2530181 4225550 4325030 94865 289810 5031182 5224070 8567049 8425948 -3535867 -3201878 OUR MISSION IS TO CREATE COMMUNITIES OF CONNECTION, WELL-BEING, AND PROMISE. false false 3745804 4264802 WESLEY WOODS OF ATHENS, INC.'S MISSION IS TO CREATE COMMUNITIES OF CONNECTION, WELL-BEING AND PROMISE. IT OPERATES AN EXCELLENT LIFEPLAN COMMUNITY OFFERING RESIDENTIAL, RETIREMENT, DINING, HOUSEKEEPING, LIFE ENRICHMENT AND WELLNESS PROGRAMMING, 24 HOUR STAFFED EMERGENCY RESPONSE AND PRIVATE LICENSED PERSONAL CARE. THE PROJECT HAS 46 INDEPENDENT LIVING APARTMENTS AND 36 PERSONAL CARE APARTMENT HOMES AVAILABLE WITH AN AVERAGE OCCUPANCY RATE OF 92.68% AS OF 08/31/25. 3745804 true true false false false false false false false false true false false true true true true true false false false false false false false false false false false true true false false false false false false false false false false false false false false false true false false false false true X 0 0 38 true false false false false false false false false false false false false X 4 1 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 4047286299 1817 CLIFTON ROAD NE ATLANTA GA 30329 LAURI ANN BROOKS VPO, DIRECTOR 16.0 34.0 X X 0 224451 20145 TERRY BARCROFT PRESIDENT & CEO 5.0 45.0 X X 0 324346 24499 TOM JACKSON CHAIR 1.0 2.0 X X 0 0 0 DIANE VAUGHAN DIRECTOR, Foundation President 1.0 42.0 X 0 207288 26424 BRANDON VALASEK CFO & SECRETARY/TREASURER 10.0 40.0 X 0 207374 24102 DANA CHANDLER EXECUTIVE DIRECTOR 40.0 X 132533 0 28694 132533 963459 123864 1 false true false 0 315494 315494 RENTALS AND SERVICES 531110 4264802 4264802 0 0 0 0 4264802 23672 23672 0 0 0 0 FOOD SERVICES, FEES, MISC 900099 4982 4982 GUEST SERVICES 900099 5890 5890 0 0 0 0 10872 4614840 4264802 0 34544 0 0 165765 132611 33154 1281653 1085113 196540 46241 39371 6870 197079 167251 29828 104111 87936 16175 161536 161536 8584 8584 2183 2183 279681 273820 5861 0 115592 92150 23442 51249 41644 9605 41127 32901 8226 734918 710035 24883 6271 125 6146 4225 4136 89 350186 344441 5745 92069 90227 1842 FOOD COSTS 384575 376516 8059 SUPPLIES 160662 157449 3213 REPAIRS & MAINTENANCE 103500 82799 20701 DUES AND SUBSCRIPTIONS 26862 21489 5373 6961 5790 1171 0 4325030 3745804 579226 0 40606 1168710 18046 2933 0 0 0 0 17958 17958 83924 90727 8339223 5351314 2871701 2987909 1218757 0 0 0 780190 955833 5031182 5224070 647745 535081 284153 288716 2451125 2318531 0 0 5184026 5283620 8567049 8425948 X -3538048 -3244648 2181 42770 -3535867 -3201878 5031182 5224070 289810 44179 0 X X false true true false X 397318 255453 223590 275272 315494 1467127 3176274 3695004 3870243 3980902 4264802 18987225 0 0 0 3573592 3950457 4093833 4256174 4580296 20454352 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 20454352 152 207 636 43121 23672 67788 0 152 207 636 43121 23672 67788 0 35936 40377 21092 21120 10872 129397 3609680 3991041 4115561 4320415 4614840 20651537 0.99045 0.98834 0 0 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - FOOD SERVICES, FEES, MISC, COLUMN A - 31460.0, COLUMN B - 34128.0, COLUMN C - 14116.0, COLUMN D - 12753.0, COLUMN E - 4982.0, COLUMN F - 97439.0; DESCRIPTION - GUEST SERVICES, COLUMN A - 4476.0, COLUMN B - 6249.0, COLUMN C - 6976.0, COLUMN D - 8367.0, COLUMN E - 5890.0, COLUMN F - 31958.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 94105 94105 7363960 4656229 2707731 83717 29015 54702 797441 666070 131371 2987909 INTEREST IN RELATED PARTIES 42770 SECURITY DEPOSITS 846421 RECEIVABLES FROM RELATED PARTIES 66642 955833 Federal Income Taxes INTEREST RATE SWAP OBLIGATION 232685 REFUNDABLE ENTRANCE FEES 5050935 5283620 X 4659019 44179 0 44179 4614840 0 0 4614840 4325030 0 0 4325030 0 0 4325030 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote WESLEY WOODS OF ATHENS, INC. (THE CCRC) QUALIFIES AS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C)(3) AND HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS A PUBLICLY SUPPORTED ORGANIZATION AND NOT AS A PRIVATE FOUNDATION. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE LIFEPLAN COMMUNITY'S TAX EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. CCRC FOLLOWS THE STATUTORY REQUIREMENTS FOR ITS INCOME TAX ACCOUNTING AND GENERALLY AVOIDS RISKS ASSOCIATED WITH POTENTIALLY PROBLEMATIC TAX POSITIONS THAT MAY BE CHALLENGED UPON EXAMINATION. MANAGEMENT BELIEVES ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING ADDITIONAL INCOME TAXES FROM ACTIVITIES DEEMED TO BE UNRELATED TO THE LIFEPLAN COMMUNITY'S TAX-EXEMPT STATUS WOULD NOT HAVE A MATERIAL EFFECT ON THE LIFEPLAN COMMUNITYS FINANCIAL STATEMENTS. THE CCRC FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF GEORGIA. false false false false false false false false false TERRY BARCROFT PRESIDENT & CEO 0 299346 0 25000 0 0 0 15012 0 9487 0 348845 0 0 LAURI ANN BROOKS VPO, DIRECTOR 0 208451 0 16000 0 0 0 10733 0 9412 0 244596 0 0 DIANE VAUGHAN DIRECTOR, Foundation President 0 187288 0 20000 0 0 0 10065 0 16359 0 233712 0 0 BRANDON VALASEK CFO & SECRETARY/TREASURER 0 192374 0 15000 0 0 0 8156 0 15946 0 231476 0 0 DANA CHANDLER EXECUTIVE DIRECTOR 132533 0 0 0 0 0 7102 0 21592 0 161227 0 0 0 A RESIDENTIAL CARE FACILITIES FOR THE ELDER 582349667 047056AD8 2007-08-31 4000000 MORTGAGE false false false A 1775000 4000000 4000000 2007 true false true true A false false true true false false 0.0005 0 0.0005 false false 0 false false A true false false false true true SUNTRUST BANK 30.0 true false false 0 false false true A false Schedule K, Part I BOND ISSUES: (A) ISSUER NAME: RESIDENTIAL CARE FACILITIES FOR THE ELDERLY AUTH. OF ATHENS-CLARKE COUNTY Form 990, Part V, Line 2a ALL EMPLOYEES ARE EMPLOYED DIRECTLY BY THE PARENT ORGANIZATION, WESLEY WOODS SENIOR LIVING (WWSL), AND LEASED TO THE REPORTING ENTITY. 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 WOODS OF ATHENS, INC REIMBURSES WWSL FOR COMPENSATION, BENEFITS AND PAYROLL TAXES PAID ON THEIR BEHALF. 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 $161,536. 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 WOODS SENIOR LIVING, 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 FORM 990 IS NOT PUBLISHED ON ITS WEBSITE. HOWEVER, ANY PERSON REQUESTING A COPY IN PERSON, WRITING, EMAIL, OR BY PHONE WILL BE PROVIDED A PRINTED OR ELECTRONIC COPY OF THE REQUESTED DOCUMENT(S). Form 990, Part XII, Line 2c Change of oversight process or selection process THERE HAVE BEEN NO CHANGES TO THE AUDITOR SELECTION PROCESS OR THE FINANCIAL STATEMENT OVERSIGHT PROCESS. THE SAME AUDITORS AS THE PREVIOUS YEAR CONTINUED TO PERFORM AUDIT SERVICES. WESLEY HOMES INC 1817 CLIFTON ROAD NE ATLANTA GA 30329 580909393 RETIREMENT COMMUNITY GA 501(c)(3) 10 WESLEY WOODS SENIOR LIVING INC false FOUNDATION OF WESLEY WOODS INC 1817 CLIFTON ROAD NE ATLANTA GA 30329 581543164 SUPPORTING ORGANIZATION GA 501(c)(3) Type III-FI 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 Senior Living Inc 1817 Clifton Road NE Atlanta GA 30329 202157051 Administrative Oversight of Senior Housing Communities GA 501(c)(3) 10 NA false Wesley Woods at Home Inc 1817 Clifton Road NE Atlanta GA 30329 822310432 GA 501(c)(3) 10 NA 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 true false false false false false true false true true true true true false false