2026-07-15T08:54:19+00:00 2025-08-31 580692043 Mauldin & Jenkins LLC 200 Galleria Parkway Suite 1700 Atlanta GA 30339 990 2024-09-01 582190280 Wesley Woods of Newnan- Peachtree City Inc WESL 4047286299 1817 Clifton Road NE Atlanta GA 30329 Terry Barcroft President & CEO 2026-07-15 true true Melissa Seward P02145103 7709558600 2026-07-14 2024 2025-03-06 01:10:19Z Terry Barcroft 1817 Clifton Road NE Atlanta GA 30329 11852844 false X www.wesleywoods.org X 1995 GA Our mission is to create communities of connection, well-being, and promise. 4 1 85 126 0 99288 172791 10755985 11347725 272035 263270 59643 69058 11186951 11852844 0 0 0 0 3837158 4093805 0 0 0 7660995 8243146 11498153 12336951 -311202 -484107 28098442 27033667 37128030 36299442 -9029588 -9265775 Our mission is to create communities of connection, well-being, and promise. false false 10501528 11347725 Wesley Woods of Newnan-Peachtree City'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, personal care, skilled care, along with food services and activities in a community setting. The project consists of 84 independent-living, 45 personal-care and memory-care, and 23 skilled-care units with an average occupancy rate of 85.66 percent as of August 31, 2025. 10501528 true true false false false false false false false true true false false false true true true true false false false false false false false false false false false true true false true true false false false false false false false false false false false false true false false false false true X 0 0 85 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 Director, VPO 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 1.0 42.0 X 0 207288 26424 Brandon Valasek CFO & Secretary/Treasurer 10.0 40.0 X 0 207374 24102 Michael Barry Executive Director 40.0 X 76747 0 3894 Beth Tripp Manager, Sales & Marketing 40.0 X 116175 0 21532 Freda Butler Director of Nursing 40.0 X 113135 0 1570 Robin Mason LPN 40.0 X 121168 0 14540 Sheron Stevenson Assistant Administrator 40.0 X 149341 0 15953 576566 963459 152659 4 false true false Morrison Living PO Box 102289 Atlanta GA 303682289 Dining Services 2156729 A&D GRAY ENTERPRISES INC 225 LAKEPOINT LANE FAYETTEVILLE GA 30215 Construction Services 508247 2 172791 172791 Rentals and Services 531110 11347725 11347725 0 0 0 0 11347725 191802 191802 0 0 71468 0 0 71468 71468 71468 Vending, parking, meals, and other 900099 69058 69058 0 0 0 0 69058 11852844 11347725 0 332328 0 0 171107 136886 34221 3108334 2605619 502715 96096 80484 15612 487492 408700 78792 230776 193843 36933 558856 558856 37402 37402 24753 24753 13751 13751 518770 444378 74392 0 128178 102766 25412 291384 235030 56354 90358 72287 18071 3344309 3119309 225000 22798 456 22342 1685018 1651334 33684 324953 315564 9389 Food Costs 748638 733665 14973 Repairs & maintenance 234324 187460 46864 Supplies 211258 207030 4228 Uniforms 4212 3370 842 4184 3347 837 0 12336951 10501528 1835423 0 405763 99012 3015199 2272370 60105 81373 0 0 0 0 39535 39515 448492 300402 45279060 25873677 19748000 19405383 3916941 4389630 0 0 464407 445982 28098442 27033667 843829 1813789 2850734 3209275 14952491 14027899 0 0 65810 33895 18415166 17214584 37128030 36299442 X -9493995 -9711757 464407 445982 -9029588 -9265775 28098442 27033667 -484107 247920 0 X false true true false X 694342 118857 146040 99288 172791 1231318 8503862 8641135 9749808 10755985 11347725 48998515 0 0 0 9198204 8759992 9895848 10855273 11520516 50229833 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 50229833 137942 135928 170302 179350 191802 815324 0 137942 135928 170302 179350 191802 815324 0 97358 151863 427332 59643 69058 805254 9433504 9047783 10493482 11094266 11781376 51850411 0.96875 0.9663 0.02 0.02 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - VENDING/MEALS/PARKING/OTHER, COLUMN A - 97358.0, COLUMN B - 151863.0, COLUMN C - 265178.0, COLUMN D - 59643.0, COLUMN E - 69058.0, COLUMN F - 643100.0; DESCRIPTION - PROCEEDS FROM INSURANCE SETTLEMENT, COLUMN A - , COLUMN B - , COLUMN C - 162154.0, COLUMN D - , COLUMN E - , COLUMN F - 162154.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 434904 15671 419233 434904 434904 417553 17351 434904 418546 -993 417553 419565 -1019 418546 0.0 1.0 0.0 false true true 609485 609485 38718921 22121413 16597508 1582436 1081696 500740 4106760 2670568 1436192 261458 261458 19405383 Federal Income Taxes Deposit Liabilities 17149517 Due to Affiliates 65067 17214584 X 12087013 247920 0 247920 11839093 13751 0 13751 11852844 12323200 0 0 12323200 13751 0 13751 12336951 Schedule D, Part V, Line 4 Intended uses of endowment funds The endowment fund was established to financially assist residents and prospective residents of Wesley Woods of Newnan-Peachtree City in order to pay all or a portion of their initial deposits and/or monthly fees. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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 CCRC's tax-exempt purpose is subject to taxation as unrelated business income. The 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 CCRC's tax-exempt status would not have a material effect on the CCRC's financial statements. 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 Director, VPO 0 208451 0 16000 0 0 0 10733 0 9412 0 244596 0 0 Diane Vaughan Director 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 Sheron Stevenson Assistant Administrator 149341 0 0 0 0 0 7586 0 8367 0 165294 0 0 0 A Residential Care Facilities for the Elderly Authority of Coweta County 911873228 22366NAG6 2021-12-02 16460320 Refunding Mortgage false false false A 1690000 16460320 15451540 8780 1000000 true false false false A false false false false false false 0 0 0.0 false false 0 false true A false false false false false false 0 false false false 0 false false true A false 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 Newnan-Peachtree City, 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 $558,856. 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 an 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 of 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 governing documents, conflict of interest policy, and financial statements are not available through any type of publicly available print media or website. Any person requesting such documents in person, writing, email, or phone will be provided a printed or electronic copy of these documents. Form 990, Part XII, Line 2c 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 Low income Senior Housing GA 501(c)(3) 10 Wesley Woods Senior Living Inc 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 Athens Inc 1817 Clifton Road NE Atlanta GA 30329 582190281 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 support of exempt organizations GA 501(c)(3) 10 NA false Wesley Woods at Home Inc 1817 Clifton Road NE Atlanta GA 30329 822310432 Home Care Services GA 501(c)(3) 10 NA false Foundation of Wesley Woods Inc 1817 Clifton Road NE Atlanta GA 30329 Supporting Organization GA 501(c)(3) Type III-FI NA false Wesley Woods Management Corporation Inc 1817 Clifton Road NE Atlanta GA 30329 900336642 CCRC management services GA Wesley Wood Senior Living Inc C Corporation false false false true false false false false false false false false false true true true true true false false