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Nonprofiteer
← WESLEY WOODS SENIOR LIVING INC

Form 990 for tax year 2022

Filed by WESLEY WOODS SENIOR LIVING INC.

Totals

Total revenue
$3,546,970
Total expenses
$3,502,253
Contributions and grants received
$963,346
Grants paid
$75,008
Program service revenue
$2,220,050
Investment income
$363,263
Other revenue
$311
Total assets, end of year
$12,041,426
Total liabilities, end of year
$4,070,271
Net assets or fund balances, end of year
$7,971,155
Program services expenses (Part IX)
$1,538,352
Management and general expenses
$1,783,116
Fundraising expenses
$180,785
Program service expenses (Part III)
$1,538,352

Program services were 43.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • TERRY BARCROFT

    PRESIDENT & CEO

    Total calculated
    $322,076
    From this org
    $298,303
    From related orgs
    $0
    Other
    $23,773
    Hours/week
    13 + 27 related

    Schedule J breakdown matched by us

    Base
    $298,303
    Bonus
    $0
    Other
    $0
    Deferred
    $14,955
    Nontaxable benefits
    $8,818
    Filer's total
    $322,076

  • LAURI ANN BROOKS

    VPO

    Total calculated
    $227,508
    From this org
    $208,347
    From related orgs
    $0
    Other
    $19,161
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    $208,347
    Bonus
    $0
    Other
    $0
    Deferred
    $10,417
    Nontaxable benefits
    $8,744
    Filer's total
    $227,508

  • DIANE VAUGHAN

    DIRECTOR, PRESIDENT OF FOUNDATION

    Total calculated
    $220,578
    From this org
    $196,355
    From related orgs
    $0
    Other
    $24,223
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $196,355
    Bonus
    $0
    Other
    $0
    Deferred
    $9,818
    Nontaxable benefits
    $14,405
    Filer's total
    $220,578

  • JOHN ETHRIDGE

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • GLENN WARREN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CATHY BERGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAN LOVE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MEREDITH BARCLAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MOLLY PERKINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARTIN MCGAHAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • REV CHUCK SAVAGE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHARON PAPPAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BILL BURCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BISHOP ROBIN DEASE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRANDON VALASEK

    CFO & SECRETARY/TREASURER

    Total calculated
    $176,660
    From this org
    $167,784
    From related orgs
    $0
    Other
    $8,876
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $167,784
    Bonus
    $0
    Other
    $0
    Deferred
    $400
    Nontaxable benefits
    $8,476
    Filer's total
    $176,660

  • JOHN DAVIE FITE

    DIRECTOR OF MARKETING & PUBLIC RELATIONS

    Total calculated
    $162,804
    From this org
    $141,231
    From related orgs
    $0
    Other
    $21,573
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $141,231
    Bonus
    $0
    Other
    $0
    Deferred
    $7,074
    Nontaxable benefits
    $14,499
    Filer's total
    $162,804

  • WALTER KEITH GADD

    CONTROLLER

    Total calculated
    $151,854
    From this org
    $136,932
    From related orgs
    $0
    Other
    $14,922
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $136,932
    Bonus
    $0
    Other
    $0
    Deferred
    $6,924
    Nontaxable benefits
    $7,998
    Filer's total
    $151,854

  • TRACI MONTGOMERY

    HUMAN RESOURCES DIRECTOR

    Total calculated
    $154,567
    From this org
    $133,957
    From related orgs
    $0
    Other
    $20,610
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $133,957
    Bonus
    $0
    Other
    $0
    Deferred
    $6,769
    Nontaxable benefits
    $13,841
    Filer's total
    $154,567

  • KAREN KAGIYAMA

    DIRECTOR OF PASTORAL CARE

    Total calculated
    $138,871
    From this org
    $131,365
    From related orgs
    $0
    Other
    $7,506
    Hours/week
    20 + 20 related

  • THERESA SMITH

    DIRECTOR, RESIDENTIAL ACCOUNTING

    Total calculated
    $117,335
    From this org
    $111,333
    From related orgs
    $0
    Other
    $6,002
    Hours/week
    20 + 20 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • WESLEY HOMES INC

    501(C)(3) · LOW INCOME SENIOR HOUSING · GA · controlled entity

    Directly controlled by WESLEY WOODS SENIOR LIVING INC

  • WESLEY WOODS OF ATHENS INC

    501(C)(3) · CONTINUING CARE RETIREMENT CENTER · GA · controlled entity

    Directly controlled by WESLEY WOODS SENIOR LIVING INC

  • WESLEY WOODS OF NEWNAN-PEACHTREE CITY INC

    501(C)(3) · CONTINUING CARE RETIREMENT CENTER · GA · controlled entity

    Directly controlled by WESLEY WOODS SENIOR LIVING INC

  • WESLEY WOODS INC

    501(C)(3) · DEVELOP & MAINTAIN RETIREMENT COTTAGES · GA · controlled entity

    Directly controlled by WESLEY WOODS SENIOR LIVING INC

  • FOUNDATION OF WESLEY WOODS INC

    501(C)(3) · PROVIDE CHARITABLE SUPPORT · GA · controlled entity

    Directly controlled by WESLEY WOODS SENIOR LIVING INC

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
12 July 2024
IRS schema version
2022v5.0
Source object
202441949349301709

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