Totals
- Total revenue
- $849,840
- Total expenses
- $531,815
- Contributions and grants received
- $407,616
- Grants paid
- $0
- Program service revenue
- $73,200
- Investment income
- $252,344
- Other revenue
- $116,680
- Total assets, end of year
- $19,283,706
- Total liabilities, end of year
- $146,585
- Net assets or fund balances, end of year
- $19,137,121
- Program services expenses (Part IX)
- $489,500
- Management and general expenses
- $42,315
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $489,500
Program services were 92.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$407,616
-
2a · Program service revenue: RENTAL INCOME FROM RELATED PARTY
total $73,200 · excluded $73,200
-
3 · Investment income
total $166,115 · excluded $166,115
-
6a · Gross rents
real property $73,044
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $73,044
-
6d · Net rental income or loss
total $73,044 · excluded $73,044
-
7a · Gross sales of assets other than inventory
securities $3,795,513
-
7b · Less cost or other basis and sales expenses
securities $3,709,284
-
7c · Gain or loss
securities $86,229
-
7d · Net gain or loss
total $86,229 · excluded $86,229
-
8a · Fundraising events: gross income
$26,300
-
8b · Fundraising events: direct expenses
$22,493
-
8c · Net income from fundraising events
total $3,807 · excluded $3,807
-
11a · Other revenue: MISC INCOME
total $39,829 · related or exempt $39,829
-
11e · Other revenue, total
$39,829
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $198,534 · program services $198,534
-
13 · Office expenses
total $39,841 · management and general $39,841
-
16 · Occupancy
total $46,801 · program services $46,801
-
17 · Travel
total $100 · program services $100
-
22 · Depreciation, depletion and amortization
total $106,182 · program services $106,182
-
23 · Insurance
total $11,010 · program services $11,010
-
24a · Other expenses: REAL ESTATE TAXES
total $79,113 · program services $79,113
-
24b · Other expenses: BAD DEBT EXPENSE
total $34,836 · program services $34,836
-
24c · Other expenses: MISCELLANEOUS
total $12,924 · program services $12,924
-
24d · Other expenses: DUES AND SUBSCRIPTIONS
total $2,474 · management and general $2,474
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $300,000 · end of year $300,000
-
2 · Savings and temporary cash investments
beginning of year $2,404,925 · end of year $2,062,062
-
4 · Accounts receivable
beginning of year $209,484 · end of year $180,735
-
9 · Prepaid expenses and deferred charges
beginning of year $97 · end of year $59
-
10a · Land, buildings and equipment: cost or other basis
$4,777,722
-
10b · Land, buildings and equipment: accumulated depreciation
$1,335,528
-
10c · Land, buildings and equipment, net
beginning of year $3,431,601 · end of year $3,442,194
-
11 · Investments: publicly traded securities
beginning of year $7,575,865 · end of year $8,510,909
-
15 · Other assets
beginning of year $4,638,268 · end of year $4,787,747
-
19 · Deferred revenue
beginning of year $18,411 · end of year $116,995
-
25 · Other liabilities
beginning of year $202,427 · end of year $29,590
-
27 · Net assets without donor restrictions
beginning of year $13,701,134 · end of year $14,349,374
-
28 · Net assets with donor restrictions
beginning of year $4,638,268 · end of year $4,787,747
Mission and programs · 2024
Mission
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.
-
TO RAISE MONIES FOR THE SUPPORT OF WESBURY UNITED METHODIST COMMUNITY.
Expenses $489,500 · Revenue $39,829
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Lance A JohnsonLANCE A JOHNSON
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Robert S WaidROBERT S WAID
SECRETARY / TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Jolene TubbsJOLENE TUBBS
SUNSET AUXILIARY PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Debra SpenceDEBRA SPENCE
VICE CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Brian NageotteBRIAN NAGEOTTE
PRESIDENT/CEO
- Total calculated
- $327,954
- From this org
- $0
- From related orgs
- $317,574
- Other
- $10,380
- Hours/week
- 1 + 42 related
Schedule J breakdown matched by us
- Base
- $0 + $312,376 related
- Bonus
- $0
- Other
- $0 + $5,198 related
- Deferred
- $0 + $9,527 related
- Nontaxable benefits
- $0 + $853 related
- Filer's total
- $0 + $327,954 related
-
Mark WeindorfMARK WEINDORF
ASSISTANT SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Lisa MaddyLISA MADDY
CFO
- Total calculated
- $145,114
- From this org
- $0
- From related orgs
- $133,429
- Other
- $11,685
- Hours/week
- 1 + 42 related
-
Sheila BundySHEILA BUNDY
DIRECTOR OF HEALTHCARE AND
- Total calculated
- $149,995
- From this org
- $0
- From related orgs
- $141,602
- Other
- $8,393
- Hours/week
- 1 + 42 related
-
Alishia StevensonALISHIA STEVENSON
VP OF COMPLIANCE, RISK AND
- Total calculated
- $154,065
- From this org
- $0
- From related orgs
- $144,725
- Other
- $9,340
- Hours/week
- 1 + 42 related
Schedule J breakdown matched by us
- Base
- $0 + $144,725 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $4,342 related
- Nontaxable benefits
- $0 + $4,998 related
- Filer's total
- $0 + $154,065 related
-
Lawrence MarstellerLAWRENCE MARSTELLER
ADMINISTRATOR - AL/IL
- Total calculated
- $116,816
- From this org
- $0
- From related orgs
- $108,632
- Other
- $8,184
- Hours/week
- 1 + 40 related
-
Dean YorkDEAN YORK
VP OF HUMAN RESOURCES
- Total calculated
- $119,434
- From this org
- $0
- From related orgs
- $111,931
- Other
- $7,503
- Hours/week
- 1 + 40 related
-
Rick SlagleRICK SLAGLE
DIRECTOR OF INFORMATION TECHNOLOGY
- Total calculated
- $111,452
- From this org
- $0
- From related orgs
- $101,577
- Other
- $9,875
- Hours/week
- 1 + 40 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 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 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
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
No itemized grants to organizations 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.
-
THE ANNESLEY ASSOCIATION OF SENIOR HEALTH SERVICES
501(C)3 · DEVELOPMENT OF PLANS FOR MULTIPLE SENIOR CITIZEN HOUSING PROJECTS. · PA
Directly controlled by WESBURY UNITED METHODIST COMMUNITY
-
501(C)3 · PROVIDING HEALTH CARE SERVICES TO ELDERLY INDIVIDUALS. · PA
Directly controlled by WESBURY UNITED METHODIST COMMUNITY
-
WESBURY UNITED METHODIST COMMUNITY
501(C)3 · PROVIDING HEALTH CARE SERVICES TO MATURE ADULTS IN A CHRISTIAN ENVIRONMENT. · PA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 11 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503189349310590
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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