Form 990 for tax year 2024
Filed by ANNESLEY ASSOCIATION OF SENIOR HEALTH SERVICES.
Totals
- Total revenue
- $121,151
- Total expenses
- $241,287
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $43,080
- Investment income
- $78,071
- Other revenue
- $0
- Total assets, end of year
- $1,820,940
- Total liabilities, end of year
- $1,821,184
- Net assets or fund balances, end of year
- -$244
- Program services expenses (Part IX)
- $241,287
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $241,287
Program services were 100.0% 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.
-
2a · Program service revenue: RENTAL INCOME FROM REL
total $43,080 · related or exempt $43,080
-
3 · Investment income
total $7,020 · excluded $7,020
-
7a · Gross sales of assets other than inventory
other assets $183,912
-
7b · Less cost or other basis and sales expenses
other assets $112,861
-
7c · Gain or loss
other assets $71,051
-
7d · Net gain or loss
total $71,051 · related or exempt $71,051
Functional expenses
Part IX, the statement of functional expenses.
-
11g · Fees: other
total $1,899 · program services $1,899
-
12 · Advertising and promotion
total $2,500 · program services $2,500
-
16 · Occupancy
total $7,016 · program services $7,016
-
20 · Interest
total $128,107 · program services $128,107
-
22 · Depreciation, depletion and amortization
total $51,955 · program services $51,955
-
24a · Other expenses: REAL ESTATE TAXES
total $38,610 · program services $38,610
-
24b · Other expenses: REPAIRS AND MAINTENANCE
total $11,200 · program services $11,200
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $120,278 · end of year $145,112
-
9 · Prepaid expenses and deferred charges
beginning of year $2,708 · end of year $5,406
-
10a · Land, buildings and equipment: cost or other basis
$1,635,615
-
10b · Land, buildings and equipment: accumulated depreciation
$186,828
-
10c · Land, buildings and equipment, net
beginning of year $1,590,845 · end of year $1,448,787
-
11 · Investments: publicly traded securities
beginning of year $123,150 · end of year $130,603
-
14 · Intangible assets
beginning of year $113,789 · end of year $91,032
-
17 · Accounts payable and accrued expenses
beginning of year $438,777 · end of year $353,495
-
23 · Secured mortgages and notes payable
beginning of year $1,799,554 · end of year $1,467,689
-
27 · Net assets without donor restrictions
beginning of year -$287,561 · end of year -$244
Mission and programs · 2024
Mission
TO MANAGE THE OPERATIONS AND ACTIVITIES OF THE WESBURY FAMILY OF CORPORATIONS AND THEIR AFFILIATES.
Activities or mission (Part I)
TO MANAGE THE OPERATIONS AND ACTIVITIES OF THE WESBURY FAMILY OF CORPORATIONS AND THEIR AFFILIATES
-
MANAGEMENT OF THE OPERATIONS AND ACTIVITIES OF THE WESBURY FAMILY OF CORPORATIONS AND THEIR AFFILIATES.
Expenses $241,287 · Revenue $114,131
As filed on the 2024 return.
Listed in Part VII
-
Lance JohnsonLANCE JOHNSON
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Debra SpenceDEBRA SPENCE
VICE CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Christopher ZerbeCHRISTOPHER ZERBE
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Mark WeindorfMARK WEINDORF
ASSISTANT SECRETARY/TREASU
- Total calculated
- $0
- Hours/week
- 1
-
Brian NageotteBRIAN NAGEOTTE
PRESIDENT
- 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
-
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
-
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 + 40 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
-
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 + 40 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
The filer's explanations (Part III)
- PART I, LINE 4B
- BRIAN NAGEOTTE-$12,000
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.
-
WESBURY UNITED METHODIST COMMUNITY
501(C)3 · PROVIDING HEALTH CARE SERVICES TO MATURE ADULTS IN A CHRISTIAN ENVIRONMENT · PA
-
501(C)3 · RAISING MONIES FOR THE SUPPORT OF WESBURY UNITED METHODIST COMMUNITY · 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
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.
-
NORTHWEST PHARMACY SOLUTIONS LLC
S · PHARMACY · PA · 100% owned · share of income -$319,295 · share of assets $420,476 · controlled entity
Directly controlled by ANNESLEY ASSOCIATION OF SENIOR HEALTH SERVICES
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 11 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513189349310536
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.