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Nonprofiteer
← WESLEY FAMILY SERVICES FOUNDATION

Form 990 for tax year 2023

Filed by WESLEY FAMILY SERVICES FOUNDATION.

Totals

Total revenue
$1,250,016
Total expenses
$1,533,503
Contributions and grants received
$779,498
Grants paid
$675,353
Program service revenue
$93,282
Investment income
$530,558
Other revenue
-$153,322
Total assets, end of year
$15,202,618
Total liabilities, end of year
$1,928,355
Net assets or fund balances, end of year
$13,274,263
Program services expenses (Part IX)
$1,003,173
Management and general expenses
$66,670
Fundraising expenses
$463,660
Program service expenses (Part III)
$1,003,173

Program services were 65.4% 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.

  • 1c · Fundraising events

    $346,033

  • 1f · All other contributions, gifts and grants

    $433,465

  • 2a · Program service revenue: AFFILIATE RENTALS

    total $93,282 · related or exempt $93,282

  • 3 · Investment income

    total $377,716 · excluded $377,716

  • 7a · Gross sales of assets other than inventory

    securities $2,109,152

  • 7b · Less cost or other basis and sales expenses

    securities $1,956,310

  • 7c · Gain or loss

    securities $152,842

  • 7d · Net gain or loss

    total $152,842 · excluded $152,842

  • 8a · Fundraising events: gross income

    $185,550

  • 8a · Fundraising events: contributions included on line 1c

    $346,033

  • 8b · Fundraising events: direct expenses

    $347,586

  • 8c · Net income from fundraising events

    total -$162,036 · excluded -$162,036

  • 11a · Other revenue: OTHER REVENUE

    total $8,714 · related or exempt $8,714

  • 11e · Other revenue, total

    $8,714

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $647,672 · program services $647,672

  • 2 · Grants to domestic individuals

    total $27,681 · program services $27,681

  • 11c · Fees: accounting

    total $2,415 · management and general $2,415

  • 11f · Fees: investment management

    total $60,403 · fundraising $60,403

  • 11g · Fees: other

    total $175,253 · program services $35,828 · fundraising $139,425

  • 12 · Advertising and promotion

    total $26,441 · program services $3,151 · fundraising $23,290

  • 13 · Office expenses

    total $471 · fundraising $471

  • 14 · Information technology

    total $13,739 · program services $13,739

  • 17 · Travel

    total $363 · fundraising $363

  • 22 · Depreciation, depletion and amortization

    total $112,770 · program services $112,770

  • 23 · Insurance

    total $1,397 · fundraising $1,397

  • 24a · Other expenses: SHARED SERVICES

    total $367,879 · program services $69,317 · management and general $63,900 · fundraising $234,662

  • 24b · Other expenses: PROGRAM SUPPORT/ACTIVIT

    total $50,007 · program services $50,007

  • 24c · Other expenses: PROGRAM SUPPLIES

    total $43,032 · program services $42,022 · fundraising $1,010

  • 24d · Other expenses: MISCELLANEOUS

    total $3,980 · program services $986 · management and general $355 · fundraising $2,639

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $665,431 · end of year $544,756

  • 2 · Savings and temporary cash investments

    beginning of year $259,630 · end of year $270,871

  • 3 · Pledges and grants receivable

    beginning of year $36,922 · end of year $16,000

  • 4 · Accounts receivable

    beginning of year $239,555 · end of year $275,757

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,210 · end of year $5,849

  • 10a · Land, buildings and equipment: cost or other basis

    $3,286,126

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,390,061

  • 10c · Land, buildings and equipment, net

    beginning of year $1,008,835 · end of year $896,065

  • 11 · Investments: publicly traded securities

    beginning of year $12,578,890 · end of year $13,193,320

  • 17 · Accounts payable and accrued expenses

    beginning of year $324,298 · end of year $85,038

  • 19 · Deferred revenue

    beginning of year $55,350 · end of year $161,575

  • 25 · Other liabilities

    beginning of year $1,776,964 · end of year $1,681,742

  • 27 · Net assets without donor restrictions

    beginning of year $7,569,598 · end of year $8,020,225

  • 28 · Net assets with donor restrictions

    beginning of year $5,065,263 · end of year $5,254,038

Mission and programs · 2023

Mission

WESLEY FAMILY SERVICES FOUNDATION ("FOUNDATION") IS A 501(C)(3) CHARITABLE ORGANIZATION AND HAS BEEN FURTHER CLASSIFIED AS A TYPE I SUPPORTING ORGANIZATION ENGAGING IN FUND-RAISING, RESEARCH AND OTHER CHARITABLE ACTIVITIES ON BEHALF OF WESLEY FAMILY SERVICES (WFS). WESLEY FAMILY SERVICES PROVIDES SERVICES IN THE AREAS OF AGING, AUTISM, SPECIALIZED EDUCATION, BEHAVIORAL HEALTH, COMMUNITY EMPOWERMENT, FAMILY SUPPORT AND PRESERVATION AND INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THE FOUNDATION PROVIDES FACILITY SERVICES, OVERSIGHT OF CAPITAL PROJECTS, DEVELOPMENT OPPORTUNITIES, AND MANAGEMENT SUPPORT SERVICES TO WESLEY FAMILY SERVICES

Activities or mission (Part I)

RAISES FUNDS AND APPLIES FOR GRANTS TO SUPPORT THE SERVICES PROVIDED BY WESLEY FAMILY SERVICES.

  • THE FOUNDATION RAISES FUNDS AND AWARENESS AND APPLIES FOR GRANTS TO SUPPORT THE SERVICES PERFORMED BY WESLEY FAMILY SERVICES (WFS). THE MISSION OF WFS IS TO EMPOWER CHILDREN, ADULTS AND FAMILIES BY PROVIDING TRANSFORMATIONAL, WHOLE PERSON CARE. WFS PROVIDED SERVICES THAT PROMOTE RECOVERY AND RESILIENCY AT MORE THAN 30 DIFFERENT AGENCY LOCATIONS AND SHARED FACILITIES IN THE COMMUNITY DURING FY24. WFS PROVIDES PERSON-CENTERED CARE TO OVER 20,000 INDIVIDUALS AND FAMILIES ANNUALLY IN SOUTHWESTERN PENNSYLVANIA. WFS HAS OVER 900 CARING, HIGHLY TRAINED STAFF WHO ARE COMMITTED TO PROVIDING HIGH QUALITY, TRANSFORMATIONAL SUPPORT SERVICES TO CHILDREN, ADULTS, AND FAMILIES OVER THE COURSE OF THEIR LIFESPAN SO THAT THEY ARE EMPOWERED TO REACH THEIR FULL POTENTIAL AND OVERCOME CHALLENGES TO BECOME PART OF A STRONGER COMMUNITY AND HAVE A BRIGHTER FUTURE. THE MORE THAN 50 LIFE CHANGING PROGRAMS ARE OFFERED IN THE AREAS OF AGING, BEHAVIORAL HEALTH, COMMUNITY EMPOWERMENT, FAMILY SUPPORT AND PRESERVATION, INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, AND SPECIALIZED EDUCATION. WFS' VISION IS TO DO MORE FOR MORE CHILDREN, FAMILIES AND ADULTS; BE MORE EFFECTIVE, EFFICIENT AND SUSTAINABLE; AND CONTINUE TO INNOVATE IN WHAT WE DO AND HOW WE DO IT. DURING FY24, OUR STAFF EMBODIED WFS' VALUES BY PRACTICING EMPATHY, WHILE BEING COMMITTED TO EXCELLENCE IN CARING FOR THOSE WE ARE PRIVILEGED TO SERVE, AND EMPOWERING THEIR TRANSFORMATION THROUGH LEVERAGING INNOVATION AND ENERGIZING INSPIRATION. THE FOUNDATION'S FUNDRAISING EVENTS RAISE FUNDING AND COMMUNITY AWARENESS FOR THE PROGRAMS AND SERVICES OF WFS. EACH EVENT IS DESIGNED TO PROVIDE ATTENDEES WITH AN ENJOYABLE EXPERIENCE WHILE SUPPORTING THE CHILDREN, FAMILIES AND INDIVIDUALS THAT WE SERVE. WE HAVE MANY VOLUNTEERS WHO DEVOTE TIME TO OUR EVENTS. UNRESTRICTED FUNDS RAISED ENABLE THE PROGRAMS TO USE THE DOLLARS WHERE MOST NEEDED TO PROVIDE THE HIGHEST QUALITY OF CARE.

    Expenses $1,003,173 · Grants $675,354 · Revenue $101,996

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Douglas W Muetzel

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $384,846
    From this org
    $0
    From related orgs
    $353,252
    Other
    $31,594
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $229,696 related
    Bonus
    $0 + $96,862 related
    Other
    $0 + $26,694 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $18,394 related
    Filer's total
    $0 + $384,846 related

  • Patricia Nichols

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Richard L Beynon

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Len Corton

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Ross Chambers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Michael Lewis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sandra Lewis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mildred Morrison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2.75 related

  • Dexter Braff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Emily J Pietrzak

    CHIEF FINANCIAL OFFICER

    Total calculated
    $184,546
    From this org
    $0
    From related orgs
    $171,698
    Other
    $12,848
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $139,453 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $7,245 related
    Deferred
    $0 + $6,034 related
    Nontaxable benefits
    $0 + $6,814 related
    Filer's total
    $0 + $184,546 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

None.

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
THE ORGANIZATION'S CEO IS PAID BY WESLEY FAMILY SERVICES. WESLEY FAMILY SERVICES USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

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 SPECTRUM SERVICES

    501(C)(3) · PROVIDES SERVICES TO CHILDREN, FAMILIES & COMMUNITIES · PA

    Directly controlled by WESLEY FAMILY SERVICES

  • WESLEY FAMILY SERVICES

    501(C)(3) · PROVIDES SERVICES TO CHILDREN, FAMILIES & COMMUNITIES · PA

  • FAMILY SERVICES OF WESTERN PENNSYLVANIA

    501(C)(3) · PROVIDES SERVICES TO ADULTS, FAMILIES & COMMUNITIES · PA

    Directly controlled by WESLEY FAMILY SERVICES

  • FSWP-GL I INC

    501(C)(3) · SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES · PA

    Directly controlled by WESLEY FAMILY SERVICES

  • FSWP-GL II INC

    501(C)(3) · SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES · PA

    Directly controlled by WESLEY FAMILY SERVICES

  • FSWP-GL IV INC

    501(C)(3) · SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES · PA

    Directly controlled by WESLEY FAMILY SERVICES

  • FSWP-GL III INC

    501(C)(3) · SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES · PA

    Directly controlled by WESLEY FAMILY SERVICES

  • FSWP-GL V INC

    501(C)(3) · SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES · PA

    Directly controlled by WESLEY FAMILY SERVICES

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202541359349305709

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