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← WESBURY UNITED METHODIST COMMUNITY

Form 990 for tax year 2022

Filed by WESBURY UNITED METHODIST COMMUNITY.

Totals

Total revenue
$23,925,040
Total expenses
$23,902,730
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$23,386,530
Investment income
$186,255
Other revenue
$352,255
Total assets, end of year
$53,195,019
Total liabilities, end of year
$24,720,409
Net assets or fund balances, end of year
$28,474,610
Program services expenses (Part IX)
$17,691,031
Management and general expenses
$6,211,699
Fundraising expenses
$0
Program service expenses (Part III)
$17,691,031

Program services were 74.0% 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: CARE OF ELDERLY PEOPLE

    total $22,563,563 · related or exempt $22,563,563

  • 2b · Program service revenue: AMORTIZATION OF ADV FEES

    total $740,167 · related or exempt $740,167

  • 2c · Program service revenue: MANAGEMENT FEE

    total $70,200 · related or exempt $70,200

  • 2d · Program service revenue: RENTAL INCOME FROM RELATED PARTY

    total $12,600 · related or exempt $12,600

  • 3 · Investment income

    total $190,988 · excluded $190,988

  • 6a · Gross rents

    real property $352,213

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $352,213

  • 6d · Net rental income or loss

    total $352,213 · related or exempt $352,213

  • 7a · Gross sales of assets other than inventory

    securities $1,673,893

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

    securities $1,678,626

  • 7c · Gain or loss

    securities -$4,733

  • 7d · Net gain or loss

    total -$4,733 · excluded -$4,733

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $42 · related or exempt $42

  • 11e · Other revenue, total

    $42

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $416,869 · management and general $416,869

  • 7 · Other salaries and wages

    total $10,715,946 · program services $8,295,518 · management and general $2,420,428

  • 8 · Pension plan contributions

    total $217,362 · program services $161,965 · management and general $55,397

  • 9 · Other employee benefits

    total $1,477,542 · program services $1,100,977 · management and general $376,565

  • 10 · Payroll taxes

    total $798,603 · program services $595,072 · management and general $203,531

  • 11a · Fees: management

    total $69,288 · program services $69,288

  • 11g · Fees: other

    total $466,267 · management and general $466,267

  • 12 · Advertising and promotion

    total $190,292 · management and general $190,292

  • 13 · Office expenses

    total $1,224,514 · program services $1,059,874 · management and general $164,640

  • 16 · Occupancy

    total $1,626,988 · program services $1,198,181 · management and general $428,807

  • 19 · Conferences, conventions and meetings

    total $57,561 · management and general $57,561

  • 20 · Interest

    total $658,257 · program services $490,494 · management and general $167,763

  • 22 · Depreciation, depletion and amortization

    total $1,999,130 · program services $1,489,634 · management and general $509,496

  • 24a · Other expenses: SPECIAL SERVICE EXPENSE

    total $1,291,921 · program services $1,291,921

  • 24b · Other expenses: FOOD

    total $1,204,693 · program services $1,204,693

  • 24c · Other expenses: REAL ESTATE TAXES

    total $370,916 · program services $276,385 · management and general $94,531

  • 24d · Other expenses: REPAIRS

    total $355,789 · program services $265,113 · management and general $90,676

  • 24e · All other expenses

    total $760,792 · program services $191,916 · management and general $568,876

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $124,538 · end of year $9,357

  • 2 · Savings and temporary cash investments

    beginning of year $4,788,367 · end of year $4,602,814

  • 4 · Accounts receivable

    beginning of year $3,294,546 · end of year $3,527,441

  • 8 · Inventories for sale or use

    beginning of year $300,533 · end of year $303,746

  • 9 · Prepaid expenses and deferred charges

    beginning of year $129,219 · end of year $288,265

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

    $78,219,005

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

    $42,769,932

  • 10c · Land, buildings and equipment, net

    beginning of year $36,653,926 · end of year $35,449,073

  • 11 · Investments: publicly traded securities

    beginning of year $8,436,646 · end of year $7,261,855

  • 12 · Investments: other securities

    beginning of year $1,309,659 · end of year $1,417,992

  • 14 · Intangible assets

    beginning of year $316,993 · end of year $271,708

  • 15 · Other assets

    beginning of year $81,583 · end of year $62,768

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,809,239 · end of year $1,450,136

  • 19 · Deferred revenue

    beginning of year $7,553,109 · end of year $6,952,335

  • 21 · Escrow or custodial account liability

    beginning of year $80,753 · end of year $61,893

  • 23 · Secured mortgages and notes payable

    beginning of year $16,514,415 · end of year $15,749,332

  • 25 · Other liabilities

    beginning of year $1,411,073 · end of year $506,713

  • 27 · Net assets without donor restrictions

    beginning of year $28,067,421 · end of year $28,474,610

Mission and programs · 2022

Mission

PROVIDE INDIVIDUALIZED, PROACTIVE HEALTH CARE AND LIFE ENRICHMENT SERVICES TO ASSIST MATURE ADULTS IN MAINTAINING THEIR INDEPENDENCE, DIGNITY AND SPIRITUAL WHOLENESS IN A SECURE, CHRISTIAN ENVIRONMENT.

  • WESBURY OPERATES A CONTINUING CARE RETIREMENT COMMUNITY (CCRC) WHICH PROVIDES HOUSING AND HEALTH SERVICES TO ELDERLY INDIVIDUALS. THE RESIDENTIAL COMMUNITY IS MADE UP OF THOBURN VILLAGE, A NEIGHBORHOOD THAT INCLUDES 65 INDEPENDENT LIVING VILLAS AND 16 APARTMENTS; CRIBBS RESIDENTIAL CENTER WHICH PROVIDES PERSONAL CARE SERVICES TO RESIDENTS IN 91 UNITS, AND GRACE HEALTH CENTER, A 210 BED SKILLED NURSING FACILITY WITH A MEMORY SUPPORT CENTER, A WOUND CARE PROGRAM AND FULL REHABILITATIVE SERVICES.

    Expenses $17,691,031 · Revenue $23,738,785

As filed on the 2022 return.

Listed in Part VII

  • DEBRA SPENCE

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • LANCE JOHNSON

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • MARK WEINDORF

    ASST SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • ROBERT S WAID

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • LYLE MOOK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHIRLEY MINNIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOHN SWICK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAMES BECKER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER ZERBE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRIAN NAGEOTTE

    PRESIDENT

    Total calculated
    $277,101
    From this org
    $268,084
    From related orgs
    $0
    Other
    $9,017
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $262,886
    Bonus
    $0
    Other
    $5,198
    Deferred
    $8,043
    Nontaxable benefits
    $974
    Filer's total
    $277,101

  • JOSEPH PALMIERO

    CFO

    Total calculated
    $139,768
    From this org
    $131,788
    From related orgs
    $0
    Other
    $7,980
    Hours/week
    40 + 3 related

  • SHEILA BUNDY

    DIRECTOR OF HEALTHCARE AND

    Total calculated
    $144,112
    From this org
    $131,418
    From related orgs
    $0
    Other
    $12,694
    Hours/week
    40

  • ALISHIA STEVENSON

    VP OF COMPLIANCE, RISK AND

    Total calculated
    $115,421
    From this org
    $103,563
    From related orgs
    $0
    Other
    $11,858
    Hours/week
    40

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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.

  • THE WESBURY FOUNDATION

    501(C)3 · RAISING MONIES FOR THE SUPPORT OF WESBURY UNITED METHODIST COMMUNITY · PA · controlled entity

    Directly controlled by WESBURY UNITED METHODIST COMMUNITY

  • WESBURY HILLSIDE HOME

    501(C)3 · PROVIDING HEALTH CARE SERVICES TO ELDERLY INDIVIDUALS · PA · controlled entity

    Directly controlled by WESBURY UNITED METHODIST COMMUNITY

  • THE ANNESLEY ASSOCIATION OF SENIOR HEALTH SERVICES

    501(C)3 · DEVELOPMENT OF PLANS FOR MULTIPLE SENIOR CITIZEN HOUSING PROJECTS · PA · controlled entity

    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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • WESBURY VERNON

    TO OWN AND OPERATE A SENIOR HOUSING FACILITY · PA · income $265,729 · assets $11,018,860

    Directly controlled by WESBURY UNITED METHODIST COMMUNITY

Provenance

Return type
form_990
Tax year
2022
Filed
11 October 2023
IRS schema version
2022v5.0
Source object
202322929349300007

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