2024-05-15T10:06:25-05:00 2023-06-30 390859910 BAKER TILLY US LLP 20 STANWIX STREET PITTSBURGH PA 15222 990 2022-07-01 251180602 WESLEY SPECTRUM SERVICES WESL 4123422300 221 PENN AVENUE PITTSBURGH PA 15221 EMILY J PIETRZAK CFO 4123422300 2024-05-14 1 EMILY PIETRZAK XXX-XX-XXXX 0 JEFFREY J SPENGLER CPA P00109764 4126976400 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WESLEY SPECTRUM DOUGLAS MUETZEL 221 PENN AVENUE PITTSBURGH PA 15221 0 0 X WFSPA.ORG X 1965 PA TO EMPOWER CHILDREN, ADULTS AND FAMILIES BY PROVIDING TRANSFORMATIONAL CARE.AS A MEMBER ORGANIZATION OF WESLEY FAMILY SERVICES (WFS), WESLEY SPECTRUM SERVICES SUPPORTED SERVICES THAT PROMOTE RECOVERY AND RESILIENCY AT MORE THAN 30 DIFFERENT AGENCY LOCATIONS AND SHARED FACILITIES IN THE COMMUNITY. THE WFS GROUP OF COMPANIES PROVIDE PERSON-CENTERED CARE TO OVER 20,000 INDIVIDUALS AND FAMILIES ANNUALLY IN SOUTHWESTERN PENNSYLVANIA. OVER 900 CARING, HIGHLY TRAINED STAFF 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. 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. 4 3 0 0 0 0 0 0 0 0 0 0 8612 0 8612 0 0 0 0 0 0 0 0 0 0 4671 2730 4671 2730 3941 -2730 816696 764555 -649937 -699348 1466633 1463903 TO EMPOWER CHILDREN, ADULTS AND FAMILIES BY PROVIDING TRANSFORMATIONAL CARE. 0 0 2730 AS A RESULT OF BECOMING A MEMBER ORGANIZATION OF WFS IN 2017 AND MIGRATING ITS OPERATIONS TO WFS THROUGH JUNE 2019, WESLEY SPECTRUM SERVICES (WSS) NO LONGER PROVIDES DIRECT PROGRAMMING. WSS OWNS REAL ESTATE IN WHICH WESLEY FAMILY SERVICES (WFS) PROVIDES EDUCATIONAL AND BEHAVIORAL HEALTH SERVICES TO CHILDREN AND YOUTH. AS A MEMBER ORGANIZATION OF WFS, WSS DID NOT CHARGE RENT TO WFS FOR THE USE OF THESE FACILITIES IN EXCHANGE FOR WFS PAYING ALL OF THE OCCUPANCY, REPAIR AND OTHER OPERATIONAL COSTS TO OPERATE THEM. IN FY23, WSS WAS ALLOCATED AUDIT FEE EXPENSE AS A RESULT OF ITS INCLUSION IN THE CONSOLIDATED AUDIT OF THE WFS GROUP OF COMPANIES. 2730 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 PA X EMILY PIETRZAK CFO 4123422300 221 PENN AVENUE PITTSBURGH PA 15221 RICHARD ZAHREN SEC/TREASURER 0.25 1.00 X X 0 0 0 SHANICKA L KENNEDY CHAIR 0.25 1.00 X X 0 0 0 DOUGLAS W MUETZEL CHIEF EXECUTIVE OFFICER 0.50 39.50 X X 0 239779 28093 ROBERT REILLY DIRECTOR 0.25 1.00 X 0 0 0 EMILY J PIETRZAK CHIEF FINANCIAL OFFICER 0.50 39.50 X 0 163098 12651 0 402877 40744 0 0 1 0 0 0 0 0 0 2730 2730 2730 2730 0 0 19336 19311 5633 5633 6659187 5919576 791727 739611 816696 764555 93449 93450 91098 -834484 -792798 -649937 -699348 X 1466633 1463903 1466633 1463903 816696 764555 -2730 0 X 0 1 X 1 1 1 X 5940302 0 5940302 5940302 5940302 5940302 72 0 72 1009 8612 9621 5949995 0.99840 0.99950 X 211000 211000 809945 809945 0 3166287 2802772 363515 2120696 1955600 165096 351259 351259 0 739611 AFFILIATE RECEIVABLE -792798 -792798 X PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2023 OR IN 2022. 0 0 0 0 0 0 0 0 0 DOUGLAS W MUETZEL CHIEF EXECUTIVE OFFICER 0 220380 0 0 0 19399 0 9400 0 18693 0 267872 0 0 EMILY J PIETRZAK CHIEF FINANCIAL OFFICER 0 131771 0 25000 0 6327 0 5731 0 6920 0 175749 0 0 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 FORM 990, PART VI, SECTION A, LINE 8B ALL ACTIONS OF THE GOVERNING BODY WERE HANDLED AT THE BOARD LEVEL FOR THE ORGANIZATION FOR THE CURRENT YEAR. NO COMMITTEES WERE UTILIZED. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWED IN DETAIL FORM 990; AN EXECUTIVE SUMMARY WAS PROVIDED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C PURSUANT TO WSS' HUMAN RESOURCE (HR) POLICIES AND PROCEDURES AND IN CONNECTION WITH WSS' CODE OF ETHICS AND BUSINESS CONDUCT, ALL COVERED INDIVIDUALS SHALL 1) DISCLOSE ANY CONFLICT OF INTEREST WHICH OCCURS OR MIGHT OCCUR IN CONJUNCTION WITH HIS OR HER RELATIONSHIP WITH WSS AND 2) AVOID ANY CONFLICT OF INTEREST WHICH INTERFERES OR CREATES A NEGATIVE PERCEPTION OF INTERFERENCE WITH OBJECTIVE DECISION MAKING AND OTHERWISE DOES NOT OPERATE WITHIN THE BEST INTERESTS OF WSS. COVERED INDIVIDUALS INCLUDE MEMBERS OF THE BOARD OF DIRECTORS OF ALL ENTITIES CONTROLLED BY WSS DIRECTLY OR INDIRECTLY, OFFICERS OF WSS, DEPARTMENT HEADS AND OTHER ADMINISTRATIVE EMPLOYEES, EMPLOYEES TO WHOM AUTHORITY HAS BEEN DELEGATED TO COMMIT WSS TO A COURSE OF ACTION OR WHOSE RECOMMENDATIONS ARE LIKELY TO BE INFLUENTIAL IN DETERMINING A COURSE OF ACTION, AND INDIVIDUALS HAVING CERTAIN RELATIONSHIPS WITH THE AFOREMENTIONED INDIVIDUALS, SUCH AS BEING MEMBERS OF THE SAME FAMILY OR HOUSEHOLD OR BENEFICIARIES OR TRUSTEES OF ANY TRUST IN WHICH THE AFOREMENTIONED INDIVIDUAL IS A BENEFICIARY OR TRUSTEE. A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED TO EACH COVERED INDIVIDUAL AT THE TIME HE OR SHE ASSUMES SUCH STATUS. EACH COVERED INDIVIDUAL SHALL, AS PROMPTLY AS POSSIBLE, REPORT THEIR CONCERNS TO HR. EACH COVERED INDIVIDUAL SHALL REPORT SITUATIONS INVOLVING AN ACTUAL OR PARTIAL CONFLICT OF INTEREST TO THE HR DEPARTMENT OF WSS IN WRITING. EACH COVERED INDIVIDUAL SHALL DISCLOSE ANY INTEREST IN TRANSACTIONS PRESENTED TO THE CORPORATE MANAGEMENT OF WSS AS MAY BE REQUIRED BY THE BY-LAWS OR SIMILARLY GOVERNING INSTRUMENTS OF WSS. A DESIGNEE OF THE HR OR QUALITY DEPARTMENT WILL EXPEDITIOUSLY EVALUATE THE CIRCUMSTANCE GIVING RISE TO THE POTENTIAL CONFLICT AND ESTABLISH ITS MERIT SO THAT SAFEGUARDS CAN BE IMPLEMENTED TO PROTECT ALL PARTIES. WSS OBTAINS SIGNED CONFLICT OF INTEREST STATEMENTS FROM EACH MEMBER OF THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S CEO IS PAID BY WESLEY FAMILY SERVICES. WESLEY FAMILY SERVICES' COMPENSATION PLAN FOLLOWS A BASE PAY MARKET APPROACH WHICH IS SIMILAR FOR ALL EMPLOYEES INCLUDING TOP MANAGEMENT. ON A PERIODIC BASIS, THE HUMAN RESOURCES DEPARTMENT RECOMMENDS CHANGES TO THE BASE PAY RANGES AS DETERMINED THROUGH MARKET ANALYSIS. AS PART OF THE ANNUAL BUDGETING PROCESS, THE BOARD REVIEWS AND APPROVES, AS APPROPRIATE, THE FUNDS TO BE ALLOCATED FOR TOTAL COMPENSATION. IN ADDITION, THERE IS A COMPENSATION COMMITTEE WHO REVIEWS THE COMPENSATION OF THE CEO. A MEMBER OF THE COMPENSATION COMMITTEE INFORMS THE VP OF FINANCE OF ANY CHANGES TO THE CEO'S COMPENSATION SO THEY CAN BE PROCESSED. THE PROCESS IS DOCUMENTED AND SECURED IN AN UNDISCLOSED LOCATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. WESLEY FAMILY SERVICES FOUNDATION 221 PENN AVE PITTSBURGH PA 15221 251686715 SUPPORTING ORGANIZATION OF WFS PA 501(C)(3) LINE 12A, I WESLEY FAMILY SERVICES 0 WESLEY FAMILY SERVICES 221 PENN AVE PITTSBURGH PA 15221 820653875 PROVIDES SERVICES TO CHILDREN, ADULTS, FAMILIES & COMMUNITIES PA 501(C)(3) LINE 10 N/A 0 FAMILY SERVICES OF WESTERN PENNSYLVANIA 221 PENN AVE PITTSBURGH PA 15221 250965341 PROVIDES SERVICES TO ADULTS, FAMILIES AND COMMUNITIES PA 501(C)(3) LINE 7 WESLEY FAMILY SERVICES 0 FSWP-GL I INC 221 PENN AVE PITTSBURGH PA 15221 510432076 SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES PA 501(C)(3) LINE 7 WESLEY FAMILY SERVICES 0 FSWP-GL II INC 221 PENN AVE PITTSBURGH PA 15221 510432078 SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES PA 501(C)(3) LINE 7 WESLEY FAMILY SERVICES 0 FSWP-GL III INC 221 PENN AVE PITTSBURGH PA 15221 510432081 SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES PA 501(C)(3) LINE 7 WESLEY FAMILY SERVICES 0 FSWP-GL IV INC 221 PENN AVE PITTSBURGH PA 15221 200556990 SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES PA 501(C)(3) LINE 7 WESLEY FAMILY SERVICES 0 FSWP-GL V INC 221 PENN AVE PITTSBURGH PA 15221 274350123 SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES PA 501(C)(3) LINE 7 WESLEY FAMILY SERVICES 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0