2024-05-15T13:08:06-05:00 2023-06-30 390859910 BAKER TILLY US LLP 20 STANWIX STREET PITTSBURGH PA 15222 990 2022-07-01 250965341 FAMILY SERVICES OF WESTERN PENNSYLVANIA FAMI 4123422300 221 PENN AVE PITTSBURGH PA 15221 EMILY J PIETRZAK CFO 4123422300 2024-05-15 1 EMILY PIETRZAK XXX-XX-XXXX 1 JEFFREY J SPENGLER CPA P00109764 4126976400 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DOUGLAS MUETZEL 221 PENN AVE PITTSBURGH PA 15221 61058 0 X WFSPA.ORG X 1948 PA TO EMPOWER CHILDREN, ADULTS AND FAMILIES BY PROVIDING TRANSFORMATIONAL CARE.AS A MEMBER ORGANIZATION OF WESLEY FAMILY SERVICES (WFS), FAMILY SERVICES OF WESTERN PA (FSWP) 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 PROVIDE 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, CONTD. 6 5 0 0 0 0 0 0 328423 0 171174 61058 0 0 499597 61058 0 0 0 0 0 0 0 0 0 36146 11744 36146 11744 463451 49314 5792131 5753671 208481 120707 5583650 5632964 X TO EMPOWER CHILDREN, ADULTS AND FAMILIES BY PROVIDING TRANSFORMATIONAL CARE. 0 0 2617 0 61059 FSWP CONSTRUCTED A FOUR FLOOR AFFORDABLE HOUSING APARTMENT BUILDING WITH CO-LOCATED BEHAVIORAL HEALTH SERVICES. THE BUILDING INCLUDES THIRTY-SIX ONE, TWO AND THREE BEDROOM APARTMENTS. THE EMBEDDED SUPPORTIVE HOUSING SERVICES WILL BE PROVIDED BY WFS. THE RESIDENTIAL PORTION OF THE BUILDING WAS FINANCED, IN PART, BY AMOUNTS PROVIDED PURSUANT TO THE LOW-INCOME HOUSING TAX CREDIT PROGRAM. FSWP ALSO SECURED GRANT FUNDING AND LOANED IT TO THE CONSTRUCTION PROJECT. FSWP IS CONSIDERED THE DEVELOPER OF THE PROJECT FOR THE RESIDENTIAL PORTION AND ASPIRE DEVELOPMENT PROPERTIES GP LLC, OF WHICH FSWP IS THE SOLE MEMBER, IS THE DEVELOPER FOR THE COMMERCIAL SIDE OF THE BUILDING. THE COMMERCIAL SIDE HOLDS OFFICES FOR WFS STAFF AND WAS FUNDED, IN PART, BY AMOUNTS PROVIDED PURSUANT TO THE NEW MARKETS TAX CREDIT PROGRAM. THE GOAL IN CONSTRUCTING THE BUILDING IS TO LINK RESIDENTS TO SERVICES PROVIDED BY WFS STAFF, WHICH IS EXPECTED TO INCREASE THE TENURE OF THE RESIDENTS OF THE BUILDING; THEREBY, MINIMIZING VACANCIES. THIS MODEL IS SEEN AS AN INNOVATIVE SOLUTION TO IMPROVE THE SENSE OF COMMUNITY AND INCREASE THE CAPACITIES OF THE TENANTS IN THE BUILDING. THE BUILDING OPENED IN THE FALL OF 2020. 9127 0 AS A RESULT OF BECOMING A MEMBER ORGANIZATION OF WFS IN 2017 AND MIGRATING ITS OPERATIONS TO WFS THROUGH JUNE 2019, FAMILY SERVICES OF WESTERN PA (FSWP) NO LONGER PROVIDES DIRECT PROGRAMMING IN THE SAME WAY IT HISTORICALLY HAD. HOWEVER, FSWP STILL HOLDS RESTRICTED FUNDS FOR PROGRAMS IT PREVIOUSLY OPERATED. THESE FUNDS WILL BE USED AND EXPENSED OVER TIME, SOME OF WHICH OCCURRED DURING FY23. 11744 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 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 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 PA X EMILY J PIETRZAK 4123422300 221 PENN AVENUE PITTSBURGH PA 15221 DOUGLAS MUETZEL CEO 2.00 38.00 X X 0 239779 28093 BEVERLY MOORE SEC./TREASURER 0.50 2.25 X X 0 0 0 MACY KISILINSKY CHAIR 0.50 1.25 X X 0 0 0 SCOTT O'MARA DIRECTOR 0.50 2.25 X 0 0 0 MILDRED MORRISON DIRECTOR 0.50 2.25 X 0 0 0 TERRELL JEFFERSON DIRECTOR 0.50 1.25 X 0 0 0 EMILY J PIETRZAK CFO 3.00 37.00 X 0 163098 12651 0 402877 40744 0 0 1 0 0 61058 61058 61058 0 0 61058 2205 2205 413 413 700 700 PROGRAM EXPENSE 8426 8426 11744 11744 0 0 1084939 1224012 1518167 1282232 3536 3538 3559500 2763023 920505 796477 25000 -424124 2239984 2871536 5792131 5753671 441 2973 208040 117734 208481 120707 X 5583650 5632964 5583650 5632964 5792131 5753671 49314 0 X X 0 1 X 1 1 1 X 9864 552077 338224 328423 1228588 9864 552077 338224 328423 1228588 1228588 171174 61058 232232 17041 1441 18482 1479302 16477098 0.83050 0.85600 X 0 0 3295215 -84089 3199517 11609 52596 52596 1777274 1059286 717988 689742 680607 9135 358642 353887 4755 681246 669243 12003 796477 INTERCOMPANY RECEIVABLES 2871536 2871536 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 MUETZEL CEO 0 220380 0 0 0 19399 0 9400 0 18693 0 267872 0 0 EMILY J PIETRZAK CFO 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 I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION (CONTINUED): SPECIALIZED EDUCATION. FSWP SPECIFICALLY ENRICHES LIVES THROUGH A LOW INCOME HOUSING FACILITY LOCATED IN NEW KENSINGTON, PENNSYLVANIA. THE FACILITY HAS CO-LOCATED BEHAVIORAL HEALTH SERVICES WITH THE GOALS OF INCREASING THE TENURE OF THE RESIDENTS AND THEIR CAPACITIES WHILE IMPROVING THE SENSE OF COMMUNITY. 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 FSWP'S HUMAN RESOURCE (HR) POLICIES AND PROCEDURES AND IN CONNECTION WITH FSWP'S 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 FSWP 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 FSWP. COVERED INDIVIDUALS INCLUDE MEMBERS OF THE BOARD OF DIRECTORS OF ALL ENTITIES CONTROLLED BY FSWP DIRECTLY OR INDIRECTLY, OFFICERS OF FSWP, DEPARTMENT HEADS AND OTHER ADMINISTRATIVE EMPLOYEES, EMPLOYEES TO WHOM AUTHORITY HAS BEEN DELEGATED TO COMMIT FSWP 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 FSWP IN WRITING. EACH COVERED INDIVIDUAL SHALL DISCLOSE ANY INTEREST IN TRANSACTIONS PRESENTED TO THE CORPORATE MANAGEMENT OF FSWP AS MAY BE REQUIRED BY THE BY-LAWS OR SIMILARLY GOVERNING INSTRUMENTS OF FSWP. 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. FSWP 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 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. FORM 990, PART XII, LINE 2C: FOR THE YEAR ENDED JUNE 30, 2023, FSWP WAS INCLUDED IN A CONSOLIDATED AUDIT OF ITS FINANCIAL STATEMENTS WITH RELATED ENTITIES. AS SUCH, OVERSIGHT OF THE AUDIT PROCESS AND SELECTION OF THE INDEPENDENT ACCOUNTANTS WAS PERFORMED BY THE AUDIT COMMITTEE OF FSWP'S PARENT ENTITY, WESLEY FAMILY SERVICES. THE AUDIT COMMITTEE IS RESPONSIBLE FOR REVIEW AND APPROVAL OF THE PRESENTATION OF THE AUDITED FINANCIAL STATEMENTS AS WELL AS MANAGEMENT'S RELATED PERFORMANCE. ASPIRE DEVELOPMENT PROPERTIES GP LLC 221 PENN AVENUE PITTSBURGH PA 15221 831366760 PROPERTY DEVELOPMENT PA 0 71540 FAMILY SERVICES OF WESTERN PENNSYLVANIA 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 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 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 SPECTRUM SERVICES 221 PENN AVE PITTSBURGH PA 15221 251180602 PROVIDES SERVICES TO CHILDREN, ADULTS, FAMILIES & COMMUNITIES PA 501(C)(3) LINE 7 WESLEY FAMILY SERVICES 0 ASPIRE COMMERCIAL PROPERTIES LP 615 ALPHA DR SUITE 250 PITTSBURGH PA 15238 384088925 PROPERTY DEVELOPMENT PA FAMILY SERVICES OF WESTERN PA RELATED 18122 5885097 0 0 0.99990 ASPIRE PROPERTIES GP LLC 615 ALPHA DR SUITE 250 PITTSBURGH PA 15238 811142841 LOW INCOME HOUSING PA FAMILY SERVICES OF WESTERN PENNSYLVANIA C -34 -64256 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0