2025-07-15T17:15:01-05:00 2024-08-31 580692043 MAULDIN & JENKINS LLC 200 GALLERIA PKWY SE STE 1700 ATLANTA GA 303395946 990 2023-09-01 202157051 WESLEY WOODS SENIOR LIVING INC WESL 4047796231 1817 CLIFTON ROAD NE ATLANTA GA 30329 TERRY BARCROFT PRESIDENT & CEO 4047286299 2025-07-15 1 1 MARY JO ALEXANDER P00002534 7709558600 2025-07-15 2023 2025-03-06 01:10:19Z TERRY BARCROFT 1817 CLIFTON ROAD NE ATLANTA GA 30329 3558138 0 X WWW.WESLEYWOODS.ORG X 2004 GA OUR MISSION IS TO CREATE COMMUNITIES OF CONNECTION, WELL-BEING AND PROMISE 13 10 215 2750 0 0 963346 931167 2220050 2366276 363263 259102 311 1593 3546970 3558138 75008 0 0 0 2719926 2735016 0 0 303535 707319 707521 3502253 3442537 44717 115601 12041426 13052333 4070271 5239272 7971155 7813061 OUR MISSION IS TO CREATE COMMUNITIES OF CONNECTION, WELL-BEING, AND PROMISE. 0 0 1122429 2366276 WESLEY WOODS SENIOR LIVING, INC. OPERATES AS A PARENT ORGANIZATION SUPPORTING RELATED EXEMPT ORGANIZATIONS WHICH ALL SERVE OLDER ADULTS PROVIDING HOUSING AND SERVICES BY PROVIDING EXECUTIVE, REGULATORY, ACCOUNTING, INFORMATION SERVICES, HUMAN RESOURCES AND MARKETING SUPPORT FUNCTIONS. 1122429 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 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 1 1 0 0 1 X 96 0 1 215 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X WESLEY WOODS SENIOR LIVING INC 4047286299 1817 CLIFTON ROAD NE ATLANTA GA 30329 TERRY BARCROFT PRESIDENT & CEO 13.00 27.00 X X 315578 0 23071 LAURI ANN BROOKS VPO 12.00 28.00 X X 220288 0 18705 DIANE VAUGHAN DIRECTOR, PRESIDENT OF FOU 2.00 38.00 X 210473 0 23650 JOHN ETHRIDGE CHAIR 1.00 X X 0 0 0 GLENN WARREN VICE CHAIR 1.00 X X 0 0 0 CATHY BERGER DIRECTOR 1.00 X 0 0 0 JAN LOVE DIRECTOR 1.00 X 0 0 0 MEREDITH BARCLAY DIRECTOR 1.00 X 0 0 0 MOLLY PERKINS DIRECTOR 1.00 X 0 0 0 REV CHUCK SAVAGE DIRECTOR 1.00 X 0 0 0 SHARON PAPPAS DIRECTOR 1.00 X 0 0 0 BILL BURCH DIRECTOR 1.00 X 0 0 0 BISHOP ROBIN DEASE DIRECTOR 1.00 X 0 0 0 BRANDON VALASEK CFO & SECRETARY/TREASURER 4.00 36.00 X 180019 0 22366 JOHN DAVIE FITE DIRECTOR OF MARKETING & PU 20.00 20.00 X 153834 0 14772 WALTER KEITH GADD CONTROLLER 20.00 20.00 X 142961 0 15107 KAREN KAGIYAMA DIRECTOR OF PASTORAL CARE 20.00 20.00 X 136616 0 7721 DORIS BILLINGSLEY CHIEF PEOPLE PERSON 20.00 20.00 X 134640 0 6692 THERESA SMITH DIRECTOR, RESIDENTIAL ACCO 20.00 20.00 X 111983 0 6316 1606392 0 138400 9 0 1 0 0 931167 931167 MANAGEMENT FEES 561499 2366276 2366276 2366276 195355 195355 63747 0 63747 63747 63747 REFUNDS 900099 1593 1593 1593 3558138 2366276 0 260695 1686304 303535 1079234 303535 570737 456590 114147 323990 259192 64798 153985 73913 80072 20000 20000 29250 29250 6903 6903 312253 312253 8843 8843 173061 17306 155755 52522 52522 20926 4604 16322 21851 1093 20758 23410 23410 18466 18466 EMPLOYEE RECRUITMENT 11751 2468 9283 DUES & SUBSCRIPTIONS 8285 3728 4557 3442537 1122429 2016573 303535 2790461 3015214 26269 26269 4925 26435 35521 244275 134321 64339 109954 8996140 9568956 137782 291494 12041426 13052333 287943 508112 3782328 4731160 4070271 5239272 X 7961059 7802965 10096 10096 7971155 7813061 12041426 13052333 115601 -273695 0 X 0 0 0 X X 4 WESLEY HOMES INC 580909393 10 1 0 0 WESLEY WOODS OF ATHENS INC 582190281 10 1 0 0 WESLEY WOODS OF NEWNAN-PEACHTREE INC 582190280 10 1 0 0 WESLEY WOODS INC 582082943 10 1 0 0 4 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 167254 134321 32933 77021 77021 109954 DUE TO AFFILIATES 4566774 LEASE LIABILITY 164386 4731160 X X X X 0 0 0 0 0 0 0 0 0 TERRY BARCROFT PRESIDENT & CEO 315578 0 0 0 0 0 14620 0 8451 0 338649 0 0 0 LAURI ANN BROOKS VPO 220288 0 0 0 0 0 10265 0 8440 0 238993 0 0 0 DIANE VAUGHAN DIRECTOR, PRESIDENT OF FOU 210473 0 0 0 0 0 9524 0 14126 0 234123 0 0 0 BRANDON VALASEK CFO & SECRETARY/TREASURER 180019 0 0 0 0 0 8620 0 13746 0 202385 0 0 0 JOHN DAVIE FITE DIRECTOR OF MARKETING & PU 153834 0 0 0 0 0 7045 0 7727 0 168606 0 0 0 WALTER KEITH GADD CONTROLLER 142961 0 0 0 0 0 7330 0 7777 0 158068 0 0 0 PART I, LINE 3 COMPENSATION STUDIES FROM EXECUTIVE SEARCH FIRMS AND/OR SIMILAR STUDIES CONDUCTED BY THE HUMAN RESOURCES DEPARTMENT ARE USED IN DETERMINING THE SALARY OF OFFICERS AND KEY MANAGEMENT PERSONNEL. PART V LINE 2A WESLEY WOODS SENIOR LIVING (WWSL) IS THE PARENT ORGANIZATION OF WESLEY WOODS OF ATHENS, INC., WESLEY WOODS OF NEWNAN-PEACHTREE CITY, INC., WESLEY HOMES, INC., WESLEY WOODS MANAGEMENT CORPORATION, INC., WESLEY WOODS AT HOME, INC., WESLEY WOODS, INC., AND FOUNDATION OF WESLEY WOODS, INC. AND HAS MANAGEMENT AGREEMENTS IN PLACE WITH THESE AFFILIATES. EMPLOYEES WORKING AT THE AFFILIATE ORGANIZATIONS ARE EMPLOYED BY WWSL AND LEASED TO THE RESPECTIVE ORGANIZATIONS. ALL EMPLOYMENT TAX RETURNS WERE FILED BY WWSL. THE NUMBER OF EMPLOYEES THAT WOULD HAVE BEEN REPORTED ON THIS LINE IF REPORTING EMPLOYEES ONLY WORKING DIRECTLY FOR WWSL WAS 17. FORM 990, PART VI, SECTION B, LINE 11B DRAFT COPIES OF THE FORM 990 ARE SUPPLIED TO MEMBERS OF THE AUDIT COMMITTEE OF WESLEY WOODS SENIOR LIVING, INC AND SENIOR MANAGEMENT PRIOR TO A SCHEDULED AUDIT COMMITTEE MEETING. AT THAT MEETING, EACH SECTION OF THE FORM 990 AND ACCOMPANYING SCHEDULES ARE REVIEWED BY THE COMMITTEE AND DISCUSSED THOROUGHLY WITH SENIOR MANAGEMENT AND EXTERNAL AUDITORS, IF NECESSARY. ANY ADDITIONS, DELETIONS AND/OR MODIFICATIONS AGREED UPON BY THE COMMITTEE ARE INCORPORATED INTO THE RETURN. A COPY OF THE FINAL FORM 990 IS THEN PROVIDED TO EACH BOARD MEMBER AND FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST QUESTIONNAIRE IS REQUIRED TO BE COMPLETED ANNUALLY BY BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES. IN ADDITION, EACH PERSON IS SWORN TO BRING TO THE ATTENTION OF MANAGEMENT OR THE BOARD ANY CONFLICT OF INTEREST THAT SHOULD ARISE DURING THE YEAR. ALL CONFLICT OF INTEREST ISSUES ARE REVIEWED AND APPROVED OR DISAPPROVED BY THE EXECUTIVE COMMITTEE OR BOARD OF DIRECTORS, IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION STUDIES FROM EXECUTIVE SEARCH FIRMS AND/OR SIMILAR STUDIES CONDUCTED BY THE HUMAN RESOURCES DEPARTMENT ARE USED IN DETERMINING THE SALARY OF OFFICERS AND KEY MANAGEMENT PERSONNEL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE THROUGH ANY TYPE OF PUBLICLY AVAILABLE PRINT MEDIA OR WEBSITE. HOWEVER, ANY PERSON REQUESTING SUCH DOCUMENTS IN PERSON OR BY WRITING, EMAIL, OR PHONE WILL BE PROVIDED A PRINTED OR ELECTRONIC COPY OF THESE DOCUMENTS. WESLEY HOMES INC 1817 CLIFTON ROAD NE ATLANTA GA 30329 580909393 LOW INCOME SENIOR HOUSING GA 501(C)(3) LINE 10 WESLEY WOODS SENIOR LIVING INC 1 WESLEY WOODS OF ATHENS INC 1817 CLIFTON ROAD NE ATLANTA GA 30329 582190281 CONTINUING CARE RETIREMENT CENTER GA 501(C)(3) LINE 10 N/A 0 WESLEY WOODS OF NEWNAN-PEACHTREE CITY INC 1817 CLIFTON ROAD NE ATLANTA GA 30329 582190280 CONTINUING CARE RETIREMENT CENTER GA 501(C)(3) LINE 10 N/A 0 WESLEY WOODS INC 1817 CLIFTON ROAD NE ATLANTA GA 30329 582082943 DEVELOP & MAINTAIN RETIREMENT COTTAGES GA 501(C)(3) LINE 10 WESLEY WOODS SENIOR LIVING INC 1 FOUNDATION OF WESLEY WOODS INC 1817 CLIFTON ROAD NE ATLANTA GA 30329 581543164 PROVIDE CHARITABLE SUPPORT GA 501(C)(3) LINE 12C, III-FI N/A 0 WESLEY WOODS MANAGEMENT CORPORTATION INC 1817 CLIFTON ROAD NE ATLANTA GA 30329 900336642 CCRC MANAGEMENT SERVICES GA WESLEY WOODS SENIOR LIVING INC C 1.00000 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 WESLEY HOMES INC L 892752 MANAGEMENT FEES