2025-07-15T14:59:26-05:00 2024-08-31 580692043 MAULDIN & JENKINS LLC 200 GALLERIA PKWY SE STE 1700 ATLANTA GA 303395946 990 2023-09-01 581543164 FOUNDATION OF WESLEY WOODS INC FOUN 4042827806 1817 CLIFTON ROAD NE ATLANTA GA 30329 TERRY BARCROFT PRESIDENT/CEO 4042827806 2025-07-15 1 0 MARY JO ALEXANDER P00002534 7709558600 2025-07-15 2023 2025-03-06 01:10:19Z TERRY BARCROFT 1817 CLIFTON ROAD NE ATLANTA GA 30329 6409764 0 X WWW.WESLEYWOODS.ORG X 1984 GA CREATING COMMUNITIES OF CONNECTION, WELL-BEING AND PROMISE FOR OLDER ADULTS LIVING IN WESLEY WOODS COMMUNITIES BY RAISING VITAL FUNDING FOR THE LIFE CHANGING WORK OF WESLEY WOODS. 27 25 5 75 0 0 2992154 3730869 0 0 883050 2576426 -27284 66971 3847920 6374266 2539783 7777710 0 0 0 0 20533 0 626543 288638 1118882 2848954 8896592 998966 -2522326 45835064 49093435 685974 734129 45149090 48359306 X THE FOUNDATION OF WESLEY WOODS SERVES AS THE CONNECTION POINT BETWEEN THE GENEROSITY OF SUPPORTERS IN THE COMMUNITY AND THE LIFE-CHANGING WORK OF WESLEY WOODS AS WE CREATE COMMUNITIES OF CONNECTION, WELL-BEING AND PROMISE. WITH THE SUPPORT OF GENEROUS DONORS, OLDER ADULTS OF ALL BACKGROUNDS AND INCOME LEVELS CAN THRIVE. 0 0 7797687 7777710 THE FOUNDATION OF WESLEY WOODS PROVIDES CHARITABLE CARE, PROGRAMMATIC AND CAPITAL GRANTS FOR ALL WESLEY WOODS SENIOR LIVING, INC. RETIREMENT COMMUNITIES. ADDITIONALLY, THE ORGANIZATION MAKES GRANTS TO FACILITIES AND PROGRAMS OWNED BY EMORY UNIVERSITY, INC. AND WESLEY WOODS CENTER OF EMORY UNIVERSITY, INC. (AFFILIATED ORGANIZATIONS) AS THEY ALIGN WITH THE FOUNDATIONS MISSION. 7797687 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 0 0 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 25 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X FOUNDATION OF WESLEY WOODS INC 4047286299 1817 CLIFTON ROAD NE ATLANTA GA 30329 TERRY BARCROFT PRESIDENT & CEO 13.00 27.00 X X 0 315578 23071 LAURI ANN BROOKS VPO 12.00 28.00 X X 0 220288 18705 DIANE VAUGHAN PRESIDENT 38.00 2.00 X X 0 210473 23650 REV DR BILL BURCH CHAIR 2.00 X X 0 0 0 LISA MCGAHAN VICE CHAIR 1.00 X 0 0 0 JESS BARRON DIRECTOR 1.00 X 0 0 0 TOM BEVER DIRECTOR 1.00 X 0 0 0 SUSAN GUNTER DIRECTOR 1.00 X 0 0 0 MARK B CHANDLER SR DIRECTOR 1.00 X 0 0 0 B THOMAS COOK JR DIRECTOR 1.00 X 0 0 0 BOB CURRIE DIRECTOR 1.00 X 0 0 0 RON DAVIS DIRECTOR 1.00 X 0 0 0 ANN LALLY DIRECTOR 1.00 X 0 0 0 SHARON SPEARS DIRECTOR 1.00 X 0 0 0 BOYD PETTIT DIRECTOR 1.00 X 0 0 0 BOB HOPE DIRECTOR 1.00 X 0 0 0 DR TOM JACKSON DIRECTOR 1.00 X 0 0 0 PHIL JACOBS DIRECTOR 1.00 X 0 0 0 CHARLES JORDAN JR DIRECTOR 1.00 X 0 0 0 ALISON LEBRETON DIRECTOR 1.00 X 0 0 0 REV DR KEVIN MURRIEL DIRECTOR 1.00 X 0 0 0 VICKI RIEDEL DIRECTOR 1.00 X 0 0 0 RON THIGPEN DIRECTOR 1.00 X 0 0 0 REV WILL ZANT DIRECTOR 1.00 X 0 0 0 DR KAY CROSBY DIRECTOR 1.00 X 0 0 0 REV CLARENCE THROWER DIRECTOR 1.00 X 0 0 0 DERRICK RHODES DIRECTOR 1.00 X 0 0 0 BARRY STOREY DIRECTOR 1.00 X 0 0 0 BRANDON VALASEK CFO & SECRETARY/TREASURER 5.00 35.00 X 0 180019 22366 0 926358 87792 4 0 1 0 0 409876 3320993 10426 3730869 2144740 2144740 431686 0 431686 431686 431686 102469 409876 35498 66971 66971 6374266 0 0 2643397 7777710 7777710 50000 50000 3431 3431 28500 28500 307086 307086 336418 19977 73503 242938 5920 5920 22067 929 21138 286759 286759 2563 2563 16174 16174 REPAIR & MAINTENANCE 46070 46070 BAD DEBT EXPENSE 6350 6350 PRINTING & PUBLICATIONS 4505 4505 DUES AND SUBSCRIPTIONS 3039 3039 8896592 7797687 472362 626543 5189941 4565875 57239 46605 325000 325000 18101 11106 34839 33068 2898 1771 40157124 43973709 84761 169369 45835064 49093435 35692 49971 650282 684158 685974 734129 X 20981986 20781366 24167104 27577940 45149090 48359306 45835064 49093435 -2522326 5732542 0 X 0 0 0 X X 6 WESLEY WOODS SENIOR LIVING INC 202157051 10 1 931167 0 WESLEY HOMES INC 580909393 10 1 541243 0 WESLEY WOODS OF NEWNAN-PEACHTREE CITY INC 582190280 10 1 99288 0 WESLEY WOODS OF ATHENS INC 582190281 10 1 275272 0 WESLEY WOODS CENTER OF EMORY UNIVERSITY INC 581529366 10 1 5808535 0 WESLEY WOODS INC 582082943 10 1 0 0 6 7655505 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 SCHEDULE A, PART IV, SECTION E, LINE 2A THE FOUNDATION OF WESLEY WOODS SUPPORTS NINE RETIREMENT COMMUNITIES OPERATED BY RELATED ORGANIZATIONS WITHIN THE SAME CORPORATE UMBRELLA. THESE COMMUNITIES PRIMARILY SERVE LOW-INCOME OLDER ADULTS. THE FOUNDATION'S SUPPORT ENABLES THEM TO CREATE COMMUNITIES OF CONNECTION, WELL-BEING AND PROMISE PROVIDING PROGRAM SUPPORT AND CHARITABLE CARE TO INDIVIDUALS UNABLE TO PAY THE COST OF CARE. SECTION E LINE 2B THE ORGANIZATION CONDUCTS FUNDRAISING ACTIVITIES TO RAISE FUNDS FOR GRANTING TO SUPPORT ORGANIZATIONS. IF THE ORGANIZATION DID NOT CONDUCT THESE ACTIVITIES, THE SUPPORTED ORGANIZATIONS WOULD BE REQUIRED TO DO SO. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27310499 27310499 26511178 250000 1522268 972947 27310499 31630091 -3899074 1219839 26511178 26429681 6211296 1010886 31630091 25005160 2203413 778892 26429681 1 0 34839 33068 1771 1771 NET ASSETS HELD FOR WESLEY WOODS CENTER 641873 DUE TO RELATED 42285 684158 SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS ARE RESTRICTED FOR USE AS FOLLOWS: CHARITABLE CARE OF RESIDENTS AT RETIREMENT COMMUNITIES OWNED BY RELATED ORGANIZATIONS; RESEARCH AND EDUCATION OF DISEASES PRIMARILY AFFECTING THE ELDERLY; AND FOR PROGRAMS SERVING RESIDENTS AT RETIREMENT COMMUNITIES OWNED BY RELATED ORGANIZATIONS AND/OR OPERATING SUPPORT OF THE FOUNDATION OF WESLEY WOODS. HEROS, SAINTS & LEGENDS 512345 409876 102469 4000 31048 450 512345 409876 102469 4000 31048 450 35498 66971 1 WESLEY HOMES INC 1817 CLIFTON ROAD NE ATLANTA GA 30329 580909393 501(C)(3) 541243 0 CHARITABLE CARE AND WELLNESS PROGRAMMING FOR COMMUNITIES SERVING LOW-INCOME CHARITABLE CARE AND WELLNESS PROGRAMMING FOR COMMUNITIES SERVING LOW-INCOME SENIORS WESLEY WOODS CENTER OF EMORY UNIVERSITY INC DBA BUDD TERRACE & WWTOWERS 1841 CLIFTON ROAD NE ATLANTA GA 30329 581529366 501(C)(3) 5808535 0 CHARITABLE CARE AND PROGRAM SUPPORT CHARITABLE CARE AND PROGRAM SUPPORT WESLEY WOODS NEWNAN PEACHTREE CITY 2280 HIGHWAY 29 N NEWNAN GA 30265 582190280 501(C)(3) 99288 0 CHARITABLE CARE FOR RESIDENTS OF A LIFECARE COMMUNITY CHARITABLE CARE FOR RESIDENTS OF A LIFECARE COMMUNITY WESLEY WOODS OF ATHENS 801 RIVERHILL DRIVE ATHENS GA 30606 582190281 501(C)(3) 275272 0 CHARITABLE CARE FOR RESIDENTS OF A LIFECARE COMMUNITY CHARITABLE CARE FOR RESIDENTS OF A LIFECARE COMMUNITY WESLEY WOODS SENIOR LIVING 1817 CLIFTON ROAD NE ATLANTA GA 30329 202157051 501(C)(3) 931167 0 PROGRAMMATIC SUPPORT FOR AFFILIATED RETIREMENT COMMUNITIES PROGRAMMATIC SUPPORT FOR AFFILIATED RETIREMENT COMMUNITIES 5 0 PART I, LINE 2: ORGANIZATIONS THAT RECEIVE GRANTS ARE REQUIRED TO REPORT ANNUALLY ON THE NUMBER OF PERSONS SERVED, THE MANNER IN WHICH THEY WERE SERVED AND THE ULTIMATE BENEFIT TO THE COMMUNITY AS A RESULT OF THE CHARITABLE GRANT. WESLEY WOODS CENTER OF EMORY UNIVERSITY, INC. DBA WW TOWERS, RETIREMENT COMMUNITY (H) PURPOSE OF GRANT OR ASSISTANCE: CHARITABLE CARE AND WELLNESS PROGRAMMING FOR RESIDENTS OF A RETIREMENT COMMUNITY OFFERING INDEPENDENT LIVING AND PERSONAL CARE. WESLEY WOODS CENTER OF EMORY UNIVERSITY, INC. DBA BUDD TERRACE, A SKILLED NURSING FACILITY (H) PURPOSE OF GRANT OR ASSISTANCE: CHARITABLE CARE OF RESIDENTS RESIDING IN A SKILLED NURSING FACILITY. 0 0 0 0 0 0 0 0 0 TERRY BARCROFT PRESIDENT & CEO 0 315578 0 0 0 0 0 14620 0 8451 0 338649 0 0 LAURI ANN BROOKS VPO 0 220288 0 0 0 0 0 10265 0 8440 0 238993 0 0 DIANE VAUGHAN PRESIDENT 0 210473 0 0 0 0 0 9524 0 14126 0 234123 0 0 BRANDON VALASEK CFO & SECRETARY/TREASURER 0 180019 0 0 0 0 0 8620 0 13746 0 202385 0 0 FORM 990, PART V, LINE 2A ALL EMPLOYEES ARE EMPLOYED DIRECTLY BY THE PARENT ORGANIZATION, WESLEY WOODS SENIOR LIVING (WWSL), AND LEASED TO THE REPORTING ORGANIZATION. ALL EMPLOYMENT TAX RETURNS WERE FILED BY WWSL. W-2S AND 1099S ARE ISSUED BY RELATED ENTITY WESLEY WOODS SENIOR LIVING, EIN 20-2157051. FOUNDATION OF WESLEY WOODS, INC MANAGEMENT FEES TO WWSL INCLUDE REIMBURSEMENT FOR COMPENSATION, BENEFITS, AND PAYROLL TAXES PAID ON THEIR BEHALF. FORM 990, PART VI, SECTION A, LINE 3 A RELATED ENTITY, WESLEY WOODS SENIOR LIVING, INC PROVIDES MANAGEMENT SERVICES TO THE FILING ORGANIZATION AND WAS COMPENSATED $100,000. 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 TAX 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 INTERNALLY BY THE HUMAN RESOURCES DIVISION OF THE COMPANY'S MANAGEMENT AGENT. 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, WRITING, EMAIL, OR PHONE WILL BE PROVIDED A PRINTED OR ELECTRONIC COPY OF THESE DOCUMENTS. WESLEY WOODS CENTER OF EMORY UNIVERSITY INC 1821 CLIFTON ROAD NE ATLANTA GA 30329 581529366 HOSPITAL AND SENIOR SERVICES GA 501(C)(3) LINE 3 N/A 0 WESLEY WOODS SENIOR LIVING INC 1817 CLIFTON ROAD NE ATLANTA GA 30329 202157051 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 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 WESLEY WOODS SENIOR LIVING INC 0 WESLEY WOODS OF ATHENS INC 1817 CLIFTON ROAD NE ATLANTA GA 30329 582190281 CONTINUING CARE RETIREMENT CENTER GA 501(C)(3) LINE 10 WESLEY WOODS SENIOR LIVING INC 0 WESLEY WOODS AT HOME INC 1817 CLIFTON ROAD NE ATLANTA GA 30329 822310432 HOME CARE SERVICES GA 501(C)(3) LINE 10 N/A 0 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 0 WESLEY WOODS MANAGEMENT CORPORATION 1817 CLIFTON ROAD NE ATLANTA GA 30329 900336642 CCRC MANAGEMENT SERVICES GA N/A C 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 WESLEY WOODS SENIOR LIVING INC B 931167 CASH