2025-08-25T10:13:38-07:00 2024-12-31 990 2024-01-01 223642737 THE WESLEY FOUNDATION INC WESL 5185873600 131 LAWRENCE STREET SARATOGA SPRINGS NY 12866 KATHERINE LAHOFF CFO 2025-08-25 true 2024 2025-03-06 01:10:19Z J BRIAN NEALON 131 LAWRENCE STREET SARATOGA SPRINGS NY 12866 2631215 false X WWW.THEWESLEYCOMMUNITY.ORG X 1997 NY THE WESLEY FOUNDATION RAISES PHILANTHROPIC RESOURCES TO SUPPORT THE MISSION OF UNITED METHODIST HEALTH AND HOUSING THROUGH FUND RAISING ACTIVITIES INCLUDING BUT NOT LIMITED TO ANNUAL CAMPAIGNS, PLANNED GIVING PROGRAMS, MAJOR GIFT PROGRAMS AND EVENTS. 6 6 0 30 0 523884 527837 0 217272 373140 -5470 0 735686 900977 0 0 0 0 0 903345 1837932 903345 1837932 -167659 -936955 5491122 4435158 163901 123748 5327221 4311410 THE WESLEY FOUNDATION RAISES PHILANTHROPIC RESOURCES TO SUPPORT THE MISSION OF UNITED METHODIST HEALTH AND HOUSING THROUGH FUND RAISING ACTIVITIES INCLUDING BUT NOT LIMITED TO ANNUAL CAMPAIGNS, PLANNED GIVING PROGRAMS, MAJOR GIFT PROGRAMS AND EVENTS. false false 1783613 527840 THE WESLEY FOUNDATION RAISES FUNDS TO SUPPORT WESLEY'S MISSION OF PROVIDING FACILITIES, SERVICES AND EDUCATION TO THE ELDERLY AND THOSE OF ALL AGES WITH DISABLING CONDITIONS. THROUGH CHARITABLE SUPPORT, THE FOUNDATION PROVIDES FUNDS FOR LIFE-CHANGING TECHNOLOGY, EXPANDED SERVICES AND IMPROVEMENTS TO OUR FACILITY, STAFF TRAINING AND EDUCATION, PROGRAM ENHANCEMENT AND NEW EQUIPMENT. THE WESLEY FOUNDATION RECEIVES SUPPORT FROM MANY CONSTITUENTS INCLUDING BOARD MEMBERS, INDIVIDUAL DONORS, CORPORATE CONTRIBUTORS, STAFF, RESIDENT FAMILIES AND THE SARATOGA AREA COMMUNITY AT LARGE. THIS DIVERSE GROUP INVESTS IN THE FOUNDATION TO HELP US FURTHER OUR MISSION. THE WESLEY COMMUNITY AS A WHOLE HAS EMBRACED A PHILANTHROPIC CULTURE. ON BEHALF OF THE WESLEY COMMUNITY, MANAGEMENT DONATES OVER 750 HOURS PER YEAR OF THEIR OWN TIME TO LOCAL ORGANIZATIONS TO FURTHER SUPPORT THE NOT-FOR-PROFIT NEEDS IN OUR COMMUNITY. WE HAVE STAFF MEMBERS REGULARLY CONTRIBUTING THEIR OWN TIME TO THE ALZHEIMER'S ASSOCIATION, THE SARATOGA PLANNING BOARD,THE SARATOGA SPRINGS LIONS CLUB, SARATOGA ROTARY, LEADERSHIP SARATOGA AND THE SARATOGA COUNTY CHAMBER OF COMMERCE, TO NAME A FEW. ADDITIONALLY, THE WESLEY CAMPUS REGULARLY HOSTS THE ACTIVITIES AND MEETINGS OF OVER 15 NOT-FOR-PROFIT ORGANIZATIONS. 1783613 true true false false false false false false false false false false false false false true true false false false false false false false true false false false false true false false false false false false false false false false false false false true false false false true 9 0 true 0 false false false false false false false 0 false false false false false false false X 6 6 false false false false true true false true true false false true true true true true true true true false NY X KATIE LAHOFF 5185873600 131 LAWRENCE ST SARATOGA SPRGS NY 12866 J BRIAN NEALON CEO 5.00 40.00 X 0 304000 17200 SHELLY AMATO CSO 5.00 40.00 X 0 193253 526 KATHERINE LAHOFF CFO 5.00 40.00 X 0 122416 13416 KEVIN TULLY President 5.00 0.00 X X 0 0 0 BETH BRUCKER-KANE Vice President 3.00 0.00 X 0 0 0 GEORGE CARLSON Treasurer 3.00 0.00 X 0 0 0 ANDREW PLEAT Treasurer 3.00 1.00 X X 0 0 0 MACKENZIE ZARZYCKI Secretary 1.00 0.00 X 0 0 0 TRACEY WARDWELL Director 1.00 1.00 X 0 0 0 619669 31142 0 false true false 0 94515 433322 527837 0 172499 172499 0 0 0 1827407 1626766 200641 200641 200641 103472 94515 103472 0 0 0 0 900977 373140 0 0 0 0 0 0 0 0 0 0 0 0 9756 9756 0 0 11889 11889 27475 27475 0 1782 891 891 0 0 0 0 0 2992 2992 0 1683173 1683173 0 0 ALLOCATED STAFF TIME 69240 69240 OTHER EXPENSES 26919 26059 860 Printing and Publications 2515 1258 1257 Postage and Shipping 2191 2191 0 1837932 1783613 54319 0 133766 66783 3212167 3548828 248377 166777 0 0 0 0 0 6450 6942 0 1890362 645828 0 0 0 0 5491122 4435158 35336 52771 128565 70977 163901 123748 X 646411 649503 4680810 3661907 5327221 4311410 5491122 4435158 -936955 -78856 X X false true X true false X 1080823 327194 386775 523884 527837 2846513 0 0 1080823 327194 386775 523884 527837 2846513 1320900 1525613 38387 44476 82622 188573 172499 526557 0 0 3373070 -16734 0.45230 0.49550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 925593 -78856 103472 24616 900977 900977 1941404 103472 103472 1837932 1837932 Part X : FIN48 Footnote INCOME TAXES: THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE), AND APPROPRIATELY EXEMPT FROM FEDERAL TAXATION UNDER SECTION 501(A) OF THE CODE. FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, REQUIRES THE RECOGNITION OF INCOME TAX POSITIONS WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED BASED ON THE MERITS OF THE POSITION. MANAGEMENET HAS CONCLUDED THAT THERE ARE NO MATERIAL TAX LIABILITIES THAT REQUIRE RECOGNITION AS OF DECEMBER 31, 2024 AND 2023. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 SPECIAL EVENT EXPENSES $103472 Part XII, Line 2d: Other expenses and losses per audited F/S SPECIAL EVENT EXPENSES $103472 false ANNUAL EVENT - GALA 160501 84000 76501 30771 14235 4420 27075 9 & WINE GOLF OUTING 37486 10515 26971 8032 8269 450 10220 197987 94515 103472 38803 22504 4870 37295 103472 false false false false false false false false false J BRIAN NEALON CEO 304000 17200 321200 SHELLY AMATO CSO 193253 526 193779 Form 990, Part VI, Section A, Line 6 UNITED METHODIST HEALTH AND HOUSING, INC. IS THE SOLE CORPORATE MEMBER OF THIS ORGANIZATION. Form 990, Part VI, Section B, Line 11b THE FORM 990 IS PREPARED BY INTERNAL ACCOUNTING PERSONNEL. A COPY OF THE COMPLETED FORM 990 IN DRAFT FORM IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. AT THE DISCRETION OF THE BOARD, THE FINANCE COMMITTEE MAY REVIEW THE 990 AND PRESENT FINDINGS TO THE BOARD AS A WHOLE. QUESTIONS AND COMMENTS ARE REVIEWED BY THE CFO AND ADDRESSED AS APPROPRIATE. DISCREPANCIES BETWEEN THE BOARD AND THE CFO WILL BE RESOLVED BY THE FINANCE COMMITTEE. UPON APPROVAL BY THE BOARD AND THE FINANCE COMMITTEE, THE FINAL FORM 990 WILL BE FILED WITH THE INTERNAL REVENUE SERVICE.EVERY 3 YEARS THE TAX RETURN IS REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM, THIS WAS LAST DONE FOR THE 2023 FORM. Form 990, Part VI, Section B, Line 12c IT IS THE POLICY OF THE ORGANIZATION TO REQUIRE OFFICERS, DIRECTORS OR TRUSTEES AND KEY EMPLOYEES TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. IT IS A DUTY OF THE CORPORATE COMPLIANCE OFFICER TO REGULARLY AND CONSISTENTLY MONITOR AND AND ENFORCE COMPLIANCE WITH THE POLICY. DISCLOSURES BY OFFICERS, DIRECTORS OR TRUSTEES AND KEY EMPLOYEES ARE COMPLETED ANNUALLY. Form 990, Part VI, Section B, Line 15b ALL OFFICER SALARIES ARE PAID THROUGH UNITED METHODIST HEALTH AND HOUSING, INC., A RELATED ORGANIZATION. AN INDEPENDENT SALARY SURVEY IS COMPLETED AT LEAST EVERY 3 YEARS. THE SURVEY IS INITIATED BY THE PERSONNEL COMMITTEE ON BEHALF OF THE BOARD. THE SURVEY INCLUDES COMPARABILITY DATA AND IS USED TO ARRIVE AT AN ACCEPTABLE SALARY FOR OFFICERS AND KEY EMPLOYEES. THE CEO'S EVALUATION AND FINAL SALARY DETERMINATION IS MADE BY THE BOARD OF DIRECTORS. ALL OTHER OFFICERS AND KEY EMPLOYEES ARE EVALUATED BY THE CEO. SALARY DETERMINATIONS FOR THOSE STAFF ARE BASED ON THE SALARY SURVEY AND EVALUATIONS. Form 990, Part VI, Section C, Line 19 ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THIS IS DISCLOSED ON OUR WEB SITE: WWW.THEWESLEYCOMMUNITY.ORG Form 990, Part XII, Line 2c THERE HAS BEEN NO CHANGE IN THE AUDIT OVERSIGHT PROCESS OR THE INDEPENDENT ACCOUNTANT SELECTION PROCESS FROM THE PREVIOUS YEAR. UNITED METHODIST HEALTH AND HOUSING 131 LAWRENCE ST SARATOGA SPRINGS NY 12866 141806065 MANAGERIAL SERVICES NY 501(C)(3) 10 NA false WESLEY HEALTH CARE CENTER INC 131 LAWRENCE ST SARATOGA SPRINGS NY 12866 222467092 SKILLED NURSING FACILITY NY 501(C)(3) 10 UNITED METHODIST HEALTH & HOUSING INC false WOODLAWN APARTMENTS INC 151 LAWRENCE ST SARATOGA SPRINGS NY 12866 223376407 SENIOR HOUSING NY 501(C)(3) 10 UNITED METHODIST HEALTH & HOUSING INC false EMBURY APARTMENTS INC 133 LAWRENCE ST SARATOGA SPRINGS NY 12866 237125951 SENIOR HOUSING NY 501(C)(3) 10 UNITED METHODIST HEALTH & HOUSING INC false EVERGREEN ADULT DAY SERVICES INC 131 LAWRENCE ST SARATOGA SPRINGS NY 12866 222417273 SENIOR DAY SERVICES NY 501(C)(3) 10 WESLEY HEALTH CARE CENTER INC false EMBURY REVITALIZATION INC 133 LAWRENCE ST SARATOGA SPRINGS NY 12866 263366168 REAL ESTATE DEVELOPMENT NY 501(C)(3) 10 UNITED METHODIST HEALTH & HOUSING INC false WESLEY AT HOME INC 131 LAWRENCE ST SARATOGA SPRINGS NY 12866 800613523 SENIOR HOME SERVICES NY 501(C)(3) 10 UNITED METHODIST HEALTH & HOUSING INC false EMBURY ASSOCIATES LP 133 LAWRENCE ST SARATOGA SPRINGS NY 12866 263413468 HOUSING NY N/A false false SENIOR SOLUTIONS WORLDWIDE INC 131 LAWRENCE ST SARATOGA SPRINGS NY 12866 141834095 HOME CARE NY N/A false false true false false false false false false false false false true true true true false false false false