Nonprofit · EIN 20-2157051
WESLEY WOODS SENIOR LIVING INC
Tax-exempt · ATLANTA, GA 30329
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $4,947,965 | $4,523,732 | $424,233 | $9,013,908 | $600,955 | $8,412,953 |
| August 31, 2024 | 990 | $3,558,138 | $3,442,537 | $115,601 | $13,052,333 | $5,239,272 | $7,813,061 |
| August 31, 2023 | 990 | $3,546,970 | $3,502,253 | $44,717 | $12,041,426 | $4,070,271 | $7,971,155 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $1,461,867
- Program service revenue
- $2,505,457
- Investment income
- $514,145
- Net gain from sales of assets
- $216,202
- Other revenue
- $466,496
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,094,612
- Other salaries and wages
- $1,353,441
- Salaries, compensation and benefits (total)
- $3,022,877
- Professional fundraising fees
- $0
- Legal fees
- $25,577
- Accounting fees
- $58,672
- Travel
- $50,928
- Depreciation
- $35,991
- Program services (functional)
- $1,756,582
- Management and general (functional)
- $2,383,419
- Fundraising (functional)
- $383,731
Balance sheet and other
- Total assets, start of year
- $13,052,333
- Total assets, end of year
- $9,013,908
- Total liabilities, end of year
- $600,955
- Net assets, end of year
- $8,412,953
- Land, buildings and equipment
- $379,378
- Publicly traded securities
- $2,846,787
- Net assets without donor restrictions
- $8,402,857
- Net assets with donor restrictions
- $10,096
- Gross receipts
- $4,947,965
- Employees
- 284
- Volunteers
- 248
- Year formed
- 2004
- State of legal domicile
- GA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Terry Barcroft | President & CEO Trustee or director, Officer | 30 | $324,346 | $24,499 |
| Diane Vaughan | President of Foundation Trustee or director | 2 | $207,288 | $26,424 |
| Brandon Valasek | CFO & Secretary/Treasurer Officer | 10 | $207,374 | $24,102 |
| Doris Billingsley | VP Human Resources Highest-paid employee | 20 | $154,956 | $16,461 |
| John Davie Fite | Director of Marketing Highest-paid employee | 20 | $153,378 | $16,708 |
| Walter Keith Gadd | Controller Highest-paid employee | 20 | $147,533 | $16,326 |
| Karen Kagiyama | Director of Pastoral Care Highest-paid employee | 20 | $123,371 | $7,892 |
| Theresa Smith | Director, Residential Accounting Highest-paid employee | 20 | $115,143 | $5,900 |
| Glenn Warren | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| John Ethridge | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Bishop Robin Dease | Director Trustee or director | 1 | $0 | $0 |
| Cathie Berger | Director Trustee or director | 1 | $0 | $0 |
| Fain Hicks | Director Trustee or director | 1 | $0 | $0 |
| Jan Love | Director Trustee or director | 1 | $0 | $0 |
| Meredith Barclay | Director Trustee or director | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Molly Perkins | Director Trustee or director | 1 | $0 |
| Phil Jacobs | Director Trustee or director | 1 | $0 |
| Rev Chuck Savage | Director Trustee or director | 1 | $0 |
| Sharon Pappas | Director Trustee or director | 1 | $0 |
| Tom Jackson | Director Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERRY BARCROFT | PRESIDENT & CEO Trustee or director, Officer | 13 | $315,578 | $23,071 |
| LAURI ANN BROOKS | VPO Trustee or director, Officer | 12 | $220,288 | $18,705 |
| DIANE VAUGHAN | DIRECTOR, PRESIDENT OF FOU Trustee or director | 2 | $210,473 | $23,650 |
| BRANDON VALASEK | CFO & SECRETARY/TREASURER Officer | 4 | $180,019 | $22,366 |
| JOHN DAVIE FITE | DIRECTOR OF MARKETING & PU Highest-paid employee | 20 | $153,834 | $14,772 |
| WALTER KEITH GADD | CONTROLLER Highest-paid employee | 20 | $142,961 | $15,107 |
| KAREN KAGIYAMA | DIRECTOR OF PASTORAL CARE Highest-paid employee | 20 | $136,616 | $7,721 |
| DORIS BILLINGSLEY | CHIEF PEOPLE PERSON Highest-paid employee | 20 | $134,640 | $6,692 |
| THERESA SMITH | DIRECTOR, RESIDENTIAL ACCO Highest-paid employee | 20 | $111,983 | $6,316 |
| JOHN ETHRIDGE | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GLENN WARREN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CATHY BERGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAN LOVE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MEREDITH BARCLAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MOLLY PERKINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REV CHUCK SAVAGE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHARON PAPPAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILL BURCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BISHOP ROBIN DEASE | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended August 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERRY BARCROFT | PRESIDENT & CEO Trustee or director, Officer | 13 | $298,303 | $23,773 |
| LAURI ANN BROOKS | VPO Trustee or director, Officer | 12 | $208,347 | $19,161 |
| DIANE VAUGHAN | DIRECTOR, PRESIDENT OF FOUNDATION Trustee or director | 2 | $196,355 | $24,223 |
| BRANDON VALASEK | CFO & SECRETARY/TREASURER Officer | 4 | $167,784 | $8,876 |
| JOHN DAVIE FITE | DIRECTOR OF MARKETING & PUBLIC RELATIONS Highest-paid employee | 20 | $141,231 | $21,573 |
| TRACI MONTGOMERY | HUMAN RESOURCES DIRECTOR Highest-paid employee | 20 | $133,957 | $20,610 |
| WALTER KEITH GADD | CONTROLLER Highest-paid employee | 20 | $136,932 | $14,922 |
| KAREN KAGIYAMA | DIRECTOR OF PASTORAL CARE Highest-paid employee | 20 | $131,365 | $7,506 |
| THERESA SMITH | DIRECTOR, RESIDENTIAL ACCOUNTING Highest-paid employee | 20 | $111,333 | $6,002 |
| JOHN ETHRIDGE | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GLENN WARREN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CATHY BERGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAN LOVE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MEREDITH BARCLAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MOLLY PERKINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARTIN MCGAHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REV CHUCK SAVAGE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHARON PAPPAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILL BURCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BISHOP ROBIN DEASE | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1817 CLIFTON RD NE, ATLANTA, GA 30329-4021
- In care of
- % TERRY BARCROFT
- Principal officer (990 for 2024)
- Terry Barcroft, 1817 Clifton Road NE, Atlanta, GA 30329
- Signed the 990
- Terry Barcroft, President & CEO
- Phone
- (404) 779-6231
- Website
- www.wesleywoods.org
- Return prepared by
- Mauldin & Jenkins LLC
Mission
Our mission is to create communities of connection, well-being, and promise.
Program accomplishments
- 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.Expenses $1,756,582 · revenue $2,505,457
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 20-2157051
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2007
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $9,013,908
- Income (IRS master file)
- $4,947,965
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $4,947,965 | $4,523,732 | $9,013,908 | XML |
| 990 | August 2024 | $3,558,138 | $3,442,537 | $13,052,333 | XML |
| 990 | August 2023 | $3,546,970 | $3,502,253 | $12,041,426 | XML |
| 990 | August 2022 | $7,601,638 | $3,145,348 | $8,107,390 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2157051).
Questions about WESLEY WOODS SENIOR LIVING INC
- What is the EIN of WESLEY WOODS SENIOR LIVING INC?
- The employer identification number (EIN) of WESLEY WOODS SENIOR LIVING INC is 20-2157051.
- Is WESLEY WOODS SENIOR LIVING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to WESLEY WOODS SENIOR LIVING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WESLEY WOODS SENIOR LIVING INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WESLEY WOODS SENIOR LIVING INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESLEY WOODS SENIOR LIVING INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of WESLEY WOODS SENIOR LIVING INC?
- The 990 for the year ended August 31, 2025 names Terry Barcroft.
- Who are the officers and directors of WESLEY WOODS SENIOR LIVING INC?
- The 990 for the year ended August 31, 2025 lists 20 people; 8 received compensation from the organization, the highest $324,346 (Terry Barcroft, President & CEO).
- How much revenue does WESLEY WOODS SENIOR LIVING INC have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $4,947,965, expenses of $4,523,732 and total assets of $9,013,908 at year end.
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