Nonprofit · EIN 22-3642737
THE WESLEY FOUNDATION INC
Tax-exempt · SARATOGA SPGS, NY 12866
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $669,458 | $485,730 | $183,728 | $4,596,082 | $82,612 | $4,513,470 |
| December 31, 2024 | 990 | $900,977 | $1,837,932 | -$936,955 | $4,435,158 | $123,748 | $4,311,410 |
| December 31, 2023 | 990 | $735,686 | $903,345 | -$167,659 | $5,491,122 | $163,901 | $5,327,221 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $454,052
- Program service revenue
- $0
- Investment income
- $215,406
- Net gain from sales of assets
- $46,197
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $11,419
- Program services (functional)
- $421,454
- Management and general (functional)
- $64,276
Balance sheet and other
- Total assets, start of year
- $4,435,158
- Total assets, end of year
- $4,596,082
- Total liabilities, end of year
- $82,612
- Net assets, end of year
- $4,513,470
- Publicly traded securities
- $690,803
- Net assets without donor restrictions
- $659,750
- Net assets with donor restrictions
- $3,853,720
- Gross receipts
- $849,187
- Employees
- 0
- Volunteers
- 30
- Year formed
- 1997
- State of legal domicile
- NY
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| J BRIAN NEALON | CEO Officer | 5 | $0 | $389,628 | $9,152 |
| SHELLY AMATO | CSO Officer | 5 | $0 | $225,133 | $462 |
| KATHERINE LAHOFF | CFO Officer | 5 | $0 | $159,124 | $11,985 |
| KEVIN TULLY | Director Trustee or director | 1 | $0 | $0 | $0 |
| BETH BRUCKER-KANE | President Trustee or director, Officer | 3 | $0 | $0 | $0 |
| GEORGE CARLSON | Treasurer Trustee or director, Officer | 3 | $0 | $0 | $0 |
| ANDREW PLEAT | Treasurer Trustee or director | 1 | $0 | $0 | $0 |
| ELLEN BRODIE | Director Trustee or director | 1 | $0 | $0 | $0 |
| MACKENZIE ZARZYCKI | Secretary Trustee or director, Officer | 3 | $0 | $0 | $0 |
| TRACEY WARDWELL | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| J BRIAN NEALON | CEO Officer | 5 | $0 | $304,000 | $17,200 |
| SHELLY AMATO | CSO Officer | 5 | $0 | $193,253 | $526 |
| KATHERINE LAHOFF | CFO Officer | 5 | $0 | $122,416 | $13,416 |
| KEVIN TULLY | President Trustee or director, Officer | 5 | $0 | $0 | $0 |
| BETH BRUCKER-KANE | Vice President Trustee or director | 3 | $0 | $0 | $0 |
| GEORGE CARLSON | Treasurer Trustee or director | 3 | $0 | $0 | $0 |
| ANDREW PLEAT | Treasurer Trustee or director, Officer | 3 | $0 | $0 | $0 |
| MACKENZIE ZARZYCKI | Secretary Trustee or director | 1 | $0 | $0 | $0 |
| TRACEY WARDWELL | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| J BRIAN NEALON | CEO Officer | 5 | $0 | $304,000 | $13,691 |
| SHELLY AMATO | CSO Officer | 5 | $0 | $193,003 | $0 |
| KATHERINE LAHOFF | CFO Officer | 5 | $0 | $120,016 | $11,720 |
| KEVIN TULLY | President Trustee or director, Officer | 5 | $0 | $0 | $0 |
| BETH BRUCKER-KANE | Director Trustee or director | 3 | $0 | $0 | $0 |
| GEORGE CARLSON | Director Trustee or director | 3 | $0 | $0 | $0 |
| TARA PLEAT | Treasurer Trustee or director, Officer | 3 | $0 | $0 | $0 |
| JAMES CARMINUCCI | Secretary Trustee or director, Officer | 3 | $0 | $0 | $0 |
| MACKENZIE ZARZYCKI | Director Trustee or director | 1 | $0 | $0 | $0 |
| JACK ARNOLD | Director Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 131 LAWRENCE ST, SARATOGA SPGS, NY 12866-1346
- In care of
- % G NEIL ROBERTS
- Principal officer (990 for 2025)
- J BRIAN NEALON, 131 LAWRENCE STREET, SARATOGA SPRINGS, NY 12866
- Signed the 990
- KATHERINE LAHOFF, CFO
- Phone
- (518) 587-3600
- Website
- WWW.THEWESLEYCOMMUNITY.ORG
Mission
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.
Program accomplishments
- 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.Expenses $421,454 · revenue $454,052
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 22-3642737
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,596,082
- Income (IRS master file)
- $849,187
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $669,458 | $485,730 | $4,596,082 | XML |
| 990 | December 2024 | $900,977 | $1,837,932 | $4,435,158 | XML |
| 990 | December 2023 | $735,686 | $903,345 | $5,491,122 | XML |
| 990 | December 2022 | $546,065 | $402,500 | $5,439,562 | IRS |
| 990 | December 2021 | – | – | – | 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 22-3642737).
Questions about THE WESLEY FOUNDATION INC
- What is the EIN of THE WESLEY FOUNDATION INC?
- The employer identification number (EIN) of THE WESLEY FOUNDATION INC is 22-3642737.
- Is THE WESLEY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to THE WESLEY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE WESLEY FOUNDATION 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 THE WESLEY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE WESLEY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of THE WESLEY FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names J BRIAN NEALON.
- Who are the officers and directors of THE WESLEY FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does THE WESLEY FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $669,458, expenses of $485,730 and total assets of $4,596,082 at year end.
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All nonprofits in SARATOGA SPGS · New York · Philanthropy, voluntarism and grantmaking foundations