Nonprofit · EIN 23-2366563
NEW HERITAGE TOWERS
Also known as WESLEY ENHANCED LIVING DOYLESTOWN
Tax-exempt · WARMINSTER, PA 18974
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $21,617,132 | $19,867,703 | $1,749,429 | $64,334,278 | $39,567,176 | $24,767,102 |
| December 31, 2024 | 990 | $20,721,446 | $19,171,251 | $1,550,195 | $60,601,724 | $38,733,427 | $21,868,297 |
| December 31, 2023 | 990 | $19,639,456 | $18,103,393 | $1,536,063 | $56,731,887 | $36,896,101 | $19,835,786 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $7,000
- Program service revenue
- $20,223,745
- Investment income
- $1,000,599
- Net rental income
- $7,146
- Net gain from sales of assets
- $114,264
- Other revenue
- $385,788
Expenses
- Grants and similar amounts paid
- $87,664
- Compensation of officers, directors and key employees
- $286,569
- Other salaries and wages
- $8,135,487
- Salaries, compensation and benefits (total)
- $10,250,725
- Professional fundraising fees
- $0
- Accounting fees
- $26,517
- Occupancy
- $1,259,274
- Travel
- $10,966
- Depreciation
- $1,621,308
- Program services (functional)
- $15,065,982
- Management and general (functional)
- $4,801,721
Balance sheet and other
- Total assets, start of year
- $60,601,724
- Total assets, end of year
- $64,334,278
- Total liabilities, end of year
- $39,567,176
- Net assets, end of year
- $24,767,102
- Land, buildings and equipment
- $19,123,552
- Publicly traded securities
- $19,448,452
- Net assets without donor restrictions
- $24,767,102
- Gross receipts
- $22,709,055
- Employees
- 338
- Volunteers
- 33
- Year formed
- 1984
- State of legal domicile
- PA
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 |
|---|---|---|---|---|---|
| JEFF PETTY | CHAIR Trustee or director, Officer | 1 | $0 | $977,221 | $26,891 |
| SHELLEY BALLET | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $395,802 | $21,916 |
| LYNNE DUKERT | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $272,079 | $0 | $14,490 |
| SHARON MARGULIES | DIRECTOR OF RESIDENTIAL SALES Highest-paid employee | 40.15 | $237,192 | $0 | $15,472 |
| YUEHHSIA CHEN | REGISTERED NURSE Highest-paid employee | 32.94 | $128,834 | $0 | $16,717 |
| KATHLEEN PINZKA | DIR PERSONAL CARE & RESIDENT SVCS. Highest-paid employee | 40 | $113,068 | $0 | $15,189 |
| ANTHONY PELLITTA | DIR FACILITY OPERATIONS Highest-paid employee | 40 | $112,282 | $0 | $15,339 |
| KELLY HERRMANN | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $109,637 | $0 | $15,158 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFF PETTY | CHAIR Trustee or director, Officer | 1 | $0 | $717,141 | $26,399 |
| SHELLEY BALLET | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $291,530 | $21,706 |
| LYNNE DUKERT | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $202,289 | $0 | $0 |
| SHARON MARGULIES | DIRECTOR OF RESIDENTIAL SALES Highest-paid employee | 40 | $165,516 | $0 | $15,357 |
| THOMAS RICHARDS | REGISTERED NURSE Highest-paid employee | 40 | $136,219 | $0 | $15,478 |
| YUEHHSIA CHEN | REGISTERED NURSE Highest-paid employee | 46.41 | $130,705 | $0 | $15,787 |
| KATHLEEN PINZKA | DIR PERSONAL CARE & RESIDENT SVCS Highest-paid employee | 40 | $111,823 | $0 | $14,704 |
| ANTHONY PELLITTA | DIR FACILITY OPERATIONS Highest-paid employee | 40 | $108,731 | $0 | $14,851 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFF PETTY | CHAIR/PRESIDENT AND CEO Trustee or director, Officer | 1 | $0 | $640,795 | $23,407 |
| SHELLEY BALLET | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $273,901 | $19,452 |
| SHARON MARGULIES | DIRECTOR OF RESIDENTIAL SALES Highest-paid employee | 40 | $192,558 | $0 | $12,661 |
| LYNNE DUKERT | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $190,667 | $0 | $11,847 |
| YUEHHSIA CHEN | REGISTERED NURSE Highest-paid employee | 40.4 | $142,284 | $0 | $13,681 |
| VICTORIA GERBER | LICENSED PRACTICAL NURSE Highest-paid employee | 57.5 | $124,600 | $0 | $13,024 |
| ARLIND SINANI | LICENSED PRACTICAL NURSE Highest-paid employee | 58.3 | $123,407 | $0 | $12,034 |
| THOMAS RICHARDS | DIRECTOR OF NURSING Highest-paid employee | 37.8 | $122,906 | $0 | $6,875 |
Address and contacts
- Address (IRS master file)
- 626 JACKSONVILLE RD STE 200, WARMINSTER, PA 18974-4886
- Principal officer (990 for 2025)
- JEFF PETTY, 626 JACKSONVILLE ROAD 200, WARMINSTER, PA 18974
- Signed the 990
- JEFF PETTY, CHIEF FINANCIAL OFFICER
- Phone
- (215) 354-0565
- Website
- WWW.WEL.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES.
Program accomplishments
- THE ORGANIZATION OPERATES A NON-PROFIT CONTINUING CARE RETIREMENT COMMUNITY, WHICH INCLUDES THREE LEVELS OF CARE: INDEPENDENT LIVING, PERSONAL CARE AND A SKILLED NURSING FACILITY CONSISTING OF 210 APARTMENTS, 66 PERSONAL CARE UNITS AND A 60 BED SKILLED NURSING FACILITY. THE COMMUNITY PROVIDES AGING SERVICES TO PROMOTE GENERAL HEALTH, WELFARE AND SECURITY FOR THE SENIOR RESIDENTS, AND TO PLAN AND DEVELOP NEW PROGRAMS AND SERVICES TO MEET THE EVOLVING SOCIAL, HEALTH AND PERSONAL NEEDS OF RESIDENTS. OCCUPANCY FOR THE YEAR WAS 93.41% FOR INDEPENDENT LIVING, 71.22% FOR PERSONAL CARE AND 89.68% FOR NURSING.Expenses $15,065,982 · grants $87,664 · revenue $20,223,745
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
- 23-2366563
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 3423: EVANGELICAL SERVICES FOR THE AGING
- Assets (IRS master file)
- $64,334,278
- Income (IRS master file)
- $22,709,055
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $21,617,132 | $19,867,703 | $64,334,278 | IRS |
| 990 | December 2024 | $20,721,446 | $19,171,251 | $60,601,724 | IRS |
| 990 | December 2023 | $19,639,456 | $18,103,393 | $56,731,887 | XML |
| 990 | December 2022 | $18,643,459 | $16,903,126 | $53,550,692 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 23-2366563).
Questions about NEW HERITAGE TOWERS
- What is the EIN of NEW HERITAGE TOWERS?
- The employer identification number (EIN) of NEW HERITAGE TOWERS is 23-2366563.
- Is NEW HERITAGE TOWERS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Which annual return does NEW HERITAGE TOWERS 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 NEW HERITAGE TOWERS 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 NEW HERITAGE TOWERS 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 NEW HERITAGE TOWERS?
- The 990 for the year ended December 31, 2025 names JEFF PETTY.
- Who are the officers and directors of NEW HERITAGE TOWERS?
- The 990 for the year ended December 31, 2025 lists 8 people; 6 received compensation from the organization.
- How much revenue does NEW HERITAGE TOWERS have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $21,617,132, expenses of $19,867,703 and total assets of $64,334,278 at year end.
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