Nonprofit · EIN 25-1778886
WESBURY FOUNDATION
Tax-exempt · MEADVILLE, PA 16335
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $849,840 | $531,815 | $318,025 | $19,283,706 | $146,585 | $19,137,121 |
| December 31, 2023 | 990 | $786,793 | $463,923 | $322,870 | $18,560,240 | $220,838 | $18,339,402 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $407,616
- Program service revenue
- $73,200
- Investment income
- $252,344
- Net rental income
- $73,044
- Net gain from sales of assets
- $86,229
- Net income from fundraising events
- $3,807
- Other revenue
- $116,680
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $198,534
- Salaries, compensation and benefits (total)
- $198,534
- Professional fundraising fees
- $0
- Occupancy
- $46,801
- Travel
- $100
- Depreciation
- $106,182
- Program services (functional)
- $489,500
- Management and general (functional)
- $42,315
Balance sheet and other
- Total assets, start of year
- $18,560,240
- Total assets, end of year
- $19,283,706
- Total liabilities, end of year
- $146,585
- Net assets, end of year
- $19,137,121
- Land, buildings and equipment
- $3,442,194
- Publicly traded securities
- $8,510,909
- Net assets without donor restrictions
- $14,349,374
- Net assets with donor restrictions
- $4,787,747
- Gross receipts
- $4,581,617
- Employees
- 0
- Volunteers
- 43
- Year formed
- 1996
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRIAN NAGEOTTE | PRESIDENT/CEO Trustee or director, Officer | 1 | $0 | $317,574 | $10,380 |
| ALISHIA STEVENSON | VP OF COMPLIANCE, RISK AND Highest-paid employee | 1 | $0 | $144,725 | $9,340 |
| SHEILA BUNDY | DIRECTOR OF HEALTHCARE AND Highest-paid employee | 1 | $0 | $141,602 | $8,393 |
| LISA MADDY | CFO Officer | 1 | $0 | $133,429 | $11,685 |
| DEAN YORK | VP OF HUMAN RESOURCES Highest-paid employee | 1 | $0 | $111,931 | $7,503 |
| LAWRENCE MARSTELLER | ADMINISTRATOR - AL/IL Highest-paid employee | 1 | $0 | $108,632 | $8,184 |
| RICK SLAGLE | DIRECTOR OF INFORMATION TECHNOLOGY Highest-paid employee | 1 | $0 | $101,577 | $9,875 |
| LANCE A JOHNSON | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT S WAID | SECRETARY / TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOLENE TUBBS | SUNSET AUXILIARY PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DEBRA SPENCE | VICE CHAIRPERSON Trustee or director | 1 | $0 | $0 | $0 |
| MARK WEINDORF | ASSISTANT SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRIAN NAGEOTTE | PRESIDENT/CEO Trustee or director, Officer | 1 | $0 | $295,325 | $9,766 |
| JOSEPH PALMIERO | CFO THRU 10/18/23 Officer | 1 | $0 | $145,662 | $15,318 |
| SHEILA BUNDY | DIRECTOR OF HEALTHCARE AND Highest-paid employee | 1 | $0 | $137,901 | $13,522 |
| ALISHIA STEVENSON | VP OF COMPLIANCE, RISK AND Highest-paid employee | 1 | $0 | $127,788 | $14,058 |
| DEAN YORK | VP OF HUMAN RESOURCES Highest-paid employee | 1 | $0 | $116,110 | $12,868 |
| LAWRENCE MARSTELLER | ADMINISTRATOR - AL/IL Highest-paid employee | 1 | $0 | $102,886 | $13,206 |
| LISA MADDY | CFO AS OF 10/18/23 Officer | 1 | $0 | $24,040 | $721 |
| LANCE A JOHNSON | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT S WAID | SECRETARY / TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOLENE TUBBS | SUNSET AUXILIARY PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DEBRA SPENCE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 31 N PARK AVE, MEADVILLE, PA 16335-9440
- In care of
- % DONALD E CLAWSON
- Principal officer (990 for 2024)
- BRIAN NAGEOTTE, 31 N PARK AVE, MEADVILLE, PA 16335
- Signed the 990
- BRIAN NAGEOTTE, PRESIDENT/CEO
- Phone
- (814) 332-9000
- Return prepared by
- MCGILL POWER BELL & ASSOC LLP
Mission
TO PROVIDE SUPPORTIVE SERVICES EXCLUSIVELY FOR THE BENEFIT OF WESBURY: A UNITED METHODIST RETIREMENT COMMUNITY, A PENNSYLVANIA NONPROFIT CORPORATION WITHIN THE MEANING OF 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND OF FURTHERING WESBURY'S LONG-TERM GOALS AND PROGRAMS RELATING TO THE GENERAL HEALTH AND WELL-BEING OF THE AGING THROUGH A COMMON RELIGIOUS HERITAGE.
Program accomplishments
- TO RAISE MONIES FOR THE SUPPORT OF WESBURY UNITED METHODIST COMMUNITY.Expenses $489,500 · revenue $39,829
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 | Not 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
- 25-1778886
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30Z)
- Assets (IRS master file)
- $19,283,706
- Income (IRS master file)
- $4,581,617
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $849,840 | $531,815 | $19,283,706 | XML |
| 990 | December 2023 | $786,793 | $463,923 | $18,560,240 | XML |
| 990 | December 2022 | $1,441,089 | $429,275 | $16,519,050 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 25-1778886).
Questions about WESBURY FOUNDATION
- What is the EIN of WESBURY FOUNDATION?
- The employer identification number (EIN) of WESBURY FOUNDATION is 25-1778886.
- Is WESBURY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to WESBURY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WESBURY FOUNDATION 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 WESBURY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESBURY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WESBURY FOUNDATION?
- The 990 for the year ended December 31, 2024 names BRIAN NAGEOTTE.
- Who are the officers and directors of WESBURY FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does WESBURY FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $849,840, expenses of $531,815 and total assets of $19,283,706 at year end.
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