Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 1,232,715 | 3,250,909 | 1,143,812 | 5,627,436 | ||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | 39,389,438 | 57,123,624 | 96,513,062 | |||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | 1,232,715 | 42,640,347 | 58,267,436 | 102,140,498 | ||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 0 | |||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | 0 | |||||
| c | Add lines 7a and 7b.. | 0 | |||||
| 8 | Public support. (Subtract line 7c from line 6.) | 102,140,498 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 1,232,715 | 42,640,347 | 58,267,436 | 102,140,498 | ||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 36,732 | 76,045 | 112,777 | |||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 36,732 | 76,045 | 112,777 | |||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 7,424 | 2,381 | 9,805 | |||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 1,232,715 | 42,684,503 | 58,345,862 | 102,263,080 | ||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART I, LINE 1: DESCRIPTION OF ORGANIZATION MISSION (CONTINUED): | WESLEY FAMILY SERVICES (WFS) TOOK PART IN PROVIDING SERVICES THAT PROMOTE RECOVERY AND RESILIENCY AT MORE THAN 30 DIFFERENT AGENCY LOCATIONS AND VARIOUS SHARED FACILITIES IN THE COMMUNITY DURING FY19/20. THE WFS GROUP OF COMPANIES WAS ABLE TO PROVIDE PERSON-CENTERED CARE TO OVER 20,000 INDIVIDUALS AND FAMILIES IN WESTERN AND SOUTHWESTERN PENNSYLVANIA. OUR CARING, HIGHLY TRAINED STAFF OF APPROXIMATELY 1,000 PEOPLE ARE COMMITTED TO PROVIDING HIGH QUALITY, TRANSFORMATIONAL SUPPORT SERVICES TO CHILDREN, ADULTS, AND FAMILIES OVER THE COURSE OF THEIR LIFESPAN SO THAT THEY ARE EMPOWERED TO REACH THEIR FULL POTENTIAL. LIFE CHANGING PROGRAMS ARE OFFERED IN THE AREAS OF AGING, BEHAVIORAL HEALTH, COMMUNITY EMPOWERMENT, FAMILY SUPPORT AND PRESERVATION, INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, AND SPECIALIZED EDUCATION. OUR VISION IS TO DO MORE FOR MORE CHILDREN, FAMILIES AND ADULTS; BE MORE EFFECTIVE, EFFICIENT AND SUSTAINABLE; AND CONTINUE TO INNOVATE IN WHAT WE DO AND HOW WE DO IT. DURING FY20, OUR STAFF EMBODIED WFS' VALUES BY WORKING TIRELESSLY TO EFFECTIVELY DO MORE FOR MORE WITH EMPATHY, WHILE STRIVING FOR EXCELLENCE IN CARING FOR THOSE WE ARE PRIVILEGED TO SERVE, AND EMPOWERING THEIR TRANSFORMATION THROUGH INNOVATION AND INSPIRATION. |
| FORM 990, PART III, LINE 2 | BOTH FAMILY SERVICES OF WESTERN PENNSYLVANIA (FSWP) AND WESLEY SPECTRUM SERVICES (WSS) PREVIOUSLY BECAME MEMBER ORGANIZATIONS OF WESLEY FAMILY SERVICES (WFS) AND SYSTEMATICALLY MIGRATED THEIR TRADITIONAL OPERATIONS AND PROGRAMMING TO WFS OVER THE COURSE OF TWO FISCAL YEARS. THIS ACTION WAS COMPLETED AS OF JUNE 30, 2019 AND RESULTED IN ADDITIONAL PROGRAM SERVICE ACCOMPLISHMENTS AND ASSOCIATED REVENUE AND EXPENSES FOR WFS FOR FY20. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DETAILED REVIEW OF FORM 990 IS PERFORMED BY MANAGEMENT. AN EXECUTIVE SUMMARY IS PROVIDED TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | PURSUANT TO WFS' HUMAN RESOURCE (HR) POLICIES AND PROCEDURES AND IN CONNECTION WITH WFS' CODE OF ETHICS AND BUSINESS CONDUCT, ALL COVERED INDIVIDUALS SHALL 1) DISCLOSE ANY CONFLICT OF INTEREST WHICH OCCURS OR MIGHT OCCUR IN CONJUNCTION WITH HIS OR HER RELATIONSHIP WITH WFS AND 2) AVOID ANY CONFLICT OF INTEREST WHICH INTERFERES OR CREATES A NEGATIVE PERCEPTION OF INTERFERENCE WITH OBJECTIVE DECISION MAKING AND OTHERWISE DOES NOT OPERATE WITHIN THE BEST INTERESTS OF WFS. COVERED INDIVIDUALS INCLUDE MEMBERS OF THE BOARD OF DIRECTORS OF ALL ENTITIES CONTROLLED BY WFS DIRECTLY OR INDIRECTLY, OFFICERS OF WFS, DEPARTMENT HEADS AND OTHER ADMINISTRATIVE EMPLOYEES, EMPLOYEES TO WHOM AUTHORITY HAS BEEN DELEGATED TO COMMIT WFS TO A COURSE OF ACTION OR WHOSE RECOMMENDATIONS ARE LIKELY TO BE INFLUENTIAL IN DETERMINING A COURSE OF ACTION, AND INDIVIDUALS HAVING CERTAIN RELATIONSHIPS WITH THE AFOREMENTIONED INDIVIDUALS, SUCH AS BEING MEMBERS OF THE SAME FAMILY OR HOUSEHOLD OR BENEFICIARIES OR TRUSTEES OF ANY TRUST IN WHICH THE AFOREMENTIONED INDIVIDUAL IS A BENEFICIARY OR TRUSTEE. A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED TO EACH COVERED INDIVIDUAL AT THE TIME HE OR SHE ASSUMES SUCH STATUS. EACH COVERED INDIVIDUAL SHALL, AS PROMPTLY AS POSSIBLE, REPORT THEIR CONCERNS TO HR. EACH COVERED INDIVIDUAL SHALL REPORT SITUATIONS INVOLVING AN ACTUAL OR PARTIAL CONFLICT OF INTEREST TO THE HR DEPARTMENT OF WFS IN WRITING. EACH COVERED INDIVIDUAL SHALL DISCLOSE ANY INTEREST IN TRANSACTIONS PRESENTED TO THE CORPORATE MANAGEMENT OF WFS AS MAY BE REQUIRED BY THE BY-LAWS OR SIMILARLY GOVERNING INSTRUMENTS OF WFS. A DESIGNEE OF THE HR OR QUALITY DEPARTMENT WILL EXPEDITIOUSLY EVALUATE THE CIRCUMSTANCE GIVING RISE TO THE POTENTIAL CONFLICT AND ESTABLISH ITS MERIT SO THAT SAFEGUARDS CAN BE IMPLEMENTED TO PROTECT ALL PARTIES. WFS OBTAINS SIGNED CONFLICT OF INTEREST STATEMENTS FROM EACH MEMBER OF THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ORGANIZATION'S COMPENSATION PLAN FOLLOWS A BASE PAY MARKET APPROACH WHICH IS SIMILAR FOR ALL EMPLOYEES INCLUDING TOP MANAGEMENT. ON A PERIODIC BASIS, THE HUMAN RESOURCES DEPARTMENT RECOMMENDS CHANGES TO THE BASE PAY RANGES AS DETERMINED THROUGH MARKET ANALYSIS. AS PART OF THE ANNUAL BUDGETING PROCESS, THE BOARD REVIEWS AND APPROVES, AS APPROPRIATE, THE FUNDS TO BE ALLOCATED FOR TOTAL COMPENSATION. IN ADDITION, THERE IS A COMPENSATION COMMITTEE WHO REVIEWS THE COMPENSATION OF THE CEO. A MEMBER OF THE COMPENSATION COMMITTEE INFORMS THE VP OF FINANCE OF ANY CHANGES TO THE CEO'S COMPENSATION SO THEY CAN BE PROCESSED. THE PROCESS IS DOCUMENTED AND SECURED IN AN UNDISCLOSED LOCATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR. THEIR RESPONSIBILITY INCLUDES REVIEW AND APPROVAL OF THE PRESENTATION OF THE AUDITED FINANCIAL STATEMENTS AND MANAGEMENT'S PERFORMANCE IN CONNECTION THERETO. THE MEMBERSHIP OF THE AUDIT COMMITTEE IS INDEPENDENT OF THE MEMBERSHIP OF THE FINANCE COMMITTEE OF THE BOARD. |
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