WESBURY UNITED METHODIST COMMUNITY

EIN: 250425760 501(c)(3) Health Care

MEADVILLE, PA

Total Revenue
$24,881,944
Total Expenses
$24,859,507
Total Assets
$54,066,939
Net Assets
$30,530,491
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1955
Legal Domicile
PA
Principal Officer
BRIAN NAGEOTTE
Phone
8143329000
Tax Period
2023-01-01 to 2023-12-31

WESBURY UNITED METHODIST COMMUNITY, founded in 1955, is a mid-sized nonprofit in the Health Care sector that reported $24.9M in total revenue in fiscal year 2023.

Mission

PROVIDE INDIVIDUALIZED, PROACTIVE HEALTH CARE AND LIFE ENRICHMENT SERVICES TO ASSIST MATURE ADULTS IN MAINTAINING THEIR INDEPENDENCE, DIGNITY AND SPIRITUAL WHOLENESS IN A SECURE, CHRISTIAN ENVIRONMENT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $24,187,322
Investment Income $311,160
Other Revenue $383,462
TOTAL REVENUE $24,881,944

Expense Breakdown

Grants Paid $0
Salaries & Benefits $14,449,081
Fundraising Expenses $0
Program Expenses $18,200,846
Other Expenses $10,410,426
TOTAL EXPENSES $24,859,507

Year-over-Year Comparison

2023 2022 Change
Revenue $24,881,944 $23,925,040 +0.0%
Expenses $24,859,507 $23,902,730 +0.0%
Net Income $22,437 $22,310 +0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
558
Volunteers
97

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$490,832
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DEBRA SPENCE CHAIRPERSON 1.00
Officer Director
$0 $0 $0
LANCE JOHNSON VICE CHAIRPERSON 1.00
Officer Director
$0 $0 $0
ROBERT S WAID SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
MARK WEINDORF ASST SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
LYLE MOOK BOARD MEMBER 1.00
Director
$0 $0 $0
SHIRLEY MINNIS BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN SWICK BOARD MEMBER 1.00
Director
$0 $0 $0
JAMES BECKER BOARD MEMBER 1.00
Director
$0 $0 $0
CHRISTOPHER ZERBE BOARD MEMBER 1.00
Director
$0 $0 $0
BRIAN NAGEOTTE PRESIDENT 40.00
Officer
$295,325 $9,766 $305,091
SHEILA BUNDY DIRECTOR OF HEALTHCARE AND 40.00
Highest
$137,901 $13,522 $151,423
JOSEPH PALMIERO CFO THRU 10/18/23 40.00
Officer
$145,662 $15,318 $160,980
ALISHIA STEVENSON VP OF COMPLIANCE, RISK AND 40.00
Highest
$127,788 $14,058 $141,846
LISA MADDY CFO AS OF 10/18/23 40.00
Officer
$24,040 $721 $24,761
LAWRENCE MARSTELLER ADMINISTRATOR - AL/IL 40.00
Highest
$102,886 $13,206 $116,092
DEAN YORK VP OF HUMAN RESOURCES 40.00
Highest
$116,110 $12,868 $128,978
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $24,881,944 $24,859,507 $54,066,939 $22,437
2022 $23,925,040 $23,902,730 $53,195,019 $22,310
2021 $28,946,157 $26,106,533 $55,436,010 $2,839,624
2020 $28,586,137 $27,864,585 $56,590,983 $721,552
2019 $27,815,399 $26,817,144 $50,996,102 $998,255
2018 $27,294,771 $26,425,897 $49,689,596 $868,874
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