Civic Intelligence

Wesley Family Services

EIN 82-0653875 • 501(c)3 • Pittsburgh, PA

Profile

To empower children, adults and families by providing transformational care.

221 Penn AvenuePittsburgh, PA 15221

wfspa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.53x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

49th percentile

0.32x

Higher debt load relative to revenue than 49% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

51st percentile

4.9%

Higher net margin than 51% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

50th percentile

$368,124

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2022

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

26th percentile

-2.3%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Assets

Up

$41,476,428

Up $3,546,191 (+9.3%) from 2023

Liabilities

Up

$20,320,129

Up $282,579 (+1.4%) from 2023

Net Assets

Up

$21,156,299

Up $3,263,612 (+18%) from 2023

Revenue

Up

$68,137,812

Up $5,041,152 (+8.0%) from 2023

Expenses

Up

$64,961,927

Up $4,969,344 (+8.3%) from 2023

Net Income

Up

$3,175,885

Up $71,808 (+2.3%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0-$20MAssets 2018: $1,226,922Liabilities 2018: $1,350,381Net Assets 2018: -$123,4592018Assets 2019: $15,091,512Liabilities 2019: $11,257,024Net Assets 2019: $3,834,4882019Assets 2020: $15,468,739Liabilities 2020: $10,444,716Net Assets 2020: $5,024,0232020Assets 2021: $21,969,339Liabilities 2021: $15,202,698Net Assets 2021: $6,766,6412021Assets 2022: $32,219,017Liabilities 2022: $17,486,093Net Assets 2022: $14,732,9242022Assets 2023: $37,930,237Liabilities 2023: $20,037,550Net Assets 2023: $17,892,6872023Assets 2024: $41,476,428Liabilities 2024: $20,320,129Net Assets 2024: $21,156,2992024

Highlighted filing

2024

Assets$41,476,428
Liabilities$20,320,129
Net Assets$21,156,299

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80M$60M$40M$20M$0-$20MRevenue 2018: $1,055,320Expenses 2018: $1,178,779Net Income 2018: -$123,4592018Revenue 2019: $42,682,579Expenses 2019: $38,724,632Net Income 2019: $3,957,9472019Revenue 2020: $58,345,322Expenses 2020: $57,155,787Net Income 2020: $1,189,5352020Revenue 2021: $57,226,294Expenses 2021: $55,483,676Net Income 2021: $1,742,6182021Revenue 2022: $64,549,859Expenses 2022: $56,583,576Net Income 2022: $7,966,2832022Revenue 2023: $63,096,660Expenses 2023: $59,992,583Net Income 2023: $3,104,0772023Revenue 2024: $68,137,812Expenses 2024: $64,961,927Net Income 2024: $3,175,8852024

Highlighted filing

2024

Revenue$68,137,812
Expenses$64,961,927
Net Income$3,175,885

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$69,059,854
Mission and Program Overview

Mission

To empower children, adults and families by providing transformational care.

To empower children, adults and families by providing transformational, whole person care.wesley family services (wfs) took part in providing services that promote recovery and resiliency at more than 30 different agency locations and shared facilities in the community during fy23/24. Wfs provides person-centered care to over 20,000 individuals and families annually in southwestern pennsylvania. Wfs had over 900 caring, highly trained staff who 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 and overcome challenges so that they can be part of a stronger community and have a brighter future. 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$10,528,694$13,583,482▲ $3,054,788
Cash and Non-Interest-Bearing Accounts$8,415,754$9,444,183▲ $1,028,429
Land, Buildings, and Equipment, Net$5,168,696$5,635,356▲ $466,660
Investments in Publicly Traded Securities$6,148,511$5,609,645▼ $538,866
Prepaid Expenses and Deferred Charges$778,040$856,993▲ $78,953
Total Assets$37,930,237$41,476,428▲ $3,546,191
Other Assets Total$6,890,542$6,346,769▼ $543,773
Liabilities
Other Liabilities$8,848,458$8,449,204▼ $399,254
Accounts Payable and Accrued Expenses$6,033,700$7,201,471▲ $1,167,771
Mortgage Notes Payable Secured by Investment Property$2,846,800$2,719,040▼ $127,760
Deferred Revenue$1,901,007$1,543,057▼ $357,950
Unsecured Notes Loans Payable$407,585$407,357▼ $228
Total Liabilities$20,037,550$20,320,129▲ $282,579
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,841,286$21,106,912▲ $3,265,626
Net Assets With Donor Restrictions$51,401$49,387▼ $2,014
Total Net Assets Fund Balance$17,892,687$21,156,299▲ $3,263,612
Total Liabilities and Net Assets / Fund Balance$37,930,237$41,476,428▲ $3,546,191

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$3,734,285$3,731,648$7,465,933
Equipment$661,049$1,786,798$2,447,847
Other Land Buildings$926,664$420,421$1,347,085
Buildings$216,559$14,232$230,791
Land$96,799-$96,799
Other Assets Org$6,346,769--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert M Davis MdMedical DirectorFT$370,457$38,372$408,829
Douglas W MuetzelCEOPT$229,696$155,150$384,846
Radhika Movva MdStaff PsychiatristFT$250,734$56,803$307,537
Patrick Vincent MdStaff PsychiatristFT$251,185$39,914$291,099
Larry a TrengaVP of ItFT$135,794$70,263$206,057
Pamela WeaverVP of Child, Family and Older AdultFT$130,609$59,945$190,554
Emily J PietrzakCFOPT$139,453$45,093$184,546

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Indeed INCRecruitmentPO BOX 660367, Austin, TX 75266$389,356
Mbm Contracting INCGeneral Contractor4999 OLD CLAIRTON ROAD, Pittsburgh, PA 15236$267,704
Qualifacts Systems INCBehavioral Health Ehr Software315 DEADERICK SUITE 2300, Nashville, TN 37238$212,510
Stamm Development LLCConstruction Site Developer10 DENNY ESTATES, Pittsburgh, PA 15238$187,103
Alle-kiski Cleaning ServicesCleaning Services3724 BULL CREEK ROAD, Tarentum, PA 15084$181,299
Revenue and Support

Revenue Composition

Contributions and Grants
$999,783
Program Service Revenue
$66,721,371
Investment Income
$409,690
Other Revenue
$6,968
All Other Contributions
$170,720
Change in Net Assets
$3,175,885
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$50,330,693
Other Expenses$14,631,234
Total Fundraising Expense$3,089
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$37,546,393$3,327,385-$40,873,778
Other Employee Benefits$4,610,234$496,210-$5,106,444
Occupancy$3,724,399$423,506-$4,147,905
Payroll Taxes$2,751,804$232,568-$2,984,372
Fees for Services Other$1,363,455$390,392-$1,753,847
Office Expenses$998,480$302,027-$1,300,507
Travel$1,209,569$6,279-$1,215,848
Information Technology$86,263$915,017-$1,001,280
Depreciation Depletion$784,950$48,463-$833,413
Pension Plan Contributions$675,482$102,040-$777,522
Insurance$522,802$69,691-$592,493
Current Officers, Directors, Trustees, and Key Employees-$588,577-$588,577
Fees for Services Legal$79,285$177,154-$256,439
Advertising$140,799$58,688$3,089$202,576
Fees for Services Accounting-$147,855-$147,855
Other Expenses$141,360$49,530-$141,360
Interest$100,874$35,981-$136,855
Conferences and Meetings$105,920$8,165-$114,085
Fees for Service Investment Mgmnt Fees-$11,721-$11,721
All Other Expenses$2,892$4,901-$7,793
Total Functional Expenses$57,562,688$7,396,150$3,089$64,961,927
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$6,515,910
Due to Affiliate$1,933,294
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.

Filing and Contact Details

Filer

Filer Name
Wesley Family Services
EIN
82-0653875
Phone
4123422300
Address
221 PENN AVENUE, PITTSBURGH, PA 15221

Signing Officer

Name
Emily J Pietrzak
Title
CFO
Phone
4123422300
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas W Muetzel
Formed
2017
Legal Domicile
Pa
Voting Board Members
21
Independent Board Members
21
Employees
1,192
Volunteers
350

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
20 STANWIX STREET, PITTSBURGH, PA 15222
Preparer
Jeffrey J Spengler CPA
Phone
4126976400
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1: DESCRIPTION OF ORGANIZATION MISSION (CONTINUED):

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 fy24, our staff embodied wfs' values by practicing empathy, while being committed to excellence in caring for those we are privileged to serve, and empowering their transformation through leveraging innovation and energizing inspiration. Also, during fy24, wfs adopted quality whole person care as our service philosophy, which aims to enhance the clinical care provided to individuals served while also helping to strengthen the way we support one another as colleagues. Quality whole person care focuses on the "whole person" through several components: addressing social determinants of health; focusing on overall wellness and interdependent dimensions of wellness; health equity, physical health; person-centered, recovery-oriented, trauma-informed approach; and community partnerships. Essentially, in order to most effectively provide, recommend, prescribe and facilitate care, we examine an individual's overall well-being.

Financial Statement Notes

PART X, LINE 2:

The organization accounts for uncertainty in income taxes using a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold is met. Management determined that there were no tax uncertainties that met the recognition threshold in 2024 or in 2023.

Raw XML AppendixShowing 400 of 999 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0TO EMPOWER CHILDREN, ADULTS AND FAMILIES BY PROVIDING TRANSFORMATIONAL, WHOLE PERSON CARE.WESLEY FAMILY SERVICES (WFS) TOOK PART IN PROVIDING SERVICES THAT PROMOTE RECOVERY AND RESILIENCY AT MORE THAN 30 DIFFERENT AGENCY LOCATIONS AND SHARED FACILITIES IN THE COMMUNITY DURING FY23/24. WFS PROVIDES PERSON-CENTERED CARE TO OVER 20,000 INDIVIDUALS AND FAMILIES ANNUALLY IN SOUTHWESTERN PENNSYLVANIA. WFS HAD OVER 900 CARING, HIGHLY TRAINED STAFF WHO 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 AND OVERCOME CHALLENGES SO THAT THEY CAN BE PART OF A STRONGER COMMUNITY AND HAVE A BRIGHTER FUTURE. 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.
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IRS990/Desc0EDUCATION AND BEHAVIORAL HEALTH IN SCHOOLS WE OFFER A VARIETY OF SERVICES TO YOUTH IN A SCHOOL SETTING TO MEET BOTH THEIR EDUCATIONAL AND BEHAVIORAL/MENTAL HEALTH NEEDS. WESLEY FAMILY SERVICES OPERATES TWO PRIVATE ACADEMIC LICENSED SCHOOLS. THE SCHOOLS ARE LICENSED FOR KINDERGARTEN, ELEMENTARY AND SECONDARY EDUCATION ALONG WITH THE SPECIAL EDUCATION CATEGORIES OF AUTISM, LEARNING DISABILITIES AND SOCIAL/EMOTIONAL DISTURBANCE. BOTH SCHOOLS ALSO HOLD STATUS AS APPROVED PRIVATE SCHOOLS WITH FUNDING FROM THE PENNSYLVANIA DEPARTMENT OF EDUCATION. THE SCHOOLS ARE SEPARATED BY GRADE LEVEL: ONE FOR KINDERGARTEN THROUGH 8TH GRADE AND ONE FOR HIGH SCHOOL (GRADES 9-12). WITHIN THE WESLEY FAMILY SCHOOLS, WE OFFER THE FOLLOWING:A) SCHOOL-BASED PARTIAL HOSPITAL SERVICES. THIS PROGRAM WEAVES BOTH PARTIAL HOSPITAL SERVICES AND EDUCATIONAL SERVICES SIMULTANEOUSLY INTO EACH CHILD'S DAILY PLAN IN AN INTENTIONALLY COORDINATED FASHION. B) ACUTE PARTIAL HOSPITALIZATION. THIS PROGRAM IS FOR CHILDREN AND ADOLESCENTS WHO ARE IN CRISIS AND NEED SHORT TERM STABILIZATION AND REFERRAL SERVICES. THE PROGRAM FOCUSES MORE ON THE BEHAVIORAL/MENTAL HEALTH NEEDS OF THE CHILD ABOVE THE EDUCATIONAL NEEDS DURING THE SHORT LENGTH OF STAY. C) SCHOOL-BASED OUTPATIENT SERVICES AND THERAPEUTIC SUPPORT SERVICES. THESE THERAPY SERVICES VARY IN DEGREE OF INTENSITY BASED UPON THE NEEDS OF THE CHILD AND ARE INCORPORATED INTO THEIR SCHOOL DAY ACCORDINGLY.D) PSYCHOLOGICAL EVALUATIONS AND OTHER CONSULTATIVE SERVICES. THESE COMPREHENSIVE SERVICES PROVIDE DIAGNOSTIC CLARIFICATION FOR MENTAL OR BEHAVIORAL HEALTH CONCERNS AND RECOMMEND TREATMENT FOR SCHOOL AGED CHILDREN, YOUNG ADULTS AND THEIR FAMILIES.INTEGRATED INTO ONE OF OUR PROGRAM LOCATIONS, WE OPERATE A KINDERGARTEN AND SCHOOL READINESS PROGRAM WHERE STAFF PROVIDE SUPPORT TO ENABLE CHILDREN IN KINDERGARTEN TO LEARN SUCCESSFULLY IN THEIR REGULAR SCHOOL SETTING BY INCREASING THEIR EMOTIONAL REGULATION SKILLS AND ACADEMIC SCHOOL READINESS. INDIVIDUALIZED ATTENTION AND INTERVENTION IS POSSIBLE IN THIS PROGRAM'S SMALL, STRUCTURED ENVIRONMENT WHERE STUDENTS CAN RECEIVE INDIVIDUAL AND GROUP MENTAL HEALTH THERAPY AND A FULL NEUROPSYCHOLOGICAL EVALUATION IN THE SAME LOCATION AS THEIR SCHOOL.SCHOOL-BASED BEHAVIORAL HEALTH SERVICES PROVIDE SKILLED MENTAL HEALTH PROFESSIONALS TO WORK IN PUBLIC SCHOOLS, PROVIDING SUPPORT SERVICES THAT ARE INTEGRATED INTO THE STUDENTS' ACADEMIC DAY, WHILE ALLOWING THE STUDENTS TO REMAIN IN THEIR COMMUNITY SCHOOL. THE PROGRAM OFFERS SCHOOLS AN ARRAY OF TRAININGS, SPEAKING ENGAGEMENTS, CONSULTING SERVICES, BEHAVIORAL HEALTH NEEDS ASSESSMENTS, AND FULL CONTRACTS DESIGNED TO MEET THE INDIVIDUAL, BEHAVIORAL HEALTH NEEDS OF A SCHOOL AND ITS STUDENTS. WE ALSO PROVIDE TEAM (SCHOOL-BASED CLINICAL HOME TEAM) DELIVERED MENTAL HEALTH SERVICES TO A POPULATION OF STUDENTS IN PUBLIC ELEMENTARY AND HIGH SCHOOLS. THESE SERVICES EXTEND TO THE HOME, SCHOOL AND COMMUNITY FOR A DEFINED POPULATION OF STUDENTS WITH MENTAL HEALTH NEEDS.
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