Civic Intelligence

Methodist Home for the Aging

990 • Fiscal year 2021 • EIN 04-3743805

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 19, 2022

Organization ProfileN/A
1520 Cooper Hill RoadBirmingham, AL 35210

(205) 951-2442

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

98th percentile

1.45x

Higher debt load relative to assets than 98% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

94th percentile

4.39x

Higher debt load relative to revenue than 94% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

10th percentile

-18%

Higher net margin than 10% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

12th percentile

-4.7%

Faster asset growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-15%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$5,447,871

Down $267,785 (-4.7%) from 2020

Net Assets

Down

-$2,461,304

Down $482,827 (-24%) from 2020

Liabilities

Up

$7,909,175

Up $215,042 (+2.8%) from 2020

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin10th percentile

Revenue

Down

$1,803,336

Down $329,236 (-15%) from 2020

Expenses

Down

$2,134,332

Down $45,303 (-2.1%) from 2020

Net Income

Down

-$330,996

Down $283,933 (-603%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0-$5.0MAssets 2011: $6,573,040Liabilities 2011: $7,940,849Net Assets 2011: -$1,367,8092011Assets 2012: $6,392,929Liabilities 2012: $7,924,863Net Assets 2012: -$1,531,9342012Assets 2013: $6,242,723Liabilities 2013: $7,930,894Net Assets 2013: -$1,688,1712013Assets 2014: $6,444,256Liabilities 2014: $8,378,990Net Assets 2014: -$1,934,7342014Assets 2015: $6,183,246Liabilities 2015: $8,149,048Net Assets 2015: -$1,965,8022015Assets 2016: $6,070,055Liabilities 2016: $8,095,424Net Assets 2016: -$2,025,3692016Assets 2017: $5,803,178Liabilities 2017: $7,807,685Net Assets 2017: -$2,004,5072017Assets 2018: $5,845,088Liabilities 2018: $7,814,408Net Assets 2018: -$1,969,3202018Assets 2019: $5,833,675Liabilities 2019: $7,765,089Net Assets 2019: -$1,931,4142019Assets 2020: $5,715,656Liabilities 2020: $7,694,133Net Assets 2020: -$1,978,4772020Assets 2021: $5,447,871Liabilities 2021: $7,909,175Net Assets 2021: -$2,461,3042021Assets 2022: $5,302,743Liabilities 2022: $7,895,371Net Assets 2022: -$2,592,6282022Assets 2023: $4,854,360Liabilities 2023: $7,762,874Net Assets 2023: -$2,908,5142023Assets 2024: $4,938,437Liabilities 2024: $8,058,784Net Assets 2024: -$3,120,3472024

Highlighted filing

2021

Assets$5,447,871
Liabilities$7,909,175
Net Assets-$2,461,304
Open 2021 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,878,4552011Expenses 2012: $1,903,9072012Revenue 2013: $1,823,346Expenses 2013: $1,979,583Net Income 2013: -$156,2372013Revenue 2014: $1,712,403Expenses 2014: $1,958,966Net Income 2014: -$246,5632014Revenue 2015: $1,997,381Expenses 2015: $2,028,449Net Income 2015: -$31,0682015Revenue 2016: $1,979,813Expenses 2016: $2,039,380Net Income 2016: -$59,5672016Revenue 2017: $2,061,482Expenses 2017: $2,040,620Net Income 2017: $20,8622017Revenue 2018: $2,162,159Expenses 2018: $2,126,972Net Income 2018: $35,1872018Revenue 2019: $2,182,683Expenses 2019: $2,144,777Net Income 2019: $37,9062019Revenue 2020: $2,132,572Expenses 2020: $2,179,635Net Income 2020: -$47,0632020Revenue 2021: $1,803,336Expenses 2021: $2,134,332Net Income 2021: -$330,9962021Revenue 2022: $2,019,309Expenses 2022: $2,150,633Net Income 2022: -$131,3242022Revenue 2023: $2,240,192Expenses 2023: $2,556,078Net Income 2023: -$315,8862023Revenue 2024: $2,537,526Expenses 2024: $2,749,360Net Income 2024: -$211,8342024

Highlighted filing

2021

Revenue$1,803,336
Expenses$2,134,332
Net Income-$330,996
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 19, 2022
Return Version
2020v4.2
Gross Receipts
$1,803,336
Mission and Program Overview

Mission

To provide affordable housing to the elderly and handicapped.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,545,260$4,462,943▼ $82,317
Savings and Temporary Cash Investments$631,402$471,521▼ $159,881
Prepaid Expenses and Deferred Charges$122,079$151,975▲ $29,896
Cash and Non-Interest-Bearing Accounts$156,394$123,059▼ $33,335
Accounts Receivable$43,065$28,298▼ $14,767
Inventories for Sale or Use$5,670$5,808▲ $138
Total Assets$5,715,656$5,447,871▼ $267,785
Other Assets Total$211,786$204,267▼ $7,519
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,748,923$6,689,662▼ $59,261
Other Liabilities$722,565$979,569▲ $257,004
Accounts Payable and Accrued Expenses$222,645$239,944▲ $17,299
Total Liabilities$7,694,133$7,909,175▲ $215,042
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,978,477$-2,461,304▼ $482,827
Total Net Assets Fund Balance$-1,978,477$-2,461,304▼ $482,827
Total Liabilities and Net Assets / Fund Balance$5,715,656$5,447,871▼ $267,785

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,607,970$2,330,440$5,938,410
Land$752,700-$752,700
Equipment$76,217$527,356$603,573
Other Land Buildings$26,056$39,083$65,139
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Betty SalterPresident
Henry RobertsVice President
Barbara GaffneyTrustee
Henry StovallTrustee
Martha PerezTrustee
Christopher TomlinMha-CEO
W Bruce AkinsMha-CFO
Mike GilesMha-COO
Stephan McclellanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$100,708
Program Service Revenue
$1,693,646
Investment Income
$394
Other Revenue
$8,588
All Other Contributions
$59,627
Change in Net Assets
$-330,996

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,803,336
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,803,336
Total Revenue per Form 990
$1,803,336
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,244,144
Salaries, Compensation, and Employee Benefits$890,188
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$799,251--$799,251
Occupancy$412,300--$412,300
Depreciation Depletion$206,120--$206,120
Fees for Services Management-$89,666-$89,666
All Other Expenses$68,635--$68,635
Payroll Taxes$63,177--$63,177
Other Expenses$56,312--$56,312
Insurance$56,261--$56,261
Fees for Services Accounting-$32,490-$32,490
Other Employee Benefits$27,760--$27,760
Office Expenses$19,593--$19,593
Advertising$8,984--$8,984
Fees for Services Other-$3,955-$3,955
Total Functional Expenses$2,008,221$126,111$0$2,134,332

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,134,332
Total Expenses per Audited Statements$2,134,332
Total Expenses per Form 990$2,134,332
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Due to Affiliate$946,069
Refundable Security Deposit$33,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Management delegated- wesley haven villa has a hud approved management contract with methodist home for the aging (the sponsor and controlling entity).”

Form 990, Part VI, Section B, Line 11B

“The 990 is reviewed by the methodist home for the aging executive staff and wesley haven villa officers.”

Form 990, Part VI, Section B, Line 12C

“Enforcement of conflicts policy-all interested persons must sign an annual conflict of interest statement. A conflict of interest committee was appointed by the methodist home for the aging board to monitor and enforce conflict of interest issues.”

Form 990, Part VI, Section B, Line 15

“Compensation process for top officials- the finance committee of the board of the methodist home for the aging shall set the compensation for the executive staff. The executive staff shall recommend compensation for key employees and staff at all the facilities. The recommendations are reviewed, approved or modified by the finance committee. Compensation process for officers- wesley haven villa officers are not compensated.”

Form 990, Part VI, Section C, Line 18

“Governing documents, conflict of interest policy , financial statements, and form 990 are made available for public inspection by appointment, examination can be made at 1520 cooper hill road, birmingham, al 35210.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy , financial statements, and form 990 are made available for public inspection by appointment, examination can be made at 1520 cooper hill road, birmingham, al 35210.”

Filing and Contact Details

Filer

Filer Name
Wesley Haven Villa Inc
EIN
04-3743805
Phone
2059512442
Address
1520 COOPER HILL ROAD, BIRMINGHAM, AL 35210

Signing Officer

Name
W Bruce Akins
Title
CFO-mha
Phone
2059512442
Signed
2022-04-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Tomlin
Formed
2002
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
100
Volunteers
0

Preparer

Firm
Aprio Llp
Address
5 CONCOURSE PARKWAY SUITE 1000, ATLANTA, GA 30328
Preparer
John Santamour
Phone
4048929651
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Py equity adjustment -23. Py due to affiliate improperly classified as net assets -151,808.”

Raw XML AppendixShowing 400 of 484 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/OtherExpensesGrp/TotalAmt356312
IRS990/OtherLiabilitiesGrp/BOYAmt0722565
IRS990/OtherLiabilitiesGrp/EOYAmt0979569
IRS990/OtherRevenueMiscGrp/Desc0GAIN ON INSURANCE PROC
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08588
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08588
IRS990/OtherRevenueTotalAmt08588
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0799251
IRS990/OtherSalariesAndWagesGrp/TotalAmt0799251
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt063177
IRS990/PayrollTaxesGrp/TotalAmt063177
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0122079
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0151975
IRS990/PrincipalOfficerNm0CHRISTOPHER TOMLIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01693646
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01693646
IRS990/ProgSrvcAccomActy2Grp/Desc0N/A
IRS990/ProgSrvcAccomActy3Grp/Desc0N/A
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt010761
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0826
IRS990/PYOtherExpensesAmt01264163
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02120985
IRS990/PYRevenuesLessExpensesAmt0-47063
IRS990/PYSalariesCompEmpBnftPaidAmt0915472
IRS990/PYTotalExpensesAmt02179635
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02132572
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-330996
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01702628
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0631402
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0471521
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0100708
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010761
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040828
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0118662
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt075737
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0346696
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0394
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0826
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0800
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0510
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0408
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02938
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01693646
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02120985
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02141855
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02042987
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01985745
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09985218
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0394
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0826
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0800
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0510
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0408
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02938
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt08588
IRS990ScheduleA/OtherIncome509Grp/TotalAmt08588
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99890
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt010331914
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01794354
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02131746
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02182683
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02161649
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02061482
IRS990ScheduleA/Total509Grp/TotalAmt010331914
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01803336
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02132572
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02183483
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02162159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02061890
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010343440
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03607970
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02330440
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05938410
IRS990ScheduleD/EquipmentGrp/BookValueAmt076217
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0527356
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0603573
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02134332
IRS990ScheduleD/LandGrp/BookValueAmt0752700
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0752700
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt026056
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt039083
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt065139
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0946069
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt133500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1REFUNDABLE SECURITY DEPOSIT
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01803336
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04462943
IRS990ScheduleD/TotalExpensesPerForm990Amt02134332
IRS990ScheduleD/TotalLiabilityAmt0979569
IRS990ScheduleD/TotalRevenuePerForm990Amt01803336
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01803336
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02134332
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT DELEGATED- WESLEY HAVEN VILLA HAS A HUD APPROVED MANAGEMENT CONTRACT WITH METHODIST HOME FOR THE AGING (THE SPONSOR AND CONTROLLING ENTITY).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE METHODIST HOME FOR THE AGING EXECUTIVE STAFF AND WESLEY HAVEN VILLA OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ENFORCEMENT OF CONFLICTS POLICY-ALL INTERESTED PERSONS MUST SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. A CONFLICT OF INTEREST COMMITTEE WAS APPOINTED BY THE METHODIST HOME FOR THE AGING BOARD TO MONITOR AND ENFORCE CONFLICT OF INTEREST ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION PROCESS FOR TOP OFFICIALS- THE FINANCE COMMITTEE OF THE BOARD OF THE METHODIST HOME FOR THE AGING SHALL SET THE COMPENSATION FOR THE EXECUTIVE STAFF. THE EXECUTIVE STAFF SHALL RECOMMEND COMPENSATION FOR KEY EMPLOYEES AND STAFF AT ALL THE FACILITIES. THE RECOMMENDATIONS ARE REVIEWED, APPROVED OR MODIFIED BY THE FINANCE COMMITTEE. COMPENSATION PROCESS FOR OFFICERS- WESLEY HAVEN VILLA OFFICERS ARE NOT COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY , FINANCIAL STATEMENTS, AND FORM 990 ARE MADE AVAILABLE FOR PUBLIC INSPECTION BY APPOINTMENT, EXAMINATION CAN BE MADE AT 1520 COOPER HILL ROAD, BIRMINGHAM, AL 35210.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY , FINANCIAL STATEMENTS, AND FORM 990 ARE MADE AVAILABLE FOR PUBLIC INSPECTION BY APPOINTMENT, EXAMINATION CAN BE MADE AT 1520 COOPER HILL ROAD, BIRMINGHAM, AL 35210.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PY EQUITY ADJUSTMENT -23. PY DUE TO AFFILIATE IMPROPERLY CLASSIFIED AS NET ASSETS -151,808.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0YES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630376518
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LONG TERM CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd035320
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt089666
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,447,871
Liabilities
$7,909,175
Net assets
-$2,461,304
Revenue
$1,803,336
Expenses
$2,134,332
Net income
-$330,996
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.94$8.06$3.12$2.54$2.75$0.21
2023Detailed filing. Detailed filing data is available for this year.$4.85$7.76$2.91$2.24$2.56$0.32
2022Detailed filing. Detailed filing data is available for this year.$5.30$7.90$2.59$2.02$2.15$0.13
2021Detailed filing. Detailed filing data is available for this year.$5.45$7.91$2.46$1.80$2.13$0.33
2020Detailed filing. Detailed filing data is available for this year.$5.72$7.69$1.98$2.13$2.18$0.05
2019Detailed filing. Detailed filing data is available for this year.$5.83$7.77$1.93$2.18$2.14$0.04
2018Detailed filing. Detailed filing data is available for this year.$5.85$7.81$1.97$2.16$2.13$0.04
2017Detailed filing. Detailed filing data is available for this year.$5.80$7.81$2.00$2.06$2.04$0.02
2016Detailed filing. Detailed filing data is available for this year.$6.07$8.10$2.03$1.98$2.04$0.06
2015Detailed filing. Detailed filing data is available for this year.$6.18$8.15$1.97$2.00$2.03$0.03
2014Detailed filing. Detailed filing data is available for this year.$6.44$8.38$1.93$1.71$1.96$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.24$7.93$1.69$1.82$1.98$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.39$7.92$1.53$1.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.57$7.94$1.37$1.88