Civic Intelligence

Myers Trust for Wesley Village

EIN 23-6856876 • 501(c)3 • Pittsburgh, PA

Profile

Provide support for the residents and recognition for the accomplishments of the nursing staff of wesley village

500 First Ave P7-pfsc-03-zPittsburgh, PA 15219

n/A

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

24th percentile

-5.2%

Higher net margin than 24% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

24th percentile

$109,027

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

32nd percentile

-0.4%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-52%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$10,988,179

Down $39,251 (-0.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$10,988,179

Down $39,251 (-0.4%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin24th percentile

Revenue

Down

$717,462

Down $774,468 (-52%) from 2023

Expenses

Down

$754,590

Down $508,584 (-40%) from 2023

Net Income

Down

-$37,128

Down $265,884 (-116%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$15M$10M$5.0M$0Assets 2013: $10,050,233Liabilities 2013: $0Net Assets 2013: $10,050,2332013Assets 2017: $11,420,341Liabilities 2017: $0Net Assets 2017: $11,420,3412017Assets 2018: $12,010,896Liabilities 2018: $0Net Assets 2018: $12,010,8962018Assets 2019: $12,293,776Liabilities 2019: $0Net Assets 2019: $12,293,7762019Assets 2020: $11,643,748Liabilities 2020: $0Net Assets 2020: $11,643,7482020Assets 2021: $11,452,090Liabilities 2021: $0Net Assets 2021: $11,452,0902021Assets 2022: $10,801,879Liabilities 2022: $0Net Assets 2022: $10,801,8792022Assets 2023: $11,027,430Liabilities 2023: $0Net Assets 2023: $11,027,4302023Assets 2024: $10,988,179Liabilities 2024: $0Net Assets 2024: $10,988,1792024

Highlighted filing

2024

Assets$10,988,179
Liabilities$0
Net Assets$10,988,179
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2013: $1,199,273Expenses 2013: $558,664Net Income 2013: $640,6092013Revenue 2017: $1,121,853Expenses 2017: $708,394Net Income 2017: $413,4592017Revenue 2018: $1,310,915Expenses 2018: $718,793Net Income 2018: $592,1222018Revenue 2019: $1,065,519Expenses 2019: $784,300Net Income 2019: $281,2192019Revenue 2020: $447,990Expenses 2020: $1,094,010Net Income 2020: -$646,0202020Revenue 2021: $942,821Expenses 2021: $1,130,882Net Income 2021: -$188,0612021Revenue 2022: $568,655Expenses 2022: $1,225,204Net Income 2022: -$656,5492022Revenue 2023: $1,491,930Expenses 2023: $1,263,174Net Income 2023: $228,7562023Revenue 2024: $717,462Expenses 2024: $754,590Net Income 2024: -$37,1282024

Highlighted filing

2024

Revenue$717,462
Expenses$754,590
Net Income-$37,128
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,988,179
Liabilities
$0
Net assets
$10,988,179
Revenue
$717,462
Expenses
$754,590
Net income
-$37,128
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.72$0.75$0.04
2023Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$1.49$1.26$0.23
2022Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.57$1.23$0.66
2021Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.94$1.13$0.19
2020Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.45$1.09$0.65
2019Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$1.07$0.78$0.28
2018Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$1.31$0.72$0.59
2017Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$1.12$0.71$0.41
2013Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$1.20$0.56$0.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 14, 2025
Return Version
2024v5.1
Gross Receipts
$2,014,002
Mission and Program Overview

Mission

Provide support for the residents and recognition for the accomplishments of the nursing staff of wesley village

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$11,027,430--
Cap Stk Tr Prin Current Funds-$10,988,179-
Investments in Publicly Traded Securities$10,731,128$10,510,202▼ $220,926
Savings and Temporary Cash Investments$296,302$477,977▲ $181,675
Total Assets$11,027,430$10,988,179▼ $39,251
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,027,430$10,988,179▼ $39,251
Total Liabilities and Net Assets / Fund Balance$11,027,430$10,988,179▼ $39,251
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Pnc Bank N aCo-trusteePT$109,027$109,027

Board Members and Trustees

NameTitle
John CrounseCo-trustee
Philip ReidCo-trustee
Sharon J BergCo-trustee
Sharron LewisCo-trustee
John E Morris Iii EsquireTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$717,462
Other Revenue
$0
Change in Net Assets
$-37,128
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$641,640
Salaries, Compensation, and Employee Benefits$109,027
Other Expenses$3,923
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$641,640--$641,640
Current Officers, Directors, Trustees, and Key Employees$21,806$87,221-$109,027
Other Expenses-$9-$9
Total Functional Expenses$663,446$91,144$0$754,590
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Methodist Homes FoundationBinghamton, NY501c3General Support$641,640
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The norman and lida myers fund is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The norman and lida myers fund is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Pnc bank, as co-trustee, arranges for the preparation of form 990. Returns are submitted to pnc bank for review prior to filing.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The conflict of interest policy of pnc charitable trust requires an annual affirmation that it has been received, read, understood, and agreed to be complied with. In addition, the policy requires an annual disclosure of the existence and nature of any affiliation in which a party would be considered an interested person under the policy.”

Form 990, Page 6, Part VI, Line 18

“Form 990 and related financial statements are made available through requests.”

Form 990, Page 6, Part VI, Line 19

“Form 990 and related financial statements are made available through requests. The governing documents and conflict of interest policy are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Myers Trust for Wesley Village
EIN
23-6856876
Phone
4127622758
Address
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4127622758
Signed
2025-04-14
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
4
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Jason Belot
Phone
3302555814
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2023 transactions posted in 2024 of $4,091, less 2024 transactions posted in 2025 of $4,413, less wash sale adjustment of $539, less return of capital adjustment of $17, less PY return of capital of $1,330, plus adjustment to income of $79, plus rounding adjustment of $6.”

Raw XML Appendix386 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE UNITED METHODIST HOMES OF THE WYOMING CONFERENCE, THE CONTROLLING PARENT OF THE WESLEY VILLAGE HAS ADOPTED VARIOUS BOARD POLICIES AND PROCEDURES TO IMPLEMENT, SUPERVISE, AND APPLY THE DISTRIBUTIONS FROM THIS TRUST FOR THE SPECIFIC PURPOSES SET FORTH IN THE TRUST AGREEMENT. THEY WORK CLOSELY WITH THE TRUSTEES TO MONITOR THE INVESTMENTS AND HOLD MEETINGS TO DISCUSS THE OPERATIONS OF THE TRUST
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE UNITED METHODIST HOMES OF THE WYOMING CONFERENCE, THE CONTROLLING PARENT OF THE WESLEY VILLAGE, SHALL UTILIZE AND EXPEND FUNDS FOR THE SUPPORT OF THE RESIDENTS OF WESLEY VILLAGE. SPECIFICALLY, WESLEY VILLAGE WILL SUPPORT RESIDENTS BY PURCHASING ARTICLES OF CLOTHING NEEDED BY RESIDENTS, AND BY FINANCING PURCHASES OF MEDICAL EQUIPMENT, SERVICES AND SUPPLIES WHICH WILL IMPROVE THE CARE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2FUNDS PROVIDED ARE TO IMPROVE THE CARE, TREATMENT AND COMFORT OF WESLEY VILLAGE RESIDENTS IN WAYS THAT ARE NOT PROVIDED FOR IN THE BUDGET.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3While the supported organization relies on the experience and expertise of the Institutional Trustee to invest and manage the investments in the Trust, due to the close and continuous relationship, the supported organization has a significant voice in investment decisions.
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE NORMAN AND LIDA MYERS FUND IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE NORMAN AND LIDA MYERS FUND IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE NORMAN AND LIDA MYERS FUND IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PNC BANK, AS CO-TRUSTEE, ARRANGES FOR THE PREPARATION OF FORM 990. RETURNS ARE SUBMITTED TO PNC BANK FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY OF PNC CHARITABLE TRUST REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, READ, UNDERSTOOD, AND AGREED TO BE COMPLIED WITH. IN ADDITION, THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTENCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDERED AN INTERESTED PERSON UNDER THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUESTS. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt62023 transactions posted in 2024 of $4,091, less 2024 transactions posted in 2025 of $4,413, less wash sale adjustment of $539, less return of capital adjustment of $17, less PY return of capital of $1,330, plus adjustment to income of $79, plus rounding adjustment of $6.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0754590
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04127622758
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MYERS TRUST FOR WESLEY VILLAGE
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON BELOT
ReturnHeader/ReturnTs02025-04-21T15:01:29-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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