Civic Intelligence

Wesley Palms Club

EIN 23-7093790 • 501(c)7 • San Diego, CA

990-N Coverage

Profile

To provide social activities for senior residents of wesley palms retirement home

2404 Loring StSan Diego, CA 92109

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

12th percentile

-27%

Higher net margin than 12% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Assets

Up

$121,540

Up $37,564 (+45%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$121,540

Up $37,564 (+45%) from 2024

Revenue

Up

$16,333

Up $3,019 (+23%) from 2024

Expenses

Up

$20,699

Up $8,542 (+70%) from 2024

Net Income

Down

-$4,366

Down $5,523 (-477%) from 2024

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2015: $93,054Net Assets 2015: $93,0542015Assets 2016: $98,219Liabilities 2016: $1,388Net Assets 2016: $96,8312016Assets 2017: $89,723Net Assets 2017: $89,7232017Assets 2018: $84,795Net Assets 2018: $84,7952018Assets 2019: $86,440Net Assets 2019: $86,4402019Assets 2020: $80,189Net Assets 2020: $80,1892020Assets 2021: $84,131Net Assets 2021: $84,1312021Assets 2022: $80,886Net Assets 2022: $80,8862022Assets 2023: $0Net Assets 2023: $80,8862023Assets 2024: $83,976Net Assets 2024: $83,9762024Assets 2025: $121,540Net Assets 2025: $121,5402025

Highlighted filing

2025

Assets$121,540
Liabilities-
Net Assets$121,540

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $91,594Expenses 2015: $98,627Net Income 2015: -$7,0332015Revenue 2016: $91,425Expenses 2016: $93,537Net Income 2016: -$2,1122016Revenue 2017: $71,507Expenses 2017: $71,211Net Income 2017: $2962017Revenue 2018: $80,442Expenses 2018: $83,892Net Income 2018: -$3,4502018Revenue 2019: $106,330Expenses 2019: $105,763Net Income 2019: $5672019Revenue 2020: $113,032Expenses 2020: $115,396Net Income 2020: -$2,3642020Revenue 2021: $106,361Expenses 2021: $110,205Net Income 2021: -$3,8442021Revenue 2022: $116,264Expenses 2022: $114,829Net Income 2022: $1,4352022Revenue 2023: $02023Revenue 2024: $13,314Expenses 2024: $12,157Net Income 2024: $1,1572024Revenue 2025: $16,333Expenses 2025: $20,699Net Income 2025: -$4,3662025

Highlighted filing

2025

Revenue$16,333
Expenses$20,699
Net Income-$4,366

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Jun 3, 2025
Return Version
2024v5.1
Gross Receipts
$16,333
Mission and Program Overview

Mission

To provide social activities for senior residents of wesley palms retirement home

Program Services

DescriptionGrantsExpenses
THE PURPOSE OF THE WESLEY PALMS CLUB SHALL BE: TO PROMOTE GRACIOUS LIVING FOR AND AMONG THE RESIDENTS OF WESLEY PALMS; TO REPRESENT THE RESIDENTS IN MATTERS RELATING TO THEIR HAPPINESS AND WELFARE; TO INITIATE AND PROMOTE FORMAL AND INFORMAL PROGRAM ACTIVITIES OF INTEREST, ENJOYMENT AND THE BENEFIT OF THE MEMBERS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RIDGON CURRIEPresident-$0--
JUNE MIKLAUVice President-$0--
RICHARD MIKLAUVice President-$0--
JOAN CUDHEASecretary-$0--
LEONARD FELDHEIMTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wesley Palms Club
EIN
23-7093790
Phone
8582744110
Address
2404 LORING ST, SAN DIEGO, CA 92109

Signing Officer

Name
Leonard Feldheim
Title
Treasurer
Signed
2025-06-03
Discuss with paid preparer
Yes

Preparer

Firm
Muench And Shaffer CPA
Address
7816 Ivanhoe Ave 4, La Jolla, CA 92037
Preparer
Jerry Shaffer
Phone
8585871112
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $284

Other Expenses.1

TRANSFER TO EAF $6000

Other Expenses.2

BIRTHDAY PARTY $5778

Other Expenses.3

BREEZES $2515

Other Expenses.4

LIFE ENRICHMENT $2515

Other Expenses.5

LIBRARY $1485

Other Expenses.6

SALES TAX $969

Other Expenses.7

COMMITTEE $553

Other Expenses.8

DISCRETIONARY $300

Raw XML Appendix128 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum08582744110
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02404 LORING ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092109
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt083976
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0121540
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4366
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0121540
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt016333
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InvestmentIncomeAmt0603
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02466
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0121540
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RIDGON CURRIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JUNE MIKLAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD MIKLAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOAN CUDHEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LEONARD FELDHEIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt041930
IRS990EZ/OtherExpensesTotalAmt020399
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SOCIAL ACTIVITIES FOR SENIOR RESIDENTS OF WESLEY PALMS RETIREMENT HOME
IRS990EZ/ProgramServiceRevenueAmt013264
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PURPOSE OF THE WESLEY PALMS CLUB SHALL BE: TO PROMOTE GRACIOUS LIVING FOR AND AMONG THE RESIDENTS OF WESLEY PALMS; TO REPRESENT THE RESIDENTS IN MATTERS RELATING TO THEIR HAPPINESS AND WELFARE; TO INITIATE AND PROMOTE FORMAL AND INFORMAL PROGRAM ACTIVITIES OF INTEREST, ENJOYMENT AND THE BENEFIT OF THE MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt020699
IRS990EZ/TotalRevenueAmt016333
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $284
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRANSFER TO EAF $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BIRTHDAY PARTY $5778
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BREEZES $2515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LIFE ENRICHMENT $2515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LIBRARY $1485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SALES TAX $969
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COMMITTEE $553
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DISCRETIONARY $300
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEONARD FELDHEIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESLEY PALMS CLUB
ReturnHeader/Filer/BusinessNameControlTxt0WESL
ReturnHeader/Filer/EIN0237093790
ReturnHeader/Filer/PhoneNum08582744110
ReturnHeader/Filer/USAddress/AddressLine1Txt02404 LORING ST
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092109
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460779249
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Muench And Shaffer CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07816 Ivanhoe Ave 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Jolla
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092037
ReturnHeader/PreparerPersonGrp/PhoneNum08585871112
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERRY SHAFFER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-06-03T09:01:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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