Civic Intelligence

Wesley Palms Club

990EZ • Fiscal year 2017 • EIN 23-7093790

May 01, 2016 to Apr 30, 2017 • Filed on Jul 26, 2017

Organization ProfileN/A
2404 Loring StSan Diego, CA 92109

(858) 581-8466

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

41st percentile

0.4%

Higher net margin than 41% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

22nd percentile

-8.7%

Faster asset growth than 22% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-22%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$89,723

Down $8,496 (-8.7%) from 2016

Net Assets

Down

$89,723

Down $7,108 (-7.3%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin41st percentile

Revenue

Down

$71,507

Down $19,918 (-22%) from 2016

Expenses

Down

$71,211

Down $22,326 (-24%) from 2016

Net Income

Up

$296

Up $2,408 (+114%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$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

2017

Assets$89,723
Liabilities-
Net Assets$89,723
Open 2017 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$71,507
Expenses$71,211
Net Income$296
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Jul 26, 2017
Return Version
2016v3.0
Gross Receipts
$71,507
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
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ED DICKDirector-$0--
HOLLY STEEREPresident-$0--
GREGG DOHERTYSecretary-$0--
ANN WALLACETreasurer-$0--
SEYMOUR PRELLVice President-$0--
Filing and Contact Details

Filer

Filer Name
Wesley Palms Club
EIN
23-7093790
Phone
8585818466
Address
2404 LORING ST, SAN DIEGO, CA 92109

Signing Officer

Name
Holly Steere
Title
President
Signed
2017-07-26
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1

“EMPOLYEE PARTY $62129”

Other Expenses.2

“Birthday celebrations $4449”

Other Expenses.3

“LIBRARY $2507”

Other Expenses.4

“SALES TAX $857”

Other Expenses.5

“MEMORIAL FUND $480”

Other Expenses.6

“DISCRETIONARY $267”

Other Expenses.7

“BADGES $246”

Other Expenses.9

“TAXES $244”

Other Expenses.10

“BREEZES $173”

Other Expenses.11

“PUTTING CONTEST $75”

Other Expenses.12

“COMPUTER LAB $57”

Other Expenses.13

“SUPPLIES $18”

Other Expenses.14

“MISCELLANEOUS $-986”

Other Assets.1005

“Accounts Receivable - Beginning $388 Accounts Receivable - Ending $0”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1388 Accounts Payable and Accrued Expenses - Ending $0”

Raw XML Appendix139 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANN WALLACE
IRS990EZ/BooksInCareOfDetail/PhoneNum08585818466
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02404 LORING ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092109
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt097831
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt089723
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0296
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt098219
IRS990EZ/Form990TotalAssetsGrp/EOYAmt089723
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt071507
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01065
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt065310
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt096831
IRS990EZ/NetAssetsOrFundBalancesEOYAmt089723
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt096831
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt089723
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ED DICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HOLLY STEERE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GREGG DOHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANN WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SEYMOUR PRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0388
IRS990EZ/OtherChangesInNetAssetsAmt0-7404
IRS990EZ/OtherExpensesTotalAmt070516
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SOCIAL ACTIVITIES FOR SENIOR RESIDENTS OF WESLEY PALMS RETIREMENT HOME
IRS990EZ/PrintingPublicationsPostageAmt0245
IRS990EZ/ProgramServiceRevenueAmt05132
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/SumOfTotalLiabilitiesGrp/BOYAmt01388
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071211
IRS990EZ/TotalRevenueAmt071507
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EMPOLYEE PARTY $62129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BIRTHDAY CELEBRATIONS $4449
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LIBRARY $2507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SALES TAX $857
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMORIAL FUND $480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DISCRETIONARY $267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BADGES $246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAXES $244
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BREEZES $173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PUTTING CONTEST $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10COMPUTER LAB $57
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SUPPLIES $18
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MISCELLANEOUS $-986
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Receivable - Beginning $388 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Accounts Payable and Accrued Expenses - Beginning $1388 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.1001
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HOLLY STEERE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESLEY PALMS CLUB
ReturnHeader/Filer/BusinessNameControlTxt0WESL
ReturnHeader/Filer/EIN0237093790
ReturnHeader/Filer/PhoneNum08585818466
ReturnHeader/Filer/USAddress/AddressLine1Txt02404 LORING ST
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092109
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 CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-07-26T10:55:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,723
Liabilities
-
Net assets
$89,723
Revenue
$71,507
Expenses
$71,211
Net income
$296
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.16$0.21$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.84$0.84$0.13$0.12$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.81$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.81$1.16$1.15$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.84$0.84$1.06$1.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.80$1.13$1.15$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.86$0.86$1.06$1.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.80$0.84$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.90$0.90$0.72$0.71$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.01$0.97$0.91$0.94$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.93$0.92$0.99$0.07