Civic Intelligence

Wesley Palms Club

990EZ • Fiscal year 2019 • EIN 23-7093790

May 01, 2018 to Apr 30, 2019 • Filed on Sep 16, 2019

Organization ProfileN/A
2404 Loring StSan Diego, CA 92109

(619) 990-1101

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

44th percentile

0.5%

Higher net margin than 44% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)7 • <$500k nonprofits • Source year 2019

Asset Growth

52nd percentile

1.9%

Faster asset growth than 52% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

32%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • 501(c)7 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$86,440

Up $1,645 (+1.9%) from 2018

Net Assets

Up

$86,440

Up $1,645 (+1.9%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin44th percentile

Revenue

Up

$106,330

Up $25,888 (+32%) from 2018

Expenses

Up

$105,763

Up $21,871 (+26%) from 2018

Net Income

Up

$567

Up $4,017 (+116%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2019

Assets$86,440
Liabilities-
Net Assets$86,440
Open 2019 Filing

Operations Trend

Revenue Growth89th 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

2019

Revenue$106,330
Expenses$105,763
Net Income$567
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Sep 16, 2019
Return Version
2018v3.1
Gross Receipts
$106,330
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.$105,213-
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ED DICKPresident-$0--
SIMA OPPENHEIMERVice President-$0--
GREGG DOHERTYSecretary-$0--
PHYLLIS MURRAYTreasurer-$0--
HOLLY STEEREPast President-$0--
Filing and Contact Details

Filer

Filer Name
Wesley Palms Club
EIN
23-7093790
Phone
6199901101
Address
2404 LORING ST, SAN DIEGO, CA 92109

Signing Officer

Name
Ed Dick
Title
President
Signed
2019-09-16
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.1

“EMPOLYEE PARTY $94450”

Other Expenses.2

“Birthday celebrations $3329”

Other Expenses.3

“LIBRARY $2068”

Other Expenses.4

“RESOUNDING JOY $2000”

Other Expenses.5

“BREEZES $1605”

Other Expenses.6

“DISCRETIONARY $900”

Other Expenses.7

“SALES TAX $401”

Other Expenses.8

“SUPPLIES $317”

Other Expenses.9

“PUTTING CONTEST $123”

Other Expenses.10

“TAXES $20”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0phyllis murray
IRS990EZ/BooksInCareOfDetail/PhoneNum06199901101
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02404 LORING ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092109
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt084795
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt086440
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0567
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt084795
IRS990EZ/Form990TotalAssetsGrp/EOYAmt086440
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0106330
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02378
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt098875
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt084795
IRS990EZ/NetAssetsOrFundBalancesEOYAmt086440
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt084795
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt086440
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/PersonNm1SIMA OPPENHEIMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GREGG DOHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PHYLLIS MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HOLLY STEERE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherChangesInNetAssetsAmt01078
IRS990EZ/OtherExpensesTotalAmt0105213
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SOCIAL ACTIVITIES FOR SENIOR RESIDENTS OF WESLEY PALMS RETIREMENT HOME
IRS990EZ/ProgramServiceRevenueAmt05077
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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0105213
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0105763
IRS990EZ/TotalProgramServiceExpensesAmt0105213
IRS990EZ/TotalRevenueAmt0106330
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EMPOLYEE PARTY $94450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BIRTHDAY CELEBRATIONS $3329
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LIBRARY $2068
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RESOUNDING JOY $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BREEZES $1605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DISCRETIONARY $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SALES TAX $401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SUPPLIES $317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PUTTING CONTEST $123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TAXES $20
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.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ED DICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESLEY PALMS CLUB
ReturnHeader/Filer/BusinessNameControlTxt0WESL
ReturnHeader/Filer/EIN0237093790
ReturnHeader/Filer/PhoneNum06199901101
ReturnHeader/Filer/USAddress/AddressLine1Txt02404 LORING ST
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092109
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/ReturnTs02019-09-16T08:07:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-05-01
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,440
Liabilities
-
Net assets
$86,440
Revenue
$106,330
Expenses
$105,763
Net income
$567
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