Civic Intelligence

Wesleylife

990EZ • Fiscal year 2010 • EIN 30-0577845

Jan 01, 2010 to Dec 31, 2010 • Filed on Nov 08, 2011

5508 Northwest 88th Street No 12050131
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 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$0

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0-$10M-$20MAssets 2010: $0Net Assets 2010: $02010Assets 2011: $753,156Liabilities 2011: $559,982Net Assets 2011: $193,1742011Assets 2012: $1,586,128Liabilities 2012: $2,113,660Net Assets 2012: -$527,5322012Assets 2013: $2,877,765Liabilities 2013: $1,887,298Net Assets 2013: $990,4672013Assets 2014: $3,674,689Liabilities 2014: $2,722,780Net Assets 2014: $951,9092014Assets 2015: $8,247,154Liabilities 2015: $3,452,813Net Assets 2015: $4,794,3412015Assets 2016: $8,132,142Liabilities 2016: $4,596,092Net Assets 2016: $3,536,0502016Assets 2017: $8,397,392Liabilities 2017: $6,389,277Net Assets 2017: $2,008,1152017Assets 2018: $8,422,797Liabilities 2018: $6,678,682Net Assets 2018: $1,744,1152018Assets 2019: $16,992,900Liabilities 2019: $15,667,527Net Assets 2019: $1,325,3732019Assets 2020: $18,842,097Liabilities 2020: $17,405,391Net Assets 2020: $1,436,7062020Assets 2021: $18,059,987Liabilities 2021: $17,604,642Net Assets 2021: $455,3452021Assets 2022: $19,888,372Liabilities 2022: $26,352,818Net Assets 2022: -$6,464,4462022Assets 2023: $14,354,988Liabilities 2023: $25,379,593Net Assets 2023: -$11,024,6052023Assets 2024: $20,328,014Liabilities 2024: $26,930,043Net Assets 2024: -$6,602,0292024

Highlighted filing

2010

Assets$0
Liabilities-
Net Assets$0

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $4,711,1402011Expenses 2012: $5,207,4712012Revenue 2013: $6,207,466Expenses 2013: $4,908,079Net Income 2013: $1,299,3872013Revenue 2014: $4,816,833Expenses 2014: $5,037,336Net Income 2014: -$220,5032014Revenue 2015: $9,570,645Expenses 2015: $5,666,750Net Income 2015: $3,903,8952015Revenue 2016: $6,464,169Expenses 2016: $7,819,683Net Income 2016: -$1,355,5142016Revenue 2017: $7,942,351Expenses 2017: $9,646,067Net Income 2017: -$1,703,7162017Revenue 2018: $7,377,655Expenses 2018: $7,445,846Net Income 2018: -$68,1912018Revenue 2019: $8,352,215Expenses 2019: $8,719,225Net Income 2019: -$367,0102019Revenue 2020: $10,375,894Expenses 2020: $9,916,400Net Income 2020: $459,4942020Revenue 2021: $10,517,468Expenses 2021: $10,598,381Net Income 2021: -$80,9132021Revenue 2022: $10,055,815Expenses 2022: $12,365,027Net Income 2022: -$2,309,2122022Revenue 2023: $9,018,119Expenses 2023: $12,348,136Net Income 2023: -$3,330,0172023Revenue 2024: $12,494,516Expenses 2024: $13,160,720Net Income 2024: -$666,2042024

Latest loaded filing

2024

Revenue$12,494,516
Expenses$13,160,720
Net Income-$666,204
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Nov 8, 2011
Return Version
2010v3.4
Mission and Program Overview

Mission

Wesleylife is the supporting organization for its affiliates: wesley retirement services and wesley community services (both 501(c)(3) organizations), as well as wesley development services, an llc deriving its exempt status from wesleylife. The mission of wesleylife is to enhance the independence, health and well being of older adults. It does this by providing supporting services such as accounting, finance, human resources, marketing, information technology, and philanthropy throughout its affiliates.

Filing and Contact Details

Filer

EIN
30-0577845
Raw XML Appendix224 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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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10TERESA WAHLERT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName11ROB KRETZINGER
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IRS990EZ/PrimaryExemptPurpose0WESLEYLIFE IS THE SUPPORTING ORGANIZATION FOR ITS AFFILIATES WHO PROVIDE SENIOR HOUSING, ASSISTED LIVING, SKILLED NURSING SERVICES, HOME AND COMMUNITY BASED SERVICES AND DESIGN AND DEVELOPMENT.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0WESLEYLIFE WAS ESTABLISHED IN DECEMBER 2010 AS A SUPPORTING ORGANIZATION FOR WESLEY RETIREMENT SERVICES, INC. (WRS) AND WESLEY COMMUNITY SERVICES, INC. (WCS). WRS WAS ESTABLISHED IN 1947 AS A FAITH-BASED, NON-PROFIT ORGANIZATION AND HAS SINCE DEDICATED ITSELF TO PROVIDING HOUSING, HEALTH CARE, AND SUPPORT SERVICES EXCLUSIVELY TO OLDER ADULTS IN WAYS THAT PROMOTE INDEPENDENCE AND A HEALTHY, ACTIVE LIFESTYLE FOR EVERYONE WE SERVE. WCS WAS ESTABLISHED IN 2006 WITH THE FOCUS OF PROVIDING SERVICES TO OLDER ADULTS AND THE INDIGENT REGARDLESS OF FINANCIAL MEANS THROUGH IN-HOME SUPPORT, ASSISTANCE, MEALS, AND COMPANIONSHIP FOR OLDER ADULTS. OUR MISSION IS TO PROMOTE THE INDEPENDENCE, HEALTH, AND WELL-BEING OF OLDER ADULTS WHEREVER THEY CALL HOME. AS TRENDS IN RETIREMENT LIVING CONTINUE TO CHANGE, WE HAVE RESPONDED WITH AN ARRAY OF SERVICES THAT PROMOTE AND DELIVER FRIENDSHIP AND FELLOWSHIP, A SLATE OF MEANINGFUL ACTIVITIES, LIFELONG LEARNING, AND COMPREHENSIVE HEALTH AND WELLNESS PROGRAMS TO ACCOMMODATE THE EXPECTATIONS OF OUR CUSTOMERS. OUR CORE MISSION SUPPORTS OLDER ADULTS WHEREVER THEY CALL HOME. WESLEYLIFE CURRENTLY OWNS AND OPERATES SEVEN RETIREMENT COMMUNITIES IN IOWA THROUGH WESLEY RETIREMENT SERVICES, INC. (WRS) THAT OFFER A FULL CONTINUUM OF SERVICES. THOSE RETIREMENT COMMUNITIES ARE: WESLEY ACRES IN DES MOINES; HALCYON HOUSE IN WASHINGTON; HERITAGE HOUSE IN ATLANTIC; THE VILLAGE IN INDIANOLA; PARK CENTRE IN NEWTON; EDGEWATER, AN ACTIVE LIFE COMMUNITY IN WEST DES MOINES; AND HEARTHSTONE, A MINISTRY OF WESLEYLIFE IN PELLA. WESLEYLIFE ALSO OPERATES HOME AND COMMUNITY BASED SERVICES THROUGH WESLEY COMMUNITY SERVICES, INC. (WCS) THAT AUGMENT OUR TOTAL SERVICE OFFERING. OUR HOME AND COMMUNITY BASED SERVICES ARE FOCUSED ON PROVIDING SERVICES TO OLDER ADULTS AND INDIGENT REGARDLESS OF FINANCIAL MEANS. WE CONTINUE TO RESPOND TO STUDIES EXPRESSING A GROWING DESIRE AND NEED OF OLDER ADULTS TO RECEIVE SERVICES IN THEIR HOMES BY PROVIDING MEDICARE, MEDICAID, AND PRIVATE PAY HOME CARE SERVICES; MEALS ON WHEELS (MOW), PERSONAL AND ENVIRONMENTAL SERVICES, AND OTHER VOLUNTEER SERVICES WHICH HELP KEEP INDIVIDUALS INDEPENDENT AND ACTIVE IN THEIR HOMES AND THE COMMUNITY. WESLEY ALSO OPERATES TWO ADULT DAY CENTERS - WILLOWBROOK ADULT DAY SERVICES IN NEWTON; AND WESLEY ADULT DAY SERVICES IN DES MOINES. FOR THOSE COMMUNITY MEMBERS APPROACHING END OF LIFE AND NEEDING END OF LIFE CARE, WCS ALSO PROVIDES HOSPICE CARE, WHICH ALLOWS US TO EXTEND OUR MINISTRY AND QUALITY OF CARE.IN 2010, WESLEYLIFE'S SUPPORTING ORGANIZATIONS, WRS AND WCS, PROVIDED HOUSING AND SERVICES FOR MORE THAN 5,000 OLDER IOWANS WHO RECEIVED INDIVIDUALIZED ATTENTION FROM OUR MORE THAN 1,300 PASSIONATE TEAM MEMBERS. AS PART OF OUR MISSION, WE BELIEVE IT IS OUR RESPONSIBILITY TO MAKE THE CITIES AND COMMUNITIES IN WHICH WE OPERATE A BETTER PLACE TO LIVE. WE ARE GUIDED BY OUR CORE VALUES TO PROVIDE QUALITY SERVICES, DEMONSTRATE INTEGRITY, MAINTAIN DIGNITY, FOSTER COMMUNITY, AND DELIVER RESPONSIBLE STEWARDSHIP. WE SERVE OLDER IOWAN'S BY PROVIDING THEM THE QUALITY SERVICES THEY NEED WITH A SERVANT'S HEART. WE ARE COMMITTED TO QUALITY, EXCELLENCE, HOSPITALITY, AND INNOVATION. WHILE ALSO FIRMLY BELIEVING THAT IT IS OUR RESPONSIBILITY TO BE GOOD STEWARDS OF THE MISSION AND ONLY USE THE RESOURCES WE HAVE BEEN PROVIDED IN WAYS THAT WILL BETTER THE LIVES OF OUR CUSTOMERS. AS A NON-PROFIT ORGANIZATION, WE UNDERSTAND THAT OUR RESPONSIBILITY AND OBLIGATION TO OUR COMMUNITIES IS TO OPERATE WITH TOTAL TRANSPARENCY, HONESTY, INTEGRITY, AND THE BEST CARE POSSIBLE. BELOW REFLECTS SOME OF OUR COMMUNITY BENEFITS FROM 2010.- EVERY YEAR OUR STAFF, RESIDENTS, VOLUNTEERS, COMMUNITY MEMBERS, AND BUSINESSES GIVE GENEROUSLY OF THEMSELVES TO BENEFIT THE WELL-BEING OF FELLOW IOWANS. UNIQUE TO WESLEY RETIREMENT SERVICES IS OUR GOOD SAMARITAN/SHEPHERD PROGRAMS. ESTABLISHED MORE THAN 40 YEARS AGO, THIS PROGRAM IS A MEANS OF KEEPING OUR PROMISE TO ASSIST RESIDENTS WHO HAVE OUTLIVED THEIR FINANCIAL RESOURCES. - DURI
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1- OTHER COMMUNITY BASED VOLUNTEER PROJECTS IN WCS (BELOW) CONSIST OF PROGRAMS DESIGNED TO MAINTAIN CLIENT INDEPENDENCE AND KEEPING OLDER ADULTS IN THEIR OWN HOMES.- MEALS ON WHEELS ALLOWS EMPLOYEES OF LOCAL BUSINESSES TO VOLUNTEER THEIR TIME TO DELIVER MEALS TO THE HOMES OF LOW INCOME, FRAIL SENIORS, IN POLK COUNTY. THE PROGRAM HAD 11 BUSINESSES PARTICIPATE WITH OVER 2,300 HOURS CONTRIBUTED BY THEIR EMPLOYEES.- MOW BLIZZARD BAGS ARE DELIVERED TO CLIENTS IN THE EVENT OF INCLEMENT WEATHER OR OTHER EMERGENCY SITUATIONS. A STUDENT ORGANIZATION AND CHURCH GROUP VOLUNTEERED THEIR TIME TO ASSEMBLE AT LEAST 500 BAGS. - COLLECTING PERSONAL CARE ITEMS FOR THOSE IN THE HOME CARE AND HOSPICE PROGRAMS. NEARLY 175 HOURS WERE CONTRIBUTED BY 168 VOLUNTEERS.- CHRISTMAS ADOPT-A-CLIENT HAD 34 VOLUNTEERS CONTRIBUTE IN ORDER TO MAKE THE HOLIDAY SEASON SPECIAL FOR A NUMBER OF LOW-INCOME CLIENTS. THESE INDIVIDUALS CONTRIBUTED NEARLY 150 HOURS TO ASSIST WITH THIS SERVICE.
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IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10FRANK TALLERICO CFO
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TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/Officer/DateSigned02011-11-08
ReturnHeader/Officer/Name0FRANK TALLERICO
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode055402
ReturnHeader/Preparer/Phone06123764500
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-11-10T12:43:49-06:00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.3$26.9$6.60$12.5$13.2$0.67
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$25.4$11.0$9.02$12.3$3.33
2022Detailed filing. Detailed filing data is available for this year.$19.9$26.4$6.46$10.1$12.4$2.31
2021Detailed filing. Detailed filing data is available for this year.$18.1$17.6$0.46$10.5$10.6$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.8$17.4$1.44$10.4$9.92$0.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.0$15.7$1.33$8.35$8.72$0.37
2018Detailed filing. Detailed filing data is available for this year.$8.42$6.68$1.74$7.38$7.45$0.07
2017Detailed filing. Detailed filing data is available for this year.$8.40$6.39$2.01$7.94$9.65$1.70
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.13$4.60$3.54$6.46$7.82$1.36
2015Detailed filing. Detailed filing data is available for this year.$8.25$3.45$4.79$9.57$5.67$3.90
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$2.72$0.95$4.82$5.04$0.22
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$1.89$0.99$6.21$4.91$1.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$2.11$0.53$5.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.56$0.19$4.71
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00
Peer Organizations

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