Civic Intelligence

Methodist Retirement Homes of Kentucky Inc.

990 • Fiscal year 2024 • EIN 31-1045332

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 30, 2025

5012 East Manslick RoadLouisville, KY 40219

(502) 969-3277

Siviq Scores

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

Liabilities / Assets

71st percentile

0.24x

Higher debt load relative to assets than 71% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.96x

Higher debt load relative to revenue than 88% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

82nd percentile

33%

Higher net margin than 82% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

89th percentile

$192,456

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 61.3% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

22%

Faster revenue growth than 68% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,259,855

Up $203,672 (+19%) from 2023

Net Assets

Up

$957,379

Up $168,112 (+21%) from 2023

Liabilities

Up

$302,476

Up $35,560 (+13%) from 2023

Revenue

Up

$314,064

Up $57,403 (+22%) from 2023

Expenses

Up

$211,199

Up $86,036 (+69%) from 2023

Net Income

Down

$102,865

Down $28,633 (-22%) from 2023

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $569,064Liabilities 2011: $340,606Net Assets 2011: $228,4582011Assets 2012: $465,780Liabilities 2012: $246,720Net Assets 2012: $219,0602012Assets 2013: $578,025Liabilities 2013: $321,993Net Assets 2013: $256,0322013Assets 2014: $720,868Liabilities 2014: $455,062Net Assets 2014: $265,8062014Assets 2015: $614,675Liabilities 2015: $295,644Net Assets 2015: $319,0312015Assets 2016: $618,714Liabilities 2016: $65,090Net Assets 2016: $553,6242016Assets 2017: $764,966Liabilities 2017: $127,546Net Assets 2017: $637,4202017Assets 2018: $988,326Liabilities 2018: $95,044Net Assets 2018: $893,2822018Assets 2019: $790,376Liabilities 2019: $6,468Net Assets 2019: $783,9082019Assets 2020: $718,826Liabilities 2020: $10,432Net Assets 2020: $708,3942020Assets 2021: $1,079,157Liabilities 2021: $310,376Net Assets 2021: $768,7812021Assets 2022: $965,958Liabilities 2022: $354,585Net Assets 2022: $611,3732022Assets 2023: $1,056,183Liabilities 2023: $266,916Net Assets 2023: $789,2672023Assets 2024: $1,259,855Liabilities 2024: $302,476Net Assets 2024: $957,3792024Assets 2025: $1,488,874Liabilities 2025: $491,992Net Assets 2025: $996,8822025

Highlighted filing

2024

Assets$1,259,855
Liabilities$302,476
Net Assets$957,379

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $392,4882011Expenses 2012: $415,6232012Expenses 2013: $345,2792013Revenue 2014: $409,211Expenses 2014: $439,433Net Income 2014: -$30,2222014Revenue 2015: $409,250Expenses 2015: $368,227Net Income 2015: $41,0232015Revenue 2016: $544,935Expenses 2016: $298,111Net Income 2016: $246,8242016Revenue 2017: $343,635Expenses 2017: $293,488Net Income 2017: $50,1472017Revenue 2018: $584,671Expenses 2018: $348,653Net Income 2018: $236,0182018Revenue 2019: $256,194Expenses 2019: $405,009Net Income 2019: -$148,8152019Revenue 2020: $241,809Expenses 2020: $329,593Net Income 2020: -$87,7842020Revenue 2021: $283,941Expenses 2021: $348,245Net Income 2021: -$64,3042021Revenue 2022: $312,467Expenses 2022: $370,294Net Income 2022: -$57,8272022Revenue 2023: $256,661Expenses 2023: $125,163Net Income 2023: $131,4982023Revenue 2024: $314,064Expenses 2024: $211,199Net Income 2024: $102,8652024Revenue 2025: $188,879Expenses 2025: $209,829Net Income 2025: -$20,9502025

Highlighted filing

2024

Revenue$314,064
Expenses$211,199
Net Income$102,865
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 30, 2025
Return Version
2023v6.0
Gross Receipts
$321,252
Mission and Program Overview

Mission

To support wesley manor retirement community, inc. Wesley manor retirement commuity, inc. Is a full continuum of care retirement community. Wesley manor retirement community, inc.'s mission is to serve its residents and families with a dedicated and professional staff in a nuturing christian environment.

To seek charitable support for wesley manor retirement community, inc. (a charitable not-for-profit corporation)

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$557,078$631,521▲ $74,443
Accounts Receivable$270,274$268,185▼ $2,089
Cash and Non-Interest-Bearing Accounts$172,751$167,119▼ $5,632
Pledges and Grants Receivable$25,921$50,000▲ $24,079
Land, Buildings, and Equipment, Net$6,378$6,378→ $0
Prepaid Expenses and Deferred Charges$4,184--
Total Assets$1,056,183$1,259,855▲ $203,672
Other Assets Total$19,597$136,652▲ $117,055
Liabilities
Accounts Payable and Accrued Expenses$266,916$302,476▲ $35,560
Total Liabilities$266,916$302,476▲ $35,560
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$640,277$691,788▲ $51,511
Net Assets With Donor Restrictions$148,990$265,591▲ $116,601
Total Net Assets Fund Balance$789,267$957,379▲ $168,112
Total Liabilities and Net Assets / Fund Balance$1,056,183$1,259,855▲ $203,672

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,378$40,122$46,500
Other Assets Org$136,652--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$544,287-▲ $75,300-$616,524
2022$491,011-▲ $56,572-$544,287
2021$569,775-▼ $74,490-$491,011
2020$454,763-▲ $118,762-$569,775
2019$434,393-▲ $23,677-$454,763
Compensation and Service Providers

Employees

NameTitleOtherTotal
Mark StephensAssistant Treasurer$135,464$135,464

Board Members and Trustees

NameTitle
Craig ReynoldsChairperson
Raymond DickisonPresident
Allen SchuhmannBoard Member
Andy StrausbaughBoard Member
Billy Hopkins IvBoard Member
Carol PowellBoard Member
Eric HardenBoard Member
John L Conrad IiiBoard Member
Ken CurryBoard Member
Pamela StephensBoard Member
Russell WardlawBoard Member
Sarah McintoshBoard Member
Steve JonesBoard Member
Tom SmithBoard Member
Linda KingSecretary
Jim BarnettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$302,312
Program Service Revenue
$0
Investment Income
$12,362
Other Revenue
$-610
All Other Contributions
$279,176
Change in Net Assets
$102,865

Audited Revenue Reconciliation

Revenue per Audited Statements
$318,095
Revenue Not Reported on Financial Statements
$-4,031
Revenue Not Reported on Form 990
$65,247
Other Revenue Adjustments
$-7,188
Total Revenue per Audited Statements
$383,342
Total Revenue per Form 990
$314,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$132,765
Other Expenses$78,434
Total Fundraising Expense$78,434
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$132,765--$132,765
Fees for Services Other--$59,968$59,968
Office Expenses--$5,814$5,814
Fees for Services Accounting--$5,496$5,496
Other Expenses--$3,999$3,999
Fees for Service Investment Mgmnt Fees--$3,157$3,157
Total Functional Expenses$132,765$0$78,434$211,199

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$215,230
Total Expenses per Form 990$211,199
Expenses per Audited Statements$208,042
Expenses Not Reported on Form 990$7,188
Expenses Not Reported on Financial Statements$3,157
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wesley Manor Retirement CommunityLouisville, KY501(c)(3)Financial Assistance for Indigent or Financially Needy Residents.$132,765
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$7,188
Fundraising Gross Income$6,578
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$29,714$6,578$610$5,968
Total Events$29,714$6,578$7,188$-610
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
Audit committee
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Russell wardlaw is the father-in-law to eric hardin

Form 990, Part VI, Section B, Line 11B

The form 990 is reviewed and approved by the ceo and cfo prior to submission.

Form 990, Part VI, Section B, Line 12C

Members of the board of directors must complete and sign a conflict of interest disclosure statement annually at the beginning of the fiscal year.

Form 990, Part VI, Section B, Line 15A

1. The compensation of the person is reviewed and approved by the board of directors of the organization provided that persons with conflicts of interest with respect to the compensation arrangement at issue are not involved in the review and approval. 2. The compensation of the person is reviewed and approved using data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. 3. There is contemporaneous documentation and recordkeeping with respect to the deliberations and decisions regarding the compensation arrangement.

Form 990, Part VI, Section C, Line 18

The corporation makes is form 990 available upon request.

Form 990, Part VI, Section C, Line 19

The corporation does not make its governing documents, conflict of interest policy or financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
Methodist Retirement Homes
EIN
31-1045332
Phone
5029693277
Address
5012 EAST MANSLICK ROAD, LOUISVILLE, KY 40219

Signing Officer

Name
Raymond Dickison
Title
President
Phone
5029693277
Signed
2025-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Raymond Dickison
Formed
1982
Legal Domicile
Ky
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
50

Preparer

Firm
Deming Malone Livesay & Ostroff Psc
Address
9300 SHELBYVILLE ROAD SUITE 1100, LOUISVILLE, KY 40222-5187
Preparer
Sarah K Antle
Phone
5024269660
Supplemental Narrative

Additional Explanations

FORM 990, PART V, LINE 2A AND 2B:

The corporation's employees are reported on the payroll of wesley manor retirement community, inc. Thus, no w-3 or payroll tax returns were filed in the corporation's name.

Form 990, Part IX, Line 11G

Other professional fees: program service expenses 0. Management and general expenses 0. Fundraising expenses 59,968. Total expenses 59,968.

FORM 990, PART XI, LICE 2C:

The ceo and cfo reveiw a draft of the audit report in detail. After the draft report has been approved by the ceo and cfo, the final audit is presented to the full board of directors.

Financial Statement Notes

PART V, LINE 4:

The endowment fund is to support the indigent residents of wesley manor retirement community, inc.

PART X, LINE 2:

The corporation is exempt from federal, state and local income taxes as a not-for profit corporation as described under internal revenue code section 501(c)(3). The corporation files an informational tax return in the u.s. Federal jurisdiction and with the kentucky office of the attorney general. However, income from certain activities not directly related to the corporation's tax-exempt purpose may be subject to taxation as unrelated business income. Management does not believe that the corporation has unrealted business income for the years ended june 30, 2024 and 2023. As of june 30, 2024 and 2023, the corporations did not have any accrued interest or penalties related to income tax liabilities, and no interest or penalties have been charged to operations for the years then ended.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Special event expenses -7,188.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special event expenses 7,188.

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IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt023136
IRS990/FundraisingDirectExpensesAmt07188
IRS990/FundraisingGrossIncomeAmt06578
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0132765
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0132765
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0132765
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0321252
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt012362
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012362
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0557078
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0631521
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt040122
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06378
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06378
IRS990/LandBldgEquipCostOrOtherBssAmt046500
IRS990/LegalDomicileStateCd0KY
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT WESLEY MANOR RETIREMENT COMMUNITY, INC. WESLEY MANOR RETIREMENT COMMUITY, INC. IS A FULL CONTINUUM OF CARE RETIREMENT COMMUNITY. WESLEY MANOR RETIREMENT COMMUNITY, INC.'S MISSION IS TO SERVE ITS RESIDENTS AND FAMILIES WITH A DEDICATED AND PROFESSIONAL STAFF IN A NUTURING CHRISTIAN ENVIRONMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0789267
IRS990/NetAssetsOrFundBalancesEOYAmt0957379
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-610
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-610
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt065247
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0640277
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0691788
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt05814
IRS990/OfficeExpensesGrp/TotalAmt05814
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt019597
IRS990/OtherAssetsTotalGrp/EOYAmt0136652
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER
IRS990/OtherExpensesGrp/FundraisingAmt03999
IRS990/OtherExpensesGrp/TotalAmt03999
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt025921
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt050000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04184
IRS990/PrincipalOfficerNm0RAYMOND DICKISON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0235145
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt083628
IRS990/PYInvestmentIncomeAmt021516
IRS990/PYOtherExpensesAmt024786
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0131498
IRS990/PYSalariesCompEmpBnftPaidAmt016749
IRS990/PYTotalExpensesAmt0125163
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0256661
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0102865
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0610561689
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0132765
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WESLEY MANOR RETIREMENT COMMUNITY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0132765
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.88169
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0-3063
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0544287
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0616524
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt075300
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0-3296
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0491011
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0544287
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt056572
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0-4274
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0569775
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0491011
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-74490
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0-3750
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0454763
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0569775
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0118762
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0-3307
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0434393
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0454763
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023677
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt06378
IRS990ScheduleD/EquipmentGrp/DepreciationAmt040122
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt046500
IRS990ScheduleD/ExpensesNotReportedAmt07188
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03157
IRS990ScheduleD/ExpensesSubtotalAmt0208042
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03157
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03157
IRS990ScheduleD/NetUnrealizedGainsInvstAmt065247
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0136652
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS
IRS990ScheduleD/OtherExpensesIncludedAmt07188
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-7188
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.04055
IRS990ScheduleD/RevenueNotReportedAmt065247
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-4031
IRS990ScheduleD/RevenueSubtotalAmt0318095
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND IS TO SUPPORT THE INDIGENT RESIDENTS OF WESLEY MANOR RETIREMENT COMMUNITY, INC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE CORPORATION IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES AS A NOT-FOR PROFIT CORPORATION AS DESCRIBED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE CORPORATION FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE KENTUCKY OFFICE OF THE ATTORNEY GENERAL. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE CORPORATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. MANAGEMENT DOES NOT BELIEVE THAT THE CORPORATION HAS UNREALTED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2024 AND 2023. AS OF JUNE 30, 2024 AND 2023, THE CORPORATIONS DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SPECIAL EVENT EXPENSES -7,188.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3SPECIAL EVENT EXPENSES 7,188.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.07776
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06378
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0136652
IRS990ScheduleD/TotalExpensesPerForm990Amt0211199
IRS990ScheduleD/TotalRevenuePerForm990Amt0314064
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0383342
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0215230
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt023136
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt023136
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07188

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.49$0.49$1.00$0.19$0.21$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.30$0.96$0.31$0.21$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.27$0.79$0.26$0.13$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.35$0.61$0.31$0.37$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.31$0.77$0.28$0.35$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.01$0.71$0.24$0.33$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.01$0.78$0.26$0.41$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.10$0.89$0.58$0.35$0.24
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.13$0.64$0.34$0.29$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.07$0.55$0.54$0.30$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.30$0.32$0.41$0.37$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.46$0.27$0.41$0.44$0.03
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.32$0.26$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.25$0.22$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.34$0.23$0.39
Peer Organizations

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