Civic Intelligence

Wesley Community Services

990 • Fiscal year 2013 • EIN 31-1709022

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 17, 2014

Organization ProfileWWW.WESLEYCS.ORG

View Organization Page

2091 Radcliff Drive45204

(513) 661-2777

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.39x

Higher debt load relative to assets than 72% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

65th percentile

0.24x

Higher debt load relative to revenue than 65% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

45th percentile

1.0%

Higher net margin than 45% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

84th percentile

$141,274

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

80th percentile

17%

Faster asset growth than 80% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$3,045,178

Up $445,895 (+17%) from 2012

Net Assets

Up

$1,856,245

Up $48,205 (+2.7%) from 2012

Liabilities

Up

$1,188,933

Up $397,690 (+50%) from 2012

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin45th percentile

Revenue

$4,879,066

No earlier filing loaded for comparison.

Expenses

Up

$4,830,861

Up $660,924 (+16%) from 2012

Net Income

$48,205

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,061,672Liabilities 2010: $412,914Net Assets 2010: $1,648,7582010Assets 2011: $2,251,604Liabilities 2011: $460,961Net Assets 2011: $1,790,6432011Assets 2012: $2,599,283Liabilities 2012: $791,243Net Assets 2012: $1,808,0402012Assets 2013: $3,045,178Liabilities 2013: $1,188,933Net Assets 2013: $1,856,2452013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2013

Assets$3,045,178
Liabilities$1,188,933
Net Assets$1,856,245
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Expenses 2010: $3,262,2562010Expenses 2011: $3,575,9592011Expenses 2012: $4,169,9372012Revenue 2013: $4,879,066Expenses 2013: $4,830,861Net Income 2013: $48,2052013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014

Highlighted filing

2013

Revenue$4,879,066
Expenses$4,830,861
Net Income$48,205
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 17, 2014
Return Version
2013v3.0
Gross Receipts
$4,879,066
Mission and Program Overview

Mission

To provide services primarily to lower income elderly and special needs individuals including home delivered meals, homemaker services, medical transportation, and senior housing.

Provide in-home/transportation services to low income elderly and special needs individuals

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,125,940$1,158,374▲ $32,434
Accounts Receivable$497,141$413,850▼ $83,291
Savings and Temporary Cash Investments$287,294$403,403▲ $116,109
Inventories for Sale or Use$62,031$82,291▲ $20,260
Prepaid Expenses and Deferred Charges$64,783$57,204▼ $7,579
Total Assets$2,599,283$3,045,178▲ $445,895
Other Assets Total$562,094$930,056▲ $367,962
Liabilities
Other Liabilities$501,628$764,193▲ $262,565
Accounts Payable and Accrued Expenses$289,615$375,424▲ $85,809
Deferred Revenue-$49,316-
Total Liabilities$791,243$1,188,933▲ $397,690
Net Assets / Fund Balance
Unrestricted Net Assets$1,750,812$1,835,735▲ $84,923
Temporarily Rstr Net Assets$57,203$20,510▼ $36,693
Permanently Rstr Net Assets$25$0▼ $25
Total Net Assets Fund Balance$1,808,040$1,856,245▲ $48,205
Total Liabilities and Net Assets / Fund Balance$2,599,283$3,045,178▲ $445,895

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$904,657$629,754$1,534,411
Buildings$190,717$53,630$244,347
Land$63,000-$63,000
Other Assets Org$930,056--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen SmooklerExecutive DirectorFT$128,985$12,289$141,274
Stephanie TunisonChief Executive OfficerPT-$131,083$131,083
James G WaltherController - Part YearPT-$81,529$81,529
Glenn FlickController - Part YearPT-$3,071$3,071

Board Members and Trustees

NameTitle
Thomas KaylorChairperson
Robert SchillingPresident
Elise CowieTrustee
Joseph MaasTrustee
Michael BerryTrustee
Richard AdamsTrustee
Thomas LockwoodTrustee
Juanita AdamsTrustee - Part Year
Michael MillerTrustee - Part Year
Steven C Kehoe Cfp CluTrustee - Part Year
Lewis BuntonSecretary
David WarrenTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ellenbee LeggettFood Provider-$614,763
Speedway Superamerica LLCFuel Services-$131,626
Preferred Packaging SalesPackaging Services-$103,019
Revenue and Support

Revenue Composition

Contributions and Grants
$107,428
Program Service Revenue
$4,768,813
Investment Income
$750
Other Revenue
$2,075
All Other Contributions
$107,428
Change in Net Assets
$48,205
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,494,872
Other Expenses$2,335,989
Total Fundraising Expense$3,770
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,855,323$133,855-$1,989,178
Other Employee Benefits$173,073$22,268-$195,341
Depreciation Depletion$181,773--$181,773
Payroll Taxes$143,216$11,093-$154,309
Fees for Services Other$94,910$58,773-$153,683
Occupancy$146,047--$146,047
Current Officers, Directors, Trustees, and Key Employees$35,318$105,956-$141,274
Other Expenses$120,000$34,152$20$120,000
Insurance$100,010--$100,010
All Other Expenses$34,178$39,499-$73,677
Advertising$11,285$4,085$3,750$19,120
Pension Plan Contributions$14,542$228-$14,770
Fees for Services Legal-$12,857-$12,857
Conferences and Meetings$1,188$867-$2,055
Total Functional Expenses$4,402,276$424,815$3,770$4,830,861
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Parties$764,193
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Wesley services organization is the sole member. Wesley community services and wesley services organization share the same board of trustees.”

Form 990, Part VI, Section A, Line 7A

“Wesley services organization appoints the board of wesley community services.”

Form 990, Part VI, Section A, Line 7B

“Decisions of the governing body are subject to approval by wso as the sole member.”

Form 990, Part VI, Section B, Line 11

“The cfo and audit and investment committee review the 990 prior to board presentation and filing.”

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

“The conflict of interest policy is reviewed and discussed annually at a board meeting and all potential conflicts are disclosed, if any. Any board member having a possible conflict of interest regarding a matter before the board shall not vote or use his/her personal influence on the matter.”

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

“The executive director's performance and compensation are reviewed annually by wesley community services' board chairman, board secretary, and board chief executive officer. They review compensation against industry benchmarks, including reports from united way and other leading non-profit authorities for the cincinnati area.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and form 990 available to the public upon request.”

Filing and Contact Details

Filer

EIN
31-1709022
Phone
5136612777

Signing Officer

Name
Stephanie Tunison
Title
Chief Executive Officer
Phone
5136612777
Signed
2014-07-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Tunison
Formed
1997
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
182
Volunteers
256

Preparer

Preparer
Jane E Pfeifer
Phone
5132413111
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“The finance committee of the board of trustees also acts as the audit committee. This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Wesley services organization, lincoln crawford and wesley community services are tax-exempt organizations as described in section 501(c)(3) of the internal revenue code. The organizations are exempt from federal income taxes on related income pursuant to section 501(a) of the code. In addition, the organizations have been classified as organizations other than private foundations under section 509(a)(2) of the internal revenue code. The organization has adopted the provisions of fasb asc 740-10-25, which requires that a tax position be recognized or derecognized based on a "more likely than not" threshold. This applies to positions taken or expected to be taken in a tax return. The organization does not believe its financial statements include any uncertain tax positions. The organization's income tax filings are subject to audit by various taxing authorities. The open audit periods are 2010-2012. The organization's policy with regard to interest and penalties is to recognize interest through interest expense and penalties through other expense. In evaluating the organization's tax provisions and accruals, future taxable income, and the reversal of temporary differences, interpretations and tax planning strategies are considered. The organization believes their estimates are appropriate based on current facts and circumstances.”

Raw XML AppendixShowing 400 of 606 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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IRS990/ActivityOrMissionDesc0PROVIDE IN-HOME/TRANSPORTATION SERVICES TO LOW INCOME ELDERLY AND SPECIAL NEEDS INDIVIDUALS
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IRS990/Desc0WCS RECEIVED A PROVIDER CONTRACT WITH THE COUNCIL ON AGING OF SOUTHWESTERN OHIO TO BE A PROVIDER FOR MEALS AND HOME CARE IN HAMILTON COUNTY AS THE ONLY PROVIDER OF THERAPEUTIC MEALS IN HAMILTON COUNTY. WESLEY COMMUNITY SERVICES CONTINUED ITS MISSION OF SERVICE TO SENIORS AND DISABLED PERSONS IN 2013 BY PROVIDING HOME-DELIVERED MEALS, TRANSPORTATION AND HOME CARE SERVICES FOR CLIENTS THROUGHOUT CINCINNATI, OHIO AND SURROUNDING COUNTIES. FOR THE HOME-DELIVERED MEALS PROGRAM, 465,000 MEALS WERE SERVED THROUGHOUT THE YEAR. ADDITIONALLY, 30,611 TRANSPORTS FOR SENIORS AND DISABLED CLIENTS WERE COMPLETED DURING 2013. THESE TRIPS PROVIDED THE MEANS FOR MANY OF THEM TO GET TO AND FROM WORK LOCATIONS, MEDICAL APPOINTMENTS AND SCHOOL. IN ADDITION, 29,326 HOURS OF HOME MAKING AND PERSONAL CARE WERE PROVIDED TO SENIORS WHICH HELPED WITH THEIR DAILY CHORES, HOUSEHOLD CLEANING, AND PERSONAL CARE. WESLEY ALSO PROVIDES TRANSPORTATION FOR INDIVIDUALS WITH DISABILITIES TO WORK SITES. APPROXIMATELY 38 INDIVIDUALS WERE TRANSPORTED WEEKLY.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14CONTROLLER - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CONTROLLER - PART YEAR
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IRS990/OperateHospitalInd00
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IRS990/OtherExpensesGrp/Desc2SUPPLIES & MAINTENANCE
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01182
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt134152
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IRS990/OtherExpensesGrp/ProgramServicesAmt1425006
IRS990/OtherExpensesGrp/ProgramServicesAmt2170887
IRS990/OtherExpensesGrp/ProgramServicesAmt3120000
IRS990/OtherExpensesGrp/TotalAmt0895520
IRS990/OtherExpensesGrp/TotalAmt1426188
IRS990/OtherExpensesGrp/TotalAmt2205059
IRS990/OtherExpensesGrp/TotalAmt3120000
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IRS990/PayrollTaxesGrp/ProgramServicesAmt0143216
IRS990/PayrollTaxesGrp/TotalAmt0154309
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt014542
IRS990/PensionPlanContributionsGrp/TotalAmt014770
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt057204
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt050000
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0211598
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0327620
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01093813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04768813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03917394
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03544663
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03255684
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02985638
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02075
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01221
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt024328

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,045,178
Liabilities
$1,188,933
Net assets
$1,856,245
Revenue
$4,879,066
Expenses
$4,830,861
Net income
$48,205
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$3.05$1.19$1.86$4.88$4.83$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$0.79$1.81$4.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.46$1.79$3.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.41$1.65$3.26
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1M-$5M nonprofits