Civic Intelligence

Wesley Willows a Methodist Retirement Home

990 • Fiscal year 2014 • EIN 36-2540488

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 23, 2014

Organization Profilewww.wesleywillows.org

View Organization Page

4141 N Rockton Avenue61103

(815) 316-1500

Siviq Scores

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

Liabilities / Assets

38th percentile

0.16x

Higher debt load relative to assets than 38% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

65th percentile

0.59x

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

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

88th percentile

41%

Higher net margin than 88% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

59th percentile

$280,144

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$32,236,788

Up $3,300,351 (+11%) from 2013

Net Assets

Up

$27,031,681

Up $3,577,857 (+15%) from 2013

Liabilities

Down

$5,205,107

Down $277,506 (-5.1%) from 2013

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin88th percentile

Revenue

$8,869,046

No earlier filing loaded for comparison.

Expenses

Up

$5,193,413

Up $125,134 (+2.5%) from 2013

Net Income

$3,675,633

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$60M$40M$20M$0Assets 2011: $25,998,971Liabilities 2011: $5,168,327Net Assets 2011: $20,830,6442011Assets 2012: $26,174,725Liabilities 2012: $5,018,946Net Assets 2012: $21,155,7792012Assets 2013: $28,936,437Liabilities 2013: $5,482,613Net Assets 2013: $23,453,8242013Assets 2014: $32,236,788Liabilities 2014: $5,205,107Net Assets 2014: $27,031,6812014Assets 2015: $33,129,511Liabilities 2015: $5,116,633Net Assets 2015: $28,012,8782015Assets 2016: $32,570,259Liabilities 2016: $3,975,887Net Assets 2016: $28,594,3722016Assets 2017: $35,200,290Liabilities 2017: $4,348,099Net Assets 2017: $30,852,1912017Assets 2018: $38,077,518Liabilities 2018: $4,781,812Net Assets 2018: $33,295,7062018Assets 2019: $41,000,640Liabilities 2019: $4,640,331Net Assets 2019: $36,360,3092019Assets 2020: $44,084,264Liabilities 2020: $6,813,811Net Assets 2020: $37,270,4532020Assets 2021: $49,225,072Liabilities 2021: $3,884,459Net Assets 2021: $45,340,6132021Assets 2022: $42,480,873Liabilities 2022: $3,387,108Net Assets 2022: $39,093,7652022Assets 2023: $42,815,501Liabilities 2023: $2,308,871Net Assets 2023: $40,506,6302023Assets 2024: $47,058,832Liabilities 2024: $2,071,470Net Assets 2024: $44,987,3622024

Highlighted filing

2014

Assets$32,236,788
Liabilities$5,205,107
Net Assets$27,031,681
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2011: $4,948,7982011Expenses 2012: $4,779,1342012Expenses 2013: $5,068,2792013Revenue 2014: $8,869,046Expenses 2014: $5,193,413Net Income 2014: $3,675,6332014Revenue 2015: $7,035,462Expenses 2015: $5,395,161Net Income 2015: $1,640,3012015Revenue 2016: $6,563,217Expenses 2016: $5,307,057Net Income 2016: $1,256,1602016Revenue 2017: $6,596,674Expenses 2017: $5,542,810Net Income 2017: $1,053,8642017Revenue 2018: $7,580,618Expenses 2018: $5,916,072Net Income 2018: $1,664,5462018Revenue 2019: $6,976,774Expenses 2019: $6,223,855Net Income 2019: $752,9192019Revenue 2020: $7,277,815Expenses 2020: $6,264,327Net Income 2020: $1,013,4882020Revenue 2021: $7,497,166Expenses 2021: $5,979,017Net Income 2021: $1,518,1492021Revenue 2022: $6,663,074Expenses 2022: $5,972,722Net Income 2022: $690,3522022Revenue 2023: $6,224,034Expenses 2023: $6,606,193Net Income 2023: -$382,1592023Revenue 2024: $9,067,553Expenses 2024: $7,194,039Net Income 2024: $1,873,5142024

Highlighted filing

2014

Revenue$8,869,046
Expenses$5,193,413
Net Income$3,675,633
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 23, 2014
Return Version
2013v3.0
Gross Receipts
$8,883,533
Mission and Program Overview

Mission

Wesley Willows' mission statement is "We promote active, secure lifestyles for seniors through ongoing personalized care". Wesley Willows' cause statement is "Inspiring seniors to celebrate life".

Wesley Willows provides housing and services for senior citizens with a policy to maintain residents that become unable to pay. Wesley Willows' stated purposes include promoting christian principles for the development and improvement of persons of retirement age, and inspiring seniors to celebrate life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$19,114,014$18,979,814▼ $134,200
Land, Buildings, and Equipment, Net$7,407,202$6,991,197▼ $416,005
Other Notes and Loans Receivable, Net$0$4,850,000▲ $4,850,000
Savings and Temporary Cash Investments$1,925,580$977,995▼ $947,585
Pledges and Grants Receivable$299,564$236,438▼ $63,126
Accounts Receivable$133,809$143,461▲ $9,652
Prepaid Expenses and Deferred Charges$44,093$44,093→ $0
Inventories for Sale or Use$10,875$12,490▲ $1,615
Cash and Non-Interest-Bearing Accounts$1,300$1,300→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$28,936,437$32,236,788▲ $3,300,351
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$3,088,227$2,935,868▼ $152,359
Accounts Payable and Accrued Expenses$2,394,386$2,269,239▼ $125,147
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$5,482,613$5,205,107▼ $277,506
Net Assets / Fund Balance
Unrestricted Net Assets$20,587,924$24,093,019▲ $3,505,095
Permanently Rstr Net Assets$2,611,117$2,651,916▲ $40,799
Temporarily Rstr Net Assets$254,783$286,746▲ $31,963
Total Net Assets Fund Balance$23,453,824$27,031,681▲ $3,577,857
Total Liabilities and Net Assets / Fund Balance$28,936,437$32,236,788▲ $3,300,351

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,472,043$6,001,324$9,473,367
Land$3,153,983-$3,153,983
Equipment$365,171$357,889$723,060
Other Land Buildings$0$0$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$6,666,542$584,001▲ $978,264$322,348$7,906,459
2012$5,881,561$580,311▲ $559,754$355,084$6,666,542
2011$5,987,985$583,512▼ $32,790$657,146$5,881,561
2010$5,069,621$364,617▲ $995,370$441,623$5,987,985
2009$4,388,777$603,004▲ $657,569$579,729$5,069,621
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William PrattPresident CEOFT$202,600$77,544$280,144
Mark TicknorTreasurerFT$111,568$41,584$153,152
Debra AdkinsAdministratorFT$126,959$19,641$146,600

Board Members and Trustees

NameTitle
Michael GannChairman
David SchmittVice Chairman
Anne HammesBoard Member
Erin CalkinsBoard Member
Joe ClintonBoard Member
John ShockeyBoard Member
Linda ChangBoard Member
Lori DiazBoard Member
Mark McClenathanBoard Member
Michael DavisBoard Member
Monica GlennyBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$509,827
Program Service Revenue
$5,203,153
Investment Income
$2,714,429
Other Revenue
$441,637
All Other Contributions
$468,949
Change in Net Assets
$3,675,633
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,715,675
Other Expenses$2,477,738
Total Fundraising Expense$164,403
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,777,432--$1,777,432
Depreciation Depletion$773,891--$773,891
Current Officers, Directors, Trustees, and Key Employees$0$479,203-$479,203
Other Expenses$248,440$1,403$164,403$414,246
Occupancy$244,127$62,345-$306,472
Other Employee Benefits$295,050--$295,050
Fees for Services Other$151,861$1,302-$153,163
Payroll Taxes$129,408--$129,408
Advertising$63,505--$63,505
Interest$49,370--$49,370
Office Expenses$23,436$19,847-$43,283
Pension Plan Contributions$34,582--$34,582
Insurance-$27,100-$27,100
Information Technology-$18,074-$18,074
Fees for Services Accounting-$8,987-$8,987
Travel$905$2,608-$3,513
Fees for Services Legal-$3,376-$3,376
Total Functional Expenses$4,404,765$624,245$164,403$5,193,413
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,487
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$73,228$0$6,487$-6,487
Total Events$73,228$0$14,487$-14,487
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The Treasurer prepares the Form 990 from the combined audited financial reports, and copies of Form 990 is made available to all board members before filing. The Treasurer makes a presentation of the return to the finance committee and it is offered to members of the full board before filing.”

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

“All board members, executives and key employees are given a copy of the conflict of interest policy each year. Each member completes the conflict of interest annual statement. The completed statements are reviewed and if a conflict is identified, all identified parties are informed.”

Form 990, Part VI, Section B, Line 15

“Compensatin for executives is governed by the Board of Trustees. The Board has established a standing Executive Compensation Committee comprised of members of the Executive Committee, who review executive compensation annually. Upon request, an independent external compensation firm provides consulting on salary ranges and compensation philosophy.”

Form 990, Part VI, Section C, Line 19

“Policies are available upon request and changes are distributed at annual board meetings, but generally not accessable to the general public. Governing documents are available by request from the President/CEO. Audited financial reports are available by request from the Treasurer.”

Filing and Contact Details

Filer

EIN
36-2540488
Phone
8153161500

Signing Officer

Name
Mark Ticknor
Title
Treasurer
Phone
8153161518
Signed
2014-09-23

Organization Details

Principal Officer
William Pratt
Formed
1962
Legal Domicile
Il
Voting Board Members
11
Independent Board Members
11
Employees
236
Volunteers
375
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in restricted net assets”

Financial Statement Notes

Schedule D, Part V, Line 4

“Wesley Willows endowment funds are used for the following purposes: To provide for those residents who no longer have assets to provide for themselves; to provide funds for perpetual renovations of buildings; and to provide funds to support the chaplaincy program.”

Raw XML AppendixShowing 400 of 843 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02394386
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02269239
IRS990/AccountsReceivableGrp/BOYAmt0133809
IRS990/AccountsReceivableGrp/EOYAmt0143461
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Wesley Willows provides housing and services for senior citizens with a policy to maintain residents that become unable to pay. Wesley Willows' stated purposes include promoting christian principles for the development and improvement of persons of retirement age, and inspiring seniors to celebrate life.
IRS990/AdvertisingGrp/ProgramServicesAmt063505
IRS990/AdvertisingGrp/TotalAmt063505
IRS990/AllOtherContributionsAmt0468949
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0Mark Ticknor
IRS990/BooksInCareOfDetail/PhoneNum08153161518
IRS990/BooksInCareOfDetail/USAddress/AddressLine104141 N Rockton Avenue
IRS990/BooksInCareOfDetail/USAddress/City0Rockford
IRS990/BooksInCareOfDetail/USAddress/State0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCode061103
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01300
IRS990/CashNonInterestBearingGrp/EOYAmt01300
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0479203
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0479203
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0509827
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02714429
IRS990/CYOtherExpensesAmt02477738
IRS990/CYOtherRevenueAmt0441637
IRS990/CYProgramServiceRevenueAmt05203153
IRS990/CYRevenuesLessExpensesAmt03675633
IRS990/CYSalariesCompEmpBnftPaidAmt02715675
IRS990/CYTotalExpensesAmt05193413
IRS990/CYTotalFundraisingExpenseAmt0164403
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt08869046
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt03088227
IRS990/DeferredRevenueGrp/EOYAmt02935868
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0773891
IRS990/DepreciationDepletionGrp/TotalAmt0773891
IRS990/Desc0Wesley Willows provides housing an related services for approximately 150 senior citizens with a policy to maintain residents that becomes unable to pay. Related services include laundry, housekeeping, meals, nursing, programming activities, transportation and chaplaincy. Wesley Willows' purpose is to promote christian principles for the intellectual, moral, spiritual and physical development and improvement of persons of retirement age, including the promotion of harmony, health and happiness of such persons in accordance with Wesley Willows' mission statement: "We promote active, secure lifestyles for seniors through ongoing personalized care"; and cause statement: "Inspiring seniors to celebrate life".
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0236
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt04404765
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08987
IRS990/FeesForServicesAccountingGrp/TotalAmt08987
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03376
IRS990/FeesForServicesLegalGrp/TotalAmt03376
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01302
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0151861
IRS990/FeesForServicesOtherGrp/TotalAmt0153163
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt82
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt101
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1150789
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1230263
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1319641
IRS990/Form990PartVIISectionAGrp/PersonNm0Erin Calkins
IRS990/Form990PartVIISectionAGrp/PersonNm1Linda Chang
IRS990/Form990PartVIISectionAGrp/PersonNm2Joe Clinton
IRS990/Form990PartVIISectionAGrp/PersonNm3Michael Davis
IRS990/Form990PartVIISectionAGrp/PersonNm4Lori Diaz
IRS990/Form990PartVIISectionAGrp/PersonNm5Michael Gann
IRS990/Form990PartVIISectionAGrp/PersonNm6Monica Glenny
IRS990/Form990PartVIISectionAGrp/PersonNm7Anne Hammes
IRS990/Form990PartVIISectionAGrp/PersonNm8Mark McClenathan
IRS990/Form990PartVIISectionAGrp/PersonNm9David Schmitt
IRS990/Form990PartVIISectionAGrp/PersonNm10John Shockey
IRS990/Form990PartVIISectionAGrp/PersonNm11William Pratt
IRS990/Form990PartVIISectionAGrp/PersonNm12Mark Ticknor
IRS990/Form990PartVIISectionAGrp/PersonNm13Debra Adkins
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11229355
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12122889
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13126959
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11President CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt13Administrator
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt073228
IRS990/FundraisingDirectExpensesAmt014487
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt02245597
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02245597
IRS990/GrossReceiptsAmt08883533
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt018074
IRS990/InformationTechnologyGrp/TotalAmt018074
IRS990/InsuranceGrp/ManagementAndGeneralAmt027100
IRS990/InsuranceGrp/TotalAmt027100
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt049370
IRS990/InterestGrp/TotalAmt049370
IRS990/InventoriesForSaleOrUseGrp/BOYAmt010875
IRS990/InventoriesForSaleOrUseGrp/EOYAmt012490
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0468832
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0468832
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt019114014
IRS990/InvestmentsPubTradedSecGrp/EOYAmt018979814
IRS990/IRPDocumentCnt0302
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06359213
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07407202
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06991197
IRS990/LandBldgEquipCostOrOtherBssAmt013350410
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0Wesley Willows' mission statement is "We promote active, secure lifestyles for seniors through ongoing personalized care". Wesley Willows' cause statement is "Inspiring seniors to celebrate life".
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt023453824
IRS990/NetAssetsOrFundBalancesEOYAmt027031681
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02245597
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02245597
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-14487
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-14487
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-171832
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt062345
IRS990/OccupancyGrp/ProgramServicesAmt0244127
IRS990/OccupancyGrp/TotalAmt0306472
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019847
IRS990/OfficeExpensesGrp/ProgramServicesAmt023436
IRS990/OfficeExpensesGrp/TotalAmt043283
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt074056
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0295050
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0295050
IRS990/OtherExpensesGrp/Desc0Housekeeping & laundry supplies
IRS990/OtherExpensesGrp/Desc1Food service costs
IRS990/OtherExpensesGrp/Desc2Maintenance supplies
IRS990/OtherExpensesGrp/Desc3Fund Development and miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt3164403
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31403
IRS990/OtherExpensesGrp/ProgramServicesAmt040460
IRS990/OtherExpensesGrp/ProgramServicesAmt1508669
IRS990/OtherExpensesGrp/ProgramServicesAmt263629
IRS990/OtherExpensesGrp/ProgramServicesAmt3248440
IRS990/OtherExpensesGrp/TotalAmt040460
IRS990/OtherExpensesGrp/TotalAmt1508669
IRS990/OtherExpensesGrp/TotalAmt263629
IRS990/OtherExpensesGrp/TotalAmt3414246
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/BusinessCd1623000
IRS990/OtherRevenueMiscGrp/BusinessCd2623000
IRS990/OtherRevenueMiscGrp/Desc0Amortization of entrance fees
IRS990/OtherRevenueMiscGrp/Desc1Interest income from note with related party
IRS990/OtherRevenueMiscGrp/Desc2Management Fees for services provided related party
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0360869
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt142625
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt252630
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0360869
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt142625
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt252630
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt0456124
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01777432
IRS990/OtherSalariesAndWagesGrp/TotalAmt01777432
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt04850000
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0129408
IRS990/PayrollTaxesGrp/TotalAmt0129408
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt034582
IRS990/PensionPlanContributionsGrp/TotalAmt034582
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02611117
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02651916
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0299564
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0236438
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt044093
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt044093
IRS990/PrincipalOfficerNm0William Pratt
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0Net resident services
IRS990/ProgramServiceRevenueGrp/Desc1Other operating revenue
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05038157
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1164996
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05038157
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1164996
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt037332
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01279964
IRS990/PYOtherExpensesAmt02612709
IRS990/PYOtherRevenueAmt0266770
IRS990/PYProgramServiceRevenueAmt05077827
IRS990/PYRevenuesLessExpensesAmt01593614
IRS990/PYSalariesCompEmpBnftPaidAmt02455570

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,236,788
Liabilities
$5,205,107
Net assets
$27,031,681
Revenue
$8,869,046
Expenses
$5,193,413
Net income
$3,675,633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.1$2.07$45.0$9.07$7.19$1.87
2023Detailed filing. Detailed filing data is available for this year.$42.8$2.31$40.5$6.22$6.61$0.38
2022Detailed filing. Detailed filing data is available for this year.$42.5$3.39$39.1$6.66$5.97$0.69
2021Detailed filing. Detailed filing data is available for this year.$49.2$3.88$45.3$7.50$5.98$1.52
2020Detailed filing. Detailed filing data is available for this year.$44.1$6.81$37.3$7.28$6.26$1.01
2019Detailed filing. Detailed filing data is available for this year.$41.0$4.64$36.4$6.98$6.22$0.75
2018Detailed filing. Detailed filing data is available for this year.$38.1$4.78$33.3$7.58$5.92$1.66
2017Detailed filing. Detailed filing data is available for this year.$35.2$4.35$30.9$6.60$5.54$1.05
2016Detailed filing. Detailed filing data is available for this year.$32.6$3.98$28.6$6.56$5.31$1.26
2015Detailed filing. Detailed filing data is available for this year.$33.1$5.12$28.0$7.04$5.40$1.64
2014Detailed filing. Detailed filing data is available for this year.$32.2$5.21$27.0$8.87$5.19$3.68
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.9$5.48$23.5$5.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.2$5.02$21.2$4.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.0$5.17$20.8$4.95