Civic Intelligence

Wesley Retirement Services Inc.

990 • Fiscal year 2011 • EIN 42-0680440

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 06, 2012

Organization ProfileWWW.WESLEYLIFE.ORG

View Organization Page

5508 Northwest 88th Street No 12050131
Siviq Scores

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

Liabilities / Assets

85th percentile

0.88x

Higher debt load relative to assets than 85% of similar nonprofits.

2011 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

25th percentile

-0.4%

Faster asset growth than 25% of similar nonprofits.

2011 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$213,978,050

Down $883,277 (-0.4%) from 2010

Net Assets

Down

$26,274,927

Down $8,032,994 (-23%) from 2010

Liabilities

Up

$187,703,123

Up $7,149,717 (+4.0%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$63,728,858

Up $1,217,953 (+1.9%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$400M$300M$200M$100M$0Assets 2010: $214,861,327Liabilities 2010: $180,553,406Net Assets 2010: $34,307,9212010Assets 2011: $213,978,050Liabilities 2011: $187,703,123Net Assets 2011: $26,274,9272011Assets 2012: $215,803,026Liabilities 2012: $186,996,363Net Assets 2012: $28,806,6632012Assets 2013: $230,363,813Liabilities 2013: $211,926,023Net Assets 2013: $18,437,7902013Assets 2014: $231,819,980Liabilities 2014: $213,955,248Net Assets 2014: $17,864,7322014Assets 2015: $226,306,739Liabilities 2015: $217,876,934Net Assets 2015: $8,429,8052015Assets 2016: $247,058,723Liabilities 2016: $234,009,334Net Assets 2016: $13,049,3892016Assets 2017: $259,918,378Liabilities 2017: $238,518,304Net Assets 2017: $21,400,0742017Assets 2018: $283,084,508Liabilities 2018: $267,268,002Net Assets 2018: $15,816,5062018Assets 2019: $293,068,365Liabilities 2019: $268,581,293Net Assets 2019: $24,487,0722019Assets 2020: $292,963,272Liabilities 2020: $261,313,800Net Assets 2020: $31,649,4722020Assets 2021: $293,962,808Liabilities 2021: $260,818,194Net Assets 2021: $33,144,6142021Assets 2022: $290,600,326Liabilities 2022: $277,730,947Net Assets 2022: $12,869,3792022Assets 2023: $306,578,903Liabilities 2023: $284,700,142Net Assets 2023: $21,878,7612023Assets 2024: $329,365,593Liabilities 2024: $297,019,067Net Assets 2024: $32,346,5262024

Highlighted filing

2011

Assets$213,978,050
Liabilities$187,703,123
Net Assets$26,274,927
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150M$100M$50M$0-$50MExpenses 2010: $62,510,9052010Expenses 2011: $63,728,8582011Expenses 2012: $64,908,5772012Revenue 2013: $68,468,474Expenses 2013: $68,252,378Net Income 2013: $216,0962013Revenue 2014: $77,938,480Expenses 2014: $75,276,774Net Income 2014: $2,661,7062014Revenue 2015: $68,796,320Expenses 2015: $76,558,473Net Income 2015: -$7,762,1532015Revenue 2016: $75,188,241Expenses 2016: $73,355,357Net Income 2016: $1,832,8842016Revenue 2017: $79,438,306Expenses 2017: $75,822,435Net Income 2017: $3,615,8712017Revenue 2018: $77,732,400Expenses 2018: $79,441,141Net Income 2018: -$1,708,7412018Revenue 2019: $92,112,196Expenses 2019: $87,456,599Net Income 2019: $4,655,5972019Revenue 2020: $92,575,476Expenses 2020: $89,642,713Net Income 2020: $2,932,7632020Revenue 2021: $95,958,203Expenses 2021: $92,018,330Net Income 2021: $3,939,8732021Revenue 2022: $92,590,271Expenses 2022: $98,213,703Net Income 2022: -$5,623,4322022Revenue 2023: $104,052,715Expenses 2023: $102,399,514Net Income 2023: $1,653,2012023Revenue 2024: $110,706,755Expenses 2024: $108,738,113Net Income 2024: $1,968,6422024

Highlighted filing

2011

Revenue-
Expenses$63,728,858
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 6, 2012
Return Version
2011v1.2
Gross Receipts
$63,988,135
Mission and Program Overview

Mission

Wesley retirement services, inc.(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, health and wellness for every iowan we serve. We continue to witness how our faith connects us to our mission and guides us as we serve our customer. Our vision is to "transform the aging experience" so older adults live better longer.

Filing and Contact Details

Filer

EIN
42-0680440
Raw XML AppendixShowing 400 of 1,030 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/Description0WESLEY RETIREMENT SERVICES, INC. (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. WESLEYLIFE IS THE SOLE MEMBER OF WRS AND OF WESLEY COMMUNITY SERVICES, INC. (WCS) WHICH PROVIDES HOME AND COMMUNITY BASED SERVICES. WRS IS A 501(C)(3) NON-PROFIT ORGANIZATION THAT CURRENTLY OWNS AND OPERATES SEVEN CONTINUING CARE RETIREMENT COMMUNITIES (CCRCS) IN IOWA THAT OFFER A FULL CONTINUUM OF WELLNESS 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. 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 2011.-MANY OLDER ADULTS SOMETIMES FACE SITUATIONS WHERE THEIR SAVINGS AND INCOME CAN NO LONGER COVER THE COST OF THEIR NEEDS. IN 2011, OUR CHARITY AND UNCOMPENSATED CARE EXCEEDED $1.5 MILLION. WESLEY HAS NEVER ASKED ANYONE TO LEAVE THEIR HOME DUE TO LACK OF FUNDS. -IN 2011, SERVING OUR REACH TO UNDERSERVED COMMUNITY MEMBERS, MEDICAID DAYS INCREASED BY 10% OVER LAST YEAR TO 27,000 DAYS. -UR CCRCS CREATED AND CONDUCTED OVER 230 EDUCATIONAL SESSIONS AIMED AT IMPROVING HEALTH OF OLDER ADULTS BY PROMOTING NUTRITION, WELLNESS, AND QUALITY OF LIFE. IN TOTAL, OVER 1,300 OLDER ADULTS LIVING OUTSIDE OUR WESLEYLIFE COMMUNITIES PARTICIPATED IN THESE SERVICES. -WE PROVIDED MORE THAN 14,000 HOURS OF VOLUNTEER OPPORTUNITIES TO APPROXIMATELY 985 COMMUNITY MEMBERS.-WE PROVIDED MORE THAN 4,780 HOURS OF HANDS-ON EXPERIENCES FOR 131 STUDENT NURSES, WELLNESS, AND OTHER INTERNS EQUIPPING THEM WITH PRACTICAL EXPERIENCE IN THE HEALTHCARE FIELD AND HELPING THEM GAIN A BETTER UNDERSTANDING OF SENIOR HEALTH AND WELLNESS.-WE PROVIDED A GATHERING SPACE IN OUR RETIREMENT COMMUNITIES AT NO CHARGE TO LOCAL GROUPS ON 272 OCCASIONS, SERVING OVER 4,800 INDIVIDUALS. -WE COORDINATED AND FACILITATED INTERGENERATIONAL ACTIVITIES WITH GRADE SCHOOL-AGE CHILDREN PROMOTING READING AND MENTORING RELATIONSHIPS.-WE FACILITATED THE JOINING OF OUR RESIDENTS AND COMMUNITY MEMBERS FOR BENEFIT OF THEIR COMMUNITIES IN THE FOLLOWING VOLUNTEER EFFORTS: -COLLECTED AND DONATED VARIOUS ITEMS, INCLUDING CLOTHING, COATS, BOOKS, AND OTHER SUPPLIES TO AREA CHARITIES. ALSO CONTRIBUTED TO LOCAL FOOD DRIVES.-VOLUNTEER HOURS WERE CONTRIBUTED TO HABITAT FOR HUMANITY AND THE ANIMAL RESCUE LEAGUE.ALTHOUGH WRS, INC. IS A TAX EXEMPT 501(C)(3) ORGANIZATION OUR CAMPUS COMMUNITIES PAID PROPERTY TAX AMOUNTS IN EXCESS OF $1.2 MILLION IN 2011 TO HELP SUPPORT VITAL COMMUNITY SERVICES.WESLEY'S AFFILIATE COMPANY, WESLEY COMMUNITY SERVICES, INC. PROVIDES SUPPORT AND ASSISTANCE TO THOSE PERSONS RESIDING IN THEIR HOMES IN THE BROADER COMMUNITY. THOSE ACTIVITIES INCLUDE THE FOLLOWING:-THE PROVISION OF 241,000 HOME DELIVERED MEALS TO 1,651 OLDER ADULTS WHO CAN REMAIN IN THEIR HOMES ONLY WITH THE SUPPORT AND NUTRITION OF THE MEALS ON WHEELS PR
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IRS990/Interest/Total03175198
IRS990/InventoriesForSaleOrUse/BOY0306371
IRS990/InventoriesForSaleOrUse/EOY0318261
IRS990/InvestmentIncomeCurrentYear01205839
IRS990/InvestmentIncome/ExclusionAmount0900811
IRS990/InvestmentIncomePriorYear01590809
IRS990/InvestmentIncome/TotalRevenueColumn0900811
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY02266986
IRS990/InvestmentsOtherSecurities/EOY02116282
IRS990/InvestmentsPubTradedSecurities/BOY021454100
IRS990/InvestmentsPubTradedSecurities/EOY021769128
IRS990/InvestTaxExemptBonds01
IRS990/LandBldgEquipmentAccumDeprec076037655
IRS990/LandBuildingsEquipmentBasis0229447158
IRS990/LandBuildingsEquipmentBasisNet/BOY0150820903
IRS990/LandBuildingsEquipmentBasisNet/EOY0153409503
IRS990/LessCostOthBasisSalesExpenses/Other038924
IRS990/LessCostOthBasisSalesExpenses/Securities02905242
IRS990/LessRentalExpenses/Real00
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0WESLEY RETIREMENT SERVICES, INC., 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 LIFESTYLES FOR EVERY IOWAN WE SERVE. WE CONTINUE TO WITNESS HOW OUR FAITH CONNECTS US TO OUR MISSION AND GUIDES US AS WE SERVE OUR CUSTOMERS. THE WESLEY VISION HAS LONG BEEN "MAKING RETIREMENT A NEW LIFE". THROUGH THE YEARS, THIS VISION HAS HAD DIFFERENT MEANINGS FOR DIFFERENT GENERATIONS. RECENTLY, THE TREND IN RETIREMENT LIVING HAS CHANGED DRAMATICALLY. TODAYS' RETIREES EXPECT LIFE'S GOLDEN YEARS TO BE FILLED WITH EXCITING ACTIVITIES, A WEALTH OF FRIENDS, LIFELONG LEARNING AND A COMPREHENSIVE WELLNESS PROGRAM. IN RESPONSE. OUR ORGANIZATION, OUR COMMUNITIES AND OUR IDEALS HAVE CHANGED TO ACCOMMODATE THE EXPECTATIONS OF OUR CUSTOMERS.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/MortNotesPyblSecuredInvestProp/BOY01292101
IRS990/MortNotesPyblSecuredInvestProp/EOY0726406
IRS990/NameOfPrincipalOfficerPerson0ROB KRETZINGER
IRS990/NbrIndependentVotingMembers011
IRS990/NbrVotingGoverningBodyMembers011
IRS990/NbrVotingMembersGoverningBody011
IRS990/NetAssetsOrFundBalancesBOY034307921
IRS990/NetAssetsOrFundBalancesEOY026274927
IRS990/NetGainOrLossInvestments/ExclusionAmount0305028
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0305028
IRS990/NetRentalIncomeOrLoss/ExclusionAmount0112600
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn0117331
IRS990/NetRentalIncomeOrLoss/UnrelatedBusinessRevenue04731
IRS990/NetUnrelatedBusinessTxblIncome02579
IRS990/NoncashContributions0404949
IRS990/NonDeductibleContributions01
IRS990/NonDeductibleDisclosure01
IRS990/NumberFormsTransmittedWith10960214
IRS990/NumberIndependentVotingMembers011
IRS990/NumberIndividualsGT100K03
IRS990/NumberOfContractorsGT100K05
IRS990/NumberOfEmployees01769
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Fundraising0575
IRS990/Occupancy/ManagementAndGeneral051465
IRS990/Occupancy/ProgramServices04471063
IRS990/Occupancy/Total04523103
IRS990/OfficeExpenses/Fundraising04169
IRS990/OfficeExpenses/ManagementAndGeneral0130186
IRS990/OfficeExpenses/ProgramServices02800745
IRS990/OfficeExpenses/Total02935100
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/OnBehalfOfIssuer00
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY015720094
IRS990/OtherAssetsTotal/EOY012328358
IRS990/OtherEmployeeBenefits/Fundraising049906
IRS990/OtherEmployeeBenefits/ManagementAndGeneral0114092
IRS990/OtherEmployeeBenefits/ProgramServices02561336
IRS990/OtherEmployeeBenefits/Total02725334
IRS990/OtherExpensePriorYear029355232
IRS990/OtherExpensesCurrentYear029891522
IRS990/OtherExpenses/Description0FOOD
IRS990/OtherExpenses/Description1MISCELLANEOUS EXPENSES
IRS990/OtherExpenses/Fundraising050765
IRS990/OtherExpenses/ManagementAndGeneral0192262
IRS990/OtherExpenses/ProgramServices03257084
IRS990/OtherExpenses/ProgramServices1683869
IRS990/OtherExpenses/Total03257084
IRS990/OtherExpenses/Total1926896
IRS990/OtherLiabilities/BOY07019228
IRS990/OtherLiabilities/EOY012058071
IRS990/OtherRevenueCurrentYear0117331
IRS990/OtherRevenuePriorYear057141
IRS990/OtherSalariesAndWages/Fundraising0304913
IRS990/OtherSalariesAndWages/ManagementAndGeneral03030394
IRS990/OtherSalariesAndWages/ProgramServices024706759
IRS990/OtherSalariesAndWages/Total028042066
IRS990/OtherWebsite0X
IRS990/PartialLiquidation00
IRS990/PayrollTaxes/Fundraising022161
IRS990/PayrollTaxes/ManagementAndGeneral0187984
IRS990/PayrollTaxes/ProgramServices02219693
IRS990/PayrollTaxes/Total02429838
IRS990/PensionPlanContributions/Fundraising06021
IRS990/PensionPlanContributions/ManagementAndGeneral069007
IRS990/PensionPlanContributions/ProgramServices0529406
IRS990/PensionPlanContributions/Total0604434
IRS990/PermanentlyRestrictedNetAssets/BOY07716735
IRS990/PermanentlyRestrictedNetAssets/EOY07817987
IRS990/PledgesAndGrantsReceivable/BOY038962
IRS990/PledgesAndGrantsReceivable/EOY055900
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PrepaidExpensesDeferredCharges/BOY0247995
IRS990/PrepaidExpensesDeferredCharges/EOY0418419
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising01
IRS990/ProgramServiceRevenue/BusinessCode0624100
IRS990/ProgramServiceRevenue/BusinessCode1624100
IRS990/ProgramServiceRevenue/BusinessCode2900099
IRS990/ProgramServiceRevenueCY058218934
IRS990/ProgramServiceRevenue/Description0HEALTH CARE SERVICES
IRS990/ProgramServiceRevenue/Description1MEALS INCOME
IRS990/ProgramServiceRevenue/Description2OTHER RESIDENT SERVICE
IRS990/ProgramServiceRevenuePriorYear054542355
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome057165719
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome1806965
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome2246250
IRS990/ProgramServiceRevenue/TotalRevenueColumn057165719
IRS990/ProgramServiceRevenue/TotalRevenueColumn1806965
IRS990/ProgramServiceRevenue/TotalRevenueColumn2246250

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$213,978,050
Liabilities
$187,703,123
Net assets
$26,274,927
Revenue
-
Expenses
$63,728,858
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$329$297$32.3$111$109$1.97
2023Summary only. Only limited summary data is available for this year.$307$285$21.9$104$102$1.65
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$291$278$12.9$92.6$98.2$5.62
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$294$261$33.1$96.0$92.0$3.94
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$293$261$31.6$92.6$89.6$2.93
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$293$269$24.5$92.1$87.5$4.66
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$283$267$15.8$77.7$79.4$1.71
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$260$239$21.4$79.4$75.8$3.62
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$247$234$13.0$75.2$73.4$1.83
2015Facts available. Structured filing facts are available, but richer extracted sections are limited.$226$218$8.43$68.8$76.6$7.76
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$232$214$17.9$77.9$75.3$2.66
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$230$212$18.4$68.5$68.3$0.22
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$216$187$28.8$64.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$214$188$26.3$63.7
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$215$181$34.3$62.5
Peer Organizations

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