Civic Intelligence

Wesley Retirement Services Inc.

990 • Fiscal year 2012 • EIN 42-0680440

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 13, 2013

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

84th percentile

0.87x

Higher debt load relative to assets than 84% of similar nonprofits.

2012 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

40th percentile

0.9%

Faster asset growth than 40% of similar nonprofits.

2012 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$215,803,026

Up $1,824,976 (+0.9%) from 2011

Net Assets

Up

$28,806,663

Up $2,531,736 (+9.6%) from 2011

Liabilities

Down

$186,996,363

Down $706,760 (-0.4%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$64,908,577

Up $1,179,719 (+1.9%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2012

Assets$215,803,026
Liabilities$186,996,363
Net Assets$28,806,663
Open 2012 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

2012

Revenue-
Expenses$64,908,577
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 13, 2013
Return Version
2012v2.1
Gross Receipts
$65,705,538
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 1,180 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 2012:- MANY OLDER ADULTS SOMETIMES FACE SITUATIONS WHERE THEIR SAVINGS AND INCOME CAN NO LONGER COVER THE COST OF THEIR NEEDS. IN 2012, RESIDENTS RECEIVED $529,813 WORTH OF CHARITABLE CARE AS SUPPORTED THROUGH THE GOOD SAMARITAN AND GOOD SHEPHERD FUNDS TO ENSURE EACH PERSON COULD THRIVE IN THEIR HOME. WESLEY NEVER ASKED ANYONE TO LEAVE THEIR HOME DUE TO LACK OF FUNDS.- IN 2012, INCREASING OUR REACH TO UNDERSERVED COMMUNITY MEMBERS, MEDICAID DAYS INCREASED BY 8% OVER LAST YEAR TO 26,794 DAYS.- OUR CCRC'S CREATED AND CONDUCTED 38 EDUCATIONAL SESSIONS AIMED AT IMPROVING THE HEALTH OF OLDER ADULTS BY PROMOTING NUTRITION, WELLNESS, AND QUALITY OF LIFE. IN TOTAL, OVER 400 OLDER ADULTS LIVING OUTSIDE OUR WESLEYLIFE COMMUNITIES PARTICIPATED IN THESE SERVICES.- WE PROVIDED MORE THAN 8,500 HOURS OF VOLUNTEER OPPORTUNITIES TO APPROXIMATELY 540 COMMUNITY MEMBERS AT OUR COMMUNITIES FOR HEALTHY LIVING.- AT OUR COMMUNITIES FOR HEALTHY LIVING, WE WELCOMED 112 FUTURE NURSES, PHARMACISTS, DOCTORS, AND WELLNESS PROFESSIONALS AS INTERNS AND STUDENTS, PROVIDING 3,997 HOURS OF HANDS-ON, REAL-LIFE EXPERIENCES WITH RESIDENTS, CLIENTS, TEAM MEMBERS AND LEADERSHIP.- WE PROVIDED A GATHERING SPACE IN OUR RETIREMENT COMMUNITIES AT NO CHARGE TO LOCAL GROUPS ON 219 OCCASSIONS, SERVING OVER 3,600 INDIVIDUALS.- MORE THAN 2,100 CHILDREN AND STUDENTS VISITED RESIDENTS AND PARTICIPANTS TO CREATE MULTI-GENERATIONAL RELATIONSHIPS, PROMOTE READING SKILLS, AND CREATE MENTORING RELATIONSHIPS.- WE COLLECTED AND DONATED VARIOUS ITEMS, INCLUDING CLOTHING, COATS, BOOKS, AND OTHER SUPPLIES, TO AREA CHARITIES. IN ADDITION TO CONTRIBUTIONS, MORE THAN 9,000 MEALS WERE DONATED TO A LOCAL HOMELESS SHELTER.- WE COLLABORATE TO PROVIDE A MOBILE DENTAL CLINIC TO OLDER ADULTS IN SOUTHWEST IOWA COMMUNITIES. IN 2012, 152 OLDER ADULTS WERE PROVIDED WITH CLEANINGS, BASIC TREATMENT, AND PREVENTATIVE SCREENING MEASURES.- ONE OF OUR COMMUNITIES FOR HEALTHY LIVING DONATED MORE THAN $4,000 IN MEDICAL SUPPLIES TO FREE CLINICS THROUGHOUT CENTRAL IOWA.
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IRS990/Form990PartVIISectionA/Title10DIRECTOR
IRS990/Form990PartVIISectionA/Title11DIRECTOR
IRS990/Form990PartVIISectionA/Title12PRESIDENT & CEO
IRS990/Form990PartVIISectionA/Title13VICE PRES OF OPERATIONS/CO
IRS990/Form990PartVIISectionA/Title14CFO
IRS990/Form990PartVIISectionA/Title15WESLEY ACRES EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionA/Title16EDGEWATER EXECUTIVE DIRECT
IRS990/Form990PartVIISectionA/Title17THE VILLAGE EXECUTIVE DIRE
IRS990/Form990PartVIISectionA/Title18EDGEWATER MARKETING DIRECTOR
IRS990/Form990ProvidedToGoverningBody01
IRS990/Form990-TFiled01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementConsolidated0X
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Other0-44758
IRS990/GainOrLoss/Securities074164
IRS990/Gaming00
IRS990/Grants00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities074164
IRS990/GrossReceipts065705538
IRS990/GrossRents/Real076437
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InformationTechnology/Fundraising0397
IRS990/InformationTechnology/ManagementAndGeneral0113576
IRS990/InformationTechnology/ProgramServices0272857
IRS990/InformationTechnology/Total0386830
IRS990/Insurance/Fundraising0834
IRS990/Insurance/ManagementAndGeneral027584
IRS990/Insurance/ProgramServices01443608
IRS990/Insurance/Total01472026
IRS990/IntangibleAssets/BOY05920229
IRS990/IntangibleAssets/EOY05522001
IRS990/Interest/ManagementAndGeneral0121093
IRS990/Interest/ProgramServices03112883
IRS990/Interest/Total03233976
IRS990/InventoriesForSaleOrUse/BOY0318261
IRS990/InventoriesForSaleOrUse/EOY0289265
IRS990/InvestmentIncomeCurrentYear01730092
IRS990/InvestmentIncome/ExclusionAmount01700686
IRS990/InvestmentIncomePriorYear01205839
IRS990/InvestmentIncome/TotalRevenueColumn01700686
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY02116282
IRS990/InvestmentsOtherSecurities/EOY02257703
IRS990/InvestmentsPubTradedSecurities/BOY021769128
IRS990/InvestmentsPubTradedSecurities/EOY023348711
IRS990/InvestTaxExemptBonds01
IRS990/LandBldgEquipmentAccumDeprec083720592
IRS990/LandBuildingsEquipmentBasis0237084891
IRS990/LandBuildingsEquipmentBasisNet/BOY0153409503
IRS990/LandBuildingsEquipmentBasisNet/EOY0153364299
IRS990/LessCostOthBasisSalesExpenses/Other044758
IRS990/LessCostOthBasisSalesExpenses/Securities00
IRS990/LessRentalExpenses/Real00
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
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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.
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IRS990/MoreThan5000KToOrganizations00
IRS990/MortNotesPyblSecuredInvestProp/BOY0726406
IRS990/MortNotesPyblSecuredInvestProp/EOY0701713
IRS990/NameOfPrincipalOfficerPerson0ROB KRETZINGER
IRS990/NbrIndependentVotingMembers011
IRS990/NbrVotingGoverningBodyMembers011
IRS990/NbrVotingMembersGoverningBody011
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IRS990/OtherExpenses/Description0FOOD
IRS990/OtherExpenses/Description1MISCELLANEOUS EXPENSES
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IRS990/OtherExpenses/ProgramServices1696529
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IRS990/OtherRevenueMisc/BusinessCode0900099
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Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$215,803,026
Liabilities
$186,996,363
Net assets
$28,806,663
Revenue
-
Expenses
$64,908,577
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
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$216$187$28.8$64.9
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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