Civic Intelligence

Wesley Gardens Retirement Community

EIN 46-2396221 • 501(c)3 • Birmingham, AL

Profile

To provide affordable housing to the elderly and handicapped

1520 Cooper Hill RoadBirmingham, AL 35210
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

80th percentile

0.51x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

1.45x

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

501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

13th percentile

-21%

Higher net margin than 13% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

17th percentile

-5.8%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

30th percentile

-2.1%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$7,915,946

Down $55,876 (-0.7%) from 2023

Liabilities

Up

$4,125,047

Up $42,888 (+1.1%) from 2023

Net Assets

Down

$3,790,899

Down $98,764 (-2.5%) from 2023

Operations
Liabilities / Revenue88th percentileNet Margin13th percentile

Revenue

Up

$3,541,536

Up $718,288 (+25%) from 2023

Expenses

Up

$3,640,300

Up $212,278 (+6.2%) from 2023

Net Income

Up

-$98,764

Up $506,010 (+84%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2013: $1Liabilities 2013: $0Net Assets 2013: $02013Assets 2016: $9,050,042Liabilities 2016: $3,793,292Net Assets 2016: $5,256,7502016Assets 2017: $8,928,186Liabilities 2017: $3,779,041Net Assets 2017: $5,149,1452017Assets 2018: $8,776,919Liabilities 2018: $3,695,857Net Assets 2018: $5,081,0622018Assets 2019: $8,922,248Liabilities 2019: $3,791,577Net Assets 2019: $5,130,6712019Assets 2020: $8,814,269Liabilities 2020: $3,710,829Net Assets 2020: $5,103,4402020Assets 2021: $8,620,015Liabilities 2021: $3,856,704Net Assets 2021: $4,763,3112021Assets 2022: $8,458,975Liabilities 2022: $4,001,171Net Assets 2022: $4,457,8042022Assets 2023: $7,971,822Liabilities 2023: $4,082,159Net Assets 2023: $3,889,6632023Assets 2024: $7,915,946Liabilities 2024: $4,125,047Net Assets 2024: $3,790,8992024

Highlighted filing

2024

Assets$7,915,946
Liabilities$4,125,047
Net Assets$3,790,899
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2016: $1,964,497Expenses 2016: $2,060,069Net Income 2016: -$95,5722016Revenue 2017: $2,687,080Expenses 2017: $2,794,685Net Income 2017: -$107,6052017Revenue 2018: $2,829,428Expenses 2018: $2,897,511Net Income 2018: -$68,0832018Revenue 2019: $2,962,553Expenses 2019: $2,912,944Net Income 2019: $49,6092019Revenue 2020: $2,956,257Expenses 2020: $2,983,488Net Income 2020: -$27,2312020Revenue 2021: $2,770,435Expenses 2021: $3,090,492Net Income 2021: -$320,0572021Revenue 2022: $2,883,527Expenses 2022: $3,189,034Net Income 2022: -$305,5072022Revenue 2023: $2,823,248Expenses 2023: $3,428,022Net Income 2023: -$604,7742023Revenue 2024: $3,541,536Expenses 2024: $3,640,300Net Income 2024: -$98,7642024

Highlighted filing

2024

Revenue$3,541,536
Expenses$3,640,300
Net Income-$98,764
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$7,915,946
Liabilities
$4,125,047
Net assets
$3,790,899
Revenue
$3,541,536
Expenses
$3,640,300
Net income
-$98,764
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.92$4.13$3.79$3.54$3.64$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.97$4.08$3.89$2.82$3.43$0.60
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.46$4.00$4.46$2.88$3.19$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.62$3.86$4.76$2.77$3.09$0.32
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.81$3.71$5.10$2.96$2.98$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.92$3.79$5.13$2.96$2.91$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.78$3.70$5.08$2.83$2.90$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.93$3.78$5.15$2.69$2.79$0.11
2016Detailed filing. Detailed filing data is available for this year.$9.05$3.79$5.26$1.96$2.06$0.10
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 9, 2021
Return Version
2019v5.2
Gross Receipts
$2,956,257
Mission and Program Overview

Mission

To provide affordable housing to the elderly and handicapped

To provide affordable housing to the elderly and handicapped.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,882,228$7,683,860▼ $198,368
Savings and Temporary Cash Investments$509,516$558,132▲ $48,616
Cash and Non-Interest-Bearing Accounts$283,102$337,940▲ $54,838
Prepaid Expenses and Deferred Charges$88,580$73,731▼ $14,849
Accounts Receivable$41,004$41,636▲ $632
Inventories for Sale or Use$8,465$13,117▲ $4,652
Total Assets$8,922,248$8,814,269▼ $107,979
Other Assets Total$109,353$105,853▼ $3,500
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,404,783$3,332,990▼ $71,793
Accounts Payable and Accrued Expenses$339,444$343,101▲ $3,657
Other Liabilities$22,850$28,050▲ $5,200
Deferred Revenue$24,500$6,688▼ $17,812
Total Liabilities$3,791,577$3,710,829▼ $80,748
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,130,671$5,103,440▼ $27,231
Total Net Assets Fund Balance$5,130,671$5,103,440▼ $27,231
Total Liabilities and Net Assets / Fund Balance$8,922,248$8,814,269▼ $107,979

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,035,942$875,549$7,911,491
Other Land Buildings$408,778$261,659$670,437
Land$200,000-$200,000
Equipment$39,140$24,576$63,716
Compensation and Service Providers
Top Officer Pay28th percentile

Board Members and Trustees

NameTitle
Diane GriswoldChair
Robert L Mckee IiiVice Chair
Buzz BarrettTrustee
Marty ClarkTrustee
Tom Hammons JrTrustee
Christopher TomlinCEO-mha
W Bruce AkinsCFO-mha
Betty SalterSecretary
Pete ComfortTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$132,981
Program Service Revenue
$2,814,528
Investment Income
$8,748
Other Revenue
$0
All Other Contributions
$132,981
Change in Net Assets
$-27,231

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,956,257
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,956,257
Total Revenue per Form 990
$2,956,257
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,578,013
Other Expenses$1,405,475
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,390,244--$1,390,244
Occupancy$301,006--$301,006
Depreciation Depletion$230,027--$230,027
Fees for Services Management-$177,343-$177,343
All Other Expenses$136,621--$136,621
Payroll Taxes$107,842--$107,842
Other Employee Benefits$79,927--$79,927
Insurance$70,265--$70,265
Advertising$25,966--$25,966
Fees for Services Accounting-$23,170-$23,170
Other Expenses$17,812--$17,812
Office Expenses$12,001--$12,001
Total Functional Expenses$2,782,975$200,513$0$2,983,488

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,983,488
Total Expenses per Audited Statements$2,983,488
Total Expenses per Form 990$2,983,488
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Refundable Security Deposit$28,050
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 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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Management delegated- wesley gardens has a hud approved management contract with methodist home for the aging (the sponsor and controlling entity).”

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

“The 990 is reviewed by the methodist home for the aging executive staff and wesley gardens officers.”

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

“Enforcement of conflicts policy-all interested persons must sign an annual conflict of interest statement. A conflict of interest committee was appointed by the methodist home for the aging board to monitor and enforce conflict of interest issues.”

Form 990, Part VI, Section B, Line 15

“Compensation process for top officials- the finance committee of the board of the methodist home for the aging shall set the compensation for the executive staff. The executive staff shall recommend compensation for key employees and staff at all the facilities. The recommendations are reviewed, approved or modified by the finance committee. Compensation process for officers- wesley gardens officers are not compensated.”

Form 990, Part VI, Section C, Line 18

“Governing documents disclosure explanation- governing documents, conflict of interest policy , financial statements, and form 990 are made available for public inspection by appointment, examination can be made at 1520 cooper hill road, birmingham, al 35210.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure explanation- governing documents, conflict of interest policy , financial statements, and form 990 are made available for public inspection by appointment, examination can be made at 1520 cooper hill road, birmingham, al 35210.”

Filing and Contact Details

Filer

Filer Name
Wesley Gardens Retirement Community
EIN
46-2396221
Phone
2059512442
Address
1520 COOPER HILL ROAD, BIRMINGHAM, AL 35210

Signing Officer

Name
W Bruce Akins
Title
CFO
Phone
2059512442
Signed
2021-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Tomlin
Formed
2012
Legal Domicile
Al
Voting Board Members
9
Independent Board Members
9
Employees
87
Volunteers
0

Preparer

Firm
Aprio Llp
Address
5 CONCOURSE PARKWAY SUITE 1000, ATLANTA, GA 30328
Preparer
Mike Cooke
Phone
4048929651
Supplemental Narrative

Additional Explanations

Form 990 Part XII, Line 2C

“The financial executives for methodist homes for the aging assumes reponsibility for oversight of the audit of its financial statements and selection of an independent auditor.”

Raw XML AppendixShowing 400 of 471 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
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0109353
IRS990/OtherAssetsTotalGrp/EOYAmt0105853
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt079927
IRS990/OtherEmployeeBenefitsGrp/TotalAmt079927
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1MISC OPERATING AND MAIN
IRS990/OtherExpensesGrp/Desc2DIETARY SUPPLIES
IRS990/OtherExpensesGrp/Desc3HOUSEKEEPING SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt0237414
IRS990/OtherExpensesGrp/ProgramServicesAmt1117866
IRS990/OtherExpensesGrp/ProgramServicesAmt255984
IRS990/OtherExpensesGrp/ProgramServicesAmt317812
IRS990/OtherExpensesGrp/TotalAmt0237414
IRS990/OtherExpensesGrp/TotalAmt1117866
IRS990/OtherExpensesGrp/TotalAmt255984
IRS990/OtherExpensesGrp/TotalAmt317812
IRS990/OtherLiabilitiesGrp/BOYAmt022850
IRS990/OtherLiabilitiesGrp/EOYAmt028050
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01390244
IRS990/OtherSalariesAndWagesGrp/TotalAmt01390244
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0107842
IRS990/PayrollTaxesGrp/TotalAmt0107842
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt088580
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt073731
IRS990/PrincipalOfficerNm0CHRISTOPHER TOMLIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02814528
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02814528
IRS990/ProgSrvcAccomActy2Grp/Desc0N/A
IRS990/ProgSrvcAccomActy3Grp/Desc0N/A
IRS990/ProgSrvcAccomActyOtherGrp/Desc0N/A
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0161721
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0170
IRS990/PYOtherExpensesAmt01519661
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02800662
IRS990/PYRevenuesLessExpensesAmt049609
IRS990/PYSalariesCompEmpBnftPaidAmt01393283
IRS990/PYTotalExpensesAmt02912944
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02962553
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-27231
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02823276
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0509516
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0558132
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0132981
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0161721
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt082424
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034455
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt059580
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0471161
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08748
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0169
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0171
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0192
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06296
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt015576
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02814528
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02800832
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02746833
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02652625
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01958201
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt012973019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08748
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0169
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0171
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0192
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06296
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt015576
IRS990ScheduleA/InvestmentIncomeCYPct00.00120
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99880
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt013444180
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02947509
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02962553
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02829257
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02687080
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02017781
IRS990ScheduleA/Total509Grp/TotalAmt013444180
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02956257
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02962722
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02829428
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02687272
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02024077
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt013459756
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt07035942
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0875549
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07911491
IRS990ScheduleD/EquipmentGrp/BookValueAmt039140
IRS990ScheduleD/EquipmentGrp/DepreciationAmt024576
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt063716
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02983488
IRS990ScheduleD/LandGrp/BookValueAmt0200000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0200000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0408778
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0261659
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0670437
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt028050
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE SECURITY DEPOSIT
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02956257
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07683860
IRS990ScheduleD/TotalExpensesPerForm990Amt02983488
IRS990ScheduleD/TotalLiabilityAmt028050
IRS990ScheduleD/TotalRevenuePerForm990Amt02956257
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02956257
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02983488
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT DELEGATED- WESLEY GARDENS HAS A HUD APPROVED MANAGEMENT CONTRACT WITH METHODIST HOME FOR THE AGING (THE SPONSOR AND CONTROLLING ENTITY).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE METHODIST HOME FOR THE AGING EXECUTIVE STAFF AND WESLEY GARDENS OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ENFORCEMENT OF CONFLICTS POLICY-ALL INTERESTED PERSONS MUST SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. A CONFLICT OF INTEREST COMMITTEE WAS APPOINTED BY THE METHODIST HOME FOR THE AGING BOARD TO MONITOR AND ENFORCE CONFLICT OF INTEREST ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION PROCESS FOR TOP OFFICIALS- THE FINANCE COMMITTEE OF THE BOARD OF THE METHODIST HOME FOR THE AGING SHALL SET THE COMPENSATION FOR THE EXECUTIVE STAFF. THE EXECUTIVE STAFF SHALL RECOMMEND COMPENSATION FOR KEY EMPLOYEES AND STAFF AT ALL THE FACILITIES. THE RECOMMENDATIONS ARE REVIEWED, APPROVED OR MODIFIED BY THE FINANCE COMMITTEE. COMPENSATION PROCESS FOR OFFICERS- WESLEY GARDENS OFFICERS ARE NOT COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS DISCLOSURE EXPLANATION- GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY , FINANCIAL STATEMENTS, AND FORM 990 ARE MADE AVAILABLE FOR PUBLIC INSPECTION BY APPOINTMENT, EXAMINATION CAN BE MADE AT 1520 COOPER HILL ROAD, BIRMINGHAM, AL 35210.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS DISCLOSURE EXPLANATION- GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY , FINANCIAL STATEMENTS, AND FORM 990 ARE MADE AVAILABLE FOR PUBLIC INSPECTION BY APPOINTMENT, EXAMINATION CAN BE MADE AT 1520 COOPER HILL ROAD, BIRMINGHAM, AL 35210.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE FINANCIAL EXECUTIVES FOR METHODIST HOMES FOR THE AGING ASSUMES REPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990 PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0YES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630376518
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LONG TERM CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd035210
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0177343
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00

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