Civic Intelligence

Wesley Gardens Retirement Community Inc.

990 • Fiscal year 2016 • EIN 46-2396221

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 20, 2017

Organization ProfileN/A
1520 Cooper Hill RoadBirmingham, AL 35210

(205) 951-2442

Siviq Scores

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

Liabilities / Assets

70th percentile

0.42x

Higher debt load relative to assets than 70% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

1.93x

Higher debt load relative to revenue than 87% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

26th percentile

-4.9%

Higher net margin than 26% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

100th percentile

20739%

Faster asset growth than 100% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2013 to 2016

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$9,050,042

Up $9,050,041 (+905004100%) from 2013

Net Assets

Up

$5,256,750

Up $5,256,750 from 2013

Liabilities

Up

$3,793,292

Up $3,793,292 from 2013

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin26th percentile

Revenue

Up

$1,964,497

Up $1,964,497 from 2013

Expenses

Up

$2,060,069

Up $2,060,069 from 2013

Net Income

Down

-$95,572

Down $95,572 from 2013

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$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

2016

Assets$9,050,042
Liabilities$3,793,292
Net Assets$5,256,750
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$1,964,497
Expenses$2,060,069
Net Income-$95,572
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 20, 2017
Return Version
2015v3.0
Gross Receipts
$1,964,497
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-$8,200,112-
Savings and Temporary Cash Investments-$567,948-
Prepaid Expenses and Deferred Charges-$73,352-
Cash and Non-Interest-Bearing Accounts-$64,540-
Accounts Receivable-$12,160-
Inventories for Sale or Use-$12,080-
Total Assets$0$9,050,042▲ $9,050,042
Other Assets Total-$119,850-
Liabilities
Mortgage Notes Payable Secured by Investment Property-$3,512,035-
Accounts Payable and Accrued Expenses-$266,595-
Deferred Revenue-$10,662-
Other Liabilities-$4,000-
Total Liabilities$0$3,793,292▲ $3,793,292
Net Assets / Fund Balance
Unrestricted Net Assets-$5,256,750-
Total Net Assets Fund Balance$0$5,256,750▲ $5,256,750
Total Liabilities and Net Assets / Fund Balance$0$9,050,042▲ $9,050,042

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,530,837$143,960$7,674,797
Other Land Buildings$414,938$40,160$455,098
Land$200,000-$200,000
Equipment$54,337$4,384$58,721
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Dianne GriswoldChair
Robert L Mckee IiiVice Chair
Christopher TomlinCEO- Mha
W Bruce AkinsCFO - Mha
Betty SalterSecretary
Pete ComfortTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$59,580
Program Service Revenue
$1,898,621
Investment Income
$6,296
Other Revenue
$0
All Other Contributions
$59,580
Change in Net Assets
$-95,572

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,964,497
Total Revenue per Audited Statements
$1,964,497
Total Revenue per Form 990
$1,964,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,055,129
Other Expenses$1,004,940
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$915,355--$915,355
All Other Expenses$200,365--$200,365
Depreciation Depletion$188,504--$188,504
Fees for Services Management-$119,312-$119,312
Interest$94,624--$94,624
Payroll Taxes$74,766--$74,766
Insurance$68,034--$68,034
Other Employee Benefits$65,008--$65,008
Other Expenses$31,139--$31,139
Travel$1,459--$1,459
Total Functional Expenses$1,940,757$119,312$0$2,060,069

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,060,069
Total Expenses per Audited Statements$2,060,069
Total Expenses per Form 990$2,060,069
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$4,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
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, Page 6, Part VI, Line 3

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

Form 990, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, Line 12C

“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, Page 6, Part VI, Line 15A

“See below - wesley gardens officers are not compensated.”

Form 990, Page 6, Part VI, Line 15B

“The finance committee of the board of methodist home for the aging shall set the compensation for the executive staff. The executive staff shall recommend compensation for the key employees and staff at all the facilities. The recommendations are reviewed, approved or modified by the finance committee.”

Form 990, Page 6, Part VI, Line 19

“By appointment, inspection can be made at 1520 cooper hill rd, 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 - Mha
Phone
2059512442
Signed
2017-01-20
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
57

Preparer

Firm
Cooke Cameron Travis & Company Pc
Address
2109 DEVEREUX CIR, BIRMINGHAM, AL 35243
Preparer
Michael W Cooke
Phone
2059670101
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Contributed equity in facility by sponsor 5,352,322 total 5,352,322”

Raw XML Appendix366 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0266595
IRS990/AccountsReceivableGrp/EOYAmt012160
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE AFFORDABLE HOUSING TO THE ELDERLY AND HANDICAPPED.
IRS990/AllOtherContributionsAmt059580
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0200365
IRS990/AllOtherExpensesGrp/TotalAmt0200365
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0W BRUCE AKINS CFO - MHA
IRS990/BooksInCareOfDetail/PhoneNum02059512442
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd035210
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt064540
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt059580
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt06296
IRS990/CYOtherExpensesAmt01004940
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01898621
IRS990/CYRevenuesLessExpensesAmt0-95572
IRS990/CYSalariesCompEmpBnftPaidAmt01055129
IRS990/CYTotalExpensesAmt02060069
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01964497
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/EOYAmt010662
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0188504
IRS990/DepreciationDepletionGrp/TotalAmt0188504
IRS990/Desc0A SEVENTY-ONE UNIT ASSISTED LIVING FACILITY IN BIRMINGHAM, AL FOR THE ELDERLY AND HANDICAPPED THAT PROVIDES AFFORDABLE HOUSING
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt057
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01940757
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0119312
IRS990/FeesForServicesManagementGrp/TotalAmt0119312
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0DIANNE GRISWOLD
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT L MCKEE III
IRS990/Form990PartVIISectionAGrp/PersonNm2BETTY SALTER
IRS990/Form990PartVIISectionAGrp/PersonNm3PETE COMFORT
IRS990/Form990PartVIISectionAGrp/PersonNm4W BRUCE AKINS
IRS990/Form990PartVIISectionAGrp/PersonNm5CHRISTOPHER TOMLIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CFO - MHA
IRS990/Form990PartVIISectionAGrp/TitleTxt5CEO- MHA
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01964497
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt068034
IRS990/InsuranceGrp/TotalAmt068034
IRS990/InterestGrp/ProgramServicesAmt094624
IRS990/InterestGrp/TotalAmt094624
IRS990/InventoriesForSaleOrUseGrp/EOYAmt012080
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt06296
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06296
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0188504
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08200112
IRS990/LandBldgEquipCostOrOtherBssAmt08388616
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE AFFORDABLE HOUSING TO THE ELDERLY AND HANDICAPPED
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03512035
IRS990/NetAssetsOrFundBalancesEOYAmt05256750
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0119850
IRS990/OtherChangesInNetAssetsAmt05352322
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt065008
IRS990/OtherEmployeeBenefitsGrp/TotalAmt065008
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1ELECTRICITY
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/ProgramServicesAmt0180945
IRS990/OtherExpensesGrp/ProgramServicesAmt174943
IRS990/OtherExpensesGrp/ProgramServicesAmt245615
IRS990/OtherExpensesGrp/ProgramServicesAmt331139
IRS990/OtherExpensesGrp/TotalAmt0180945
IRS990/OtherExpensesGrp/TotalAmt174943
IRS990/OtherExpensesGrp/TotalAmt245615
IRS990/OtherExpensesGrp/TotalAmt331139
IRS990/OtherLiabilitiesGrp/EOYAmt04000
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0915355
IRS990/OtherSalariesAndWagesGrp/TotalAmt0915355
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt074766
IRS990/PayrollTaxesGrp/TotalAmt074766
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt073352
IRS990/PrincipalOfficerNm0CHRISTOPHER TOMLIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01898621
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01898621
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-95572
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01964496
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0567948
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt059580
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt059580
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06296
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06296
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01958201
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01958201
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06296
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06296
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99690
IRS990ScheduleA/PublicSupportTotal509Amt02017781
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02017781
IRS990ScheduleA/Total509Grp/TotalAmt02017781
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02024077
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02024077
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt07530837
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0143960
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07674797
IRS990ScheduleD/EquipmentGrp/BookValueAmt054337
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04384
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt058721
IRS990ScheduleD/ExpensesSubtotalAmt02060069
IRS990ScheduleD/LandGrp/BookValueAmt0200000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0200000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0414938
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt040160
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0455098
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE SECURITY DEPOSIT
IRS990ScheduleD/RevenueSubtotalAmt01964497
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08200112
IRS990ScheduleD/TotalExpensesPerForm990Amt02060069
IRS990ScheduleD/TotalLiabilityAmt04000
IRS990ScheduleD/TotalRevenuePerForm990Amt01964497
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01964497
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02060069
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WESLEY 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/ExplanationTxt2ALL 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/ExplanationTxt3SEE BELOW - WESLEY GARDENS OFFICERS ARE NOT COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FINANCE COMMITTEE OF THE BOARD OF METHODIST HOME FOR THE AGING SHALL SET THE COMPENSATION FOR THE EXECUTIVE STAFF. THE EXECUTIVE STAFF SHALL RECOMMEND COMPENSATION FOR THE KEY EMPLOYEES AND STAFF AT ALL THE FACILITIES. THE RECOMMENDATIONS ARE REVIEWED, APPROVED OR MODIFIED BY THE FINANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BY APPOINTMENT, INSPECTION CAN BE MADE AT 1520 COOPER HILL RD, BIRMINGHAM, AL 35210.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONTRIBUTED EQUITY IN FACILITY BY SPONSOR 5,352,322 TOTAL 5,352,322
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0YES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630376518
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LT CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd035210
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt099427
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsEOYAmt09050042
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt09050042
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt059580
IRS990/TotalEmployeeCnt057
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0119312
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01940757
IRS990/TotalFunctionalExpensesGrp/TotalAmt02060069
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt03793292
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt03793292
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05256750
IRS990/TotalProgramServiceExpensesAmt01940757
IRS990/TotalProgramServiceRevenueAmt01898621
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01904917
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01964497
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09050042
IRS990/TravelGrp/ProgramServicesAmt01459
IRS990/TravelGrp/TotalAmt01459
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05256750
IRS990/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
IRS990/USAddress/CityNm0BIRMINGHAM
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035210
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0W BRUCE AKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO - MHA
ReturnHeader/BusinessOfficerGrp/PhoneNum02059512442
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESLEY GARDENS RETIREMENT COMMUNITY
ReturnHeader/Filer/BusinessNameControlTxt0WESL
ReturnHeader/Filer/EIN0462396221
ReturnHeader/Filer/PhoneNum02059512442
ReturnHeader/Filer/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035210
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631185848
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COOKE CAMERON TRAVIS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02109 DEVEREUX CIR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035243
ReturnHeader/PreparerPersonGrp/PhoneNum02059670101
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL W COOKE
ReturnHeader/ReturnTs02017-01-18T08:22:30-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,050,042
Liabilities
$3,793,292
Net assets
$5,256,750
Revenue
$1,964,497
Expenses
$2,060,069
Net income
-$95,572
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $5M-$10M nonprofits