Civic Intelligence

Wesley Acres

EIN 63-0777878 • 501(c)3 • Birmingham, AL

Profile

Provide subsidized housing for the elderly.

1520 Cooper Hill RoadBirmingham, AL 35210

n/A

Siviq Scores

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

Liabilities / Assets

95th percentile

1.15x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

2.59x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

76th percentile

24%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$417,254

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 46.4% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

6.4%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$2,025,371

Up $203,502 (+11%) from 2023

Liabilities

Down

$2,323,443

Down $10,382 (-0.4%) from 2023

Net Assets

Up

-$298,072

Up $213,884 (+42%) from 2023

Operations
Liabilities / Revenue94th percentileNet Margin76th percentile

Revenue

Up

$898,548

Up $54,028 (+6.4%) from 2023

Expenses

Down

$684,630

Down $26,351 (-3.7%) from 2023

Net Income

Up

$213,918

Up $80,379 (+60%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MAssets 2011: $2,287,600Liabilities 2011: $2,857,592Net Assets 2011: -$569,9922011Assets 2012: $2,136,954Liabilities 2012: $2,806,727Net Assets 2012: -$669,7732012Assets 2013: $2,142,762Liabilities 2013: $2,832,860Net Assets 2013: -$690,0982013Assets 2014: $2,041,432Liabilities 2014: $2,799,547Net Assets 2014: -$758,1152014Assets 2015: $1,951,141Liabilities 2015: $2,800,323Net Assets 2015: -$849,1822015Assets 2016: $1,864,624Liabilities 2016: $2,779,873Net Assets 2016: -$915,2492016Assets 2017: $1,772,919Liabilities 2017: $2,704,860Net Assets 2017: -$931,9412017Assets 2018: $1,687,841Liabilities 2018: $2,689,762Net Assets 2018: -$1,001,9212018Assets 2019: $1,657,967Liabilities 2019: $2,630,224Net Assets 2019: -$972,2572019Assets 2020: $1,662,752Liabilities 2020: $2,580,204Net Assets 2020: -$917,4522020Assets 2021: $1,718,162Liabilities 2021: $2,555,350Net Assets 2021: -$837,1882021Assets 2022: $1,829,761Liabilities 2022: $2,475,209Net Assets 2022: -$645,4482022Assets 2023: $1,821,869Liabilities 2023: $2,333,825Net Assets 2023: -$511,9562023Assets 2024: $2,025,371Liabilities 2024: $2,323,443Net Assets 2024: -$298,0722024

Highlighted filing

2024

Assets$2,025,371
Liabilities$2,323,443
Net Assets-$298,072
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $748,288Expenses 2011: $819,952Net Income 2011: -$71,6642011Expenses 2012: $814,0432012Expenses 2013: $823,1252013Revenue 2014: $717,075Expenses 2014: $785,092Net Income 2014: -$68,0172014Revenue 2015: $705,841Expenses 2015: $796,908Net Income 2015: -$91,0672015Revenue 2016: $736,131Expenses 2016: $802,198Net Income 2016: -$66,0672016Revenue 2017: $782,972Expenses 2017: $804,252Net Income 2017: -$21,2802017Revenue 2018: $776,441Expenses 2018: $841,839Net Income 2018: -$65,3982018Revenue 2019: $813,129Expenses 2019: $783,475Net Income 2019: $29,6542019Revenue 2020: $798,287Expenses 2020: $743,436Net Income 2020: $54,8512020Revenue 2021: $797,074Expenses 2021: $716,661Net Income 2021: $80,4132021Revenue 2022: $886,204Expenses 2022: $694,411Net Income 2022: $191,7932022Revenue 2023: $844,520Expenses 2023: $710,981Net Income 2023: $133,5392023Revenue 2024: $898,548Expenses 2024: $684,630Net Income 2024: $213,9182024

Highlighted filing

2024

Revenue$898,548
Expenses$684,630
Net Income$213,918
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,025,371
Liabilities
$2,323,443
Net assets
-$298,072
Revenue
$898,548
Expenses
$684,630
Net income
$213,918
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.03$2.32$0.30$0.90$0.68$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.82$2.33$0.51$0.84$0.71$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.83$2.48$0.65$0.89$0.69$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.72$2.56$0.84$0.80$0.72$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.66$2.58$0.92$0.80$0.74$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.66$2.63$0.97$0.81$0.78$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.69$2.69$1.00$0.78$0.84$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.77$2.70$0.93$0.78$0.80$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.86$2.78$0.92$0.74$0.80$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.95$2.80$0.85$0.71$0.80$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.04$2.80$0.76$0.72$0.79$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$2.83$0.69$0.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$2.81$0.67$0.81
2011Summary only. Only limited summary data is available for this year.$2.29$2.86$0.57$0.75$0.82$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$898,548
Mission and Program Overview

Mission

SUBSIDIZED HOUSING

Provide subsidized housing for the elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$833,972$890,334▲ $56,362
Cash and Non-Interest-Bearing Accounts$21,923$142,544▲ $120,621
Prepaid Expenses and Deferred Charges$49,067$51,726▲ $2,659
Accounts Receivable$9,917$50,892▲ $40,975
Other Notes and Loans Receivable, Net$25,222--
Total Assets$1,821,869$2,025,371▲ $203,502
Other Assets Total$881,768$889,875▲ $8,107
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,072,266$2,150,422▲ $78,156
Other Liabilities$110,340$103,845▼ $6,495
Accounts Payable and Accrued Expenses$151,219$69,176▼ $82,043
Total Liabilities$2,333,825$2,323,443▼ $10,382
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-511,956$-298,072▲ $213,884
Total Net Assets Fund Balance$-511,956$-298,072▲ $213,884
Total Liabilities and Net Assets / Fund Balance$1,821,869$2,025,371▲ $203,502

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$610,296$2,765,742$3,376,038
Equipment$205,530$552,807$758,337
Other Land Buildings$14,508$170,012$184,520
Land$60,000-$60,000
Other Assets Org$74,344--
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
Robert C Scales SrPresident
Christopher W TomlinPresident & CEO
Carl R LongVice President
Robert L Mckee IiiSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$892,450
Investment Income
$519
Other Revenue
$5,579
Change in Net Assets
$213,918

Audited Revenue Reconciliation

Revenue per Audited Statements
$898,516
Revenue Not Reported on Financial Statements
$32
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$32
Total Revenue per Audited Statements
$898,516
Total Revenue per Form 990
$898,548
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$576,221
Salaries, Compensation, and Employee Benefits$108,409
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$235,038--$235,038
Interest$94,293--$94,293
Other Salaries and Wages$91,688--$91,688
Depreciation Depletion$70,564--$70,564
Fees for Services Management-$55,129-$55,129
Insurance$39,958--$39,958
Fees for Services Accounting-$16,751-$16,751
Other Expenses$9,818--$9,818
Other Employee Benefits$9,292--$9,292
Payroll Taxes$7,429--$7,429
Office Expenses$6,814--$6,814
Advertising$615--$615
Total Functional Expenses$612,750$71,880$0$684,630

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$684,630
Total Expenses per Audited Statements$684,630
Total Expenses per Form 990$684,630
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
Other Loans and Notes$69,911
Tenant Deposits Held in Trust$33,934
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

“Wesley acres has a hud approved management contract with methodist home for the aging (the sponsor and controlling entity). Wesley acres board/officers are appointed by the board of methodist home for the aging a 501(c)3 not for profit corporation organized to provide long term care for the aging.”

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

“The 990 is reviewed by the methodist home for the aging executive staff and wesley acres 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 acres officers are not compensated.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure explanation- by appointment, examination can be made at 1520 cooper hill road, birmingham, al 35210.”

Filing and Contact Details

Filer

Filer Name
Wesley Acres
EIN
63-0777878
Phone
2059512442
Address
1520 COOPER HILL ROAD, BIRMINGHAM, AL 35210

Signing Officer

Name
Mike Faulkner
Title
CFO
Phone
2059512442
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher W Tomlin
Formed
1980
Legal Domicile
Al
Voting Board Members
4
Independent Board Members
4
Employees
10
Volunteers
4

Preparer

Firm
Cri Advisors LLC
Address
1601 2ND AVENUE EAST, ONEONTA, AL 35121
Preparer
Jonathan D Thomas
Phone
2055176914
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ROUNDING -2.”

FORM 990, PART XII, LINE 2C:

“The organization has not changed any processes from prior years.”

Financial Statement Notes

PART X, LINE 2:

“Wesley acres is organized and operated exclusively for charitable, not-for-profit purposes. The internal revenue service has, in prior years, issued its determination letter reflecting that wesley acres is exempt from federal income tax under section 501(c)(3) of the internal revenue code. Therefore, no income tax provision has been included in the financial statements. Wesley acres is no longer subject to income tax examinations for calendar years up to and including 2020.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“K-1 income from wesley glen, ltd”

Raw XML AppendixShowing 400 of 536 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/PayrollTaxesGrp/ProgramServicesAmt07429
IRS990/PayrollTaxesGrp/TotalAmt07429
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt049067
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt051726
IRS990/PrincipalOfficerNm0CHRISTOPHER W TOMLIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/Desc0RENT INCOME-GROSS POTE
IRS990/ProgramServiceRevenueGrp/Desc1TENANT ASSISTANCE PAYM
IRS990/ProgramServiceRevenueGrp/Desc2RENT INCOME-STORES/COM
IRS990/ProgramServiceRevenueGrp/Desc3VACANCY LOSSES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0520281
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1450403
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22100
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3-80334
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0520281
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1450403
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3-80334
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0339
IRS990/PYOtherExpensesAmt0577934
IRS990/PYOtherRevenueAmt02848
IRS990/PYProgramServiceRevenueAmt0841333
IRS990/PYRevenuesLessExpensesAmt0133539
IRS990/PYSalariesCompEmpBnftPaidAmt0133047
IRS990/PYTotalExpensesAmt0710981
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0844520
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0213918
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0898029
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt031298
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt031298
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0519
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0339
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt078
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0998
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0895552
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0841333
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0854817
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0796899
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0798163
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04186764
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0519
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0339
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0998
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt02801
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02801
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct00.99920
IRS990ScheduleA/PublicSupportTotal509Amt04218062
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0895552
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0841333
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0886115
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0796899
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0798163
IRS990ScheduleA/Total509Grp/TotalAmt04218062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0896071
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0844473
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0886151
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0796925
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0798241
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04221861
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0610296
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02765742
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03376038
IRS990ScheduleD/EquipmentGrp/BookValueAmt0205530
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0552807
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0758337
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0684630
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt060000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt060000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0409726
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt125241
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt210293
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3370271
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt474344
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0MTG REPLACEMENT RESERVE ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESIDUAL RECEIPTS RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2MTG ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3INVESTMENTS-ENTITY
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4INTANGIBLE ASSETS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt014508
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0170012
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0184520
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt069911
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt133934
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LOANS AND NOTES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherRevenuesNotIncludedAmt032
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt032
IRS990ScheduleD/RevenueSubtotalAmt0898516
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0WESLEY ACRES IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, NOT-FOR-PROFIT PURPOSES. THE INTERNAL REVENUE SERVICE HAS, IN PRIOR YEARS, ISSUED ITS DETERMINATION LETTER REFLECTING THAT WESLEY ACRES IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO INCOME TAX PROVISION HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WESLEY ACRES IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR CALENDAR YEARS UP TO AND INCLUDING 2020.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1K-1 INCOME FROM WESLEY GLEN, LTD
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0890334
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0889875
IRS990ScheduleD/TotalExpensesPerForm990Amt0684630
IRS990ScheduleD/TotalLiabilityAmt0103845
IRS990ScheduleD/TotalRevenuePerForm990Amt0898548
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0898516
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0684630
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0417254
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CHRISTOPHER W TOMLIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0417254
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION 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 REVEIWED, APPROVED, OR MODIFIED BY THE FINANCE COMMITTEE. WESLEY ACRES OFFICERS ARE NOT COMPENSATED. PART I, LINE 4B: CHRISTOPHER TOMLIN $22,500 IN NONQUALIFIED BENEFIT
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3:
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WESLEY ACRES HAS A HUD APPROVED MANAGEMENT CONTRACT WITH METHODIST HOME FOR THE AGING (THE SPONSOR AND CONTROLLING ENTITY). WESLEY ACRES BOARD/OFFICERS ARE APPOINTED BY THE BOARD OF METHODIST HOME FOR THE AGING A 501(C)3 NOT FOR PROFIT CORPORATION ORGANIZED TO PROVIDE LONG TERM CARE FOR THE AGING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE METHODIST HOME FOR THE AGING EXECUTIVE STAFF AND WESLEY ACRES 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 ACRES OFFICERS ARE NOT COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS DISCLOSURE EXPLANATION- BY APPOINTMENT, EXAMINATION CAN BE MADE AT 1520 COOPER HILL ROAD, BIRMINGHAM, AL 35210.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROUNDING -2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION HAS NOT CHANGED ANY PROCESSES FROM PRIOR YEARS.
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 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0631186364
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00

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