Civic Intelligence

Wesley Acres a Methodist Home for the Aging Inc.

990 • Fiscal year 2022 • EIN 63-0777878

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

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

96th percentile

1.35x

Higher debt load relative to assets than 96% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

94th percentile

2.79x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

72nd percentile

22%

Higher net margin than 72% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

61st percentile

6.5%

Faster asset growth than 61% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

57th percentile

11%

Faster revenue growth than 57% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$1,829,761

Up $111,599 (+6.5%) from 2021

Net Assets

Up

-$645,448

Up $191,740 (+23%) from 2021

Liabilities

Down

$2,475,209

Down $80,141 (-3.1%) from 2021

Revenue

Up

$886,204

Up $89,130 (+11%) from 2021

Expenses

Down

$694,411

Down $22,250 (-3.1%) from 2021

Net Income

Up

$191,793

Up $111,380 (+139%) from 2021

Historical Trend

Balance Sheet Trend

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

$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

2022

Assets$1,829,761
Liabilities$2,475,209
Net Assets-$645,448

Operations Trend

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

2022

Revenue$886,204
Expenses$694,411
Net Income$191,793
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.2
Gross Receipts
$886,204
Mission and Program Overview

Mission

SUBSIDIZED HOUSING

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$879,540$836,692▼ $42,848
Cash and Non-Interest-Bearing Accounts$28,627$47,160▲ $18,533
Prepaid Expenses and Deferred Charges$42,315$44,440▲ $2,125
Other Notes and Loans Receivable, Net-$25,222-
Accounts Receivable$7,861$18,252▲ $10,391
Total Assets$1,718,162$1,829,761▲ $111,599
Other Assets Total$759,819$857,995▲ $98,176
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,347,351$2,284,511▼ $62,840
Other Liabilities$133,819$106,640▼ $27,179
Accounts Payable and Accrued Expenses$74,180$84,058▲ $9,878
Total Liabilities$2,555,350$2,475,209▼ $80,141
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-837,188$-645,448▲ $191,740
Total Net Assets Fund Balance$-837,188$-645,448▲ $191,740
Total Liabilities and Net Assets / Fund Balance$1,718,162$1,829,761▲ $111,599

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$627,873$2,697,834$3,325,707
Equipment$129,593$494,815$624,408
Other Land Buildings$19,226$165,294$184,520
Land$60,000-$60,000
Other Assets Org$370,270--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$39,413
Program Service Revenue
$844,177
Investment Income
$36
Other Revenue
$2,578
Change in Net Assets
$191,793

Audited Revenue Reconciliation

Revenue per Audited Statements
$886,151
Revenue Not Reported on Financial Statements
$53
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$53
Total Revenue per Audited Statements
$886,151
Total Revenue per Form 990
$886,204
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$557,524
Salaries, Compensation, and Employee Benefits$136,887
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$183,995--$183,995
Other Salaries and Wages$127,336--$127,336
Interest$113,935--$113,935
Depreciation Depletion$62,805--$62,805
Fees for Services Management-$50,136-$50,136
Office Expenses$21,080--$21,080
Insurance$20,763--$20,763
Fees for Services Accounting-$15,792-$15,792
Other Expenses$11,788--$11,788
Payroll Taxes$9,551--$9,551
Advertising$1,866--$1,866
Total Functional Expenses$628,483$65,928$0$694,411

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$694,411
Total Expenses per Audited Statements$694,411
Total Expenses per Form 990$694,411
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$75,322
Tenant Deposits Held in Trust$31,318
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 ii 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
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Tomlin Ceo-mh
Formed
1980
Legal Domicile
Al
Voting Board Members
5
Independent Board Members
5
Employees
9
Volunteers
0

Preparer

Firm
Aprio Llp
Address
1200 CORPORATE DR SUITE 200, BIRMINGHAM, AL 35242
Preparer
John Santamour
Phone
2059915506
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

K-1 income from wesley glen, ltd -53.

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

K-1 income from wesley glen, ltd.

Raw XML AppendixShowing 400 of 503 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt074180
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt084058
IRS990/AccountsReceivableGrp/BOYAmt07861
IRS990/AccountsReceivableGrp/EOYAmt018252
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUBSIDIZED HOUSING
IRS990/AdvertisingGrp/ProgramServicesAmt01866
IRS990/AdvertisingGrp/TotalAmt01866
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MIKE FAULKNER
IRS990/BooksInCareOfDetail/PhoneNum02059512442
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd035210
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt028627
IRS990/CashNonInterestBearingGrp/EOYAmt047160
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt039413
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt036
IRS990/CYOtherExpensesAmt0557524
IRS990/CYOtherRevenueAmt02578
IRS990/CYProgramServiceRevenueAmt0844177
IRS990/CYRevenuesLessExpensesAmt0191793
IRS990/CYSalariesCompEmpBnftPaidAmt0136887
IRS990/CYTotalExpensesAmt0694411
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0886204
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt062805
IRS990/DepreciationDepletionGrp/TotalAmt062805
IRS990/Desc0TO PROVIDE HOUSING TO LOW INCOME PERSONS THROUGH HUD SEC 207 AND SECTION 8 PROGRAMS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt09
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0628483
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt015792
IRS990/FeesForServicesAccountingGrp/TotalAmt015792
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt050136
IRS990/FeesForServicesManagementGrp/TotalAmt050136
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt050.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT L MCKEE III
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT C SCALES SR
IRS990/Form990PartVIISectionAGrp/PersonNm2CARL LONG
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRISTOPHER TOMLIN
IRS990/Form990PartVIISectionAGrp/PersonNm4W BRUCE AKINS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CEO-MHA
IRS990/Form990PartVIISectionAGrp/TitleTxt4CFO-MHA
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt039413
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0886204
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt020763
IRS990/InsuranceGrp/TotalAmt020763
IRS990/InterestGrp/ProgramServicesAmt0113935
IRS990/InterestGrp/TotalAmt0113935
IRS990/InvestmentIncomeGrp/ExclusionAmt036
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03357943
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0879540
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0836692
IRS990/LandBldgEquipCostOrOtherBssAmt04194635
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUBSIDIZED HOUSING
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02347351
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02284511
IRS990/NetAssetsOrFundBalancesBOYAmt0-837188
IRS990/NetAssetsOrFundBalancesEOYAmt0-645448
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-837188
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-645448
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0183995
IRS990/OccupancyGrp/TotalAmt0183995
IRS990/OfficeExpensesGrp/ProgramServicesAmt021080
IRS990/OfficeExpensesGrp/TotalAmt021080
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0759819
IRS990/OtherAssetsTotalGrp/EOYAmt0857995
IRS990/OtherChangesInNetAssetsAmt0-53
IRS990/OtherExpensesGrp/Desc0CONTRACTS
IRS990/OtherExpensesGrp/Desc1OTHER ELDERLY CARE EXPE
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3MAINTENANCE AND REPAIR
IRS990/OtherExpensesGrp/ProgramServicesAmt032064
IRS990/OtherExpensesGrp/ProgramServicesAmt128562
IRS990/OtherExpensesGrp/ProgramServicesAmt214738
IRS990/OtherExpensesGrp/ProgramServicesAmt311788
IRS990/OtherExpensesGrp/TotalAmt032064
IRS990/OtherExpensesGrp/TotalAmt128562
IRS990/OtherExpensesGrp/TotalAmt214738
IRS990/OtherExpensesGrp/TotalAmt311788
IRS990/OtherLiabilitiesGrp/BOYAmt0133819
IRS990/OtherLiabilitiesGrp/EOYAmt0106640
IRS990/OtherRevenueMiscGrp/BusinessCd0531110
IRS990/OtherRevenueMiscGrp/BusinessCd1531110
IRS990/OtherRevenueMiscGrp/Desc0LAUNDRY AND VENDING
IRS990/OtherRevenueMiscGrp/Desc1K-1 FROM WESLEY GLEN,
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02525
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt153
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02525
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt153
IRS990/OtherRevenueTotalAmt02578
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0127336
IRS990/OtherSalariesAndWagesGrp/TotalAmt0127336
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt025222
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt09551
IRS990/PayrollTaxesGrp/TotalAmt09551
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt042315
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt044440
IRS990/PrincipalOfficerNm0CHRISTOPHER TOMLIN CEO-MH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/BusinessCd3531120
IRS990/ProgramServiceRevenueGrp/BusinessCd4531110
IRS990/ProgramServiceRevenueGrp/Desc0RENT INCOME-GROSS POTE
IRS990/ProgramServiceRevenueGrp/Desc1TENANT ASSISTANCE PAYM
IRS990/ProgramServiceRevenueGrp/Desc2COVID FUNDS RECEIVED
IRS990/ProgramServiceRevenueGrp/Desc3RENT REVENUE-STORES &
IRS990/ProgramServiceRevenueGrp/Desc4VACANCY LOSSES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0466413
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1434422
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt231297
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32897
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4-90852
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0466413
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1434422
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt231297
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32897
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4-90852
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt026
IRS990/PYOtherExpensesAmt0568024
IRS990/PYOtherRevenueAmt04084
IRS990/PYProgramServiceRevenueAmt0792964
IRS990/PYRevenuesLessExpensesAmt080413
IRS990/PYSalariesCompEmpBnftPaidAmt0148637
IRS990/PYTotalExpensesAmt0716661
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0797074
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0191793
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0846755
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt031298
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt031298
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt078
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt092
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0232
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0854817
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0796899
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0798163
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0813139
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0776441
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04039459
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt092
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0232
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt04070757
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0886115
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0796899
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0798163
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0813139
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0776441
IRS990ScheduleA/Total509Grp/TotalAmt04070757
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0886151
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0796925
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0798241
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0813139
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0776533
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04070989
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0627873
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02697834
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03325707
IRS990ScheduleD/EquipmentGrp/BookValueAmt0129593
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0494815
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0624408
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0694411
IRS990ScheduleD/LandGrp/BookValueAmt060000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt060000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt057164
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt181969
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2314583
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt325230
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt48779
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt5370270
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INTANGIBLE ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2MTG REPLACEMENT RESERVE ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3RESIDUAL RECEIPTS RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4MTG ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc5INVESTMENTS-ENTITY
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt019226
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0165294
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0184520
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt075322
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt131318
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LOANS AND NOTES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherRevenuesNotIncludedAmt053
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt053
IRS990ScheduleD/RevenueSubtotalAmt0886151
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0K-1 INCOME FROM WESLEY GLEN, LTD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0836692
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0857995
IRS990ScheduleD/TotalExpensesPerForm990Amt0694411
IRS990ScheduleD/TotalLiabilityAmt0106640
IRS990ScheduleD/TotalRevenuePerForm990Amt0886204
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0886151
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0694411
IRS990/ScheduleJRequiredInd00
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 II 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/ExplanationTxt5K-1 INCOME FROM WESLEY GLEN, LTD -53.
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:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0631186364
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd01
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0HOUSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0WESLEY GLEN LTD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd035210
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0YES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1WESLEY ACRES II
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630376518
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1631190834
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LONG TERM CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1HUD HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11520 COOPER HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd035210
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd135210
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $1M-$5M nonprofits