Civic Intelligence

Wesley Apartments -

EIN 63-0851067 • 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

97th percentile

1.65x

Higher debt load relative to assets than 97% of similar nonprofits.

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

Liabilities / Revenue

96th percentile

3.70x

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

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

Net Margin

61st percentile

11%

Higher net margin than 61% 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 50.1% of source-year revenue.

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

Asset Growth

61st percentile

7.8%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

47th percentile

5.6%

Faster revenue growth than 47% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$1,873,590

Up $136,363 (+7.8%) from 2023

Liabilities

Up

$3,082,444

Up $48,633 (+1.6%) from 2023

Net Assets

Up

-$1,208,854

Up $87,730 (+6.8%) from 2023

Operations
Liabilities / Revenue96th percentileNet Margin61st percentile

Revenue

Up

$832,420

Up $44,015 (+5.6%) from 2023

Expenses

Up

$744,689

Up $38,013 (+5.4%) from 2023

Net Income

Up

$87,731

Up $6,002 (+7.3%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$4.0M$2.0M$0-$2.0MAssets 2011: $2,096,676Liabilities 2011: $3,289,036Net Assets 2011: -$1,192,3602011Assets 2012: $2,049,265Liabilities 2012: $3,300,692Net Assets 2012: -$1,251,4272012Assets 2013: $1,910,973Liabilities 2013: $3,231,874Net Assets 2013: -$1,320,9012013Assets 2014: $1,828,311Liabilities 2014: $3,222,849Net Assets 2014: -$1,394,5382014Assets 2015: $1,716,099Liabilities 2015: $3,168,917Net Assets 2015: -$1,452,8182015Assets 2016: $1,614,019Liabilities 2016: $3,124,446Net Assets 2016: -$1,510,4272016Assets 2017: $1,559,451Liabilities 2017: $3,147,036Net Assets 2017: -$1,587,5852017Assets 2018: $1,867,758Liabilities 2018: $3,501,472Net Assets 2018: -$1,633,7142018Assets 2019: $1,838,537Liabilities 2019: $3,493,234Net Assets 2019: -$1,654,6972019Assets 2020: $1,796,059Liabilities 2020: $3,391,922Net Assets 2020: -$1,595,8632020Assets 2021: $1,759,777Liabilities 2021: $3,302,000Net Assets 2021: -$1,542,2232021Assets 2022: $1,836,042Liabilities 2022: $3,214,355Net Assets 2022: -$1,378,3132022Assets 2023: $1,737,227Liabilities 2023: $3,033,811Net Assets 2023: -$1,296,5842023Assets 2024: $1,873,590Liabilities 2024: $3,082,444Net Assets 2024: -$1,208,8542024

Highlighted filing

2024

Assets$1,873,590
Liabilities$3,082,444
Net Assets-$1,208,854
Open 2024 Filing

Operations Trend

Revenue Growth47th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $665,3822011Expenses 2012: $731,9282012Expenses 2013: $732,3172013Revenue 2014: $654,421Expenses 2014: $728,058Net Income 2014: -$73,6372014Revenue 2015: $659,696Expenses 2015: $717,976Net Income 2015: -$58,2802015Revenue 2016: $715,458Expenses 2016: $773,067Net Income 2016: -$57,6092016Revenue 2017: $710,471Expenses 2017: $787,629Net Income 2017: -$77,1582017Revenue 2018: $719,958Expenses 2018: $766,087Net Income 2018: -$46,1292018Revenue 2019: $737,611Expenses 2019: $758,594Net Income 2019: -$20,9832019Revenue 2020: $752,698Expenses 2020: $693,864Net Income 2020: $58,8342020Revenue 2021: $739,999Expenses 2021: $686,359Net Income 2021: $53,6402021Revenue 2022: $832,769Expenses 2022: $668,859Net Income 2022: $163,9102022Revenue 2023: $788,405Expenses 2023: $706,676Net Income 2023: $81,7292023Revenue 2024: $832,420Expenses 2024: $744,689Net Income 2024: $87,7312024

Highlighted filing

2024

Revenue$832,420
Expenses$744,689
Net Income$87,731
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,873,590
Liabilities
$3,082,444
Net assets
-$1,208,854
Revenue
$832,420
Expenses
$744,689
Net income
$87,731
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.87$3.08$1.21$0.83$0.74$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.74$3.03$1.30$0.79$0.71$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.84$3.21$1.38$0.83$0.67$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.76$3.30$1.54$0.74$0.69$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.80$3.39$1.60$0.75$0.69$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.84$3.49$1.65$0.74$0.76$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.87$3.50$1.63$0.72$0.77$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.56$3.15$1.59$0.71$0.79$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.61$3.12$1.51$0.72$0.77$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.72$3.17$1.45$0.66$0.72$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.83$3.22$1.39$0.65$0.73$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$3.23$1.32$0.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$3.30$1.25$0.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$3.29$1.19$0.67
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
$832,420
Mission and Program Overview

Mission

Housing provided for the elderly and disadvantaged financed with hud section 8 and 207 funds.

Provide subsidized housing for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,299,600$1,242,819▼ $56,781
Cash and Non-Interest-Bearing Accounts$153,440$244,711▲ $91,271
Prepaid Expenses and Deferred Charges$39,410$40,665▲ $1,255
Accounts Receivable$10,013$12,110▲ $2,097
Total Assets$1,737,227$1,873,590▲ $136,363
Other Assets Total$234,764$333,285▲ $98,521
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,281,211$2,364,664▲ $83,453
Other Liabilities$637,808$650,816▲ $13,008
Accounts Payable and Accrued Expenses$114,792$66,964▼ $47,828
Total Liabilities$3,033,811$3,082,444▲ $48,633
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,296,584$-1,208,854▲ $87,730
Total Net Assets Fund Balance$-1,296,584$-1,208,854▲ $87,730
Total Liabilities and Net Assets / Fund Balance$1,737,227$1,873,590▲ $136,363

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$844,212$2,631,418$3,475,630
Equipment$222,086$406,257$628,343
Land$175,000-$175,000
Other Land Buildings$1,521$19,204$20,725
Other Assets Org$79,376--
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
Maudine HollowayPresident
Christopher W TomlinPresident & CEO
James W SteeleVice President
Samuel L WilliamsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$804,355
Investment Income
$293
Other Revenue
$27,772
Change in Net Assets
$87,731

Audited Revenue Reconciliation

Revenue per Audited Statements
$832,420
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$832,420
Total Revenue per Form 990
$832,420
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$603,918
Salaries, Compensation, and Employee Benefits$140,771
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$225,667--$225,667
Depreciation Depletion$121,971--$121,971
Other Salaries and Wages$116,658--$116,658
Interest$103,709--$103,709
Insurance$47,338--$47,338
Fees for Services Management-$39,204-$39,204
Fees for Services Accounting-$17,787-$17,787
Other Employee Benefits$15,563--$15,563
Payroll Taxes$8,550--$8,550
Office Expenses$4,865--$4,865
Other Expenses$1,803--$1,803
Fees for Services Legal-$1,033-$1,033
Advertising$28--$28
Total Functional Expenses$686,665$58,024$0$744,689

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$744,689
Total Expenses per Audited Statements$744,689
Total Expenses per Form 990$744,689
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 Payable$619,108
Tenant Deposits Held in Trust$18,525
Due To/from Wesley Park Apartments$13,183
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 apartments 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 welsey apartments officers.”

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

“Enforcement of conflict 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 comepnsation for key employees and staff at all the facilities. The recommendations are reviewed, approved or modified byt he finance committee. Compensation process for officers- wesley apartment officers are not compensated.”

Form 990, Part VI, Section C, Line 19

“Governing documents and form 990 are 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 Apartments
EIN
63-0851067
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
1983
Legal Domicile
Al
Voting Board Members
4
Independent Board Members
4
Employees
4
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 XII, LINE 2C:

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

Financial Statement Notes

PART X, LINE 2:

“The organization 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 the organization 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. The organization is no longer subject to income tax examinations for fiscal years up to and including 2020.”

Raw XML AppendixShowing 400 of 495 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/Form990PartVIISectionAGrp/PersonNm2SAMUEL L WILLIAMSON
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT & CEO
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IRS990/ProgramServiceRevenueGrp/Desc3MISC. RENT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc4VACANCY LOSSES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0551561
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1282938
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24047
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3670
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4-34861
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0551561
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1282938
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24047
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3670
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4-34861
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0217
IRS990/PYOtherExpensesAmt0584443
IRS990/PYOtherRevenueAmt029288
IRS990/PYProgramServiceRevenueAmt0758900
IRS990/PYRevenuesLessExpensesAmt081729
IRS990/PYSalariesCompEmpBnftPaidAmt0122233
IRS990/PYTotalExpensesAmt0706676
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0788405
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt087731
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0832127
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt031584
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt031584
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0293
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0217
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0555
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0804355
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0758900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0832754
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0739999
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0752679
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03888687
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0293
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0217
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0555
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt027772
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt029288
IRS990ScheduleA/OtherIncome509Grp/TotalAmt057060
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98550
IRS990ScheduleA/PublicSupportTotal509Amt03920271
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0804355
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0758900
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0864338
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0739999
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0752679
IRS990ScheduleA/Total509Grp/TotalAmt03920271
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0832420
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0788405
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0864353
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0740010
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0752698
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03977886
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0844212
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02631418
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03475630
IRS990ScheduleD/EquipmentGrp/BookValueAmt0222086
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0406257
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0628343
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0744689
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0175000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0175000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0241056
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt18315
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt24563
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3273
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt4-298
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt579376
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0MORTGAGE RESERVE ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1MORTGAGE MIP ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2MORTGAGE INSURANCE ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3MORTGAGE TAX ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc5DEFERRED LOAN COSTS - WELLS FARGO
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01521
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt019204
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt020725
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0619108
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt118525
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt213183
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LOANS AND NOTES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO/FROM WESLEY PARK APARTMENTS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0832420
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION 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 THE ORGANIZATION 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. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS UP TO AND INCLUDING 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01242819
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0333285
IRS990ScheduleD/TotalExpensesPerForm990Amt0744689
IRS990ScheduleD/TotalLiabilityAmt0650816
IRS990ScheduleD/TotalRevenuePerForm990Amt0832420
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0832420
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0744689
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 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. WELSLEY APARTMENT 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 APARTMENTS 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 WELSEY APARTMENTS OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ENFORCEMENT OF CONFLICT 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 COMEPNSATION FOR KEY EMPLOYEES AND STAFF AT ALL THE FACILITIES. THE RECOMMENDATIONS ARE REVIEWED, APPROVED OR MODIFIED BYT HE FINANCE COMMITTEE. COMPENSATION PROCESS FOR OFFICERS- WESLEY APARTMENT OFFICERS ARE NOT COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS AND FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION BY APPOINTMENT, EXAMINATION CAN BE MADE AT 1520 COOPER HILL ROAD, BIRMINGHAM, AL 35210.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS NOT CHANGED ANY PROCESSES FROM PRIOR YEAR.
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 XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630376518
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RETIREMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01521 COOPER HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd035210
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00

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