Civic Intelligence

Wesley Apartments-A Methodist Home for the Aging Inc.

990 • Fiscal year 2018 • EIN 63-0851067

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 24, 2018

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

98th percentile

1.87x

Higher debt load relative to assets than 98% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

95th percentile

4.86x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

25th percentile

-6.4%

Higher net margin than 25% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

81st percentile

20%

Faster asset growth than 81% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

43rd percentile

1.3%

Faster revenue growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,867,758

Up $308,307 (+20%) from 2017

Net Assets

Down

-$1,633,714

Down $46,129 (-2.9%) from 2017

Liabilities

Up

$3,501,472

Up $354,436 (+11%) from 2017

Revenue

Up

$719,958

Up $9,487 (+1.3%) from 2017

Expenses

Down

$766,087

Down $21,542 (-2.7%) from 2017

Net Income

Up

-$46,129

Up $31,029 (+40%) from 2017

Historical Trend

Balance Sheet Trend

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

$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

2018

Assets$1,867,758
Liabilities$3,501,472
Net Assets-$1,633,714

Operations Trend

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

2018

Revenue$719,958
Expenses$766,087
Net Income-$46,129
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 24, 2018
Return Version
2017v2.3
Gross Receipts
$719,958
Mission and Program Overview

Mission

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

SUBSIDIZED HOUSING

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,374,696$1,659,503▲ $284,807
Prepaid Expenses and Deferred Charges$24,006$26,846▲ $2,840
Accounts Receivable$2,154$15,607▲ $13,453
Cash and Non-Interest-Bearing Accounts$2,977$1,687▼ $1,290
Total Assets$1,559,451$1,867,758▲ $308,307
Other Assets Total$155,618$164,115▲ $8,497
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,804,501$2,767,937▼ $36,564
Other Liabilities$64,394$445,541▲ $381,147
Accounts Payable and Accrued Expenses$278,141$287,994▲ $9,853
Total Liabilities$3,147,036$3,501,472▲ $354,436
Net Assets / Fund Balance
Unrestricted Net Assets$-1,587,585$-1,633,714▼ $46,129
Total Net Assets Fund Balance$-1,587,585$-1,633,714▼ $46,129
Total Liabilities and Net Assets / Fund Balance$1,559,451$1,867,758▲ $308,307

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,342,726$2,103,218$3,445,944
Equipment$137,256$252,795$390,051
Land$175,000-$175,000
Other Land Buildings$4,521$16,204$20,725
Leasehold Improvements-$1,107$1,107
Other Assets Org$1,424--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Christopher Tomlin CEO - MhaChair
W Bruce Akins CFO - MhaVice Chair
-CEO
-CFO
-Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$719,947
Investment Income
$11
Other Revenue
$0
Change in Net Assets
$-46,129

Audited Revenue Reconciliation

Revenue per Audited Statements
$719,958
Total Revenue per Audited Statements
$719,958
Total Revenue per Form 990
$719,958
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$580,443
Salaries, Compensation, and Employee Benefits$185,644
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$201,669--$201,669
Other Salaries and Wages$157,341--$157,341
Depreciation Depletion$115,820--$115,820
All Other Expenses$65,013--$65,013
Fees for Services Management-$32,346-$32,346
Other Expenses$16,678--$16,678
Other Employee Benefits$16,400--$16,400
Payroll Taxes$11,903--$11,903
Fees for Services Accounting$11,585--$11,585
Office Expenses$10,623--$10,623
Total Functional Expenses$733,741$32,346$0$766,087

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$766,087
Total Expenses per Audited Statements$766,087
Total Expenses per Form 990$766,087
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 & Notes Payab$412,539
Tenant Deposits Held in T$16,517
Accrued I/p-1st Mortgage$16,485
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 apartments has a hud approved management contract with methodist home for the aging (the sponsor and controlling entity). Officers are appointed by the board of methodist home for the aging.

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

The 990 is reviewed by the methodist home for the aging executive staff and wesley apartments' officers.

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

All interest 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

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.

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

See above - wesley apartments' officers are not compensated.

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 Apartments-a Methodist Home
EIN
63-0851067
Address
1520 COOPER HILL ROAD, BIRMINGHAM, AL 35210

Signing Officer

Name
W Bruce Akins CFO - Mha
Title
CFO
Phone
2059512442
Signed
2018-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Tomlin CEO - Mha
Formed
1983
Legal Domicile
Al
Voting Board Members
3
Independent Board Members
3
Employees
10

Preparer

Firm
Cooke Cameron Travis & Company Pc
Address
2109 DEVEREUX CIR, BIRMINGHAM, AL 35243
Preparer
Michael W Cooke
Phone
2059670101
Raw XML AppendixShowing 400 of 429 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/BOYAmt0278141
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0287994
IRS990/AccountsReceivableGrp/BOYAmt02154
IRS990/AccountsReceivableGrp/EOYAmt015607
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUBSIDIZED HOUSING
IRS990/AllOtherExpensesGrp/ProgramServicesAmt065013
IRS990/AllOtherExpensesGrp/TotalAmt065013
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0BRUCE 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/BOYAmt02977
IRS990/CashNonInterestBearingGrp/EOYAmt01687
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt011
IRS990/CYOtherExpensesAmt0580443
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0719947
IRS990/CYRevenuesLessExpensesAmt0-46129
IRS990/CYSalariesCompEmpBnftPaidAmt0185644
IRS990/CYTotalExpensesAmt0766087
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0719958
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0115820
IRS990/DepreciationDepletionGrp/TotalAmt0115820
IRS990/Desc0HOUSING PROVIDED FOR THE ELDERLY AND DISADVANTAGED FINANCED WITH HUD SEC. 8 AND 207 FUNDS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt010
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0733741
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt011585
IRS990/FeesForServicesAccountingGrp/TotalAmt011585
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt032346
IRS990/FeesForServicesManagementGrp/TotalAmt032346
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0MAUDINE HOLLOWAY
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1TOM HAMMONS
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt2JAIME STEELE
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine2Txt0WESLEY APARTMENTS
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine2Txt1WESLEY APARTMENTS
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine2Txt2WESLEY APARTMENTS
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/PersonNm0CHRISTOPHER TOMLIN CEO - MHA
IRS990/Form990PartVIISectionAGrp/PersonNm1W BRUCE AKINS CFO - MHA
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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt4CFO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0719958
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/ProgramServicesAmt0201669
IRS990/InterestGrp/TotalAmt0201669
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt011
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02373324
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01374696
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01659503
IRS990/LandBldgEquipCostOrOtherBssAmt04032827
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUBSIDIZED HOUSING
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02804501
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02767937
IRS990/NetAssetsOrFundBalancesBOYAmt0-1587585
IRS990/NetAssetsOrFundBalancesEOYAmt0-1633714
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt010623
IRS990/OfficeExpensesGrp/TotalAmt010623
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0155618
IRS990/OtherAssetsTotalGrp/EOYAmt0164115
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt016400
IRS990/OtherEmployeeBenefitsGrp/TotalAmt016400
IRS990/OtherExpensesGrp/Desc0ELECTRICITY
IRS990/OtherExpensesGrp/Desc1GAS
IRS990/OtherExpensesGrp/Desc2OTHER ELDER CARE
IRS990/OtherExpensesGrp/Desc3CONTRACTS
IRS990/OtherExpensesGrp/ProgramServicesAmt072765
IRS990/OtherExpensesGrp/ProgramServicesAmt129903
IRS990/OtherExpensesGrp/ProgramServicesAmt224041
IRS990/OtherExpensesGrp/ProgramServicesAmt316678
IRS990/OtherExpensesGrp/TotalAmt072765
IRS990/OtherExpensesGrp/TotalAmt129903
IRS990/OtherExpensesGrp/TotalAmt224041
IRS990/OtherExpensesGrp/TotalAmt316678
IRS990/OtherLiabilitiesGrp/BOYAmt064394
IRS990/OtherLiabilitiesGrp/EOYAmt0445541
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0157341
IRS990/OtherSalariesAndWagesGrp/TotalAmt0157341
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt011903
IRS990/PayrollTaxesGrp/TotalAmt011903
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024006
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026846
IRS990/PrincipalOfficerNm0CHRISTOPHER TOMLIN CEO - MHA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TENANT ASSISTANCE PAYMENTS
IRS990/ProgramServiceRevenueGrp/Desc1RENT INCOME-GROSS POTENTIAL
IRS990/ProgramServiceRevenueGrp/Desc2OTHER ELDERLY CARE & REVENUES
IRS990/ProgramServiceRevenueGrp/Desc3LAUNDRY & VENDING INCOME
IRS990/ProgramServiceRevenueGrp/Desc4VACANCY LOSS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0480796
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1244321
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt223247
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32275
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4-30692
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0480796
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1244321
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt223247
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32275
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4-30692
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt012
IRS990/PYOtherExpensesAmt0607335
IRS990/PYProgramServiceRevenueAmt0710459
IRS990/PYRevenuesLessExpensesAmt0-77158
IRS990/PYSalariesCompEmpBnftPaidAmt0180294
IRS990/PYTotalExpensesAmt0787629
IRS990/PYTotalRevenueAmt0710471
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-46129
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0719947
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0719947
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0710471
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0715458
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0659696
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0654421
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03459993
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt080
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt03459993
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0719947
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0710471
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0715458
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0659696
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0654421
IRS990ScheduleA/Total509Grp/TotalAmt03459993
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0719958
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0710483
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0715479
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0659713
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0654440
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03460073
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01342726
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02103218
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03445944
IRS990ScheduleD/EquipmentGrp/BookValueAmt0137256
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0252795
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0390051
IRS990ScheduleD/ExpensesSubtotalAmt0766087
IRS990ScheduleD/LandGrp/BookValueAmt0175000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0175000
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01107
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01107
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt099801
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt136789
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt218694
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt37407
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt41424
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEFERRED LOAN COSTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1MORTGAGE RESERVE ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3MORTGAGE MIP ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4MORTGAGE INSURANCE ESCROW
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04521
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt016204
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt020725
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0412539
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt116517
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt216485
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LOANS & NOTES PAYAB
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT DEPOSITS HELD IN T
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED I/P-1ST MORTGAGE
IRS990ScheduleD/RevenueSubtotalAmt0719958
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01659503
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0164115
IRS990ScheduleD/TotalExpensesPerForm990Amt0766087
IRS990ScheduleD/TotalLiabilityAmt0445541
IRS990ScheduleD/TotalRevenuePerForm990Amt0719958
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0719958
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0766087
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WESLEY APARTMENTS HAS A HUD APPROVED MANAGEMENT CONTRACT WITH METHODIST HOME FOR THE AGING (THE SPONSOR AND CONTROLLING ENTITY). OFFICERS ARE APPOINTED BY THE BOARD OF METHODIST HOME FOR THE AGING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE METHODIST HOME FOR THE AGING EXECUTIVE STAFF AND WESLEY APARTMENTS' OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL INTEREST 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/ExplanationTxt3THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SEE ABOVE - WESLEY APARTMENTS' OFFICERS ARE NOT COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BY APPOINTMENT, INSPECTION CAN BE MADE AT 1520 COOPER HILL RD, BIRMINGHAM, AL 35210.
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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0YES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine2Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630376518
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0L/T CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt01520 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/InvolvedAmt033624
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine2Txt0METHODIST 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/TotalAssetsBOYAmt01559451
IRS990/TotalAssetsEOYAmt01867758
IRS990/TotalAssetsGrp/BOYAmt01559451
IRS990/TotalAssetsGrp/EOYAmt01867758
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032346
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0733741
IRS990/TotalFunctionalExpensesGrp/TotalAmt0766087
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03147036
IRS990/TotalLiabilitiesEOYAmt03501472
IRS990/TotalLiabilitiesGrp/BOYAmt03147036
IRS990/TotalLiabilitiesGrp/EOYAmt03501472
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-1587585
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-1633714
IRS990/TotalProgramServiceExpensesAmt0733741
IRS990/TotalProgramServiceRevenueAmt0719947
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0719958
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0719958
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01559451
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01867758
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-1587585
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-1633714
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0W BRUCE AKINS CFO - MHA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02059512442
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-24

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.$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