Civic Intelligence

Wesley Apartments-A Methodist Home for the Aging Inc.

990 • Fiscal year 2021 • EIN 63-0851067

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 19, 2022

Organization ProfileN/A
1520 Cooper Hill RoadBirmingham, AL 35210

(205) 951-2442

Siviq Scores

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

Liabilities / Assets

98th percentile

1.88x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

96th percentile

4.46x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

40th percentile

7.2%

Higher net margin than 40% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

21st percentile

-2.0%

Faster asset growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

29th percentile

-1.7%

Faster revenue growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$1,759,777

Down $36,282 (-2.0%) from 2020

Net Assets

Up

-$1,542,223

Up $53,640 (+3.4%) from 2020

Liabilities

Down

$3,302,000

Down $89,922 (-2.7%) from 2020

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin40th percentile

Revenue

Down

$739,999

Down $12,699 (-1.7%) from 2020

Expenses

Down

$686,359

Down $7,505 (-1.1%) from 2020

Net Income

Down

$53,640

Down $5,194 (-8.8%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

2021

Assets$1,759,777
Liabilities$3,302,000
Net Assets-$1,542,223
Open 2021 Filing

Operations Trend

Revenue Growth29th percentile

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

2021

Revenue$739,999
Expenses$686,359
Net Income$53,640
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 19, 2022
Return Version
2020v4.2
Gross Receipts
$739,999
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$1,536,803$1,449,744▼ $87,059
Prepaid Expenses and Deferred Charges$25,560$32,339▲ $6,779
Cash and Non-Interest-Bearing Accounts$8,771$18,804▲ $10,033
Accounts Receivable$4,329$7,400▲ $3,071
Total Assets$1,796,059$1,759,777▼ $36,282
Other Assets Total$220,596$251,490▲ $30,894
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,650,997$2,583,965▼ $67,032
Other Liabilities$428,425$453,293▲ $24,868
Accounts Payable and Accrued Expenses$312,500$264,742▼ $47,758
Total Liabilities$3,391,922$3,302,000▼ $89,922
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,595,863$-1,542,223▲ $53,640
Total Net Assets Fund Balance$-1,595,863$-1,542,223▲ $53,640
Total Liabilities and Net Assets / Fund Balance$1,796,059$1,759,777▼ $36,282

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,103,505$2,372,125$3,475,630
Equipment$168,218$324,739$492,957
Land$175,000-$175,000
Other Land Buildings$3,021$17,704$20,725
Other Assets Org$248--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Maudine HollowayChair
Rev Thomas L Hammonds JrVice Chair
Christopher TomlinCEO-mha
W Bruce AkinsCFO-mha
James W SteelSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$739,988
Investment Income
$11
Other Revenue
$0
Change in Net Assets
$53,640

Audited Revenue Reconciliation

Revenue per Audited Statements
$739,999
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$739,999
Total Revenue per Form 990
$739,999
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$528,351
Salaries, Compensation, and Employee Benefits$158,008
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$245,770--$245,770
Other Salaries and Wages$138,067--$138,067
Depreciation Depletion$111,917--$111,917
Fees for Services Management-$33,598-$33,598
Office Expenses$19,160--$19,160
Fees for Services Accounting-$14,500-$14,500
Other Expenses$11,767--$11,767
Payroll Taxes$10,403--$10,403
Other Employee Benefits$9,538--$9,538
All Other Expenses$2,526--$2,526
Insurance$2,041--$2,041
Advertising$254--$254
Total Functional Expenses$638,261$48,098$0$686,359

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$686,359
Total Expenses per Audited Statements$686,359
Total Expenses per Form 990$686,359
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$437,176
Tenant Deposits Held in Trust$16,117
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 wesley apartments 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- welsley apartment officers are not compensated.”

Form 990, Part VI, Section C, Line 18

“Governing documents and form 990 are available for public inspection by appointment, examination can be made at 1520 cooper hill road, birmingham, al 35210.”

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
W Bruce Akins Cfo-mha
Title
CFO
Phone
2059512442
Signed
2022-04-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Tomlin Ceo-m
Formed
1983
Legal Domicile
Al
Voting Board Members
5
Independent Board Members
5
Employees
8
Volunteers
0

Preparer

Firm
Aprio Llp
Address
5 CONCOURSE PARKWAY SUITE 1000, ATLANTA, GA 30328
Preparer
John Santamour
Phone
4048929651
Raw XML AppendixShowing 400 of 458 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/BOYAmt0312500
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0264742
IRS990/AccountsReceivableGrp/BOYAmt04329
IRS990/AccountsReceivableGrp/EOYAmt07400
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUBSIDIZED HOUSING
IRS990/AdvertisingGrp/ProgramServicesAmt0254
IRS990/AdvertisingGrp/TotalAmt0254
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02526
IRS990/AllOtherExpensesGrp/TotalAmt02526
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0W BRUCE AKINS
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/BOYAmt08771
IRS990/CashNonInterestBearingGrp/EOYAmt018804
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt011
IRS990/CYOtherExpensesAmt0528351
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0739988
IRS990/CYRevenuesLessExpensesAmt053640
IRS990/CYSalariesCompEmpBnftPaidAmt0158008
IRS990/CYTotalExpensesAmt0686359
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0739999
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0111917
IRS990/DepreciationDepletionGrp/TotalAmt0111917
IRS990/Desc0HOUSING PROVIDED FOR ELDERLY AND ECONOMICALLY DISADVANTAGED. PROJECT FINANCING WAS WITH HUD SECTION 8 AND 207 FUNDS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0638261
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014500
IRS990/FeesForServicesAccountingGrp/TotalAmt014500
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt033598
IRS990/FeesForServicesManagementGrp/TotalAmt033598
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/PersonNm0MAUDINE HOLLOWAY
IRS990/Form990PartVIISectionAGrp/PersonNm1REV THOMAS L HAMMONDS JR
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES W STEEL
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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3CEO-MHA
IRS990/Form990PartVIISectionAGrp/TitleTxt4CFO-MHA
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0739999
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt02041
IRS990/InsuranceGrp/TotalAmt02041
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt011
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02714568
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01536803
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01449744
IRS990/LandBldgEquipCostOrOtherBssAmt04164312
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0HOUSING PROVIDED FOR THE ELDERLY AND DISADVANTAGED FINANCED WITH HUD SECTION 8 AND 207 FUNDS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02650997
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02583965
IRS990/NetAssetsOrFundBalancesBOYAmt0-1595863
IRS990/NetAssetsOrFundBalancesEOYAmt0-1542223
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-1595863
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-1542223
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0245770
IRS990/OccupancyGrp/TotalAmt0245770
IRS990/OfficeExpensesGrp/ProgramServicesAmt019160
IRS990/OfficeExpensesGrp/TotalAmt019160
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0220596
IRS990/OtherAssetsTotalGrp/EOYAmt0251490
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09538
IRS990/OtherEmployeeBenefitsGrp/TotalAmt09538
IRS990/OtherExpensesGrp/Desc0MISC OPERATING
IRS990/OtherExpensesGrp/Desc1CONTRACTS
IRS990/OtherExpensesGrp/Desc2OTHER ELDER CARE
IRS990/OtherExpensesGrp/Desc3MORTGAGE INTEREST PREMI
IRS990/OtherExpensesGrp/ProgramServicesAmt034501
IRS990/OtherExpensesGrp/ProgramServicesAmt127667
IRS990/OtherExpensesGrp/ProgramServicesAmt224650
IRS990/OtherExpensesGrp/ProgramServicesAmt311767
IRS990/OtherExpensesGrp/TotalAmt034501
IRS990/OtherExpensesGrp/TotalAmt127667
IRS990/OtherExpensesGrp/TotalAmt224650
IRS990/OtherExpensesGrp/TotalAmt311767
IRS990/OtherLiabilitiesGrp/BOYAmt0428425
IRS990/OtherLiabilitiesGrp/EOYAmt0453293
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0138067
IRS990/OtherSalariesAndWagesGrp/TotalAmt0138067
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt010403
IRS990/PayrollTaxesGrp/TotalAmt010403
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025560
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt032339
IRS990/PrincipalOfficerNm0CHRISTOPHER TOMLIN CEO-M
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/Desc0TENANT ASSISTANCE PAYM
IRS990/ProgramServiceRevenueGrp/Desc1RENT INCOME-GROSS POTE
IRS990/ProgramServiceRevenueGrp/Desc2OTHER ELDERLY CARE AND
IRS990/ProgramServiceRevenueGrp/Desc3LAUNDRY AND VENDING
IRS990/ProgramServiceRevenueGrp/Desc4VACANCY LOSS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0494394
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1269491
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt227625
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31931
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4-53453
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0494394
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1269491
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt227625
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31931
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4-53453
IRS990/ProgSrvcAccomActy2Grp/Desc0N/A
IRS990/ProgSrvcAccomActy3Grp/Desc0N/A
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt019
IRS990/PYOtherExpensesAmt0519115
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0752679
IRS990/PYRevenuesLessExpensesAmt058834
IRS990/PYSalariesCompEmpBnftPaidAmt0174749
IRS990/PYTotalExpensesAmt0693864
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0752698
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt053640
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0739999
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt070
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0739999
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0752679
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0737611
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0719947
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0710471
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03660707
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt070
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt03660707
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0739999
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0752679
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0737611
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0719947
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0710471
IRS990ScheduleA/Total509Grp/TotalAmt03660707
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0740010
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0752698
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0737628
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0719958
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0710483
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03660777
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01103505
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02372125
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03475630
IRS990ScheduleD/EquipmentGrp/BookValueAmt0168218
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0324739
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0492957
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0686359
IRS990ScheduleD/LandGrp/BookValueAmt0175000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0175000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt091331
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1131825
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt219991
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt37576
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt4519
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt5248
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/OtherAssetsOrgGrp/Desc5MORTGAGE TAX ESCROW
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03021
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt017704
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt020725
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0437176
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt116117
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LOANS AND NOTES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0739999
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01449744
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0251490
IRS990ScheduleD/TotalExpensesPerForm990Amt0686359
IRS990ScheduleD/TotalLiabilityAmt0453293
IRS990ScheduleD/TotalRevenuePerForm990Amt0739999
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0739999
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0686359
IRS990/ScheduleJRequiredInd00
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 WESLEY APARTMENTS 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- WELSLEY 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/ExplanationTxt5GOVERNING 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/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 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0YES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630376518
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LONG TERM CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd035210
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt033598
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01796059
IRS990/TotalAssetsEOYAmt01759777
IRS990/TotalAssetsGrp/BOYAmt01796059
IRS990/TotalAssetsGrp/EOYAmt01759777
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt048098
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0638261
IRS990/TotalFunctionalExpensesGrp/TotalAmt0686359
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03391922
IRS990/TotalLiabilitiesEOYAmt03302000
IRS990/TotalLiabilitiesGrp/BOYAmt03391922
IRS990/TotalLiabilitiesGrp/EOYAmt03302000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-1595863
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-1542223

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,759,777
Liabilities
$3,302,000
Net assets
-$1,542,223
Revenue
$739,999
Expenses
$686,359
Net income
$53,640
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $1M-$5M nonprofits