Civic Intelligence

Wesley Acres II - a Methodist Home for the Aging

990 • Fiscal year 2015 • EIN 63-1190834

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 28, 2015

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

49th percentile

0.04x

Higher debt load relative to assets than 49% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

82nd percentile

0.44x

Higher debt load relative to revenue than 82% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

7th percentile

-42%

Higher net margin than 7% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

32nd percentile

-3.2%

Faster asset growth than 32% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

59th percentile

7.9%

Faster revenue growth than 59% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$823,320

Down $27,308 (-3.2%) from 2014

Net Assets

Down

$791,457

Down $30,178 (-3.7%) from 2014

Liabilities

Up

$31,863

Up $2,870 (+9.9%) from 2014

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin7th percentile

Revenue

Up

$71,801

Up $5,244 (+7.9%) from 2014

Expenses

Down

$101,979

Down $5,787 (-5.4%) from 2014

Net Income

Up

-$30,178

Up $11,031 (+27%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$1.0M$500K$0Assets 2011: $938,899Liabilities 2011: $24,692Net Assets 2011: $914,2072011Assets 2012: $914,088Liabilities 2012: $22,633Net Assets 2012: $891,4552012Assets 2013: $890,107Liabilities 2013: $27,263Net Assets 2013: $862,8442013Assets 2014: $850,628Liabilities 2014: $28,993Net Assets 2014: $821,6352014Assets 2015: $823,320Liabilities 2015: $31,863Net Assets 2015: $791,4572015Assets 2016: $800,399Liabilities 2016: $30,911Net Assets 2016: $769,4882016Assets 2017: $784,733Liabilities 2017: $32,724Net Assets 2017: $752,0092017Assets 2018: $756,562Liabilities 2018: $38,397Net Assets 2018: $718,1652018Assets 2019: $733,042Liabilities 2019: $48,259Net Assets 2019: $684,7832019Assets 2020: $710,910Liabilities 2020: $44,362Net Assets 2020: $666,5482020Assets 2021: $692,433Liabilities 2021: $49,694Net Assets 2021: $642,7392021Assets 2022: $669,496Liabilities 2022: $54,108Net Assets 2022: $615,3882022Assets 2023: $641,271Liabilities 2023: $54,097Net Assets 2023: $587,1742023Assets 2024: $616,605Liabilities 2024: $63,543Net Assets 2024: $553,0622024

Highlighted filing

2015

Assets$823,320
Liabilities$31,863
Net Assets$791,457
Open 2015 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $65,936Expenses 2011: $97,932Net Income 2011: -$31,9962011Expenses 2012: $88,6342012Expenses 2013: $95,3242013Revenue 2014: $66,557Expenses 2014: $107,766Net Income 2014: -$41,2092014Revenue 2015: $71,801Expenses 2015: $101,979Net Income 2015: -$30,1782015Revenue 2016: $83,252Expenses 2016: $105,221Net Income 2016: -$21,9692016Revenue 2017: $85,064Expenses 2017: $102,543Net Income 2017: -$17,4792017Revenue 2018: $86,785Expenses 2018: $120,629Net Income 2018: -$33,8442018Revenue 2019: $84,187Expenses 2019: $117,569Net Income 2019: -$33,3822019Revenue 2020: $85,016Expenses 2020: $103,251Net Income 2020: -$18,2352020Revenue 2021: $81,465Expenses 2021: $105,274Net Income 2021: -$23,8092021Revenue 2022: $83,375Expenses 2022: $110,726Net Income 2022: -$27,3512022Revenue 2023: $83,666Expenses 2023: $111,880Net Income 2023: -$28,2142023Revenue 2024: $80,012Expenses 2024: $114,125Net Income 2024: -$34,1132024

Highlighted filing

2015

Revenue$71,801
Expenses$101,979
Net Income-$30,178
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 28, 2015
Return Version
2014v6.0
Gross Receipts
$71,801
Mission and Program Overview

Mission

SUBSIDIZED HOUSING

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$788,768$763,506▼ $25,262
Prepaid Expenses and Deferred Charges$6,269$7,728▲ $1,459
Cash and Non-Interest-Bearing Accounts$3,850$2,354▼ $1,496
Accounts Receivable-$66-
Total Assets$850,628$823,320▼ $27,308
Other Assets Total$51,741$49,666▼ $2,075
Liabilities
Accounts Payable and Accrued Expenses$23,764$26,747▲ $2,983
Other Liabilities$5,229$5,116▼ $113
Total Liabilities$28,993$31,863▲ $2,870
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,060,090$1,060,090→ $0
Unrestricted Net Assets$-238,455$-268,633▼ $30,178
Total Net Assets Fund Balance$821,635$791,457▼ $30,178
Total Liabilities and Net Assets / Fund Balance$850,628$823,320▼ $27,308

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$714,907$373,977$1,088,884
Equipment$1,143$70,732$71,875
Other Land Buildings$11,454$34,991$46,445
Land$36,002-$36,002
Other Assets Org$5,617--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Bob MckeeChair
Charles GattisVice Chair
Bobby ScalesSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$71,781
Investment Income
$20
Other Revenue
$0
Change in Net Assets
$-30,178

Audited Revenue Reconciliation

Revenue per Audited Statements
$71,801
Total Revenue per Audited Statements
$71,801
Total Revenue per Form 990
$71,801
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$71,832
Salaries, Compensation, and Employee Benefits$30,147
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$29,584--$29,584
Other Salaries and Wages$26,038--$26,038
Fees for Services Accounting$9,880--$9,880
Insurance$7,066--$7,066
Fees for Services Management-$4,389-$4,389
Other Employee Benefits$2,129--$2,129
Payroll Taxes$1,980--$1,980
All Other Expenses$1,698--$1,698
Other Expenses$1,009--$1,009
Advertising$366--$366
Total Functional Expenses$97,590$4,389$0$101,979

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$101,979
Total Expenses per Audited Statements$101,979
Total Expenses per Form 990$101,979
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
Tenant Deposits Held in Trust$5,059
Tenant Deposits Interest$57
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Page 6, Part VI, Line 3

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

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

“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, Page 6, Part VI, Line 15A

“The finance committee of the methodist home for the aging board shall set the compensation for the executive staff. The executive staff shall recommend compensation for key employees and staff for 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 acres ii officers are not compensated”

Form 990, Page 6, Part VI, Line 19

“By appointment examination can be made at 1520 cooper hill road, birmingham, al 35210.”

Filing and Contact Details

Filer

Filer Name
Wesley Acres Ii - a Methodist Home
EIN
63-1190834
Phone
2059512442
Address
1520 COOPER HILL ROAD, BIRMINGHAM, AL 35210

Signing Officer

Name
W Bruce Akins
Title
CFO - Mha
Phone
2059512442
Signed
2015-12-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Tomlin Mha-ceo
Formed
1997
Legal Domicile
Al
Voting Board Members
3
Independent Board Members
3
Employees
0

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 409 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/BOYAmt023764
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt026747
IRS990/AccountsReceivableGrp/EOYAmt066
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUBSIDIZED HOUSING
IRS990/AdvertisingGrp/ProgramServicesAmt0366
IRS990/AdvertisingGrp/TotalAmt0366
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01698
IRS990/AllOtherExpensesGrp/TotalAmt01698
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
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/BOYAmt03850
IRS990/CashNonInterestBearingGrp/EOYAmt02354
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/CYInvestmentIncomeAmt020
IRS990/CYOtherExpensesAmt071832
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt071781
IRS990/CYRevenuesLessExpensesAmt0-30178
IRS990/CYSalariesCompEmpBnftPaidAmt030147
IRS990/CYTotalExpensesAmt0101979
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt071801
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt029584
IRS990/DepreciationDepletionGrp/TotalAmt029584
IRS990/Desc0EXPENSES TO PROVIDE HOUSING TO LOW INCOME PERSONS THOUGH HUD SECTION 202 AND SECTION 8 PROGRAMS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt097590
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt09880
IRS990/FeesForServicesAccountingGrp/TotalAmt09880
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt04389
IRS990/FeesForServicesManagementGrp/TotalAmt04389
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0BOB MCKEE
IRS990/Form990PartVIISectionAGrp/PersonNm1BOBBY SCALES
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES GATTIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt071801
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt07066
IRS990/InsuranceGrp/TotalAmt07066
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt020
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0479700
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0788768
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0763506
IRS990/LandBldgEquipCostOrOtherBssAmt01243206
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/NetAssetsOrFundBalancesBOYAmt0821635
IRS990/NetAssetsOrFundBalancesEOYAmt0791457
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt051741
IRS990/OtherAssetsTotalGrp/EOYAmt049666
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02129
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02129
IRS990/OtherExpensesGrp/Desc0ELECTRICITY
IRS990/OtherExpensesGrp/Desc1CONTRACTS
IRS990/OtherExpensesGrp/Desc2OFFICE EXPENSES
IRS990/OtherExpensesGrp/Desc3HEATNG/COOLNG REPAIRS & M
IRS990/OtherExpensesGrp/ProgramServicesAmt015102
IRS990/OtherExpensesGrp/ProgramServicesAmt11713
IRS990/OtherExpensesGrp/ProgramServicesAmt21025
IRS990/OtherExpensesGrp/ProgramServicesAmt31009
IRS990/OtherExpensesGrp/TotalAmt015102
IRS990/OtherExpensesGrp/TotalAmt11713
IRS990/OtherExpensesGrp/TotalAmt21025
IRS990/OtherExpensesGrp/TotalAmt31009
IRS990/OtherLiabilitiesGrp/BOYAmt05229
IRS990/OtherLiabilitiesGrp/EOYAmt05116
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt026038
IRS990/OtherSalariesAndWagesGrp/TotalAmt026038
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt01980
IRS990/PayrollTaxesGrp/TotalAmt01980
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06269
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07728
IRS990/PrincipalOfficerNm0CHRISTOPHER TOMLIN MHA-CEO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERV REV-RELATED
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt071781
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt071781
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt043
IRS990/PYOtherExpensesAmt070809
IRS990/PYProgramServiceRevenueAmt066514
IRS990/PYRevenuesLessExpensesAmt0-41209
IRS990/PYSalariesCompEmpBnftPaidAmt036957
IRS990/PYTotalExpensesAmt0107766
IRS990/PYTotalRevenueAmt066557
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-30178
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt071801
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt043
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0105
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0110
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0835
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01113
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt071801
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt066557
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt066713
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt065882
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt065936
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0336889
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt043
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0105
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0110
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0835
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01113
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99670
IRS990ScheduleA/PublicSupportPY509Pct00.99620
IRS990ScheduleA/PublicSupportTotal509Amt0336889
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071801
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066557
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt066713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt065882
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065936
IRS990ScheduleA/Total509Grp/TotalAmt0336889
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071821
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066600
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt066818
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt065992
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt066771
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0338002
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0714907
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0373977
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01088884
IRS990ScheduleD/EquipmentGrp/BookValueAmt01143
IRS990ScheduleD/EquipmentGrp/DepreciationAmt070732
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt071875
IRS990ScheduleD/ExpensesSubtotalAmt0101979
IRS990ScheduleD/LandGrp/BookValueAmt036002
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt036002
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt037020
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt17029
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt25617
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESIDUAL RECEIPTS RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2TENANT SECURITY DEPOSIT
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt011454
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt034991
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt046445
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05059
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt157
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT DEPOSITS INTEREST
IRS990ScheduleD/RevenueSubtotalAmt071801
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0763506
IRS990ScheduleD/TotalBookValueOtherAssetsAmt049666
IRS990ScheduleD/TotalExpensesPerForm990Amt0101979
IRS990ScheduleD/TotalLiabilityAmt05116
IRS990ScheduleD/TotalRevenuePerForm990Amt071801
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt071801
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0101979
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WESLEY ACRES II HAS A HUD APPROVED MANAGEMENT CONTRACT WITH METHODIST HOME FOR THE AGING(THE SPONSOR AND CONTROLLING ENTITY). WESLEY ACRES II BOARD/OFFICERS ARE APPOINTED BY THE BOARD OF THE METHODIST HOME FOR THE AGING A 501(C)(3) NOT FOR PROFIT CORPORATION ORGANIZED TO PROVIDE LONG TERM CARE FOR THE AGING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE METHODIST HOME FOR THE AGING EXECUTIVE STAFF AND WESLEY ACRES II OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL 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/ExplanationTxt3THE FINANCE COMMITTEE OF THE METHODIST HOME FOR THE AGING BOARD SHALL SET THE COMPENSATION FOR THE EXECUTIVE STAFF. THE EXECUTIVE STAFF SHALL RECOMMEND COMPENSATION FOR KEY EMPLOYEES AND STAFF FOR ALL THE FACILITIES. THE RECOMMENDATIONS ARE REVIEWED, APPROVED OR MODIFIED BY THE FINANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SEE ABOVE- WESLEY ACRES II OFFICERS ARE NOT COMPENSATED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BY APPOINTMENT EXAMINATION CAN BE MADE AT 1520 COOPER HILL ROAD, 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/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0YES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine2Txt0METHODIST HOMES FOR THE AGING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1WESLEY ACRES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt1WESLEY ACRES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630376518
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1630777878
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0L/T CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1HUD HOUSIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt19
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11520 COOPER HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt01520 COOPER HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt11520 COOPER HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd035210
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd135210
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt04389
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt125974
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1WESLEY ACRES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine2Txt0METHODIST HOMES FOR THE AGING
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine2Txt1WESLEY ACRES
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01060090
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01060090
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0850628
IRS990/TotalAssetsEOYAmt0823320
IRS990/TotalAssetsGrp/BOYAmt0850628
IRS990/TotalAssetsGrp/EOYAmt0823320
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04389
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt097590
IRS990/TotalFunctionalExpensesGrp/TotalAmt0101979
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt028993
IRS990/TotalLiabilitiesEOYAmt031863
IRS990/TotalLiabilitiesGrp/BOYAmt028993
IRS990/TotalLiabilitiesGrp/EOYAmt031863
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0821635
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0791457
IRS990/TotalProgramServiceExpensesAmt097590
IRS990/TotalProgramServiceRevenueAmt071781
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt071801
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt071801
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0850628
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0823320
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-238455
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-268633
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
IRS990/USAddress/CityNm0BIRMINGHAM
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035210
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0W BRUCE AKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO - MHA
ReturnHeader/BusinessOfficerGrp/PhoneNum02059512442
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESLEY ACRES II - A METHODIST HOME
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR THE AGING
ReturnHeader/Filer/BusinessNameControlTxt0WESL
ReturnHeader/Filer/EIN0631190834
ReturnHeader/Filer/PhoneNum02059512442
ReturnHeader/Filer/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035210
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631185848
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COOKE CAMERON TRAVIS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02109 DEVEREUX CIR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$823,320
Liabilities
$31,863
Net assets
$791,457
Revenue
$71,801
Expenses
$101,979
Net income
-$30,178
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.17$0.64$5.53$0.80$1.14$0.34
2023Detailed filing. Detailed filing data is available for this year.$6.41$0.54$5.87$0.84$1.12$0.28
2022Detailed filing. Detailed filing data is available for this year.$6.69$0.54$6.15$0.83$1.11$0.27
2021Detailed filing. Detailed filing data is available for this year.$6.92$0.50$6.43$0.81$1.05$0.24
2020Detailed filing. Detailed filing data is available for this year.$7.11$0.44$6.67$0.85$1.03$0.18
2019Detailed filing. Detailed filing data is available for this year.$7.33$0.48$6.85$0.84$1.18$0.33
2018Detailed filing. Detailed filing data is available for this year.$7.57$0.38$7.18$0.87$1.21$0.34
2017Detailed filing. Detailed filing data is available for this year.$7.85$0.33$7.52$0.85$1.03$0.17
2016Detailed filing. Detailed filing data is available for this year.$8.00$0.31$7.69$0.83$1.05$0.22
2015Detailed filing. Detailed filing data is available for this year.$8.23$0.32$7.91$0.72$1.02$0.30
2014Detailed filing. Detailed filing data is available for this year.$8.51$0.29$8.22$0.67$1.08$0.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.90$0.27$8.63$0.95
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.14$0.23$8.91$0.89
2011Summary only. Only limited summary data is available for this year.$9.39$0.25$9.14$0.66$0.98$0.32