Civic Intelligence

Wesley Acres II - a Methodist Home for the Aging

990 • Fiscal year 2018 • EIN 63-1190834

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

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

55th percentile

0.05x

Higher debt load relative to assets than 55% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

84th percentile

0.44x

Higher debt load relative to revenue than 84% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

8th percentile

-39%

Higher net margin than 8% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

31st percentile

-3.6%

Faster asset growth than 31% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

46th percentile

2.0%

Faster revenue growth than 46% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$756,562

Down $28,171 (-3.6%) from 2017

Net Assets

Down

$718,165

Down $33,844 (-4.5%) from 2017

Liabilities

Up

$38,397

Up $5,673 (+17%) from 2017

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin8th percentile

Revenue

Up

$86,785

Up $1,721 (+2.0%) from 2017

Expenses

Up

$120,629

Up $18,086 (+18%) from 2017

Net Income

Down

-$33,844

Down $16,365 (-94%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2018

Assets$756,562
Liabilities$38,397
Net Assets$718,165
Open 2018 Filing

Operations Trend

Revenue Growth46th 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

2018

Revenue$86,785
Expenses$120,629
Net Income-$33,844
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 24, 2018
Return Version
2017v2.3
Gross Receipts
$86,785
Mission and Program Overview

Mission

SUBSIDIZED HOUSING

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$740,678$714,338▼ $26,340
Prepaid Expenses and Deferred Charges$5,930$6,387▲ $457
Accounts Receivable$3,126$5,479▲ $2,353
Cash and Non-Interest-Bearing Accounts$10,950$310▼ $10,640
Total Assets$784,733$756,562▼ $28,171
Other Assets Total$24,049$30,048▲ $5,999
Liabilities
Accounts Payable and Accrued Expenses$27,378$33,117▲ $5,739
Other Liabilities$5,346$5,280▼ $66
Total Liabilities$32,724$38,397▲ $5,673
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,060,090$1,060,090→ $0
Unrestricted Net Assets$-308,081$-341,925▼ $33,844
Total Net Assets Fund Balance$752,009$718,165▼ $33,844
Total Liabilities and Net Assets / Fund Balance$784,733$756,562▼ $28,171

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$666,518$458,192$1,124,710
Equipment$5,936$72,810$78,746
Other Land Buildings$5,882$40,563$46,445
Land$36,002-$36,002
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Bob MckeeChair
Charles LongVice Chair
Christopher Tomlin CEO - MhaCEO
W Bruce Akins CFO - MhaCFO
Bobby ScalesSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$86,762
Investment Income
$23
Other Revenue
$0
Change in Net Assets
$-33,844

Audited Revenue Reconciliation

Revenue per Audited Statements
$86,785
Total Revenue per Audited Statements
$86,785
Total Revenue per Form 990
$86,785
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$86,842
Salaries, Compensation, and Employee Benefits$33,787
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$31,700--$31,700
Other Salaries and Wages$30,941--$30,941
Fees for Services Accounting$10,585--$10,585
Insurance$7,937--$7,937
Fees for Services Management-$5,436-$5,436
Payroll Taxes$2,379--$2,379
Other Expenses$2,239--$2,239
Office Expenses$859--$859
Other Employee Benefits$467--$467
All Other Expenses$50--$50
Total Functional Expenses$115,193$5,436$0$120,629

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$120,629
Total Expenses per Audited Statements$120,629
Total Expenses per Form 990$120,629
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$5,280
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 CFO - Mha
Title
CFO
Phone
2059512442
Signed
2018-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Tomlin CEO - Mha
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 419 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/BOYAmt027378
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt033117
IRS990/AccountsReceivableGrp/BOYAmt03126
IRS990/AccountsReceivableGrp/EOYAmt05479
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUBSIDIZED HOUSING
IRS990/AllOtherExpensesGrp/ProgramServicesAmt050
IRS990/AllOtherExpensesGrp/TotalAmt050
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/BOYAmt010950
IRS990/CashNonInterestBearingGrp/EOYAmt0310
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/CYInvestmentIncomeAmt023
IRS990/CYOtherExpensesAmt086842
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt086762
IRS990/CYRevenuesLessExpensesAmt0-33844
IRS990/CYSalariesCompEmpBnftPaidAmt033787
IRS990/CYTotalExpensesAmt0120629
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt086785
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ProgramServicesAmt031700
IRS990/DepreciationDepletionGrp/TotalAmt031700
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/ExpenseAmt0115193
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt010585
IRS990/FeesForServicesAccountingGrp/TotalAmt010585
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt05436
IRS990/FeesForServicesManagementGrp/TotalAmt05436
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/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0BOB MCKEE
IRS990/Form990PartVIISectionAGrp/PersonNm1BOBBY SCALES
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES LONG
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRISTOPHER TOMLIN CEO - MHA
IRS990/Form990PartVIISectionAGrp/PersonNm4W 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/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt4CFO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt086785
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt07937
IRS990/InsuranceGrp/TotalAmt07937
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt023
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0571565
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0740678
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0714338
IRS990/LandBldgEquipCostOrOtherBssAmt01285903
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/NetAssetsOrFundBalancesBOYAmt0752009
IRS990/NetAssetsOrFundBalancesEOYAmt0718165
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt0859
IRS990/OfficeExpensesGrp/TotalAmt0859
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt024049
IRS990/OtherAssetsTotalGrp/EOYAmt030048
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0467
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0467
IRS990/OtherExpensesGrp/Desc0ELECTRICITY
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc2CONTRACTS
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt013505
IRS990/OtherExpensesGrp/ProgramServicesAmt111550
IRS990/OtherExpensesGrp/ProgramServicesAmt22981
IRS990/OtherExpensesGrp/ProgramServicesAmt32239
IRS990/OtherExpensesGrp/TotalAmt013505
IRS990/OtherExpensesGrp/TotalAmt111550
IRS990/OtherExpensesGrp/TotalAmt22981
IRS990/OtherExpensesGrp/TotalAmt32239
IRS990/OtherLiabilitiesGrp/BOYAmt05346
IRS990/OtherLiabilitiesGrp/EOYAmt05280
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt030941
IRS990/OtherSalariesAndWagesGrp/TotalAmt030941
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt02379
IRS990/PayrollTaxesGrp/TotalAmt02379
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05930
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06387
IRS990/PrincipalOfficerNm0CHRISTOPHER TOMLIN CEO - MHA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERV REV-RELATED
IRS990/ProgramServiceRevenueGrp/Desc1OTHER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt085977
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1785
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt085977
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1785
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt016
IRS990/PYOtherExpensesAmt071097
IRS990/PYProgramServiceRevenueAmt085048
IRS990/PYRevenuesLessExpensesAmt0-17479
IRS990/PYSalariesCompEmpBnftPaidAmt031446
IRS990/PYTotalExpensesAmt0102543
IRS990/PYTotalRevenueAmt085064
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-33844
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt086762
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt043
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0132
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt086842
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt085064
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt083252
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt071801
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt066557
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0393516
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt043
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0132
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt0393516
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt086842
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt085064
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt083252
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt071801
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt066557
IRS990ScheduleA/Total509Grp/TotalAmt0393516
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt086865
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt085080
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt083282
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt071821
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt066600
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0393648
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0666518
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0458192
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01124710
IRS990ScheduleD/EquipmentGrp/BookValueAmt05936
IRS990ScheduleD/EquipmentGrp/DepreciationAmt072810
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt078746
IRS990ScheduleD/ExpensesSubtotalAmt0120629
IRS990ScheduleD/LandGrp/BookValueAmt036002
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt036002
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05882
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt040563
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt046445
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05280
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/RevenueSubtotalAmt086785
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0714338
IRS990ScheduleD/TotalExpensesPerForm990Amt0120629
IRS990ScheduleD/TotalLiabilityAmt05280
IRS990ScheduleD/TotalRevenuePerForm990Amt086785
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt086785
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0120629
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/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt110
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/InvolvedAmt05436
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt130941
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/TotalAssetsBOYAmt0784733
IRS990/TotalAssetsEOYAmt0756562
IRS990/TotalAssetsGrp/BOYAmt0784733
IRS990/TotalAssetsGrp/EOYAmt0756562
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05436
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0115193
IRS990/TotalFunctionalExpensesGrp/TotalAmt0120629
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt032724
IRS990/TotalLiabilitiesEOYAmt038397
IRS990/TotalLiabilitiesGrp/BOYAmt032724
IRS990/TotalLiabilitiesGrp/EOYAmt038397
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0752009
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0718165
IRS990/TotalProgramServiceExpensesAmt0115193
IRS990/TotalProgramServiceRevenueAmt086762
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt086785
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt086785
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0784733
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0756562
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-308081
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-341925
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
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0A73F6472ECBE97AD659004570679A5BDE4539897
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A73F6472ECBE97AD659004570679A5BDE4539897

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$756,562
Liabilities
$38,397
Net assets
$718,165
Revenue
$86,785
Expenses
$120,629
Net income
-$33,844
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