Civic Intelligence

Wesley Acres II - a Methodist Home for the Aging

990 • Fiscal year 2022 • EIN 63-1190834

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

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

65th percentile

0.08x

Higher debt load relative to assets than 65% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

88th percentile

0.65x

Higher debt load relative to revenue than 88% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

35th percentile

-3.3%

Faster asset growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

43rd percentile

2.3%

Faster revenue growth than 43% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$669,496

Down $22,937 (-3.3%) from 2021

Net Assets

Down

$615,388

Down $27,351 (-4.3%) from 2021

Liabilities

Up

$54,108

Up $4,414 (+8.9%) from 2021

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin11th percentile

Revenue

Up

$83,375

Up $1,910 (+2.3%) from 2021

Expenses

Up

$110,726

Up $5,452 (+5.2%) from 2021

Net Income

Down

-$27,351

Down $3,542 (-15%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2022

Assets$669,496
Liabilities$54,108
Net Assets$615,388
Open 2022 Filing

Operations Trend

Revenue Growth43rd 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

2022

Revenue$83,375
Expenses$110,726
Net Income-$27,351
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.2
Gross Receipts
$83,375
Mission and Program Overview

Mission

SUBSIDIZED HOUSING

Subsidized housing for the elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$636,233$630,730▼ $5,503
Prepaid Expenses and Deferred Charges$8,190$10,227▲ $2,037
Cash and Non-Interest-Bearing Accounts$32,251$7,066▼ $25,185
Accounts Receivable$1,698$1,961▲ $263
Total Assets$692,433$669,496▼ $22,937
Other Assets Total$14,061$19,512▲ $5,451
Liabilities
Accounts Payable and Accrued Expenses$46,366$50,753▲ $4,387
Other Liabilities$3,328$3,355▲ $27
Total Liabilities$49,694$54,108▲ $4,414
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,060,090$1,060,090→ $0
Net Assets Without Donor Restrictions$-417,351$-444,702▼ $27,351
Total Net Assets Fund Balance$642,739$615,388▼ $27,351
Total Liabilities and Net Assets / Fund Balance$692,433$669,496▼ $22,937

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$582,861$576,069$1,158,930
Equipment$11,867$79,400$91,267
Other Land Buildings$0$46,445$46,445
Land$36,002-$36,002
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Robert C Scales SrChair
Carl LongVice Chair
Christopher TomlinCEO-mha
W Bruce AkinsCFO-mha
Robert L Mckee IiiSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$80,767
Investment Income
$1
Other Revenue
$2,607
Change in Net Assets
$-27,351

Audited Revenue Reconciliation

Revenue per Audited Statements
$83,375
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$83,375
Total Revenue per Form 990
$83,375
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$82,518
Salaries, Compensation, and Employee Benefits$28,208
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$34,783--$34,783
Other Salaries and Wages$25,352--$25,352
Fees for Services Accounting-$11,697-$11,697
Occupancy$10,225--$10,225
Insurance$8,926--$8,926
Fees for Services Management-$5,236-$5,236
Office Expenses$3,593--$3,593
Payroll Taxes$2,049--$2,049
Advertising$860--$860
Other Employee Benefits$807--$807
Other Expenses$775--$775
Total Functional Expenses$93,793$16,933$0$110,726

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$110,726
Total Expenses per Audited Statements$110,726
Total Expenses per Form 990$110,726
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
Tenant Security Deposits$3,355
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 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 methodist home for the aging a 501(c)3 not for profit corporation organized to provide long term care for the aging.”

Form 990, Part VI, Section B, Line 11B

“The 990 is reviewed by the methodist home for the aging executive staff and wesley acres ii 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- wesley acres ii officers are not compensated.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure explanation- by appointment, examination can be made at 1520 cooper hill road, birmingham, al 35210.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Mike Faulkner
Title
CFO
Phone
2059512442
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Tomlin
Formed
1997
Legal Domicile
Al
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Aprio Llp
Address
1200 CORPORATE DR SUITE 200, BIRMINGHAM, AL 35242
Preparer
John Santamour
Phone
2059915506
Raw XML AppendixShowing 400 of 457 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/BOYAmt046366
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt050753
IRS990/AccountsReceivableGrp/BOYAmt01698
IRS990/AccountsReceivableGrp/EOYAmt01961
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUBSIDIZED HOUSING FOR THE ELDERLY
IRS990/AdvertisingGrp/ProgramServicesAmt0860
IRS990/AdvertisingGrp/TotalAmt0860
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MIKE FAULKNER
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/BOYAmt032251
IRS990/CashNonInterestBearingGrp/EOYAmt07066
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/CYInvestmentIncomeAmt01
IRS990/CYOtherExpensesAmt082518
IRS990/CYOtherRevenueAmt02607
IRS990/CYProgramServiceRevenueAmt080767
IRS990/CYRevenuesLessExpensesAmt0-27351
IRS990/CYSalariesCompEmpBnftPaidAmt028208
IRS990/CYTotalExpensesAmt0110726
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt083375
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt034783
IRS990/DepreciationDepletionGrp/TotalAmt034783
IRS990/Desc0TO PROVIDE LOW INCOME HOUSING THROUGH HUD SECTION 202 AND SECTION 8 PROGRAMS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01060090
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01060090
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt093793
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011697
IRS990/FeesForServicesAccountingGrp/TotalAmt011697
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt05236
IRS990/FeesForServicesManagementGrp/TotalAmt05236
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/PersonNm0ROBERT L MCKEE III
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT C SCALES SR
IRS990/Form990PartVIISectionAGrp/PersonNm2CARL LONG
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/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CEO-MHA
IRS990/Form990PartVIISectionAGrp/TitleTxt4CFO-MHA
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt083375
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt08926
IRS990/InsuranceGrp/TotalAmt08926
IRS990/InvestmentIncomeGrp/ExclusionAmt01
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0701914
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0636233
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0630730
IRS990/LandBldgEquipCostOrOtherBssAmt01332644
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUBSIDIZED HOUSING
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0642739
IRS990/NetAssetsOrFundBalancesEOYAmt0615388
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-417351
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-444702
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt010225
IRS990/OccupancyGrp/TotalAmt010225
IRS990/OfficeExpensesGrp/ProgramServicesAmt03593
IRS990/OfficeExpensesGrp/TotalAmt03593
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt014061
IRS990/OtherAssetsTotalGrp/EOYAmt019512
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0807
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0807
IRS990/OtherExpensesGrp/Desc0CONTRACTS
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2MAINTENANCE EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt04142
IRS990/OtherExpensesGrp/ProgramServicesAmt12281
IRS990/OtherExpensesGrp/ProgramServicesAmt2775
IRS990/OtherExpensesGrp/TotalAmt04142
IRS990/OtherExpensesGrp/TotalAmt12281
IRS990/OtherExpensesGrp/TotalAmt2775
IRS990/OtherLiabilitiesGrp/BOYAmt03328
IRS990/OtherLiabilitiesGrp/EOYAmt03355
IRS990/OtherRevenueMiscGrp/BusinessCd0531390
IRS990/OtherRevenueMiscGrp/BusinessCd1531390
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/Desc1LAUNDRY AND VENDING
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02074
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1533
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02074
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1533
IRS990/OtherRevenueTotalAmt02607
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt025352
IRS990/OtherSalariesAndWagesGrp/TotalAmt025352
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt02049
IRS990/PayrollTaxesGrp/TotalAmt02049
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08190
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010227
IRS990/PrincipalOfficerNm0CHRISTOPHER TOMLIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/BusinessCd3531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1TENANT ASSISTANCE PAYM
IRS990/ProgramServiceRevenueGrp/Desc2MISC RENT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc3VACANCY LOSS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt069743
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt127976
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2600
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3-17552
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt069743
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt127976
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3-17552
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06
IRS990/PYOtherExpensesAmt074906
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt081459
IRS990/PYRevenuesLessExpensesAmt0-23809
IRS990/PYSalariesCompEmpBnftPaidAmt030368
IRS990/PYTotalExpensesAmt0105274
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt081465
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-27351
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt083374
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt063
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt083734
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt081459
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt084999
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt084187
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt086842
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0421221
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt063
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0421221
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083734
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt081459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt084999
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt084187
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt086842
IRS990ScheduleA/Total509Grp/TotalAmt0421221
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083735
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt081465
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt085016
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt084203
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt086865
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0421284
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0582861
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0576069
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01158930
IRS990ScheduleD/EquipmentGrp/BookValueAmt011867
IRS990ScheduleD/EquipmentGrp/DepreciationAmt079400
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt091267
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0110726
IRS990ScheduleD/LandGrp/BookValueAmt036002
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt036002
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt046445
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt046445
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03355
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt083375
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0630730
IRS990ScheduleD/TotalExpensesPerForm990Amt0110726
IRS990ScheduleD/TotalLiabilityAmt03355
IRS990ScheduleD/TotalRevenuePerForm990Amt083375
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt083375
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0110726
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 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/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- WESLEY ACRES II OFFICERS ARE NOT COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS DISCLOSURE EXPLANATION- 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 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0YES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1WESLEY ACRES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630376518
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1630777878
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LONG TERM CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1HUD HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11520 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/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt040641
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1812
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1WESLEY ACRES
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0M
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0692433
IRS990/TotalAssetsEOYAmt0669496
IRS990/TotalAssetsGrp/BOYAmt0692433
IRS990/TotalAssetsGrp/EOYAmt0669496
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016933
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt093793
IRS990/TotalFunctionalExpensesGrp/TotalAmt0110726
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt049694
IRS990/TotalLiabilitiesEOYAmt054108
IRS990/TotalLiabilitiesGrp/BOYAmt049694
IRS990/TotalLiabilitiesGrp/EOYAmt054108
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0642739
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0615388
IRS990/TotalOtherCompensationAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$669,496
Liabilities
$54,108
Net assets
$615,388
Revenue
$83,375
Expenses
$110,726
Net income
-$27,351
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