Civic Intelligence

Methodist Home for the Aging

990EZ • Fiscal year 2024 • EIN 63-1194444

Jul 01, 2023 to Jun 30, 2024 • Filed on May 15, 2025

Organization ProfileMETHODISTHOMES.ORG
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

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-31%

Faster revenue growth than 18% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$309,335

Up $32,570 (+12%) from 2023

Net Assets

Up

$309,335

Up $32,570 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin100th percentile

Revenue

Down

$32,534

Down $14,464 (-31%) from 2023

Expenses

Flat

$0

Flat from 2023

Net Income

Down

$32,534

Down $14,464 (-31%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$400K$300K$200K$100K$0-$100KAssets 2017: -$1,603Liabilities 2017: $02017Assets 2018: -$7,674Liabilities 2018: $02018Assets 2019: -$17,680Liabilities 2019: $02019Assets 2020: $27,928Liabilities 2020: $0Net Assets 2020: $27,9282020Assets 2021: $176,885Liabilities 2021: $0Net Assets 2021: $176,8852021Assets 2022: $229,767Liabilities 2022: $0Net Assets 2022: $229,7672022Assets 2023: $276,765Liabilities 2023: $0Net Assets 2023: $276,7652023Assets 2024: $309,335Liabilities 2024: $0Net Assets 2024: $309,3352024

Highlighted filing

2024

Assets$309,335
Liabilities$0
Net Assets$309,335
Open 2024 Filing

Operations Trend

Revenue Growth18th percentile

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

$150K$100K$50K$0-$50KRevenue 2017: -$1,603Expenses 2017: $0Net Income 2017: -$1,6032017Revenue 2018: -$6,071Expenses 2018: $0Net Income 2018: -$6,0712018Revenue 2019: -$10,006Expenses 2019: $0Net Income 2019: -$10,0062019Revenue 2020: $45,608Expenses 2020: $0Net Income 2020: $45,6082020Revenue 2021: $148,997Expenses 2021: $0Net Income 2021: $148,9972021Revenue 2022: $52,882Expenses 2022: $0Net Income 2022: $52,8822022Revenue 2023: $46,998Expenses 2023: $0Net Income 2023: $46,9982023Revenue 2024: $32,534Expenses 2024: $0Net Income 2024: $32,5342024

Highlighted filing

2024

Revenue$32,534
Expenses$0
Net Income$32,534
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$32,534
Mission and Program Overview

Mission

To provide affordable housing to the elderly and handicapped.

Primary exempt purpose - to provide affordable housing to the elderly and handicapped.

Program Services

DescriptionGrantsExpenses
A LOW INCOME HOUSING FACILITY FOR THE ELDERLY AND HANDICAPPED THAT PROVIDES AFFORDABLE HOUSING.$0$0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOBBY SCALESChair-$0--
CARL LONGVice Chair-$0--
BOB MCKEESecretary-$0--
CHRISTOPHER TOMLINCEO-Mha-$0--
Filing and Contact Details

Filer

Filer Name
Wesley Glen
EIN
63-1194444
Phone
2059512442
Address
1520 COOPER HILL ROAD, BIRMINGHAM, AL 35210

Signing Officer

Name
Mike Faulkner
Title
CFO
Phone
2059512442
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Cri Advisors LLC
Address
1601 2ND AVENUE EAST, ONEONTA, AL 35121
Preparer
Jonathan D Thomas
Phone
2055176914
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: k-1 income. Amount: 29,354. Description: interest income. Amount: 3,180. Total to form 990-ez, line 8: 32,534.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: investment in wesley glen ltd. Beg. Of year amount: 276,801. End of year amount: 309,335.”

Raw XML Appendix149 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MIKE FAULKNER
IRS990EZ/BooksInCareOfDetail/PhoneNum02059512442
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035210
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt032534
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0276801
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0309335
IRS990EZ/GrossReceiptsAmt032534
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0276801
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0309335
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0276801
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0309335
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BOBBY SCALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARL LONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BOB MCKEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTOPHER TOMLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CEO-MHA
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0276801
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0309335
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherRevenueTotalAmt032534
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PRIMARY EXEMPT PURPOSE - TO PROVIDE AFFORDABLE HOUSING TO THE ELDERLY AND HANDICAPPED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0A LOW INCOME HOUSING FACILITY FOR THE ELDERLY AND HANDICAPPED THAT PROVIDES AFFORDABLE HOUSING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt032534
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0METHODISTHOMES.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0297395
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0291687
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0287870
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0372110
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0273112
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01522174
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01522174
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0297395
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0291687
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0287870
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0372110
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0273112
IRS990ScheduleA/Total509Grp/TotalAmt01522174
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0297395
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0291687
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0287870
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0372110
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0273112
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01522174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: K-1 INCOME. AMOUNT: 29,354. DESCRIPTION: INTEREST INCOME. AMOUNT: 3,180. TOTAL TO FORM 990-EZ, LINE 8: 32,534.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INVESTMENT IN WESLEY GLEN LTD. BEG. OF YEAR AMOUNT: 276,801. END OF YEAR AMOUNT: 309,335.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE FAULKNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02059512442
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESLEY GLEN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0A METHODIST HOME FOR THE AGING INC
ReturnHeader/Filer/BusinessNameControlTxt0WESL
ReturnHeader/Filer/EIN0631194444
ReturnHeader/Filer/PhoneNum02059512442
ReturnHeader/Filer/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035210
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0994625061
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRI ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01601 2ND AVENUE EAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ONEONTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035121
ReturnHeader/PreparerPersonGrp/PhoneNum02055176914
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN D THOMAS
ReturnHeader/ReturnTs02025-05-15T15:59:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$309,335
Liabilities
$0
Net assets
$309,335
Revenue
$32,534
Expenses
$0
Net income
$32,534
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.33$0.00$0.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$0.47$0.00$0.47
2022Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.53$0.00$0.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$1.49$0.00$1.49
2020Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.46$0.00$0.46
2019Summary only. Only limited summary data is available for this year.$0.18$0.00$0.10$0.00$0.10
2018Summary only. Only limited summary data is available for this year.$0.08$0.00$0.06$0.00$0.06
2017Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$0.00$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits