Civic Intelligence

Methodist Home for the Aging

990EZ • Fiscal year 2021 • EIN 63-1194444

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

1520 Cooper Hill RoadBirmingham, AL 35210

(205) 951-2441

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

97th percentile

533%

Faster asset growth than 97% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

227%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$176,885

Up $148,957 (+533%) from 2020

Net Assets

Up

$176,885

Up $148,957 (+533%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$148,997

Up $103,389 (+227%) from 2020

Expenses

Flat

$0

Flat from 2020

Net Income

Up

$148,997

Up $103,389 (+227%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$176,885
Liabilities$0
Net Assets$176,885

Operations Trend

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

2021

Revenue$148,997
Expenses$0
Net Income$148,997
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 19, 2022
Return Version
2020v4.2
Gross Receipts
$148,997
Mission and Program Overview

Mission

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

Employees

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

Filer

Filer Name
Wesley Glen -
EIN
63-1194444
Phone
2059512441
Address
1520 COOPER HILL ROAD, BIRMINGHAM, AL 35210

Signing Officer

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

Preparer

Firm
Aprio Llp
Address
5 CONCOURSE PARKWAY SUITE 1000, ATLANTA, GA 30328
Preparer
John Santamour
Phone
4048929651
Supplemental Narrative

Additional Explanations

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

Description: k-1 income. Amount: 148,953. Description: interest income. Amount: 44. Total to form 990-ez, line 8: 148,997.

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

Description: investment in wesley glen ltd. Beg. Of year amount: 27,888. End of year amount: 176,885.

Raw XML Appendix159 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/BusinessNameLine1Txt0W BRUCE AKINS
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/ExcessOrDeficitForYearAmt0148997
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027888
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0176885
IRS990EZ/GrossReceiptsAmt0148997
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027888
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0176885
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027888
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0176885
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BOBBY SCALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARL LONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BOB MCKEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTOPHER TOMLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4W BRUCE AKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CEO-MHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CFO-MHA
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt027888
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0176885
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherRevenueTotalAmt0148997
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO 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/TotalRevenueAmt0148997
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0372110
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0273112
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0256096
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0256891
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0111315
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01269524
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01269524
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0372110
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0273112
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0256096
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0256891
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0111315
IRS990ScheduleA/Total509Grp/TotalAmt01269524
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0372110
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0273112
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0256096
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0256891
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0111315
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01269524
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: K-1 INCOME. AMOUNT: 148,953. DESCRIPTION: INTEREST INCOME. AMOUNT: 44. TOTAL TO FORM 990-EZ, LINE 8: 148,997.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INVESTMENT IN WESLEY GLEN LTD. BEG. OF YEAR AMOUNT: 27,888. END OF YEAR AMOUNT: 176,885.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0W BRUCE AKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO-MHA
ReturnHeader/BusinessOfficerGrp/PhoneNum02059512442
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESLEY GLEN -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0A METHODIST HOME FOR THE AGING
ReturnHeader/Filer/BusinessNameControlTxt0WESL
ReturnHeader/Filer/EIN0631194444
ReturnHeader/Filer/PhoneNum02059512441
ReturnHeader/Filer/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035210
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0571157523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0APRIO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 CONCOURSE PARKWAY SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030328
ReturnHeader/PreparerPersonGrp/PhoneNum04048929651
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN SANTAMOUR
ReturnHeader/ReturnTs02022-04-25T14:25:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0W
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRUCE AKINS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings