Civic Intelligence

Methodist Home for the Aging

990EZ • Fiscal year 2023 • EIN 63-1194444

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

73rd percentile

20%

Faster asset growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$276,765

Up $46,998 (+20%) from 2022

Net Assets

Up

$276,765

Up $46,998 (+20%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin100th percentile

Revenue

Down

$46,998

Down $5,884 (-11%) from 2022

Expenses

Flat

$0

Flat from 2022

Net Income

Down

$46,998

Down $5,884 (-11%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2023

Assets$276,765
Liabilities$0
Net Assets$276,765
Open 2023 Filing

Operations Trend

Revenue Growth32nd 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

2023

Revenue$46,998
Expenses$0
Net Income$46,998
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$46,998
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
Top Officer Pay78th 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
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Aprio LLP
Address
1200 Corporate Dr Suite 200, Birmingham, AL 35242
Preparer
Stacy Cullen
Phone
2059915506
Supplemental Narrative

Additional Explanations

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

“Description: K-1 Income. Amount: 46,873. Description: Interest Income. Amount: 125. Total to Form 990-EZ, line 8: 46,998.”

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

“Description: Investment in Wesley Glen Ltd. Beg. of Year Amount: 229,767. End of Year Amount: 276,765.”

Raw XML Appendix154 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/ExcessOrDeficitForYearAmt046998
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0229767
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0276765
IRS990EZ/GrossReceiptsAmt046998
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0229767
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0276765
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0229767
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0276765
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/BOYAmt0229767
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0276765
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherRevenueTotalAmt046998
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/TotalRevenueAmt046998
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0291687
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0287870
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0372110
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0273112
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0256096
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01480875
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01480875
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0291687
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0287870
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0372110
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0273112
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0256096
IRS990ScheduleA/Total509Grp/TotalAmt01480875
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0291687
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0287870
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0372110
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0273112
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0256096
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01480875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: K-1 Income. Amount: 46,873. Description: Interest Income. Amount: 125. Total to Form 990-EZ, line 8: 46,998.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Investment in Wesley Glen Ltd. Beg. of Year Amount: 229,767. End of Year Amount: 276,765.
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Mike Faulkner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02059512442
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wesley Glen -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0A Methodist Home for the Aging
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0571157523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Aprio LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01200 Corporate Dr Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Birmingham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035242
ReturnHeader/PreparerPersonGrp/PhoneNum02059915506
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stacy Cullen
ReturnHeader/ReturnTs02024-05-15T10:50:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mike
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Faulkner
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$276,765
Liabilities
$0
Net assets
$276,765
Revenue
$46,998
Expenses
$0
Net income
$46,998
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
2023Detailed filing. Detailed filing data is available for this year.$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