Civic Intelligence

Wesleyan Homes Foundation

990 • Fiscal year 2011 • EIN 90-0085021

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 14, 2012

Organization Profilewww.wesleyanhomes.org
PO Box 48678627
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

60th percentile

3.2%

Faster asset growth than 60% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$3,356,294

Up $103,908 (+3.2%) from 2010

Net Assets

Up

$3,348,015

Up $118,319 (+3.7%) from 2010

Liabilities

Down

$8,279

Down $14,411 (-64%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$237,161

Up $100,092 (+73%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $3,252,386Liabilities 2010: $22,690Net Assets 2010: $3,229,6962010Assets 2011: $3,356,294Liabilities 2011: $8,279Net Assets 2011: $3,348,0152011Assets 2012: $4,004,333Liabilities 2012: $0Net Assets 2012: $4,004,3332012Assets 2013: $5,291,527Liabilities 2013: $1,764Net Assets 2013: $5,289,7632013Assets 2014: $5,181,859Liabilities 2014: $241,306Net Assets 2014: $4,940,5532014Assets 2015: $5,008,316Liabilities 2015: $0Net Assets 2015: $5,008,3162015Assets 2016: $5,360,536Liabilities 2016: $1,946Net Assets 2016: $5,358,5902016Assets 2017: $6,141,880Liabilities 2017: $83,921Net Assets 2017: $6,057,9592017Assets 2018: $5,969,715Liabilities 2018: $122,188Net Assets 2018: $5,847,5272018Assets 2019: $7,688,705Liabilities 2019: $148,128Net Assets 2019: $7,540,5772019Assets 2020: $8,476,857Liabilities 2020: $86,889Net Assets 2020: $8,389,9682020Assets 2021: $9,291,141Liabilities 2021: $41,476Net Assets 2021: $9,249,6652021Assets 2022: $13,050,357Liabilities 2022: $3,448,937Net Assets 2022: $9,601,4202022Assets 2023: $16,061,731Liabilities 2023: $2,807,981Net Assets 2023: $13,253,7502023Assets 2024: $16,460,207Liabilities 2024: $2,075,063Net Assets 2024: $14,385,1442024

Highlighted filing

2011

Assets$3,356,294
Liabilities$8,279
Net Assets$3,348,015
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $137,0692010Expenses 2011: $237,1612011Expenses 2012: $202,6592012Revenue 2013: $1,271,463Expenses 2013: $210,270Net Income 2013: $1,061,1932013Revenue 2014: $823,401Expenses 2014: $1,081,904Net Income 2014: -$258,5032014Revenue 2015: $534,626Expenses 2015: $274,973Net Income 2015: $259,6532015Revenue 2016: $494,856Expenses 2016: $338,385Net Income 2016: $156,4712016Revenue 2017: $1,006,450Expenses 2017: $319,260Net Income 2017: $687,1902017Revenue 2018: $1,080,158Expenses 2018: $768,561Net Income 2018: $311,5972018Revenue 2019: $2,034,430Expenses 2019: $548,009Net Income 2019: $1,486,4212019Revenue 2020: $740,933Expenses 2020: $290,736Net Income 2020: $450,1972020Revenue 2021: $1,489,501Expenses 2021: $278,844Net Income 2021: $1,210,6572021Revenue 2022: $1,470,796Expenses 2022: $319,669Net Income 2022: $1,151,1272022Revenue 2023: $3,266,932Expenses 2023: $287,082Net Income 2023: $2,979,8502023Revenue 2024: $1,489,930Expenses 2024: $214,043Net Income 2024: $1,275,8872024

Highlighted filing

2011

Revenue-
Expenses$237,161
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 14, 2012
Return Version
2011v1.2
Gross Receipts
$532,078
Mission and Program Overview

Mission

Charitable and educational purposes for supporting Wesleyan Homes, Inc. and other 501(c)(3) organizations achieve their operating and capital budget goals and needs to include benevolent funding to provide room, board and care in cases of individual and family needs.

Filing and Contact Details

Filer

EIN
90-0085021
Raw XML AppendixShowing 400 of 487 raw XML fields

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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE BENEVOLENT ENDOWMENT FUND COMPOSES APPROXIMATELY 76% OF THE ENDOWMENT BALANCE AND IS INTENDED TO GENERATE INCOME TO HELP COVER THE ACTUAL COSTS OF CARE FOR CERTAIN RESIDENTS IN EXCESS OF THEIR MEDICAID REIMBURSEMENT OR PERSONAL ABILITY TO PAY. THE REMAINING ENDOWMENT BALANCE IS IN A GENERAL ENDOWMENT FUND INTENDED TO GENERATE INCOME TO SUPPORT CHARITABLE CARE, CAPITAL IMPROVEMENTS, SERVICES, AND PROGRAMMING OF THE ORGANIZATION AND WESLEYAN HOMES INC.
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IRS990ScheduleI/RecipientTable/PurposeOfGrant0TO HELP COVER THE ACTUAL COSTS OF CARE FOR CERTAIN WESLEYAN HOME RESIDENTS IN EXCESS OF THEIR MEDICAID REIMBURSEMENT OR PERSONAL ABILITY TO PAY.
IRS990ScheduleI/RecipientTable/PurposeOfGrant1FUNDS TO ESTABLISH A NURSING SCHOLARSHIP FUND WITH TEMPLE COLLEGE FOUNDATION, INC.
IRS990ScheduleI/RecipientTable/PurposeOfGrant2TO PURCHASE A VAN FOR ASSISTED LIVING
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IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11TEMPLE COLLEGE FOUNDATION INC
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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0DISCRETIONARY CHRISTMAS BONUSES WERE PAID TO ALL EMPLOYEES BY WESLEYAN HOMES, INC.
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IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction0PROVIDES LEGAL SERVICES TO AFFILIATE WESLEYAN HOMES, INC.
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction1PROVIDE AUTOMOBILE REPAIR AND MAINTENANCE FEES TO A DEALERSHIP OWNED BY THE OFFICER.
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson0BILL CONNOR
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson1DON HEWLETT
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship0BOARD MEMBER
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship1SEC/TREAS OF FOUNDATION
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues00
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues10
IRS990ScheduleO/GeneralExplanation/Explanation0THE FORM 990 IS REVIEWED BY THE CEO AND CFO PRIOR TO FILING. THE RETURN IS REVIEWED FOR ACCURACY WITH ANY CHANGES BEING DISCUSSED AND SUBMITTED TO OUR CPA AT BROWN, GRAHAM & COMPANY.
IRS990ScheduleO/GeneralExplanation/Explanation1THE CONFLICT OF INTEREST POLICY APPLIES TO ALL MEMBERS AND OFFICERS OF THE BOARD OF TRUSTEES AS WELL AS KEY MANAGEMENT EMPLOYEES. UPON DATE OF EMPLOYMENT OR APPOINTMENT ONTO BOARD, THESE INDIVIDUALS MUST SIGN A CONFLICT OF INTEREST STATEMENT STATING THAT THEY HAVE READ AND ARE FAMILIAR WITH THE BYLAWS AND, IN PARTICULAR, ARTICLE 6.6 REGARDING CONFLICT OF INTEREST, AND THAT THEY WILL COMPLY WITH REQUIREMENT TO REPORT, IN WRITING, ANY APPARENT CONFLICT OF INTEREST TO THE BOARD CHAIR. THE BOARD CHAIR IN CONSULTATION WITH APPROPRIATE BOARD MEMBERS AND KEY MANAGEMENT WILL DETERMINE IF A CONFLICT EXISTS AND DETERMINE APPROPRIATE RESTRICTIONS ON A CASE-BY-CASE BASIS FOR AN INDIVIDUAL WITH A CONFLICT OF INTEREST. THE CONFLICT OF INTEREST POLICY WAS REVIEWED AND UPDATED STATEMENTS WERE SIGNED BY ALL BOARD MEMBERS DURING A 2010 BOARD MEETING.
IRS990ScheduleO/GeneralExplanation/Explanation2THE GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON REQUEST FROM MANAGEMENT.
IRS990ScheduleO/GeneralExplanation/Explanation3NET UNREALIZED LOSSES ON INVESTMENTS: -168,605.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES REPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THE PROCESS FOR THE OVERSIGHT OF THE AUDIT HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/Identifier1AUDIT COMMITTEE
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XII, LINE 2C
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10PO BOX 486
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0GEORGETOWN
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0TX
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode078627
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/EIN0741459599
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0TX
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10WESLEYAN HOMES INC
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0TO PROVIDE RETIREMENT AND NURSING HOME ACCOMMODATIONS TO RESIDENTS.
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0LINE 9
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg01
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved0106914
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved141000
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0GRANT-CHARITABLE CARE PROVIDED
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination1GRANT - VAN PURCHASE
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10WESLEYAN HOMES INC
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine11WESLEYAN HOMES INC
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0B
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType1B
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0TX
IRS990/SubjectToProxyTax00

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,356,294
Liabilities
$8,279
Net assets
$3,348,015
Revenue
-
Expenses
$237,161
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.5$2.08$14.4$1.49$0.21$1.28
2023Summary only. Only limited summary data is available for this year.$16.1$2.81$13.3$3.27$0.29$2.98
2022Summary only. Only limited summary data is available for this year.$13.1$3.45$9.60$1.47$0.32$1.15
2021Summary only. Only limited summary data is available for this year.$9.29$0.04$9.25$1.49$0.28$1.21
2020Summary only. Only limited summary data is available for this year.$8.48$0.09$8.39$0.74$0.29$0.45
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.69$0.15$7.54$2.03$0.55$1.49
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.97$0.12$5.85$1.08$0.77$0.31
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.14$0.08$6.06$1.01$0.32$0.69
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$0.00$5.36$0.49$0.34$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.01$0.00$5.01$0.53$0.27$0.26
2014Detailed filing. Detailed filing data is available for this year.$5.18$0.24$4.94$0.82$1.08$0.26
2013Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$1.27$0.21$1.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.00$0.00$4.00$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.36$0.01$3.35$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$0.02$3.23$0.14