Civic Intelligence

Wesley Homes Foundation a Supporting Organization

990 • Fiscal year 2017 • EIN 91-1732317

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 28, 2018

Organization ProfileWWW.WESLEYHOMES.ORG
815 South 216th StreetDes Moines, WA 98198

(206) 870-1260

Siviq Scores

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

Liabilities / Assets

30th percentile

0.06x

Higher debt load relative to assets than 30% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

61st percentile

0.36x

Higher debt load relative to revenue than 61% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

48th percentile

2.4%

Higher net margin than 48% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

84th percentile

$350,192

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

66th percentile

9.4%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

33%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$15,036,919

Up $1,292,843 (+9.4%) from 2016

Net Assets

Up

$14,077,852

Up $1,320,272 (+10%) from 2016

Liabilities

Down

$959,067

Down $27,429 (-2.8%) from 2016

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin48th percentile

Revenue

Up

$2,644,106

Up $657,867 (+33%) from 2016

Expenses

Up

$2,581,501

Up $400,587 (+18%) from 2016

Net Income

Up

$62,605

Up $257,280 (+132%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$30M$20M$10M$0Assets 2010: $8,710,115Liabilities 2010: $1,349,035Net Assets 2010: $7,361,0802010Assets 2011: $8,619,765Liabilities 2011: $1,182,347Net Assets 2011: $7,437,4182011Assets 2012: $9,745,175Liabilities 2012: $1,255,759Net Assets 2012: $8,489,4162012Assets 2013: $11,523,649Liabilities 2013: $1,133,423Net Assets 2013: $10,390,2262013Assets 2014: $12,935,053Liabilities 2014: $1,095,254Net Assets 2014: $11,839,7992014Assets 2015: $13,721,955Liabilities 2015: $1,050,193Net Assets 2015: $12,671,7622015Assets 2016: $13,744,076Liabilities 2016: $986,496Net Assets 2016: $12,757,5802016Assets 2017: $15,036,919Liabilities 2017: $959,067Net Assets 2017: $14,077,8522017Assets 2018: $13,458,838Liabilities 2018: $2,376,837Net Assets 2018: $11,082,0012018Assets 2019: $15,898,944Liabilities 2019: $2,342,429Net Assets 2019: $13,556,5152019Assets 2020: $18,913,060Liabilities 2020: $2,110,014Net Assets 2020: $16,803,0462020Assets 2021: $19,577,190Liabilities 2021: $2,195,873Net Assets 2021: $17,381,3172021Assets 2022: $15,682,959Liabilities 2022: $2,791,388Net Assets 2022: $12,891,5712022Assets 2023: $19,210,686Liabilities 2023: $693,328Net Assets 2023: $18,517,3582023Assets 2024: $20,523,846Liabilities 2024: $669,256Net Assets 2024: $19,854,5902024

Highlighted filing

2017

Assets$15,036,919
Liabilities$959,067
Net Assets$14,077,852
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $631,5332010Expenses 2011: $746,6192011Expenses 2012: $1,152,3502012Revenue 2013: $2,357,093Expenses 2013: $1,209,809Net Income 2013: $1,147,2842013Revenue 2014: $3,457,357Expenses 2014: $1,906,078Net Income 2014: $1,551,2792014Revenue 2015: $3,719,425Expenses 2015: $1,013,004Net Income 2015: $2,706,4212015Revenue 2016: $1,986,239Expenses 2016: $2,180,914Net Income 2016: -$194,6752016Revenue 2017: $2,644,106Expenses 2017: $2,581,501Net Income 2017: $62,6052017Revenue 2018: $3,460,767Expenses 2018: $4,309,775Net Income 2018: -$849,0082018Revenue 2019: $1,610,483Expenses 2019: $1,216,177Net Income 2019: $394,3062019Revenue 2020: $4,804,494Expenses 2020: $3,152,533Net Income 2020: $1,651,9612020Revenue 2021: $4,930,467Expenses 2021: $4,188,592Net Income 2021: $741,8752021Revenue 2022: $2,274,385Expenses 2022: $3,119,430Net Income 2022: -$845,0452022Revenue 2023: $6,546,045Expenses 2023: $3,296,603Net Income 2023: $3,249,4422023Revenue 2024: $3,557,529Expenses 2024: $3,611,837Net Income 2024: -$54,3082024

Highlighted filing

2017

Revenue$2,644,106
Expenses$2,581,501
Net Income$62,605
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 28, 2018
Return Version
2017v2.3
Gross Receipts
$2,904,188
Mission and Program Overview

Mission

Wesley homes is a faith-based organization providing retirement communities and a network of services to older adults. With love and joy, we are called to meet the physical, social and spiritual needs of those we serve. We affirm the worth of all those we serve and those who provide service.

To support wesley homes affiliates through fundraising initiatives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,286,335$10,568,917▲ $1,282,582
Cash and Non-Interest-Bearing Accounts$857,952$1,876,312▲ $1,018,360
Pledges and Grants Receivable$1,133,330$983,050▼ $150,280
Prepaid Expenses and Deferred Charges$43,865$46,286▲ $2,421
Savings and Temporary Cash Investments$91,148$29,613▼ $61,535
Total Assets$13,744,076$15,036,919▲ $1,292,843
Other Assets Total$2,331,446$1,532,741▼ $798,705
Liabilities
Other Liabilities$912,900$896,700▼ $16,200
Accounts Payable and Accrued Expenses$73,596$62,367▼ $11,229
Total Liabilities$986,496$959,067▼ $27,429
Net Assets / Fund Balance
Temporarily Rstr Net Assets$6,005,461$7,422,289▲ $1,416,828
Unrestricted Net Assets$4,453,056$4,326,250▼ $126,806
Permanently Rstr Net Assets$2,299,063$2,329,313▲ $30,250
Total Net Assets Fund Balance$12,757,580$14,077,852▲ $1,320,272
Total Liabilities and Net Assets / Fund Balance$13,744,076$15,036,919▲ $1,292,843

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,532,741--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$5,122,282$30,250▲ $388,987-$5,541,519
2016$4,960,965$15,699▲ $145,618-$5,122,282
2015$4,729,302$17,614▲ $353,106$139,057$4,960,965
2014$4,120,480$6,822▲ $721,000$119,000$4,729,302
2013$2,312,480$1,509,000▲ $390,000$91,000$4,120,480
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan McconnellExecutive DirectorFT$183,756$11,799$195,555

Board Members and Trustees

NameTitle
Brain GarrettChair
Kevin AndersonPresident/CEO of Wesley Homes
Dick JobstVice Chair
David BrookeBoard Member
Jeffrey GuiteBoard Member
Larry CarneyBoard Member
Llewellyn ErnstBoard Member
Suzie BurkeBoard Member
Tracy KruegerBoard Member
Walter LiangBoard Member
Bill FreitagSecretary
Brian FrederickTreasurer
Jim YamamotoVP of Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$2,258,730
Program Service Revenue
$0
Investment Income
$385,376
Other Revenue
$0
All Other Contributions
$1,710,125
Change in Net Assets
$62,605

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded6$118,728Market Value
Total Noncash Contributions6$118,728-

Audited Revenue Reconciliation

Revenue per Audited Statements
$-1,005,863
Revenue Not Reported on Financial Statements
$3,649,969
Revenue Not Reported on Form 990
$1,099,150
Other Revenue Adjustments
$3,602,074
Total Revenue per Audited Statements
$93,287
Total Revenue per Form 990
$2,644,106
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,779,743
Salaries, Compensation, and Employee Benefits$622,184
Other Expenses$179,528
Total Fundraising Expense$146,219
Professional Fundraising Fees$46

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,759,108--$1,759,108
Other Salaries and Wages-$352,320-$352,320
Current Officers, Directors, Trustees, and Key Employees-$97,778$97,778$195,556
Fees for Service Investment Mgmnt Fees$47,895--$47,895
Other Expenses$1,251$9,640$28,969$39,860
Payroll Taxes-$36,273-$36,273
Other Employee Benefits-$26,383-$26,383
Grants to Domestic Individuals$20,635--$20,635
Fees for Services Legal-$15,257-$15,257
Pension Plan Contributions-$11,652-$11,652
Fees for Services Other-$791$10,128$10,919
Advertising--$6,803$6,803
Office Expenses-$5,270-$5,270
Information Technology-$3,795-$3,795
Insurance-$2,625-$2,625
Travel-$132$2,420$2,552
Occupancy-$1,495-$1,495
Interest-$694-$694
Fees for Services Accounting-$250-$250
Conferences and Meetings--$75$75
Fees for Services Professional Fundraising--$46$46
Total Functional Expenses$1,872,227$563,055$146,219$2,581,501

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,581,501
Expenses Not Reported on Financial Statements$1,640,835
Other Expense Adjustments$1,592,940
Expenses per Audited Statements$940,666
Total Expenses per Audited Statements$940,666
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wesley Homes Des Moines LLCDes Moines, WA501(c)(3)Resident Housing Assistance and Program Expenses$676,835
Wesley Homes Lea Hill LLCAuburn, WA501(c)(3)General Operating Support$532,491
Wesley HomesDes Moines, WA501(c)(3)Generator Purchase and General Operating Support$376,861
Wesley Homes Bradley Park LLCDes Moines, WA501(c)(3)General Operating Support$172,921
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$46
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Gift Annuities$896,700
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Wesley homes provides management services for wesley homes foundation. Wesley homes provides financial accounting, operational oversight, human resources, information technology, corporate compliance, coordinated advertising and marketing, and new business development.”

Form 990, Part VI, Section A, Line 6

“The organization is organized as a nonprofit corporation whose sole member is wesley homes.”

Form 990, Part VI, Section A, Line 7A

“Wesley homes has the right to participate in the selection of the organization's governing body.”

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

“Management reviewed in detail the form 990. A copy of the 990 was presented to the board prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Each may, or when a new member arrives on the board, board members are given a disclosure form to sign and submit declaring any possible conflicts of interest. Should conflicts exist, the conflicts are disclosed to the other board members. Board meeting minutes would reflect the conflict as it relates to a relevant discussion and the member with the conflict would abstain from the discussion and decision. Each member has been given the policy upon membership to the board. Monitoring of conflicts of interest is managed by the wesley homes executive assistant.”

Form 990, Part VI, Section B, Line 15

“The last company-wide compensation review of all positions was conducted by wesley homes in 2012. Wesley homes purchased milliman nw healthcare salary data in 2014 and 2015, and milliman nw professional salary data in 2015 and used that to establish salary ranges for the organization. Wesley homes also factored in salary data from home health salary surveys and from leading age to arrive at salary ranges for staff and some executive positions. Wesley homes used an outside consultant to do the analysis and pricing for the president/ceo position. A compensation analysis and recommendation was prepared for the chair of the board who presented to the wesley homes executive committee. The committee reviewed and approved the ceo salary increase. Milliman, leading age, home health salary surveys and judgement were used to price the salaries of the other officers. The hr department provided the analysis and the president/ceo made the final determination.”

Form 990, Part VI, Section C, Line 19

“Wesley homes foundation's governing documents, conflict of interest policy and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Wesley Homes Foundation
EIN
91-1732317
Phone
2068701260
Address
815 SOUTH 216TH STREET, DES MOINES, WA 98198

Signing Officer

Name
Jim Yamamoto
Title
Vice President of Finance
Phone
2068701334
Signed
2018-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Mcconnell
Formed
1996
Legal Domicile
Wa
Voting Board Members
11
Independent Board Members
11
Employees
7
Volunteers
11

Preparer

Firm
Cliftonlarsonallen Llp
Address
10700 NORTHUP WAY SUITE 200, BELLEVUE, WA 98004
Preparer
Kurt Bennion CPA
Phone
4252506100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in fair value of charitable gift annuity -75,388.”

Financial Statement Notes

PART III, LINE 4:

“Wesley homes foundation holds two works of art. One piece is in the skilled nursing facility and the other piece is in the independent and assisted living facility. Both pieces are for the enjoyment of the residents.”

PART V, LINE 4:

“Endowment funds are used to support resident assistance programs.”

PART X, LINE 2:

“The organization's income tax returns are subject to review and examination by federal, state, and local authorities. The organization is not aware of any activities that would jeopardize its tax-exempt status and is not aware of any activities that are subject to tax on unrelated business income or excise or other taxes. The tax returns for the years 2014 to 2017 are open to examination by federal, local, and state authorities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Net assets released from restriction for operations 75,024.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Net investment income 1,278,862. Unrestricted contributions, gifts and bequests 367,694. Temporarily restricted contributions, gifts and bequests 1,409,181. Temporarily restricted interest and dividend income 40,563. Temporarily restricted realized gains 23,919. Permanently restricted contributions, gifts and bequests 30,250. Transfers from related organizations 451,605.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Net assets released from restriction and transferred to related organization 290,740. Transfers to related organizations 1,302,200.”

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IRS990/Form990PartVIISectionAGrp/PersonNm10WALTER LIANG
IRS990/Form990PartVIISectionAGrp/PersonNm11KEVIN ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm12JIM YAMAMOTO
IRS990/Form990PartVIISectionAGrp/PersonNm13SUSAN MCCONNELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13184255
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11322317
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12154970
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT/CEO OF WESLEY HOMES
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0149918
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt097000
IRS990/GrantAmt0290740
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt020635
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt020635
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01759108
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01759108
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0410000
IRS990/GrossReceiptsAmt02904188
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03795
IRS990/InformationTechnologyGrp/TotalAmt03795
IRS990/InsuranceGrp/ManagementAndGeneralAmt02625
IRS990/InsuranceGrp/TotalAmt02625
IRS990/InterestGrp/ManagementAndGeneralAmt0694
IRS990/InterestGrp/TotalAmt0694
IRS990/InvestmentIncomeGrp/ExclusionAmt0235458
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0235458
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09286335
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010568917
IRS990/IRPDocumentCnt056
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0260082
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WESLEY HOMES IS A FAITH-BASED ORGANIZATION PROVIDING RETIREMENT COMMUNITIES AND A NETWORK OF SERVICES TO OLDER ADULTS. WITH LOVE AND JOY, WE ARE CALLED TO MEET THE PHYSICAL, SOCIAL AND SPIRITUAL NEEDS OF THOSE WE SERVE. WE AFFIRM THE WORTH OF ALL (CONTINUED IN SCHEDULE O) THOSE WE SERVE AND THOSE WHO PROVIDE SERVICE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt012757580
IRS990/NetAssetsOrFundBalancesEOYAmt014077852
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0149918
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0149918
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01333055
IRS990/NoncashContributionsAmt0118728
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01495
IRS990/OccupancyGrp/TotalAmt01495
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05270
IRS990/OfficeExpensesGrp/TotalAmt05270
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02331446
IRS990/OtherAssetsTotalGrp/EOYAmt01532741
IRS990/OtherChangesInNetAssetsAmt0-75388
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt026383
IRS990/OtherEmployeeBenefitsGrp/TotalAmt026383
IRS990/OtherExpensesGrp/Desc0BAD DEBTS
IRS990/OtherExpensesGrp/Desc1ALL OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt028969
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0-1300
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19640
IRS990/OtherExpensesGrp/ProgramServicesAmt043338
IRS990/OtherExpensesGrp/ProgramServicesAmt11251
IRS990/OtherExpensesGrp/TotalAmt042038
IRS990/OtherExpensesGrp/TotalAmt139860
IRS990/OtherLiabilitiesGrp/BOYAmt0912900
IRS990/OtherLiabilitiesGrp/EOYAmt0896700
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0352320
IRS990/OtherSalariesAndWagesGrp/TotalAmt0352320
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt036273
IRS990/PayrollTaxesGrp/TotalAmt036273
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011652
IRS990/PensionPlanContributionsGrp/TotalAmt011652
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02299063
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02329313
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01133330
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0983050
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt043865
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt046286
IRS990/PrincipalOfficerNm0SUSAN MCCONNELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE BISHOP MCCONNELL PROGRAMS ARE FUNDED BY WESLEY HOMES DES MOINES TO PROVIDE FOR THE MEDICAL AND OTHER NEEDS OF QUALIFIED INDEPENDENT LIVING AND ASSISTED LIVING RESIDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0113490
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0113490
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0THE RESIDENT ASSISTANCE PROGRAMS ARE FUNDED BY DIRECT CONTRIBUTIONS AND ENDOWED CONTRIBUTIONS FROM DONORS TO HELP THE WESLEY HOMES CAMPUSES REDUCE THE IMPACT OF SUBSIDIES TO RESIDENTS WHO HAVE EXHAUSTED THEIR FINANCIAL MEANS TO RECEIVE INDEPENDANT AND ASSISTED LIVING SERVICES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt052000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt052000
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0FUNDED BY EMPLOYEES OF WESLEY HOMES AND WESLEY HOMES FOUNDATION, AN EMPLOYEE ASSISTANCE PROGRAM PROVIDES ASSISTANCE GRANTS TO CURRENT EMPLOYEES WHO HAVE EXPERIENCED AN EVENT CAUSING FINANCIAL HARDSHIP OR ARE FURTHERING THEIR EDUCATION.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1FUNDED BY DIRECT CONTRIBUTIONS FROM DONORS TO HELP WESLEY HOMES CAMPUSES REDUCE THE IMPACT TO OPERATIONAL EXPENSES INCURRED BY RESIDENT ACTIVITIES, CHAPLAINCY, AND RESIDENT LIBRARIES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt020635
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt11395362
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt020635
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt11302878
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt10
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01677177
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01427345
IRS990/PYInvestmentIncomeAmt0309062
IRS990/PYOtherExpensesAmt0134382
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-194675
IRS990/PYSalariesCompEmpBnftPaidAmt0619187
IRS990/PYTotalExpensesAmt02180914
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01986239
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt062605
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0451605
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt091148
IRS990/SavingsAndTempCashInvstGrp/EOYAmt029613
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0910583380
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01759108
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WESLEY HOMES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01759108
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt00
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/RevenuesIncludedAmt00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05122282
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt030250
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05541519
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0388987
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04960965
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt015699
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05122282
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0145618
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04729302
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt017614
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04960965
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0353106
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0139057
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04120480
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt06822
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04729302
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0721000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0119000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02312480
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01509000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04120480

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,036,919
Liabilities
$959,067
Net assets
$14,077,852
Revenue
$2,644,106
Expenses
$2,581,501
Net income
$62,605
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.5$0.67$19.9$3.56$3.61$0.05
2023Summary only. Only limited summary data is available for this year.$19.2$0.69$18.5$6.55$3.30$3.25
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$2.79$12.9$2.27$3.12$0.85
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.6$2.20$17.4$4.93$4.19$0.74
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.9$2.11$16.8$4.80$3.15$1.65
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.9$2.34$13.6$1.61$1.22$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.5$2.38$11.1$3.46$4.31$0.85
2017Detailed filing. Detailed filing data is available for this year.$15.0$0.96$14.1$2.64$2.58$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.7$0.99$12.8$1.99$2.18$0.19
2015Summary only. Only limited summary data is available for this year.$13.7$1.05$12.7$3.72$1.01$2.71
2014Summary only. Only limited summary data is available for this year.$12.9$1.10$11.8$3.46$1.91$1.55
2013Detailed filing. Detailed filing data is available for this year.$11.5$1.13$10.4$2.36$1.21$1.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.75$1.26$8.49$1.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.62$1.18$7.44$0.75
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.71$1.35$7.36$0.63