Civic Intelligence

The Wesley School

990 • Fiscal year 2014 • EIN 95-4741072

Jul 01, 2013 to Jun 30, 2014 • Filed on May 13, 2015

Organization ProfileWWW.WESLEYSCHOOL.ORG

View Organization Page

4832 Tujunga Ave91601-4520

(818) 508-4542

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.68x

Higher debt load relative to assets than 82% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

74th percentile

0.63x

Higher debt load relative to revenue than 74% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

73rd percentile

13%

Higher net margin than 73% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

78th percentile

$204,633

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

92nd percentile

40%

Faster asset growth than 92% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

70th percentile

13%

Faster revenue growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$6,580,907

Up $1,896,709 (+40%) from 2013

Net Assets

Up

$2,115,350

Up $990,234 (+88%) from 2013

Liabilities

Up

$4,465,557

Up $906,475 (+25%) from 2013

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin73rd percentile

Revenue

$7,039,372

No earlier filing loaded for comparison.

Expenses

Down

$6,097,762

Down $261,434 (-4.1%) from 2013

Net Income

$941,610

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$30M$20M$10M$0Assets 2010: $4,397,427Liabilities 2010: $2,787,620Net Assets 2010: $1,609,8072010Assets 2011: $4,269,656Liabilities 2011: $2,981,097Net Assets 2011: $1,288,5592011Assets 2012: $4,851,651Liabilities 2012: $3,685,605Net Assets 2012: $1,166,0462012Assets 2013: $4,684,198Liabilities 2013: $3,559,082Net Assets 2013: $1,125,1162013Assets 2014: $6,580,907Liabilities 2014: $4,465,557Net Assets 2014: $2,115,3502014Assets 2015: $7,441,653Liabilities 2015: $4,571,398Net Assets 2015: $2,870,2552015Assets 2016: $9,270,038Liabilities 2016: $6,380,859Net Assets 2016: $2,889,1792016Assets 2017: $9,391,652Liabilities 2017: $6,430,005Net Assets 2017: $2,961,6472017Assets 2018: $10,169,719Liabilities 2018: $6,933,045Net Assets 2018: $3,236,6742018Assets 2019: $10,372,329Liabilities 2019: $7,552,410Net Assets 2019: $2,819,9192019Assets 2020: $10,242,321Liabilities 2020: $7,096,565Net Assets 2020: $3,145,7562020Assets 2021: $11,780,902Liabilities 2021: $7,454,402Net Assets 2021: $4,326,5002021Assets 2022: $11,878,823Liabilities 2022: $7,698,270Net Assets 2022: $4,180,5532022Assets 2023: $22,281,477Liabilities 2023: $18,447,365Net Assets 2023: $3,834,1122023Assets 2024: $28,819,954Liabilities 2024: $25,438,647Net Assets 2024: $3,381,3072024

Highlighted filing

2014

Assets$6,580,907
Liabilities$4,465,557
Net Assets$2,115,350
Open 2014 Filing

Operations Trend

Revenue Growth70th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,114,8372010Revenue 2011: $4,821,346Expenses 2011: $5,187,095Net Income 2011: -$365,7492011Expenses 2012: $5,467,4912012Expenses 2013: $6,359,1962013Revenue 2014: $7,039,372Expenses 2014: $6,097,762Net Income 2014: $941,6102014Revenue 2015: $7,907,919Expenses 2015: $7,058,975Net Income 2015: $848,9442015Revenue 2016: $8,330,598Expenses 2016: $8,148,077Net Income 2016: $182,5212016Revenue 2017: $8,950,338Expenses 2017: $8,731,338Net Income 2017: $219,0002017Revenue 2018: $9,547,964Expenses 2018: $9,272,937Net Income 2018: $275,0272018Revenue 2019: $9,890,231Expenses 2019: $10,346,356Net Income 2019: -$456,1252019Revenue 2020: $10,348,569Expenses 2020: $10,034,408Net Income 2020: $314,1612020Revenue 2021: $11,054,121Expenses 2021: $10,139,821Net Income 2021: $914,3002021Revenue 2022: $11,587,661Expenses 2022: $11,557,816Net Income 2022: $29,8452022Revenue 2023: $11,598,720Expenses 2023: $12,029,761Net Income 2023: -$431,0412023Revenue 2024: $12,937,230Expenses 2024: $13,570,993Net Income 2024: -$633,7632024

Highlighted filing

2014

Revenue$7,039,372
Expenses$6,097,762
Net Income$941,610
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 13, 2015
Return Version
2013v4.0
Gross Receipts
$7,104,593
Mission and Program Overview

Mission

The wesley school builds confidence and encourages independence through a challenging academic program that stretches each student to reach the highest level of individual achievement within a supportive, nurturing environment. Wesley cultivates in students strong creative, physical, and spiritual foundations to prepare them to be productive and respectful contributors to a global society.

To promote academic excellence and character development in a supportive, nurturing environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,226,436$4,143,964▲ $917,528
Pledges and Grants Receivable$172,994$924,547▲ $751,553
Investments in Publicly Traded Securities$745,741$791,990▲ $46,249
Land, Buildings, and Equipment, Net$362,160$587,084▲ $224,924
Prepaid Expenses and Deferred Charges$101,552$92,695▼ $8,857
Savings and Temporary Cash Investments$1,625$14,930▲ $13,305
Accounts Receivable$54,690$6,697▼ $47,993
Total Assets$4,684,198$6,580,907▲ $1,896,709
Other Assets Total$19,000$19,000→ $0
Liabilities
Deferred Revenue$1,968,167$2,747,768▲ $779,601
Other Liabilities$1,296,405$1,522,102▲ $225,697
Accounts Payable and Accrued Expenses$294,510$195,687▼ $98,823
Total Liabilities$3,559,082$4,465,557▲ $906,475
Net Assets / Fund Balance
Temporarily Rstr Net Assets$404,359$1,256,041▲ $851,682
Unrestricted Net Assets$700,757$839,309▲ $138,552
Permanently Rstr Net Assets$20,000$20,000→ $0
Total Net Assets Fund Balance$1,125,116$2,115,350▲ $990,234
Total Liabilities and Net Assets / Fund Balance$4,684,198$6,580,907▲ $1,896,709

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$372,475$953,941$1,326,416
Equipment$50,685$593,912$644,597
Other Land Buildings$163,924-$163,924

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$767,367$6,274▲ $55,199-$826,920
2012$727,113-▲ $42,062-$767,367
2011$712,654-▲ $16,184-$727,113
2010$653,057-▲ $61,249-$712,654
2009$626,258-▲ $28,251-$653,057
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Harold WalterHead of SchoolFT$191,636$12,997$204,633
Verena DenoveAssistant Head of SchoolFT$122,118$10,528$132,646
Michelle ShanksDirector of FinanceFT$104,183$7,867$112,050

Board Members and Trustees

NameTitle
Kevin PlunkettChair, Trustee
Karla MaccaryVice Chair, Trustee
Mark YoungSecretary, Trustee
Natacha RafalskiTreasurer, Trustee
Al KennedyTrustee
Alain YotnegparianTrustee
Bertha MunozTrustee
Craig RossiTrustee
Erin UnderhillTrustee
Francisco NavarroTrustee
Heemanshu BhagatTrustee
John SchouweilerTrustee
Lisa DemaineTrustee
Marc CohenTrustee
Robert IvisonTrustee
Scott ShepardTrustee
Tracey PollackTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Harvest MoonCatering Services-$164,744
Revenue and Support

Revenue Composition

Contributions and Grants
$1,305,697
Program Service Revenue
$5,594,965
Investment Income
$4,655
Other Revenue
$134,055
All Other Contributions
$1,277,947
Change in Net Assets
$941,610

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,039,372
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-746,935
Total Revenue per Audited Statements
$6,292,437
Total Revenue per Form 990
$7,039,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,558,782
Other Expenses$1,743,421
Grants and Similar Amounts Paid$795,559
Total Fundraising Expense$346,128
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,104,352$395,237$135,360$2,634,949
Grants to Domestic Individuals$795,559--$795,559
Occupancy$534,520$59,391$9,256$603,167
Current Officers, Directors, Trustees, and Key Employees$168,872$60,607$103,342$332,821
Other Employee Benefits$206,278$40,205$17,884$264,367
Payroll Taxes$185,026$36,924$18,852$240,802
All Other Expenses$22,807$96,100$31,645$150,552
Insurance$111,666$22,284$11,377$145,327
Pension Plan Contributions$69,944$12,724$3,175$85,843
Office Expenses$53,915$14,135$3,982$72,032
Depreciation Depletion$62,141$6,905$1,076$70,122
Other Expenses$49,993$5,555$866$56,414
Conferences and Meetings$35,621$7,109$3,629$46,359
Fees for Services Other$11,858$23,864$5,684$41,406
Fees for Services Legal-$33,959-$33,959
Total Functional Expenses$4,936,635$814,999$346,128$6,097,762

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,097,762
Expenses per Audited Statements$5,302,203
Total Expenses per Audited Statements$5,302,203
Expenses Not Reported on Financial Statements$795,559
Other Expense Adjustments$795,559
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$108,343
Fundraising Direct Expenses$43,927
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$136,093$108,343-$108,343
Total Events$136,093$108,343$33,473$74,870
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$1,522,102
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“To delete obsolete board positions from the bylaws; assistant head of school and parents' association chair/president.”

Form 990, Part VI, Section B, Line 11

“The form 990 for the year ended june 30, 2014 was reviewed by the finance committee and then sent to the board of trustees for any comments or questions prior to finalization of the return.”

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

“The organization reviews the conflict of interest forms completed by officers, directors, trustees, and key employees and monitors activity thorughout the year.”

Form 990, Part VI, Section B, Line 15

“The compensation committee of the board, with advisement of a lawyer, reviews all documents, including comparable salaries of schools within the los angeles area. Based on this information, a fair compensation is determined. This committee performs these duties for the organization's head of school and any key employees with salaries over $100,000.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

EIN
95-4741072
Phone
8185084542

Signing Officer

Name
Kevin Plunkett
Title
Chair/trustee
Phone
8185084542
Signed
2015-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Plunkett
Formed
1999
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
16
Employees
85
Volunteers
50

Preparer

Preparer
Bared Dilacar
Phone
6267933600
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The audit committee assumes responsibility for oversight of the audit of its financial statements and selection of an independent auditor.”

Financial Statement Notes

PART III, LINE 4:

“The school has a painting displayed in its business office and it is available for scholarly use.”

PART V, LINE 4:

“Appropriation of endowment assets for expenditure will be used for operations, infrastructure redevelopment, and other capital projects for the benefit of the school and the programs the school supports.”

PART X, LINE 2:

“The school is a nonprofit, tax-exempt organization as described in section 501(c)(3) of the internal revenue code and is exempt from federal income and state franchise taxes on related income pursuant to section 501(a) of the code and similar provisions of the california franchise tax code. The school does not engage in any significant unrelated trades or businesses. Accordingly, no provision for income taxes is required. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes all of the positions taken by the school are more likely than not to be sustained upon examination. The returns are subject to examination by federal and state taxing authorities generally three and four years, respectively, after they are filed.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“FINANCIAL AID -795,559.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“FINANCIAL AID 795,559.”

Raw XML AppendixShowing 400 of 662 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.

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IRS990/Desc0THE WESLEY SCHOOL SEEKS TO INSTILL IN ITS STUDENTS A STRONG INTELLECTUAL, PHYSICAL AND SPIRITUAL FOUNDATION. THE SCHOOL CULTIVATES INDIVIDUAL GROWTH AND CREATIVITY, AS WELL AS A SENSE OF SOCIAL RESPONSIBILITY. THE WESLEY SCHOOL CELEBRATES COMMUNITY SPIRIT AND RELIES ON PARENT SUPPORT AND INVOLVEMENT TO SUCCESSFULLY ACHIEVE ITS MISSION.DURING THE FISCAL YEAR ENDED JUNE 30, 2014, 234 STUDENTS WERE ENROLLED IN GRADES KINDERGARTEN THROUGH EIGHTH GRADE AND 54 STUDENTS RECEIVED FINANCIAL AID.
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IRS990/Form990PartVIISectionAGrp/PersonNm4HEEMANSHU BHAGAT
IRS990/Form990PartVIISectionAGrp/PersonNm5MARC COHEN
IRS990/Form990PartVIISectionAGrp/PersonNm6LISA DEMAINE
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT IVISON
IRS990/Form990PartVIISectionAGrp/PersonNm8AL KENNEDY
IRS990/Form990PartVIISectionAGrp/PersonNm9BERTHA MUNOZ
IRS990/Form990PartVIISectionAGrp/PersonNm10FRANCISCO NAVARRO
IRS990/Form990PartVIISectionAGrp/PersonNm11TRACEY POLLACK
IRS990/Form990PartVIISectionAGrp/PersonNm12CRAIG ROSSI
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN SCHOUWEILER
IRS990/Form990PartVIISectionAGrp/PersonNm14ERIN UNDERHILL
IRS990/Form990PartVIISectionAGrp/PersonNm15ALAIN YOTNEGPARIAN
IRS990/Form990PartVIISectionAGrp/PersonNm16SCOTT SHEPARD
IRS990/Form990PartVIISectionAGrp/PersonNm17HAROLD WALTER
IRS990/Form990PartVIISectionAGrp/PersonNm18MICHELLE SHANKS
IRS990/Form990PartVIISectionAGrp/PersonNm19VERENA DENOVE
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/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17191636
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18104183
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19122118
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/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR, TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR, TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER, TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY, TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt19ASSISTANT HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt027750
IRS990/FundraisingDirectExpensesAmt043927
IRS990/FundraisingGrossIncomeAmt0108343
IRS990/GainOrLossGrp/SecuritiesAmt0-6070
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt0795559
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0795559
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0795559
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt015224
IRS990/GrossReceiptsAmt07104593
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt011377
IRS990/InsuranceGrp/ManagementAndGeneralAmt022284
IRS990/InsuranceGrp/ProgramServicesAmt0111666
IRS990/InsuranceGrp/TotalAmt0145327
IRS990/InvestmentIncomeGrp/ExclusionAmt010725
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010725
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0745741
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0791990
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01547853
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0362160
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0587084
IRS990/LandBldgEquipCostOrOtherBssAmt02134937
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt021294
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE WESLEY SCHOOL IS AN INDEPENDENT, NON-PROFIT, KINDERGARTEN THROUGH EIGHTH GRADE SCHOOL, WELCOMING FAMILIES OF ALL ETHINIC, RACIAL, RELIGIOUS, AND ECONOMIC BACKGROUNDS. THE MISSION OF THE SCHOOL IS TO PROMOTE ACADEMIC EXCELLENCE AND CHARACTER DEVELOPMENT IN A SUPPORTIVE, NURTURING ENVIRONMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01125116
IRS990/NetAssetsOrFundBalancesEOYAmt02115350
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-6070
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-6070
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt064416
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt064416
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt048624
IRS990/NoncashContributionsAmt01200
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt09256
IRS990/OccupancyGrp/ManagementAndGeneralAmt059391
IRS990/OccupancyGrp/ProgramServicesAmt0534520
IRS990/OccupancyGrp/TotalAmt0603167
IRS990/OfficeExpensesGrp/FundraisingAmt03982
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014135
IRS990/OfficeExpensesGrp/ProgramServicesAmt053915
IRS990/OfficeExpensesGrp/TotalAmt072032
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt019000
IRS990/OtherAssetsTotalGrp/EOYAmt019000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt017884
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt040205
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0206278
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0264367
IRS990/OtherExpensesGrp/Desc0INSTRUCTIONAL EXPENSES
IRS990/OtherExpensesGrp/Desc1AUXILIARY EXPENSE
IRS990/OtherExpensesGrp/Desc2PARENT ASSO. EXPENSE
IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt0866
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05555
IRS990/OtherExpensesGrp/ProgramServicesAmt0250627
IRS990/OtherExpensesGrp/ProgramServicesAmt1206139
IRS990/OtherExpensesGrp/ProgramServicesAmt267317
IRS990/OtherExpensesGrp/ProgramServicesAmt349993
IRS990/OtherExpensesGrp/TotalAmt0250627
IRS990/OtherExpensesGrp/TotalAmt1206139
IRS990/OtherExpensesGrp/TotalAmt267317
IRS990/OtherExpensesGrp/TotalAmt356414
IRS990/OtherLiabilitiesGrp/BOYAmt01296405
IRS990/OtherLiabilitiesGrp/EOYAmt01522102
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0PARENT ASSOCIATION
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt068465
IRS990/OtherRevenueMiscGrp/ExclusionAmt11174
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt068465
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11174
IRS990/OtherRevenueTotalAmt069639
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0135360
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0395237
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02104352
IRS990/OtherSalariesAndWagesGrp/TotalAmt02634949
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt018852
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt036924
IRS990/PayrollTaxesGrp/ProgramServicesAmt0185026
IRS990/PayrollTaxesGrp/TotalAmt0240802
IRS990/PensionPlanContributionsGrp/FundraisingAmt03175
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt012724
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt069944
IRS990/PensionPlanContributionsGrp/TotalAmt085843
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt020000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt020000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0172994
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0924547
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0101552
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt092695
IRS990/PrincipalOfficerNm0KEVIN PLUNKETT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1AUXILIARY PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc2INSTRUCTIONAL PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05237809
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1333662
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt223494
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05237809
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1333662
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt223494
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0455682
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0850787
IRS990/PYInvestmentIncomeAmt029127
IRS990/PYOtherExpensesAmt01836834
IRS990/PYOtherRevenueAmt0160254
IRS990/PYProgramServiceRevenueAmt05661571
IRS990/PYRevenuesLessExpensesAmt0-52562
IRS990/PYSalariesCompEmpBnftPaidAmt03613586
IRS990/PYTotalExpensesAmt06359196
IRS990/PYTotalProfFndrsngExpnsAmt057989

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,580,907
Liabilities
$4,465,557
Net assets
$2,115,350
Revenue
$7,039,372
Expenses
$6,097,762
Net income
$941,610
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.8$25.4$3.38$12.9$13.6$0.63
2023Detailed filing. Detailed filing data is available for this year.$22.3$18.4$3.83$11.6$12.0$0.43
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$7.70$4.18$11.6$11.6$0.03
2021Detailed filing. Detailed filing data is available for this year.$11.8$7.45$4.33$11.1$10.1$0.91
2020Detailed filing. Detailed filing data is available for this year.$10.2$7.10$3.15$10.3$10.0$0.31
2019Detailed filing. Detailed filing data is available for this year.$10.4$7.55$2.82$9.89$10.3$0.46
2018Detailed filing. Detailed filing data is available for this year.$10.2$6.93$3.24$9.55$9.27$0.28
2017Detailed filing. Detailed filing data is available for this year.$9.39$6.43$2.96$8.95$8.73$0.22
2016Detailed filing. Detailed filing data is available for this year.$9.27$6.38$2.89$8.33$8.15$0.18
2015Detailed filing. Detailed filing data is available for this year.$7.44$4.57$2.87$7.91$7.06$0.85
2014Detailed filing. Detailed filing data is available for this year.$6.58$4.47$2.12$7.04$6.10$0.94
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.68$3.56$1.13$6.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.85$3.69$1.17$5.47
2011Summary only. Only limited summary data is available for this year.$4.27$2.98$1.29$4.82$5.19$0.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.40$2.79$1.61$5.11