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Nonprofiteer
← WESLEY COMMUNITY SERVICES ORGANIZATION

Form 990 for tax year 2023

Filed by WESLEY COMMUNITY SERVICES ORGANIZATION.

Totals

Total revenue
$15,506,490
Total expenses
$14,975,049
Contributions and grants received
$2,656,416
Grants paid
$0
Program service revenue
$12,435,472
Investment income
$416,499
Other revenue
-$1,897
Total assets, end of year
$17,765,691
Total liabilities, end of year
$5,543,177
Net assets or fund balances, end of year
$12,222,514
Program services expenses (Part IX)
$13,131,134
Management and general expenses
$1,124,640
Fundraising expenses
$719,275
Program service expenses (Part III)
$13,131,134

Program services were 87.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $103,559

  • 1c · Fundraising events

    $58,644

  • 1e · Government grants (contributions)

    $224,651

  • 1f · All other contributions, gifts and grants

    $2,269,562

  • 1g · Noncash contributions included above

    $175,146

  • 2a · Program service revenue: Community Service

    total $12,435,472 · related or exempt $12,435,472

  • 3 · Investment income

    total $406,371 · excluded $406,371

  • 7a · Gross sales of assets other than inventory

    securities $3,571,796 · other assets $10,109

  • 7b · Less cost or other basis and sales expenses

    securities $3,571,777 · other assets $0

  • 7c · Gain or loss

    securities $19 · other assets $10,109

  • 7d · Net gain or loss

    total $10,128 · excluded $10,128

  • 8a · Fundraising events: gross income

    $11,500

  • 8a · Fundraising events: contributions included on line 1c

    $58,644

  • 8b · Fundraising events: direct expenses

    $47,965

  • 8c · Net income from fundraising events

    total -$36,465 · excluded -$36,465

  • 11a · Other revenue: 403B forfeiture

    total $16,965 · excluded $16,965

  • 11b · Other revenue: OBWC Refund

    total $13,358 · excluded $13,358

  • 11c · Other revenue: Other income

    total $4,245 · excluded $4,245

  • 11e · Other revenue, total

    $34,568

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $540,919 · program services $325,875 · management and general $175,837 · fundraising $39,207

  • 7 · Other salaries and wages

    total $5,301,279 · program services $5,004,018 · management and general $211,154 · fundraising $86,107

  • 8 · Pension plan contributions

    total $140,336 · program services $130,908 · management and general $6,449 · fundraising $2,979

  • 9 · Other employee benefits

    total $511,324 · program services $466,702 · management and general $23,284 · fundraising $21,338

  • 10 · Payroll taxes

    total $421,913 · program services $386,748 · management and general $26,061 · fundraising $9,104

  • 11b · Fees: legal

    total $70,484 · program services $1,519 · management and general $54,330 · fundraising $14,635

  • 11c · Fees: accounting

    total $85,294 · management and general $85,294

  • 11d · Fees: lobbying

    total $16,000 · fundraising $16,000

  • 11e · Fees: professional fundraising services

    total $299,916 · fundraising $299,916

  • 11f · Fees: investment management

    total $20,815 · management and general $20,815

  • 11g · Fees: other

    total $740,901 · program services $574,811 · management and general $157,680 · fundraising $8,410

  • 12 · Advertising and promotion

    total $158,021 · program services $6,422 · management and general $134,740 · fundraising $16,859

  • 13 · Office expenses

    total $702,857 · program services $620,834 · management and general $22,209 · fundraising $59,814

  • 14 · Information technology

    total $287,827 · program services $205,683 · management and general $61,035 · fundraising $21,109

  • 16 · Occupancy

    total $256,017 · program services $229,359 · management and general $22,226 · fundraising $4,432

  • 19 · Conferences, conventions and meetings

    total $6,243 · program services $1,603 · management and general $4,531 · fundraising $109

  • 20 · Interest

    total $22,331 · program services $8,514 · management and general $13,817

  • 22 · Depreciation, depletion and amortization

    total $359,676 · program services $342,144 · management and general $14,835 · fundraising $2,697

  • 23 · Insurance

    total $229,871 · program services $218,842 · management and general $9,556 · fundraising $1,473

  • 24a · Other expenses: Food

    total $3,960,998 · program services $3,960,998

  • 24b · Other expenses: Vehicles and Transporta

    total $446,093 · program services $445,314 · management and general $714 · fundraising $65

  • 24c · Other expenses: Other expenses

    total $395,934 · program services $200,840 · management and general $80,073 · fundraising $115,021

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,089,166 · end of year $3,120,418

  • 3 · Pledges and grants receivable

    beginning of year $3,247,914 · end of year $1,565,400

  • 8 · Inventories for sale or use

    beginning of year $198,380 · end of year $171,920

  • 9 · Prepaid expenses and deferred charges

    beginning of year $113,781 · end of year $115,606

  • 10a · Land, buildings and equipment: cost or other basis

    $8,384,932

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,514,739

  • 10c · Land, buildings and equipment, net

    beginning of year $3,269,477 · end of year $4,870,193

  • 11 · Investments: publicly traded securities

    beginning of year $5,130,185 · end of year $2,740,983

  • 15 · Other assets

    beginning of year $810,750 · end of year $5,181,171

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,165,927 · end of year $1,025,489

  • 19 · Deferred revenue

    beginning of year $19,357 · end of year $40,260

  • 21 · Escrow or custodial account liability

    beginning of year $322,729 · end of year $431,873

  • 23 · Secured mortgages and notes payable

    beginning of year $430,284 · end of year $3,485,731

  • 25 · Other liabilities

    beginning of year $657,142 · end of year $559,824

  • 27 · Net assets without donor restrictions

    beginning of year $10,460,039 · end of year $11,066,382

  • 28 · Net assets with donor restrictions

    beginning of year $804,175 · end of year $1,156,132

Mission and programs · 2023

Mission

To deliver essential services that promote the independence of seniors so that they may remain in the comfort of their own homes.

Activities or mission (Part I)

To promote the independence and enhance the life of seniors.

  • Food Deliveries: Provides nutritionally balanced meals prepared by our kitchen staff with both regular and therapeutic diet options. These meals are provided not only to our seniors who need in-home meal services, but also to those dining at congregate locations. In 2023, a total of 1,172,430 meals were served to seniors in these settings.

    Expenses $9,857,885 · Revenue $10,977,783

  • Specialized Transportation: Provides transportation services for the elderly to senior centers, medical appointments, recreational trips, and shopping. This program provided 36,638 trips in 2023.

    Expenses $1,081,410 · Revenue $868,720

  • Social Services: Provides protection to the elderly from abuse, neglect, self-neglect, and exploitation. The program provided 7,758 hours of services in 2023.

    Expenses $1,073,488 · Revenue $574,589

  • Expenses $1,118,351 · Revenue $14,380

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Danielle McColaugh

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Guinette M Kirk

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Sarah Celi

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Bart Richardson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Michael Murphy

    Chairperson

    Total calculated
    $0
    Hours/week
    1

  • Thomas Kaylor

    Trustee - Exited 12/23

    Total calculated
    $0
    Hours/week
    1

  • Lyndsey R Barnett

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Mary Wagner

    Vice-Chair

    Total calculated
    $0
    Hours/week
    1

  • Dan Rozewski

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Dan Driehaus

    Past-Chairperson

    Total calculated
    $0
    Hours/week
    1

  • Renee Dunn

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Morgan Rhule

    Trustee - Exited 5/23

    Total calculated
    $0
    Hours/week
    1

  • Rob Jutze

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Patrick O'Neill

    Trustee - Exited 11/23

    Total calculated
    $0
    Hours/week
    1

  • Andy Sathe

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Mike Snow

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • DJ Hodge

    Trustee - Started 11/23

    Total calculated
    $0
    Hours/week
    1

  • Tom Cooney

    Trustee - Started 2/23

    Total calculated
    $0
    Hours/week
    1

  • Tony Fenno

    Secretary - Started 2/23

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Steele

    CEO - Exited 07/23

    Total calculated
    $149,973
    From this org
    $141,873
    From related orgs
    $0
    Other
    $8,100
    Hours/week
    40

  • Connie Baker

    Chief Operating Officer

    Total calculated
    $148,410
    From this org
    $135,513
    From related orgs
    $0
    Other
    $12,897
    Hours/week
    40

  • Robin Rodgers

    Chief Financial Officer

    Total calculated
    $128,289
    From this org
    $123,305
    From related orgs
    $0
    Other
    $4,984
    Hours/week
    40

  • Paul Brunner

    Interim CEO

    Total calculated
    $114,248
    From this org
    $114,248
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Michael Beck

    Chief Production

    Total calculated
    $141,234
    From this org
    $125,015
    From related orgs
    $0
    Other
    $16,219
    Hours/week
    40

  • Forest Russman

    Chief Logistics Innovation Officer

    Total calculated
    $143,436
    From this org
    $135,580
    From related orgs
    $0
    Other
    $7,856
    Hours/week
    40

  • Shelley Goering

    Chief Business Development Officer

    Total calculated
    $122,096
    From this org
    $115,621
    From related orgs
    $0
    Other
    $6,475
    Hours/week
    40

  • Matthew Melody

    Chief People Officer

    Total calculated
    $121,294
    From this org
    $109,111
    From related orgs
    $0
    Other
    $12,183
    Hours/week
    40

  • Sarah Celenza

    Chief Giving Officer

    Total calculated
    $114,956
    From this org
    $103,074
    From related orgs
    $0
    Other
    $11,882
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • Wesley Community Services LLC

    To Provide Administration/Support Services · OH · income $12,371,799 · assets $2,355,972

    Directly controlled by Wesley Community Services Organization

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202443189349305794

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