Form 990 for tax year 2024
Filed by WESLEY RETIREMENT SERVICES INC.
Totals
- Total revenue
- $110,706,755
- Total expenses
- $108,738,113
- Contributions and grants received
- $1,908,392
- Grants paid
- $0
- Program service revenue
- not reported
- Investment income
- not reported
- Other revenue
- not reported
- Total assets, end of year
- not reported
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- not reported
- Program services expenses (Part IX)
- $99,462,750
- Management and general expenses
- $8,427,207
- Fundraising expenses
- $848,156
- Program service expenses (Part III)
- $99,462,750
Program services were 91.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
CHAD RASMUSSEN
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
SUSAN OSWEILER
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
CHRISTINA TAYLOR
CHIEF MEDICAL OFFICER
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
KIP ALBERTSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
KARI COOLING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
NICK HENDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
BARBARA DECKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
BOB RUCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
DAVID STOUT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
LAURA JACKSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
JOHN MOORLACH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
RICH WILLIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
ROB KRETZINGER
PRESIDENT & CEO
- Total calculated
- $960,534
- From this org
- $494,209
- From related orgs
- $404,353
- Other
- $61,972
- Hours/week
- 26 + 14 related
Schedule J breakdown matched by us
- Base
- $377,067 + $308,509 related
- Bonus
- $104,492 + $85,494 related
- Other
- $12,650 + $10,350 related
- Deferred
- $16,775 + $13,725 related
- Nontaxable benefits
- $17,310 + $14,162 related
- Filer's total
- $528,294 + $432,240 related
-
CRAIG FLANAGAN
CFO
- Total calculated
- $374,066
- From this org
- $189,235
- From related orgs
- $154,829
- Other
- $30,002
- Hours/week
- 26 + 14 related
Schedule J breakdown matched by us
- Base
- $183,028 + $149,751 related
- Bonus
- $55 + $45 related
- Other
- $6,152 + $5,033 related
- Deferred
- $10,725 + $8,775 related
- Nontaxable benefits
- $5,776 + $4,726 related
- Filer's total
- $205,736 + $168,330 related
-
ALLISON MERCURIS PENDROY
COO
- Total calculated
- $427,232
- From this org
- $213,057
- From related orgs
- $154,950
- Other
- $59,225
- Hours/week
- 26 + 14 related
Schedule J breakdown matched by us
- Base
- $212,875 + $154,818 related
- Bonus
- $0
- Other
- $182 + $132 related
- Deferred
- $15,409 + $11,207 related
- Nontaxable benefits
- $18,879 + $13,730 related
- Filer's total
- $247,345 + $179,887 related
-
DAMON BUSKOHL
WESLEY ON GRAND EXECUTIVE DIR
- Total calculated
- $253,952
- From this org
- $214,648
- From related orgs
- $0
- Other
- $39,304
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $214,548
- Bonus
- $0
- Other
- $100
- Deferred
- $6,439
- Nontaxable benefits
- $32,865
- Filer's total
- $253,952
-
NANCY BLOWERS-HAMILTON
COTTAGES EXECUTIVE DIRECTO
- Total calculated
- $199,476
- From this org
- $162,558
- From related orgs
- $0
- Other
- $36,918
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $162,458
- Bonus
- $0
- Other
- $100
- Deferred
- $4,877
- Nontaxable benefits
- $32,041
- Filer's total
- $199,476
-
ABBY HARLACHER
EDGEWATER EXECUTIVE DIRECT
- Total calculated
- $162,492
- From this org
- $140,232
- From related orgs
- $0
- Other
- $22,260
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $138,632
- Bonus
- $1,500
- Other
- $100
- Deferred
- $4,207
- Nontaxable benefits
- $18,053
- Filer's total
- $162,492
-
PETER GRAY
HERITAGE HOUSE EXECUTIVE D
- Total calculated
- $178,113
- From this org
- $151,874
- From related orgs
- $0
- Other
- $26,239
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $151,774
- Bonus
- $0
- Other
- $100
- Deferred
- $4,556
- Nontaxable benefits
- $21,683
- Filer's total
- $178,113
-
HEATHER VENZ-FRANK
THE VILLAGE EXECUTIVE DIRE
- Total calculated
- $172,015
- From this org
- $141,990
- From related orgs
- $0
- Other
- $30,025
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $140,390
- Bonus
- $1,500
- Other
- $100
- Deferred
- $4,260
- Nontaxable benefits
- $25,765
- Filer's total
- $172,015
-
TERESA KRUEGER
BRIO EXECUTIVE DIRECTOR
- Total calculated
- $130,974
- From this org
- $128,016
- From related orgs
- $0
- Other
- $2,958
- Hours/week
- 40
-
VANI TSCHANTZ
ED HALCYON HOUSE
- Total calculated
- $168,609
- From this org
- $133,865
- From related orgs
- $0
- Other
- $34,744
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $133,865
- Bonus
- $0
- Other
- $0
- Deferred
- $4,877
- Nontaxable benefits
- $29,867
- Filer's total
- $168,609
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- ROB KRETZINGER, PRESIDENT & CEO AND CRAIG FLANAGAN, CFO, EACH RECEIVED $3,600 FOR SOCIAL CLUB DUES; THIS BENEFIT WAS INCLUDED IN HIS TAXABLE W-2 COMPENSATION.
- PART I, LINE 3
- WESLEYLIFE DETERMINES THE CEO'S COMPENSATION. WESLEYLIFE, WCS AND WRS HAVE THE SAME BOARD MEMBERS. SEE SCHEDULE O FOR THE NARRATIVE RELATED TO FORM 990, PART VI, LINE 15 FOR FURTHER INFORMATION.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · HOME HEALTH CARE · IA · controlled entity
Directly controlled by WESLEYLIFE
-
501(C)(3) · SUPPORT WESLEY RETIREMENT SERVICES · IA
-
501(C)(3) · SENIOR HOUSING DEVELOPMENT · IA · controlled entity
Directly controlled by WESLEYLIFE
-
WESLEY FOUNDATION
501(C)(3) · FUNDRAISING · IA · controlled entity
Directly controlled by WESLEYLIFE
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.
-
EDGEWATER A WESLEY ACTIVE LIVE COMMUNITY LLC
LONG TERM CARE · IA · income $23,631,269 · assets $92,970,582
Directly controlled by WESLEY RETIREMENT SERVICES INC
-
HEARTHSTONE A MINISTRY OF WESLEYLIFE LLC
LONG TERM CARE · IA · income $16,908,571 · assets $25,825,513
Directly controlled by WESLEY RETIREMENT SERVICES INC
-
LONG TERM CARE · IA · income $10,691,930 · assets $40,476,224
Directly controlled by WESLEY RETIREMENT SERVICES INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202533189349313818
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