Totals
- Total revenue
- $4,397,338
- Total expenses
- $3,818,614
- Contributions and grants received
- $80,933
- Grants paid
- $2,500
- Program service revenue
- $3,620,853
- Investment income
- -$5,288
- Other revenue
- $700,840
- Total assets, end of year
- $25,280,752
- Total liabilities, end of year
- $21,745,128
- Net assets or fund balances, end of year
- $3,535,624
- Program services expenses (Part IX)
- $2,330,120
- Management and general expenses
- $1,488,494
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,330,120
Program services were 61.0% 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.
-
1f · All other contributions, gifts and grants
$80,933
-
2a · Program service revenue: MANAGEMENT FEES
total $2,065,104 · related or exempt $2,065,104
-
2b · Program service revenue: SERVICE FEES
total $987,417 · related or exempt $987,417
-
2c · Program service revenue: ENTRANCE FEE AMORTIZATION
total $568,332 · related or exempt $568,332
-
3 · Investment income
total -$5,288 · excluded -$5,288
-
5 · Royalties
total $12,000 · excluded $12,000
-
6a · Gross rents
real property $573,418
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $573,418
-
6d · Net rental income or loss
total $573,418 · related or exempt $573,418
-
11a · Other revenue: DEVELOPER FEES
total $107,907 · related or exempt $107,907
-
11b · Other revenue: FARM INCOME
total $7,515 · excluded $7,515
-
11e · Other revenue, total
$115,422
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,500 · program services $2,500
-
7 · Other salaries and wages
total $749,371 · program services $218,919 · management and general $530,452
-
8 · Pension plan contributions
total $20,545 · program services $6,108 · management and general $14,437
-
9 · Other employee benefits
total $72,796 · program services $10,104 · management and general $62,692
-
10 · Payroll taxes
total $59,610 · program services $17,455 · management and general $42,155
-
11a · Fees: management
total $168,500 · management and general $168,500
-
11b · Fees: legal
total $2,862 · management and general $2,862
-
11c · Fees: accounting
total $5,400 · management and general $5,400
-
11f · Fees: investment management
total $5,072 · management and general $5,072
-
11g · Fees: other
total $137,809 · program services $102,211 · management and general $35,598
-
12 · Advertising and promotion
total $119,759 · program services $115,223 · management and general $4,536
-
13 · Office expenses
total $44,250 · program services $15,880 · management and general $28,370
-
14 · Information technology
total $7,777 · program services $1,264 · management and general $6,513
-
16 · Occupancy
total $60,288 · program services $20,071 · management and general $40,217
-
17 · Travel
total $14,338 · program services $3,724 · management and general $10,614
-
19 · Conferences, conventions and meetings
total $3,987 · management and general $3,987
-
20 · Interest
total $285,531 · program services $285,531
-
22 · Depreciation, depletion and amortization
total $1,261,661 · program services $1,261,661
-
23 · Insurance
total $441,695 · management and general $441,695
-
24a · Other expenses: DEVELOPMENT FUND EXPENS
total $200,301 · program services $200,301
-
24b · Other expenses: REPAIRS AND RENOVATIONS
total $71,711 · program services $58,285 · management and general $13,426
-
24c · Other expenses: DUES & SUBSCRIPTIONS
total $22,490 · management and general $22,490
-
24d · Other expenses: TAXES & LICENSES
total $11,178 · management and general $11,178
-
24e · All other expenses
total $49,183 · program services $10,883 · management and general $38,300
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $3,274,136 · end of year $3,094,405
-
4 · Accounts receivable
beginning of year $490,359 · end of year $548,276
-
9 · Prepaid expenses and deferred charges
beginning of year $70,831 · end of year $50,911
-
10a · Land, buildings and equipment: cost or other basis
$27,280,764
-
10b · Land, buildings and equipment: accumulated depreciation
$10,072,135
-
10c · Land, buildings and equipment, net
beginning of year $17,336,633 · end of year $17,208,629
-
11 · Investments: publicly traded securities
beginning of year $1,315,172 · end of year $1,497,865
-
15 · Other assets
beginning of year $3,019,216 · end of year $2,880,666
-
17 · Accounts payable and accrued expenses
beginning of year $6,128,235 · end of year $5,958,506
-
19 · Deferred revenue
beginning of year $4,343,407 · end of year $3,975,956
-
20 · Tax-exempt bond liabilities
beginning of year $10,955,928 · end of year $10,213,011
-
25 · Other liabilities
beginning of year $1,310,253 · end of year $1,597,655
-
27 · Net assets without donor restrictions
beginning of year $1,915,072 · end of year $2,682,172
-
28 · Net assets with donor restrictions
beginning of year $853,452 · end of year $853,452
Mission and programs · 2024
Mission
WESLEY MANOR IS A CONTINUING CARE RETIREMENT COMMUNITY SEEKING TO ENHANCE THE QUALITY OF LIFE FOR RETIRED PERSONS, ENCOURAGING INDEPENDENCE WITHIN A SECURE ENVIRONMENT WHICH SUPPORTS THE INDIVIDUAL'S INTELLECTUAL, PHYSICAL, AND SPIRITUAL WELL BEING.
Activities or mission (Part I)
WESLEY MANOR IS A CONTINUING CARE RETIREMENT COMMUNITY. SEE SCHEDULE O ADDITIONAL DISCLOSURES.COMMUNITY SEEKING TO ENHANCE THE QUALITY OF LIFE FOR RETIRED PERSONS, ENCOURAGING INDEPENDENCE WITHIN A SECURE ENVIRONMENT WHICH SUPPORTS THE INDIVIDUAL'S INTELLECTUAL, PHYSICAL, AND SPIRITUAL NEEDS; PROVIDING OPPORTUNITIES FOR FELLOWSHIP AND SERVICE THAT WILL ENCOURAGE PERSONAL FULFILLMENT AND HAPPINESS; AND TO MAKE AVAILABLE A VARIETY OF SOCIAL OPPORTUNITIES, PROGRAMS, AND ACTIVITIES THAT WILL ALLOW RESIDENTS TO REMAIN IN THE MAINSTREAM OF LIFE. WESLEY MANOR ALSO SERVES LOW-INCOME COMMUNITIES THROUGH HOUSING, PUBLIC IMPROVEMENTS AND AMENITIES IN ORDER TO IMPROVE QUALITY OF LIFE.
-
RESIDENTIAL LIVING: WESLEY MANOR OFFERS ITS RESIDENTS A PERFECT BALANCE OF INDEPENDENT LIVING WITH SECURITY AND PEACE OF MIND. INDEPENDENT UNITS INCLUDE HOUSEKEEPING, LAUNDRY SERVICES, ON-SITE SECURITY, AND THE CHOICE OF PREPARING YOUR OWN MEALS OR EATING IN THE DISTINCTIVE DINING ROOM.
Expenses $512,626 · Revenue $946,479
-
ASSISTED LIVING: WESLEY MANOR PROVIDES A SPECIAL COMBINATION OF RESIDENTIAL HOUSING, PERSONALIZED SUPPORTIVE SERVICES AND HEALTHCARE, MAXIMIZING INDEPENDENCE FOR THOSE WHO DO NOT NEED THE MORE COMPLETE MEDICAL SERVICES OF A HEALTHCARE FACILITY.
Expenses $605,831 · Revenue $1,118,566
-
NURSING/MEMORY CARE: WESLEY MANOR'S SKILLED AND COMPREHENSIVE MEDICAL SERVICES, INCLUDING 24-HOUR SKILLED NURSING, THERAPY, RESTORATIVE NURSING, MEMORY CARE, AND HOSPICE, ARE AVAILABLE FOR THOSE WHOSE ACTIVITIES CANNOT BE SUFFICIENTLY MAINTAINED IN THEIR CURRENT HOME.
Expenses $1,211,663 · Grants $2,500 · Revenue $2,237,133
As filed on the 2024 return.
Listed in Part VII
-
John S DattiloJOHN S DATTILO
DIRECTOR & PRESIDENT/CEO
- Total calculated
- $577,306
- From this org
- $0
- From related orgs
- $516,969
- Other
- $60,337
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $456,969 related
- Bonus
- $0 + $60,000 related
- Other
- $0
- Deferred
- $0 + $25,836 related
- Nontaxable benefits
- $0 + $34,501 related
- Filer's total
- $0 + $577,306 related
-
Roger E Weideman IIROGER E WEIDEMAN II
DIRECTOR & SVP/CFO
- Total calculated
- $446,129
- From this org
- $0
- From related orgs
- $392,089
- Other
- $54,040
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $352,089 related
- Bonus
- $0 + $40,000 related
- Other
- $0
- Deferred
- $0 + $19,539 related
- Nontaxable benefits
- $0 + $34,501 related
- Filer's total
- $0 + $446,129 related
-
Jane A RichardsonJANE A RICHARDSON
DIRECTOR & CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 2 + 16 related
-
Jeffery A TerpJEFFERY A TERP
DIRECTOR & VICE CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 2 + 14 related
-
Wendy L MeredithWENDY L MEREDITH
DIRECTOR & SECRETARY
- Total calculated
- $0
- Hours/week
- 2 + 18 related
-
John BloomstromJOHN BLOOMSTROM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 13 related
-
Jeffrey CaldwellJEFFREY CALDWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 14 related
-
Brian EllisBRIAN ELLIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 14 related
-
L Dean JonesL DEAN JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 14 related
-
Beth KellyBETH KELLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 14 related
-
Roger D MillerROGER D MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 18 related
-
Fred RobbinsFRED ROBBINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 15 related
-
Jane A SeigelJANE A SEIGEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 14 related
-
Dexter CooleyDEXTER COOLEY
DIRECTOR - PART TIME
- Total calculated
- $0
- Hours/week
- 2 + 9 related
-
B Daniel CarrB DANIEL CARR
CHIEF OPERATING OFFICER
- Total calculated
- $320,125
- From this org
- $0
- From related orgs
- $281,240
- Other
- $38,885
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $268,112 related
- Bonus
- $0 + $13,128 related
- Other
- $0
- Deferred
- $0 + $14,027 related
- Nontaxable benefits
- $0 + $24,858 related
- Filer's total
- $0 + $320,125 related
-
Mark PrifogleMARK PRIFOGLE
VP OPERATIONS
- Total calculated
- $284,980
- From this org
- $0
- From related orgs
- $239,224
- Other
- $45,756
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $227,974 related
- Bonus
- $0 + $11,250 related
- Other
- $0
- Deferred
- $0 + $11,958 related
- Nontaxable benefits
- $0 + $33,798 related
- Filer's total
- $0 + $284,980 related
-
Virginia CromerVIRGINIA CROMER
DIRECTOR OF HEALTH SERVICE
- Total calculated
- $141,479
- From this org
- $126,770
- From related orgs
- $0
- Other
- $14,709
- Hours/week
- 40
-
Cindy L ReecerCINDY L REECER
DIRECTOR OF NURSING
- Total calculated
- $113,074
- From this org
- $111,927
- From related orgs
- $0
- Other
- $1,147
- Hours/week
- 40
-
Leah J JeffriesLEAH J JEFFRIES
ASSOCIATE EXECUTIVE DIRECTOR
- Total calculated
- $133,185
- From this org
- $118,958
- From related orgs
- $0
- Other
- $14,227
- Hours/week
- 40
-
Brent WaymireBRENT WAYMIRE
EXECUTIVE DIRECTOR
- Total calculated
- $195,673
- From this org
- $178,178
- From related orgs
- $0
- Other
- $17,495
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,335
- Bonus
- $6,843
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $17,495
- Filer's total
- $195,673
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
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- THE PERSONNEL NOMINATING COMMITTEE RECOMMENDS DISCRETIONARY BONUSES FOR THE TOP MANAGEMENT OFFICIALS, THAT ARE APPROVED BY THE FULL BOARD AS PART OF THE BUDGET PROCESS. IN THE PROCESS, THEY CONSIDER RESULTS FROM SURVEYS, PROJECTS, AND BOND ISSUES. THE REVIEW WAS CONDUCTED IN NOVEMBER 2023. THE OFFICES ARE COMPENSATED THROUGH A RELATED ORGANIZATION, BHI RETIREMENT COMMUNITIES.
- SCHEDULE J, PART I, LINE 4B
- NONQUALIFIED RETIREMENT PLAN: A 457(F) DEFERRED COMPENSATION PLAN WAS SET UP FOR JOHN DATTILO AND ROGER WEIDEMAN IN APRIL OF 2019. JOHN DATTILO'S PLAN BEGINS VESTING IN 2031 AND ROGER WEIDEMAN'S PLAN BEGINS VESTING IN 2034.
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) · SENIOR LIVING · IN
-
BHI RETIREMENT COMMUNITIES INC
501(C)(3) · SENIOR LIVING · IN · controlled entity
Directly controlled by BHI SENIOR LIVING INC
-
501(C)(3) · SENIOR LIVING · IN · controlled entity
Directly controlled by BHI SENIOR LIVING INC
-
501(C)(3) · SENIOR LIVING · IN · controlled entity
Directly controlled by BHI RETIREMENT COMMUNITIES INC
-
501(C)(3) · SENIOR LIVING · IN · controlled entity
Directly controlled by BHI SENIOR LIVING INC
-
501(C)(3) · SENIOR LIVING · IN · controlled entity
Directly controlled by BHI SENIOR LIVING INC
-
501(C)(3) · SENIOR LIVING · OH · controlled entity
Directly controlled by BHI RETIREMENT COMMUNITIES INC
-
501(C)(3) · SENIOR LIVING · OH · controlled entity
Directly controlled by BHI RETIREMENT COMMUNITIES INC
-
CLARK RETIREMENT COMMUNITY FOUNDATION
501(C)(3) · SENIOR LIVING · MI · controlled entity
Directly controlled by BHI RETIREMENT COMMUNITIES INC
-
CLARK RETIREMENT SERVICES COMPANY
501(C)(3) · SENIOR LIVING · MI · controlled entity
Directly controlled by BHI RETIREMENT COMMUNITIES INC
-
CLARK RETIREMENT COMMUNITY INC
501(C)(3) · SENIOR LIVING · MI · controlled entity
Directly controlled by BHI RETIREMENT COMMUNITIES INC
-
501(C)(3) · SENIOR LIVING · MI · controlled entity
Directly controlled by BHI RETIREMENT COMMUNITIES INC
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 MANOR SOUTHSIDE GP LLC
SENIOR LIVING · IN · income -$19 · assets $588
Directly controlled by WESLEY MANOR
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
WESLEY MANOR SOUTHSIDE LP
RELATED · SENIOR LIVING · IN · 0.01% owned · share of income -$19 · share of assets $588 · general or managing partner
Directly controlled by WESLEY MANOR
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
SLDEVELOPMENT INC
C · GOLF COURSE · IN · controlled entity
-
BHI HOME CARE INC
C · HOME CARE · IN · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 7 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543149349303829
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