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Nonprofiteer
← WESLEY HOMES COMMUNITY HEALTH SERVICES

Form 990 for tax year 2023

Filed by WESLEY HOMES COMMUNITY HEALTH SERVICES.

Totals

Total revenue
$11,883,585
Total expenses
$9,736,650
Contributions and grants received
$3,217,021
Grants paid
$0
Program service revenue
$8,652,767
Investment income
$13,549
Other revenue
$248
Total assets, end of year
$2,920,615
Total liabilities, end of year
$645,220
Net assets or fund balances, end of year
$2,275,395
Program services expenses (Part IX)
$6,259,515
Management and general expenses
$3,477,135
Fundraising expenses
$0
Program service expenses (Part III)
$6,259,515

Program services were 64.3% 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.

  • 1d · Related organizations

    $3,217,021

  • 2a · Program service revenue: HEALTH SERVICES

    total $8,652,767 · related or exempt $8,652,767

  • 7a · Gross sales of assets other than inventory

    securities $13,549

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

    securities $0

  • 7c · Gain or loss

    securities $13,549

  • 7d · Net gain or loss

    total $13,549 · excluded $13,549

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $248 · excluded $248

  • 11e · Other revenue, total

    $248

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $163,874 · management and general $163,874

  • 7 · Other salaries and wages

    total $4,792,690 · program services $3,177,035 · management and general $1,615,655

  • 8 · Pension plan contributions

    total $9,934 · program services $6,387 · management and general $3,547

  • 9 · Other employee benefits

    total $444,586 · program services $295,369 · management and general $149,217

  • 10 · Payroll taxes

    total $390,858 · program services $251,283 · management and general $139,575

  • 11a · Fees: management

    total $622,937 · program services $400,487 · management and general $222,450

  • 11b · Fees: legal

    total $449,382 · program services $288,908 · management and general $160,474

  • 11c · Fees: accounting

    total $10,625 · program services $6,831 · management and general $3,794

  • 11g · Fees: other

    total $1,889,116 · program services $1,214,514 · management and general $674,602

  • 12 · Advertising and promotion

    total $45,081 · program services $28,983 · management and general $16,098

  • 13 · Office expenses

    total $136,535 · program services $87,778 · management and general $48,757

  • 16 · Occupancy

    total $53,307 · program services $34,271 · management and general $19,036

  • 17 · Travel

    total $59,506 · program services $38,256 · management and general $21,250

  • 19 · Conferences, conventions and meetings

    total $450 · management and general $450

  • 22 · Depreciation, depletion and amortization

    total $292 · program services $292

  • 23 · Insurance

    total $57,541 · program services $36,993 · management and general $20,548

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $291,219 · program services $187,225 · management and general $103,994

  • 24b · Other expenses: LICENSES & FEES

    total $213,742 · program services $137,415 · management and general $76,327

  • 24c · Other expenses: BAD DEBTS

    total $98,582 · program services $63,378 · management and general $35,204

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $6,320 · program services $4,063 · management and general $2,257

  • 24e · All other expenses

    total $73 · program services $47 · management and general $26

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $701,340 · end of year $2,044,957

  • 4 · Accounts receivable

    beginning of year $1,319,455 · end of year $839,349

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,962 · end of year $6,994

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

    $84,136

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

    $54,821

  • 10c · Land, buildings and equipment, net

    beginning of year $7,639 · end of year $29,315

  • 17 · Accounts payable and accrued expenses

    beginning of year $605,728 · end of year $584,131

  • 19 · Deferred revenue

    beginning of year $68,627 · end of year $61,089

  • 25 · Other liabilities

    beginning of year $1,231,581 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $128,460 · end of year $2,275,395

Mission and programs · 2023

Mission

HOME HEALTH IS A MAJOR PART OF THE WESLEY HOMES NETWORK OF SERVICES FOR OLDER ADULTS, PROVIDING SERVICES TO RESIDENTS OF THE WESLEY HOMES AND THE RESIDENTS THROUGHOUT THE PUGET SOUND AREA.

Activities or mission (Part I)

HOME HEALTH SERVICES

  • WESLEY HOMES COMMUNITY HEALTH SERVICES PROVIDES HOURLY AND LIVE-IN CARE TO CLIENTS IN THEIR OWN HOMES. HOME HEALTH AIDE, COMPANION CARE, AND HOMEMAKING SERVICES ARE PROVIDED TO CLIENTS IN NEED OF SOCIAL AND PERSONAL CARE. THOSE CLIENTS WITH MORE ADVANCED HEALTH CARE NEEDS RECEIVE THE SERVICES OF REGISTERED NURSES OR LICENSED PRACTICAL NURSES. THE ORGANIZATION EDUCATES THE PUBLIC ON THE VALUE OF HOME HEALTH SERVICES AND ASSISTS CAREGIVERS THROUGH EDUCATION OF CAREGIVING SKILLS, KNOWLEDGE, AND RESOURCES TO IMPROVE THE CARE FOR THE PATIENT AND ALLEVIATE THE STRESS OF THE CAREGIVER. THE ORGANIZATION PARTICIPATES IN COMMUNITY EDUCATION AND PROVISION OF SERVICES TO REDUCE THE RISK OF INFECTION INCLUDING THE PROVISION OF FLU VACCINES.

    Expenses $2,927,635 · Revenue $4,046,982

  • WESLEY HOMES AT HOME PROVIDES INTERMITTENT, PART-TIME, NURSING, PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY, MEDICAL SOCIAL SERVICES, AND HOME HEALTH AIDE SERVICES TO PATIENTS IN THEIR OWN HOMES. THE ORGANIZATION EDUCATES THE PUBLIC ON THE VALUE OF HOME HEALTH SERVICES AND ASSISTS CAREGIVERS THROUGH EDUCATION OF CAREGIVING SKILLS, KNOWLEDGE, AND RESOURCES TO IMPROVE THE CARE FOR THE PATIENT AND ALLEVIATE THE STRESS OF THE CAREGIVER. THE ORGANIZATION PARTICIPATES IN COMMUNITY EDUCATION AND PROVISION OF SERVICES TO REDUCE THE RISK OF INFECTION INCLUDING THE PROVISION OF FLU VACCINES.

    Expenses $1,943,544 · Revenue $2,686,635

  • WESLEY HOMES HOSPICE PROVIDES END-OF-LIFE AND PALLIATIVE CARE TO PATIENTS IN THEIR HOMES. INTERMITTENT AND HOURLY CARE IS PROVIDED BY THE INTERDISCIPLINARY TEAM OF NURSES, SOCIAL WORKERS, HOSPICE AIDES, A CHAPLAIN, VOLUNTEERS, PHARMACISTS, A MEDICAL DIRECTOR, AND PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY. THE TEAM ADDRESSES PAIN AND SYMPTOM MANAGEMENT, BEREAVEMENT SERVICES, AND SPIRITUAL COUNSELING OF THE PATIENT AND LOVED ONES. THE ORGANIZATION EDUCATES THE PUBLIC ON THE PURPOSE AND BENEFITS OF HOSPICE AND PALLIATIVE CARE, END-OF-LIFE PLANNING AND DECISION-MAKING, AND PROVIDES SUPPORT FOR THE CAREGIVER THROUGH EDUCATION REGARDING THE END-OF-LIFE PROCESS, RESOURCES TO REDUCE STRESS, AND ACCESS TO RESPITE SERVICES.

    Expenses $1,388,336 · Revenue $1,919,150

As filed on the 2023 return.

Listed in Part VII

  • Kevin Anderson

    PRESIDENT/CEO

    Total calculated
    $454,367
    From this org
    $0
    From related orgs
    $413,534
    Other
    $40,833
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $403,933 related
    Bonus
    $0
    Other
    $0 + $9,601 related
    Deferred
    $0 + $16,800 related
    Nontaxable benefits
    $0 + $24,033 related
    Filer's total
    $0 + $454,367 related

  • Jim Yamamoto

    VP OF FINANCE

    Total calculated
    $254,054
    From this org
    $0
    From related orgs
    $236,220
    Other
    $17,834
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,428 related
    Bonus
    $0 + $5,000 related
    Other
    $0 + $792 related
    Deferred
    $0 + $8,232 related
    Nontaxable benefits
    $0 + $9,602 related
    Filer's total
    $0 + $254,054 related

  • Melinda Moore

    EXECUTIVE DIRECTOR (THROUGH OCT 2023)

    Total calculated
    $163,874
    From this org
    $0
    From related orgs
    $149,029
    Other
    $14,845
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $146,966 related
    Bonus
    $0
    Other
    $0 + $2,063 related
    Deferred
    $0 + $5,959 related
    Nontaxable benefits
    $0 + $8,886 related
    Filer's total
    $0 + $163,874 related

  • Carl Ball

    RN - CASE MANAGER

    Total calculated
    $130,349
    From this org
    $123,875
    From related orgs
    $0
    Other
    $6,474
    Hours/week
    45

  • Margaret Farr

    HOME CARE AIDE

    Total calculated
    $127,327
    From this org
    $118,933
    From related orgs
    $0
    Other
    $8,394
    Hours/week
    80

  • Casey Chang

    RN - CASE MANAGER

    Total calculated
    $123,283
    From this org
    $122,526
    From related orgs
    $0
    Other
    $757
    Hours/week
    45

  • Catherine Kiragu

    HOME CARE AIDE

    Total calculated
    $116,173
    From this org
    $103,112
    From related orgs
    $0
    Other
    $13,061
    Hours/week
    80

  • Heather Campbell

    RN - CASE MANAGER (THROUGH AUG 2023)

    Total calculated
    $113,510
    From this org
    $101,985
    From related orgs
    $0
    Other
    $11,525
    Hours/week
    45

  • Dennis Magnuson

    PRESIDENT/SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jill Poleskie

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Dick Jobst

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Cheri Keiler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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 3
THE PRESIDENT/CEO IS COMPENSATED BY WESLEY HOMES, A RELATED ENTITY. WHEN DETERMINING THE PRESIDENT/CEO'S COMPENSATION, WESLEY HOMES USES THE FOLLOWING METHODS: (1) INDEPENDENT COMPENSATION CONSULTANT (2) COMPENSATION SURVEY OR STUDY (3) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

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.

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 HOMES AT HOME LLC

    MEDICARE/MEDICAID HOME HEALTH AGENCY · WA · income $2,700,184 · assets $724,653

    Directly controlled by WESLEY HOMES COMMUNITY HEALTH SERVICES

  • WESLEY HOMES HOSPICE LLC

    PROVIDE SUPPORT DURING AN ADVANCED ILLNESS · WA · income $1,919,398 · assets $1,574,699

    Directly controlled by WESLEY HOMES AT HOME LLC

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202413189349303101

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