← WESLEY COMMUNITY SERVICES ORGANIZATION

Form 990 for tax year 2025

Filed by WESLEY COMMUNITY SERVICES ORGANIZATION.

Totals

Total revenue: $28,153,759
Total expenses: $15,280,418
Contributions and grants received: $14,612,339
Grants paid: $0
Program service revenue: $13,169,862
Investment income: $422,235
Other revenue: -$50,677
Total assets, end of year: $32,930,015
Total liabilities, end of year: $1,874,953
Net assets or fund balances, end of year: $31,055,062
Program services expenses (Part IX): $13,690,447
Management and general expenses: $930,193
Fundraising expenses: $659,778
Program service expenses (Part III): $13,690,447

Program services were 89.6% 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

$6,592
1c · Fundraising events

$277,262
1e · Government grants (contributions)

$615,726
1f · All other contributions, gifts and grants

$13,712,759
1g · Noncash contributions included above

$538,160
2a · Program service revenue: COMMUNITY SERVICE

total $13,169,862 · related or exempt $13,169,862
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
3 · Investment income

total $376,656 · excluded $376,656
6c · Rental income or loss

real property $0 · personal property $0
7a · Gross sales of assets other than inventory

securities $388,634 · other assets $51,800
7b · Less cost or other basis and sales expenses

securities $388,263 · other assets $6,592
7c · Gain or loss

securities $371 · other assets $45,208
7d · Net gain or loss

total $45,579 · excluded $45,579
8a · Fundraising events: gross income

$27,135
8a · Fundraising events: contributions included on line 1c

$277,262
8b · Fundraising events: direct expenses

$117,185
8c · Net income from fundraising events

total -$90,050 · excluded -$90,050
11a · Other revenue: CREDIT CARD REBATE

total $18,052 · excluded $18,052
11b · Other revenue: 403B FORFEITURE

total $16,397 · excluded $16,397
11c · Other revenue: OBWC REFUND

total $4,707 · excluded $4,707
11d · All other revenue

total $217 · related or exempt $0 · unrelated business $0 · excluded $217
11e · Other revenue, total

$39,373

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $980,347 · program services $525,306 · management and general $201,776 · fundraising $253,265
7 · Other salaries and wages

total $5,559,654 · program services $4,985,330 · management and general $326,988 · fundraising $247,336
8 · Pension plan contributions

total $153,391 · program services $135,504 · management and general $10,907 · fundraising $6,980
9 · Other employee benefits

total $556,937 · program services $504,556 · management and general $31,776 · fundraising $20,605
10 · Payroll taxes

total $473,221 · program services $401,073 · management and general $37,046 · fundraising $35,102
11b · Fees: legal

total $12,711 · program services $2,263 · management and general $10,424 · fundraising $24
11c · Fees: accounting

total $78,040 · management and general $78,040
11f · Fees: investment management

total $16,176 · management and general $16,176
11g · Fees: other

total $405,218 · program services $374,406 · management and general $28,767 · fundraising $2,045
12 · Advertising and promotion

total $48,834 · program services $3,135 · management and general $41,487 · fundraising $4,212
14 · Information technology

total $273,721 · program services $198,695 · management and general $52,380 · fundraising $22,646
16 · Occupancy

total $258,204 · program services $241,182 · management and general $13,981 · fundraising $3,041
19 · Conferences, conventions and meetings

total $6,456 · program services $1,883 · management and general $2,884 · fundraising $1,689
20 · Interest

total $1,199 · program services $1,199
22 · Depreciation, depletion and amortization

total $545,406 · program services $526,890 · management and general $13,226 · fundraising $5,290
23 · Insurance

total $369,556 · program services $348,873 · management and general $13,245 · fundraising $7,438
24a · Other expenses: FOOD

total $4,034,243 · program services $4,034,243
24b · Other expenses: MAINTENANCE AND SUPPLIES

total $888,920 · program services $860,466 · management and general $16,072 · fundraising $12,382
24c · Other expenses: VEHICLES AND TRANSPORTATION

total $350,962 · program services $350,107 · management and general $218 · fundraising $637
24d · Other expenses: OTHER EXPENSES

total $267,222 · program services $195,336 · management and general $34,800 · fundraising $37,086
24e · All other expenses

total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $2,833,606 · end of year $14,028,811
3 · Pledges and grants receivable

beginning of year $3,581,597 · end of year $1,995,499
4 · Accounts receivable

beginning of year $1,318,092 · end of year $1,253,864
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
8 · Inventories for sale or use

beginning of year $222,657 · end of year $250,472
9 · Prepaid expenses and deferred charges

beginning of year $175,246 · end of year $196,871
10a · Land, buildings and equipment: cost or other basis

$8,988,423
10b · Land, buildings and equipment: accumulated depreciation

$3,491,026
10c · Land, buildings and equipment, net

beginning of year $5,531,284 · end of year $5,497,397
11 · Investments: publicly traded securities

beginning of year $2,933,176 · end of year $3,214,195
12 · Investments: other securities

beginning of year $0
13 · Investments: program-related

beginning of year $0
15 · Other assets

beginning of year $5,095,496 · end of year $6,492,906
17 · Accounts payable and accrued expenses

beginning of year $943,866 · end of year $1,436,006
19 · Deferred revenue

beginning of year $19,056 · end of year $27,448
21 · Escrow or custodial account liability

beginning of year $432,466 · end of year $411,499
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
23 · Secured mortgages and notes payable

beginning of year $2,300,000 · end of year $0
25 · Other liabilities

beginning of year $33,409 · end of year $0
27 · Net assets without donor restrictions

beginning of year $11,858,583 · end of year $12,952,143
28 · Net assets with donor restrictions

beginning of year $6,103,774 · end of year $18,102,919

Mission and programs · 2025

Mission

TO DELIVER ESSENTIAL SERVICES THAT PROMOTE THE INDEPENDENCE AND WELL-BEING OF SENIORS.

FOOD DELIVERIES: PROVIDES NUTRITIONALLY BALANCED MEALS PREPARED BY OUR KITCHEN STAFF WITH BOTH REGULAR AND THERAPEUTIC DIET OPTIONS. THESE MEALS ARE PROVIDED TO SENIORS WHO NEED IN-HOME MEAL SERVICES AS WELL AS TO THOSE DINING AT CONGREGATE LOCATIONS. IN 2025, A TOTAL OF 1,175,000 MEALS WERE SERVED TO OVER 7,000 SENIORS DURING 260 DAYS OF 2025.

Expenses $10,220,265 · Revenue $11,469,378
SPECIALIZED TRANSPORTATION: PROVIDES TRANSPORTATION SERVICES FOR THE ELDERLY TO SENIOR CENTERS, MEDICAL APPOINTMENTS, RECREATIONAL TRIPS, AND SHOPPING. THIS PROGRAM PROVIDED 43,249 TRIPS TO OVER 2,300 SENIORS DURING 247 DAYS OF 2025.

Expenses $1,401,796 · Revenue $896,548
SOCIAL SERVICES: PROVIDES PROTECTION TO THE ELDERLY FROM ABUSE, NEGLECT, SELF-NEGLECT, AND EXPLOITATION. THE PROGRAM PROVIDED 6,882 HOURS OF SERVICES TO 272 SENIORS DURING 249 DAYS OF 2025.

Expenses $1,217,564 · Revenue $623,733
OTHER MISCELLANEOUS PROGRAMS.

Expenses $850,822 · Revenue $180,203

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

ANDY SATHE

VICE-CHAIR

Total calculated

$0

Hours/week

1
LYNDSEY R BARNETT

TREASURER

Total calculated

$0

Hours/week

1
MARY WAGNER

CHAIRPERSON

Total calculated

$0

Hours/week

1
MICHAEL MURPHY

PAST-CHAIRPERSON

Total calculated

$0

Hours/week

1
TONY FENNO

SECRETARY

Total calculated

$0

Hours/week

1
BART RICHARDSON

TRUSTEE

Total calculated

$0

Hours/week

1
CHRIS GERMANN

TRUSTEE

Total calculated

$0

Hours/week

1
DAN DRIEHAUS

TRUSTEE

Total calculated

$0

Hours/week

1
DANIELLE MCCOLAUGH

TRUSTEE

Total calculated

$0

Hours/week

1
DJ HODGE

TRUSTEE

Total calculated

$0

Hours/week

1
GUINETTE M KIRK

TRUSTEE

Total calculated

$0

Hours/week

1
MIKE NORTON

TRUSTEE

Total calculated

$0

Hours/week

1
MIKE SNOW

TRUSTEE

Total calculated

$0

Hours/week

1
ODESA STAPLETON

TRUSTEE

Total calculated

$0

Hours/week

1
RAJANI MENON

TRUSTEE

Total calculated

$0

Hours/week

1
RENEE DUNN

TRUSTEE

Total calculated

$0

Hours/week

1
ROB JUTZE

TRUSTEE

Total calculated

$0

Hours/week

1
SARAH CELI

TRUSTEE

Total calculated

$0

Hours/week

1
TAMARA THRASHER

TRUSTEE

Total calculated

$0

Hours/week

1
CONNIE BAKER

CHIEF OPERATING OFFICER

Total calculated

$154,476

From this org

$131,406

From related orgs

$0

Other

$23,070

Hours/week

40

Schedule J breakdown matched by us

Base

$131,406

Bonus

$0

Other

$0

Deferred

$4,390

Nontaxable benefits

$18,680

Filer's total

$154,476
MATTHEW MELODY

CHIEF PEOPLE OFFICER

Total calculated

$132,003

From this org

$118,029

From related orgs

$0

Other

$13,974

Hours/week

40
MICHAEL BECK

CHIEF PRODUCTION OFFICER

Total calculated

$150,360

From this org

$123,042

From related orgs

$0

Other

$27,318

Hours/week

40

Schedule J breakdown matched by us

Base

$123,042

Bonus

$0

Other

$0

Deferred

$4,325

Nontaxable benefits

$22,993

Filer's total

$150,360
MICHAEL DUNN

CHIEF EXECUTIVE OFFICER

Total calculated

$255,283

From this org

$241,922

From related orgs

$0

Other

$13,361

Hours/week

40

Schedule J breakdown matched by us

Base

$241,922

Bonus

$0

Other

$0

Deferred

$4,252

Nontaxable benefits

$9,109

Filer's total

$255,283
MIKE HOGAN - EXIT 1225

CHIEF ADVANCEMENT OFFICER

Total calculated

$156,211

From this org

$142,597

From related orgs

$0

Other

$13,614

Hours/week

40

Schedule J breakdown matched by us

Base

$142,597

Bonus

$0

Other

$0

Deferred

$3,948

Nontaxable benefits

$9,666

Filer's total

$156,211
ROBIN RODGERS

CHIEF FINANCIAL OFFICER

Total calculated

$132,014

From this org

$126,917

From related orgs

$0

Other

$5,097

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. 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

3 · Approval by the board or compensation committee
4a · Severance or change-of-control payment

Answered no

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)

SCHEDULE J, PART I, LINE 4A SEVERANCE OR CHANGE-OF-CONTROL PAYMENT: MIKE HOGAN'S EMPLOYMENT WAS SEVERED ON DECEMBER 19, 2025. HE RECEIVED 64 HOURS OF SEVERANCE PAY, A WEEK OF VACATION, AND BENEFITS THROUGH THE END OF DECEMBER.

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.

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 $16,400,929 · assets $3,318,466

Directly controlled by WESLEY COMMUNITY SERVICES ORGANIZATION

Provenance

Return type: form_990
Tax year: 2025
Filed: 31 August 2026
IRS schema version: 2025v4.2
Source object: 202602439349300940

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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