Skip to content
Nonprofiteer
← WESLEY COMMUNITY SERVICES INC

Form 990 for tax year 2024

Filed by WESLEY COMMUNITY SERVICES INC.

Totals

Total revenue
$22,362,302
Total expenses
$23,153,482
Contributions and grants received
$1,323,545
Grants paid
$0
Program service revenue
$20,934,776
Investment income
$51,802
Other revenue
$52,179
Total assets, end of year
$19,687,627
Total liabilities, end of year
$5,207,835
Net assets or fund balances, end of year
$14,479,792
Program services expenses (Part IX)
$14,537,165
Management and general expenses
$8,616,317
Fundraising expenses
$0
Program service expenses (Part III)
$14,537,165

Program services were 62.8% 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

    $1,323,545

  • 2a · Program service revenue: HEALTH CARE SERVICES

    total $20,721,489 · related or exempt $20,721,489

  • 2b · Program service revenue: OTHER RESIDENTIAL SERVICES

    total $213,287 · related or exempt $213,287

  • 3 · Investment income

    total $49,235 · excluded $49,235

  • 7a · Gross sales of assets other than inventory

    securities $2,567

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

    securities $0

  • 7c · Gain or loss

    securities $2,567

  • 7d · Net gain or loss

    total $2,567 · excluded $2,567

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $52,179 · excluded $52,179

  • 11e · Other revenue, total

    $52,179

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $178,434 · program services $133,825 · management and general $44,609

  • 7 · Other salaries and wages

    total $9,589,748 · program services $6,488,589 · management and general $3,101,159

  • 8 · Pension plan contributions

    total $197,770 · program services $137,797 · management and general $59,973

  • 9 · Other employee benefits

    total $1,721,026 · program services $719,003 · management and general $1,002,023

  • 10 · Payroll taxes

    total $800,100 · program services $554,983 · management and general $245,117

  • 11b · Fees: legal

    total $12,012 · management and general $12,012

  • 11f · Fees: investment management

    total $910 · management and general $910

  • 11g · Fees: other

    total $1,876,137 · management and general $1,876,137

  • 12 · Advertising and promotion

    total $412,110 · management and general $412,110

  • 13 · Office expenses

    total $282,490 · program services $2,442 · management and general $280,048

  • 14 · Information technology

    total $744,169 · program services $9,418 · management and general $734,751

  • 16 · Occupancy

    total $440,684 · program services $137,570 · management and general $303,114

  • 17 · Travel

    total $730,231 · program services $637,794 · management and general $92,437

  • 19 · Conferences, conventions and meetings

    total $93,939 · management and general $93,939

  • 21 · Payments to affiliates

    total $819,738 · program services $819,738

  • 23 · Insurance

    total $138,658 · management and general $138,658

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $2,800,059 · program services $2,796,599 · management and general $3,460

  • 24b · Other expenses: FOOD

    total $2,083,114 · program services $2,083,114

  • 24c · Other expenses: BUSINESS RESEARCH

    total $100,000 · management and general $100,000

  • 24d · Other expenses: EMPLOYEE RECRUITMENT &

    total $70,534 · program services $856 · management and general $69,678

  • 24e · All other expenses

    total $61,619 · program services $15,437 · management and general $46,182

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $16,300 · end of year $517,797

  • 3 · Pledges and grants receivable

    beginning of year $2,074,196 · end of year $1,021,504

  • 4 · Accounts receivable

    beginning of year $2,348,314 · end of year $2,711,681

  • 8 · Inventories for sale or use

    beginning of year $1,070 · end of year $15,993

  • 9 · Prepaid expenses and deferred charges

    beginning of year $48,678 · end of year $66,672

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

    $15,239,524

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

    $1,986,141

  • 10c · Land, buildings and equipment, net

    beginning of year $13,176,465 · end of year $13,253,383

  • 11 · Investments: publicly traded securities

    beginning of year $2,042,269 · end of year $1,608,528

  • 15 · Other assets

    beginning of year $480,419 · end of year $492,069

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,744,815 · end of year $1,455,665

  • 19 · Deferred revenue

    beginning of year $0 · end of year $830,876

  • 25 · Other liabilities

    beginning of year $3,026,310 · end of year $2,921,294

  • 27 · Net assets without donor restrictions

    beginning of year $5,427,853 · end of year $3,940,825

  • 28 · Net assets with donor restrictions

    beginning of year $9,988,733 · end of year $10,538,967

Mission and programs · 2024

Mission

WESLEY COMMUNITY SERVICES, INC. IS FOCUSED ON PROVIDING SERVICES TO OLDER ADULTS AND THOSE OF LOW INCOME. IT WAS ESTABLISHED IN 2005 AS A FAITH-BASED NON-PROFIT ORGANIZATION DEDICATED TO PROVIDING SERVICES TO PEOPLE OF ALL FAITHS IN A CHRISTIAN CARING WAY, SUPPORTING INDEPENDENCE AND AN ACTIVE LIFESTYLE. THE MISSION OF WESLEY COMMUNITY SERVICES, INC. IS TO PROVIDE IN-HOME SUPPORTIVE ASSISTANCE, MEALS AND COMPANIONSHIP FOR OLDER ADULTS REGARDLESS OF THEIR FINANCIAL MEANS. WESLEYLIFE SUPPORTS THE INDEPENDENCE, HEALTH, AND WELL-BEING OF OLDER ADULTS WHEREVER THEY CALL HOME.

Activities or mission (Part I)

TO PROVIDE OLDER ADULTS IN-HOME SUPPORTIVE HEALTH AND WELLNESS ASSISTANCE, REGARDLESS OF THEIR MEANS

  • WESLEYLIFE BELIEVES EVERYONE SHOULD HAVE THE OPPORTUNITY TO LIVE A LIFE OF CONTINUED GROWTH, EXPERIENCE, ENGAGEMENT, AND MEANING, REGARDLESS OF PHYSICAL, SOCIAL, OR ECONOMIC CIRCUMSTANCES. WITH THAT IN MIND, WCS WAS ESTABLISHED IN 2005 TO SERVE INDIVIDUALS THROUGH HOME HEALTH SERVICES; NON-MEDICAL HOME SERVICES SUCH AS COOKING, CLEANING, SHOPPING, AND ACCOMPANIMENT TO APPOINTMENTS; HOSPICE CARE; AND NUTRITIONAL ASSISTANCE VIA WESLEYLIFE MEALS ON WHEELS. WE ALSO OFFER ADULT DAY SERVICES IN DES MOINES AND NEWTON. CLIENTS PAY FOR WESLEYLIFE AT HOME SERVICES PRIVATELY, OR THROUGH MEDICARE OR MEDICAID. GRANTS AND OTHER FUNDING SOURCES ARE OFTEN AVAILABLE FOR THOSE WISHING TO PARTICIPATE IN OUR ADULT DAY PROGRAMS.WESLEYLIFE IS THE SOLE MEMBER OF WCS AND OF AN AFFILIATE COMPANY, WESLEY RETIREMENT SERVICES, INC. (WRS), WHICH PROVIDES HOUSING, SERVICES, AND CARE TO ADULTS 55 AND OLDER. AS TRENDS IN SENIOR LIVING CONTINUE TO CHANGE, WE HAVE RESPONDED AS A HEALTH AND WELL-BEING ORGANIZATION WITH AN ARRAY OF SERVICES DESIGNED TO ENHANCE A SENSE OF PURPOSE AND MEANING IN THE LIVES OF THOSE WE SERVE. WITH OUR ROBUST NETWORK OF SERVICES AND A COMPREHENSIVE ARRAY OF WELL-BEING PROGRAMS, OUR GOAL IS ALWAYS TO EXCEED OUR RESIDENTS', CLIENTS', PARTICIPANTS', AND TEAM MEMBERS' EXPECTATIONS.ORGANIZATIONALLY, WE BELIEVE OUR SOCIAL RESPONSIBILITY EXTENDS TO THE CITIES AND GREATER COMMUNITIES IN WHICH OUR CAMPUSES ARE LOCATED. WE ARE GUIDED BY OUR CORE VALUES TO PROVIDE QUALITY SERVICES, DEMONSTRATE INTEGRITY, MAINTAIN DIGNITY, FOSTER COMMUNITY, AND DELIVER RESPONSIBLE STEWARDSHIP, AND WE SERVE WITH COMMITMENT TO QUALITY, EXCELLENCE, HOSPITALITY AND INNOVATION IN ALL WE DO. IT IS OUR RESPONSIBILITY TO BE TRUSTED STEWARDS OF OUR RESIDENTS AND CLIENTS' RESOURCES, EMPLOYING THOSE RESOURCES IN WAYS THAT WILL BETTER THE LIVES OF THOSE WHO PLACE THEIR TRUST IN US. AS A NOT-FOR-PROFIT ORGANIZATION, WE UNDERSTAND OUR OBLIGATION IS TO OPERATE WITH TOTAL TRANSPARENCY, HONESTY, AND INTEGRITY IN PROVIDING THE HIGHEST-QUALITY SERVICES.IN 2024, 185 VOLUNTEERS CONTRIBUTED HOURS TO THE MEALS ON WHEELS PROGRAM THROUGH DELIVERY, COMPANION CALLING AND ADMINISTRATIVE TASKS. WITH THIS SUPPORT, WE REACHED 428,116 HOME DELIVERED MEALS TO MORE THAN 1,756 MEALS ON WHEELS CLIENTS. AN ADDITIONAL 117,790 CONGREGATE MEALS WERE MADE AND DELIVERED DURING 2024. MORE THAN 12,000 MEALS WERE SERVED TO VETERANS IN 2024. POLK COUNTY ADULT SERVICE CLIENTS RECEIVED 28,078 MEALS TO 148 CLIENTS. THE ANIMEALS PROGRAM DELIVERED 5,438 MEALS WORTH OF PET FOOD TO 138 CLIENTS FURRY FRIENDS AS PART OF OUR PET PROJECT MIDWEST PARTNERSHIP. 88% OF MEALS ON WHEELS CLIENTS RECEIVED FINANCIAL ASSISTANCE FOR THEIR MEALS.OUR HOME AND COMMUNITY-BASED SERVICES ARE DESIGNED TO IMPROVE THE QUALITY OF LIFE OF PEOPLE WHO DEPEND ON US TO MEET SOME OF THEIR MOST BASIC HUMAN NEEDS, AND TO ENABLE THOSE WHO WISH TO STAY IN THEIR HOMES AS THEY AGE TO DO JUST THAT.THESE PROGRAMS ENABLE MANY TO STAY IN THEIR OWN HOMES FOR MANY YEARS, DELAYING OR ELIMINATING THE NEED FOR INSTITUTIONALIZATION. THE MOST COMMON SERVICES INCLUDED:- VOLUNTEERS CALL OLDER ADULTS AND DISABLED CLIENTS REGULARLY TO ENCOURAGE SOCIALIZATION AND COMPANIONSHIP.- CLIENTS AND PARTICIPANTS OF WESLEY COMMUNITY SERVICES RECEIVED 665,334 IN CHARITABLE ASSISTANCE TO HELP SUPPORT THEIR INDEPENDENCE HEALTH AND WELL BEING AT HOME.- THE WCS HOSPICE PROGRAM HAD A VOLUNTEER BASE OF 51 TRAINED VOLUNTEERS WHO CONTRIBUTED MORE THAN 1361 HOURS OF ASSISTANCE TO HOSPICE CLIENTS AND THEIR FAMILIES.- 193 UNINSURED OR UNDERINSURED INDIVIDUALS OF ALL AGES WERE ASSISTED THROUGH OUR PUBLIC HEALTH PROGRAMS.

    Expenses $14,537,165 · Revenue $20,934,776

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

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

  • 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 AND CEO

    Total calculated
    $960,534
    From this org
    $89,857
    From related orgs
    $808,705
    Other
    $61,972
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $68,558 + $617,018 related
    Bonus
    $18,999 + $170,987 related
    Other
    $2,300 + $20,700 related
    Deferred
    $3,050 + $27,450 related
    Nontaxable benefits
    $3,147 + $28,325 related
    Filer's total
    $96,054 + $864,480 related

  • Craig Flanagan

    CFO

    Total calculated
    $374,065
    From this org
    $34,406
    From related orgs
    $309,658
    Other
    $30,001
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $33,278 + $299,501 related
    Bonus
    $10 + $90 related
    Other
    $1,118 + $10,067 related
    Deferred
    $1,950 + $17,550 related
    Nontaxable benefits
    $1,050 + $9,451 related
    Filer's total
    $37,406 + $336,659 related

  • Allison Mercuris Pendroy

    COO

    Total calculated
    $427,232
    From this org
    $38,737
    From related orgs
    $329,269
    Other
    $59,226
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $38,704 + $328,988 related
    Bonus
    $0
    Other
    $33 + $281 related
    Deferred
    $2,802 + $23,814 related
    Nontaxable benefits
    $3,433 + $29,177 related
    Filer's total
    $44,972 + $382,260 related

  • Stacey Miller

    WESLEY AT HOME EXECUTIVE DIRECTOR

    Total calculated
    $177,349
    From this org
    $150,235
    From related orgs
    $0
    Other
    $27,114
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,000
    Bonus
    $0
    Other
    $235
    Deferred
    $0
    Nontaxable benefits
    $27,114
    Filer's total
    $177,349

  • Aaron Wheeler

    VP HOME AND COMM BASED SERVICE

    Total calculated
    $262,813
    From this org
    $226,695
    From related orgs
    $0
    Other
    $36,118
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,999
    Bonus
    $0
    Other
    $1,696
    Deferred
    $2,859
    Nontaxable benefits
    $33,259
    Filer's total
    $262,813

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 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 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, LINE 4B
THE FOLLOWING INDIVIDUAL MADE CONTRIBUTIONS TO THEIR 457(F) DEFERRED COMPENSATION PLAN IN 2023: JANET SIMPSON - $20,000 CRAIG FLANAGAN - $15,000 KRISTY VANDERWIEL - $25,000

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.

  • WESLEY RETIREMENT SERVICES INC

    501(C)(3) · LONG TERM CARE · IA · controlled entity

    Directly controlled by WESLEYLIFE

  • WESLEYLIFE

    501(C)(3) · SUPPORT WESLEY RETIREMENT SERVICES · IA

  • WELLSPIRE LLC

    501(C)(3) · SENIOR HOUSING DEVELOPMENT · 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.

  • WESLEY AT HOME LLC

    HOME HEALTH CARE · IA · income $15,040,683 · assets $4,765,814

    Directly controlled by WESLEY COMMUNITY SERVICES INC

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202503189349314135

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

The source document this was parsed from is served over the API, which is where bulk and document access live.