Totals
- Total revenue
- $30,085,301
- Total expenses
- $31,055,545
- Contributions and grants received
- $1,454,917
- Grants paid
- $0
- Program service revenue
- $27,742,360
- Investment income
- -$127,975
- Other revenue
- $1,015,999
- Total assets, end of year
- $94,943,502
- Total liabilities, end of year
- $86,467,315
- Net assets or fund balances, end of year
- $8,476,187
- Program services expenses (Part IX)
- $27,850,512
- Management and general expenses
- $3,130,861
- Fundraising expenses
- $74,172
- Program service expenses (Part III)
- $27,850,512
Program services were 89.7% 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
$82,119
-
1e · Government grants (contributions)
$1,305,651
-
1f · All other contributions, gifts and grants
$67,147
-
2a · Program service revenue: PROGRAM SERVICE REVENUE
total $27,742,360 · related or exempt $27,742,360
-
3 · Investment income
total $551,781 · excluded $551,781
-
7a · Gross sales of assets other than inventory
securities $8,127,615 · other assets $117,357
-
7b · Less cost or other basis and sales expenses
securities $8,351,744 · other assets $572,984
-
7c · Gain or loss
securities -$224,129 · other assets -$455,627
-
7d · Net gain or loss
total -$679,756 · excluded -$679,756
-
11a · Other revenue: OTHER RESIDENT SERVICES
total $527,333 · excluded $527,333
-
11b · Other revenue: BAD DEBT RECOVERY
total $170,864 · excluded $170,864
-
11c · Other revenue: BARBER/BEAUTY SHOP
total $131,419 · excluded $131,419
-
11d · All other revenue
total $186,383 · excluded $186,383
-
11e · Other revenue, total
$1,015,999
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $696,758 · management and general $696,758
-
7 · Other salaries and wages
total $12,719,073 · program services $11,797,238 · management and general $920,010 · fundraising $1,825
-
8 · Pension plan contributions
total $297,707 · program services $261,790 · management and general $35,877 · fundraising $40
-
9 · Other employee benefits
total $927,079 · program services $815,229 · management and general $111,724 · fundraising $126
-
10 · Payroll taxes
total $939,600 · program services $826,239 · management and general $113,233 · fundraising $128
-
11b · Fees: legal
total $189,795 · program services $189,795
-
11c · Fees: accounting
total $2,625 · program services $2,625
-
11f · Fees: investment management
total $55,436 · program services $55,436
-
11g · Fees: other
total $2,972,237 · program services $2,972,237
-
12 · Advertising and promotion
total $403,413 · program services $281,196 · management and general $114,648 · fundraising $7,569
-
13 · Office expenses
total $688,768 · program services $480,100 · management and general $195,745 · fundraising $12,923
-
14 · Information technology
total $508,632 · program services $354,538 · management and general $144,551 · fundraising $9,543
-
16 · Occupancy
total $912,146 · program services $635,804 · management and general $259,228 · fundraising $17,114
-
17 · Travel
total $37,168 · program services $25,908 · management and general $10,563 · fundraising $697
-
20 · Interest
total $3,546,552 · program services $3,438,143 · management and general $108,409
-
22 · Depreciation, depletion and amortization
total $2,717,138 · program services $2,663,683 · management and general $53,455
-
23 · Insurance
total $683,754 · program services $476,605 · management and general $194,320 · fundraising $12,829
-
24a · Other expenses: DIETARY
total $1,474,042 · program services $1,474,042
-
24b · Other expenses: MAINTENANCE AND EQUIPME
total $677,207 · program services $677,207
-
24c · Other expenses: OTHER OPERATING EXPENSE
total $448,438 · program services $312,580 · management and general $127,444 · fundraising $8,414
-
24d · Other expenses: SUPPLIES
total $157,977 · program services $110,117 · management and general $44,896 · fundraising $2,964
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $429,882 · end of year $534,353
-
2 · Savings and temporary cash investments
beginning of year $10,461,979 · end of year $9,704,560
-
4 · Accounts receivable
beginning of year $2,024,257 · end of year $578,983
-
9 · Prepaid expenses and deferred charges
beginning of year $207,274 · end of year $244,315
-
10a · Land, buildings and equipment: cost or other basis
$86,101,471
-
10b · Land, buildings and equipment: accumulated depreciation
$21,084,448
-
10c · Land, buildings and equipment, net
beginning of year $67,345,955 · end of year $65,017,023
-
11 · Investments: publicly traded securities
beginning of year $4,573,018 · end of year $4,864,467
-
12 · Investments: other securities
beginning of year $1,235,940 · end of year $1,308,887
-
15 · Other assets
beginning of year $12,169,074 · end of year $12,690,914
-
17 · Accounts payable and accrued expenses
beginning of year $4,959,583 · end of year $4,552,791
-
19 · Deferred revenue
beginning of year $1,690,880 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $75,362,596 · end of year $74,461,403
-
23 · Secured mortgages and notes payable
beginning of year $1,170,134 · end of year $1,170,134
-
25 · Other liabilities
beginning of year $6,302,653 · end of year $6,282,987
-
27 · Net assets without donor restrictions
beginning of year $8,961,533 · end of year $8,476,187
Mission and programs · 2023
Mission
THE WESLEYAN IS CALLED TO CREATE A MINISTRY OF HEALTH AND AGING SERVICES THAT NOURISHES BODY, MIND AND SPIRIT SO THAT ALL THOSE THAT THE WESLEYAN SERVES LIVE ABUNDANTLY.
Activities or mission (Part I)
THE WESLEYAN IS CALLED TO CREATE A NEW, BOUNTIFUL EXPERIENCE OF AGING THAT ENSURES THAT LIFE IS LIVED ABUNDANTLY IN BODY, MIND AND SPIRIT.
-
WESLEYAN HOMES, INC. CURRENTLY OPERATES THREE FACILITIES LOCATED IN GEORGETOWN, TEXAS. (1) THE WESLEYAN AT ESTRELLA INDEPENDENT LIVING, A 240-UNIT INDEPENDENT LIVING RETIREMENT COMMUNITY, PROVIDING HOUSING, DIETARY AND OTHER RELATED SERVICES, (2) THE WESLEYAN AT ESTRELLA ASSISTED LIVING, A 84-UNIT ASSISTED LIVING RETIREMENT COMMUNITY, PROVIDING CERTIFIED MEMORY CARE SERVICES, AND (3) THE WESLEYAN SKILLED NURSING AND REHABILITATION, A 142-BED PROFESSIONAL SKILLED NURSING FACILITY PROVIDING SKILLED NURSING SERVICES FOR RESIDENTS IN THE GEORGETOWN AND SURROUNDING COMMUNITIES. SKILLED NURSING BENEFITS ARE PROVIDED REGARDLESS OF FINANCIAL CONSIDERATIONS AND QUALIFICATIONS. WESLEYAN HOMES AS A WHOLE SERVED OVER 1,000 RESIDENTS IN 2023. (4) WESLEYAN HOMES ALSO PROVIDED HOME HEALTH AND HOSPICE SERVICES DURING 2023. DUE TO ON GOING FINANCIAL LOSSES WESLEYAN CHOSE TO CLOSE ITS HOME HEALTH AND HOSPICE OPERATIONS AS OF SEPTEMBER 30, 2023.
Expenses $27,850,512 · Revenue $27,742,360
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Edmond KomandoskyEDMOND KOMANDOSKY
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Gene LawhonGENE LAWHON
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Rev Dr Jeff SmithREV DR JEFF SMITH
BOARD TREASURER (EX OFFICIO)
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Patty LeePATTY LEE
VICE CHAIR OF BOARD
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
William BoothWILLIAM BOOTH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Richard LacagninaRICHARD LACAGNINA
BOARD SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Corliss McBrideCORLISS MCBRIDE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rev Alan McGrathREV ALAN MCGRATH
EX OFFICIO BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Pamela Pinkerton-WhitleyPAMELA PINKERTON-WHITLEY
EX OFFICIO BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rev Dr Travis SummerlinREV DR TRAVIS SUMMERLIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rev Glenda WhiteheadREV GLENDA WHITEHEAD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Rev Nancy WoodsREV NANCY WOODS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bethany SisnerozBETHANY SISNEROZ
PRESIDENT & CEO
- Total calculated
- $314,622
- From this org
- $292,825
- From related orgs
- $0
- Other
- $21,797
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $269,425
- Bonus
- $15,000
- Other
- $8,400
- Deferred
- $16,484
- Nontaxable benefits
- $5,313
- Filer's total
- $314,622
-
Benjamin LakeBENJAMIN LAKE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joshua SchroederJOSHUA SCHROEDER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jessica WaltersJESSICA WALTERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kent HuntsmanKENT HUNTSMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Gibi JustinGIBI JUSTIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rev Dr Roger ClaytonREV DR ROGER CLAYTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brad BrittainBRAD BRITTAIN
BOARD MEMBER (TERM END)
- Total calculated
- $0
- Hours/week
- 1
-
Frank WoodsFRANK WOODS
CHIEF FINANCIAL OFFICER
- Total calculated
- $214,065
- From this org
- $212,656
- From related orgs
- $0
- Other
- $1,409
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $203,591
- Bonus
- $9,065
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $1,409
- Filer's total
- $214,065
-
Kelly GoetzKELLY GOETZ
CHIEF COMPLIANCE OFFICER
- Total calculated
- $168,070
- From this org
- $149,230
- From related orgs
- $0
- Other
- $18,840
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $145,399
- Bonus
- $3,831
- Other
- $0
- Deferred
- $9,297
- Nontaxable benefits
- $9,543
- Filer's total
- $168,070
-
Mamie ListerMAMIE LISTER
HOME HEALTH ADMINISTRATOR
- Total calculated
- $115,340
- From this org
- $109,377
- From related orgs
- $0
- Other
- $5,963
- Hours/week
- 40
-
Laura PlackeLAURA PLACKE
WSN ADMINISTRATOR
- Total calculated
- $122,038
- From this org
- $113,881
- From related orgs
- $0
- Other
- $8,157
- Hours/week
- 40
-
Georgianne HewettGEORGIANNE HEWETT
VICE PRESIDENT OF DEVELOPMENT
- Total calculated
- $116,896
- From this org
- $110,278
- From related orgs
- $0
- Other
- $6,618
- Hours/week
- 40
-
Michele CulpMICHELE CULP
DIRECTOR OF HUMAN RESOURCES
- Total calculated
- $114,290
- From this org
- $114,290
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
John GlassJOHN GLASS
CONTROLLER
- Total calculated
- $129,684
- From this org
- $121,003
- From related orgs
- $0
- Other
- $8,681
- Hours/week
- 39 + 1 related
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 · Compensation survey or study
- 3 · Approval by the board or compensation committee
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
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) · ACQUIRING, HOLDING TITLE TO, CONSTRUCTION & MAINTAINING REAL PROPERTY · TX · controlled entity
Directly controlled by WESLEYAN HOMES INC
-
501(C)(3) · PROVIDE SUPPORT FOR WESLEYAN HOMES, INC. · TX · controlled entity
Directly controlled by WESLEYAN HOMES INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402579349300725
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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