Totals
- Total revenue
- $75,826,434
- Total expenses
- $80,735,034
- Contributions and grants received
- $4,862,220
- Grants paid
- $1,100,000
- Program service revenue
- $66,847,101
- Investment income
- $3,222,266
- Other revenue
- $894,847
- Total assets, end of year
- $391,504,228
- Total liabilities, end of year
- $379,718,521
- Net assets or fund balances, end of year
- $11,785,707
- Program services expenses (Part IX)
- $60,648,122
- Management and general expenses
- $20,086,912
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $60,648,122
Program services were 75.1% 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
$2,614,285
-
1e · Government grants (contributions)
$2,247,935
-
2a · Program service revenue: SERVICE CHARGES
total $44,238,394 · related or exempt $44,238,394
-
2b · Program service revenue: HEALTH SERVICES
total $21,315,234 · related or exempt $21,315,234
-
2c · Program service revenue: OTHER REVENUE
total $1,182,937 · related or exempt $1,182,937
-
2d · Program service revenue: RESIDENCY FEES
total $110,536 · related or exempt $110,536
-
3 · Investment income
total $2,443,164 · excluded $2,443,164
-
7a · Gross sales of assets other than inventory
securities $1,363,899
-
7b · Less cost or other basis and sales expenses
securities $584,797
-
7c · Gain or loss
securities $779,102
-
7d · Net gain or loss
total $779,102 · excluded $779,102
-
11a · Other revenue: MANAGEMENT FEES
total $894,847 · excluded $894,847
-
11e · Other revenue, total
$894,847
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,100,000 · program services $1,100,000
-
5 · Compensation of officers, directors and key employees
total $1,972,181 · management and general $1,972,181
-
7 · Other salaries and wages
total $18,521,241 · program services $12,845,050 · management and general $5,676,191
-
8 · Pension plan contributions
total $701,548 · program services $481,206 · management and general $220,342
-
9 · Other employee benefits
total $1,847,873 · program services $1,224,490 · management and general $623,383
-
10 · Payroll taxes
total $1,565,201 · program services $988,369 · management and general $576,832
-
11b · Fees: legal
total $67,939 · program services $42,901 · management and general $25,038
-
11c · Fees: accounting
total $108,937 · management and general $108,937
-
11f · Fees: investment management
total $160,625 · management and general $160,625
-
11g · Fees: other
total $13,227,416 · program services $10,430,141 · management and general $2,797,275
-
12 · Advertising and promotion
total $651,583 · program services $160,453 · management and general $491,130
-
13 · Office expenses
total $1,072,344 · program services $264,066 · management and general $808,278
-
14 · Information technology
total $26,642 · program services $6,561 · management and general $20,081
-
16 · Occupancy
total $5,480,467 · program services $1,349,574 · management and general $4,130,893
-
17 · Travel
total $80,202 · program services $19,750 · management and general $60,452
-
19 · Conferences, conventions and meetings
total $19,852 · program services $4,889 · management and general $14,963
-
20 · Interest
total $13,292,669 · program services $13,292,669
-
22 · Depreciation, depletion and amortization
total $14,410,844 · program services $14,410,844
-
23 · Insurance
total $981,586 · program services $17,535 · management and general $964,051
-
24a · Other expenses: RESIDENT EXPENSES
total $3,464,214 · program services $3,235,477 · management and general $228,737
-
24b · Other expenses: ALL OTHER EXPENSES
total $1,146,042 · program services $282,215 · management and general $863,827
-
24c · Other expenses: HEALTH CARE SUPPLIES
total $526,710 · program services $491,932 · management and general $34,778
-
24d · Other expenses: BAD DEBTS
total $308,918 · management and general $308,918
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $9,819,641 · end of year $9,604,423
-
4 · Accounts receivable
beginning of year $3,311,530 · end of year $1,428,699
-
7 · Other notes and loans receivable
beginning of year $4,160 · end of year $4,160
-
9 · Prepaid expenses and deferred charges
beginning of year $586,508 · end of year $665,840
-
10a · Land, buildings and equipment: cost or other basis
$411,822,542
-
10b · Land, buildings and equipment: accumulated depreciation
$119,975,289
-
10c · Land, buildings and equipment, net
beginning of year $286,585,503 · end of year $291,847,253
-
11 · Investments: publicly traded securities
beginning of year $29,726,490 · end of year $29,487,020
-
13 · Investments: program-related
end of year $21,495,149
-
15 · Other assets
beginning of year $29,665,896 · end of year $36,971,684
-
17 · Accounts payable and accrued expenses
beginning of year $15,402,443 · end of year $9,487,858
-
19 · Deferred revenue
beginning of year $498,960 · end of year $373,129
-
20 · Tax-exempt bond liabilities
beginning of year $258,811,556 · end of year $263,535,692
-
21 · Escrow or custodial account liability
beginning of year $1,365,144 · end of year $1,817,275
-
23 · Secured mortgages and notes payable
beginning of year $3,788,600 · end of year $7,788,600
-
25 · Other liabilities
beginning of year $85,996,661 · end of year $96,715,967
-
27 · Net assets without donor restrictions
beginning of year -$6,163,636 · end of year $11,785,707
Mission and programs · 2024
Mission
INSPIRED BY AND GROUNDED IN FAITH, WESLEY ENRICHES THE LIVES OF OLDER ADULTS THROUGH COMMUNITY, CHOICE AND CONTINUING CARE.
Activities or mission (Part I)
PROVIDE RETIREMENT HOUSING AND CARE SERVICES FOR OLDER ADULTS.
-
WESLEY HOMES DES MOINES SERVES AN AVERAGE OF 616 SENIORS AT ANY ONE TIME IN INDEPENDENT COTTAGES/APARTMENTS, ASSISTED LIVING AND SKILLED NURSING. THIS CAMPUS EMPLOYS APPROXIMATELY 239 PEOPLE WHO PROVIDE CARE GIVING AND HOSPITALITY SERVICES. IT ALSO HOUSES THE OFFICES FOR THE PACIFIC NORTHWEST CONFERENCE OF THE UNITED METHODIST CHURCH.WESLEY HOMES DES MOINES HAS VARIOUS PROGRAMS TO ASSIST RESIDENTS WITH MONTHLY FEES BASED ON AN ANALYSIS OF INDIVIDUAL NEED. RESIDENTS BENEFITED FROM THE BISHOP MCCONNELL PROGRAM IN 2024. SINCE ITS 2001 INCEPTION, THE ORGANIZATION HAS SUBSIDIZED $5,881,679 IN RESIDENCY AND SERVICE FEES FOR BISHOP MCCONNELL SCHOLARSHIP RESIDENTS.
Expenses $35,158,096 · Grants $1,100,000 · Revenue $35,356,968
-
WESLEY HOMES LEA HILL SERVES AN AVERAGE OF 259 SENIORS AT ANY ONE TIME IN INDEPENDENT COTTAGES/APARTMENTS, ASSISTED LIVING AND SKILLED NURSING. THIS CAMPUS EMPLOYS APPROXIMATELY 130 EMPLOYEES. WITH FULLY REFUNDABLE ENTRANCE DEPOSITS AND MODERATE MONTHLY FEES. THIS CAMPUS IS AFFORDABLE TO INDIVIDUALS OF MODEST MEANS WHILE PROVIDING HIGH QUALITY PROGRAMS AND AMENITIES TO PROMOTE ACTIVE AND HEALTHY AGING.STAFF AND RESIDENTS AT WESLEY HOMES LEA HILL ARE COMMITTED TO SUPPORTING OTHER COMMUNITY ORGANIZATIONS SUCH AS CHILDREN'S THERAPY CENTER OF KENT BY PROVIDING THE INDOOR POOL FOR THE CHILDREN'S WATER THERAPY PROGRAM. THEY ALSO SUPPORT ELEMENTARY SCHOOLS, THE AUBURN FOOD BANK, THE AUBURN SENIOR CENTER, AND FAMILIES DEALING WITH AGING ISSUES BY PROVIDING VOLUNTEERS, DONATIONS AND SUPPORT GROUPS.
Expenses $14,023,911 · Revenue $18,709,402
-
WESLEY HOMES BRADLEY PARK SERVES AN AVERAGE OF 238 SENIORS AT ANY ONE TIME IN INDEPENDENT APARTMENTS, BROWNSTONE CATERED LIVING AND ASSISTED LIVING. THIS CAMPUS EMPLOYS APPROXIMATELY 50 EMPLOYEES. WITH FULLY REFUNDABLE ENTRANCE DEPOSITS AND MODERATE MONTHLY FEES, THIS CAMPUS IS AFFORDABLE TO INDIVIDUALS OF MODEST MEANS WHILE PROVIDING HIGH QUALITY PROGRAMS AND AMENITIES TO PROMOTE ACTIVE AND HEALTHY AGING.
Expenses $11,466,115 · Revenue $12,780,731
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Kevin AndersonKEVIN ANDERSON
PRESIDENT/CEO
- Total calculated
- $493,045
- From this org
- $455,680
- From related orgs
- $0
- Other
- $37,365
- Hours/week
- 40 + 10 related
Schedule J breakdown matched by us
- Base
- $454,176
- Bonus
- $0
- Other
- $1,504
- Deferred
- $13,800
- Nontaxable benefits
- $23,565
- Filer's total
- $493,045
-
Kevin McNamaraKEVIN MCNAMARA
VP OF OPERATIONS
- Total calculated
- $283,462
- From this org
- $265,532
- From related orgs
- $0
- Other
- $17,930
- Hours/week
- 40 + 10 related
Schedule J breakdown matched by us
- Base
- $265,397
- Bonus
- $0
- Other
- $135
- Deferred
- $8,185
- Nontaxable benefits
- $9,745
- Filer's total
- $283,462
-
Jim YamamotoJIM YAMAMOTO
VP OF FINANCE
- Total calculated
- $276,519
- From this org
- $256,700
- From related orgs
- $0
- Other
- $19,819
- Hours/week
- 40 + 10 related
Schedule J breakdown matched by us
- Base
- $245,918
- Bonus
- $10,000
- Other
- $782
- Deferred
- $8,325
- Nontaxable benefits
- $11,494
- Filer's total
- $276,519
-
Christine TremainCHRISTINE TREMAIN
VP OF MARKETING
- Total calculated
- $260,471
- From this org
- $239,072
- From related orgs
- $0
- Other
- $21,399
- Hours/week
- 40 + 10 related
Schedule J breakdown matched by us
- Base
- $219,953
- Bonus
- $10,000
- Other
- $9,119
- Deferred
- $9,348
- Nontaxable benefits
- $12,051
- Filer's total
- $260,471
-
Neal MartinoNEAL MARTINO
VP OF HUMAN RESOURCES
- Total calculated
- $231,865
- From this org
- $214,691
- From related orgs
- $0
- Other
- $17,174
- Hours/week
- 40 + 10 related
Schedule J breakdown matched by us
- Base
- $196,790
- Bonus
- $10,000
- Other
- $7,901
- Deferred
- $5,056
- Nontaxable benefits
- $12,118
- Filer's total
- $231,865
-
Kevin LangKEVIN LANG
VP OF I.T.
- Total calculated
- $231,643
- From this org
- $192,843
- From related orgs
- $0
- Other
- $38,800
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $178,708
- Bonus
- $10,000
- Other
- $4,135
- Deferred
- $8,431
- Nontaxable benefits
- $30,369
- Filer's total
- $231,643
-
Ken KlotzKEN KLOTZ
DES MOINES CAMPUS ADMINISTRATOR
- Total calculated
- $220,055
- From this org
- $201,656
- From related orgs
- $0
- Other
- $18,399
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $201,478
- Bonus
- $0
- Other
- $178
- Deferred
- $8,137
- Nontaxable benefits
- $10,262
- Filer's total
- $220,055
-
Mark HansenMARK HANSEN
LEAH HILL CAMPUS ADMINISTRATOR
- Total calculated
- $206,763
- From this org
- $187,097
- From related orgs
- $0
- Other
- $19,666
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $186,825
- Bonus
- $0
- Other
- $272
- Deferred
- $7,648
- Nontaxable benefits
- $12,018
- Filer's total
- $206,763
-
Janis CallowJANIS CALLOW
LEA HILL RN - MDS COORDINATOR
- Total calculated
- $186,552
- From this org
- $184,452
- From related orgs
- $0
- Other
- $2,100
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $183,367
- Bonus
- $0
- Other
- $1,085
- Deferred
- $2,100
- Nontaxable benefits
- $0
- Filer's total
- $186,552
-
Syed RashidSYED RASHID
CONTROLLER
- Total calculated
- $176,281
- From this org
- $152,911
- From related orgs
- $0
- Other
- $23,370
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,568
- Bonus
- $0
- Other
- $4,343
- Deferred
- $6,307
- Nontaxable benefits
- $17,063
- Filer's total
- $176,281
-
Tajinder Kaur Des MoinesTAJINDER KAUR DES MOINES
LPN TEAM LEADER - CARE CENTER
- Total calculated
- $171,881
- From this org
- $158,531
- From related orgs
- $0
- Other
- $13,350
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $156,687
- Bonus
- $1,643
- Other
- $201
- Deferred
- $4,668
- Nontaxable benefits
- $8,682
- Filer's total
- $171,881
-
Susie Newberry Lea HillSUSIE NEWBERRY LEA HILL
DIRECTOR OF NURSING SERVICES
- Total calculated
- $165,271
- From this org
- $144,809
- From related orgs
- $0
- Other
- $20,462
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $144,027
- Bonus
- $0
- Other
- $782
- Deferred
- $6,015
- Nontaxable benefits
- $14,447
- Filer's total
- $165,271
-
Lynn MichaelisLYNN MICHAELIS
CHAIR & PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Monte WindsorMONTE WINDSOR
VICE CHAIR & CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Gloria FletcherGLORIA FLETCHER
BOARD MEMBER & VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Ross DeckmanROSS DECKMAN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
John McGilliardJOHN MCGILLIARD
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Joe HarmonJOE HARMON
PAST CHAIR & BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joe EllingJOE ELLING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jerry FlagelJERRY FLAGEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bill FreitagBILL FREITAG
BOARD MEMBER (THROUGH MAY 2024)
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Brian GarrettBRIAN GARRETT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ray KanemoriRAY KANEMORI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dennis MagnusonDENNIS MAGNUSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ed RogelED ROGEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Tim SearingTIM SEARING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jim WigfallJIM WIGFALL
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
- 3 · Independent compensation consultant
- 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
-
$1,100,000
GENERAL OPERATING SUPPORT
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 HOMES COMMUNITY HEALTH SERVICES
501(C)(3) · HOME HEALTH AGENCY · WA · controlled entity
Directly controlled by WESLEY HOMES
-
501(C)(3) · SUPPORT WESLEY HOMES AND ITS RESIDENTS · WA · controlled entity
Directly controlled by WESLEY HOMES
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 DES MOINES LLC
PLANNED RETIREMENT COMMUNITY · WA · income $38,914,494 · assets $231,464,754
Directly controlled by WESLEY HOMES
-
WESLEY HOMES LEA HILL LLC
PLANNED RETIREMENT COMMUNITY · WA · income $18,366,261 · assets $50,132,106
Directly controlled by WESLEY HOMES
-
WESLEY HOMES BRADLEY PARK LLC
PLANNED RETIREMENT COMMUNITY · WA · income $12,691,343 · assets $77,455,567
Directly controlled by WESLEY HOMES
-
WESLEY HOMES RENTON LLC
PLANNED RETIREMENT COMMUNITY · WA · income $0 · assets $6,802,362
Directly controlled by WESLEY HOMES
-
PLANNED RETIREMENT COMMUNITY · WA · income $0 · assets $0
Directly controlled by WESLEY HOMES
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 10 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202533179349309853
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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