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← WESLEY COMMUNITY SERVICES INC

Form 990 for tax year 2023

Filed by WESLEY COMMUNITY SERVICES INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 25 March 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$19,851,244 changed to $25,782,018
Contributions and grants received
$0 changed to $5,930,774

Totals

Total revenue
$19,851,244
Total expenses
$21,801,139
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$12,576,270
Management and general expenses
$9,224,869
Fundraising expenses
$0
Program service expenses (Part III)
$12,576,270

Program services were 57.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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

  • KEVIN LAGREE

    PAST CHAIR

    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

  • JOHN MOORLACH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • CHRISTINA TAYLOR MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • ROB KRETZINGER

    PRESIDENT & CEO

    Total calculated
    $888,860
    From this org
    $84,871
    From related orgs
    $763,842
    Other
    $40,147
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $65,632 + $590,692 related
    Bonus
    $17,194 + $154,747 related
    Other
    $2,045 + $18,403 related
    Deferred
    $990 + $8,910 related
    Nontaxable benefits
    $3,025 + $27,222 related
    Filer's total
    $88,886 + $799,974 related

  • CRAIG FLANAGAN

    CFO

    Total calculated
    $363,206
    From this org
    $32,764
    From related orgs
    $294,873
    Other
    $35,569
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $32,166 + $289,491 related
    Bonus
    $0
    Other
    $598 + $5,382 related
    Deferred
    $988 + $8,890 related
    Nontaxable benefits
    $2,569 + $23,122 related
    Filer's total
    $36,321 + $326,885 related

  • ALLISON MERCURIS PENDROY

    COO

    Total calculated
    $177,409
    From this org
    $16,277
    From related orgs
    $147,966
    Other
    $13,166
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $16,277 + $146,486 related
    Bonus
    $0
    Other
    $0 + $1,480 related
    Deferred
    $0
    Nontaxable benefits
    $1,317 + $11,849 related
    Filer's total
    $17,594 + $159,815 related

  • JOY WHITE

    WESLEY AT HOME EXEC DIRECTOR

    Total calculated
    $121,296
    From this org
    $104,493
    From related orgs
    $0
    Other
    $16,803
    Hours/week
    40

  • AARON WHEELER

    VP HCBS

    Total calculated
    $120,732
    From this org
    $109,587
    From related orgs
    $0
    Other
    $11,145
    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 — 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

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202413209349325951

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