WESLEY HOUSE INC: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WESLEY HOUSE INC (EIN 47-2677053)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202321359349204452
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T11:21:58-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 South Tejon Suite 800 | AddressLine1Txt |
| City | Colorado Springs | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 809039848 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472677053 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEY HOUSE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANGELA OAKLEY | InCareOfNm |
| Business Name Control | WESL | BusinessNameControlTxt |
| Phone | 3035046500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4141 E DICKENSON PL | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA OAKLEY | PersonNm |
| Person Title | BOARD TREASURER | PersonTitleTxt |
| Phone | 3035046500 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANGELA | PersonFirstNm |
| Person Last | OAKLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Adam R Smith CPA | PreparerPersonNm |
| PTIN | P00958966 | PTIN |
| Phone | 7194714290 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $76,182 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Program Service Revenue | $76,178 | ProgramServiceRevenueAmt |
| Investment Income | $4 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $76,182 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $2,692 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $3,900 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $49,916 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $42,525 | OtherExpensesTotalAmt |
| Total Expenses | $99,033 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$22,851 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $193,359 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $170,508 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,308 | BOYAmt |
| EOY | $59,375 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,267 | BOYAmt |
| EOY | $297,082 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,422 | BOYAmt |
| EOY | $3,234 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,997 | BOYAmt |
| EOY | $359,691 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,638 | BOYAmt |
| EOY | $189,183 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,359 | BOYAmt |
| EOY | $170,508 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | ENRICHING LIVES AND MINDS BY FOCUSING ON THE STRENGTHS AND WELL BEING OF INDIVIDUALS BY DEVELOPING AND OPERATING QUALITY, AFFORDABLE AND SUPPORTIVE HOUSING FOR DENVER RESIDENTS WITH BEHAVIORAL HEALTH NEEDS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | AFFORDABLE GROUP HOME WITH 7 BEDS AND SHARED COMMON AREAS SERVING PEOPLE DISABLED WITH A MENTAL HEALTH ILLNESS. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $87,280 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $87,280 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| CARL CLARK MD | ||||
| BOARD PRESIDENT & CEO OF MHCD | 0.5 | $0 | $0 | $0 |
| KRISTI MOCK | ||||
| BOARD SECRETARY & COO OF MHCD | 0.5 | $0 | $0 | $0 |
| ANGELA OAKLEY | ||||
| BOARD TREASURER & CFO of MHCD | 0.5 | $0 | $0 | $0 |
| CHARLES EVERILL | ||||
| DIRECTOR & BOARD CHAIR | 0.5 | $0 | $0 | $0 |
| Heather Staggs | ||||
| Director through 1/1/2022 | 0.5 | $0 | $0 | $0 |
| Catalina Vielma | ||||
| Director through 11/17/2021 | 0.5 | $0 | $0 | $0 |
| Marjorie Lewis | ||||
| Director & MHCD Board Director | 0.5 | $0 | $0 | $0 |
| Jason Hopcus | ||||
| Director | 0.5 | $0 | $0 | $0 |
| Thomas Bryan CPA | ||||
| Director | 0.5 | $0 | $0 | $0 |
| Cynthia Lowery-Graber | ||||
| Director starting 1/2022 | 0.5 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA OAKLEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4141 E DICKENSON PLACE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3035046500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $284,756 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $284,756 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,848 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,112 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,972 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,347 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,178 | CurrentTaxYearAmt |
| Total | $340,457 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,848 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $357,868 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,972 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,347 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,178 | CurrentTaxYearAmt |
| Total | $625,213 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $23,241 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,890 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,056 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,182 | CurrentTaxYearAmt |
| Total | $106,369 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $23,241 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,890 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,056 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,182 | CurrentTaxYearAmt |
| Total | $106,369 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $518,844 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $4 | CurrentTaxYearAmt |
| Total | $4 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $4 | CurrentTaxYearAmt |
| Total | $4 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,848 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $357,868 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,972 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,347 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,182 | CurrentTaxYearAmt |
| Total | $625,217 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.82986 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87874 | PublicSupportPY509Pct |
| Investment Income CY | 0.00001 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990EZ, PART V: | DURING THE YEAR, THE ORGANIZATION, DID NOT RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT AND THE ORGANIZATION DID NOT PAY PREMIUMS, DIRECTLY OR INDRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| FORM 990EZ PART I LINE 16 | Description:MANAGEMENT FEE Amount:4382 |
| FORM 990EZ PART I LINE 16 | Description:OFFICE SUPPLIES Amount:3471 |
| FORM 990EZ PART I LINE 16 | Description:REPAIRS EXPENSE Amount:20187 |
| FORM 990EZ PART I LINE 16 | Description:BAD DEBT Amount:491 |
| FORM 990EZ PART I LINE 16 | Description:INSURANCE EXPENSE Amount:1209 |
| FORM 990EZ PART II LINE 26 | Description:TENANT DEPOSITS BOY Amount:370 EOY Amount:1473 |
| FORM 990EZ PART II LINE 26 | Description:Due to Related Organizations BOY Amount:166443 EOY Amount:183155 |
Comments