WESLEY COMMUNITY SERVICES ORGANIZATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WESLEY COMMUNITY SERVICES ORGANIZATION (EIN 31-0537097)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-05
- IRS object ID
- 201913099349300526
- Schema version
- 2018v3.1
- 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 | 2019-11-05T08:25:06-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311119890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barnes Dennig & Co LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 East Fourth Street | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310537097 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wesley Community Services Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WESL | BusinessNameControlTxt |
| Phone | 5136612777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2091 Radcliff Drive | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jennifer Steele | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 5136612777 | PhoneNum |
| Signature | 2019-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paula Hume | PreparerPersonNm |
| PTIN | P00537516 | PTIN |
| Phone | 5132418313 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.28.244.135 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-24 | IPDt |
| IP Tm | 20:06:22 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1CA9B4A504D0314FA2A13CFD5AFE390DEF715523 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jennifer Steele | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2091 Radcliff Drive | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,799,488 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.wesleycs.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | To promote the independence and enhance the life of seniors. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 140 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $549,789 | PYContributionsGrantsAmt |
| CY Contributions Grants | $374,491 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,293,338 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,165,373 | CYProgramServiceRevenueAmt |
| PY Investment Income | $236,729 | PYInvestmentIncomeAmt |
| CY Investment Income | $314,438 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,062 | PYOtherRevenueAmt |
| CY Other Revenue | $153,920 | CYOtherRevenueAmt |
| PY Total Revenue | $5,082,918 | PYTotalRevenueAmt |
| CY Total Revenue | $5,008,222 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,683,979 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,496,291 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $100,007 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,080,133 | PYOtherExpensesAmt |
| CY Other Expenses | $3,145,195 | CYOtherExpensesAmt |
| PY Total Expenses | $5,764,112 | PYTotalExpensesAmt |
| CY Total Expenses | $5,641,486 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$681,194 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$633,264 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,138,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,676,506 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,343,222 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,104,755 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,795,258 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,571,751 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To deliver essential services that promote the independence of seniors so that they may remain in the comfort of their own homes. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,723,481 | ExpenseAmt |
| Revenue | $4,165,373 | RevenueAmt |
| Desc | Meals on Wheels: Kitchen staff prepares 28 nutritionally balanced meals. In addition, we produce specialized meals for individuals with cardiac disease, diabetes, kidney disease, as well as meals for individuals with trouble chewing or difficulty swallowing. Specialized Transportation: Senior transportation program provides safe door-to-door transportation options for seniors and persons with disabilities who can no longer drive.Independent Living Assistance: Social service workers can help with budgeting, bill paying, banking, and applying for government programs.PetKare: Program helps our seniors take better care of their pets by providing free cat or dog food as well as vouchers toward veterinary care. | Desc |
| Total Program Service Expenses | $4,723,481 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 140 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robin Rodgers | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5136612777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2091 Radcliff Drive | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Danielle McColaugh- Start 12018 | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Joseph Maas | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Guinette M Kirk | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sarah Celi | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mary K Williams- Left 122018 | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Bart Richardson | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Michael Murphy | ||||||
| President | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Thomas Kaylor | ||||||
| Chairperson | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Lewis Bunton- Left 122018 | ||||||
| Secretary | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Lyndsey R Barnett | ||||||
| Treasurer | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Ericka Copeland | ||||||
| Executive Director- Left 8/1/19 | 40.00 | $115,340 | $0 | $9,500 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $115,340 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $9,500 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $41,367 | FederatedCampaignsAmt |
| All Other Contributions | $333,124 | AllOtherContributionsAmt |
| Total Contributions | $374,491 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Community Service | Desc |
| Business | 621610 | BusinessCd |
| Total Revenue Column | $4,165,373 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,165,373 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,165,373 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $156,980 | TotalRevenueColumnAmt |
| Exclusion | $156,980 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,948,724 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,791,266 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $157,458 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $157,458 | TotalRevenueColumnAmt |
| Exclusion | $157,458 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Miscellaneous | 900099 | $133,693 | $133,693 |
| Vendor Rebates | 900099 | $12,448 | $12,448 |
| 403(B) plan forfeitures | 900099 | $4,719 | $4,719 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,060 | TotalRevenueColumnAmt |
| Exclusion | $3,060 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $153,920 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,008,222 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,165,373 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $468,358 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,839 | TotalAmt |
| Program Services | $56,652 | ProgramServicesAmt |
| Management And General | $113,303 | ManagementAndGeneralAmt |
| Fundraising | $18,884 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,927,807 | TotalAmt |
| Program Services | $1,584,799 | ProgramServicesAmt |
| Management And General | $295,447 | ManagementAndGeneralAmt |
| Fundraising | $47,561 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,566 | TotalAmt |
| Program Services | $9,434 | ProgramServicesAmt |
| Management And General | $1,830 | ManagementAndGeneralAmt |
| Fundraising | $302 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,902 | TotalAmt |
| Program Services | $93,148 | ProgramServicesAmt |
| Management And General | $22,103 | ManagementAndGeneralAmt |
| Fundraising | $3,651 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,177 | TotalAmt |
| Program Services | $186,034 | ProgramServicesAmt |
| Management And General | $54,177 | ManagementAndGeneralAmt |
| Fundraising | $8,966 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,010 | TotalAmt |
| Management And General | $30,010 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,500 | TotalAmt |
| Management And General | $38,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,291 | TotalAmt |
| Management And General | $31,291 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,736 | TotalAmt |
| Program Services | $219,593 | ProgramServicesAmt |
| Management And General | $71,190 | ManagementAndGeneralAmt |
| Fundraising | $7,953 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,983 | TotalAmt |
| Program Services | $3,197 | ProgramServicesAmt |
| Management And General | $7,152 | ManagementAndGeneralAmt |
| Fundraising | $634 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,771 | TotalAmt |
| Program Services | $222,220 | ProgramServicesAmt |
| Management And General | $10,812 | ManagementAndGeneralAmt |
| Fundraising | $2,739 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,886 | TotalAmt |
| Program Services | $81,761 | ProgramServicesAmt |
| Management And General | $6,125 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,617 | TotalAmt |
| Program Services | $403,602 | ProgramServicesAmt |
| Management And General | $1,015 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $806 | TotalAmt |
| Program Services | $235 | ProgramServicesAmt |
| Management And General | $525 | ManagementAndGeneralAmt |
| Fundraising | $46 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,252 | TotalAmt |
| Program Services | $270,894 | ProgramServicesAmt |
| Management And General | $21,358 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,445 | TotalAmt |
| Program Services | $115,772 | ProgramServicesAmt |
| Management And General | $8,673 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Food | $1,429,440 | $1,429,440 | $0 | $0 |
| Other expenses | $131,314 | $38,218 | $85,509 | $7,587 |
| Employee expenses | $29,019 | $8,446 | $18,897 | $1,676 |
| Dues & subscriptions | $125 | $36 | $81 | $8 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,641,486 | TotalAmt |
| Program Services | $4,723,481 | ProgramServicesAmt |
| Management And General | $817,998 | ManagementAndGeneralAmt |
| Fundraising | $100,007 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $766,095 | BOYAmt |
| EOY | $340,228 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $546,243 | BOYAmt |
| EOY | $550,010 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,683 | BOYAmt |
| EOY | $92,613 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,595 | BOYAmt |
| EOY | $62,229 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,549,495 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,431,843 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,406,747 | BOYAmt |
| EOY | $3,117,652 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,303,197 | BOYAmt |
| EOY | $4,510,854 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,920 | BOYAmt |
| EOY | $2,920 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,138,480 | BOYAmt |
| EOY | $8,676,506 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,326,030 | BOYAmt |
| EOY | $1,097,387 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,192 | BOYAmt |
| EOY | $7,368 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,343,222 | BOYAmt |
| EOY | $1,104,755 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,365,011 | BOYAmt |
| EOY | $7,228,197 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,498 | BOYAmt |
| EOY | $135,805 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,749 | BOYAmt |
| EOY | $207,749 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,795,258 | BOYAmt |
| EOY | $7,571,751 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,138,480 | BOYAmt |
| EOY | $8,676,506 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$633,264 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$494,672 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$95,570 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $773,447 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,395,202 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $562,215 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $549,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $374,491 | CurrentTaxYearAmt |
| Total | $3,655,144 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,608,451 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,404,113 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,872,733 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,293,338 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,165,373 | CurrentTaxYearAmt |
| Total | $22,344,008 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,381,898 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,799,315 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,434,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,843,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,539,864 | CurrentTaxYearAmt |
| Total | $25,999,152 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $184,547 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $802,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $477,102 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $246,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $284,797 | CurrentTaxYearAmt |
| Total | $1,994,946 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $170,430 | CurrentTaxYearMinus4YearsAmt |
| Total | $170,430 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $354,977 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $802,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $477,102 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $246,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $284,797 | CurrentTaxYearAmt |
| Total | $2,165,376 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $23,833,776 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $234,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $212,387 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $200,822 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $171,397 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $156,980 | CurrentTaxYearAmt |
| Total | $976,175 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $234,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $212,387 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $200,822 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $171,397 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $156,980 | CurrentTaxYearAmt |
| Total | $976,175 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $323,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $399,609 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,189,630 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,062 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,448 | CurrentTaxYearAmt |
| Total | $3,927,814 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,939,552 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,411,311 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,825,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,017,586 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,709,292 | CurrentTaxYearAmt |
| Total | $30,903,141 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.77120 | PublicSupportCY509Pct |
| Public Support PY509 | 0.78700 | PublicSupportPY509Pct |
| Investment Income CY | 0.03160 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02640 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $327,407 | BeginningYearBalanceAmt |
| Contributions | $40,848 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,568 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $118,973 | OtherExpendituresAmt |
| End Year Balance | $240,714 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $253,668 | BeginningYearBalanceAmt |
| Contributions | $110,722 | ContributionsAmt |
| Investment Earnings Or Losses | $17,025 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $54,008 | OtherExpendituresAmt |
| End Year Balance | $327,407 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $246,675 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,738 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $745 | AdministrativeExpensesAmt |
| End Year Balance | $253,668 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $248,789 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,354 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $760 | AdministrativeExpensesAmt |
| End Year Balance | $246,675 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $243,177 | BeginningYearBalanceAmt |
| Contributions | $752 | ContributionsAmt |
| Investment Earnings Or Losses | $5,644 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $784 | AdministrativeExpensesAmt |
| End Year Balance | $248,789 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.76000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $214,500 | OtherCostOrOtherBasisAmt |
| Book Value | $214,500 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,674,137 | OtherCostOrOtherBasisAmt |
| Depreciation | $401,095 | DepreciationAmt |
| Book Value | $1,273,042 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,441,817 | OtherCostOrOtherBasisAmt |
| Depreciation | $345,533 | DepreciationAmt |
| Book Value | $1,096,284 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,172,628 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,662,302 | DepreciationAmt |
| Book Value | $510,326 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,413 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,913 | DepreciationAmt |
| Book Value | $23,500 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,117,652 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | To provide long term growth of assets. |
| Part X, Line 2: | The Organization is exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of Ohio law. However, the Organization is subject to federal income tax on any unrelated business taxable income. The Organization's IRS Form 990 is subject to review and examination by federal and state authorities. The Organization believes it has appropriate support for any tax positions taken, and therefore, does not have any uncertain income tax positions that are material to the consolidated financial statements. |
| Part XI, Line 2d - Other Adjustments: | Change in Pension |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The Finance Director and finance committee review the 990; the full board receives a copy of the 990. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest is reviewed and discussed annually at a board meeting and all potential conflicts are disclosed, if any board member having a possible conflict of interest regarding a matter before the board shall not vote or use his/her personal influence on the matter. |
| Form 990, Part VI, Section B, line 15 | The Executive Director's performance and compensation are reviewed annually by Wesley Community Services Organization's Board Chairman, and Board Secretary. They review compensation against industry benchmarks, including reports from United Way and other leading Non-Profit authorities for the Cincinnati area. |
| Form 990, Part VI, Section C, line 19 | The Organization makes its governing documents, Conflict of Interest Policy and Form 990 available upon request |
| Form 990, Part XI, line 9: | Change in Pension -95,570. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wesley Community Services LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2091 Radcliff Dr | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311709022 | EIN |
| Primary Activities | To Provide Administration/Support Services | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Total Income | $4,360,661 | TotalIncomeAmt |
| End Of Year Assets | $7,135,801 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wesley Community Services Organization | BusinessNameLine1Txt |
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