WESLEY COMMUNITY SERVICES ORGANIZATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WESLEY COMMUNITY SERVICES ORGANIZATION (EIN 31-0537097)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-15
- IRS object ID
- 201421989349300047
- Schema version
- 2013v3.0
- 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 | 2014-07-15T15:11:51-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EAST FOURTH ST SUITE 1200 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 SERVICES ORGANIZATION FKA WESLEY HALL INC | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45204 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE TUNISON | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 5136612777 | PhoneNum |
| Signature | 2014-07-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE E PFEIFER | PreparerPersonNm |
| PTIN | P00014949 | PTIN |
| Phone | 5132413111 | PhoneNum |
| Preparation | 2014-07-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHANIE TUNISON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2091 RADCLIFF DRIVE | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,365,055 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WSOCINCINNATI.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 | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $243,150 | PYContributionsGrantsAmt |
| CY Contributions Grants | $348,019 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $95,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $120,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $112,969 | PYInvestmentIncomeAmt |
| CY Investment Income | $236,724 | CYInvestmentIncomeAmt |
| PY Other Revenue | $49,678 | PYOtherRevenueAmt |
| CY Other Revenue | $69,920 | CYOtherRevenueAmt |
| PY Total Revenue | $500,797 | PYTotalRevenueAmt |
| CY Total Revenue | $774,663 | 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 | $360,965 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $357,223 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $85,626 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $366,178 | PYOtherExpensesAmt |
| CY Other Expenses | $441,767 | CYOtherExpensesAmt |
| PY Total Expenses | $727,143 | PYTotalExpensesAmt |
| CY Total Expenses | $798,990 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$226,346 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$24,327 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,197,760 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,638,425 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,469,774 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,367,892 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,727,986 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,270,533 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE SUPPORT TO WESLEY COMMUNITY SERVICES AND LINCOLN CRAWFORD, BOTH 501(C)(3) ORGANIZATIONS, INCLUDING GUIDANCE, STRATEGIC PLANNING, MANAGEMENT SERVICES, CORPORATE INFRASTRUCTURE AND FUNDRAISING ASSISTANCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $182,280 | ExpenseAmt |
| Revenue | $120,000 | RevenueAmt |
| Desc | WESLEY SERVICES ORGANIZATION (WSO) IS THE PARENT ORGANIZATION OF LINCOLN CRAWFORD (LC), A 501(C)(3) ORGANIZATION WHOSE NURSING FACILITY BED LICENSE AND OTHER ASSETS WERE SOLD ON JULY 31, 2012. IN 2013, WSO CONTINUED THE PROCESS OF CLOSING THE LC CORPORATE ENTITY. WSO IS ALSO THE PARENT ORGANIZATION OF WESLEY COMMUNITY SERVICES (WCS) WHICH IS ALSO A 501(C)(3) ORGANIZATION. WSO PROVIDED DEVELOPMENT STAFF FOR THE ORGANIZATIONS TO ASSIST IN THE CULTIVATION OF DONORS AND GIFTS FOR WHICH NO COMPENSATION FROM EITHER OPERATING ENTITY WAS SOUGHT TO COVER THE COSTS OF SUCH A PROGRAM. WSO ALSO PROVIDED FINANCIAL STAFF FOR BOTH ENTITIES AT A REDUCED COST TO EACH DIVISION, CHARGING THEM ONLY A PORTION OF THE TOTAL COSTS INCURRED.WSO CONTINUES TO PROVIDE MARKETING SERVICES FOR ALL CORPORATIONS THROUGH THE PUBLICATION OF SEMI-ANNUAL NEWSLETTERS. IN 2013, THE ANNUAL APPEAL WAS SENT TO 2,661 HOUSEHOLDS FOR A 9.58% RETURN. ADDITIONALLY, WSO PROVIDED THE NECESSARY SUPPORT AND STAFF TO PRODUCE VARIOUS APPEALS FOR LC AND CONTINUES THE SUPPORT FOR WCS. | Desc |
| Total Program Service Expenses | $182,280 | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | 0 | 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 | GLENN FLICK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5136612777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2091 RADCLIFF DRIVE | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45204 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| ROBERT SCHILLING | |||||||
| PRESIDENT | 0.50 | 0.60 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS KAYLOR | |||||||
| CHAIRPERSON | 0.80 | 0.80 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LEWIS BUNTON | |||||||
| SECRETARY | 0.50 | 0.60 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID WARREN | |||||||
| TREASURER | 0.50 | 0.60 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD ADAMS | |||||||
| TRUSTEE | 0.50 | 0.60 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL BERRY | |||||||
| TRUSTEE | 0.50 | 0.60 | Yes (X) | $0 | $0 | $0 | |
| ELISE COWIE | |||||||
| TRUSTEE | 0.50 | 0.60 | Yes (X) | $0 | $0 | $0 | |
| THOMAS LOCKWOOD | |||||||
| TRUSTEE | 0.50 | 0.60 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH MAAS | |||||||
| TRUSTEE | 0.50 | 0.60 | Yes (X) | $0 | $0 | $0 | |
| JUANITA ADAMS | |||||||
| TRUSTEE - PART YEAR | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN C KEHOE CFP CLU | |||||||
| TRUSTEE - PART YEAR | 0.30 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL MILLER | |||||||
| TRUSTEE - PART YEAR | 0.10 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE TUNISON | |||||||
| CHIEF EXECUTIVE OFFICER | 20.00 | 20.00 | Yes (X) | $117,928 | $0 | $13,155 | |
| JAMES G WALTHER | |||||||
| CONTROLLER - PART YEAR | 13.00 | 27.00 | Yes (X) | $74,437 | $0 | $7,092 | |
| GLENN FLICK | |||||||
| CONTROLLER - PART YEAR | 15.00 | 25.00 | Yes (X) | $3,071 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $195,436 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $20,247 | 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 |
| All Other Contributions | $348,019 | AllOtherContributionsAmt |
| Total Contributions | $348,019 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $120,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $120,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $120,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $209,445 | TotalRevenueColumnAmt |
| Exclusion | $209,445 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $69,920 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $69,920 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,920 | TotalRevenueColumnAmt |
| Exclusion | $69,920 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,617,671 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,590,392 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,279 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,279 | TotalRevenueColumnAmt |
| Exclusion | $27,279 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $774,663 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $120,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $306,644 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,683 | TotalAmt |
| Program Services | $55,256 | ProgramServicesAmt |
| Management And General | $147,280 | ManagementAndGeneralAmt |
| Fundraising | $13,147 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,158 | TotalAmt |
| Program Services | $23,452 | ProgramServicesAmt |
| Management And General | $43,791 | ManagementAndGeneralAmt |
| Fundraising | $42,915 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,148 | TotalAmt |
| Program Services | $562 | ProgramServicesAmt |
| Management And General | $468 | ManagementAndGeneralAmt |
| Fundraising | $118 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,019 | TotalAmt |
| Program Services | $412 | ProgramServicesAmt |
| Management And General | $1,120 | ManagementAndGeneralAmt |
| Fundraising | $6,487 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,215 | TotalAmt |
| Program Services | $5,766 | ProgramServicesAmt |
| Management And General | $12,397 | ManagementAndGeneralAmt |
| Fundraising | $4,052 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,752 | TotalAmt |
| Management And General | $20,752 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,463 | TotalAmt |
| Management And General | $29,463 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,501 | TotalAmt |
| Program Services | $24,351 | ProgramServicesAmt |
| Management And General | $45,006 | ManagementAndGeneralAmt |
| Fundraising | $4,144 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,938 | TotalAmt |
| Management And General | $228 | ManagementAndGeneralAmt |
| Fundraising | $1,710 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,993 | TotalAmt |
| Management And General | $78,993 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,109 | TotalAmt |
| Management And General | $2,834 | ManagementAndGeneralAmt |
| Fundraising | $275 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,646 | TotalAmt |
| Management And General | $2,442 | ManagementAndGeneralAmt |
| Fundraising | $204 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,481 | TotalAmt |
| Program Services | $72,481 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,024 | TotalAmt |
| Management And General | $7,024 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GENERAL AND ADMINISTRAT | $143,502 | $0 | $133,322 | $10,180 |
| SUPPLIES AND MAINTENANC | $8,358 | $5,964 | $2,394 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $798,990 | TotalAmt |
| Program Services | $182,280 | ProgramServicesAmt |
| Management And General | $531,084 | ManagementAndGeneralAmt |
| Fundraising | $85,626 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $369,683 | BOYAmt |
| EOY | $249,763 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,118 | BOYAmt |
| EOY | $12,399 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,676,181 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $337,202 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,308,639 | BOYAmt |
| EOY | $2,338,979 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,032,284 | BOYAmt |
| EOY | $5,219,183 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,475,036 | BOYAmt |
| EOY | $6,818,101 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,197,760 | BOYAmt |
| EOY | $14,638,425 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,728 | BOYAmt |
| EOY | $15,044 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,447,046 | BOYAmt |
| EOY | $1,352,848 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,469,774 | BOYAmt |
| EOY | $1,367,892 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,280,915 | BOYAmt |
| EOY | $12,916,907 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,566 | BOYAmt |
| EOY | $145,877 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,505 | BOYAmt |
| EOY | $207,749 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,727,986 | BOYAmt |
| EOY | $13,270,533 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,197,760 | BOYAmt |
| EOY | $14,638,425 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$24,327 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $296,728 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $270,146 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Certification | Yes (X) | CertificationInd |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | Supported Org NotifiedSupportedOrgNotifiedInd | US OrganizedUSOrganizedInd | SupportSupportAmt |
|---|---|---|---|---|---|
| WESLEY COMMUNITY SERVICES | |||||
| 311709022 | 9 | Yes (1) | Yes (1) | Yes (1) | $0 |
| LINCOLN CRAWFORD | |||||
| 311423419 | 9 | Yes (1) | Yes (1) | Yes (1) | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
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 | $332,420 | BeginningYearBalanceAmt |
| Contributions | $500 | ContributionsAmt |
| Investment Earnings Or Losses | $18,263 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $107,247 | OtherExpendituresAmt |
| Administrative Expenses | $759 | AdministrativeExpensesAmt |
| End Year Balance | $243,177 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $307,554 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $26,884 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,018 | AdministrativeExpensesAmt |
| End Year Balance | $332,420 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $306,341 | BeginningYearBalanceAmt |
| Contributions | $500 | ContributionsAmt |
| Investment Earnings Or Losses | $8,265 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,892 | AdministrativeExpensesAmt |
| End Year Balance | $307,554 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $218,501 | BeginningYearBalanceAmt |
| Contributions | $72,256 | ContributionsAmt |
| Investment Earnings Or Losses | $16,589 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,005 | AdministrativeExpensesAmt |
| End Year Balance | $306,341 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $187,877 | BeginningYearBalanceAmt |
| Contributions | $650 | ContributionsAmt |
| Investment Earnings Or Losses | $30,821 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $847 | AdministrativeExpensesAmt |
| End Year Balance | $218,501 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.85430 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14570 | 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 | $2,382,410 | OtherCostOrOtherBasisAmt |
| Depreciation | $288,413 | DepreciationAmt |
| Book Value | $2,093,997 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $79,271 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,789 | DepreciationAmt |
| Book Value | $30,482 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,338,979 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM RELATED PARTY | Desc |
| Book Value | $6,818,101 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,818,101 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYABLE TO RELATED PARTY | $1,017,103 |
| ACCRUED PENSION | $279,050 |
| ACCRUED SALARIES | $56,695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,352,848 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE SCHOLARSHIPS AND FOR THE BENEFIT OF PROGRAMS FOR WSO AND AFFILIATED ENTITIES ARE THE INTENDED USES OF THE PERMANENT ENDOWMENT. |
| PART X, LINE 2: | WESLEY SERVICES ORGANIZATION, LINCOLN CRAWFORD AND WESLEY COMMUNITY SERVICES ARE TAX-EXEMPT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATIONS ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. IN ADDITION, THE ORGANIZATIONS HAVE BEEN CLASSIFIED AS ORGANIZATIONS OTHER THAN PRIVATE FOUNDATIONS UNDER SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF FASB ASC 740-10-25, WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE OPEN AUDIT PERIODS ARE 2010-2012. THE ORGANIZATION'S POLICY WITH REGARD TO INTEREST AND PENALTIES IS TO RECOGNIZE INTEREST THROUGH INTEREST EXPENSE AND PENALTIES THROUGH OTHER EXPENSE. IN EVALUATING THE ORGANIZATION'S TAX PROVISIONS AND ACCRUALS, FUTURE TAXABLE INCOME, AND THE REVERSAL OF TEMPORARY DIFFERENCES, INTERPRETATIONS AND TAX PLANNING STRATEGIES ARE CONSIDERED. THE ORGANIZATION BELIEVES THEIR ESTIMATES ARE APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 WILL BE REVIEWED BY THE CONTROLLOR, CEO AND AUDIT AND INVESTMENT COMMITTEES IN ADDITION TO THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED AND DISCUSSED ANNUALLY AT A BOARD MEETING AND ALL POTENTIAL CONFLICTS ARE DISCLOSED, IF ANY. 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 15A | COMPENSATION OF THE ORGANIZATION'S OFFICERS IS DETERMINED BY REVIEWING INDUSTRY BENCHMARKS, INCLUDING REPORTS FROM UNITED WAY, MEDICAID COST REPORT DATA, INDUSTRY SALARY SURVEYS FOR ACCOUNTANTS AND CPAS, AS WELL AS OTHER OUTSIDE NON-PROFIT SALARY PUBLICATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN DEFINED BENEFIT PLAN LIABILITY 270,146. |
| FORM 990, PART XII, LINE 2C | THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES ALSO ACTS AS THE AUDIT COMMITTEE. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LINCOLN CRAWFORD | ||||||||||
| 3333 GLENMORE AVENUE | CINCINNATI | OH | 45211 | 311423419 | ASSETS SOLD IN 2012 - CLOSING TRANSACTIONS STILL ONGOING IN 2013 | OH | 501(C)(3) | 509(A)(2) | WESLEY SERVICES ORGANIZATION | Yes (1) |
| WESLEY COMMUNITY SERVICES | ||||||||||
| 3333 GLENMORE AVENUE | CINCINNATI | OH | 45211 | 311709022 | PROVIDE BASIC CARE NEEDS TO ELDERLY AND THOSE WITH SPECIAL NEEDS | OH | 501(C)(3) | 509(A)(2) | WESLEY SERVICES ORGANIZATION | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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