WESLEYLIFE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WESLEYLIFE (EIN 30-0577845)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201313189349303221
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-11-14T11:25:22-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300577845 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEYLIFE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WESL | NameControl |
| Phone | 5152716789 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5508 NORTHWEST 88TH STREET NO 120 | AddressLine1 |
| City | JOHNSTON | City |
| State | IA | State |
| ZIP Code | 50131 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANK TALLERICO | Name |
| Title | CFO | Title |
| Phone | 5152716789 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CORY RUTLEDGE | Name |
| PTIN | P01329381 | PTIN |
| Phone | 6123764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROB KRETZINGER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5508 NORTHWEST 88TH STREET NO 120 | AddressLine1 |
| City | JOHNSTON | City |
| State | IA | State |
| ZIP Code | 50131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4519595 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WESLEYLIFE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2010 | YearFormation |
| State Legal Domicile | IA | StateLegalDomicile |
| Activity Or Mission Description | SUPPORT THE INDEPENDENCE, HEALTH AND WELL BEING OF OLDER ADULTS, WHEREVER THEY CALL HOME. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1734 | TotalNbrEmployees |
| Total Nbr Volunteers | 12 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 751943 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13764 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4170797 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4468363 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -18559 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4493 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 133 | OtherRevenuePriorYear |
| Other Revenue Current Year | 145 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4904314 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4486765 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2800 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3007166 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3753983 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 450970 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1693974 | OtherExpensePriorYear |
| Other Expenses Current Year | 1450688 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4711140 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5207471 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 193174 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -720706 | RevenuesLessExpensesCY |
| Total Assets BOY | 753156 | TotalAssetsBOY |
| Total Assets EOY | 1586128 | TotalAssetsEOY |
| Total Liabilities BOY | 559982 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2113660 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 193174 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -527532 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WESLEYLIFE IS THE SUPPORTING ORGANIZATION FOR ITS AFFILIATES: WESLEY RETIREMENT SERVICES, WESLEY COMMUNITY SERVICES, BOTH 501(C)(3) ORGANIZATIONS, AND WESLEY DEVELOPMENT SERVICES, AN LLC DERIVING ITS TAX EXEMPT STATUS FROM WESLEYLIFE. THE MISSION OF WESLEYLIFE IS TO SUPPORT THE INDEPENDENCE, HEALTH AND WELL BEING OF OLDER ADULTS WHEREVER THEY CALL HOME. IT DOES THIS BY PROVIDING SUPPORTING SERVICES, SUCH AS ACCOUNTING, FINANCE, HUMAN RESOURCES, MARKETING, INFORMATION TECHNOLOGY, AND PHILANTHROPY FOR ITS AFFILIATES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2800 | Expense |
| Grants | 2800 | Grants |
| Revenue | 4468363 | Revenue |
| Description | WESLEYLIFE WAS ESTABLISHED IN DECEMBER 2010 AS A SUPPORTING ORGANIZATION FOR WESLEY RETIREMENT SERVICES, INC. (WRS) AND WESLEY COMMUNITY SERVICES, INC. (WCS). WRS WAS ESTABLISHED IN 1947 AS A FAITH-BASED, NON-PROFIT ORGANIZATION AND HAS SINCE DEDICATED ITSELF TO PROVIDING HOUSING, HEALTH CARE, AND SUPPORT SERVICES EXCLUSIVELY TO OLDER ADULTS IN WAYS THAT PROMOTE INDEPENDENCE AND A HEALTHY, ACTIVE LIFESTYLE FOR EVERYONE WE SERVE. WCS WAS ESTABLISHED IN 2006 WITH THE FOCUS OF PROVIDING SERVICES TO OLDER ADULTS AND THE INDIGENT REGARDLESS OF FINANCIAL MEANS THROUGH IN-HOME SUPPORT, ASSISTANCE, MEALS, AND COMPANIONSHIP FOR OLDER ADULTS. WESLEY DEVELOPMENT SERVICES WAS CREATED IN FEBRUARY 2011. IT'S ROLE IS TO PROVIDE MARKET RESEARCH, AND SERVICES SUCH AS PROJECT DESIGN, MANAGEMENT, MONITORING, AND MARKETING RELATED TO NEW COMMUNITITES FOR WESLEYLIFE AND ITS AFFILIATES. OUR MISSION IS TO PROMOTE THE INDEPENDENCE, HEALTH, AND WELL-BEING OF OLDER ADULTS WHEREVER THEY CALL HOME. AS TRENDS IN RETIREMENT LIVING CONTINUE TO CHANGE, WE HAVE RESPONDED WITH AN ARRAY OF SERVICES THAT PROMOTE AND DELIVER FRIENDSHIP AND FELLOWSHIP, A SLATE OF MEANINGFUL ACTIVITIES, LIFELONG LEARNING, AND COMPREHENSIVE HEALTH AND WELLNESS PROGRAMS TO ACCOMMODATE THE EXPECTATIONS OF OUR CUSTOMERS. OUR CORE MISSION SUPPORTS OLDER ADULTS WHEREVER THEY CALL HOME. WESLEYLIFE CURRENTLY OWNS AND OPERATES SEVEN RETIREMENT COMMUNITIES IN IOWA THROUGH WESLEY RETIREMENT SERVICES, INC. (WRS) THAT OFFER A FULL CONTINUUM OF SERVICES. THOSE RETIREMENT COMMUNITIES ARE: WESLEY ACRES IN DES MOINES; HALCYON HOUSE IN WASHINGTON; HERITAGE HOUSE IN ATLANTIC; THE VILLAGE IN INDIANOLA; PARK CENTRE IN NEWTON; EDGEWATER, AN ACTIVE LIFE COMMUNITY IN WEST DES MOINES; AND HEARTHSTONE, A MINISTRY OF WESLEYLIFE IN PELLA. WESLEYLIFE ALSO OPERATES HOME AND COMMUNITY BASED SERVICES THROUGH WESLEY COMMUNITY SERVICES, INC. (WCS) THAT AUGMENT OUR TOTAL SERVICE OFFERING. OUR HOME AND COMMUNITY BASED SERVICES ARE FOCUSED ON PROVIDING SERVICES TO OLDER ADULTS AND INDIGENT REGARDLESS OF FINANCIAL MEANS. WE CONTINUE TO RESPOND TO STUDIES EXPRESSING A GROWING DESIRE AND NEED OF OLDER ADULTS TO RECEIVE SERVICES IN THEIR HOMES BY PROVIDING MEDICARE, MEDICAID, AND PRIVATE PAY HOME CARE SERVICES; MEALS ON WHEELS (MOW), PERSONAL AND ENVIRONMENTAL SERVICES, AND OTHER VOLUNTEER SERVICES WHICH HELP KEEP INDIVIDUALS INDEPENDENT AND ACTIVE IN THEIR HOMES AND THE COMMUNITY. WESLEY ALSO OPERATES THREE ADULT DAY CENTERS - WILLOWBROOK ADULT DAY SERVICES IN NEWTON; WESLEY ADULT DAY SERVICES IN DES MOINES; AND LENDING HANDS ADULT DAY SERVICES IN WASHINGTON. FOR THOSE COMMUNITY MEMBERS APPROACHING END OF LIFE AND NEEDING END OF LIFE CARE, WCS ALSO PROVIDES HOSPICE CARE, WHICH ALLOWS US TO EXTEND OUR MINISTRY AND QUALITY OF CARE.IN 2012, WESLEYLIFE'S SUPPORTING ORGANIZATIONS, WRS AND WCS, PROVIDED HOUSING AND SERVICES FOR MORE THAN 11,941 OLDER IOWANS WHO RECEIVED INDIVIDUALIZED ATTENTION FROM OUR MORE THAN 1,734 PASSIONATE TEAM MEMBERS. AS PART OF OUR MISSION, WE BELIEVE IT IS OUR RESPONSIBILITY TO MAKE THE CITIES AND COMMUNITIES IN WHICH WE OPERATE A BETTER PLACE TO LIVE. WE ARE GUIDED BY OUR CORE VALUES TO PROVIDE QUALITY SERVICES, DEMONSTRATE INTEGRITY, MAINTAIN DIGNITY, FOSTER COMMUNITY, AND DELIVER RESPONSIBLE STEWARDSHIP. WE SERVE OLDER IOWANS BY PROVIDING THEM THE QUALITY SERVICES THEY NEED WITH A SERVANT'S HEART. WE ARE COMMITTED TO QUALITY, EXCELLENCE, HOSPITALITY AND INNOVATION. WE FIRMLY BELIEVE THAT IT IS OUR RESPONSIBILITY TO BE GOOD STEWARDS OF THIS MISSION AND ONLY USE THE RESOURCES WE HAVE BEEN PROVIDED IN WAYS THAT WILL BETTER THE LIVES OF OUR CUSTOMERS. AS A NON-PROFIT ORGNAIZATION, WE UNDERSTAND THAT OUR RESPONSIBILITY AND OBLIGATION TO OUR COMMUNITIES IS TO OPERATE WITH TOTAL TRANSPARENCY, HONESTY, INTEGRITY, AND THE BEST CARE POSSIBLE. BELOW REFLECTS SOME OF THE COMMUNITY BENEFITS FROM 2012:- WESLEYLIFE PROVIDED $1,354,691 IN CHARITY CARE TO OUR RESIDENTS, PARTICIPANTS AND CLIENTS. RESIDENTS RECEIVED $529,813 WORTH OF CHARITABLE CARE AS SUPPORTED THROUGH THE GOOD SAMARITAN AND GOOD SHEPHERD FUNDS TO ENSURE EACH PERSON COULD THRIVE IN THEIR HOME. CLIENTS AND PARTICIPANTS HOME AND COMMUNITY BASED SERVICES RECEIVED $243,209 WORTH OF CHARITABLE CARE AS SUPPORTED THROUGH SCHOLARSHIPS TO HELP SUPPORT THEIR INDEPENDENCE, HEALTH AND WELL-BEING AT HOME.- IN 2012, INCREASING OUR REACH TO UNDERSERVED COMMUNITY MEMBERS, MEDICAID DAYS INCREASED BY 8% OVER LAST YEAR TO 26,794 DAYS.- MORE THAN 300 COMMUNITY MEMBERS PARTICIPATED IN VARIOUS SUPPORT GROUPS OFFERED AT OUR COMMUNITIES, INCLUDING ALZHEIMER'S, PARKINSON'S, AND BLIND SUPPORT GROUPS, AS WELL AS OFFERING MORE THAN 30 CAREGIVER SUPPORT MEETINGS FOR 99 COMMUNITY MEMBERS.- WE OFFERED 41 EDUCATIONAL SESSIONS AIMED AT IMPROVING THE HEALTH OF OLDER ADULTS BY PROMOTING NUTRITION, WELLNESS, AND QUALIFY OF LIFE. IN TOTAL, 459 COMMUNITY MEMBERS PARTICIPATED IN THESE EDUCATIONAL SESSIONS.- WE PROVIDED MORE THAN 15,000 HOURS OF VOLUNTEER OPPORTUNITIES TO APPROXIMATELY 790 COMMUNITY MEMBERS.- WE WELCOMED 112 FUTURE NURSES, PHARMACISTS, DOCTORS, AND WELLNESS PROFESSIONALS AS INTERNS AND STUDENTS, PROVIDING 3,997 HOURS OF HANDS-ON, REAL-LIFE EXPERIENCES WITH RESIDENTS, CLIENTS, TEAM MEMBERS AND LEADERSHIP. - OUR DOORS ARE OPENED EACH YEAR TO MANY GOVERNMENT ENTITIES, RELIGIOUS GROUPS AND OTHER NON-PROFITS TO USE FOR MEETINGS, EDUCATIONAL PRESENTATIONS AND NEIGHBORHOOD MEETINGS. WE PROVIDED MEETING SPACE TO 219 GROUPS, IN WHICH 3,643 COMMUNITY MEMBERS ATTENDED.- MORE THAN 2,100 CHILDREN AND STUDENTS VISITED RESIDENTS AND PARTICIPANTS TO CREATE MULTI-GENERATIONAL RELATIONSHIPS, PROMOTE READING SKILLS, AND CREATE MENTORING RELATIONSHIPS.- WE PROVIDED A GATHERING SPACE IN OUR RETIREMENT COMMUNITIES AT NO CHARGE TO LOCAL GROUPS ON XXX OCCASSIONS, SERVING OVER X,XXX INDIVIDUALS.- WE COORDINATED AND FACILITATED INTERGENERATIONAL ACTIVITIES WITH GRADE SCHOOL-AGE CHILDREN, PROMOTING READING AND MENTORING RELATIONSHIPS.- WE COLLECTED AND DONATED VARIOUS ITEMS, INCLUDING CLOTHING, COATS, BOOKS, AND OTHER SUPPLIES TO AREA CHARITIES. IN ADDITION TO CONTRIBUTIONS, MORE THAN 9,000 MEALS WERE DONATED TO A LOCAL HOMELESS SHELTER.- TEAM MEMBERS HELPED SHAPE THE FUTURE OF HEALTH AND WELLNESS BY CONTRIBUTING 404 HOURS TO LOCAL AND NATIONAL ORGANIZATIONS THROUGH MEMBERSHIP OR SERVING ON THE BOARD OF DIRECTORS. | Description |
| Total Program Service Expense | 2800 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 16 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1734 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK TALLERICO CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5152716559 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5508 NW 88TH STREET SUITE 120 | AddressLine1 |
| City | JOHNSTON | City |
| State | IA | State |
| ZIP Code | 50131 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| CARROLL BENNETT | ||||||||
| CHAIR | 2.00 | 4.00 | X | X | 0 | 0 | 0 | |
| BOB RUCH | ||||||||
| VICE CHAIR | 1.00 | 2.00 | X | X | 0 | 0 | 0 | |
| JODY LORENCE | ||||||||
| SECRETARY / TREASURER | 1.00 | 2.00 | X | X | 0 | 0 | 0 | |
| JIM VICKERY | ||||||||
| PAST CHAIR | 1.00 | 2.00 | X | 0 | 0 | 0 | ||
| PEG ARMSTRONG-GUSTAFSON | ||||||||
| BOARD MEMBER | 1.00 | 2.00 | X | 0 | 0 | 0 | ||
| TOM MAHONEY | ||||||||
| BOARD MEMBER | 1.00 | 2.00 | X | 0 | 0 | 0 | ||
| JOHN MOENCK | ||||||||
| BOARD MEMBER | 1.00 | 2.00 | X | 0 | 0 | 0 | ||
| CHAD RASMUSSEN | ||||||||
| BOARD MEMBER | 1.00 | 2.00 | X | 0 | 0 | 0 | ||
| DAN RENEKER | ||||||||
| BOARD MEMBER | 1.00 | 2.00 | X | 0 | 0 | 0 | ||
| DAVID STOUT | ||||||||
| BOARD MEMBER | 1.00 | 2.00 | X | 0 | 0 | 0 | ||
| KIRK TYLER | ||||||||
| BOARD MEMBER | 1.00 | 2.00 | X | 0 | 0 | 0 | ||
| TERESA WAHLERT | ||||||||
| BOARD MEMBER | 1.00 | 2.00 | X | 0 | 0 | 0 | ||
| ROB KRETZINGER | ||||||||
| PRESIDENT & CEO | 50.00 | 0.00 | X | 400665 | 0 | 50627 | ||
| FRANK TALLERICO | ||||||||
| CFO | 50.00 | 0.00 | X | 233406 | 0 | 17531 | ||
| JAMES ROBINSON | ||||||||
| VICE PRESIDENT OF OPERATIONS/COO | 50.00 | 0.00 | X | 221722 | 0 | 21995 | ||
| BRYAN SCHNURR | ||||||||
| VP OF DEVELOPMENT | 50.00 | 0.00 | 165831 | 0 | 19232 | X | ||
| BRYAN SANDERS | ||||||||
| VICE PRESIDENT OF HCBS | 50.00 | 0.00 | 156579 | 0 | 19985 | X | ||
| KRISTY VAN DER WIEL | ||||||||
| VP OF HUMAN RESOURCES | 50.00 | 0.00 | 143133 | 0 | 19473 | X | ||
| JACKIE MATT | ||||||||
| VP OF MARKETING | 50.00 | 0.00 | 118607 | 0 | 15505 | X | ||
| WILLIAM ANDERSON | ||||||||
| VP OF PHILANTHROPY | 50.00 | 0.00 | 118710 | 0 | 1634 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1558653 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 165982 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PATHWAY HEALTH SERVICES | |||||
| 2025 4TH ST | WHITE BEAR LAKE | MN | 55110 | CONSULTING | 326702 |
| ECAPITAL ADVISORS LLC | |||||
| 7900 XERXES AVE S STE 1300 | BLOOMINGTON | MN | 55431 | SOFTWARE CONSULTING | 128743 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 13764 | AllOtherContributions |
| Noncash Contributions | 2500 | NoncashContributions |
| Total Contributions | 13764 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MANAGEMENT FEES | 561000 | 4216680 | 4216680 |
| PROJECT REVENUE | 561000 | 251683 | 251683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4468363 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37323 | TotalRevenueColumn |
| Exclusion | $37,323 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 32830 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -32830 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -32830 | TotalRevenueColumn |
| Exclusion | -$32,830 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 145 | TotalRevenueColumn |
| Exclusion | $145 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 145 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4486765 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4468363 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,638 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2800 | Total |
| Program Services | 2800 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 945946 | Total |
| Management And General | 945946 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2272030 | Total |
| Management And General | 2002567 | ManagementAndGeneral |
| Fundraising | 269463 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35932 | Total |
| Management And General | 33786 | ManagementAndGeneral |
| Fundraising | 2146 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 287747 | Total |
| Management And General | 273990 | ManagementAndGeneral |
| Fundraising | 13757 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212328 | Total |
| Management And General | 191383 | ManagementAndGeneral |
| Fundraising | 20945 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64845 | Total |
| Management And General | 64845 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95351 | Total |
| Management And General | 95351 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 392853 | Total |
| Management And General | 389853 | ManagementAndGeneral |
| Fundraising | 3000 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119365 | Total |
| Management And General | 95490 | ManagementAndGeneral |
| Fundraising | 23875 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53156 | Total |
| Management And General | 50150 | ManagementAndGeneral |
| Fundraising | 3006 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51951 | Total |
| Management And General | 48663 | ManagementAndGeneral |
| Fundraising | 3288 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 379 | Total |
| Management And General | 379 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115267 | Total |
| Management And General | 110991 | ManagementAndGeneral |
| Fundraising | 4276 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45204 | Total |
| Management And General | 39483 | ManagementAndGeneral |
| Fundraising | 5721 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7688 | Total |
| Management And General | 7688 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221906 | Total |
| Management And General | 221906 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| SMALL EQUIPMENT | 81842 | 81842 | |
| MISCELLANEOUS EXPENSES | 65115 | 64840 | 275 |
| FUND DEVELOPMENT | 61328 | 61328 | |
| EDUCATION & TRAINING | 35121 | 33055 | 2066 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39317 | Total |
| Management And General | 1493 | ManagementAndGeneral |
| Fundraising | 37824 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5207471 | Total |
| Program Services | 2800 | ProgramServices |
| Management And General | 4753701 | ManagementAndGeneral |
| Fundraising | 450970 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54624 | BOY |
| EOY | 4743 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1693 | BOY |
| EOY | 130 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2950 | BOY |
| EOY | 108354 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2319513 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 881412 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 586998 | BOY |
| EOY | 1438101 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106891 | BOY |
| EOY | 34800 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 753156 | BOY |
| EOY | 1586128 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 519359 | BOY |
| EOY | 466392 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 663657 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40623 | BOY |
| EOY | 983611 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 559982 | BOY |
| EOY | 2113660 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193174 | BOY |
| EOY | -538796 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 11264 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193174 | BOY |
| EOY | -527532 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 753156 | BOY |
| EOY | 1586128 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -720706 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| WESLEY COMMUNITY SERVICES INC | |||||
| 203970256 | LINE 9 | 1 | 1 | 1 | $788,496 |
| WESLEY RETIREMENT SERVICES INC | |||||
| 420680440 | LINE 9 | 1 | 1 | 1 | $3,428,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 4216680 | SumOfAmounts |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 783334 | OtherCostOrOtherBasis |
| Book Value | 783334 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1438278 | OtherCostOrOtherBasis |
| Depreciation | 831215 | Depreciation |
| Book Value | 607063 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 97901 | OtherCostOrOtherBasis |
| Depreciation | 50197 | Depreciation |
| Book Value | 47704 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1438101 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTERCOMPANY PAYABLES | $948,811 |
| ASSET RETIREMENT OBLIGATION | $34,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 983611 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THE CORPORATION FOLLOWS THE ACCOUNTING STANDARD FOR CONTENGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE CORPORATION FILES INFORMATION RETURNS AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE INTERNAL REVENUE SERVICE (IRS). THE ORGANIZATION'S 2009 THROUGH 2012 TAX YEARS ARE OPEN TO EXAMINATION BY THE IRS. WESLEY LIFE IS NOT AWARE OF ANY CURRENT IRS INQUIRIES OR ACTIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROB KRETZINGER | ||||||||||||||
| PRESIDENT & CEO | 399500 | 0 | 0 | 0 | 1165 | 0 | 35500 | 0 | 15127 | 0 | 451292 | 0 | 0 | 0 |
| FRANK TALLERICO | ||||||||||||||
| CFO | 233010 | 0 | 0 | 0 | 396 | 0 | 6990 | 0 | 10541 | 0 | 250937 | 0 | 0 | 0 |
| JAMES ROBINSON | ||||||||||||||
| VICE PRESIDENT OF OPERATIONS/COO | 221722 | 0 | 0 | 0 | 0 | 0 | 6699 | 0 | 15296 | 0 | 243717 | 0 | 0 | 0 |
| BRYAN SCHNURR | ||||||||||||||
| VP OF DEVELOPMENT | 165831 | 0 | 0 | 0 | 0 | 0 | 3887 | 0 | 15345 | 0 | 185063 | 0 | 0 | 0 |
| BRYAN SANDERS | ||||||||||||||
| VICE PRESIDENT OF HCBS | 156579 | 0 | 0 | 0 | 0 | 0 | 4705 | 0 | 15280 | 0 | 176564 | 0 | 0 | 0 |
| KRISTY VAN DER WIEL | ||||||||||||||
| VP OF HUMAN RESOURCES | 143133 | 0 | 0 | 0 | 0 | 0 | 4311 | 0 | 15162 | 0 | 162606 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR OF THE BOARD, THE VICE CHAIR, THE PAST CHAIR, THE CHAIR OF THE PLANNING COMMITTEE AND THE CHAIR OF THE FINANCE COMMITTEE. EXCEPT FOR THE PRESIDENT/CEO, ALL MEMBERS OF THE EXECUTIVE COMMITTEE MUST BE MEMBERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE HAS ALL THE AUTHORITY OF THE BOARD OF DIRECTORS EXCEPT AS HEREIN PROVIDED, BUT LIMITS ITSELF TO MATTERS, WHICH, IN ITS JUDGMENT, REQUIRE IMMEDIATE ACTION AND CANNOT WAIT UNTIL A REGULAR OR SPECIAL MEETING OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE DOES NOT HAVE THE AUTHORITY TO AMEND THE ARTICLES OF INCORPORATION OR BYLAWS OR TO ADOPT A PLAN OF MERGER OR OTHER CONSOLIDATION. THE EXECUTIVE COMMITTEE PROVIDES OVERSIGHT FOR STRATEGIC PLAN REVIEW. THE EXECUTIVE COMMITTEE EVALUATES THE PERFORMANCE OF THE PRESIDENT/CEO, ESTABLISHES COMPENSATION FOR SUCH PERSON ONCE EACH YEAR, AND REPORTS ITS WORK TO THE BOARD OF DIRECTORS. WHEN EVALUATIONG THE PERFORMANCE OF THE PRESIDENT/CEO, THAT INDIVIDUAL DOES NOT PARTICIPATE IN SUCH MEETING AS A MEMBER OF THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CEO, CFO AND DIRECTOR OF FINANCE REVIEWED THE DOCUMENT INTERNALLY. THE 990 WAS THEN DISTRIBUTED TO THE FINANCE COMMITTEE FOR DISCUSSION WITH MANAGEMENT AND APPROVAL FOR SUBMISSION WITH THE IRS. ONCE APPROVED BY THE FINANCE COMMITTEE, THE 990 WAS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CORPORATION REQUIRES FROM BOARD MEMBERS AND MANAGING EMPLOYEES AN ANNUAL STATEMENT DESCRIBING ACTUAL OR PERCEIVED CONFLICTS OF INTEREST. WITH RESPECT TO THE BOARD MEMBERS, A PERSON WHO HAS A CONFLICT OF INTEREST IS DEEMED AN INTERESTED DIRECTOR. THE INTERESTED DIRECTOR SHALL NOT PARTICIPATE IN THE VOTE REGARDING HIS/HER POTENTIAL CONFLICT AND, DEPENDING UPON THE CIRCUMSTANCES, MAY NOT BE PERMITTED TO PARTICIPATE IN THE DISCUSSION REGARDING THE ISSUE. NO INTERESTED DIRECTOR SHALL BE PERMITTED TO VOTE IN MATTERS IN WHICH HE/SHE HAS A CONFLICT OF INTEREST. WITH RESPECT TO EMPLOYEES, THE PRESIDENT, IN CONSULTATION WITH OTHER UNBIASED MANAGERS, SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. AFTER EXERCISING DUE DILIGENCE, INCLUDING INVESTIGATING ALTERNATIVES TO A TRANSACTION OR ARRANGEMENT THAT GIVES RISE TO A CONFLICT OF INTEREST, THE PRESIDENT SHALL DETERMINE WHETHER THE CORPORATION IS ABLE TO OBTAIN WITH REASONABLE EFFORTS, A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM ANOTHER INDIVIDUAL OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT AVAILABLE, THE ARRANGEMENT OR TRANSACTION MAY GO FORWARD IF THE PRESIDENT DETERMINES THAT THE TRANSACTION IS FAIR AND IN THE BEST INTEREST OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF WESLEY RETIREMENT SERVICES, A RELATED ORGANIZATION, IS EMPOWERED BY THE BOARD OF DIRECTORS, ACCORDING TO ARTICLE VII OF THE ORGANIZATION'S BY-LAWS, TO DETERMINE PERFORMANCE GOALS AND MONITOR AND EVALUATE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER. THE EXECUTIVE COMMITTEE INCLUDES IN ITS EVALUATION, FEEDBACK FROM OTHER BOARD MEMBERS AND OTHERS NOT ASSOCIATED WITH THE COMMITTEE OR THE BOARD. THE COMMITTEE MONITORS PERFORMANCE OF THE ORGANIZATION AND CEO THROUGHOUT THE YEAR AND PROVIDES ONGOING ASSESSMENTS TO THE CEO USING AN EVALUATION AND RATING TOOL. THE COMMITTEE UTILIZES AN ANNUAL INDEPENDENT COMPENSATION SURVEY TO ASSIST IN DETERMINING COMPENSATION. THE ORGANIZATIONS OF CHIEF EXECUTIVE OFFICERS OF MULTI-SITE ORGANIZATIONS AND THE AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING PROVIDE AN ANNUAL SURVEY OF COMPENSATION FOR CEOS AND OTHER OFFICERS. (WESLEY HAS SEARCHED FOR OTHER SURVEYS TO SUPPLEMENT THIS ONE BUT NO OTHER SURVEY PROVIDES THE SAME DEGREE OF COMPARABILITY.) THE SURVEY INCLUDES ONLY SENIOR LIVING ORGANIZATIONS AND IS SORTED BY GEOGRAPHIC REGIONS, REVENUE VOLUME, FULL-TIME EQUIVALENT EMPLOYEES, AND ASSET SIZE. THE EXECUTIVE COMMITTEE DISCLOSES TO THE FULL BOARD OF DIRECTORS, IN CLOSED SESSION, THE RESULTS OF THE PERFORMANCE EVALUATION AND COMPENSATION DECISIONS. MINUTES OF MEETINGS ARE MAINTAINED AND THE BOARD CHAIRMAN PROVIDES WRITTEN NOTIFICATION TO BOTH THE CEO AND THE CORPORATE FINANCE DEPARTMENT REGARDING COMPENSATION DECISIONS. THE EVALUATION AND COMPENSATION SETTING PROCESS IS MUCH THE SAME FOR THE OTHER OFFICERS AS FOR THE CEO WITH SOME EXCEPTIONS. THE CEO DETERMINES THE PERFORMANCE GOALS AND MONITORS RESULTS. THE SAME SURVEY AS DESCRIBED ABOVE IS USED TO ASSIST IN DETERMINING COMPENSATION. THE CEO DISCLOSES ANNUALLY TO THE EXECUTIVE COMMITTEE THE COMPENSATION DECISIONS AND REASONS FOR THOSE DECISIONS IN REGARDS TO OTHER OFFICERS. THE LAST REVIEW PROCESS WAS CONDUCTED IN 2012 AND IS DONE ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEY DEVELOPMENT SERVICES LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5508 NW 88TH STREET | AddressLine1 |
| City | JOHNSTON | City |
| State | IA | State |
| ZIP Code | 50131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | DEVELOPMENT SERVICES | PrimaryActivities |
| Legal Domicile State | IA | LegalDomicileState |
| Total Income | 251683 | TotalIncome |
| EOY Assets | 877 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEYLIFE | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| WESLEY COMMUNITY SERVICES INC | ||||||||||
| 944 18TH STREET | DES MOINES | IA | 50314 | 203970256 | HOME HEALTH CARE | IA | 501(C)(3) | LINE 9 | WESLEYLIFE | 1 |
| WESLEY RETIREMENT SERVICES INC | ||||||||||
| 5508 NW 88TH ST | JOHNSTON | IA | 50131 | 420680440 | LONG TERM CARE | IA | 501(C)(3) | LINE 9 | WESLEYLIFE | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |