WESLEY COMMUNITY SERVICES ORGANIZATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WESLEY COMMUNITY SERVICES ORGANIZATION (EIN 31-0537097)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201213199349303541
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T12:40:33-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310800053 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT AND CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310537097 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEY SERVICES ORGANIZATION FKA WESLEY HALL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WESL | NameControl |
| Phone | 5133893096 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHANIE TUNISON | Name |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Phone | 5133893096 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANE E PFEIFER | Name |
| PTIN | P00014949 | PTIN |
| Phone | 5132413111 | Phone |
| Date Prepared | 2012-11-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEPHANIE TUNISON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 698270 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WSOCINCINNATI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1949 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | TO PROMOTE THE INDEPENDENCE AND ENHANCE THE LIFE OF SENIORS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Nbr Volunteers | 20 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 730244 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 426230 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 120000 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 120000 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1332935 | InvestmentIncomePriorYear |
| Investment Income Current Year | 67782 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 69704 | OtherRevenuePriorYear |
| Other Revenue Current Year | 70304 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2252883 | TotalRevenuePriorYear |
| Total Revenue Current Year | 684316 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 79810 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 305877 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 118662 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 635925 | OtherExpensePriorYear |
| Other Expenses Current Year | 451247 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 715735 | TotalExpensesPriorYear |
| Total Expenses Current Year | 757124 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1537148 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -72808 | RevenuesLessExpensesCY |
| Total Assets BOY | 14232242 | TotalAssetsBOY |
| Total Assets EOY | 14100829 | TotalAssetsEOY |
| Total Liabilities BOY | 1061948 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1506146 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13170294 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12594683 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE SUPPORT TO WESLEY COMMUNITY SERVICES AND LINCOLN CRAWFOD, BOTH 501(C)(3) ORGANIZATIONS, INCLUDING GUIDANCE, STRATEGIC PLANNING, MANAGEMENT SERVICES, CORPORATE INFRASTRUCTURE AND FUNDRAISING ASSISTANCE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 465492 | Expense |
| Revenue | 120000 | Revenue |
| Description | WSO IS THE PARENT ORGANIZATION OF LINCOLN CRAWFORD ("LC") AND WESLEY COMMUNITY SERVICES ("WCS"), BOTH OF WHICH ARE SECTION 501(C)(3) ORGANIZATIONS.WSO PROVIDED A 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 A 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 2011, THE ANNUAL APPEAL WAS SENT TO 1,400 HOUSEHOLDS FOR A 13.07% RETURN. ADDITIONALLY, WSO PROVIDES THE NECESSARY SUPPORT AND STAFF TO PRODUCE VARIOUS APPEALS FOR THE LC AND WCS CORPORATIONS, AS THEIR OPERATIONS DEEM NECESSARY. | Description |
| Total Program Service Expense | 465492 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | 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 | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 0 | 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 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 4 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | 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 |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIM WALTHER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5133893096 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DANIEL HEYD | ||||||
| CHAIRPERSON | 1.00 | X | X | 0 | 0 | 0 |
| LEONARD GARRETT | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| ROBERT SCHILLING | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| JUANITA ADAMS | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| THOMAS LOCKWOOD | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| DAVID WARREN | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| MICHAEL BERRY | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| LEWIS BUNTON | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| THOMAS KAYLOR | ||||||
| TREASURER | 0.50 | X | X | 0 | 0 | 0 |
| RONALD KRUSE | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| CHAREE MADDUX | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| CHARLOTTE MCMANIS | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| WILLA SHELBY | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| RICHARD ADAMS | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| LYNDA HONE | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| STEVEN C KEHOE CFP CLU | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| STEPHANIE S WORRELL | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| STEPHANIE TUNISON | ||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | X | 122579 | 0 | 3210 | |
| JAMES G WALTHER | ||||||
| CONTROLLER | 40.00 | X | 33398 | 0 | 1188 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 155977 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 4398 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 6685 | FundraisingEvents |
| All Other Contributions | 419545 | AllOtherContributions |
| Total Contributions | 426230 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM SERVICE REVENU | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 120000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 120000 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 120000 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 67782 | TotalRevenueColumn |
| Exclusion | $67,782 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 66969 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 66969 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 66969 | TotalRevenueColumn |
| Exclusion | $66,969 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 17131 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 6685 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 13954 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3177 | TotalRevenueColumn |
| Exclusion | $3,177 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 158 | TotalRevenueColumn |
| Exclusion | $158 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 158 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 684316 | TotalRevenueColumn |
| Related Or Exempt Function Income | 120000 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $138,086 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165492 | Total |
| Program Services | 81725 | ProgramServices |
| Management And General | 63737 | ManagementAndGeneral |
| Fundraising | 20030 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111488 | Total |
| Program Services | 43645 | ProgramServices |
| Management And General | 34773 | ManagementAndGeneral |
| Fundraising | 33070 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3398 | Total |
| Program Services | 1078 | ProgramServices |
| Management And General | 1389 | ManagementAndGeneral |
| Fundraising | 931 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5733 | Total |
| Program Services | 550 | ProgramServices |
| Management And General | 1472 | ManagementAndGeneral |
| Fundraising | 3711 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19766 | Total |
| Program Services | 9524 | ProgramServices |
| Management And General | 6602 | ManagementAndGeneral |
| Fundraising | 3640 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208196 | Total |
| Program Services | 208196 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92469 | Total |
| Program Services | 92469 | ProgramServices |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|---|
| GENERAL AND ADMINISTRAT | 122277 | 64997 | 57280 | |
| UTILITIES, INSURANCE, A | 21445 | 21445 | ||
| SUPPLIES AND MAINTENANC | 6860 | 6860 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 757124 | Total |
| Program Services | 465492 | ProgramServices |
| Management And General | 172970 | ManagementAndGeneral |
| Fundraising | 118662 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250 | BOY |
| EOY | 250 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2656263 | BOY |
| EOY | 501376 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 503 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5642 | BOY |
| EOY | 4634 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2873193 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 437431 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2650374 | BOY |
| EOY | 2435762 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2228038 | BOY |
| EOY | 4098238 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6691172 | BOY |
| EOY | 7060569 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14232242 | BOY |
| EOY | 14100829 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48266 | BOY |
| EOY | 46474 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1013682 | BOY |
| EOY | 1459672 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1061948 | BOY |
| EOY | 1506146 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12708717 | BOY |
| EOY | 12131558 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183072 | BOY |
| EOY | 184120 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 278505 | BOY |
| EOY | 279005 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13170294 | BOY |
| EOY | 12594683 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14232242 | BOY |
| EOY | 14100829 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -72808 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -502803 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | |||||
| 311709022 | 9 | 1 | 1 | 1 | $0 |
| LINCOLN CRAWFORD | |||||
| 311423419 | 9 | 1 | 1 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 306341 | BeginningOfYearBalance |
| Contributions | 500 | Contributions |
| Investment Earnings Or Losses | 8265 | InvestmentEarningsOrLosses |
| Administrative Expenses | 1892 | AdministrativeExpenses |
| End Of Year Balance | 307554 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 218501 | BeginningOfYearBalance |
| Contributions | 72256 | Contributions |
| Investment Earnings Or Losses | 16589 | InvestmentEarningsOrLosses |
| Administrative Expenses | 1005 | AdministrativeExpenses |
| End Of Year Balance | 306341 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 187877 | BeginningOfYearBalance |
| Contributions | 650 | Contributions |
| Investment Earnings Or Losses | 30821 | InvestmentEarningsOrLosses |
| Administrative Expenses | 847 | AdministrativeExpenses |
| End Of Year Balance | 218501 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 242103 | BeginningOfYearBalance |
| Contributions | 900 | Contributions |
| Investment Earnings Or Losses | -48287 | InvestmentEarningsOrLosses |
| Administrative Expenses | 6839 | AdministrativeExpenses |
| End Of Year Balance | 187877 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.85970 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.14030 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 248870 | OtherCostOrOtherBasis |
| Book Value | 248870 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2549893 | OtherCostOrOtherBasis |
| Depreciation | 437431 | Depreciation |
| Book Value | 2112462 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 74430 | OtherCostOrOtherBasis |
| Book Value | 74430 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2435762 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM RELATED PARTY | Description |
| Book Value | 7060569 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 7060569 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PAYABLE TO RELATED PARTY | $634,297 |
| ACCRUED PENSION | $799,563 |
| ACCRUED SALARIES | $25,812 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1459672 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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. DURING 2010, THE WESLEY SERVICES ORGANIZATION OBTAINED RECLASSIFICATION OF THEIR TAX-EXEMPT STATUS FROM 509(A)(2), AN EXEMPT PURPOSE ACTIVITY SUPPORTED ORGANIZATION, TO 509(A)(3), AN EXEMPT PURPOSE SUPPORTING ORGANIZATION, UNDER SECTION 501(C)(3). 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. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DANCING UNDER THE STARS | NameOfEvent1 |
| Gross Receipts Event1 | 23816 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 6685 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 17131 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 3837 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 1690 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 8427 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 23816 | GrossReceiptsTotal |
| Charitable Contributions Total | 6685 | CharitableContributionsTotal |
| Gross Revenue Total Events | 17131 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 3837 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 1690 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 8427 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 13954 | DirectExpenseSummaryEvents |
| Net Income Summary | 3177 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: WSO AWARDS GRANTS TO AFFILIATED ORGANIZATIONS ONLY. THE GRANTS ARE AWARDED BASED UPON PRIOR SUBMISSION TO THE BOARD OF TRUSTEES VIA THE ANNUAL BUDGET/CAPITAL GRANTS SUBMISSION PROCESS. GRANTS ARE PAID ONLY AFTER THE EXPENDITURE/SERVICE IS PAID FOR/RECEIVED BY THE AFFILIATE ORGANIZATION. NO FUNDS ARE GIVEN IN ADVANCE OF PROGRAMS OR SERVICES. THE GRANTS ARE THEN VALIDATED TO THE ACTUAL COSTS OF THE PROGRAM AND FUNDS AS APPROVED BY THE BOARD OF TRUSTEES, ARE THEN PAID TO EITHER LINCOLN CRAWFORD OR WESLEY COMMUNITY SERVICES. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 12818 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 | THE CEO WAS HIRED DURING 2010 AFTER AN EXTENSIVE SEARCH, AND COMPENSATION WAS BASED ON INDUSTRY STANDARDS OF COMPARABLE POSITIONS. THEY REVIEW COMPENSATION AGAINST 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 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -80,600. CHANGE IN DEFINED BENEFIT PLAN LIABILITY -296,142. LOSS ON IMPAIRMENT OF LAND AND BUILDING -126,061. TOTAL TO FORM 990, PART XI, LINE 5: -502,803. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| LINCOLN CRAWFORD | ||||||||||
| 3333 GLENMORE AVENUE | CINCINNATI | OH | 45211 | 311423419 | COMPREHENSIVE AND ELDERLY NURSING CARE TO 100 LICENSED BEDS | OH | 501(C)(3) | 509(A)(2) | WESLEY SERVICES ORGANIZATION | 0 |
| 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 | 0 |
| 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 | 1 | LoansOrGuaranteesFromOtherOrg |
| 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 | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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