WESLEY COMMUNITY SERVICES INC (EIN 203970256) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

ROB KRETZINGER

Phone

5152716789

Tax Period

2024-01-01 to 2024-12-31

WESLEY COMMUNITY SERVICES INC, founded in 2005, is a mid-sized nonprofit in the Human Services sector that reported $22.4M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year.

Mission

TO PROVIDE OLDER ADULTS IN-HOME SUPPORTIVE HEALTH AND WELLNESS ASSISTANCE, REGARDLESS OF THEIR MEANS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,323,545

Program Service Revenue $20,934,776

Investment Income $51,802

Other Revenue $52,179

TOTAL REVENUE $22,362,302

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,487,078

Fundraising Expenses $0

Program Expenses $14,537,165

Other Expenses $10,666,404

TOTAL EXPENSES $23,153,482

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,362,302	$25,782,018	-0.1%
Expenses	$23,153,482	$21,801,139	+0.1%
Net Income	$-791,180	$3,980,879	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

350

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,761,831

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHAD RASMUSSEN	CHAIR	1.00	Officer Director	$0	$0	$0
SUSAN OSWEILER	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
KIP ALBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
KARI COOLING	DIRECTOR	1.00	Director	$0	$0	$0
NICK HENDERSON	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA DECKER	DIRECTOR	1.00	Director	$0	$0	$0
BOB RUCH	DIRECTOR	1.00	Director	$0	$0	$0
DAVID STOUT	DIRECTOR	1.00	Director	$0	$0	$0
LAURA JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MOORLACH	DIRECTOR	1.00	Director	$0	$0	$0
RICH WILLIS	DIRECTOR	1.00	Director	$0	$0	$0
ROB KRETZINGER	PRESIDENT AND CEO	5.00	Officer	$89,857	$61,972	$960,534
CRAIG FLANAGAN	CFO	5.00	Officer	$34,406	$30,001	$374,065
ALLISON MERCURIS PENDROY	COO	5.00	Officer	$38,737	$59,226	$427,232
STACEY MILLER	WESLEY AT HOME EXECUTIVE DIRECTOR	40.00	Highest	$150,235	$27,114	$177,349
AARON WHEELER	VP HOME AND COMM BASED SERVICE	40.00	Highest	$226,695	$36,118	$262,813

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$22,362,302	$23,153,482	$19,687,627	$-791,180
2023	$19,851,244	$21,801,139	$20,187,711	$-1,949,895
2023	$25,782,018	$21,801,139	$20,187,711	$3,980,879
2022	$23,108,530	$20,071,207	$13,757,757	$3,037,323
2021	$20,573,990	$16,996,908	$11,288,058	$3,577,082
2020	$17,687,833	$18,766,923	$9,868,285	$-1,079,090
2019	$18,964,473	$17,778,295	$10,141,859	$1,186,178
2018	$16,701,245	$16,055,170	$8,430,255	$646,075

WESLEY COMMUNITY SERVICES INC