THE WESLEY FOUNDATION INC (EIN 223642737) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

J BRIAN NEALON

Phone

5185873600

Tax Period

2024-01-01 to 2024-12-31

THE WESLEY FOUNDATION INC, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $901K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $1.8M exceeded revenue, resulting in a 104% operating deficit.

Mission

THE WESLEY FOUNDATION RAISES PHILANTHROPIC RESOURCES TO SUPPORT THE MISSION OF UNITED METHODIST HEALTH AND HOUSING THROUGH FUND RAISING ACTIVITIES INCLUDING BUT NOT LIMITED TO ANNUAL CAMPAIGNS, PLANNED GIVING PROGRAMS, MAJOR GIFT PROGRAMS AND EVENTS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $527,837

Program Service Revenue $0

Investment Income $373,140

Other Revenue $0

TOTAL REVENUE $900,977

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,783,613

Other Expenses $1,837,932

TOTAL EXPENSES $1,837,932

Year-over-Year Comparison

	2024	2023	Change
Revenue	$900,977	$735,686	+0.2%
Expenses	$1,837,932	$903,345	+1.0%
Net Income	$-936,955	$-167,659	+4.6%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$650,811

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
J BRIAN NEALON	CEO	5.00	Officer	$0	$17,200	$321,200
SHELLY AMATO	CSO	5.00	Officer	$0	$526	$193,779
KATHERINE LAHOFF	CFO	5.00	Officer	$0	$13,416	$135,832
KEVIN TULLY	President	5.00	Officer Director	$0	$0	$0
BETH BRUCKER-KANE	Vice President	3.00	Director	$0	$0	$0
GEORGE CARLSON	Treasurer	3.00	Director	$0	$0	$0
ANDREW PLEAT	Treasurer	3.00	Officer Director	$0	$0	$0
MACKENZIE ZARZYCKI	Secretary	1.00	Director	$0	$0	$0
TRACEY WARDWELL	Director	1.00	Director	$0	$0	$0

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	$900,977	$1,837,932	$4,435,158	$-936,955
2023	$735,686	$903,345	$5,491,122	$-167,659
2022	$546,065	$402,500	$5,439,562	$143,565
2021	$777,381	$586,721	$5,943,994	$190,660

THE WESLEY FOUNDATION INC