WESLEY FAMILY SERVICES FOUNDATION (EIN 251686715) - 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

1992

Legal Domicile

Principal Officer

DOUGLAS W MUETZEL

Phone

4123422300

Tax Period

2024-07-01 to 2025-06-30

WESLEY FAMILY SERVICES FOUNDATION, founded in 1992, is a community nonprofit in the Crime & Legal sector that reported $1.5M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Net assets of $14.0M represent 115 months of operating reserves.

Mission

RAISES FUNDS AND APPLIES FOR GRANTS TO SUPPORT THE SERVICES PROVIDED BY WESLEY FAMILY SERVICES.

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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 $1,015,807

Program Service Revenue $93,282

Investment Income $518,345

Other Revenue $-162,738

TOTAL REVENUE $1,464,696

Expense Breakdown

Grants Paid $680,372

Salaries & Benefits $0

Fundraising Expenses $467,828

Program Expenses $972,720

Other Expenses $827,457

TOTAL EXPENSES $1,507,829

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,464,696	$1,250,016	+0.2%
Expenses	$1,507,829	$1,533,503	0.0%
Net Income	$-43,133	$-283,487	-0.8%

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

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

$618,208

Total Directors

$399,517

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUGLAS W MUETZEL	CHIEF EXECUTIVE OFFICER	8.00	Officer Director	$0	$33,380	$399,517
PATRICIA NICHOLS	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
RICHARD L BEYNON	PAST CHAIR	1.00	Officer Director	$0	$0	$0
LEN CORTON	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
ROSS CHAMBERS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
SANDRA LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
MILDRED MORRISON	DIRECTOR	1.00	Director	$0	$0	$0
DEXTER BRAFF	DIRECTOR	1.00	Director	$0	$0	$0
CLARE FREDERICK	DIRECTOR	1.00	Director	$0	$0	$0
EMILY J PIETRZAK	CHIEF FINANCIAL OFFICER	3.00	Officer	$0	$14,899	$218,691

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
2025	$1,464,696	$1,507,829	$15,862,699	$-43,133
2024	No data	No data	No data	No data
2023	$2,020,024	$1,239,068	$14,791,473	$780,956
2022	$1,419,461	$1,320,538	$13,996,196	$98,923
2021	$1,295,961	$1,545,855	$16,046,764	$-249,894
2020	$3,958,842	$1,388,431	$13,974,135	$2,570,411
2018	$1,763,309	$1,216,255	$8,322,805	$547,054

WESLEY FAMILY SERVICES FOUNDATION