Wesley Community Services Organiza… - Form 990 Financial Data

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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

1949

Legal Domicile

Principal Officer

Michael Dunn

Phone

5136612777

Tax Period

2024-01-01 to 2024-12-31

Wesley Community Services Organization, founded in 1949, is a mid-sized nonprofit in the Human Services sector that reported $21.1M in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.6M, a strong 27% operating margin.

Mission

To deliver essential services that promote the independence of seniors so that they may remain in the comfort of their own homes.

Program Service Accomplishments

Program 1

Expenses: $10,366,788 Revenue: $11,983,993

Food Deliveries: Provides nutritionally balanced meals prepared by our kitchen staff with both regular and therapeutic diet options. These meals are provided to seniors who need in-home meal services as well as to those dining at congregate locations. In 2024, a total of 1,248,000 meals were served to over 7,000 seniors during 262 days of 2024.

Program 2

Expenses: $1,136,831 Revenue: $936,717

Specialized Transportation: Provides transportation services for the elderly to senior centers, medical appointments, recreational trips, and shopping. This program provided 43,796 trips to over 600...

Program 3

Expenses: $1,176,951 Revenue: $658,154

Social Services: Provides protection to the elderly from abuse, neglect, self-neglect, and exploitation. The program provided 7,718 hours of services to 282 seniors during 251 days of 2024.

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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 $7,263,417

Program Service Revenue $13,735,476

Investment Income $157,619

Other Revenue $-57,395

TOTAL REVENUE $21,099,117

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,341,158

Fundraising Expenses $717,105

Program Expenses $13,797,017

Other Expenses $7,936,179

TOTAL EXPENSES $15,469,571

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,099,117	$15,506,490	+0.4%
Expenses	$15,469,571	$14,975,049	+0.0%
Net Income	$5,629,546	$531,441	+9.6%

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

203

Volunteers

593

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

$525,387

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Danielle McColaugh	Trustee	1.00	Director	$0	$0	$0
Guinette M Kirk	Trustee	1.00	Director	$0	$0	$0
Sarah Celi	Trustee	1.00	Director	$0	$0	$0
Bart Richardson	Trustee	1.00	Director	$0	$0	$0
Michael Murphy	Chairperson	1.00	Officer Director	$0	$0	$0
Lyndsey R Barnett	Treasurer	1.00	Officer Director	$0	$0	$0
Mary Wagner	Vice-Chair	1.00	Officer Director	$0	$0	$0
Dan Rozewski	Treasurer - Exit 08/24	1.00	Officer Director	$0	$0	$0
Dan Driehaus	Past-Chairperson	1.00	Officer Director	$0	$0	$0
Renee Dunn	Trustee	1.00	Director	$0	$0	$0
Rob Jutze	Trustee	1.00	Director	$0	$0	$0
Andy Sathe	Trustee	1.00	Director	$0	$0	$0
Mike Snow	Trustee	1.00	Director	$0	$0	$0
DJ Hodge	Trustee	1.00	Director	$0	$0	$0
Tom Cooney	Trustee	1.00	Director	$0	$0	$0
Tony Fenno	Secretary	1.00	Officer Director	$0	$0	$0
Connie Baker	Chief Operating Officer	40.00	Officer	$135,972	$22,196	$158,168
Robin Rodgers	Chief Financial Officer	40.00	Officer	$117,447	$4,813	$122,260
Michael Dunn	CEO-Start 5/24	40.00	Officer	$139,400	$9,985	$149,385
Paul Brunner	Interim CEO-Exit 5/24	40.00	Officer	$95,574	$0	$95,574
Michael Beck	Chief Production Officer	40.00	Highest	$115,537	$24,848	$140,385
Matthew Melody	Chief People Officer	40.00	Highest	$105,077	$16,363	$121,440

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	$21,099,117	$15,469,571	$21,691,154	$5,629,546
2023	$15,506,490	$14,975,049	$17,765,691	$531,441
2022	$14,041,634	$14,250,789	$13,859,653	$-209,155
2021	$8,686,912	$11,632,264	$13,947,093	$-2,945,352
2020	$12,896,705	$7,497,532	$14,131,146	$5,399,173
2019	$5,348,066	$5,754,198	$8,805,521	$-406,132
2018	$5,008,222	$5,641,486	$8,676,506	$-633,264

Wesley Community Services Organization