WESLEY GLEN INC (EIN 310738614) - 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

1967

Legal Domicile

Principal Officer

SCOTT MCQUINN

Phone

6148887492

Tax Period

2023-01-01 to 2023-12-31

WESLEY GLEN INC, founded in 1967, is a mid-sized nonprofit in the Human Services sector that reported $15.7M in total revenue in fiscal year 2023. Revenue surged 77% from the prior year, signaling strong growth momentum. Expenses of $17.7M exceeded revenue, resulting in a 13% operating deficit.

Mission

THE PURPOSE OF WESLEY GLEN IS TO CREATE AND MAINTAIN A CHRISTIAN COMMUNITY WHERE OLDER ADULTS CAN JOIN WITH ADMINISTRATION AND STAFF TO LIVE AS AN EXTENDED FAMILY AND BE ENCOURAGED TO LIVE AT THE HIGHEST POSSIBLE LEVEL OF INDEPENDENCE, AND IN KEEPING WITH THE PRINCIPLES ESTABLISHED BY THE UNITED METHODIST CHURCH, TO PROVIDE OLDER ADULTS WITH ACCOMMODATIONS DESIGNED TO MEET THEIR PHYSICAL, SPIRITUAL, VOCATIONAL, SOCIAL, EMOTIONAL AND INTELLECTUAL NEEDS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $323,516

Program Service Revenue $15,321,387

Investment Income $31

Other Revenue $14,732

TOTAL REVENUE $15,659,666

Expense Breakdown

Grants Paid $380,119

Salaries & Benefits $8,757,497

Fundraising Expenses $0

Program Expenses $16,702,442

Other Expenses $8,549,542

TOTAL EXPENSES $17,687,158

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,659,666	$8,824,885	+0.8%
Expenses	$17,687,158	$11,588,439	+0.5%
Net Income	$-2,027,492	$-2,763,554	-0.3%

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

$2,428,897

Total Directors

$1,777,450

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT MCQUINN	CEO/ PRESIDENT	1.00	Officer Director	$0	$414,381	$1,028,545
JAMES BOWERSOX	COO/ SECRETARY	1.00	Officer Director	$0	$301,144	$748,905
SCOTT BEEKEN	TRUSTEE	1.00	Director	$0	$0	$0
LARRY BRUESHABER	TRUSTEE	1.00	Director	$0	$0	$0
CELIA CONLON	TRUSTEE	1.00	Director	$0	$0	$0
LANCE DEBENEDICTIS	TRUSTEE	1.00	Director	$0	$0	$0
TOM KAHLE	TRUSTEE	1.00	Director	$0	$0	$0
MARK PALMER	TRUSTEE	1.00	Director	$0	$0	$0
PHIL PRESENT	TRUSTEE	1.00	Director	$0	$0	$0
MARY ANN SHORT	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN MCDONNELL	CFO/ TREASURER	1.00	Officer	$0	$185,604	$460,963
JILL EASTERLING	EXECUTIVE DIRECTOR	20.00	Officer	$0	$67,456	$190,484

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	No data	No data	No data	No data
2023	$15,659,666	$17,687,158	$22,481,309	$-2,027,492
2022	$8,824,885	$11,588,439	$22,533,984	$-2,763,554
2021	$12,832,302	$12,883,596	$10,029,741	$-51,294
2020	$12,436,096	$13,489,762	$6,684,841	$-1,053,666
2019	$19,857,783	$18,552,299	$70,499,725	$1,305,484
2018	$21,220,351	$19,279,553	$60,032,915	$1,940,798

WESLEY GLEN INC