WESLEY MANOR INC (EIN 351020934) - 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

1961

Legal Domicile

Principal Officer

ROGER E WEIDEMAN II

Phone

7656591811

Tax Period

2023-01-01 to 2023-12-31

WESLEY MANOR INC, founded in 1961, is a community nonprofit in the Human Services sector that reported $4.0M in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $672K, a strong 17% operating margin.

Mission

WESLEY MANOR IS A CONTINUING CARE RETIREMENT COMMUNITY. SEE SCHEDULE O ADDITIONAL DISCLOSURES.COMMUNITY SEEKING TO ENHANCE THE QUALITY OF LIFE FOR RETIRED PERSONS, ENCOURAGING INDEPENDENCE WITHIN A SECURE ENVIRONMENT WHICH SUPPORTS THE INDIVIDUAL'S INTELLECTUAL, PHYSICAL, AND SPIRITUAL NEEDS; PROVIDING OPPORTUNITIES FOR FELLOWSHIP AND SERVICE THAT WILL ENCOURAGE PERSONAL FULFILLMENT AND HAPPINESS; AND TO MAKE AVAILABLE A VARIETY OF SOCIAL OPPORTUNITIES, PROGRAMS, AND ACTIVITIES THAT WILL ALLOW RESIDENTS TO REMAIN IN THE MAINSTREAM OF LIFE. WESLEY MANOR ALSO SERVES LOW-INCOME COMMUNITITES THROUGH HOUSING, PUBLIC IMPROVEMENTS AND AMENITIES IN ORDER TO IMPROVE QUALITY OF LIFE.

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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 $103,970

Program Service Revenue $3,472,558

Investment Income $-179,112

Other Revenue $631,260

TOTAL REVENUE $4,028,676

Expense Breakdown

Grants Paid $0

Salaries & Benefits $825,949

Fundraising Expenses $0

Program Expenses $1,996,169

Other Expenses $2,531,111

TOTAL EXPENSES $3,357,060

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,028,676	$5,651,263	-0.3%
Expenses	$3,357,060	$3,154,500	+0.1%
Net Income	$671,616	$2,496,763	-0.7%

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

195

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

$1,163,857

Total Directors

$857,567

Key Employees

$257,795

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN S DATTILO	DIRECTOR & PRESIDENT/CEO	2.00	Officer Director	$0	$47,926	$452,740
ROGER E WEIDEMAN II	DIRECTOR & SENIOR VP AND CFO	2.00	Officer Director	$0	$46,241	$404,827
JANE RICHARDSON	DIRECTOR & CHAIRPERSON	2.00	Officer Director	$0	$0	$0
JEFFERY A TERP	DIRECTOR & VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
WENDY L MEREDITH	DIRECTOR & SECRETARY	2.00	Officer Director	$0	$0	$0
DEXTER H COOLEY	DIRECTOR	2.00	Director	$0	$0	$0
L DEAN JONES	DIRECTOR	2.00	Director	$0	$0	$0
ROGER D MILLER	DIRECTOR	2.00	Director	$0	$0	$0
JEFFREY W CALDWELL	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN R ELLIS	DIRECTOR	2.00	Director	$0	$0	$0
BETH KELLY	DIRECTOR	2.00	Director	$0	$0	$0
JANE A SEIGEL	DIRECTOR	2.00	Director	$0	$0	$0
JOHN BLOOMSTROM	DIRECTOR	2.00	Director	$0	$0	$0
FRED ROBBINS	DIRECTOR	2.00	Director	$0	$0	$0
HARRY KENNERK	DIRECTOR - PART YEAR	2.00	Director	$0	$0	$0
B DANIEL CARR	CHIEF OPERATING OFFICER	4.00	Officer	$0	$33,098	$306,290
MARK PRIFOGLE	VP OPERATIONS	1.00	Key Emp	$0	$39,533	$257,795
VIRGINIA CROMER	DIRECTOR OF HEALTH SERVICE	40.00	Highest	$118,702	$9,074	$127,776
BRENT WAYMIRE	EXECUTIVE DIRECTOR	40.00	Highest	$173,330	$9,770	$183,100
LAURA A ALLEN	VP	40.00	Highest	$116,694	$8,180	$124,874

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	$4,028,676	$3,357,060	$25,506,347	$671,616
2022	$5,651,263	$3,154,500	$24,101,446	$2,496,763
2021	$4,600,921	$3,483,215	$23,389,943	$1,117,706
2020	$3,829,002	$3,366,022	$23,691,674	$462,980
2019	$3,438,914	$3,429,596	$23,075,305	$9,318
2018	$3,373,518	$3,287,560	$22,855,400	$85,958

WESLEY MANOR INC