WESLEY TOWERS FOUNDATION (EIN 481084547) - 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

1990

Legal Domicile

Principal Officer

MARK MAINS

Phone

6206639175

Tax Period

2024-07-01 to 2025-06-30

WESLEY TOWERS FOUNDATION, founded in 1990, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $463K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $459K, a strong 99% operating margin.

Mission

PROVIDE FUNDING TO WESLEY TOWERS, INC., A 501(C)(3) RETIREMENT COMMUNITY.

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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 $78,708

Program Service Revenue $0

Investment Income $384,534

Other Revenue $0

TOTAL REVENUE $463,242

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,573

Other Expenses $3,940

TOTAL EXPENSES $3,940

Year-over-Year Comparison

	2024	2023	Change
Revenue	$463,242	$620,448	-0.3%
Expenses	$3,940	$736,784	-1.0%
Net Income	$459,302	$-116,336	-4.9%

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

N/A

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

Total Directors

$341,209

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN GILLILAND	CHAIR	1.00	Officer Director	$0	$0	$0
JOHN DENNEY	TREASURER	1.00	Officer Director	$0	$0	$0
BILL LONG	SECRETARY	1.00	Officer Director	$0	$0	$0
MIKE EVANS	EX OFFICIO TRUSTEE	1.00	Director	$0	$0	$0
MARK MAINS	PRESIDENT/CEO	1.00	Director	$0	$0	$198,795
SUSAN KENSIL	CFO	1.00	Director	$0	$0	$142,414
CAROL BERGER	EX OFFICIO TRUSTEE	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
2025	$463,242	$3,940	$9,593,241	$459,302
2024	No data	No data	No data	No data
2023	$379,472	$1,832,287	$8,521,601	$-1,452,815
2021	$582,078	$1,449,959	$11,341,481	$-867,881
2020	$404,723	$923,740	$10,329,726	$-519,017
2019	$813,555	$895,094	$10,605,103	$-81,539

WESLEY TOWERS FOUNDATION