The Wesley Inc (EIN 520591487) - 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

1868

Legal Domicile

Principal Officer

Amanda Young PhD MS CMC

Phone

4103242400

Tax Period

2023-12-01 to 2024-11-30

The Wesley Inc, founded in 1868, is a small nonprofit in the Human Services sector that reported $380K in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $684K exceeded revenue, resulting in a 80% operating deficit.

Mission

Creating a continuing care at home program to serve the greater Baltimore, Maryland area, to provide all manner of support to enable seniors to remain in theirhomes and not have to seek residency in retirement communities.

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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 $254,317

Program Service Revenue $123,989

Investment Income $1,934

Other Revenue $0

TOTAL REVENUE $380,240

Expense Breakdown

Grants Paid $0

Salaries & Benefits $292,415

Fundraising Expenses $0

Program Expenses $506,418

Other Expenses $391,787

TOTAL EXPENSES $684,202

Year-over-Year Comparison

	2023	2022	Change
Revenue	$380,240	$293,577	+0.3%
Expenses	$684,202	$594,406	+0.2%
Net Income	$-303,962	$-300,829	+0.0%

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

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

$152,185

Total Directors

$40,300

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amanda Young PhD MS CMC	Executive Dir.	40.00	Officer	$105,000	$8,685	$113,685
Jason Frank	Secretary	1.00	Officer Director	$38,500	$0	$38,500
Debra Wertheimer MD	Director	1.00	Director	$1,800	$0	$1,800
Bradley Paulis	Chair	1.00	Officer Director	$0	$0	$0
Ashley Lacis	Treasurer	1.00	Officer Director	$0	$0	$0
Michael Miller	Director	1.00	Director	$0	$0	$0
Sarah Spellman	Director	1.00	Director	$0	$0	$0
Derek Dunham	Director	1.00	Director	$0	$0	$0
Gordon Fronk Esq	Director	1.00	Director	$0	$0	$0
Elizabeth Weglein	Vice Chair	1.00	Officer Director	$0	$0	$0
Mary Faith Ferretto	Fmr Director	1.00	Director	$0	$0	$0
Jennifer Rynbrandt	Fmr Director	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
2024	$380,240	$684,202	$5,670,967	$-303,962
2023	$293,577	$594,406	$5,074,719	$-300,829
2023	$264,424	$594,406	$5,074,720	$-329,982
2022	$138,010	$471,848	$4,979,333	$-333,838
2021	$240,194	$334,867	$5,311,869	$-94,673
2020	$471,251	$384,310	$5,076,141	$86,941
2019	$268,492	$133,222	$4,766,121	$135,270
2018	$614,353	$237,801	$4,290,158	$376,552

The Wesley Inc