WESLEY WOODS INC

EIN: 582082943 501(c)(3)

ATLANTA, GA

Total Revenue
N/A
Total Expenses
N/A
Total Assets
$730,281
Net Assets
$558,270
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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
1984
Legal Domicile
GA
Principal Officer
TERRY BARCROFT
Phone
4047286299
Tax Period
2023-09-01 to 2024-08-31

Mission

OUR MISSION IS TO CREATE COMMUNITIES OF CONNECTION, WELL-BEING AND PROMISE

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $0

Year-over-Year Comparison

2023 2022 Change
Revenue N/A $648,043 -1.0%
Expenses N/A $544,459 -1.0%
Net Income N/A $103,584 N/A
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

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Governance

Voting Members
4
Independent Members
2
Employees
2
Volunteers
50

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
3
$780,027
Total Directors
4
$441,378
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRANDON VALASEK CFO & SECRETARY/TREASURER 4.00
Officer
$0 $23,071 $338,649
LAURI ANN BROOKS DIRECTOR, VPO 12.00
Officer Director
$0 $18,705 $238,993
TERRY BARCROFT PRESIDENT & CEO 13.00
Officer Director
$0 $22,366 $202,385
JOHN ETHRIDGE CHAIR 1.00
Director
$0 $0 $0
DIANE VAUGHAN 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 No data No data $730,281 No data
2023 $648,043 $544,459 $730,281 $103,584
2022 $358,876 $293,963 $558,833 $64,913
2021 $417,203 $320,611 $465,521 $96,592
2020 $277,259 $263,404 $343,207 $13,855
2019 $288,263 $303,400 $331,840 $-15,137
2018 $281,447 $276,173 $481,228 $5,274
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