WESLEY WOODS OF ATHENS INC (EIN 582190281) - 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

1995

Legal Domicile

Principal Officer

TERRY BARCROFT

Phone

4047796231

Tax Period

2023-09-01 to 2024-08-31

WESLEY WOODS OF ATHENS INC, founded in 1995, is a community nonprofit in the Human Services sector that reported $4.3M in total revenue in fiscal year 2023.

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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $275,272

Program Service Revenue $3,980,902

Investment Income $43,121

Other Revenue $21,120

TOTAL REVENUE $4,320,415

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,711,865

Fundraising Expenses $0

Program Expenses $3,623,404

Other Expenses $2,513,685

TOTAL EXPENSES $4,225,550

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,320,415	$4,115,561	+0.0%
Expenses	$4,225,550	$3,929,822	+0.1%
Net Income	$94,865	$185,739	-0.5%

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

900

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

$931,071

Total Directors

$578,313

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRY BARCROFT	PRESIDENT & CEO	13.00	Officer Director	$0	$23,438	$339,016
LAURI ANN BROOKS	VPO, DIRECTOR	12.00	Officer Director	$0	$19,009	$239,297
TOM JACKSON	CHAIR	1.00	Officer Director	$0	$0	$0
DIANE VAUGHAN	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON VALASEK	CFO & SECRETARY/TREASURER	4.00	Officer	$0	$17,096	$197,115
DANA CHANDLER	EXECUTIVE DIRECTOR	40.00	Officer	$129,875	$25,768	$155,643

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	$4,320,415	$4,225,550	$5,031,182	$94,865
2023	$4,115,561	$3,929,822	$5,006,538	$185,739
2022	$3,991,041	$3,790,982	$5,023,981	$200,059
2021	$3,609,680	$3,462,111	$4,847,565	$147,569
2020	$3,526,356	$3,557,736	$4,436,997	$-31,380
2019	$3,651,062	$3,598,958	$5,042,047	$52,104
2018	$3,792,601	$3,640,164	$4,860,495	$152,437

WESLEY WOODS OF ATHENS INC