WESLEY HOUSE FAMILY SERVICES INC

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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

1975

Legal Domicile

Principal Officer

ALEIDA I JACOBO ESQ

Phone

3058095000

Tax Period

2024-07-01 to 2025-06-30

WESLEY HOUSE FAMILY SERVICES INC, founded in 1975, is a community nonprofit in the Human Services sector that reported $8.0M in total revenue in fiscal year 2024.

Mission

PROMOTING AND ENHANCING THE SAFETY, WELL-BEING AND DEVELOPMENT OF CHILDREN

Program Service Accomplishments

Program 1

Expenses: $4,919,546

FULL CASE MANAGEMENT SERVICES SUPPORTS FAMILIES INVOLVED IN THE CHILD WELFARE SYSTEM BY COORDINATING CARE FOR CHILDREN AND THEIR FAMILIES. THE CASE MANAGEMENT TEAM DEVELOPS PERSONALIZED PLANS AIMED AT STRENGTHENING AND PRESERVING FAMILIES WHILE ENSURING THE PRIMARY GOAL OF PROTECTING AT-RISK CHILDREN IS MET. FOR CHILDREN WHO CANNOT BE REUNIFIED WITH THEIR PARENTS OR PLACED WITH RELATIVES, THE AGENCY WORKS TO IDENTIFY QUALIFIED ADOPTIVE PARENTS TO PROVIDE THEM WITH PERMANENT, LOVING HOMES.

Program 2

Expenses: $1,302,075 Revenue: $817,939

THE INEZ MARTIN CHILD DEVELOPMENT CENTER (CDC), A GOLD SEAL AND COA-ACCREDITED FACILITY, PROVIDES AGE-APPROPRIATE EARLY CHILDHOOD EDUCATION THROUGH THE CREATIVE CURRICULUM APPROACH. CHILDREN LEARN IN A SAFE AND NURTURING ENVIRONMENT WITH THE ADDED BENEFIT OF FREE, HEALTHY MEALS TO SUPPORT THEIR WELL-BEING AND DEVELOPMENT.

Program 3

Expenses: $594,842

HEALTHY FAMILIES IS A VOLUNTARY, IN-HOME SUPPORT PROGRAM FOR EXPECTANT AND NEW PARENTS, DESIGNED TO FOSTER POSITIVE PARENT-CHILD RELATIONSHIPS AND PROVIDE GUIDANCE FOR AT-RISK FAMILIES.

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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 $6,884,421

Program Service Revenue $817,939

Investment Income $129,737

Other Revenue $158,210

TOTAL REVENUE $7,990,307

Expense Breakdown

Grants Paid $355,181

Salaries & Benefits $5,771,695

Fundraising Expenses $51,989

Program Expenses $7,336,619

Other Expenses $1,638,943

TOTAL EXPENSES $7,765,819

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,990,307	$7,887,581	+0.0%
Expenses	$7,765,819	$7,190,292	+0.1%
Net Income	$224,488	$697,289	-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

Volunteers

118

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

$460,387

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIO TORRADO	CHAIR	1.00	Officer Director	$0	$0	$0
SUSAN SIKICH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
PAMELA LINDER	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID SMITH	SECRETARY	1.00	Officer Director	$0	$0	$0
NANCY AMSTERDAM	DIRECTOR (THRU 10/2024)	1.00	Director	$0	$0	$0
JESSICA BATTY	DIRECTOR (AS OF 10/2024)	1.00	Director	$0	$0	$0
MADELINE BAUM	DIRECTOR	1.00	Director	$0	$0	$0
SEAN BRANDENBURG	DIRECTOR	1.00	Director	$0	$0	$0
CATHY CRANE	DIRECTOR (THRU 10/2024)	1.00	Director	$0	$0	$0
CHRIS DEEM	DIRECTOR	1.00	Director	$0	$0	$0
NORA HERNANDEZ HENDRIX	DIRECTOR	1.00	Director	$0	$0	$0
LORIE LEAL	DIRECTOR (AS OF 10/2024)	1.00	Director	$0	$0	$0
KRISTEN LIVENGOOD	DIRECTOR (THRU 10/2024)	1.00	Director	$0	$0	$0
JENNIFER MILLER ROTH	DIRECTOR (AS OF 05/2025)	1.00	Director	$0	$0	$0
JOY MCPETERS	DIRECTOR	1.00	Director	$0	$0	$0
KRISTINE PABIAN	DIRECTOR	1.00	Director	$0	$0	$0
LISSETTE QUINTERO	DIRECTOR	1.00	Director	$0	$0	$0
YVETTE TALBOTT	DIRECTOR	1.00	Director	$0	$0	$0
ALEIDA I JACOBO ESQ	CHIEF EXECUTIVE OFFICER	40.00	Officer	$245,283	$26,512	$271,795
GREG WHEELER	CHIEF FINANCIAL OFFICER	40.00	Officer	$165,397	$23,195	$188,592
KHALILAH DAWES	CHIEF OPERATING OFFICER	40.00	Highest	$147,470	$21,624	$169,094
SCOTT SHORES	IT MANAGER	40.00	Highest	$120,116	$25,373	$145,489

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	$7,990,307	$7,765,819	$14,417,556	$224,488
2024	$7,887,581	$7,190,292	$14,117,777	$697,289
2023	$8,194,613	$6,878,009	$13,569,667	$1,316,604
2022	$6,876,035	$6,446,003	$12,343,960	$430,032
2021	$7,639,953	$6,034,447	$11,949,489	$1,605,506
2020	$8,733,104	$6,747,535	$11,179,573	$1,985,569
2019	$7,204,019	$6,543,989	$9,288,897	$660,030