WESLEY MANOR INC (EIN 590872675) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1961

Legal Domicile

Principal Officer

JENNIFER MARTENS

Phone

4078395050

Tax Period

2024-04-01 to 2025-03-31

WESLEY MANOR INC, founded in 1961, is a mid-sized nonprofit in the Human Services sector that reported $31.8M in total revenue in fiscal year 2024. Expenses of $29.4M left a modest 8% surplus.

Mission

WESLEY MANOR, INC. IS A CHURCH RELATED, NON-PROFIT COMMUNITY SERVICE ORGANIZATION DEDICATED AND COMMITTED TO PROVIDING SERVICES FOR OLDER ADULTS AND PERSONS WITH SPECIAL NEEDS BY CREATING AND PRESERVING AN EXCELLENT RESIDENTIAL AND HEALTH CARE COMMUNITY PROMOTING WELLNESS AND ENCOURAGING ACTIVE AND HEALTHY LIFESTYLE CHOICES. WESLEY MANOR, INC. BELIEVES IN AND IS COMMITTED TO HONORING EACH PERSON'S DIGNITY, RIGHTS, SELF-RESPECT AND INDEPENDENCE. WESLEY MANOR, INC. IS COMMITTED TO A PROGRAM OF STEWARDSHIP THAT RECOGNIZES ITS RESPONSIBILITY TO USE ITS RESOURCES WELL.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $550,348

Program Service Revenue $29,694,059

Investment Income $1,230,785

Other Revenue $338,540

TOTAL REVENUE $31,813,732

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,157,537

Fundraising Expenses $126,459

Program Expenses $24,224,570

Other Expenses $16,270,127

TOTAL EXPENSES $29,427,664

Year-over-Year Comparison

	2024	2023	Change
Revenue	$31,813,732	$29,767,657	+0.1%
Expenses	$29,427,664	$27,324,187	+0.1%
Net Income	$2,386,068	$2,443,470	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

353

Volunteers

350

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

$2,907,444

Total Directors

$2,226,309

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN HILLENMEYER	CHAIRMAN	N/A	Officer Director	$0	$0	$0
DONALD DODDRIDGE	CHAIRMAN	N/A	Officer Director	$0	$0	$0
TERENCE ROGERS	CEO/PRESIDEN	N/A	Officer Director	$0	$33,597	$1,209,980
HENRY T KEITH	CEO/PRESIDEN	N/A	Officer Director	$0	$32,133	$714,829
HENRY T KEITH	CFO/TREASUR/	N/A	Officer Director	$0	$0	$0
GARRY HENNIS	COO/EXECUTIV	N/A	Officer	$0	$32,799	$681,135
JENNIFER MARTENS	CFO/TREASUR/	N/A	Officer Director	$0	$26,215	$301,500
MEGAN FAUBEL	SECRETARY	N/A	Officer	$0	$0	$0
BRUCE MAUL	SALES COUNSE	40.00	Highest	$185,826	$6,799	$192,625
AMY MIXON	CHEF	40.00	Highest	$154,247	$4,133	$158,380
REBECCA MCDUFFIE	DIRECTOR OF	40.00	Highest	$145,905	$6,017	$151,922
ELIZABETH MCCOY	MDS COORDINA	40.00	Highest	$144,145	$9,894	$154,039
FRANCO PATACSIL	THERAPY PROG	40.00	Highest	$133,764	$10,079	$143,843

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	$31,813,732	$29,427,664	$88,695,481	$2,386,068
2024	$29,767,657	$27,324,187	$83,511,655	$2,443,470
2023	$26,359,076	$24,866,183	$76,021,356	$1,492,893
2022	$23,149,713	$22,130,564	$79,657,515	$1,019,149
2021	$23,521,770	$21,748,268	$80,030,746	$1,773,502
2020	$23,293,496	$22,719,370	$73,389,749	$574,126
2019	$22,081,235	$22,243,849	$71,683,988	$-162,614
2018	$20,898,488	$21,508,367	$68,492,191	$-609,879

WESLEY MANOR INC