WESLEY MANOR RETIREMENT COMMUNITY (EIN 640725882) - 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

1986

Legal Domicile

Principal Officer

STEVE MCALILLY

Phone

6628448977

Tax Period

2023-01-01 to 2023-12-31

WESLEY MANOR RETIREMENT COMMUNITY, founded in 1986, is a small nonprofit in the Housing & Shelter sector that reported $940K in total revenue in fiscal year 2023. Expenses of $1.1M exceeded revenue, resulting in a 18% operating deficit.

Mission

WESLEY MANOR RETIREMENT COMMUNITY'S MISSION IS TO PROVIDE HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISTIAN LOVE.

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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 $0

Program Service Revenue $934,373

Investment Income $5,917

Other Revenue $0

TOTAL REVENUE $940,290

Expense Breakdown

Grants Paid $0

Salaries & Benefits $308,075

Fundraising Expenses $0

Program Expenses $722,197

Other Expenses $803,098

TOTAL EXPENSES $1,111,173

Year-over-Year Comparison

	2023	2022	Change
Revenue	$940,290	$886,385	+0.1%
Expenses	$1,111,173	$1,109,595	+0.0%
Net Income	$-170,883	$-223,210	-0.2%

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

$1,806,836

Total Directors

$1,150,929

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE MCALILLY	PRESIDENT/CEO	1.00	Officer Director	$0	$175,643	$719,237
CHRISTIE VANCE	VICE PRES/COO	1.00	Officer Director	$0	$19,402	$327,266
JENNIFER THOMPSON	EXECUTIVE DIRECTOR	20.00	Officer Director	$0	$691	$104,426
BRUCE CALCOTE	BOARD MEMBER	0.25	Director	$0	$0	$0
JEAN ANNE POTIN	BOARD MEMBER	0.25	Director	$0	$0	$0
CHRISTY CHAIN	BOARD MEMBER	0.25	Director	$0	$0	$0
LEE GERALD DAVIS	BOARD MEMBER	0.25	Director	$0	$0	$0
LINDA EATON	BOARD MEMBER	0.25	Director	$0	$0	$0
ANN L GRIFFIN	BOARD MEMBER	0.25	Director	$0	$0	$0
COTY PRIMEAUX	BOARD MEMBER	0.25	Director	$0	$0	$0
JOE OLMI	VICE-CHAIRMAN	0.25	Director	$0	$0	$0
NANCY SHOWS	BOARD MEMBER	0.25	Director	$0	$0	$0
JEFF SIMS	BOARD MEMBER	0.25	Director	$0	$0	$0
PATRICIA SMITH	BOARD MEMBER	0.25	Director	$0	$0	$0
KATHY SMITH	BOARD MEMBER	0.25	Director	$0	$0	$0
ERIC DAVIS	BOARD MEMBER	0.25	Director	$0	$0	$0
BILL H WEST	CHAIR	0.25	Director	$0	$0	$0
LUCY SANGUINETTI	SECRETARY	0.25	Director	$0	$0	$0
JIM ZUELZKE	VICE PRESIDENT FINANCE	1.00	Officer	$0	$19,173	$292,620
ANNE-MICHELLE DANIEL	VICE PRES/LEADERSHIP DEV.	1.00	Officer	$0	$678	$136,486
JEANNE CANTIN	VICE PRESIDENT/HR	1.00	Officer	$0	$18,738	$226,801

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	No data	No data
2023	$940,290	$1,111,173	$1,005,477	$-170,883
2022	$886,385	$1,109,595	$1,011,368	$-223,210
2021	$1,045,474	$1,052,619	$1,082,351	$-7,145
2020	$930,052	$1,083,631	$1,020,138	$-153,579
2019	$864,409	$986,387	$1,073,535	$-121,978
2018	$772,119	$937,571	$1,137,999	$-165,452

WESLEY MANOR RETIREMENT COMMUNITY