WESLEY VILLAGE RETIREMENT HOME 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

1994

Legal Domicile

Principal Officer

JENNIFER ALEMAN

Phone

9034656463

Tax Period

2024-01-01 to 2024-12-31

WESLEY VILLAGE RETIREMENT HOME INC, founded in 1994, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2024.

Mission

THE ORGANIZATION PROVIDES QUALITY AFFORDABLE HOUSING AND SUPPORT SERVICES FOR THE ELDERLY

Program Service Accomplishments

Program 1

THE ORGANIZATION PROVIDES QUALITY AFFORDABLE HOUSING AND SUPPORT SERVICES FOR THE ELDERLY.

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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 $27,135

Program Service Revenue $2,068,444

Investment Income $0

Other Revenue $2,637

TOTAL REVENUE $2,098,216

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,277,979

Fundraising Expenses $0

Program Expenses $1,737,216

Other Expenses $775,291

TOTAL EXPENSES $2,053,270

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,098,216	$1,969,184	+0.1%
Expenses	$2,053,270	$2,192,889	-0.1%
Net Income	$44,946	$-223,705	-1.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DALE BUTLER	MEMBER	N/A	Director	$0	$0	$0
KIM CLARK	PAST CHAIR	N/A	Officer Director	$0	$0	$0
FRANK HOLCOMB	MEMBER	N/A	Director	$0	$0	$0
WES KING	MEMBER	N/A	Director	$0	$0	$0
LINDA KIRBY	SECRETARY/TR	N/A	Officer Director	$0	$0	$0
JUSTIN MILLER	MEMBER	N/A	Director	$0	$0	$0
SAM OSWALD	MEMBER	N/A	Director	$0	$0	$0
ROBERT POOL	MEMBER	N/A	Director	$0	$0	$0
LEIGH ANN SIMS	CHAIR	N/A	Director	$0	$0	$0
ANN SWAIN	MEMBER	N/A	Director	$0	$0	$0
DIANA WILLIAMS	MEMBER	N/A	Director	$0	$0	$0
JENNIFER ALEMAN	EXECUTIVE DI	N/A	Officer	$0	$0	$0
JOANNA DUEVEL	ASST EXEC DI	N/A	Officer	$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	$2,098,216	$2,053,270	$1,449,513	$44,946
2023	$1,969,184	$2,192,889	$1,367,021	$-223,705
2022	$1,768,943	$2,088,036	$1,560,683	$-319,093
2021	$1,586,444	$1,694,837	$2,009,947	$-108,393
2020	$2,173,087	$1,761,696	$2,453,413	$411,391
2019	$1,928,074	$1,763,400	$1,925,645	$164,674
2018	$1,959,649	$1,711,061	$1,929,424	$248,588