WESLEY AT HOME INC (EIN 800613523) - 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

2011

Legal Domicile

Principal Officer

J BRIAN NEALON

Phone

5185873600

Tax Period

2024-01-01 to 2024-12-31

WESLEY AT HOME INC, founded in 2011, is a micro nonprofit in the Health Care sector that reported $30K in total revenue in fiscal year 2024. The organization ran a surplus of $24K, a strong 81% operating margin.

Mission

TO PROVIDE IN-HOME COMPANION SERVICES TO ADULT INDIVIDUALS IN NEED OF SUCH SERVICES.

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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 $0

Program Service Revenue $30,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $30,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $269

Other Expenses $5,563

TOTAL EXPENSES $5,563

Year-over-Year Comparison

	2024	2023	Change
Revenue	$30,000	$30,000	N/A
Expenses	$5,563	$8,308	-0.3%
Net Income	$24,437	$21,692	+0.1%

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

N/A

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

$650,811

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
J BRIAN NEALON	CEO	1.00	Officer	$0	$17,200	$321,200
SHELLY AMATO	CSO	1.00	Officer	$0	$526	$193,779
KATHERINE LAHOFF	CFO	1.00	Officer	$0	$13,416	$135,832
TARA PLEAT	President	1.00	Officer Director	$0	$0	$0
DEBORAH DAMM-O'BRIEN	Vice President	1.00	Officer Director	$0	$0	$0
RAYMOND MARTIN	Treasurer	1.00	Officer Director	$0	$0	$0
KELLI DERWAY	Director	1.00	Director	$0	$0	$0
JESSE BOUCHER	Secretary	1.00	Director	$0	$0	$0
BROOK PANCOE	Director	1.00	Director	$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	$30,000	$5,563	$776,525	$24,437
2023	$30,000	$8,308	$746,524	$21,692
2022	$30,001	$11,802	$747,964	$18,199
2021	$30,002	$18,125	$1,488,492	$11,877
2020	$30,003	$20,353	$1,290,348	$9,650
2019	$25,261	$27,337	$1,101,912	$-2,076
2018	$44,964	$40,098	$950,210	$4,866

WESLEY AT HOME INC