WESLEY FAMILY SERVICES (EIN 820653875) - 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

2017

Legal Domicile

Principal Officer

DOUGLAS W MUETZEL

Phone

4123422300

Tax Period

2023-07-01 to 2024-06-30

WESLEY FAMILY SERVICES, founded in 2017, is a mid-sized nonprofit in the Human Services sector that reported $68.1M in total revenue in fiscal year 2023. Expenses of $65.0M left a modest 5% surplus.

Mission

TO EMPOWER CHILDREN, ADULTS AND FAMILIES BY PROVIDING TRANSFORMATIONAL, WHOLE PERSON CARE.WESLEY FAMILY SERVICES (WFS) TOOK PART IN PROVIDING SERVICES THAT PROMOTE RECOVERY AND RESILIENCY AT MORE THAN 30 DIFFERENT AGENCY LOCATIONS AND SHARED FACILITIES IN THE COMMUNITY DURING FY23/24. WFS PROVIDES PERSON-CENTERED CARE TO OVER 20,000 INDIVIDUALS AND FAMILIES ANNUALLY IN SOUTHWESTERN PENNSYLVANIA. WFS HAD OVER 900 CARING, HIGHLY TRAINED STAFF WHO ARE COMMITTED TO PROVIDING HIGH QUALITY, TRANSFORMATIONAL SUPPORT SERVICES TO CHILDREN, ADULTS, AND FAMILIES OVER THE COURSE OF THEIR LIFESPAN SO THAT THEY ARE EMPOWERED TO REACH THEIR FULL POTENTIAL AND OVERCOME CHALLENGES SO THAT THEY CAN BE PART OF A STRONGER COMMUNITY AND HAVE A BRIGHTER FUTURE. LIFE CHANGING PROGRAMS ARE OFFERED IN THE AREAS OF AGING, BEHAVIORAL HEALTH, COMMUNITY EMPOWERMENT, FAMILY SUPPORT AND PRESERVATION, INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, AND SPECIALIZED EDUCATION.

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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 $999,783

Program Service Revenue $66,721,371

Investment Income $409,690

Other Revenue $6,968

TOTAL REVENUE $68,137,812

Expense Breakdown

Grants Paid $0

Salaries & Benefits $50,330,693

Fundraising Expenses $3,089

Program Expenses $57,562,688

Other Expenses $14,631,234

TOTAL EXPENSES $64,961,927

Year-over-Year Comparison

	2023	2022	Change
Revenue	$68,137,812	$63,096,660	+0.1%
Expenses	$64,961,927	$59,992,583	+0.1%
Net Income	$3,175,885	$3,104,077	+0.0%

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

1192

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

$569,392

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DREW SCHAUBLE	CHAIR	1.00	Officer Director	$0	$0	$0
J NICOLE RHODES	FIRST VICE CHAIR	1.00	Officer Director	$0	$0	$0
TIA LAFLEUR	SECOND VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARK TWERDOK	TREASURER	1.00	Officer Director	$0	$0	$0
BRANDI PHILLIPS	SECRETARY	1.00	Officer Director	$0	$0	$0
SCOTT O'MARA	DIRECTOR	1.00	Director	$0	$0	$0
ROSS CHAMBERS	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT REILLY	DIRECTOR	1.00	Director	$0	$0	$0
OLIVIA BRINKER	DIRECTOR	1.00	Director	$0	$0	$0
MILDRED MORRISON	DIRECTOR	1.00	Director	$0	$0	$0
BENJAMIN CIOCCO	DIRECTOR	1.00	Director	$0	$0	$0
JOSH TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE DRENNEN	DIRECTOR	1.00	Director	$0	$0	$0
DR BEVERLY MOORE	DIRECTOR	1.00	Director	$0	$0	$0
DEXTER HAIRSTON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SINGH	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MONAGHAN	DIRECTOR	1.00	Director	$0	$0	$0
CLARE FREDERICK	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE PROBERT	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY AUPPERLE	DIRECTOR	1.00	Director	$0	$0	$0
SHANICKA L KENNEDY	DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS W MUETZEL	CEO	28.00	Officer	$353,252	$31,594	$384,846
EMILY J PIETRZAK	CFO	32.00	Officer	$171,698	$12,848	$184,546
LARRY A TRENGA	VP OF IT	36.50	Highest	$173,977	$32,080	$206,057
ROBERT M DAVIS MD	MEDICAL DIRECTOR	40.00	Highest	$395,629	$13,200	$408,829
RADHIKA MOVVA MD	STAFF PSYCHIATRIST	40.00	Highest	$277,552	$29,985	$307,537
PATRICK VINCENT MD	STAFF PSYCHIATRIST	40.00	Highest	$264,665	$26,434	$291,099
PAMELA WEAVER	VP OF CHILD, FAMILY AND OLDER ADULT	40.00	Highest	$165,586	$24,968	$190,554

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	No data	No data	No data	No data
2024	$68,137,812	$64,961,927	$41,476,428	$3,175,885
2023	$63,096,660	$59,992,583	$37,930,237	$3,104,077
2022	$64,549,859	$56,583,576	$32,219,017	$7,966,283
2021	$57,226,294	$55,483,676	$21,969,339	$1,742,618
2020	$58,345,322	$57,155,787	$15,468,739	$1,189,535
2019	$42,682,579	$38,724,632	$15,091,512	$3,957,947
2018	$1,055,320	$1,178,779	$1,226,922	$-123,459

WESLEY FAMILY SERVICES