WESLEY COURT LLC (EIN 882178567) - 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

2022

Legal Domicile

Principal Officer

JESSE JANTZEN

Phone

5052885805

Tax Period

2024-01-01 to 2024-12-31

WESLEY COURT LLC, founded in 2022, is a mid-sized nonprofit in the Human Services sector that reported $13.4M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $18.8M exceeded revenue, resulting in a 40% operating deficit.

Mission

CREATE COMMUNITIES CELEBRATING THE LIVES OF SENIORS

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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 $56,143

Program Service Revenue $13,124,226

Investment Income $246,015

Other Revenue $1,642

TOTAL REVENUE $13,428,026

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,658,091

Fundraising Expenses $0

Program Expenses $17,128,153

Other Expenses $13,116,413

TOTAL EXPENSES $18,774,504

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,428,026	$12,242,736	+0.1%
Expenses	$18,774,504	$17,414,556	+0.1%
Net Income	$-5,346,478	$-5,171,820	+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

N/A

Employees

226

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

$2,571,726

Total Directors

$1,849,777

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSE JANTZEN	PRESIDENT & CEO	0.33	Officer Director	$0	$101,040	$1,302,737
JOSEPH GORMAN	GENERAL COUNSEL	0.33	Officer Director	$0	$43,040	$547,040
NICK HARSHFIELD	CHEIF FINANCIAL OFFICER	0.33	Officer	$0	$42,076	$721,949
KALA SPAULDING	DIRECTOR NURSING SERVICES	42.00	Highest	$132,482	$0	$132,482
TERESA BORCIK	MANAGER COMMUNITY HLOL SALES	42.00	Highest	$119,077	$714	$119,791

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	$13,428,026	$18,774,504	$76,496,421	$-5,346,478
2023	$12,242,736	$17,414,556	$76,641,849	$-5,171,820

WESLEY COURT LLC