WESLEYLIFE FOUNDATION (EIN 882893273) - 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

ROB KRETZINGER

Phone

5152716794

Tax Period

2023-01-01 to 2023-12-31

WESLEYLIFE FOUNDATION, founded in 2022, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $10.1M in total revenue in fiscal year 2023. The organization ran a surplus of $9.4M, a strong 93% operating margin.

Mission

GUIDED BY CHRISTIAN COMPASSION, WE PROVIDE THE NEEDED RESOURCES TO SUPPORT THE INDEPENDENCE, HEALTH, AND WELL-BEING OF OLDER ADULTS WHEREVER THEY CALL HOME.

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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 $10,121,105

Program Service Revenue $0

Investment Income $234

Other Revenue $0

TOTAL REVENUE $10,121,339

Expense Breakdown

Grants Paid $0

Salaries & Benefits $470,267

Fundraising Expenses $55,299

Program Expenses $574,762

Other Expenses $243,915

TOTAL EXPENSES $714,182

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,121,339	N/A	N/A
Expenses	$714,182	N/A	N/A
Net Income	$9,407,157	N/A	N/A

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

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

$1,483,530

Total Directors

$1,120,324

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROB KRETZINGER	PRESIDENT AND CEO	4.00	Officer Director	$0	$40,147	$888,861
SOPHIA AHMAD	VP OF PHILANTHROPHY	40.00	Officer Director	$0	$39,986	$231,463
TRAVIS SIMPSON	CHAIR	1.00	Officer Director	$0	$0	$0
NATHANIEL DODDRIDGE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CONNIE ISSACSON	VICE CHAIR	1.00	Director	$0	$0	$0
CHRISTINE COONS	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT HARRINGTON	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHRYN KUNERT	BOARD MEMBER	1.00	Director	$0	$0	$0
GLEN LEWIS	BOARD MEMBER	1.00	Director	$0	$0	$0
LOIS VERMEER	BOARD MEMBER	1.00	Director	$0	$0	$0
CRAIG FLANAGAN	CFO	4.00	Officer	$0	$35,569	$363,206

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	$10,121,339	$714,182	$90,180	$9,407,157
2023	$10,121,339	$10,121,339	$90,180	No data

WESLEYLIFE FOUNDATION