WESLEYLIFE FOUNDATION

EIN: 882893273 501(c)(3) Philanthropy & Grantmaking

JOHNSTON, IA

Total Revenue
$10,121,339
Total Expenses
$714,182
Total Assets
$90,180
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2022
Legal Domicile
IA
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.

Program Service Accomplishments

Program 1
Expenses: $574,762 Revenue: $0

WESLEYLIFE FOUNDATION IS AN ORGANIZATION FORMED TO SUPPORT THE CHARITABLE MISSION OF THE WESLEYLIFE CHARITABLE ENTITIES INCLUDING WESLEY RETIREMENT SERVICES, AND WESLEY COMMUNITY SERVICESTHE...

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WESLEYLIFE FOUNDATION IS AN ORGANIZATION FORMED TO SUPPORT THE CHARITABLE MISSION OF THE WESLEYLIFE CHARITABLE ENTITIES INCLUDING WESLEY RETIREMENT SERVICES, AND WESLEY COMMUNITY SERVICESTHE WESLEYLIFE COMMUNITY ORGANIZATIONS ARE ALL TAX-EXEMPT ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND FUNCTION TO ENHANCE THE INDEPENDENCE, HEALTH, AND WELLBEING OF OLDER ADULTS TO TRANSFORM THE AGING EXPERIENCE SO THAT OLDER ADULTS LIVE BETTER AND LONGER.THE FOUNDATIONS ACTIVITIES FOCUS ON CONSOLIDATING THE FUNDRAISING ACTIVITIES BY THE WESLEYLIFE COMMUNITY ORGANIZATIONS, AND WHILE NOT SECTION 509(A)(3) SUPPORTING ORGANIZATION, IT IS ORGANIZED AND OPERATED TO EXCLUSIVELY SUPPORT THE SECTION 501(C)(3) WESLEYLIFE COMMUNITY ORGANIZATIONS.TO ENSURE THE FOUNDATIONS MISSION ALIGNS WITH THE WESLEYLIFE COMMUNITY, ITS SOLE MEMBER IS WESLEYLIFE, WHICH IS AN ORGANIZATION DESCRIBED IN SECTIONS 501(C)(3) AND IS A TYPE III FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION AND IS A SUPPORTING ORGANIZATION TO THE WESLEYLIFE COMMUNITY ORGANIZATIONS. AS A TYPE III FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION, THE SOLE MEMBER WILL ALSO SUPPORT THE FOUNDATION AS ANOTHER SECTION 509(A)(1) PUBLIC CHARITY AND MEMBER OF THE WESLEYLIFE COMMUNITY.

Program 2
Expenses: $0 Revenue: $0

WESLEYLIFE FOUNDATION WAS ESTABLISHED TO SUPPORT WESLEYLIFE, WHICH IS ROOTED IN THE BELIEF THAT EVERYONE DESERVES THE OPPORTUNITY TO LIVE A LIFE OF ONGOING GROWTH, EXPERIENCE, ENGAGEMENT AND MEANING...

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WESLEYLIFE FOUNDATION WAS ESTABLISHED TO SUPPORT WESLEYLIFE, WHICH IS ROOTED IN THE BELIEF THAT EVERYONE DESERVES THE OPPORTUNITY TO LIVE A LIFE OF ONGOING GROWTH, EXPERIENCE, ENGAGEMENT AND MEANING, REGARDLESS OF THEIR PHYSICAL, SOCIAL OR ECONOMIC CIRCUMSTANCES. THE FOUNDATION WORKS CLOSELY WITH WESLEYLIFE TO MANAGE FINANCIAL RESOURCES AND TO SERVE AS RESPONSIBLE STEWARDS.WESLEYLIFE FOUNDATION DISTRIBUTES 100 PERCENT OF ITS CONTRIBUTIONS TO WESLEYLIFE, WHICH HOLDS PERMANENT AND TEMPORARY RESTRICTED NET ASSETS ON BEHALF OF THE FOUNDATION AND AS OF DECEMBER 31, 2023, AMOUNTED TO $28,285,423. THESE FUNDS ARE UTILIZED IN COLLABORATION WITH THE FOUNDATION AND IN ACCORDANCE WITH WESLEYLIFE'S INVESTMENT POLICY, AND THEY DIRECTLY IMPACT AND ENHANCE SERVICES THAT 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%)

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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

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Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
10
Independent Members
10
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
5
$1,483,530
Total Directors
10
$1,120,324
Key Employees
0
$0
Highest Compensated
0
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
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