WESLEY HOMES FOUNDATION (EIN 911732317) - 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

1996

Legal Domicile

Principal Officer

SUSAN MCCONNELL

Phone

2068701260

Tax Period

2023-01-01 to 2023-12-31

WESLEY HOMES FOUNDATION, founded in 1996, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.5M in total revenue in fiscal year 2023. Revenue surged 188% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.2M, a strong 50% operating margin.

Mission

TO SUPPORT WESLEY HOMES AFFILIATES THROUGH FUNDRAISING INITIATIVES.

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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 $5,690,949

Program Service Revenue $0

Investment Income $855,096

Other Revenue $0

TOTAL REVENUE $6,546,045

Expense Breakdown

Grants Paid $2,419,015

Salaries & Benefits $692,363

Fundraising Expenses $175,954

Program Expenses $2,500,029

Other Expenses $185,225

TOTAL EXPENSES $3,296,603

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,546,045	$2,274,385	+1.9%
Expenses	$3,296,603	$3,119,430	+0.1%
Net Income	$3,249,442	$-845,045	-4.8%

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

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

$957,086

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN ANDERSON	PRESIDENT/CEO	5.00	Officer	$0	$40,833	$454,367
JIM YAMAMOTO	VP OF FINANCE	5.00	Officer	$0	$17,834	$254,054
SUSAN MCCONNELL	EXECUTIVE DIRECTOR	50.00	Officer	$225,304	$23,361	$248,665
DAVID SNOW	DIRECTOR OF CAMPAIGNS	40.00	Highest	$108,011	$18,039	$126,050
BILL FREITAG	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRIAN FREDERICK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DICK JOBST	SECRETARY (THROUGH MAY 2023)	1.00	Officer Director	$0	$0	$0
NANCY OSBORNE	BOARD MEMBER & SECRETARY	1.00	Officer Director	$0	$0	$0
BRIAN GARRETT	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID BROOKE	BOARD MEMBER	1.00	Director	$0	$0	$0
SUZIE BURKE	BOARD MEMBER	1.00	Director	$0	$0	$0
AL FRANZEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY GUITE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTHA HUBBARD	BOARD MEMBER	1.00	Director	$0	$0	$0
ANN LEWIS	BOARD MEMBER	1.00	Director	$0	$0	$0
BRENT SMITH	BOARD MEMBER	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	No data	No data	No data	No data
2023	$6,546,045	$3,296,603	$19,210,686	$3,249,442
2022	$2,274,385	$3,119,430	$15,682,959	$-845,045
2021	$4,930,467	$4,188,592	$19,577,190	$741,875
2020	$4,804,494	$3,152,533	$18,913,060	$1,651,961
2019	$1,610,483	$1,216,177	$15,898,944	$394,306
2018	$3,460,767	$4,309,775	$13,458,838	$-849,008

WESLEY HOMES FOUNDATION