WESLEY HOMES INC (EIN 951641458) - 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

1923

Legal Domicile

Principal Officer

ELVAN MOEN

Phone

8188454985

Tax Period

2024-04-01 to 2025-03-31

WESLEY HOMES INC, founded in 1923, is a micro nonprofit in the Housing & Shelter sector that reported $15K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $30K exceeded revenue, resulting in a 103% operating deficit.

Mission

TO CONSTRUCT AND SUPPORT LOW INCOME HOUSING FOR THE ELDERLY AND HANDICAPPED.

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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 $0

Program Service Revenue $0

Investment Income $14,747

Other Revenue $0

TOTAL REVENUE $14,747

Expense Breakdown

Grants Paid $28,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,200

Other Expenses $1,785

TOTAL EXPENSES $29,985

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,747	$13,135	+0.1%
Expenses	$29,985	$20,790	+0.4%
Net Income	$-15,238	$-7,655	+1.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AL MOEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
JANE CASEY	TREASURER	1.00	Officer Director	$0	$0	$0
LISA FIKE	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN CASEY	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN ENGLISH	DIRECTOR	1.00	Director	$0	$0	$0
LAUREEN ENDOSO	DIRECTOR	1.00	Director	$0	$0	$0
REV ALEX POWELL	DIRECTOR	1.00	Director	$0	$0	$0
SUE EVERHART	DIRECTOR	1.00	Director	$0	$0	$0
KAREN KOLUS	DIRECTOR	1.00	Director	$0	$0	$0
DAVE SMITH	DIRECTOR	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
2025	$14,747	$29,985	$543,312	$-15,238
2024	$13,135	$20,790	$541,864	$-7,655
2023	$31,055	$14,327	$584,289	$16,728
2022	$10,988	$14,428	$567,561	$-3,440
2021	$16,171	$23,476	$607,060	$-7,305
2020	$31,279	$26,937	$614,365	$4,342
2019	$9,911	$29,750	$610,023	$-19,839
2018	$10,284	$31,565	$629,862	$-21,281

WESLEY HOMES INC