WESLEY HOMES: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WESLEY HOMES (EIN 91-0583380)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201303199349311060
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T17:58:59-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 NORTHUP WAY SUITE 200 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910583380 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEY HOMES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WESL | NameControl |
| Phone | 2068701260 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 SOUTH 216TH STREET | AddressLine1 |
| City | DES MOINES | City |
| State | WA | State |
| ZIP Code | 98198 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELLEN R M BOYER | Name |
| Title | COO/CFO | Title |
| Phone | 2068701260 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL M FREIN | Name |
| PTIN | P00856532 | PTIN |
| Phone | 4252506100 | Phone |
| Date Prepared | 2013-11-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ELLEN R M BOYER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 SOUTH 216TH STREET | AddressLine1 |
| City | DES MOINES | City |
| State | WA | State |
| ZIP Code | 98198 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 37381630 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WESLEYHOMES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1944 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | PROVIDES RETIREMENT HOUSING AND CARE SERVICES FOR OLDER ADULTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 611 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 32818437 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 32855050 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 706238 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1134066 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 425282 | OtherRevenuePriorYear |
| Other Revenue Current Year | 629086 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 33949957 | TotalRevenuePriorYear |
| Total Revenue Current Year | 34618202 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 479156 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 391082 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 15520019 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 16664474 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16910003 | OtherExpensePriorYear |
| Other Expenses Current Year | 16847192 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 32909178 | TotalExpensesPriorYear |
| Total Expenses Current Year | 33902748 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1040779 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 715454 | RevenuesLessExpensesCY |
| Total Assets BOY | 102136814 | TotalAssetsBOY |
| Total Assets EOY | 104464995 | TotalAssetsEOY |
| Total Liabilities BOY | 83774374 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 84922476 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18362440 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19542519 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WESLEY HOMES IS A FAITH BASED ORGANIZATION PROVIDING RETIREMENT COMMUNITIES AND A NETWORK OF SERVICES FOR OLDER ADULTS. WITH LOVE AND JOY, WE ARE CALLED TO MEET THE PHYSICAL, SOCIAL AND SPIRITUAL NEEDS OF THOSE WE SERVE. WE AFFIRM THE WORTH OF ALL THOSE WE SERVE AND THOSE WHO PROVIDE SERVICE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 22373207 | Expense |
| Grants | 368467 | Grants |
| Revenue | 25686972 | Revenue |
| Description | A CONTINUING CARE RETIREMENT COMMUNITY, WESLEY HOMES DES MOINES SERVES AN AVERAGE OF 580 SENIORS AT ANY ONE TIME IN INDEPENDENT COTTAGES/APARTMENTS, ASSISTED LIVING AND SKILLED NURSING. THIS CAMPUS EMPLOYS APPROXIMATELY 440 PEOPLE WHO PROVIDE CARE GIVING AND HOSPITALITY SERVICES. IT ALSO HOUSES THE OFFICES FOR THE PACIFIC NORTHWEST CONFERENCE OF THE UNITED METHODIST CHURCH.RESIDENTS AT WESLEY HOMES DES MOINES HAVE A CONTRACT THAT PROVIDES FOR THEM EVEN IF THEY RUN OUT OF MONEY. RESIDENT SUBSIDIES AND MEDICAID SHORTFALLS WERE WELL OVER $3.8 MILLION IN 2012. ADDITIONALLY, TWENTY APARTMENTS ARE SET ASIDE FOR A BISHOP MCCONNELL SCHOLARSHIP PROGRAM FOR SENIORS WITH LIMITED RESOURCES. THIRTY-TWO RESIDENTS BENEFITED FROM THE PROGRAM IN 2012. SINCE ITS 2001 INCEPTION, THE ORGANIZATION HAS SUBSIDIZED $2.4 MILLION IN SERVICE FEES FOR BISHOP MCCONNELL SCHOLARSHIP RESIDENTS.WESLEY HOMES DES MOINES PARTNERS WITH ANOTHER NOT-FOR-PROFIT, ELDER AND ADULT DAY SERVICES, TO PROVIDE ADULT DAY CARE ON CAMPUS. THIS PROGRAM SERVES FIFTEEN TO TWENTY INDIVIDUALS AT LOWER INCOME LEVELS EACH DAY PROVIDING MUCH NEEDED ACTIVITIES, FOOD AND SOCIAL SERVICES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6598043 | Expense |
| Grants | 22615 | Grants |
| Revenue | 7168077 | Revenue |
| Description | WESLEY HOMES LEA HILL PROVIDES INDEPENDENT HOMES/APARTMENTS, HOUSING WITH SERVICES AND MEMORY CARE FOR A TOTAL OF 230 RESIDENTS. THIS CAMPUS EMPLOYS APPROXIMATELY 50 PEOPLE WHO PROVIDE CARE GIVING AND HOSPITALITY SERVICES. WITH FULLY REFUNDABLE ENTRANCE DEPOSITS AND MODERATE MONTHLY FEES, THIS CAMPUS IS AFFORDABLE TO INDIVIDUALS OF MODEST MEANS WHILE PROVIDING HIGH QUALITY PROGRAMS AND AMENITIES TO PROMOTE ACTIVE AND HEALTHY AGING. STAFF AND RESIDENTS AT WESLEY HOMES LEA HILL ARE COMMITTED TO SUPPORTING OTHER COMMUNITY ORGANIZATIONS SUCH AS CHILDREN'S THERAPY CENTER OF KENT BY PROVIDING THE INDOOR POOL FOR THE CHILDREN'S WATER THERAPY PROGRAM. THEY ALSO SUPPORT ELEMENTARY SCHOOLS, THE AUBURN FOOD BANK, THE AUBURN SENIOR CENTER AND FAMILIES DEALING WITH AGING ISSUES BY PROVIDING VOLUNTEERS, DONATIONS AND SUPPORT GROUPS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 28971250 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 1 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 17 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 611 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOHN FENEIS | NamePerson |
| Telephone Number | 2068701223 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 SOUTH 216TH STREET | AddressLine1 |
| City | DES MOINES | City |
| State | WA | State |
| ZIP Code | 98198 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| ED ROGEL | ||||||||
| BOARD CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| CLARK DAFFERN | ||||||||
| BOARD VICE-CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| BRIAN GARRETT | ||||||||
| BOARD TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| ANNE SHANNON | ||||||||
| BOARD SECRETARY | 1.00 | X | X | 0 | 0 | 0 | ||
| DEBBIE BEVIER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| TOM CREWS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| ARLISTA HOLMAN | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DICK JOBST | ||||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | 0.50 | ||
| REVEREND DENNIS MAGNUSON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JOHN MCGILLIARD | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | 1.00 | ||
| BRENT SMITH | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT STEVENS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JENNI YEOH | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| KEVIN ANDERSON | ||||||||
| PRESIDENT/CEO | 40.00 | X | 240357 | 0 | 13837 | 10.00 | ||
| ELLEN BOYER | ||||||||
| COO/CFO | 40.00 | X | 173813 | 0 | 9928 | 10.00 | ||
| CHRISTINE TREMAIN | ||||||||
| VP MARKETING/DEVELOPMENT | 50.00 | X | 134603 | 0 | 3950 | |||
| AIJA STAPARS | ||||||||
| VP OF HUMAN RESOURCES | 50.00 | X | 99608 | 0 | 3962 | |||
| JOHN FENEIS | ||||||||
| CONTROLLER | 50.00 | 118944 | 0 | 2787 | X | |||
| MARK GUSTAFSON | ||||||||
| DES MOINES ADMINISTRATOR | 50.00 | 147948 | 0 | 1628 | X | |||
| SHEILA MCDOUNOGH | ||||||||
| DES MOINES DIR. OF NURSING | 50.00 | 108699 | 0 | 9248 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1023972 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 45340 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CONSONUS REHAB | |||||
| 14729 NE 87TH STREET | REDMOND | WA | 98052 | STAFFING | 968778 |
| WESLEY HOMES COMMUNITY HEALTH SERVICES | |||||
| 815 S 216TH STREET | DES MOINES | WA | 98198 | STAFFING | 827345 |
| MORRISON MANAGEMENT SERVICES | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | CULINARY MANAGEMENT | 288204 |
| KOESTER LANDSCAPE MANAGEMENT INC | |||||
| PO BOX 98459 | DES MOINES | WA | 98198 | LANDSCAPING | 206220 |
| LION FISH LLC | |||||
| 1800 NE 68TH STREET A 100 | REDMOND | WA | 98052 | WEB DESIGN | 106722 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| HEALTH SERVICES | 623000 | 17017563 | 17017563 |
| SERVICE CHARGES | 623990 | 13354084 | 13354084 |
| RESIDENCY FEES | 623990 | 2142647 | 2142647 |
| OTHER REVENUE | 623990 | 340756 | 340756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 32855050 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 642436 | TotalRevenueColumn |
| Exclusion | $642,436 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2100 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2100 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2100 | TotalRevenueColumn |
| Exclusion | $2,100 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3255058 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2763428 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 491630 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 491630 | TotalRevenueColumn |
| Exclusion | $491,630 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| MANAGEMENT FEES | 561000 | 421156 | $421,156 |
| NET ASSETS RELEASED FROM RESTRICT | 812900 | 185830 | $185,830 |
| MISCELLANEOUS | 812900 | 20000 | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 626986 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34618202 | TotalRevenueColumn |
| Related Or Exempt Function Income | 32855050 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,763,152 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183460 | Total |
| Program Services | 183460 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 207622 | Total |
| Program Services | 207622 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 680058 | Total |
| Management And General | 680058 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13274528 | Total |
| Program Services | 11453171 | ProgramServices |
| Management And General | 1821357 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250128 | Total |
| Program Services | 190039 | ProgramServices |
| Management And General | 60089 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1457084 | Total |
| Program Services | 1328835 | ProgramServices |
| Management And General | 128249 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1002676 | Total |
| Program Services | 839857 | ProgramServices |
| Management And General | 162819 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27147 | Total |
| Management And General | 27147 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53272 | Total |
| Management And General | 53272 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62038 | Total |
| Management And General | 62038 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3023189 | Total |
| Program Services | 2798238 | ProgramServices |
| Management And General | 224951 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251261 | Total |
| Management And General | 251261 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 499128 | Total |
| Program Services | 123922 | ProgramServices |
| Management And General | 375206 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 320134 | Total |
| Management And General | 320134 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1952682 | Total |
| Program Services | 1776695 | ProgramServices |
| Management And General | 175987 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61982 | Total |
| Program Services | 46707 | ProgramServices |
| Management And General | 15275 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6473 | Total |
| Program Services | 513 | ProgramServices |
| Management And General | 5960 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2440107 | Total |
| Program Services | 2440087 | ProgramServices |
| Management And General | 20 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4631454 | Total |
| Program Services | 4363955 | ProgramServices |
| Management And General | 267499 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 270799 | Total |
| Management And General | 270799 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| RESIDENT AND HEALTH CAR | 2877492 | 2877492 | |
| ALL OTHER EXPENSES | 265993 | 1432 | 264561 |
| BAD DEBTS | 104041 | 104041 | |
| ALLOCATION OF EXPENSES | 0 | 339225 | -339225 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33902748 | Total |
| Program Services | 28971250 | ProgramServices |
| Management And General | 4931498 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3183125 | BOY |
| EOY | 2942236 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2928739 | BOY |
| EOY | 2612654 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2037730 | BOY |
| EOY | 2644895 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2225699 | BOY |
| EOY | 2431055 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 545508 | BOY |
| EOY | 459847 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 124374611 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 52436749 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72828882 | BOY |
| EOY | 71937862 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12071252 | BOY |
| EOY | 13775122 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6315879 | BOY |
| EOY | 7661324 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102136814 | BOY |
| EOY | 104464995 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3412796 | BOY |
| EOY | 4454115 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9551422 | BOY |
| EOY | 10769896 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49227966 | BOY |
| EOY | 48157505 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9142 | BOY |
| EOY | 10827 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3199074 | BOY |
| EOY | 2910625 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18373974 | BOY |
| EOY | 18619508 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83774374 | BOY |
| EOY | 84922476 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18362440 | BOY |
| EOY | 19542519 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18362440 | BOY |
| EOY | 19542519 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102136814 | BOY |
| EOY | 104464995 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 715454 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 464625 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 31064958 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33223093 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30704272 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 32818437 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32855049 | CurrentTaxYear |
| Total | 160665809 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 31064958 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33223093 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30704272 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 32818437 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32855049 | CurrentTaxYear |
| Total | 160665809 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 160665809 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 598085 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 437842 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 507484 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 523763 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1136166 | CurrentTaxYear |
| Total | 3203340 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 598085 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 437842 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 507484 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 523763 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1136166 | CurrentTaxYear |
| Total | 3203340 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 425282 | CurrentTaxYearMinus1Year |
| Current Tax Year | 626986 | CurrentTaxYear |
| Total | 1052268 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 31663043 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33660935 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31211756 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33767482 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34618201 | CurrentTaxYear |
| Total | 164921417 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97420 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97850 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01940 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01880 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MANAGEMENT FEES - 2011 AMOUNT: $ 331,905. 2012 AMOUNT: $ 421,156. NET ASSETS RLEASED FROM RESTRICTION - 2011 AMOUNT: $ 93,377. 2012 AMOUNT: $ 185,830. MISCELLANEOUS INCOME - 2012 AMOUNT: $ 20,000. | GeneralExplanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8345800 | OtherCostOrOtherBasis |
| Book Value | 8345800 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 101079961 | OtherCostOrOtherBasis |
| Depreciation | 42657342 | Depreciation |
| Book Value | 58422619 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1825113 | OtherCostOrOtherBasis |
| Depreciation | 1310887 | Depreciation |
| Book Value | 514226 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11569116 | OtherCostOrOtherBasis |
| Depreciation | 8468520 | Depreciation |
| Book Value | 3100596 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1554621 | OtherCostOrOtherBasis |
| Book Value | 1554621 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 71937862 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED FINANCE FEES | 475099 |
| INTERCOMPANY RECEIVABLE | 3936163 |
| ASSETS RESTRICTED FOR USE-BOND FUNDS | 3238453 |
| ACCRUED INTEREST | 11609 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 7661324 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE RESIDENCY FEES | $18,478,040 |
| CAPITAL LEASE | $141,468 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 18619508 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 34392004 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 464620 | NetUnrealizedGainsInvestments |
| Other Revenues | -207622 | OtherRevenues |
| Revenue Not Rptd F990 | 256998 | RevenueNotRptdF990 |
| Revenue Subtotal | 34135006 | RevenueSubtotal |
| Investment Expenses Not Included | 62040 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 421156 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 483196 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 34618202 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 33211930 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -421156 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -421156 | ExpensesNotRptdF990 |
| Expenses Subtotal | 33633086 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 62040 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 207622 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 269662 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 33902748 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | THESE ARE RESIDENT TRUST FUNDS HELD FOR RESIDENTS. | |
| PART X, LINE 2: | THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS AND IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE YEARS 2008 TO 2011 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| RESIDENT SUBSIDIES -207,622. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| MANAGEMENT FEES 421,156. | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| MANAGEMENT FEES -421,156. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| RESIDENT SUBSIDIES 207,622. | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEY HOMES FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 SOUTH 216TH STREET | AddressLine1 |
| City | DES MOINES | City |
| State | WA | State |
| ZIP Code | 98198 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 911732317 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 183460 | AmountOfCashGrant |
| Purpose Of Grant | TO SUPPORT GENERAL OPERATIONS. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | RESIDENT SUBSIDIES | TypeOfGrant |
| Number Of Recipients | 50 | NumberOfRecipients |
| Amount Of Cash Grant | 207622 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE TRANSFER LISTED IS TO A RELATED ORGANIZATION WHICH IS UNDER COMMON MANAGEMENT. TRANSFERS BETWEEN ORGANIZATIONS ARE TRACKED INTERNALLY THROUGH THE FINANCIAL REPORTING PROCESS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEVIN ANDERSON | ||||||||||||||
| PRESIDENT/CEO | 240357 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 13837 | 0 | 254194 | 0 | 0 | 0 |
| ELLEN BOYER | ||||||||||||||
| COO/CFO | 173813 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 9928 | 0 | 183741 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| WASHINGTON STATE HOUSING FINANCE COMMISSION | ||||||||
| A | 911874730 | 93978LFA9 | 2008-07-01 | 8025000 | MORTGAGE LOAN | 0 | 0 | 0 |
| WASHINGTON STATE HOUSING FINANCE COMMISSION | ||||||||
| B | 911874730 | 93978LFB7 | 2008-07-01 | 6545000 | MORTGAGE LOAN | 0 | 0 | 0 |
| WASHINGTON STATE HOUSING FINANCE COMMISSION | ||||||||
| C | 911874730 | 93978LEV4 | 2008-07-01 | 8690000 | MORTGAGE LOAN | 0 | 0 | 0 |
| WASHINGTON STATE HOUSING FINANCE COMMISSION | ||||||||
| D | 911874730 | 93978LEN2 | 2008-07-01 | 24025000 | MORTGAGE LOAN | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount In Reserve FundAmountInReserveFund |
|---|---|---|---|---|---|---|---|---|---|
| A | 3010000 | 8025000 | 8025000 | 2007 | 0 | 0 | 1 | 1 | |
| B | 6545000 | 6545000 | 2007 | 0 | 0 | 1 | 1 | ||
| C | 8690000 | 8690000 | 2007 | 0 | 0 | 1 | 1 | ||
| D | 24025000 | 20496150 | 2007 | 0 | 0 | 1 | 1 | 3528850 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied |
|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||
| A | 1 | 0 | 0 | 0 | 0 | 0 | ||
| (no name) | ||||||||
| B | 1 | 0 | 0 | 0 | 0 | 0 | ||
| (no name) | ||||||||
| C | 1 | 0 | 0 | 0 | 0 | 0 | ||
| CREDIT AGRICOLE CIB | ||||||||
| D | 1 | 0 | 0 | 1 | 0 | 0 | 4.906000000000 | 1 |
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION AND INCLUDES MEMBERS FROM THE PACIFIC NW ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH, WHO HAVE THE RIGHT TO PARTICIPATE IN THE SELECTION OF THE ORGANIZATION'S GOVERNING BODY. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF TRUSTEES SHALL BE ELECTED AT THE ANNUAL MEETING OF THE MEMBERS, OF WHICH, AT LEAST A MAJORITY OF THE ELECTED TRUSTEES SHALL BE MEMBERS OF THE UNITED METHODIST CHURCH. | |
| FORM 990, PART VI, SECTION A, LINE 7B | AMENDMENTS TO THE ARTICLES OF INCORPORATION MUST BE APPROVED BY A MAJORITY OF THE MEMBERS PRESENT AT THE ANNUAL CONFERENCE IN ADDITION TO A TWO-THIRDS PASSING VOTE BY THE BOARD OF TRUSTEES. IN ADDITION, ANY MODIFICATIONS TO THE BYLAWS WITH RESPECT TO THE MEMBERSHIP OF WESLEY HOMES OR THE PROCESS OF ELECTING THE BOARD OF TRUSTEES MUST BE APPROVED BY THE MEMBERS AT THEIR ANNUAL CONFERENCE PRIOR TO BEING AMENDED. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF DIRECTORS HAS DELEGATED THE RESPONSIBILITY OF REVIEWING FORM 990 TO THE FINANCE COMMITTEE. THE COO/CFO AND THE FINANCE COMMITTEE REVIEW IN DETAIL THE FORM 990 AND THEN THEY PRESENT IT TO THE BOARD PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH MAY, OR WHEN A NEW MEMBER ARRIVES ON THE BOARD, BOARD MEMBERS ARE GIVEN A DISCLOSURE FORM TO SIGN AND SUBMIT DECLARING ANY POSSIBLE CONFLICT OF INTEREST. SHOULD CONFLICT EXIST, THE CONFLICTS ARE DISCLOSED TO OTHER BOARD MEMBERS. BOARD MEETING MINUTES WOULD REFLECT THE CONFLICT AS IT RELATES TO A RELEVANT DISCUSSION AND THE MEMBER WITH THE CONFLICT WILL ABSTAIN FROM THE DISCUSSION AND DECISION. EACH MEMBER HAS BEEN GIVEN THE POLICY UPON MEMBERSHIP TO THE BOARD. MONITORING OF CONFLICT OF INTEREST IS MANAGED BY THE WESLEY HOMES EXECUTIVE ASSISTANT. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE SYSTEM USED IS OBJECTIVE AND NON-DISCRIMINATORY IN THEORY, APPLICATION, AND PRACTICE. WESLEY HOMES HAS DETERMINED THAT THIS CAN BEST BE ACCOMPLISHED BY USING A PROFESSIONAL COMPENSATION CONSULTANT AND SYSTEM RECOMMENDED BY EXECUTIVE MANAGEMENT WITH APPROVAL OF CEO COMPENSATION BY THE BOARD OF TRUSTEES. THIS IS ALSO TRUE FOR OTHER OFFICER'S AND KEY EMPLOYEE'S COMPENSATION WITH APPROVAL BY THE CEO. THE MOST RECENT YEAR FOR THIS PROCESS WAS 2012. | |
| FORM 990, PART VI, SECTION C, LINE 19 | WESLEY HOMES, AS PART OF THE CONSOLIDATED ORGANIZATION OF WESLEY HOMES DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, EXCEPT UPON REQUEST. WESLEY HOMES DOES MAKE AVAILABLE ITS ANNUAL REPORT AT WWW.WESLEYHOMES.ORG, WHICH CONTAINS SUMMARIZED INFORMATION FROM THE AUDITED FINANCIAL STATEMENTS FOR THE CONSOLIDATED ORGANIZATION OF WESLEY HOMES, WHICH INCLUDES THE ACTIVITIES OF THE WESLEY HOMES FOUNDATION AND WESLEY HOMES COMMUNITY HEALTH SERVICES. | |
| PART VII, LINE 1A | KEVIN ANDERSON AND ELLEN R.M. BOYER SERVE FOR WESLEY HOMES AND ITS RELATED ORGANIZATIONS. THEY EACH SPEND APPROXIMATELY 5 HOURS PER WEEK WITH WESLEY HOMES COMMUNITY HEALTH SERVICES, 5 HOURS PER WEEK WITH WESLEY HOMES FOUNDATION AND 40 HOURS PER WEEK WITH WESLEY HOMES. DICK JOBST SERVES ON THE BOARD OF WESLEY HOMES AND ITS RELATED ORGANIZATION. DICK JOBST SPENDS APPROXIMATELY .5 HOURS PER WEEK WORKING FOR WESLEY HOMES AND WESLEY HOMES FOUNDATION. JOHN MCGILLIARD SERVES ON THE BOARD OF WESLEY HOMES AND ITS RELATED ORGANIZATION. JOHN MICGILLIARD SPENDS APPROXIMATELY 1 HOUR PER WEEK WORKING FOR WESLEY HOMES AND WESLEY HOMES COMMUNITY HEALTH SERVICES. | EXPLANATION FOR HOURS WORKED |
| FORM 990, PART IX, LINE 2 | WESLEY HOMES SUBSIDIZES THE MONTHLY SERVICE FEES OF RESIDENTS, WHO THROUGH NO FAULT OF THEIR OWN, DO NOT HAVE SUFFICIENT INCOME. IN 2012, WESLEY HOMES PROVIDED $433,291 IN SUBSIDIES TO RESIDENTS. OF THIS AMOUNT, $225,669 WAS SUPPORTED BY THE WESLEY HOMES FOUNDATION, THROUGH THEIR FUNDRAISING EFFORTS IN SUPPORT OF OUR RESIDENTS. AS A RESULTS, NET SUBSIDY EXPENSE OF $204,603 IS REPORTED FOR 2012. | |
| FORM 990, PART VI, LINE 7B | AMENDMENTS TO THE ARTICLES OF INCORPORATION MUST BE APPROVED BY A MAJORITY OF THE MEMBERS PRESENT AT THE ANNUAL CONFERENCE IN ADDITION TO A TWO-THIRDS PASSING VOTE BY THE BOARD OF TRUSTEES. IN ADDITION, ANY MODIFICATIONS TO THE BYLAWS WITH RESPECT TO THE MEMBERSHIP OF WESLEY HOMES OR THE PROCESS OF ELECTING THE BOARD OF TRUSTEES MUST BE APPROVED BY THE MEMBERS AT THEIR ANNUAL CONFERENCE PRIOR TO BEING AMENDED. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| WESLEY HOMES DES MOINES LLC | |||||||||
| 815 S 216TH ST | DES MOINES | WA | 98198 | 203541243 | CONTINUING CARE RETIREMENT COMMUNITY | WA | 26306550 | 45384489 | WESLEY HOMES |
| WESLEY HOMES LEA HILL LLC | |||||||||
| 32049 109TH PL SE | AUBURN | WA | 98092 | 202347503 | PLANNED RETIREMENT COMMUNITY | WA | 7868396 | 56306480 | WESLEY HOMES |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| WESLEY HOME COMMUNITY HEALTH SERVICES | ||||||||||
| 815 S 216TH STREET | DES MOINES | WA | 98198 | 571160339 | HOME HEALTH AGENCY | WA | 501(C)(3) | LINE 9 | WESLEY HOMES | 1 |
| WESLEY HOMES FOUNDATION | ||||||||||
| 815 S 216TH STREET | DES MOINES | WA | 98198 | 911732317 | SUPPORT WESLEY HOMES AND ITS RESIDENTS | WA | 501(C)(3) | LINE 11A, I | WESLEY HOMES | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| WESLEY HOMES FOUNDATION | |
| B | 183460 |
| WESLEY HOMES FOUNDATION | |
| C | 225670 |
| WESLEY COMMUNITY HEALTH SERVICES | |
| Q | 421156 |
| WESLEY COMMUNITY HEALTH SERVICES | |
| P | 851751 |