Wesleylife FY2023 filing

Tax-deductible

Johnston, IA501(c)(3)Since 2009Health CareEIN 30-0577845

Support the independence, health and well-being of older adults, wherever they call home.

501(c)(3) charity; gifts are tax-deductible.
0¢ of each $1 spent went to programs.
$3.3M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $1.2M a year · 11% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
0.06%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$3.3M
to officers and key staff · 27% of spending
Worth a look: pay to officers and key staff is 27% of spending; over 20%.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.3 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $80K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$25.4M
177% of total assets
Concern: liabilities are 177% of assets; over 80%.
Pt X · Ln 26
Independent board members
10
of 11 voting members
Looks good: 10 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$9.0M
-10% vs prior year
Spent
$12.3M
To programs
0.06%
Net assets
−$11.0M
By yearFY2020–FY2024
Revenue
$9.0M
FY2023▼ -10%
Revenue by fiscal year
FY2020$10.4M
FY2021$10.5M
FY2022$10.1M
FY2023$9.0M
FY2024$12.5M
Expenses
$12.3M
FY2023-0.1%
Expenses by fiscal year
FY2020$9.9M
FY2021$10.6M
FY2022$12.4M
FY2023$12.3M
FY2024$13.2M
Net assets
−$11.0M
FY2023▼ -71%
Net assets by fiscal year
FY2020$1.4M
FY2021$455K
FY2022−$6.5M
FY2023−$11.0M
FY2024−$6.6M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 2010.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

0 cents of each dollar spent went to programs.

Program services 0% · $8K Management & general 100% · $12.3M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

38 people listed on the 990; $3.3M paid to officers and key staff.

Part VII, Section A · reportable compensation
VP Network Operations
$333,417Pt VII · Sec A
VP Network Operations
$333,417Pt VII · Sec A
President & CEO
$297,051Pt VII · Sec A
President & CEO
$297,051Pt VII · Sec A
Chief Culture Officer
$246,152Pt VII · Sec A
Chief Culture Officer
$246,152Pt VII · Sec A
Regional Dirctor Network O
$227,320Pt VII · Sec A
Regional Dirctor Network O
$227,320Pt VII · Sec A

Rob Kretzinger’s $314K as President & CEO is at the 49th percentile of top reported officer pay among 2901 $10–100M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Janet Simpson$266,355$333,417$226,435$224,850$204,530
Rob Kretzinger$314,497$297,051$65,688$80,036$135,997
Kristy Vanderwiel$274,427$246,152—$231,579$219,237
Kristy Can Der Wiel——$235,604——
Darren Schlapkohl———$234,543$209,867
Matt Garcia—$227,320$209,485$195,389—
Amy Hutchins$209,065$201,801$192,063——
Amber Wentz$201,348$189,415$180,261$169,814$176,264

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowers older adults to live independently, healthy, and well in their own homes.

Provided by the organization

This section is blank until Wesleylife claims this page.

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2 program services account for $15K of program spending, described in the organization's own filed words · FY2023.
01

Wesleylife was established in december 2010 as a supporting organization for wesley retirement services, inc. (WRS) and wesley community services, inc. (WCS). WRS was established in 1947 (originally as wesley acres, inc.) as a faith-based non-profit organization, and has since dedicated itself to providing housing, healthcare, and…

$8Kprogram expense
02

Wesleylife was established in december 2010 as a supporting organization for wesley retirement services, inc. (WRS) and wesley community services, inc. (WCS). WRS was established in 1947 (originally as wesley acres, inc.) as a faith-based non-profit organization, and has since dedicated itself to providing housing, healthcare, and…

$8Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$80K

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$9.0M
Ln 12
Fees for servicesLn 2g$8.8M
Investment incomeLn 3$158K
Gifts and grantsLn 1h$48K
Money outPt IX
$12.3M
Ln 25
Programscol B$8K
Managementcol C$12.3M
Owns and owesPt X
−$11.0M
net assets · Ln 32
Cash and savingsLn 1–2$313K
Total assetsLn 16$14.4M
LiabilitiesLn 26$25.4M
PeoplePt VI, VII
38
listed · VII A
PaidVII A16
Voting boardVI 1a11
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$48K
Fees for servicesLn 2g$8.8M
Investment incomeLn 3$158K
Total revenueLn 12$9.0M
Assets in detailPt X, end of year
Cash and savings togetherLn 1–2$313K
Total assetsLn 16$14.4M
LiabilitiesLn 26$25.4M
Net assetsLn 32−$11.0M
OperationsPt I, VI
EmployeesI 52,189
VolunteersI 618
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $12.5M$13.2M−$666K−$6.6M 990 PDF
FY2023 Viewing $9.0M$12.3M−$3.3M−$11.0M 990 PDF
FY2022 $10.1M$12.4M−$2.3M−$6.5M 990 PDF
FY2021 $10.5M$10.6M−$81K$455K 990 PDF
FY2020 $10.4M$9.9M$459K$1.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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