Wesley Community Services Organization

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To promote the independence and enhance the life of seniors.

Form 990 Part I, line 1, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 31-0537097) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
Run by 996 volunteers and 205 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $1.7M a year · 12% of revenue · last 5 filings
A surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
89%
of spending
89% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$709K
to officers and key staff · 5% of spending
Pay to officers and key staff is 5% of spending.
Part VII, Section A
2.2 mo
of spending, in cash
Plus $2.9M in investments, Pt X · Ln 11–13
2.2 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $165K
2 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$3.7M
17% of total assets
Liabilities are 17% of assets.
Pt X · Ln 26
Independent board members
15
of 15 voting members
15 of 15 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$21.1M
+36% vs prior year
Spent
$15.5M
To programs
89%
Net assets
$18.0M
By yearFY2020–FY2024
Revenue
$21.1M
FY2024▲ +36%
Tap a bar for its year
Revenue by fiscal year
FY2020$12.9M
FY2021$8.7M
FY2022$14.0M
FY2023$15.5M
FY2024$21.1M
Expenses
$15.5M
FY2024▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020$7.5M
FY2021$11.6M
FY2022$14.3M
FY2023$15.0M
FY2024$15.5M
Net assets
$18.0M
FY2024▲ +47%
Tap a bar for its year
Net assets by fiscal year
FY2020$13.0M
FY2021$12.2M
FY2022$11.3M
FY2023$12.2M
FY2024$18.0M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 2014.

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

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $13.8M Management & general 6% · $955K Fundraising 5% · $717K

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

Something off? Claim to add context

Who runs it and what they're paid

22 people listed on the 990; $709K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Ceo-Start 5/24
$139,400Pt VII · Sec A
Chief Operating Officer
$135,972Pt VII · Sec A
Chief Financial Officer
$117,447Pt VII · Sec A
Chief Production Officer
$115,537Pt VII · Sec A
Chief People Officer
$105,077Pt VII · Sec A
Interim Ceo-Exit 5/24
$95,574Pt VII · Sec A
Vice-Chair
$0Pt VII · Sec A
Treasurer - Exit 08/24
$0Pt VII · Sec A

Michael Dunn’s $139K as Ceo-Start 5/24 is at the 15th percentile of top reported officer pay among 3122 $10–100M human services 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
Jennifer Steele—$141,873$212,250$231,486$131,694
Tracey Collins——$162,445$113,578—
Michael Dunn$139,400————
Connie Baker$135,972$135,513$86,111$67,259—
Forest Russman—$135,580———
Michael Beck$115,537$125,015$100,778——
Robin Rodgers$117,447$123,305$95,638$109,880$102,111
Shelley Goering—$115,621———

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.

See Wesley Community Services Organization executive salaries →

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

Helps seniors live independently and improve their lives.

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3 programs · $12.7M · in their own filed words · FY2024
01

Food Deliveries

Provides nutritionally balanced meals prepared by our kitchen staff with both regular and therapeutic diet options. These meals are provided to seniors who need in-home meal services as well as to those dining at congregate locations. In 2024, a total of 1,248,000 meals were served to over 7,000 seniors during 262 days of 2024.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 31-0537097) · Dispute this line
$10.4Mprogram expense
02

Social Services

Provides protection to the elderly from abuse, neglect, self-neglect, and exploitation. The program provided 7,718 hours of services to 282 seniors during 251 days of 2024.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 31-0537097) · Dispute this line
$1.2Mprogram expense
03

Specialized Transportation

Provides transportation services for the elderly to senior centers, medical appointments, recreational trips, and shopping. This program provided 43,796 trips to over 600 seniors during 251 days of 2024.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 31-0537097) · Dispute this line
$1.1Mprogram expense

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

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Dec 2025 · $2.6M federal money spent
Special Programs for the Aging, Title III, Part C, Nutrition ServicesDepartment of Health and Human Services · ALN 93.045 · Through Council on Aging of Southwestern Ohio and 1 more$1.6M
Special Programs for the Aging, Title III, Part B, Grants for Supportive Services and Senior CentersDepartment of Health and Human Services · ALN 93.044 · Through Council on Aging of Southwestern Ohio and 1 more$567K
Enhanced Mobility of Seniors and Individuals with DisabilitiesDepartment of Transportation · ALN 20.513 · Through Oki Regional Transit Authority$362K
Nutrition Services Incentive ProgramDepartment of Health and Human Services · ALN 93.053 · Through Council on Aging of Southwestern Ohio and 1 more$99K
Low-Income Home Energy AssistanceDepartment of Health and Human Services · ALN 93.568 · Through Council on Aging of Southwestern Ohio$4K

Plus 1 smaller program.

The auditor reported no findings.

Year ending Dec 2024 · $4.0M federal money spent
Special Programs for the Aging, Title III, Part C, Nutrition ServicesDepartment of Health and Human Services · ALN 93.045 · Through Council on Aging of Southwestern Ohio and 1 more$2.2M
Special Programs for the Aging, Title III, Part B, Grants for Supportive Services and Senior CentersDepartment of Health and Human Services · ALN 93.044 · Through Council on Aging of Southwestern Ohio and 1 more$900K
Enhanced Mobility of Seniors and Individuals with DisabilitiesDepartment of Transportation · ALN 20.513 · Through Oki Regional Transit Authority$499K
Nutrition Services Incentive ProgramDepartment of Health and Human Services · ALN 93.053 · Through Council on Aging of Southwestern Ohio and 1 more$172K
Coronavirus State and Local Fiscal Recovery FundsDepartment of the Treasury · ALN 21.027 · Through Northern Kentucky Area Development District$133K

Plus 3 smaller programs.

The auditor reported no findings.

Year ending Dec 2023 · $2.8M federal money spent
Special Programs for the Aging, Title III, Part C, Nutrition ServicesDepartment of Health and Human Services · ALN 93.045 · Through Council on Aging of Southwestern Ohio and 1 more$1.2M
Coronavirus State and Local Fiscal Recovery FundsDepartment of the Treasury · ALN 21.027 · Through Northern Kentucky Area Development District$885K
Special Programs for the Aging, Title III, Part B, Grants for Supportive Services and Senior CentersDepartment of Health and Human Services · ALN 93.044 · Through Council on Aging of Southwestern Ohio$499K
Enhanced Mobility of Seniors and Individuals with DisabilitiesDepartment of Transportation · ALN 20.513 · Through Oki Regional Trnsit Authority$144K
Nutrition Services Incentive ProgramDepartment of Health and Human Services · ALN 93.053 · Through Northern Kentucky Area Development District$69K

Plus 1 smaller program.

The auditor reported no findings.

Year ending Dec 2022 · $2.2M federal money spent
Special Programs for the Aging_title III, Part C_nutrition ServicesDepartment of Health and Human Services · ALN 93.045 · Through Council on Aging of Southwestern Ohio and 1 more$1.2M
Special Programs for the Aging_title III, Part B_grants for Supportive Services and Senior CentersDepartment of Health and Human Services · ALN 93.044 · Through Council on Aging of Southwestern Ohio$612K
Emergency Food and Shelter National Board ProgramDepartment of Homeland Security · ALN 97.024 · Through United Way of Greater Cincinnati$254K
National Organizations of State and Local OfficialsDepartment of Health and Human Services · ALN 93.011 · Through Meals on Wheels of America$99K
Nutrition Services Incentive ProgramDepartment of Health and Human Services · ALN 93.053 · Through Northern Kentucky Area Development District$71K

Plus 2 smaller programs.

The auditor reported no findings.

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$21.1M
Ln 12
Fees for servicesLn 2g$13.7M
Gifts and grantsLn 1h$7.3M
Investment incomeLn 3$151K
Money outPt IX
$15.5M
Ln 25
Programscol B$13.8M
Managementcol C$955K
Fundraisingcol D$717K
Owns and owesPt X
$18.0M
net assets · Ln 32
Cash and savingsLn 1–2$2.8M
Total assetsLn 16$21.7M
LiabilitiesLn 26$3.7M
PeoplePt VI, VII
22
listed · VII A
PaidVII A6
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$7.3M
Government grantsLn 1e$675K
Noncash giftsLn 1g$535K
Fundraising eventsLn 1c$159K
Fees for servicesLn 2g$13.7M
Investment incomeLn 3$151K
Gains on assetsLn 7$7K
Total revenueLn 12$21.1M
Assets in detailPt X, end of year
CashLn 1$2.8M
Cash and savings togetherLn 1–2$2.8M
Pledges and grants receivableLn 3$4.9M
Inventories for sale or useLn 8$223K
Prepaid expenses and deferred chargesLn 9$175K
Land, buildings, equipmentLn 10c$5.5M
InvestmentsLn 11–13$2.9M
Other assetsLn 15$5.1M
Total assetsLn 16$21.7M
LiabilitiesLn 26$3.7M
Net assetsLn 32$18.0M
OperationsPt I, VI
EmployeesI 5205
VolunteersI 6996
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$535K
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$14K
Share of the $427K endowmentSch D 1g3.2%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
LineFY24FY23FY22FY21FY20
End of yearLn 1g$427K$399K$304K$322K$305K
AddedLn 1b$54K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$3.1M$2.8M
InvestmentsLn 11–13$2.7M$2.9M
Land, buildings, equipmentLn 10c$4.9M$5.5M
Total assetsLn 16$17.8M$21.7M
LiabilitiesLn 26$5.5M$3.7M
Net assetsLn 32$12.2M$18.0M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$525K$252K$193K$80K
Other salaries and wagesLn 7$5.7M$5.2M$254K$169K
Pension plan contributionsLn 8$154K$143K$6K$4K
Other employee benefitsLn 9$544K$505K$22K$17K
Payroll taxesLn 10$448K$404K$28K$16K
Legal feesLn 11b$30K$20K$10K$100
Accounting feesLn 11c$84K$84K
Lobbying feesLn 11d$24K$24K
Professional fundraising feesLn 11e$192K$192K
Investment management feesLn 11f$14K$14K
Other fees for servicesLn 11g$429K$350K$71K$8K
Advertising and promotionLn 12$112K$25K$77K$10K
Office expensesLn 13$886K$832K$10K$45K
Information technologyLn 14$336K$249K$59K$28K
OccupancyLn 16$255K$238K$14K$2K
Conferences, conventions and meetingsLn 19$7K$4K$2K$345
InterestLn 20$5K$5K
Depreciation, depletion and amortizationLn 22$447K$430K$14K$3K
InsuranceLn 23$308K$294K$11K$2K
Other expenses (24a–d)Ln 24$5.0M$4.8M$85K$115K
Total functional expensesLn 25$15.5M$13.8M$955K$717K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Sep 8, 2025 $21.1M$15.5M$5.6M$18.0M 990 PDF
FY2023Filed with the IRS Nov 13, 2024 $15.5M$15.0M$531K$12.2M 990 PDF
FY2022Filed with the IRS Nov 13, 2023 $14.0M$14.3M−$209K$11.3M 990 PDF
FY2021Filed with the IRS Nov 10, 2022 $8.7M$11.6M−$2.9M$12.2M 990 PDF
FY2020Filed with the IRS Nov 15, 2021 $12.9M$7.5M$5.4M$13.0M 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants M · Noncash O · Explanations
See the full FY2024 990
Part I · Summary $21,099,117 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,656,416$7,263,417
I-9 Program service revenuePrior year $12,435,472$13,735,476
I-10 Investment incomePrior year $416,499$157,619
I-11 Other revenuePrior year −$1,897−$57,395
I-12 Total revenuePrior year $15,506,490$21,099,117
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $6,915,771$7,341,158
I-16a Professional fundraising feesPrior year $299,916$192,234
I-17 Other expensesPrior year $7,759,362$7,936,179
I-18 Total expensesPrior year $14,975,049$15,469,571
I-19 Revenue less expensesPrior year $531,441$5,629,546
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $21,099,117 across 12 lines filed
Lines not itemized here account for $1,300 of total revenue; see the IRS return.
VIII-1a Federated campaigns$71,439
VIII-1c Fundraising events$158,583
VIII-1e Government grants$674,884
VIII-1f All other contributions, gifts and grants$6,358,511
VIII-1g Noncash contributions (included above)$535,413
VIII-1h Total contributions, gifts and grants$7,263,417
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $13,735,476$13,735,476
VIII-3 Investment incomeExcluded from tax $151,080$151,080
VIII-7 Net gain or loss on sales of assetsExcluded from tax $6,539$6,539
VIII-8 Net income from fundraising eventsExcluded from tax −$93,655−$93,655
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $34,960$34,960
VIII-12 Total revenueRelated to mission $13,735,476 · Unrelated business $0 · Excluded from tax $100,224$21,099,117
Part IX · Statement of functional expenses $15,469,571 across 20 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $252,440 · Management $193,346 · Fundraising $79,601$525,387
IX-7 Other salaries and wagesPrograms $5,246,924 · Management $254,275 · Fundraising $169,028$5,670,227
IX-8 Pension plan contributionsPrograms $143,226 · Management $6,486 · Fundraising $3,945$153,657
IX-9 Other employee benefitsPrograms $504,585 · Management $21,674 · Fundraising $17,275$543,534
IX-10 Payroll taxesPrograms $404,167 · Management $27,752 · Fundraising $16,434$448,353
IX-11b Legal feesPrograms $20,308 · Management $10,086 · Fundraising $100$30,494
IX-11c Accounting feesManagement $84,130$84,130
IX-11d Lobbying feesFundraising $24,000$24,000
IX-11e Professional fundraising feesFundraising $192,234$192,234
IX-11f Investment management feesManagement $13,849$13,849
IX-11g Other fees for servicesPrograms $349,517 · Management $71,288 · Fundraising $8,365$429,170
IX-12 Advertising and promotionPrograms $24,877 · Management $76,571 · Fundraising $10,386$111,834
IX-13 Office expensesPrograms $831,964 · Management $9,830 · Fundraising $44,630$886,424
IX-14 Information technologyPrograms $249,371 · Management $58,649 · Fundraising $28,433$336,453
IX-16 OccupancyPrograms $238,413 · Management $14,379 · Fundraising $2,496$255,288
IX-19 Conferences, conventions and meetingsPrograms $4,220 · Management $2,309 · Fundraising $345$6,874
IX-20 InterestPrograms $4,982$4,982
IX-22 Depreciation, depletion and amortizationPrograms $429,672 · Management $14,072 · Fundraising $2,893$446,637
IX-23 InsurancePrograms $294,342 · Management $11,455 · Fundraising $2,241$308,038
IX-24 Other expenses (24a–d)Programs $4,798,009 · Management $85,298 · Fundraising $114,699$4,998,006
IX-25 Total functional expensesPrograms $13,797,017 · Management $955,449 · Fundraising $717,105$15,469,571
Part X · Balance sheet $21,691,154 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $3,120,418$2,833,606
X-3 Pledges and grants receivableStart of year $1,565,400$4,899,689
X-8 Inventories for sale or useStart of year $171,920$222,657
X-9 Prepaid expenses and deferred chargesStart of year $115,606$175,246
X-10c Land, buildings and equipment, netStart of year $4,870,193$5,531,284
X-11 Publicly traded securitiesStart of year $2,740,983$2,933,176
X-15 Other assetsStart of year $5,181,171$5,095,496
X-16 Total assetsStart of year $17,765,691$21,691,154
X-17 Accounts payable and accrued expensesStart of year $1,025,489$943,866
X-19 Deferred revenueStart of year $40,260$19,056
X-21 Escrow or custodial accountsStart of year $431,873$432,466
X-23 Secured mortgages and notes payableStart of year $3,485,731$2,333,409
X-25 Other liabilitiesStart of year $559,824$0
X-26 Total liabilitiesStart of year $5,543,177$3,728,797
X-27 Net assets without donor restrictionsStart of year $11,066,382$11,858,583
X-28 Net assets with donor restrictionsStart of year $1,156,132$6,103,774
X-32 Total net assets or fund balancesStart of year $12,222,514$17,962,357
X-33 Total liabilities and net assetsStart of year $17,765,691$21,691,154
Part XI · Reconciliation of net assets $17,962,357 net assets at year end
XI-1 Total revenue$21,099,117
XI-2 Total expenses$15,469,571
XI-3 Revenue less expenses$5,629,546
XI-4 Net assets at start of year$12,222,514
XI-5 Net unrealized gains (losses) on investments$110,297
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$17,962,357

Form 990 e-file FY2024 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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