Wesley Community Services Organization FY2020 filing

Tax-deductible

Cincinnati, OH501(c)(3)Since 1949Human ServicesEIN 31-0537097Revenue $12.9M in FY2020

On file with the IRSmuchmorethanameal.org2091 Radcliff Dr, 45204-1853 · Cincinnati, OHTax-exempt since Sep 2014Publicly supported — 509(a)(2)

This page gets seen. Tell your story. Claim this org.

To promote the independence and enhance the life of seniors.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
$234K 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

FY2020 · 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
3 of 5
filings with a surplus
Average surplus $1.7M a year · 12% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$234K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
9 mo
of spending, in cash
Looks good: 8.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $165K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.1M
8% of total assets
Looks good: liabilities are 8% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$12.9M
Spent
$7.5M
To programs
83%
Net assets
$13.0M
By yearFY2020–FY2024
Revenue
$12.9M
FY2020
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
$7.5M
FY2020
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
$13.0M
FY2020
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 FY2020 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2020 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 Sep 2014.

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

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $6.2M Management & general 13% · $994K Fundraising 4% · $265K

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

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

11 people listed on the 990; $234K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$131,694Pt VII · Sec A
Director of Finance
$102,111Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$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 →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

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.

Questions for Wesley Community Services Organization

Tap to ask. Wesley Community Services Organization sees how many people are interested.

Your first name shows with your question. Wesley Community Services Organization answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

3 programs · $6.2M · in their own filed words · FY2020
01

Meals on Wheels

27 nutritionally balanced meals are prepared by our kitchen staff and delivered to seniors who need in-home meal services. Meals are specialized to meet the dietary restrictions of our clients.

$5.9Mprogram expense
02

Specialized Transportation

Senior transportation program provides safe door-to-door transportation options for seniors and persons with disabilities who can no longer drive.

$227Kprogram expense
03

Independent Living Assistance

Social Service workers help with budgeting, bill paying, banking, and applying for government programs.

$109Kprogram 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

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$12.9M
Ln 12
Fees for servicesLn 2g$6.4M
Gifts and grantsLn 1h$5.8M
Other incomeLn 4–11$409K
Money outPt IX
$7.5M
Ln 25
Programscol B$6.2M
Managementcol C$994K
Fundraisingcol D$265K
Owns and owesPt X
$13.0M
net assets · Ln 32
Cash and savingsLn 1–2$5.4M
Total assetsLn 16$14.1M
LiabilitiesLn 26$1.1M
PeoplePt VI, VII
11
listed · VII A
PaidVII A2
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.8M
Government grantsLn 1e$543K
Noncash giftsLn 1g$42K
Fundraising eventsLn 1c$20K
Fees for servicesLn 2g$6.4M
Investment incomeLn 3$247K
Other incomeLn 4–11$409K
Gains on assetsLn 7$118K
Total revenueLn 12$12.9M
Assets in detailPt X, end of year
CashLn 1$5.4M
Cash and savings togetherLn 1–2$5.4M
InvestmentsLn 11–13$4.8M
Land, buildings, equipmentLn 10c$3.1M
Other assetsLn 15$13K
Total assetsLn 16$14.1M
LiabilitiesLn 26$1.1M
Net assetsLn 32$13.0M
OperationsPt I, VI
EmployeesI 5205
VolunteersI 6996
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$449K$5.4M
InvestmentsLn 11–13$4.5M$4.8M
Land, buildings, equipmentLn 10c$3.0M$3.1M
Total assetsLn 16$8.8M$14.1M
LiabilitiesLn 26$1.3M$1.1M
Net assetsLn 32$7.5M$13.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$238K$95K$95K$48K
Other salaries and wagesLn 7$2.5M$2.0M$355K$134K
Pension plan contributionsLn 8$28K$23K$4K$1K
Other employee benefitsLn 9$127K$97K$22K$8K
Payroll taxesLn 10$264K$202K$46K$17K
Legal feesLn 11b$32K$11K$17K$4K
Accounting feesLn 11c$34K$11K$19K$4K
Professional fundraising feesLn 11e$13K$13K
Investment management feesLn 11f$27K$27K
Other fees for servicesLn 11g$572K$336K$224K$12K
Advertising and promotionLn 12$3K$1K$2K$390
Office expensesLn 13$552K$514K$30K$7K
OccupancyLn 16$89K$81K$6K$2K
TravelLn 17$265K$265K$243$97
Conferences, conventions and meetingsLn 19$1K$343$566$120
InterestLn 20$11K$4K$6K$1K
Depreciation, depletion and amortizationLn 22$244K$221K$18K$5K
InsuranceLn 23$113K$103K$8K$2K
Other expenses (24a–d)Ln 24$2.4M$2.3M$115K$4K
Total functional expensesLn 25$7.5M$6.2M$994K$265K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $21.1M$15.5M$5.6M$18.0M 990 PDF
FY2023 $15.5M$15.0M$531K$12.2M 990 PDF
FY2022 $14.0M$14.3M−$209K$11.3M 990 PDF
FY2021 $8.7M$11.6M−$2.9M$12.2M 990 PDF
FY2020 Viewing $12.9M$7.5M$5.4M$13.0M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $12,896,705 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $538,912$5,837,495
I-9 Program service revenuePrior year $4,470,608$6,402,729
I-10 Investment incomePrior year $234,082$247,298
I-11 Other revenuePrior year $104,464$409,183
I-12 Total revenuePrior year $5,348,066$12,896,705
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 $2,607,969$3,123,643
I-16a Professional fundraising feesPrior year $0$12,750
I-17 Other expensesPrior year $3,146,229$4,361,139
I-18 Total expensesPrior year $5,754,198$7,497,532
I-19 Revenue less expensesPrior year −$406,132$5,399,173
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
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 $12,896,705 across 12 lines filed
VIII-1a Federated campaigns$32,531
VIII-1c Fundraising events$19,764
VIII-1e Government grants$543,307
VIII-1f All other contributions, gifts and grants$5,241,893
VIII-1g Noncash contributions (included above)$41,511
VIII-1h Total contributions, gifts and grants$5,837,495
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $6,402,729$6,402,729
VIII-3 Investment incomeExcluded from tax $129,221$129,221
VIII-7 Net gain or loss on sales of assetsExcluded from tax $118,077$118,077
VIII-8 Net income from fundraising eventsExcluded from tax $10,781$10,781
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $398,402$398,402
VIII-12 Total revenueRelated to mission $6,402,729 · Unrelated business $0 · Excluded from tax $656,481$12,896,705
Part IX · Statement of functional expenses $7,497,532 across 19 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $95,292 · Management $95,292 · Fundraising $47,646$238,230
IX-7 Other salaries and wagesPrograms $1,976,554 · Management $354,898 · Fundraising $134,161$2,465,613
IX-8 Pension plan contributionsPrograms $22,710 · Management $4,184 · Fundraising $1,447$28,341
IX-9 Other employee benefitsPrograms $97,309 · Management $21,567 · Fundraising $8,151$127,027
IX-10 Payroll taxesPrograms $201,541 · Management $45,543 · Fundraising $17,348$264,432
IX-11b Legal feesPrograms $10,560 · Management $17,405 · Fundraising $3,682$31,647
IX-11c Accounting feesPrograms $11,412 · Management $18,809 · Fundraising $3,979$34,200
IX-11e Professional fundraising feesFundraising $12,750$12,750
IX-11f Investment management feesManagement $26,793$26,793
IX-11g Other fees for servicesPrograms $335,769 · Management $224,124 · Fundraising $12,489$572,382
IX-12 Advertising and promotionPrograms $1,117 · Management $1,841 · Fundraising $390$3,348
IX-13 Office expensesPrograms $514,338 · Management $30,385 · Fundraising $7,388$552,111
IX-16 OccupancyPrograms $80,902 · Management $6,195 · Fundraising $1,816$88,913
IX-17 TravelPrograms $264,764 · Management $243 · Fundraising $97$265,104
IX-19 Conferences, conventions and meetingsPrograms $343 · Management $566 · Fundraising $120$1,029
IX-20 InterestPrograms $3,532 · Management $5,821 · Fundraising $1,232$10,585
IX-22 Depreciation, depletion and amortizationPrograms $220,945 · Management $17,641 · Fundraising $5,292$243,878
IX-23 InsurancePrograms $103,211 · Management $7,903 · Fundraising $2,317$113,431
IX-24 Other expenses (24a–d)Programs $2,298,245 · Management $115,109 · Fundraising $4,364$2,417,718
IX-25 Total functional expensesPrograms $6,238,544 · Management $994,319 · Fundraising $264,669$7,497,532
Part X · Balance sheet $14,131,146 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $449,086$5,408,352
X-3 Pledges and grants receivableStart of year $673,870$573,801
X-8 Inventories for sale or useStart of year $98,445$163,165
X-9 Prepaid expenses and deferred chargesStart of year $84,215$92,202
X-10c Land, buildings and equipment, netStart of year $2,965,569$3,113,633
X-11 Publicly traded securitiesStart of year $4,534,336$4,766,843
X-15 Other assetsStart of year $0$13,150
X-16 Total assetsStart of year $8,805,521$14,131,146
X-17 Accounts payable and accrued expensesStart of year $1,213,466$870,469
X-19 Deferred revenue$21,288
X-26 Total liabilitiesStart of year $1,273,516$1,100,329
X-27 Net assets without donor restrictionsStart of year $7,011,891$12,261,154
X-28 Net assets with donor restrictionsStart of year $520,114$769,663
X-32 Total net assets or fund balancesStart of year $7,532,005$13,030,817
X-33 Total liabilities and net assetsStart of year $8,805,521$14,131,146
Part XI · Reconciliation of net assets $13,030,817 net assets at year end
XI-1 Total revenue$12,896,705
XI-2 Total expenses$7,497,532
XI-3 Revenue less expenses$5,399,173
XI-4 Net assets at start of year$7,532,005
XI-5 Net unrealized gains (losses) on investments$210,982
XI-9 Other changes in net assets−$111,343
XI-10 Net assets at end of year$13,030,817

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.