Wesley Manor INC FY2020 filing

Tax-deductible

Orlando, FL501(c)(3)Since 1961Human ServicesEIN 59-0872675Revenue $23.3M in FY2020

On file with the IRS80 W Lucerne Cir, 32801-3779 · Orlando, FLTax-exempt since Mar 1965Publicly supported — 509(a)(2)

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Wesley Manor, INC. Is a church related, non-profit community service organization dedicated and committed to providing services for older adults and persons with special needs by creating and preserving an excellent residential and health care community promoting wellness and encouraging active and healthy lifestyle choices. Wesley Manor, INC. Believes in and is committed to honoring each person's dignity, rights, self-respect and independence. Wesley Manor, INC. Is committed to a program of stewardship that recognizes its responsibility to use its resources well.

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
$637K 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $1.6M a year · 6% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$637K
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
2 mo
of spending, in cash
Fine: 1.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $428K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$73.3M
100% of total assets
Concern: liabilities are 100% of assets; over 80%.
Pt X · Ln 26
Independent board members
19
of 19 voting members
Looks good: 19 of 19 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$23.3M
Spent
$22.7M
To programs
84%
Net assets
$135K
By yearFY2020–FY2025
Revenue
$23.3M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$23.3M
FY2021$23.5M
FY2022$23.1M
FY2023$26.4M
FY2024$29.8M
FY2025$31.8M
Expenses
$22.7M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$22.7M
FY2021$21.7M
FY2022$22.1M
FY2023$24.9M
FY2024$27.3M
FY2025$29.4M
Net assets
$135K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$135K
FY2021$5.1M
FY2022$4.5M
FY2023$4.5M
FY2024$9.0M
FY2025$11.1M

From the FY2020 Form 990 (year ending March 2020) · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1965.

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

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $19.2M Management & general 15% · $3.4M Fundraising 0% · $91K

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

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Who runs it and what they're paid

27 people listed on the 990; $637K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Dir of Sales
$173,303Pt VII · Sec A
Director of
$126,038Pt VII · Sec A
Sales Counse
$115,178Pt VII · Sec A
Mds Coordina
$111,890Pt VII · Sec A
Therapy Prog
$111,087Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Bruce Maul’s $186K as Sales Counse is at the 37th 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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Bruce Maul$185,826$170,380$111,263——$115,178
Kathleen Weber—————$173,303
Amy Mixon$154,247—————
Elizabeth McCoy$144,145$147,889$118,927$112,568—$111,890
Rebecca McDuffie$145,905$142,744————
Franco Patacsil$133,764$128,257$123,372$118,982$120,443$111,087
Kimberly Pagana————$118,674$126,038
Daniel Carr—$117,947$107,399$101,311——

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

Provides excellent residential and health care for older adults and those with special needs.

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Provided by the organization

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1 program · $19.2M · in their own filed words · FY2019
01

Home for the aged that provides housing, dining, health care and other services for older adults and persons with special needs. 398 clients were served.

$19.2Mprogram 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 · FY2024
Total grants receivedfrom 1 funder$428K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$23.3M
Ln 12
Fees for servicesLn 2g$22.7M
Investment incomeLn 3$389K
Gifts and grantsLn 1h$190K
Money outPt IX
$22.7M
Ln 25
Programscol B$19.2M
Managementcol C$3.4M
Fundraisingcol D$91K
Owns and owesPt X
$135K
net assets · Ln 32
Cash and savingsLn 1–2$2.9M
Total assetsLn 16$73.4M
LiabilitiesLn 26$73.3M
PeoplePt VI, VII
27
listed · VII A
PaidVII A5
Voting boardVI 1a19
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$190K
Fees for servicesLn 2g$22.7M
Investment incomeLn 3$389K
Gains on assetsLn 7$34K
Total revenueLn 12$23.3M
Assets in detailPt X, end of year
CashLn 1$2.7M
SavingsLn 2$246K
Cash and savings togetherLn 1–2$2.9M
InvestmentsLn 11–13$7.1M
Land, buildings, equipmentLn 10c$37.1M
Other assetsLn 15$23.0M
Total assetsLn 16$73.4M
LiabilitiesLn 26$73.3M
Net assetsLn 32$135K
OperationsPt I, VI
EmployeesI 5379
VolunteersI 6338
Fiscal year endsHeaderMarch
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$2.9M$2.9M
InvestmentsLn 11–13$6.1M$7.1M
Land, buildings, equipmentLn 10c$36.4M$37.1M
Total assetsLn 16$71.7M$73.4M
LiabilitiesLn 26$71.5M$73.3M
Net assetsLn 32$217K$135K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$8.7M$7.5M$1.2M
Pension plan contributionsLn 8$139K$95K$43K
Other employee benefitsLn 9$805K$735K$69K
Payroll taxesLn 10$704K$625K$79K
Management feesLn 11a$1.1M$273K$772K$91K
Legal feesLn 11b$16K$16K
Accounting feesLn 11c$93K$93K
Advertising and promotionLn 12$230K$230K
Office expensesLn 13−$6K−$6K
OccupancyLn 16$791K$791K
TravelLn 17$19K$19K
Conferences, conventions and meetingsLn 19$35K$14K$21K
InterestLn 20$1.5M$1.5M
Depreciation, depletion and amortizationLn 22$3.3M$3.3M
InsuranceLn 23$431K$431K
Other expenses (24a–d)Ln 24$3.4M$3.4M$18K
All other expensesLn 24e$1.4M$1000K$426K
Total functional expensesLn 25$22.7M$19.2M$3.4M$91K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $31.8M$29.4M$2.4M$11.1M 990 PDF
FY2024 $29.8M$27.3M$2.4M$9.0M 990 PDF
FY2023 $26.4M$24.9M$1.5M$4.5M 990 PDF
FY2022 $23.1M$22.1M$1.0M$4.5M 990 PDF
FY2021 $23.5M$21.7M$1.8M$5.1M 990 PDF
FY2020 Viewing $23.3M$22.7M$574K$135K 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
See the full FY2020 990 (6 parts)
Part I · Summary $23,293,496 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $113,149$189,822
I-9 Program service revenuePrior year $22,080,167$22,714,440
I-10 Investment incomePrior year −$112,081$389,234
I-11 Other revenue$0
I-12 Total revenuePrior year $22,081,235$23,293,496
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $9,596,667$10,347,557
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $12,647,182$12,371,813
I-18 Total expensesPrior year $22,243,849$22,719,370
I-19 Revenue less expensesPrior year −$162,614$574,126
Part VI · Governance 19 of 19 board members independent, no flags
VI-1a Voting members of the governing body19
VI-1b Independent voting members19
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 $23,293,496 across 6 lines filed
VIII-1f All other contributions, gifts and grants$189,822
VIII-1h Total contributions, gifts and grants$189,822
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $22,714,440$22,714,440
VIII-3 Investment incomeExcluded from tax $355,031$355,031
VIII-7 Net gain or loss on sales of assetsRelated to mission −$93,113 · Excluded from tax $127,316$34,203
VIII-12 Total revenueRelated to mission $22,621,327 · Excluded from tax $482,347$23,293,496
Part IX · Statement of functional expenses $22,719,370 across 17 lines filed
IX-7 Other salaries and wagesPrograms $7,474,976 · Management $1,225,063$8,700,039
IX-8 Pension plan contributionsPrograms $95,292 · Management $43,284$138,576
IX-9 Other employee benefitsPrograms $735,449 · Management $69,333$804,782
IX-10 Payroll taxesPrograms $624,939 · Management $79,221$704,160
IX-11a Management feesPrograms $272,618 · Management $772,417 · Fundraising $90,873$1,135,908
IX-11b Legal feesManagement $16,471$16,471
IX-11c Accounting feesManagement $92,709$92,709
IX-12 Advertising and promotionManagement $230,197$230,197
IX-13 Office expensesManagement −$6,449−$6,449
IX-16 OccupancyPrograms $791,087$791,087
IX-17 TravelManagement $19,353$19,353
IX-19 Conferences, conventions and meetingsPrograms $13,702 · Management $21,358$35,060
IX-20 InterestPrograms $1,528,497$1,528,497
IX-22 Depreciation, depletion and amortizationPrograms $3,289,509$3,289,509
IX-23 InsuranceManagement $430,851$430,851
IX-24 Other expenses (24a–d)Programs $3,365,224 · Management $17,520$3,382,744
IX-24e All other expensesPrograms $999,970 · Management $425,906$1,425,876
IX-25 Total functional expensesPrograms $19,191,263 · Management $3,437,234 · Fundraising $90,873$22,719,370
Part X · Balance sheet $73,389,749 assets, 17 lines filed
Asset lines not itemized here account for $1,897,111; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $2,777,084$2,691,177
X-2 Savings and temporary cash investmentsStart of year $112,530$246,042
X-4 Accounts receivableStart of year $1,085,020$1,041,698
X-8 Inventories for sale or useStart of year $110,352$83,983
X-9 Prepaid expenses and deferred chargesStart of year $124,561$133,500
X-10c Land, buildings and equipment, netStart of year $36,436,427$37,140,816
X-12 Other securitiesStart of year $6,109,776$7,148,197
X-15 Other assetsStart of year $23,135,691$23,007,225
X-16 Total assetsStart of year $71,683,988$73,389,749
X-17 Accounts payable and accrued expensesStart of year $2,314,896$2,575,866
X-20 Tax-exempt bond liabilitiesStart of year $37,218,831$36,420,068
X-25 Other liabilitiesStart of year $31,933,220$34,259,153
X-26 Total liabilitiesStart of year $71,466,947$73,255,087
X-27 Net assets without donor restrictionsStart of year −$991,440−$1,066,372
X-28 Net assets with donor restrictionsStart of year $1,208,481$1,201,034
X-32 Total net assets or fund balancesStart of year $217,041$134,662
X-33 Total liabilities and net assetsStart of year $71,683,988$73,389,749
Part XI · Reconciliation of net assets $134,662 net assets at year end
XI-1 Total revenue$23,293,496
XI-2 Total expenses$22,719,370
XI-3 Revenue less expenses$574,126
XI-4 Net assets at start of year$217,041
XI-5 Net unrealized gains (losses) on investments−$631,444
XI-7 Investment expenses−$25,061
XI-10 Net assets at end of year$134,662

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

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