Nonprofit screen
Screen a listWesley Retirement Services Inc
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(2)
$111Mrevenue
FY2024 · +15% in 3 yrs3,189staff
8 of 8years filed
’17’18’19’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin1.8%
Months of reserve0.9mo
Revenue growth (annualized)+4.9%
Middle half of peersMedianWesley Retirement Services
Where the money goes FY2024 · $109M spent
Programs$99M91%Management and general$8.4M8%Fundraising$848k1%990 FY2024 · Part IX line 25
Worth checking1
Government grants fell 93% in FY2021
$4.6M in FY2020, $301k in FY2021.
990 Part VIIIIn its favor2
Strong governance
12 of 12 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIFunders stay
6 of the 9 funders that gave before FY2021 are still giving.
Funders’ 990-PF grant lists21funders
$353ka year, last 3 years
29%from its largest funder
Funder’17’18’19’20’21’22’23Fred Maytag Family FoundationStopped after FY2022$30k$30k$2.7M$30k$70k$40k–Cora Wagner TrustEvery year since FY2017$90k$94k$96k$94k$96k$109k$106kWashington County Riverboat Foundation IncStopped after FY2019$150k$150k$150k–Vermeer Charitable FoundationOn and off$150k$100kIowa Health Care Association FoundationNew in FY2023$106kPella Rolscreen FoundationOn and off$100kDonor-advised giftsDonors not disclosed$11k$18k$10k$111k$100k$63k6 other fundersUp to $25k a year each$21k$13k$12k$12k$36k$12k$12k
FundedThrough a donor-advised fundStopped