2025-05-15T15:59:01-05:00 2024-06-30 994625061 CRI ADVISORS LLC 1601 2ND AVENUE EAST ONEONTA AL 35121 990 2023-07-01 631190834 WESLEY ACRES II A METHODIST HOME FOR THE AGING INC WESL 2059512442 1520 COOPER HILL ROAD BIRMINGHAM AL 35210 MIKE FAULKNER CFO 2059512442 2025-05-15 1 0 JONATHAN D THOMAS P00833737 2055176914 2025-05-14 2023 2025-03-06 01:10:19Z CHRISTOPHER W TOMLIN 1520 COOPER HILL ROAD BIRMINGHAM AL 35210 80012 0 X METHODISTHOMES.ORG X 1997 AL PROVIDE SUBSIDIZED HOUSING FOR THE ELDERLY. 4 4 0 4 0 0 0 0 83147 79263 7 4 512 745 83666 80012 0 0 0 0 27691 20855 0 0 0 84189 93270 111880 114125 -28214 -34113 641271 616605 54097 63543 587174 553062 PROVIDE SUBSIDIZED HOUSING FOR THE ELDERLY. 0 0 95605 80008 TO PROVIDE LOW-INCOME HOUSING THROUGH HUD SECTION 202 AND SECTION 8 PROGRAMS. 95605 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X MIKE FAULKNER 2059512442 1520 COOPER HILL ROAD BIRMINGHAM AL 35210 ROBERT C SCALES SR PRESIDENT 0.00 X X 0 0 0 CARL R LONG VICE PRESIDENT 0.00 X X 0 0 0 ROBERT L MCKEE III SECRETARY 0.00 X X 0 0 0 CHRISTOPHER W TOMLIN PRESIDENT & CEO 1.00 50.00 X 0 417254 0 0 417254 0 0 0 1 0 0 RENT INCOME-GROSS POTE 78063 78063 TENANT ASSISTANCE PAYM 24842 24842 TENANT CHARGES 370 370 MISC. RENT REVENUE 300 300 VACANCY LOSSES -24312 -24312 79263 4 4 LAUNDRY & VENDING INCO 745 745 745 80012 80008 0 4 18338 18338 1031 1031 1486 1486 5170 5170 13350 13350 2772 2772 22348 22348 33630 33630 9992 9992 OPERATING/MAINTENANCE E 5942 5942 OTHER EXPENSES 66 66 114125 95605 18520 0 3610 11487 5855 7640 8856 9223 1349886 769292 598420 580594 24530 7661 641271 616605 10483 15038 43614 48505 54097 63543 X -472916 -507028 1060090 1060090 587174 553062 641271 616605 -34113 0 X X 0 1 X 1 1 1 X 84999 81459 83374 83147 79263 412242 84999 81459 83374 83147 79263 412242 0 0 0 412242 17 6 1 7 4 35 17 6 1 7 4 35 512 745 1257 85016 81465 83375 83666 80012 413534 0.99690 0.99870 0.00010 0.00010 X 36002 36002 1168073 637393 530680 99366 85454 13912 46445 46445 0 580594 TENANT SECURITY DEPOSITS 5687 DUE TO AFFILIATES 42043 BANK OVERDRAFT - OPERATIONS 775 48505 X 80012 0 80012 0 80012 114125 0 114125 0 114125 PART X, LINE 2: WESLEY ACRES II IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, NOT-FOR-PROFIT PURPOSES. THE INTERNAL REVENUE SERVICE HAS, IN PRIOR YEARS, ISSUED ITS DETERMINATION LETTER REFLECTING THAT WESLEY ACRES II - A METHODIST HOME FOR THE AGING IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO INCOME TAX PROVISION HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WESLEY ACRES II IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS UP TO AND INCLUDING 2020. X X X X 0 1 0 0 0 0 0 0 0 CHRISTOPHER W TOMLIN PRESIDENT & CEO 0 417254 0 0 0 0 0 0 0 0 0 417254 0 0 PART I, LINE 3: COMPENSATION PROCESS FOR TOP OFFICIALS- THE FINANCE COMMITTEE OF THE BOARD OF THE METHODIST HOME FOR THE AGING SHALL SET THE COMPENSATION FOR THE EXECUTIVE STAFF. THE EXECUTIVE STAFF SHALL RECOMMEND COMPENSATION FOR KEY EMPLOYEES AND STAFF AT ALL THE FACILITIES. THE RECOMMENDATIONS ARE REVIEWED, APPROVED OR MODIFIED BY THE FINANCE COMMITTEE. WESLEY ACRES II OFFICERS ARE NOT COMPENSATED. PART I, LINE 4B: CHRISTOPHER TOMLIN $22,500 IN NONQUALIFIED BENEFIT FORM 990, PART VI, SECTION A, LINE 3 WESLEY ACRES II HAS A HUD APPROVED MANAGEMENT CONTRACT WITH METHODIST HOME FOR THE AGING (THE SPONSOR AND CONTROLLING ENTITY). WESLEY ACRES II BOARD/OFFICERS ARE APPOINTED BY THE BOARD OF METHODIST HOME FOR THE AGING A 501(C)3 NOT FOR PROFIT CORPORATION ORGANIZED TO PROVIDE LONG TERM CARE FOR THE AGING. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE METHODIST HOME FOR THE AGING EXECUTIVE STAFF AND WESLEY ACRES II OFFICERS. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY-ALL INTERESTED PERSONS MUST SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. A CONFLICT OF INTEREST COMMITTEE WAS APPOINTED BY THE METHODIST HOME FOR THE AGING BOARD TO MONITOR AND ENFORCE CONFLICT OF INTEREST ISSUES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIALS- THE FINANCE COMMITTEE OF THE BOARD OF THE METHODIST HOME FOR THE AGING SHALL SET THE COMPENSATION FOR THE EXECUTIVE STAFF. THE EXECUTIVE STAFF SHALL RECOMMEND COMPENSATION FOR KEY EMPLOYEES AND STAFF AT ALL THE FACILITIES. THE RECOMMENDATIONS ARE REVIEWED, APPROVED OR MODIFIED BY THE FINANCE COMMITTEE. COMPENSATION PROCESS FOR OFFICERS- WESLEY ACRES II OFFICERS ARE NOT COMPENSATED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION- BY APPOINTMENT, EXAMINATION CAN BE MADE AT 1520 COOPER HILL ROAD, BIRMINGHAM, AL 35210. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ANY PROCESSES FROM PRIOR YEARS. METHODIST HOME FOR THE AGING 1521 COOPER HILL ROAD BIRMINGHAM AL 35210 630376518 RETIREMENT AL 501(C)(3) LINE 10 NO 0 WESLEY ACRES 700 CEDAR LAKE ROAD SW501 DECATUR AL 35603 630777878 HUD HOUSING AL 501(C)(3) LINE 10 NO 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 METHODIST HOME FOR THE AGING M 5170 ACTUAL VALUE WESLEY ACRES O 23457 ACTUAL VALUE