2024-05-14T11:27:56-05:00 2023-06-30 571157523 Aprio LLP 1200 Corporate Dr Suite 200 Birmingham AL 35242 990 2022-07-01 043743805 Wesley Haven Villa Inc WESL 2059512442 1520 Cooper Hill Road Birmingham AL 35210 Mike Faulkner CFO-MHA 2059512442 2024-05-14 1 Mike Faulkner 999009999 1 Stacy Cullen P00974308 2059915506 2024-05-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z Christopher Tomlin 1520 Cooper Hill Road Birmingham AL 35210 2240192 0 X N/A X 2002 FL To provide affordable housing to the elderly and handicapped. 5 5 106 5 0 0 344170 1487 1648892 2225788 218 989 26029 11928 2019309 2240192 0 0 0 0 964330 1150744 0 0 0 1186303 1405334 2150633 2556078 -131324 -315886 5302743 4854360 7895371 7762874 -2592628 -2908514 To provide affordable housing to the elderly and handicapped. 0 0 2409450 2237716 A fifty-five unit assisted living facility in Pensacola FL for the elderly and handicapped that provides affordable housing. 2409450 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 1 106 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Mike Faulkner 2059512442 1520 Cooper Hill Road Birmingham AL 35210 Terrye Takacs President 0.00 X X 0 0 0 Henry Roberts Vice President 0.00 X X 0 0 0 Jennifer Piver Secretary 0.00 X 0 0 0 Christopher W Tomlin MHA-CEO 1.00 50.00 X 0 384204 0 Michael D Giles MHA-COO 1.00 50.00 X 0 282354 0 0 666558 0 0 0 1 0 0 1487 1487 Program service revenu 531110 2225788 2225788 2225788 989 989 Miscellaneous 531390 11928 11928 11928 2240192 2237716 0 989 971361 971361 641 641 105177 105177 73565 73565 111784 111784 34844 34844 13625 13625 15879 15879 25681 25681 144821 144821 1384 1384 212333 212333 198082 198082 Other Assisted Living E 269647 269647 Financial Expense 192439 192439 Operating and Maintenan 122064 122064 Taxes 62751 62751 2556078 2409450 146628 0 40294 46669 557722 437844 10722 20411 5808 5808 186672 180518 7479353 3316243 4304151 4163110 197374 0 5302743 4854360 326628 538718 60067 6622012 6312306 946731 851783 7895371 7762874 X -2592628 -2908514 -2592628 -2908514 5302743 4854360 -315886 0 X X 0 1 X 1 1 1 X 40828 10761 100708 344170 1487 497954 2141855 2120985 1693646 1716356 2225788 9898630 2182683 2131746 1794354 2060526 2227275 10396584 0 0 0 10396584 800 826 394 218 989 3227 800 826 394 218 989 3227 8588 52028 11928 72544 2183483 2132572 1803336 2112772 2240192 10472355 0.99280 0.99390 0.00030 0.00030 X 752700 752700 6047197 2701622 3345575 614317 549482 64835 65139 65139 0 4163110 Due to affiliate 824783 Refundable security deposit 27000 851783 X 2240192 0 2240192 0 2240192 2556078 0 2556078 0 2556078 Part X, Line 2: The Organization 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 Haven Villa, Inc. 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. The Organization is no longer subject to income tax examinations for fiscal years up to and including 2019. X X X X 0 1 0 0 0 0 0 0 0 Christopher W Tomlin MHA-CEO 0 384204 0 0 0 0 0 0 0 0 0 384204 0 0 Michael D Giles MHA-COO 0 282354 0 0 0 0 0 0 0 0 0 282354 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 Haven Villa Officers are not compensated. Part I, Line 4b Christopher Tomlin $20,496 in Nonqualified Mike Giles $20,496 in Nonqualified Form 990, Part VI, Section A, line 3 Management delegated- Wesley Haven Villa has a HUD approved management contract with Methodist Home for the Aging (the sponsor and controlling entity). Form 990, Part VI, Section B, line 11b The 990 is reviewed by the Methodist Home for the Aging Executive staff and Wesley Haven Villa 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 Haven Villa Officers are not compensated. Form 990, Part VI, Section C, line 18 Governing documents, conflict of interest policy , financial statements, and form 990 are made available for public inspection by appointment, examination can be made at 1520 Cooper Hill Road, Birmingham, AL 35210. Form 990, Part VI, Section C, line 19 Governing documents, conflict of interest policy , financial statements, and form 990 are made available for public inspection 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 year. Methodist Home for the Aging 1521 Cooper Hill Road Birmingham AL 35210 630376518 Retirement AL 501c 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 111784 Actual Value