Wesley Retirement Services Inc
Public records show a registered, tax-exempt organization in good standing.
What it says it does
GUIDED BY CHRISTIAN COMPASSION, WESLEYLIFE SUPPORTS THE INDEPENDENCE, HEALTH, AND WELL-BEING OF OLDER ADULTS WHEREVER THEY CALL HOME. AS A NON-PROFIT ORGANIZATION, WE UNDERSTAND OUR RESPONSIBILITY AND OBLIGATION TO OPERATE WITH TRANSPARENCY, HONESTY, AND INTEGRITY IN ALL WE DO. OUR ORGANIZATIONAL CORE VALUES ARE QUALITY, EXCELLENCE, HOSPITALITY AND INNOVATION. WE ARE COMMITTED TO BE GOOD STEWARDS OF OUR RESIDENTS' RESOURCES TO IMPROVE THE LIVES OF THOSE WE SERVE.
- Income
- $110.7 million
- Spending
- $108.7 million
- Spent on programs
- 92%
- Reserves
- -21.7 months of spending
- Largest source of income
- fees for its services, 95%
- Employees
- 3,189
- Volunteers
- 500
- Highest pay
- $960,534, president & ceo
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Weak: 37 out of 100. Higher than 9% of charities in its peer group (human services, over $100m).
Reserves
0 of 35Spendable reserves are negative: it owes or has committed more than it holds.
Debt
2 of 20It owes 90% of what it owns.
Living within its means
12 of 15Income exceeded spending by 2% of income.
Income trend
15 of 15Income rose 3% on the year before.
Spending floor
8 of 1591% of spending went to programs and raising each dollar of donations cost 44 cents.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 100 out of 100. Higher than 29% of charities in its peer group (human services, over $100m).
Independent board
25 of 2512 of 12 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (1)
- $99.5 million spent. OUR COMMUNITY BENEFITS FROM 2024 INCLUDE: -ACROSS THE ORGANIZATION, NEARLY 400 RESIDENTS WHO DEPLETED THEIR FINANCIAL RESOURCES THROUGH NO FAULT OF THEIR OWN RECEIVED A TOTAL OF $4,354,793 IN CHARITABLE ASSISTANCE THROUGH GOOD SAMARITAN OR GOOD SHEPHERD FUNDS TO ALLOW THEM TO REMAIN IN THEIR APARTMENTS OR TOWNHOMES.WESLEYLLIFE WIDE TOTA CHARITY CARE WAS $6,549,809.-IN 2024, IN INCREASING OUR REACH TO UNDERSERVED COMMUNITY MEMBERS, MEDICAID DAYS INCREASED BY 10% OVER LAST YEAR TO 72,776 DAYS. -COMMUNITY MEMBERS PARTICIPATED IN VARIOUS SUPPORT GROUPS OFFERED AT OUR COMMUNITIES, INCLUDING GROUPS FOR THOSE LIVING WITH ALZHEIMER'S DISEASE AND OTHER DEMENTIAS AS WELL AS CANCER AND PARKINSON'S DISEASE, AND SEVERAL OF OUR COMMUNITIES ALSO OFFER ROCK STEADY BOXING, A NATIONALLY RECOGNIZED CURRICULUM THAT CAN SLOW THE PROGRESSION OF PARKINSON'S. GROUPS ARE ALSO OPEN TO RESIDENTS' CAREGIVERS AND LOVED ONES.-WE OFFERED LUNCH-AND-LEARNS AND OTHER EDUCATIONAL PROGRAMMING DESIGNED TO PROMOTE HEALTH AND WELL-BEING AMONG OUR RESIDENTS, CLIENTS, AND TEAM MEMBERS.-MORE THAN 494 VOLUNTEERS PROVIDED MORE THAN 19,300 VOLUNTEER HOURS TO RESIDENTS, CLIENTS, AND TEAM MEMBERS. AS WE ARE INTEGRATED MEMBERS OF THE GREATER COMMUNITIES IN WHICH WE ARE LOCATED, OUR IMPACT DOES NOT STOP AT OUR DOORS. WE COLLECTED AND DONATED CLOTHING, COATS, BOOKS, HOUSEHOLD AND CLEANING SUPPLIES, PET FOOD, AND MORE TO AREA CHARITIES.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2024.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since June 1950.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.