Wesley Enhanced Living

Nonprofit profile at a glance

EIN
230563550
IRS 990 coverage
2010–2025
Official website data refreshed
Sep 2026
Forms available
Form 990 2025
Location
Warminster, PA, USA
Phone
8778243935
Rating
66
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Supportive Housing for Older Adults
Affiliation
Christianity

Official website

Reported finances

Revenue
$17,546,970
Expenses
$20,070,706
Assets
$19,919,564
Liabilities
$35,535,533

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

8 people listed

Highest reported compensation

  • JEFF PETTY (CHAIR): $1,004,112 total reported compensation
  • SHELLEY BALLET (SECRETARY/TREASURER): $417,718 total reported compensation
  • MIKE DESTEFON (EXECUTIVE DIR. (UNTIL 10/25)/COO): $278,349 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To make a compelling difference in the lives of our residents through providing excellence and innovation in aging services. For over 135 years, Wesley Enhanced Living non-profit, continuing care retirement communities (referred to as CCRCs or Life Plan Communities) have been delivering a purpose-filled life to residents. Serving approximately 1,200 senior residents with over 1,100 dedicated employees and five locations throughout the Greater Philadelphia area, the Wesley Enhanced Living communities provide various combinations of independent living, personal care, memory care, rehabilitation, and skilled nursing services. Mission & Values 1 \(2\) Our Mission.

What it reported doing in 2025

The organization operates a non-profit continuing care retirement community, which includes three levels of care: independent living, personal care and a skilled nursing facility consisting of 71 apartments, 40 personal care units, and a 120 bed skilled nursing facility. The community provides aging services to promote general health, welfare and security for the senior residents, and to plan and develop new programs and services to meet the evolving social, health and personal needs of residents. Occupancy for the year was 92.10% for independent living, 59.97% for personal care and 96.24% for nursing.

Operating model

Revenue model
Earned-program. 98% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence.

Rating breakdown

  • Financial Efficiency: 82
  • Transparency & Controls: 71
  • Accountability: 37
  • Sustainability: 17
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 96.5%; rating input score 97
  • Program expense ratio: 84.9%; rating input score 85
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 76th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 3rd percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Limited
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -14.4%; rating input score 4; 4th percentile among comparable filings
  • Total-asset coverage ratio: 0.99; rating input score 29; 29th percentile among comparable filings
  • Liabilities to assets ratio: 1.78; rating input score 1; 1st percentile among comparable filings
  • Officer compensation ratio: 5%; rating input score 58; 58th percentile among comparable filings

Growth

  • Program expense growth: 3% per year; rating input score 100; 24th percentile among comparable filings
  • Revenue growth: 1.8% per year; rating input score 100; 13th percentile among comparable filings
  • Asset growth: -2.9% per year; rating input score 0; 3rd percentile among comparable filings

Details

  • What they do: 1 operating location identified
  • Where the money goes: 96.5% of revenue deployed · 84.9% of spending went to programs
  • Governance: 0 of 3 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $17M in reported program spending
  • Leadership: top reported pay $1M · 8 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 36 of 36 current checks pass
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 15 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • Related organizations: 8 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Independent voting board scored 0/100.
  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Sustainability: Operating margin scored 4/100.
  • High — Sustainability: Total-asset coverage ratio scored 29/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 1/100.
  • Review — Sustainability: Officer compensation ratio scored 58/100.