Civic Intelligence

Altadena Meals on Wheels

990EZ • Fiscal year 2014 • EIN 23-7297780

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 14, 2015

PO Box 742Altadena, CA 91003-0742

(626) 794-0313

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

59th percentile

7.8%

Faster revenue growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$23,588

Down $5,448 (-19%) from 2013

Net Assets

Down

$23,588

Down $5,448 (-19%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$23,334

Up $1,680 (+7.8%) from 2013

Expenses

Up

$28,782

Up $6,867 (+31%) from 2013

Net Income

Down

-$5,448

Down $5,187 (-1987%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$30K$20K$10K$0Assets 2010: $31,533Net Assets 2010: $31,5332010Assets 2011: $31,526Net Assets 2011: $31,5262011Assets 2012: $29,297Net Assets 2012: $29,2972012Assets 2013: $29,036Net Assets 2013: $29,0362013Assets 2014: $23,588Net Assets 2014: $23,5882014Assets 2015: $22,149Net Assets 2015: $22,1492015Assets 2016: $25,563Net Assets 2016: $25,5632016Assets 2017: $26,187Net Assets 2017: $26,1872017Assets 2018: $26,257Net Assets 2018: $26,2572018Assets 2019: $26,858Net Assets 2019: $26,8582019

Highlighted filing

2014

Assets$23,588
Liabilities-
Net Assets$23,588

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10KRevenue 2010: $19,171Expenses 2010: $20,146Net Income 2010: -$9752010Revenue 2011: $16,624Expenses 2011: $16,631Net Income 2011: -$72011Revenue 2012: $18,148Expenses 2012: $20,376Net Income 2012: -$2,2282012Revenue 2013: $21,654Expenses 2013: $21,915Net Income 2013: -$2612013Revenue 2014: $23,334Expenses 2014: $28,782Net Income 2014: -$5,4482014Revenue 2015: $19,436Expenses 2015: $20,875Net Income 2015: -$1,4392015Revenue 2016: $17,891Expenses 2016: $14,478Net Income 2016: $3,4132016Revenue 2017: $16,173Expenses 2017: $15,548Net Income 2017: $6252017Revenue 2018: $16,144Expenses 2018: $16,074Net Income 2018: $702018Revenue 2019: $19,702Expenses 2019: $19,102Net Income 2019: $6002019

Highlighted filing

2014

Revenue$23,334
Expenses$28,782
Net Income-$5,448
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 14, 2015
Return Version
2014v5.0
Gross Receipts
$23,334
Mission and Program Overview

Mission

Provide nourishing meals to disabled and shut-ins

Providing meals to disabled and shut-ins

Program Services

DescriptionGrantsExpenses
Cost of providing 4115 meals to disabled, shut-ins, post hospital persons. Deliver an average 15.8 meals daily, 5 days week, aprox 26 drivers, helpers, volunteers. Meals prepared by YWCA Intervale Senior Services.-$22,782
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann HaecklPresident-$0--
Jane ReizSecretary-$0--
Phyllis MerrillTreasurer-$0--
Jack StreeterSchedulerPT$0--
Filing and Contact Details

Filer

Filer Name
Altadena Meals on Wheels
EIN
23-7297780
Phone
6267940313
Address
PO BOX 742, ALTADENA, CA 91003-0742

Signing Officer

Name
Phyllis Merrill
Title
Treasurer
Signed
2015-10-14
Discuss with paid preparer
No

Preparer

Firm
Sandra Klingbail TaxPro Services
Address
1800 S Myrtle Av, Monrovia, CA 91016
Preparer
Sandra Klingbail
Phone
6263573236
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

ATT Dec 2013 phone bill paid Jan 2014 81

Form 990-EZ, Part I, Line 8, Other Revenue

Transfer funds from Savings 6,000

Form 990-EZ, Part I, Line 16, Other Expenses

Cost of meal preparation 20,127

Form 990-EZ, Part I, Line 16, Other Expenses

Bank Fees 72

Form 990-EZ, Part I, Line 16, Other Expenses

Checks Printed 36

Form 990-EZ, Part I, Line 16, Other Expenses

Telephone 1,243

Form 990-EZ, Part I, Line 16, Other Expenses

Accounting records 80

Form 990-EZ, Part I, Line 16, Other Expenses

Postage, misc. office, auto signs 120

Form 990-EZ, Part I, Line 16, Other Expenses

Tax Forms Preparation 185

Form 990-EZ, Part I, Line 16, Other Expenses

Franchise Tax Filing Fee 50

Form 990-EZ, Part I, Line 16, Other Expenses

PO Box Rental 128

Form 990-EZ, Part I, Line 16, Other Expenses

Gifts - Kitchen help 350

Form 990-EZ, Part I, Line 16, Other Expenses

Refund on meals 391

Form 990-EZ, Part I, Line 16, Other Expenses

Savings disbursement to checking 6,000

Raw XML Appendix182 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0PHYLLIS MERRILL
IRS990EZ/BooksInCareOfDetail/PhoneNum06267940313
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0630 E HUNTINGTON DR Ste 121
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ARCADIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091007
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029036
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023588
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5448
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029036
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023588
IRS990EZ/GrossReceiptsAmt023334
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0209
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029036
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023588
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029036
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023588
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2004.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3012.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ann Haeckl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jane Reiz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Phyllis Merrill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jack Streeter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Scheduler
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028782
IRS990EZ/OtherRevenueTotalAmt06081
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Providing meals to disabled and shut-ins
IRS990EZ/ProgramServiceRevenueAmt017044
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Cost of providing 4115 meals to disabled, shut-ins, post hospital persons. Deliver an average 15.8 meals daily, 5 days week, aprox 26 drivers, helpers, volunteers. Meals prepared by YWCA Intervale Senior Services.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022782
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt028782
IRS990EZ/TotalProgramServiceExpensesAmt022782
IRS990EZ/TotalRevenueAmt023334
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Part III Section B Line 12 Disbursement from Savings account to Checking Account in amount of 6000. to pay expenses. Also the amount of 80.99 was credited back to checking account for a voided check in December 2013. Total other receipts for Line Number 12 is 6081.
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0600
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0209
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0300
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0295
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0283
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0387
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01474
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt017044
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt021353
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt017253
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt016341
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018712
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt090703
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0209
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0300
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0295
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0283
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0387
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01474
IRS990ScheduleA/InvestmentIncomeCYPct00.01490
IRS990ScheduleA/InvestmentIncomePYPct00.02030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt06081
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt072
IRS990ScheduleA/OtherIncome509Grp/TotalAmt06153
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.92290
IRS990ScheduleA/PublicSupportPY509Pct00.92380
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt091303
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt017044
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt021353
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017853
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt016341
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt018712
IRS990ScheduleA/Total509Grp/TotalAmt091303
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt023334
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt021653
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt018148
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt016624
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt019171
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt098930
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ATT Dec 2013 phone bill paid Jan 2014 81
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Transfer funds from Savings 6,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Cost of meal preparation 20,127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Fees 72
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Checks Printed 36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Telephone 1,243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounting records 80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Postage, misc. office, auto signs 120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Tax Forms Preparation 185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Franchise Tax Filing Fee 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PO Box Rental 128
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Gifts - Kitchen help 350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Refund on meals 391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Savings disbursement to checking 6,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0PHYLLIS MERRILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALTADENA MEALS ON WHEELS
ReturnHeader/Filer/BusinessNameControlTxt0ALTA
ReturnHeader/Filer/EIN0237297780
ReturnHeader/Filer/PhoneNum06267940313
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 742
ReturnHeader/Filer/USAddress/CityNm0ALTADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0910030742
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sandra Klingbail TaxPro Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01800 S Myrtle Av
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monrovia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091016
ReturnHeader/PreparerPersonGrp/PhoneNum06263573236
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sandra Klingbail
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-10-15T10:32:26-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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