Civic Intelligence

Meals on Wheels Older Adult Alternatives Of

EIN 23-7331496 • 501(c)3 • Lancaster, OH

Profile

Provide nutrition services, in-home support services, information/referral, and transportation services to older adults in fairfield county

1515 Cedar Hill RoadLancaster, OH 43130

www.mowfc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

36th percentile

0.05x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

27th percentile

0.05x

Higher debt load relative to revenue than 27% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

39th percentile

$104,531

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

81st percentile

20%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

18%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$5,622,816

Up $940,936 (+20%) from 2023

Liabilities

Up

$285,388

Up $29,237 (+11%) from 2023

Net Assets

Up

$5,337,428

Up $911,699 (+21%) from 2023

Operations
Liabilities / Revenue27th percentileNet Margin68th percentile

Revenue

Up

$6,101,564

Up $918,789 (+18%) from 2023

Expenses

Up

$5,189,865

Up $574,561 (+12%) from 2023

Net Income

Up

$911,699

Up $344,228 (+61%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $940,782Liabilities 2010: $454,705Net Assets 2010: $486,0772010Assets 2011: $961,425Liabilities 2011: $476,353Net Assets 2011: $485,0722011Assets 2012: $903,128Liabilities 2012: $209,334Net Assets 2012: $693,7942012Assets 2013: $1,181,137Liabilities 2013: $652,995Net Assets 2013: $528,1422013Assets 2014: $1,192,534Liabilities 2014: $652,348Net Assets 2014: $540,1862014Assets 2015: $1,701,836Liabilities 2015: $180,543Net Assets 2015: $1,521,2932015Assets 2016: $1,138,477Liabilities 2016: $238,559Net Assets 2016: $899,9182016Assets 2017: $1,496,212Liabilities 2017: $177,585Net Assets 2017: $1,318,6272017Assets 2018: $2,129,522Liabilities 2018: $333,825Net Assets 2018: $1,795,6972018Assets 2019: $2,671,316Liabilities 2019: $619,694Net Assets 2019: $2,051,6222019Assets 2020: $3,527,954Liabilities 2020: $287,319Net Assets 2020: $3,240,6352020Assets 2021: $3,993,071Liabilities 2021: $211,402Net Assets 2021: $3,781,6692021Assets 2022: $4,086,307Liabilities 2022: $228,049Net Assets 2022: $3,858,2582022Assets 2023: $4,681,880Liabilities 2023: $256,151Net Assets 2023: $4,425,7292023Assets 2024: $5,622,816Liabilities 2024: $285,388Net Assets 2024: $5,337,4282024

Highlighted filing

2024

Assets$5,622,816
Liabilities$285,388
Net Assets$5,337,428
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,008,0002010Expenses 2011: $2,264,5682011Expenses 2012: $2,463,2102012Revenue 2013: $2,327,706Expenses 2013: $2,493,358Net Income 2013: -$165,6522013Revenue 2014: $2,519,941Expenses 2014: $2,507,897Net Income 2014: $12,0442014Revenue 2015: $2,986,472Expenses 2015: $2,534,920Net Income 2015: $451,5522015Revenue 2016: $1,846,192Expenses 2016: $2,467,567Net Income 2016: -$621,3752016Revenue 2017: $2,906,705Expenses 2017: $2,487,996Net Income 2017: $418,7092017Revenue 2018: $3,214,910Expenses 2018: $2,712,986Net Income 2018: $501,9242018Revenue 2019: $3,292,191Expenses 2019: $3,049,654Net Income 2019: $242,5372019Revenue 2020: $4,576,651Expenses 2020: $3,387,638Net Income 2020: $1,189,0132020Revenue 2021: $4,316,169Expenses 2021: $3,775,135Net Income 2021: $541,0342021Revenue 2022: $4,138,383Expenses 2022: $4,011,057Net Income 2022: $127,3262022Revenue 2023: $5,182,775Expenses 2023: $4,615,304Net Income 2023: $567,4712023Revenue 2024: $6,101,564Expenses 2024: $5,189,865Net Income 2024: $911,6992024

Highlighted filing

2024

Revenue$6,101,564
Expenses$5,189,865
Net Income$911,699
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,622,816
Liabilities
$285,388
Net assets
$5,337,428
Revenue
$6,101,564
Expenses
$5,189,865
Net income
$911,699
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.62$0.29$5.34$6.10$5.19$0.91
2023Detailed filing. Detailed filing data is available for this year.$4.68$0.26$4.43$5.18$4.62$0.57
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$0.23$3.86$4.14$4.01$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.99$0.21$3.78$4.32$3.78$0.54
2020Detailed filing. Detailed filing data is available for this year.$3.53$0.29$3.24$4.58$3.39$1.19
2019Detailed filing. Detailed filing data is available for this year.$2.67$0.62$2.05$3.29$3.05$0.24
2018Detailed filing. Detailed filing data is available for this year.$2.13$0.33$1.80$3.21$2.71$0.50
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.18$1.32$2.91$2.49$0.42
2016Detailed filing. Detailed filing data is available for this year.$1.14$0.24$0.90$1.85$2.47$0.62
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.18$1.52$2.99$2.53$0.45
2014Detailed filing. Detailed filing data is available for this year.$1.19$0.65$0.54$2.52$2.51$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.18$0.65$0.53$2.33$2.49$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.21$0.69$2.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.48$0.49$2.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.45$0.49$2.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 1, 2025
Return Version
2024v5.2
Gross Receipts
$6,101,564
Mission and Program Overview

Mission

Provide nutrition services, in-home support services, information/referral, and transportation services to older adults in fairfield county.

Provide nutrition services, in-home support services, information/referral, and transportation services to older adults in fairfield county

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,286,080$2,994,302▲ $708,222
Land, Buildings, and Equipment, Net$1,810,512$1,916,514▲ $106,002
Accounts Receivable$96,064$171,257▲ $75,193
Inventories for Sale or Use$67,305$61,049▼ $6,256
Prepaid Expenses and Deferred Charges$34,012$36,032▲ $2,020
Pledges and Grants Receivable-$2,000-
Total Assets$4,681,880$5,622,816▲ $940,936
Other Assets Total$387,907$441,662▲ $53,755
Liabilities
Accounts Payable and Accrued Expenses$161,232$230,801▲ $69,569
Other Liabilities$94,446$44,948▼ $49,498
Deferred Revenue$473$9,639▲ $9,166
Total Liabilities$256,151$285,388▲ $29,237
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,415,393$5,128,328▲ $712,935
Net Assets With Donor Restrictions$10,336$209,100▲ $198,764
Total Net Assets Fund Balance$4,425,729$5,337,428▲ $911,699
Total Liabilities and Net Assets / Fund Balance$4,681,880$5,622,816▲ $940,936

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$391,186$1,633,067$2,024,253
Buildings$1,504,728$291,980$1,796,708
Land$20,600-$20,600
Other Assets Org$441,662--
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Anna TobinExecutive DirectorFT$104,531$104,531

Board Members and Trustees

NameTitle
Dale DixonPast President
Jeff WagnerPresident
Doug SmithVice President
Ben HillBoard Member
Christa MoodyBoard Member
Corey ClarkBoard Member
Helen HardingBoard member
Kari JamesBoard Member
Kathryn IlesBoard Member
Lara WrightBoard Member
Margie DonnellBoard Member
Scott MuellerBoard Member
Vicki TauerBoard Member
Jennifer SitterleySecretary
Donna Fox-MooreTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$782,226
Program Service Revenue
$5,181,684
Investment Income
$137,654
Other Revenue
$0
All Other Contributions
$256,930
Change in Net Assets
$911,699

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,101,564
Revenue Not Reported on Form 990
$75,442
Total Revenue per Audited Statements
$6,177,006
Total Revenue per Form 990
$6,101,564
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,011,785
Salaries, Compensation, and Employee Benefits$2,008,080
Grants and Similar Amounts Paid$170,000
Total Fundraising Expense$27,215
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,627,572$66,816$18,171$1,712,559
Other Expenses$489,405-$7,948$489,405
Insurance$335,787$21,433-$357,220
Depreciation Depletion$220,444--$220,444
Grants to Domestic Orgs$170,000--$170,000
Payroll Taxes$159,043$10,152-$169,195
All Other Expenses$155,071$1,741$1,000$157,812
Fees for Services Other$124,551--$124,551
Travel$118,078--$118,078
Current Officers, Directors, Trustees, and Key Employees$86,761$17,770-$104,531
Occupancy$98,094$5,304-$103,398
Office Expenses$32,658$2,085$96$34,839
Other Employee Benefits$20,487$1,308-$21,795
Conferences and Meetings$9,376$598-$9,974
Fees for Services Accounting-$7,950-$7,950
Total Functional Expenses$5,027,493$135,157$27,215$5,189,865

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,265,307
Expenses per Audited Statements$5,189,865
Total Expenses per Form 990$5,189,865
Expenses Not Reported on Form 990$75,442
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Fairfield Co Guardianship BoardLancaster, OH-Supports casework for guardian program$64,000
Lancaster Public Transit SystemLancaster, OH-Assist Elderly Transportation$56,250
Information and ReferralLancaster, OH-Information and Referral Service$15,000
Central Ohio Area Agency on AgingColumbus, OH-Volunteer Guardian$10,000
Lancaster FF Community ActionLancaster, OH-Support food pantry for seniors$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Scott MuellerBoard MemberHome repair providerNo$7,400
Dale DixonPast PresidentInsurance BondNo$644
Jeff WagnerPresidentCollision repair on vehicleNo$312
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Compensated Absences$44,948
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Member election for additional members Part VI line 7A

“Election of members and their rights - the county commissioners appoint two members of the board”

Form 990 governing body review Part VI line 11

“Form 990 draft is provided to executive/finance committee, executive director, and director of administrative services for review. Updates are made as needed and the final form 990 is provided for approval by the executive committee. The full board is provided a copy of the form 990 via email prior to filing and is provided a hard copy at the next regularly scheduled board meeting, where it is ratified.”

Conflict of interest policy compliance Part VI line 12C

“The agency has a conflict of interest policy and disclosure process. Board members are educated on this process during orientation to our board. They sign a disclosure form at that time indicating any potential conflicts as well as notification of receipt of the conflict of interest policy. Annually, thereafter, board members sign a disclosure form each january.”

CEO executive director top management comp Part VI line 15A

“The board makes the decision on how much the executive director receives. They will research other comparable entites and then make the decision.”

Governing documents etc available to public Part VI line 19

“Documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Meals on Wheels Older Adult Alternatives of
EIN
23-7331496
In Care Of
% Anna Tobin
Phone
7406815050
Address
1515 Cedar Hill Road, Lancaster, OH 43130
Doing Business As
Fairfield County Inc

Signing Officer

Name
Anna Tobin
Title
Executive Director
Phone
7406815050
Signed
2025-07-01
Discuss with paid preparer
No

Organization Details

Formed
1973
Legal Domicile
Oh
Voting Board Members
15
Independent Board Members
15
Employees
93
Volunteers
178

Preparer

Firm
Millhuff Stang CPA Inc
Address
8841 Ohio River Road, Wheelersburg, OH 45694
Preparer
Natalie Millhuff-stang
Phone
7408768548
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0NUTRITION SERVICES: HOME DELIVERED MEAL SERVICE - HOME DELIVERED MEALS ARE PROVIDED TO OLDER ADULTS, AGED 60 OR OLDER, LIVING IN FAIRFIELD COUNTY. THESE MEALS ARE PREPARED AND DELIVERED DAILY, M-F, IN ACCORDANCE WITH THE OLDER ADULTS CARE PLAN. THEY ARE NUTRITIONALLY BALANCED AND APPROVED BY A REGISTERED DIETICIAN. CONGREGATE SITE MEAL SERVICE - CONGREGATE SITE MEALS ARE AVAILABLE TO OLDER ADULTS, AGE 60 OR OLDER, LIVING IN FAIRFIELD COUNTY. CONGREGATE MEAL SITES ARE OPEN DAILY, M-F, AND OFFER OLDER ADULTS THE OPPORTUNITY TO ENGAGE IN A SOCIAL SETTING WHILE RECEIVING A NUTRITIONALLY BALANCED MEAL. THE SITES REDUCE SENIOR ISOLATION AND HUNGER. NUTRITION TRANSPORTATION - TRANSPORTATION SERVICE TRANSPORTS AN OLDER ADULT, AGE 60 OR OLDER, LIVING IN FAIRFIELD COUNTY, FROM ONE PLACE TO ANOTHER THROUGH THE USE OF OUR AGENCY VEHICLES. WE PROVIDE NUTRITION TRANSPORTATION TO LUCYS CAFE CONGREGATE MEAL SITE AND TO GROCERY STORES. OUR SERVICE IS CURB TO CURB. AGING SERVICES: PERSONAL EMERGENCY RESPONSE SYSTEM - EMERGENCY RESPONSE SYSTEMS ARE PROVIDED TO OLDER ADULTS, AGE 60 OR OLDER, LIVING IN FAIRFIELD COUNTY. THESE UNITS ARE WORN BY THE OLDER ADULT AND ARE USED IN THE EVENT THAT THE OLDER ADULT HAS AN EMERGENCY. IN HOME SERVICES - PERSONAL CARE AND HOMEMAKING SERVICES ARE PROVIDED TO OLDER ADULTS, AGE 60 OR OLDER, LIVING IN FAIRFIELD COUNTY. THESE SERVICES ARE PROVIDED TO OLDER ADULTS WHO, DUE TO ILLNESS OR GENERAL PHYSICAL DECLINE, ARE NO LONGER ABLE TO SAFELY PROVIDE THEIR OWN PERSONAL CARE OR HOUSE CLEANING. CAREGIVER SUPPORT PROGRAM - THIS PROGRAM PROVIDES INDIVIDUALS UNCOMPENSATED CAREGIVERS FOR OLDER ADULTS, AGE 60 OR OLDER, LIVING IN FAIRFIELD COUNTY, BY PROVIDING SERVICES. THESE SERVICES CAN INCLUDE BUT ARE NOT LIMITED TO: HOME DELIVERED MEALS, PERSONAL CARE, HOMEMAKING, HOME REPAIR, IN-HOME RESPITE, ADULT DAY SERVICES. OTHER AGING SERVICES - INFORMATION AND REFERRAL, CASE MANAGEMENT, ADAPTIVE EQUIPMENT. SERVICE PROVIDER CONTRACTS - THE AGENCY CONTRACTS WITH LOCAL PROVIDERS TO DELIVER IN-HOME SUPPORT SERVICES TO OLDER ADULTS, AGE 60 OR OLDER, LIVING IN FAIRFIELD COUNTY. COMMUNITY OUTREACH - THIS PROGRAM IS AN ANNUAL GRANT PROGRAM THAT PROVIDES FINANCIAL SUPPORT FOR SENIOR SERVING ORGANIZATIONS IN FAIRFIELD COUNTY THROUGH A GRANT PROCESS.
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