Civic Intelligence

Wesley Community Services Organization

990 • Fiscal year 2023 • EIN 31-0537097

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

2091 Radcliff DriveCincinnati, OH 45204

(513) 661-2777

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.31x

Higher debt load relative to assets than 63% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.36x

Higher debt load relative to revenue than 59% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

49th percentile

3.4%

Higher net margin than 49% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

38th percentile

$149,973

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

83rd percentile

28%

Faster asset growth than 83% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

59th percentile

10%

Faster revenue growth than 59% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Up

$17,765,691

Up $3,906,038 (+28%) from 2022

Net Assets

Up

$12,222,514

Up $958,300 (+8.5%) from 2022

Liabilities

Up

$5,543,177

Up $2,947,738 (+114%) from 2022

Revenue

Up

$15,506,490

Up $1,464,856 (+10%) from 2022

Expenses

Up

$14,975,049

Up $724,260 (+5.1%) from 2022

Net Income

Up

$531,441

Up $740,596 (+354%) from 2022

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $14,232,242Liabilities 2010: $1,061,948Net Assets 2010: $13,170,2942010Assets 2011: $14,100,829Liabilities 2011: $1,506,146Net Assets 2011: $12,594,6832011Assets 2012: $14,197,760Liabilities 2012: $1,469,774Net Assets 2012: $12,727,9862012Assets 2013: $14,638,425Liabilities 2013: $1,367,892Net Assets 2013: $13,270,5332013Assets 2015: $10,752,020Liabilities 2015: $1,329,061Net Assets 2015: $9,422,9592015Assets 2016: $10,381,679Liabilities 2016: $1,159,300Net Assets 2016: $9,222,3792016Assets 2017: $10,138,480Liabilities 2017: $1,343,222Net Assets 2017: $8,795,2582017Assets 2018: $8,676,506Liabilities 2018: $1,104,755Net Assets 2018: $7,571,7512018Assets 2019: $8,805,521Liabilities 2019: $1,273,516Net Assets 2019: $7,532,0052019Assets 2020: $14,131,146Liabilities 2020: $1,100,329Net Assets 2020: $13,030,8172020Assets 2021: $13,947,093Liabilities 2021: $1,760,234Net Assets 2021: $12,186,8592021Assets 2022: $13,859,653Liabilities 2022: $2,595,439Net Assets 2022: $11,264,2142022Assets 2023: $17,765,691Liabilities 2023: $5,543,177Net Assets 2023: $12,222,5142023Assets 2024: $21,691,154Liabilities 2024: $3,728,797Net Assets 2024: $17,962,3572024

Highlighted filing

2023

Assets$17,765,691
Liabilities$5,543,177
Net Assets$12,222,514

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $715,7352010Expenses 2011: $757,1242011Expenses 2012: $727,1432012Revenue 2013: $774,663Expenses 2013: $798,990Net Income 2013: -$24,3272013Revenue 2015: $6,004,954Expenses 2015: $5,473,701Net Income 2015: $531,2532015Revenue 2016: $6,010,252Expenses 2016: $5,975,185Net Income 2016: $35,0672016Revenue 2017: $5,082,918Expenses 2017: $5,764,112Net Income 2017: -$681,1942017Revenue 2018: $5,008,222Expenses 2018: $5,641,486Net Income 2018: -$633,2642018Revenue 2019: $5,348,066Expenses 2019: $5,754,198Net Income 2019: -$406,1322019Revenue 2020: $12,896,705Expenses 2020: $7,497,532Net Income 2020: $5,399,1732020Revenue 2021: $8,686,912Expenses 2021: $11,632,264Net Income 2021: -$2,945,3522021Revenue 2022: $14,041,634Expenses 2022: $14,250,789Net Income 2022: -$209,1552022Revenue 2023: $15,506,490Expenses 2023: $14,975,049Net Income 2023: $531,4412023Revenue 2024: $21,099,117Expenses 2024: $15,469,571Net Income 2024: $5,629,5462024

Highlighted filing

2023

Revenue$15,506,490
Expenses$14,975,049
Net Income$531,441
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$19,126,232
Mission and Program Overview

Mission

To deliver essential services that promote the independence of seniors so that they may remain in the comfort of their own homes.

To promote the independence and enhance the life of seniors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,269,477$4,870,193▲ $1,600,716
Cash and Non-Interest-Bearing Accounts$1,089,166$3,120,418▲ $2,031,252
Investments in Publicly Traded Securities$5,130,185$2,740,983▼ $2,389,202
Pledges and Grants Receivable$3,247,914$1,565,400▼ $1,682,514
Inventories for Sale or Use$198,380$171,920▼ $26,460
Prepaid Expenses and Deferred Charges$113,781$115,606▲ $1,825
Total Assets$13,859,653$17,765,691▲ $3,906,038
Other Assets Total$810,750$5,181,171▲ $4,370,421
Liabilities
Mortgage Notes Payable Secured by Investment Property$430,284$3,485,731▲ $3,055,447
Accounts Payable and Accrued Expenses$1,165,927$1,025,489▼ $140,438
Other Liabilities$657,142$559,824▼ $97,318
Escrow Account Liability$322,729$431,873▲ $109,144
Deferred Revenue$19,357$40,260▲ $20,903
Total Liabilities$2,595,439$5,543,177▲ $2,947,738
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,460,039$11,066,382▲ $606,343
Net Assets With Donor Restrictions$804,175$1,156,132▲ $351,957
Total Net Assets Fund Balance$11,264,214$12,222,514▲ $958,300
Total Liabilities and Net Assets / Fund Balance$13,859,653$17,765,691▲ $3,906,038

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,832,831$1,234,277$3,067,108
Equipment$1,286,717$1,749,469$3,036,186
Land$1,719,266-$1,719,266
Leasehold Improvements$10,726$453,911$464,637
Other Land Buildings$20,653$77,082$97,735
Other Assets Org$4,639,221--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$304,153$54,479▲ $40,362-$398,994
2022$322,123-▼ $17,970-$304,153
2021$304,833-▲ $17,290-$322,123
2020$286,046-▲ $18,787-$304,833
2019$262,124-▲ $23,922-$286,046
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer SteeleCEO - Exited 07/23FT$141,873$8,100$149,973
Connie BakerChief Operating OfficerFT$135,513$12,897$148,410
Forest RussmanChief Logistics Innovation OfficerFT$135,580$7,856$143,436
Michael BeckChief ProductionFT$125,015$16,219$141,234
Robin RodgersChief Financial OfficerFT$123,305$4,984$128,289
Shelley GoeringChief Business Development OfficerFT$115,621$6,475$122,096
Matthew MelodyChief People OfficerFT$109,111$12,183$121,294
Sarah CelenzaChief Giving OfficerFT$103,074$11,882$114,956
Paul BrunnerInterim CEOFT$114,248-$114,248

Board Members and Trustees

NameTitle
Michael MurphyChairperson
Dan DriehausPast-Chairperson
Mary WagnerVice-Chair
Andy SatheTrustee
Bart RichardsonTrustee
Danielle McColaughTrustee
Guinette M KirkTrustee
Lyndsey R BarnettTrustee
Mike SnowTrustee
Renee DunnTrustee
Rob JutzeTrustee
Sarah CeliTrustee
Patrick O'NeillTrustee - Exited 11/23
Thomas KaylorTrustee - Exited 12/23
Morgan RhuleTrustee - Exited 5/23
DJ HodgeTrustee - Started 11/23
Tom CooneyTrustee - Started 2/23
Tony FennoSecretary - Started 2/23
Dan RozewskiTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Paul BrunnerInterim CEO3044 Wold Ave, Cincinnati, OH 45206$114,248
Revenue and Support

Revenue Composition

Contributions and Grants
$2,656,416
Program Service Revenue
$12,435,472
Investment Income
$416,499
Other Revenue
$-1,897
All Other Contributions
$2,269,562
Change in Net Assets
$531,441

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Cars and Other Vehicles$144,222Fair Market Value (FMV)
Other Non Cash Contri Table$17,460Fair Market Value (FMV)
Other Non Cash Contri Table$13,464Fair Market Value (FMV)
Total Noncash Contributions$175,146-

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,485,675
Revenue Not Reported on Financial Statements
$20,815
Revenue Not Reported on Form 990
$900,854
Total Revenue per Audited Statements
$16,386,529
Total Revenue per Form 990
$15,506,490
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,759,362
Salaries, Compensation, and Employee Benefits$6,915,771
Total Fundraising Expense$719,275
Professional Fundraising Fees$299,916
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,004,018$211,154$86,107$5,301,279
Fees for Services Other$574,811$157,680$8,410$740,901
Office Expenses$620,834$22,209$59,814$702,857
Current Officers, Directors, Trustees, and Key Employees$325,875$175,837$39,207$540,919
Other Employee Benefits$466,702$23,284$21,338$511,324
Payroll Taxes$386,748$26,061$9,104$421,913
Other Expenses$200,840$80,073$115,021$395,934
Depreciation Depletion$342,144$14,835$2,697$359,676
Fees for Services Professional Fundraising--$299,916$299,916
Information Technology$205,683$61,035$21,109$287,827
Occupancy$229,359$22,226$4,432$256,017
Insurance$218,842$9,556$1,473$229,871
Advertising$6,422$134,740$16,859$158,021
Pension Plan Contributions$130,908$6,449$2,979$140,336
Fees for Services Accounting-$85,294-$85,294
Fees for Services Legal$1,519$54,330$14,635$70,484
Interest$8,514$13,817-$22,331
Fees for Service Investment Mgmnt Fees-$20,815-$20,815
Fees for Services Lobbying--$16,000$16,000
Conferences and Meetings$1,603$4,531$109$6,243
Total Functional Expenses$13,131,134$1,124,640$719,275$14,975,049

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$15,428,229
Total Expenses per Form 990$14,975,049
Expenses per Audited Statements$14,954,234
Expenses Not Reported on Form 990$473,995
Expenses Not Reported on Financial Statements$20,815
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$299,916
Fundraising Direct Expenses$47,965
Fundraising Gross Income$11,500

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bust a Crust$70,144$11,500$47,965$-36,465
Total Events$70,144$11,500$47,965$-36,465
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease obligation$559,824
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

After the termination of the CEO in July 2023, Paul Brunner was hired as the interim CEO. Paul was paid as a contractor and not as an employee of the organization.

Form 990, Part VI, Section B, line 11B

The Finance Committee reviews and approves the 990 prior to filing. The full board receives a copy of the 990.

Form 990, Part VI, Section B, line 12C

The conflict of interest is reviewed and discussed annually at a board meeting and all potential conflicts are disclosed, if any board member having a possible conflict of interest regarding a matter before the board shall not vote or use his/her personal influence on the matter.

Form 990, Part VI, Section B, line 15

The CEO's performance and compensation are reviewed annually by Wesley Community Services Organization's Board. They review compensation against industry benchmarks, including reports from United Way and other leading Non-Profit authorities for the Cincinnati area.

Form 990, Part VI, Section C, line 19

The Organization makes its governing documents, Conflict of Interest Policy and Form 990 available upon request.

Filing and Contact Details

Filer

Filer Name
Wesley Community Services Organization
EIN
31-0537097
Phone
5136612777
Address
2091 Radcliff Drive, Cincinnati, OH 45204
Doing Business As
Meals on Wheels of Southwest Ohio & NKY

Signing Officer

Name
Robin Rodgers
Title
CFO
Phone
5136612777
Signed
2024-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robin Rodgers
Formed
1949
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
192
Volunteers
3,596

Preparer

Firm
Barnes Dennig & Co LTD
Address
150 East Fourth Street, Cincinnati, OH 45202
Preparer
Paula Hume
Phone
5132418313
Supplemental Narrative

Additional Explanations

Form 990, Part III, line 2

In 2023, Meals on Wheels of SW Ohio merged operations with Hyde Park Multi-Service Center for Older Adults, dba 55-North. 55-North's primary business was integrated into the organization's normal activity.

Form 990, Part XII, Line 2C:

No changes to the process in the current year.

Financial Statement Notes

Part IV, Line 2B:

As part of its Client Services program, the organization has custody of cash belonging to certain individuals. As custodian of these individuals, the organization generally operates under a durable power of attorney. These custodial funds are recorded as restricted cash with an offsetting liability totaling $431,873 at 12/31/2023.

Part V, Line 4:

To provide long term growth of assets.

Part X, Line 2:

The Organization is exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of Ohio law. However, the Organization is subject to federal income tax on any unrelated business taxable income. The Organization's IRS Form 990 is subject to review and examination by federal and state authorities. The Organization believes it has appropriate support for any tax positions taken, and therefore, does not have any uncertain income tax positions that are material to the consolidated financial statements.

Part XI, Line 2D - Other Adjustments:

Event Expenses 47,965.

Part XII, Line 2D - Other Adjustments:

Event Expenses 47,965.

Raw XML AppendixShowing 400 of 843 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01165927
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01025489
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To promote the independence and enhance the life of seniors.
IRS990/AdvertisingGrp/FundraisingAmt016859
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0134740
IRS990/AdvertisingGrp/ProgramServicesAmt06422
IRS990/AdvertisingGrp/TotalAmt0158021
IRS990/AllOtherContributionsAmt02269562
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Robin Rodgers
IRS990/BooksInCareOfDetail/PhoneNum05136612777
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02091 Radcliff Drive
IRS990/BooksInCareOfDetail/USAddress/CityNm0Cincinnati
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045204
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01089166
IRS990/CashNonInterestBearingGrp/EOYAmt03120418
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt039207
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0175837
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0325875
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0540919
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt0109
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt04531
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01603
IRS990/ConferencesMeetingsGrp/TotalAmt06243
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0114248
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03044 Wold Ave
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Cincinnati
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd045206
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Paul Brunner
IRS990/ContractorCompensationGrp/ServicesDesc0Interim CEO
IRS990/ContriRptFundraisingEventAmt058644
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02656416
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0416499
IRS990/CYOtherExpensesAmt07759362
IRS990/CYOtherRevenueAmt0-1897
IRS990/CYProgramServiceRevenueAmt012435472
IRS990/CYRevenuesLessExpensesAmt0531441
IRS990/CYSalariesCompEmpBnftPaidAmt06915771
IRS990/CYTotalExpensesAmt014975049
IRS990/CYTotalFundraisingExpenseAmt0719275
IRS990/CYTotalProfFndrsngExpnsAmt0299916
IRS990/CYTotalRevenueAmt015506490
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt019357
IRS990/DeferredRevenueGrp/EOYAmt040260
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/FundraisingAmt02697
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt014835
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0342144
IRS990/DepreciationDepletionGrp/TotalAmt0359676
IRS990/Desc0Food Deliveries: Provides nutritionally balanced meals prepared by our kitchen staff with both regular and therapeutic diet options. These meals are provided not only to our seniors who need in-home meal services, but also to those dining at congregate locations. In 2023, a total of 1,172,430 meals were served to seniors in these settings.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0Meals on Wheels of Southwest Ohio & NKY
IRS990/DonatedServicesAndUseFcltsAmt035800
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0804175
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01156132
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0192
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt0322729
IRS990/EscrowAccountLiabilityGrp/EOYAmt0431873
IRS990/ExpenseAmt09857885
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FederatedCampaignsAmt0103559
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt085294
IRS990/FeesForServicesAccountingGrp/TotalAmt085294
IRS990/FeesForServicesLegalGrp/FundraisingAmt014635
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt054330
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt01519
IRS990/FeesForServicesLegalGrp/TotalAmt070484
IRS990/FeesForServicesLobbyingGrp/FundraisingAmt016000
IRS990/FeesForServicesLobbyingGrp/TotalAmt016000
IRS990/FeesForServicesOtherGrp/FundraisingAmt08410
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0157680
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0574811
IRS990/FeesForServicesOtherGrp/TotalAmt0740901
IRS990/FeesForServicesProfFundraising/FundraisingAmt0299916
IRS990/FeesForServicesProfFundraising/TotalAmt0299916
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt020815
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt020815
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2740.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt198100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2012897
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt214984
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2316219
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt247856
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt256475
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2612183
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2711882
IRS990/Form990PartVIISectionAGrp/PersonNm0Danielle McColaugh
IRS990/Form990PartVIISectionAGrp/PersonNm1Guinette M Kirk
IRS990/Form990PartVIISectionAGrp/PersonNm2Sarah Celi
IRS990/Form990PartVIISectionAGrp/PersonNm3Bart Richardson
IRS990/Form990PartVIISectionAGrp/PersonNm4Michael Murphy
IRS990/Form990PartVIISectionAGrp/PersonNm5Thomas Kaylor
IRS990/Form990PartVIISectionAGrp/PersonNm6Lyndsey R Barnett
IRS990/Form990PartVIISectionAGrp/PersonNm7Mary Wagner
IRS990/Form990PartVIISectionAGrp/PersonNm8Dan Rozewski
IRS990/Form990PartVIISectionAGrp/PersonNm9Dan Driehaus
IRS990/Form990PartVIISectionAGrp/PersonNm10Renee Dunn
IRS990/Form990PartVIISectionAGrp/PersonNm11Morgan Rhule
IRS990/Form990PartVIISectionAGrp/PersonNm12Rob Jutze
IRS990/Form990PartVIISectionAGrp/PersonNm13Patrick O'Neill
IRS990/Form990PartVIISectionAGrp/PersonNm14Andy Sathe
IRS990/Form990PartVIISectionAGrp/PersonNm15Mike Snow
IRS990/Form990PartVIISectionAGrp/PersonNm16DJ Hodge
IRS990/Form990PartVIISectionAGrp/PersonNm17Tom Cooney
IRS990/Form990PartVIISectionAGrp/PersonNm18Tony Fenno
IRS990/Form990PartVIISectionAGrp/PersonNm19Jennifer Steele
IRS990/Form990PartVIISectionAGrp/PersonNm20Connie Baker
IRS990/Form990PartVIISectionAGrp/PersonNm21Robin Rodgers
IRS990/Form990PartVIISectionAGrp/PersonNm22Paul Brunner
IRS990/Form990PartVIISectionAGrp/PersonNm23Michael Beck
IRS990/Form990PartVIISectionAGrp/PersonNm24Forest Russman
IRS990/Form990PartVIISectionAGrp/PersonNm25Shelley Goering
IRS990/Form990PartVIISectionAGrp/PersonNm26Matthew Melody
IRS990/Form990PartVIISectionAGrp/PersonNm27Sarah Celenza
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19141873
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20135513
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21123305
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22114248
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23125015
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24135580
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25115621
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26109111
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27103074
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee - Exited 12/23
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Past-Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee - Exited 5/23
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee - Exited 11/23
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee - Started 11/23
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee - Started 2/23
IRS990/Form990PartVIISectionAGrp/TitleTxt18Secretary - Started 2/23
IRS990/Form990PartVIISectionAGrp/TitleTxt19CEO - Exited 07/23
IRS990/Form990PartVIISectionAGrp/TitleTxt20Chief Operating Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt21Chief Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt22Interim CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt23Chief Production
IRS990/Form990PartVIISectionAGrp/TitleTxt24Chief Logistics Innovation Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt25Chief Business Development Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt26Chief People Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt27Chief Giving Officer
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt058644
IRS990/FundraisingDirectExpensesAmt047965
IRS990/FundraisingGrossIncomeAmt011500
IRS990/GainOrLossGrp/OtherAmt010109
IRS990/GainOrLossGrp/SecuritiesAmt019
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt0224651
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt010109
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03571796
IRS990/GrossReceiptsAmt019126232
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt09
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt021109
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt061035
IRS990/InformationTechnologyGrp/ProgramServicesAmt0205683
IRS990/InformationTechnologyGrp/TotalAmt0287827
IRS990/InsuranceGrp/FundraisingAmt01473
IRS990/InsuranceGrp/ManagementAndGeneralAmt09556
IRS990/InsuranceGrp/ProgramServicesAmt0218842
IRS990/InsuranceGrp/TotalAmt0229871
IRS990/InterestGrp/ManagementAndGeneralAmt013817
IRS990/InterestGrp/ProgramServicesAmt08514
IRS990/InterestGrp/TotalAmt022331
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0198380
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0171920
IRS990/InvestmentIncomeGrp/ExclusionAmt0406371
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0406371
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05130185
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02740983
IRS990/IRPDocumentCnt039
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03514739
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03269477
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04870193
IRS990/LandBldgEquipCostOrOtherBssAmt08384932
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03571777
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To deliver essential services that promote the independence of seniors so that they may remain in the comfort of their own homes.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0430284
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03485731
IRS990/NetAssetsOrFundBalancesBOYAmt011264214
IRS990/NetAssetsOrFundBalancesEOYAmt012222514
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt010128
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010128
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-36465
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-36465
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0391059
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010460039
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt011066382
IRS990/NoncashContributionsAmt0175146
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04432
IRS990/OccupancyGrp/ManagementAndGeneralAmt022226
IRS990/OccupancyGrp/ProgramServicesAmt0229359
IRS990/OccupancyGrp/TotalAmt0256017
IRS990/OfficeExpensesGrp/FundraisingAmt059814
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt022209

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$3.73$18.0$21.1$15.5$5.63
2023Detailed filing. Detailed filing data is available for this year.$17.8$5.54$12.2$15.5$15.0$0.53
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$2.60$11.3$14.0$14.3$0.21
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$1.76$12.2$8.69$11.6$2.95
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$1.10$13.0$12.9$7.50$5.40
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.81$1.27$7.53$5.35$5.75$0.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.68$1.10$7.57$5.01$5.64$0.63
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$1.34$8.80$5.08$5.76$0.68
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$1.16$9.22$6.01$5.98$0.04
2015Detailed filing. Detailed filing data is available for this year.$10.8$1.33$9.42$6.00$5.47$0.53
2013Detailed filing. Detailed filing data is available for this year.$14.6$1.37$13.3$0.77$0.80$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$1.47$12.7$0.73
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$1.51$12.6$0.76
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$1.06$13.2$0.72