Civic Intelligence

Wesley Community Services Organization

990 • Fiscal year 2021 • EIN 31-0537097

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 08, 2022

Organization Profilewww.muchmorethanameal.org

View Organization Page

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

44th percentile

0.13x

Higher debt load relative to assets than 44% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

48th percentile

0.20x

Higher debt load relative to revenue than 48% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

6th percentile

-34%

Higher net margin than 6% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

69th percentile

$235,948

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

19th percentile

-1.3%

Faster asset growth than 19% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-33%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$13,947,093

Down $184,053 (-1.3%) from 2020

Net Assets

Down

$12,186,859

Down $843,958 (-6.5%) from 2020

Liabilities

Up

$1,760,234

Up $659,905 (+60%) from 2020

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin6th percentile

Revenue

Down

$8,686,912

Down $4,209,793 (-33%) from 2020

Expenses

Up

$11,632,264

Up $4,134,732 (+55%) from 2020

Net Income

Down

-$2,945,352

Down $8,344,525 (-155%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

2021

Assets$13,947,093
Liabilities$1,760,234
Net Assets$12,186,859
Open 2021 Filing

Operations Trend

Revenue Growth8th percentile

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

2021

Revenue$8,686,912
Expenses$11,632,264
Net Income-$2,945,352
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 8, 2022
Return Version
2021v4.2
Gross Receipts
$9,396,104
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
Investments in Publicly Traded Securities$4,766,843$6,058,799▲ $1,291,956
Cash and Non-Interest-Bearing Accounts$5,408,352$3,326,455▼ $2,081,897
Land, Buildings, and Equipment, Net$3,113,633$3,236,266▲ $122,633
Pledges and Grants Receivable$573,801$1,084,646▲ $510,845
Inventories for Sale or Use$163,165$117,608▼ $45,557
Prepaid Expenses and Deferred Charges$92,202$114,773▲ $22,571
Total Assets$14,131,146$13,947,093▼ $184,053
Other Assets Total$13,150$8,546▼ $4,604
Liabilities
Accounts Payable and Accrued Expenses$870,469$1,051,711▲ $181,242
Escrow Account Liability$0$421,366▲ $421,366
Mortgage Notes Payable Secured by Investment Property$208,572$170,733▼ $37,839
Deferred Revenue$21,288$116,424▲ $95,136
Total Liabilities$1,100,329$1,760,234▲ $659,905
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,261,154$11,412,886▼ $848,268
Net Assets With Donor Restrictions$769,663$773,973▲ $4,310
Total Net Assets Fund Balance$13,030,817$12,186,859▼ $843,958
Total Liabilities and Net Assets / Fund Balance$14,131,146$13,947,093▼ $184,053

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,023,221$1,028,463$3,051,684
Equipment$853,450$1,591,303$2,444,753
Leasehold Improvements$88,104$486,570$574,674
Land$214,500-$214,500
Other Land Buildings$56,991$37,010$94,001

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$304,833-▲ $17,290-$322,123
2020$286,046-▲ $18,787-$304,833
2019$262,124-▲ $23,922-$286,046
2018$270,692-▼ $8,568-$262,124
2017$253,668-▲ $17,025-$270,692
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer SteeleCEOFT$179,851$56,097$235,948
Tracey CollinsChief Integration OfficerFT$113,578$4,415$117,993
Robin RodgersChief Administrative OfficerFT$109,880$3,811$113,691
Connie BakerChief Operating OfficerFT$67,259$8,640$75,899

Board Members and Trustees

NameTitle
Dan DriehausChairperson - Started 5/1/21
Michael MurphyPresident
Bart RichardsonTrustee
Danielle McColaughTrustee
Guinette M KirkTrustee
Mary WagnerTrustee
Sarah CeliTrustee
Thomas KaylorTrustee
Joseph MaasTrustee - Exited 4/30/21
Jonathan LibbertTrustee - Exited 8/1/21
Barbara CarrTrustee - Started 5/1/21
Mary Ann JacobsTrustee - Started 5/1/21
Mike SnowTrustee - Started 5/1/21
Patrick O'NeillTrustee - Started 5/1/21
Andy SatheTrustee - Started 7/1/21
Renee DunnTrustee - Started 9/1/21
Rob JutzeSecretary - Started 5/1/21
Lyndsey R BarnettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,091,945
Program Service Revenue
$7,264,511
Investment Income
$397,996
Other Revenue
$-67,540
All Other Contributions
$654,166
Change in Net Assets
$-2,945,352

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table13$21,487Fair Market Value (FMV)
Other Non Cash Contri Table2$20,954Fair Market Value (FMV)
Securities Publicly Traded1$8,081Fair Market Value (FMV)
Other Non Cash Contri Table10$2,180Fair Market Value (FMV)
Total Noncash Contributions26$52,702-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,655,173
Revenue Not Reported on Financial Statements
$31,739
Revenue Not Reported on Form 990
$595,274
Total Revenue per Audited Statements
$9,250,447
Total Revenue per Form 990
$8,686,912
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,845,774
Other Expenses$5,786,490
Total Fundraising Expense$699,767
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,913,730$330,955$220,381$4,465,066
Fees for Services Other$252,434$206,615$119,245$578,294
Current Officers, Directors, Trustees, and Key Employees$217,412$217,412$108,707$543,531
Office Expenses$412,678$38,579$50,598$501,855
Travel$485,435$385$942$486,762
Other Employee Benefits$363,109$36,537$22,679$422,325
Payroll Taxes$306,404$33,873$20,618$360,895
Information Technology$117,363$113,793$71,876$303,032
Depreciation Depletion$279,261$18,779$4,178$302,218
Occupancy$165,500$20,189$2,177$187,866
Insurance$141,076$7,324$1,609$150,009
Advertising$39,567$49,657$12,938$102,162
Fees for Services Accounting$25,604$20,957$12,095$58,656
Conferences and Meetings$22,637$21,948$13,864$58,449
Pension Plan Contributions$50,837$1,637$1,483$53,957
Fees for Services Legal$18,781$8,873$8,872$36,526
Fees for Service Investment Mgmnt Fees-$31,739-$31,739
Interest$14,810--$14,810
Other Expenses$4,642$4,501$2,842$11,985
All Other Expenses$1,900$1,842$1,163$4,905
Total Functional Expenses$9,698,096$1,234,401$699,767$11,632,264

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$12,050,674
Total Expenses per Form 990$11,632,264
Expenses per Audited Statements$11,600,525
Expenses Not Reported on Form 990$450,149
Expenses Not Reported on Financial Statements$31,739
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$102,591
Fundraising Gross Income$20,853
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bust a Crust$155,930$12,747$76,026$-63,279
Pie-K 5k Walk/Run$14,412$8,106$16,096$-7,990
Total Events$170,342$20,853$102,591$-81,738
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
-OfficerSara Taylor received compensation as an employee, and is the daughter of Tracey Collins, an officer.No$35,005
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
Yes
Business relationship with organization members
No
Material changes to governing documents
Yes
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
No

Governance Explanations

Form 990, Part VI, Section A, line 4

“WCSO merged with Cincinnati Area Senior Services on 5/1/2021.”

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 Executive Director'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
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
Jennifer Steele
Title
CEO
Phone
5136612777
Signed
2022-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Steele
Formed
1949
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
205
Volunteers
996

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

“Due to the merger with Cincinnati Area Senior Services (CASS), we began offering transportation services to our seniors. Additionally we entered into additional offered additional social services programs that were previously offered by CASS: Rep-Payee Case Management, Senior Care Coordination, APS Guardianship, & Resident Service Coordination.”

Form 990, Part XI, line 9:

“Change in Pension 117,480. Net Asset Adjustment for merger of CASS 1,956,269.”

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 $421,366 at 12/31/2021.”

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:

“Change in Pension 117,480. Event Expenses 102,590.”

Part XII, Line 2D - Other Adjustments:

“Event Expenses 102,590.”

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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/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
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/OtherCompensationAmt183811
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt194462
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt204415
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt218640
IRS990/Form990PartVIISectionAGrp/PersonNm0Danielle McColaugh
IRS990/Form990PartVIISectionAGrp/PersonNm1Joseph Maas
IRS990/Form990PartVIISectionAGrp/PersonNm2Guinette M Kirk
IRS990/Form990PartVIISectionAGrp/PersonNm3Sarah Celi
IRS990/Form990PartVIISectionAGrp/PersonNm4Bart Richardson
IRS990/Form990PartVIISectionAGrp/PersonNm5Michael Murphy
IRS990/Form990PartVIISectionAGrp/PersonNm6Thomas Kaylor
IRS990/Form990PartVIISectionAGrp/PersonNm7Lyndsey R Barnett
IRS990/Form990PartVIISectionAGrp/PersonNm8Mary Wagner
IRS990/Form990PartVIISectionAGrp/PersonNm9Barbara Carr
IRS990/Form990PartVIISectionAGrp/PersonNm10Dan Driehaus
IRS990/Form990PartVIISectionAGrp/PersonNm11Renee Dunn
IRS990/Form990PartVIISectionAGrp/PersonNm12Mary Ann Jacobs
IRS990/Form990PartVIISectionAGrp/PersonNm13Rob Jutze
IRS990/Form990PartVIISectionAGrp/PersonNm14Patrick O'Neill
IRS990/Form990PartVIISectionAGrp/PersonNm15Andy Sathe
IRS990/Form990PartVIISectionAGrp/PersonNm16Mike Snow
IRS990/Form990PartVIISectionAGrp/PersonNm17Jonathan Libbert
IRS990/Form990PartVIISectionAGrp/PersonNm18Robin Rodgers
IRS990/Form990PartVIISectionAGrp/PersonNm19Jennifer Steele
IRS990/Form990PartVIISectionAGrp/PersonNm20Tracey Collins
IRS990/Form990PartVIISectionAGrp/PersonNm21Connie Baker
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/ReportableCompFromOrgAmt18109880
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19231486
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20113578
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2167259
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/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee - Exited 4/30/21
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee - Started 5/1/21
IRS990/Form990PartVIISectionAGrp/TitleTxt10Chairperson - Started 5/1/21
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee - Started 9/1/21
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee - Started 5/1/21
IRS990/Form990PartVIISectionAGrp/TitleTxt13Secretary - Started 5/1/21
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee - Started 5/1/21
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee - Started 7/1/21
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee - Started 5/1/21
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee - Exited 8/1/21
IRS990/Form990PartVIISectionAGrp/TitleTxt18Chief Administrative Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt19CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt20Chief Integration Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt21Chief Operating Officer
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0149489
IRS990/FundraisingDirectExpensesAmt0102591
IRS990/FundraisingGrossIncomeAmt020853
IRS990/GainOrLossGrp/OtherAmt0-43895
IRS990/GainOrLossGrp/SecuritiesAmt0235426
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt0172940
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt014163
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0783969
IRS990/GrossReceiptsAmt09396104
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt071876
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0113793
IRS990/InformationTechnologyGrp/ProgramServicesAmt0117363
IRS990/InformationTechnologyGrp/TotalAmt0303032
IRS990/InsuranceGrp/FundraisingAmt01609
IRS990/InsuranceGrp/ManagementAndGeneralAmt07324
IRS990/InsuranceGrp/ProgramServicesAmt0141076
IRS990/InsuranceGrp/TotalAmt0150009
IRS990/InterestGrp/ProgramServicesAmt014810
IRS990/InterestGrp/TotalAmt014810
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0163165
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0117608
IRS990/InvestmentIncomeGrp/ExclusionAmt0206465
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0206465
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04766843
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06058799
IRS990/IRPDocumentCnt044
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03143346
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03113633
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03236266
IRS990/LandBldgEquipCostOrOtherBssAmt06379612
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt058058
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0548543
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
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/BOYAmt0208572
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0170733
IRS990/NetAssetsOrFundBalancesBOYAmt013030817
IRS990/NetAssetsOrFundBalancesEOYAmt012186859
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0191531
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0191531
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-81738
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-81738
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt027645
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt012261154
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt011412886
IRS990/NoncashContributionsAmt052702
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02177
IRS990/OccupancyGrp/ManagementAndGeneralAmt020189
IRS990/OccupancyGrp/ProgramServicesAmt0165500
IRS990/OccupancyGrp/TotalAmt0187866
IRS990/OfficeExpensesGrp/FundraisingAmt050598
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt038579
IRS990/OfficeExpensesGrp/ProgramServicesAmt0412678
IRS990/OfficeExpensesGrp/TotalAmt0501855
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt013150
IRS990/OtherAssetsTotalGrp/EOYAmt08546
IRS990/OtherChangesInNetAssetsAmt02073749
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt022679
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt036537
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0363109
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0422325
IRS990/OtherExpensesGrp/Desc0Food
IRS990/OtherExpensesGrp/Desc1Other expenses
IRS990/OtherExpensesGrp/Desc2Telephone
IRS990/OtherExpensesGrp/Desc3Dues & subscriptions
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt223500
IRS990/OtherExpensesGrp/FundraisingAmt32842
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt131601
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt237205
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt34501
IRS990/OtherExpensesGrp/ProgramServicesAmt02737965
IRS990/OtherExpensesGrp/ProgramServicesAmt188579
IRS990/OtherExpensesGrp/ProgramServicesAmt238372
IRS990/OtherExpensesGrp/ProgramServicesAmt34642
IRS990/OtherExpensesGrp/TotalAmt02737965
IRS990/OtherExpensesGrp/TotalAmt1120180
IRS990/OtherExpensesGrp/TotalAmt299077
IRS990/OtherExpensesGrp/TotalAmt311985
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/ExclusionAmt014198
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt014198
IRS990/OtherRevenueTotalAmt014198
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0220381
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0330955
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03913730
IRS990/OtherSalariesAndWagesGrp/TotalAmt04465066
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt020618
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt033873

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,947,093
Liabilities
$1,760,234
Net assets
$12,186,859
Revenue
$8,686,912
Expenses
$11,632,264
Net income
-$2,945,352
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
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
2021Detailed filing. Detailed filing data is available for this year.$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