Civic Intelligence

Placentia-Yorba Meals on Wheels

990EZ • Fiscal year 2012 • EIN 33-0446963

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 15, 2013

1130 Yorba Linda Blvd92870
Siviq Scores

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

Liabilities / Assets

76th percentile

0.11x

Higher debt load relative to assets than 76% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

82nd percentile

0.10x

Higher debt load relative to revenue than 82% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

24th percentile

-10%

Higher net margin than 24% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

25th percentile

-14%

Faster asset growth than 25% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Assets

Down

$81,026

Down $13,372 (-14%) from 2011

Net Assets

Down

$72,058

Down $19,543 (-21%) from 2011

Liabilities

Up

$8,968

Up $6,171 (+221%) from 2011

Revenue

Down

$87,958

Down $13,604 (-13%) from 2011

Expenses

Down

$96,855

Down $11,515 (-11%) from 2011

Net Income

Down

-$8,897

Down $2,089 (-31%) from 2011

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $100,836Liabilities 2010: $515Net Assets 2010: $100,3212010Assets 2011: $94,398Liabilities 2011: $2,797Net Assets 2011: $91,6012011Assets 2012: $81,026Liabilities 2012: $8,968Net Assets 2012: $72,0582012Assets 2013: $81,598Liabilities 2013: $11,981Net Assets 2013: $69,6172013Assets 2014: $70,726Liabilities 2014: $10,573Net Assets 2014: $60,1532014Assets 2015: $67,478Liabilities 2015: $11,475Net Assets 2015: $56,0032015Assets 2016: $62,410Liabilities 2016: $11,348Net Assets 2016: $51,0622016Assets 2017: $78,179Liabilities 2017: $1,385Net Assets 2017: $76,7942017Assets 2018: $138,163Liabilities 2018: $1,602Net Assets 2018: $136,5612018Assets 2019: $166,335Liabilities 2019: $1,165Net Assets 2019: $165,1702019Assets 2020: $167,874Liabilities 2020: $977Net Assets 2020: $166,8972020Assets 2021: $163,677Liabilities 2021: $3,002Net Assets 2021: $160,6752021Assets 2022: $165,497Liabilities 2022: $3,082Net Assets 2022: $162,4152022Assets 2023: $157,327Liabilities 2023: $1,837Net Assets 2023: $155,4902023Assets 2024: $149,094Liabilities 2024: $0Net Assets 2024: $149,0942024

Highlighted filing

2012

Assets$81,026
Liabilities$8,968
Net Assets$72,058

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $110,215Expenses 2010: $116,440Net Income 2010: -$6,2252010Revenue 2011: $101,562Expenses 2011: $108,370Net Income 2011: -$6,8082011Revenue 2012: $87,958Expenses 2012: $96,855Net Income 2012: -$8,8972012Revenue 2013: $98,967Expenses 2013: $101,408Net Income 2013: -$2,4412013Revenue 2014: $106,265Expenses 2014: $115,729Net Income 2014: -$9,4642014Revenue 2015: $120,361Expenses 2015: $124,511Net Income 2015: -$4,1502015Revenue 2016: $116,301Expenses 2016: $121,242Net Income 2016: -$4,9412016Revenue 2017: $146,277Expenses 2017: $120,545Net Income 2017: $25,7322017Revenue 2018: $193,660Expenses 2018: $133,893Net Income 2018: $59,7672018Revenue 2019: $154,266Expenses 2019: $125,658Net Income 2019: $28,6082019Revenue 2020: $150,191Expenses 2020: $148,464Net Income 2020: $1,7272020Revenue 2021: $125,564Expenses 2021: $131,786Net Income 2021: -$6,2222021Revenue 2022: $129,921Expenses 2022: $128,181Net Income 2022: $1,7402022Revenue 2023: $161,869Expenses 2023: $168,794Net Income 2023: -$6,9252023Revenue 2024: $127,476Expenses 2024: $133,872Net Income 2024: -$6,3962024

Highlighted filing

2012

Revenue$87,958
Expenses$96,855
Net Income-$8,897
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 15, 2013
Return Version
2012v2.0
Mission and Program Overview

Mission

Deliver 3 meals per day, 5 days a week to homebound and elderly clients.

Filing and Contact Details

Filer

EIN
33-0446963
Raw XML Appendix208 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
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/BenefitsPaidToOrForMembers055048
IRS990EZ/CashSavingsAndInvestments/BOY088002
IRS990EZ/CashSavingsAndInvestments/EOY079934
IRS990EZ/ContributionsGiftsGrantsEtc016529
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-8897
IRS990EZ/FeesAndOthPymtToIndContractors0400
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/Form720Filed0false
IRS990EZ/FundraisingGrossIncome01921
IRS990EZ/GrossReceipts089342
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome0235
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY091601
IRS990EZ/NetAssetsOrFundBalancesBOY091601
IRS990EZ/NetAssetsOrFundBalances/EOY072058
IRS990EZ/NetAssetsOrFundBalancesEOY072058
IRS990EZ/OccupancyRentUtilitiesAndMaint09782
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition40.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition50.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Jim Nebel
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Jacqui Coley
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2JC Elmore
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Robert McNamara
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Wendy Equitz
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5Barri Mogilewsky
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Ways & Means
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Vice President
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY06396
IRS990EZ/OtherAssetsTotal/EOY01092
IRS990EZ/OtherChangesInNetAssets0-10646
IRS990EZ/OtherExpensesTotal07504
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Deliver 3 meals per day, 5 days a week to homebound and elderly clients.
IRS990EZ/PrintingPublicationsPostage0260
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Meals on Wheels delivers 3 meals per day, 5 days a week to elderly and homebound individuals who are unable to prepare their own meals. They also subsidize clients who cannot afford their services with public donations and fundraisers. We delivered a total of 9135 meals in 2012 to an average of 48 clients per month.
IRS990EZ/ProgramServiceRevenue070657
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/SalariesOtherCompEmplBenefits023861
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses01384
IRS990EZ/SpecialEventsNetIncomeLoss0537
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY02797
IRS990EZ/SumOfTotalLiabilities/EOY08968
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine101130 Yorba Linda Blvd
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Placentia
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode0928703828
IRS990EZ/TheBooksAreInCareOf/NamePerson0Jim Nebel
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber07145245056
IRS990EZ/TotalAssets/BOY094398
IRS990EZ/TotalAssets/EOY081026
IRS990EZ/TotalExpenses096855
IRS990EZ/TotalRevenue087958
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmountsSubstContributorsTotal00
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear087226
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year099436
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years0108656
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years0150944
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years0109762
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0556024
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear0235
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year01919
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years01559
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years02237
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years05115
IRS990ScheduleA/GrossInvestmentIncome170/Total011065
IRS990ScheduleA/NetUBI/Total00
IRS990ScheduleA/OtherIncome170/Total00
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.98050
IRS990ScheduleA/PublicSupportPertcentPriorYear00.97610
IRS990ScheduleA/PublicSupportTotal1700556024
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear087226
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year099436
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years0108656
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years0150944
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years0109762
IRS990ScheduleA/Total170/Total0556024
IRS990ScheduleA/TotalSupport0567089
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total00
IRS990ScheduleO/GeneralExplanation/Explanation0Customer deposits - Beginning $0 Customer deposits - Ending $7759
IRS990ScheduleO/GeneralExplanation/Explanation1Payroll Taxes Payable - Beginning $1064 Payroll Taxes Payable - Ending $1209
IRS990ScheduleO/GeneralExplanation/Explanation2Accounts Payable and Accrued Expenses - Beginning $1733 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/GeneralExplanation/Explanation3Prepaid/Deposits - Beginning $234 Prepaid/Deposits - Ending $234
IRS990ScheduleO/GeneralExplanation/Explanation4Accounts Receivable - Beginning $5030 Accounts Receivable - Ending $0
IRS990ScheduleO/GeneralExplanation/Explanation5Machinery and Equipment - Beginning $1132 Machinery and Equipment - Ending $858
IRS990ScheduleO/GeneralExplanation/Explanation6FTB fee $10
IRS990ScheduleO/GeneralExplanation/Explanation7Bank Fees $18
IRS990ScheduleO/GeneralExplanation/Explanation8License $70
IRS990ScheduleO/GeneralExplanation/Explanation9Miscellaneous $81
IRS990ScheduleO/GeneralExplanation/Explanation10DUES & SUBSCRIPTIONS $175
IRS990ScheduleO/GeneralExplanation/Explanation11Bus Prop Taxes $293
IRS990ScheduleO/GeneralExplanation/Explanation12Client gifts $675
IRS990ScheduleO/GeneralExplanation/Explanation13Luncheon $1539
IRS990ScheduleO/GeneralExplanation/Explanation14Insurance $2612
IRS990ScheduleO/GeneralExplanation/Explanation15Depreciation $274
IRS990ScheduleO/GeneralExplanation/Explanation16Office Expenses $1411
IRS990ScheduleO/GeneralExplanation/Explanation17Advertising and Promotion $346
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part II, Line 26.2
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part II, Line 26.1
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part II, Line 26.1001
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part II, Line 24.1
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part II, Line 24.1005
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part II, Line 24.1003
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 16.10
IRS990ScheduleO/GeneralExplanation/Identifier7Form 990-EZ, Part I, Line 16.9
IRS990ScheduleO/GeneralExplanation/Identifier8Form 990-EZ, Part I, Line 16.8
IRS990ScheduleO/GeneralExplanation/Identifier9Form 990-EZ, Part I, Line 16.7
IRS990ScheduleO/GeneralExplanation/Identifier10Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier11Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier12Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier13Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier14Form 990-EZ, Part I, Line 16.1012
IRS990ScheduleO/GeneralExplanation/Identifier15Form 990-EZ, Part I, Line 16.1009
IRS990ScheduleO/GeneralExplanation/Identifier16Form 990-EZ, Part I, Line 16.1002
IRS990ScheduleO/GeneralExplanation/Identifier17Form 990-EZ, Part I, Line 16.1001
IRS990ScheduleO/GeneralExplanation/ReturnReference0Total Liabilities.2
IRS990ScheduleO/GeneralExplanation/ReturnReference1Total Liabilities.1
IRS990ScheduleO/GeneralExplanation/ReturnReference2Total Liabilities.1001
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Assets.1
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Assets.1005
IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Assets.1003
IRS990ScheduleO/GeneralExplanation/ReturnReference6Other Expenses.10
IRS990ScheduleO/GeneralExplanation/ReturnReference7Other Expenses.9
IRS990ScheduleO/GeneralExplanation/ReturnReference8Other Expenses.8
IRS990ScheduleO/GeneralExplanation/ReturnReference9Other Expenses.7
IRS990ScheduleO/GeneralExplanation/ReturnReference10Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference11Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference12Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference13Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference14Other Expenses.1012
IRS990ScheduleO/GeneralExplanation/ReturnReference15Other Expenses.1009
IRS990ScheduleO/GeneralExplanation/ReturnReference16Other Expenses.1002
IRS990ScheduleO/GeneralExplanation/ReturnReference17Other Expenses.1001
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0330446963
ReturnHeader/Filer/Name/BusinessNameLine10Placentia-Yorba Meals on Wheels
ReturnHeader/Filer/NameControl0PLAC
ReturnHeader/Filer/Phone07145245056
ReturnHeader/Filer/USAddress/AddressLine101130 Yorba Linda Blvd
ReturnHeader/Filer/USAddress/City0Placentia
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092870
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-08-15
ReturnHeader/Officer/Name0Jim Nebel
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10J D & COMPANY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO Box 610
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0YORBA LINDA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0928850610
ReturnHeader/Preparer/Name0Julie L Davis
ReturnHeader/Preparer/Phone07144205603
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-15T15:36:55-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$1.27$1.34$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.02$1.55$1.62$1.69$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.65$0.03$1.62$1.30$1.28$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.03$1.61$1.26$1.32$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.01$1.67$1.50$1.48$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.01$1.65$1.54$1.26$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.02$1.37$1.94$1.34$0.60
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.01$0.77$1.46$1.21$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.11$0.51$1.16$1.21$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.11$0.56$1.20$1.25$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.11$0.60$1.06$1.16$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.82$0.12$0.70$0.99$1.01$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.09$0.72$0.88$0.97$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.03$0.92$1.02$1.08$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.01$1.00$1.10$1.16$0.06