Civic Intelligence

Meals on Wheels of Hancock County

EIN 35-2117913 • 501(c)3 • Greenfield, IN

Profile

Our mission is to help the citizens of hancock county maintain an independent lifestyle through the delivery of nutritious meals in accordance with prescribed dietary needs and provide a point of personal contact with the community.

630 N State StreetGreenfield, IN 46140

www.mealsonwheelsonline.org

Siviq Scores

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

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.01x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

49th percentile

1.1%

Higher net margin than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

57th percentile

1.3%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

31%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$231,298

Up $2,865 (+1.3%) from 2019

Liabilities

Down

$4,433

Down $83 (-1.8%) from 2019

Net Assets

Up

$226,865

Up $2,948 (+1.3%) from 2019

Revenue

Up

$301,458

Up $71,023 (+31%) from 2019

Expenses

Up

$298,266

Up $71,618 (+32%) from 2019

Net Income

Down

$3,192

Down $595 (-16%) from 2019

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $143,063Liabilities 2013: $1,524Net Assets 2013: $141,5392013Assets 2014: $164,769Liabilities 2014: $2,356Net Assets 2014: $162,4132014Assets 2015: $202,512Liabilities 2015: $3,146Net Assets 2015: $199,3662015Assets 2016: $210,357Liabilities 2016: $2,882Net Assets 2016: $207,4752016Assets 2017: $206,733Liabilities 2017: $4,527Net Assets 2017: $202,2062017Assets 2018: $222,222Liabilities 2018: $4,209Net Assets 2018: $218,0132018Assets 2019: $228,433Liabilities 2019: $4,516Net Assets 2019: $223,9172019Assets 2020: $231,298Liabilities 2020: $4,433Net Assets 2020: $226,8652020

Highlighted filing

2020

Assets$231,298
Liabilities$4,433
Net Assets$226,865

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2013: $120,149Expenses 2013: $149,653Net Income 2013: -$29,5042013Revenue 2014: $163,669Expenses 2014: $143,495Net Income 2014: $20,1742014Revenue 2015: $189,287Expenses 2015: $152,334Net Income 2015: $36,9532015Revenue 2016: $149,188Expenses 2016: $141,079Net Income 2016: $8,1092016Revenue 2017: $187,783Expenses 2017: $194,712Net Income 2017: -$6,9292017Revenue 2018: $215,468Expenses 2018: $197,035Net Income 2018: $18,4332018Revenue 2019: $230,435Expenses 2019: $226,648Net Income 2019: $3,7872019Revenue 2020: $301,458Expenses 2020: $298,266Net Income 2020: $3,1922020

Highlighted filing

2020

Revenue$301,458
Expenses$298,266
Net Income$3,192

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.0
Gross Receipts
$316,837
Mission and Program Overview

Mission

To provide meals to home-bound individuals

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$126,005$108,295▼ $17,710
Savings and Temporary Cash Investments$51,783$52,625▲ $842
Investments in Publicly Traded Securities$29,237$30,822▲ $1,585
Accounts Receivable$7,062$19,496▲ $12,434
Pledges and Grants Receivable$7,500$12,500▲ $5,000
Land, Buildings, and Equipment, Net$1,315$853▼ $462
Total Assets$228,433$231,298▲ $2,865
Other Assets Total$5,531$6,707▲ $1,176
Liabilities
Other Liabilities$4,516$4,433▼ $83
Total Liabilities$4,516$4,433▼ $83
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$216,417$214,365▼ $2,052
Net Assets With Donor Restrictions$7,500$12,500▲ $5,000
Total Net Assets Fund Balance$223,917$226,865▲ $2,948
Total Liabilities and Net Assets / Fund Balance$228,433$231,298▲ $2,865

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$853$30,544$31,397

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$5,106-▲ $701-$5,807
Compensation and Service Providers

Board Members and Trustees

NameTitle
Liz SleemanChair
Teri House-gottschalkCo-chair/int
Amanda WilsonBoard Member
Jackie BartonBoard Member
Patrick DavidsonBoard Member
Tina BaxterBoard Member
Greg WoodsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$167,885
Program Service Revenue
$118,721
Investment Income
$4,029
Other Revenue
$10,823
All Other Contributions
$165,977
Change in Net Assets
$3,192
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$186,539
Salaries, Compensation, and Employee Benefits$109,127
Total Fundraising Expense$29,355
Grants and Similar Amounts Paid$2,600
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$20,370$17,824$12,732$50,926
Other Salaries and Wages$18,293$16,006$11,433$45,732
Payroll Taxes$4,988$4,364$3,117$12,469
Information Technology-$9,433-$9,433
Office Expenses$156$8,351$351$8,858
Occupancy-$5,856-$5,856
Insurance$749$4,244-$4,993
Fees for Services Accounting-$3,920-$3,920
Advertising$267$801$1,602$2,670
Grants to Domestic Orgs$2,600--$2,600
Other Expenses$8,568$1,273$8$1,273
All Other Expenses$1,053$48-$1,101
Travel$374$261$112$747
Fees for Services Other-$742-$742
Depreciation Depletion$217$245-$462
Total Functional Expenses$194,050$74,861$29,355$298,266
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$25,026
Gaming Direct Expenses$9,797
Fundraising Direct Expenses$5,582
Fundraising Gross Income$1,160
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$3,339
Accrued Payroll$863
Accrued Expenses$231
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted. The board is presented with reviewed financial statements for review.

Form 990, Page 6, Part VI, Line 12C

Board of directors sign a conflict of interest form disclosing any conflicts to the board. If an item relating to the conflict arises, then the officer abstains from the vote.

Form 990, Page 6, Part VI, Line 15A

Utilize market adjustments and united way salary comparisons to determine compensation. Compensations are reviewed yearly and board approved.

Form 990, Page 6, Part VI, Line 15B

Utilize market adjustments and united way salary comparisons to determine compensation. Compensations are reviewed yearly and board approved.

Form 990, Page 6, Part VI, Line 19

Governing documents, conflicts of interest policy and financial information are available in paper and/or electonic format upon request.

Filing and Contact Details

Filer

Filer Name
Meals on Wheels of Hancock County
EIN
35-2117913
Phone
3174774345
Address
630 N STATE STREET, GREENFIELD, IN 46140

Signing Officer

Name
Lynda Kosh
Title
Executive Director
Phone
3174774345
Signed
2021-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynda Kosh
Formed
2000
Legal Domicile
In
Voting Board Members
7
Independent Board Members
7
Employees
12
Volunteers
245

Preparer

Firm
Sprinkle CPA LLC
Address
32 S STATE STREET, GREENFIELD, IN 46140-7285
Preparer
Susan E Connett CPA
Phone
3174771040
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Our mission is to help the citizens of hancock county maintain an independent lifestyle through the delivery of nutritious meals in accordance with prescribed dietary needs and provide a point of personal contact with the community.

Form 990, Page 1, Part I, Line 6

Volunteers deliver meals to home-bound clients. In 2020, we averaged 245 volunteers per month.

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Investment to obtain matching funds from the local community foundation. Funds set aside for investment.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt089574
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt078540
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt075375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt061044
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0472418
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05578
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02353
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0704
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01551
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014215
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0122750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt094401
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt092505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt086275
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt062411
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0458342
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt026202
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt078218
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt062969
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt042210
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt036806
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0246405
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05578
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02353
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0704
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01551
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014215
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98810
IRS990ScheduleA/PublicSupportPY509Pct00.99540
IRS990ScheduleA/PublicSupportTotal509Amt01177165
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0316837
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0262193
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0234014
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0203860
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0160261
IRS990ScheduleA/Total509Grp/TotalAmt01177165
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0320866
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0267771
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0236367
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0204564
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0161812
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01191380
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05106
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05807
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0701
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0853
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030544
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt031397
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03339
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1863
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2231
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED PAYROLL
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT TO OBTAIN MATCHING FUNDS FROM THE LOCAL COMMUNITY FOUNDATION. FUNDS SET ASIDE FOR INVESTMENT.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0853
IRS990ScheduleD/TotalLiabilityAmt04433
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/CashPrizesPullTabsAmt05374
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt05374
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt09797
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt013800
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt05166
IRS990ScheduleG/GamingInformationGrp/GrossRevenuePullTabsAmt06060
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt025026
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt015229
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesBingoAmt01420
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesOtherGamingAmt0424
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesTotalGamingAmt01844
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt0497
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesBingoAmt0123
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesPullTabsAmt0374
IRS990ScheduleG/GamingInformationGrp/RentFacilityCostsBingoAmt01238
IRS990ScheduleG/GamingInformationGrp/RentFacilityCostsPullTabsAmt0456
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsOtherGamingAmt0388
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsTotalGamingAmt02082
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoPct00.85000
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct00.85000
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsPct00.85000
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksName/BusinessNameLine1Txt0MEALS ON WHEELS
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0630 N STATE ST
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0GREENFIELD
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0IN
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd046140
IRS990ScheduleG/StatesWhereGamingConductedCd0IN
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUR MISSION IS TO HELP THE CITIZENS OF HANCOCK COUNTY MAINTAIN AN INDEPENDENT LIFESTYLE THROUGH THE DELIVERY OF NUTRITIOUS MEALS IN ACCORDANCE WITH PRESCRIBED DIETARY NEEDS AND PROVIDE A POINT OF PERSONAL CONTACT WITH THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOLUNTEERS DELIVER MEALS TO HOME-BOUND CLIENTS. IN 2020, WE AVERAGED 245 VOLUNTEERS PER MONTH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED. THE BOARD IS PRESENTED WITH REVIEWED FINANCIAL STATEMENTS FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD OF DIRECTORS SIGN A CONFLICT OF INTEREST FORM DISCLOSING ANY CONFLICTS TO THE BOARD. IF AN ITEM RELATING TO THE CONFLICT ARISES, THEN THE OFFICER ABSTAINS FROM THE VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UTILIZE MARKET ADJUSTMENTS AND UNITED WAY SALARY COMPARISONS TO DETERMINE COMPENSATION. COMPENSATIONS ARE REVIEWED YEARLY AND BOARD APPROVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UTILIZE MARKET ADJUSTMENTS AND UNITED WAY SALARY COMPARISONS TO DETERMINE COMPENSATION. COMPENSATIONS ARE REVIEWED YEARLY AND BOARD APPROVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL INFORMATION ARE AVAILABLE IN PAPER AND/OR ELECTONIC FORMAT UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B

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