Civic Intelligence

Lower Burrell Meals on Wheels

990EZ • Fiscal year 2023 • EIN 38-3825895

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 22, 2024

Organization Profile
1009 Puckety Church RoadLower Burrell, PA 15068

(724) 334-4404

Siviq Scores

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

Liabilities / Assets

75th percentile

0.05x

Higher debt load relative to assets than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

78th percentile

0.05x

Higher debt load relative to revenue than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

29th percentile

-8.5%

Higher net margin than 29% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

54th percentile

2.8%

Faster asset growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

36th percentile

-7.6%

Faster revenue growth than 36% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$89,700

Up $2,424 (+2.8%) from 2022

Net Assets

Down

$85,646

Down $1,630 (-1.9%) from 2022

Liabilities

Up

$4,055

Up $4,055 from 2022

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin29th percentile

Revenue

Down

$76,402

Down $6,258 (-7.6%) from 2022

Expenses

Down

$82,903

Down $1,435 (-1.7%) from 2022

Net Income

Down

-$6,501

Down $4,823 (-287%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$100K$50K$0Assets 2011: $31,945Liabilities 2011: $02011Assets 2012: $32,305Liabilities 2012: $02012Assets 2013: $32,405Liabilities 2013: $02013Assets 2014: $40,572Liabilities 2014: $02014Assets 2015: $43,211Liabilities 2015: $02015Assets 2016: $48,511Liabilities 2016: $02016Assets 2017: $56,089Liabilities 2017: $02017Assets 2018: $81,035Liabilities 2018: $02018Assets 2019: $88,173Liabilities 2019: $02019Assets 2020: $87,353Liabilities 2020: $02020Assets 2021: $88,954Liabilities 2021: $0Net Assets 2021: $88,9542021Assets 2022: $87,276Liabilities 2022: $0Net Assets 2022: $87,2762022Assets 2023: $89,700Liabilities 2023: $4,055Net Assets 2023: $85,6462023Assets 2024: $81,105Liabilities 2024: $1,950Net Assets 2024: $79,1552024Assets 2025: $84,391Liabilities 2025: $1,942Net Assets 2025: $82,4492025

Highlighted filing

2023

Assets$89,700
Liabilities$4,055
Net Assets$85,646
Open 2023 Filing

Operations Trend

Revenue Growth36th percentile

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

$100K$50K$0-$50KRevenue 2011: $72,529Expenses 2011: $73,713Net Income 2011: -$1,1842011Revenue 2012: $76,798Expenses 2012: $74,164Net Income 2012: $2,6342012Revenue 2013: $83,839Expenses 2013: $70,979Net Income 2013: $12,8602013Revenue 2014: $85,703Expenses 2014: $77,536Net Income 2014: $8,1672014Revenue 2015: $86,285Expenses 2015: $75,557Net Income 2015: $10,7282015Revenue 2016: $89,118Expenses 2016: $73,177Net Income 2016: $15,9412016Revenue 2017: $67,796Expenses 2017: $60,678Net Income 2017: $7,1182017Revenue 2018: $81,169Expenses 2018: $55,988Net Income 2018: $25,1812018Revenue 2019: $67,891Expenses 2019: $60,753Net Income 2019: $7,1382019Revenue 2020: $67,199Expenses 2020: $67,826Net Income 2020: -$6272020Revenue 2021: $71,846Expenses 2021: $70,561Net Income 2021: $1,2852021Revenue 2022: $82,660Expenses 2022: $84,338Net Income 2022: -$1,6782022Revenue 2023: $76,402Expenses 2023: $82,903Net Income 2023: -$6,5012023Revenue 2024: $72,363Expenses 2024: $78,863Net Income 2024: -$6,5002024Revenue 2025: $87,919Expenses 2025: $84,625Net Income 2025: $3,2942025

Highlighted filing

2023

Revenue$76,402
Expenses$82,903
Net Income-$6,501
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 22, 2024
Return Version
2023v4.0
Gross Receipts
$76,402
Mission and Program Overview

Mission

provide meals to the elderly and disabled

providing meals to elderly and or disabled

Program Services

DescriptionGrantsExpenses
We provide nutritious meals to senior citizens over 60 or disabled unable to prepare a meal for themselves In 2023 we delivered 11027 meals to 141 recipients This amount is the cost of the food packaging and administrative costs to accomplish this We are the eyes and ears of family for our clients-$82,903
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUNE ROLFExe Boarddirtreasure-$0--
BARBARA HOWARDEx Boarddirkitchen-$0--
SHIRLEY SEBENExe Boarddir-$0--
CLAIRE SHEETSExe Board Accounting-$0--
MARILYN SHARKNISExe Board Rt Drvs-$0--
MARYANN MAZURDirector Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Lower Burrell Meals on Wheels
EIN
38-3825895
In Care Of
% Claire Sheets
Phone
7243344404
Address
1009 Puckety Church Road, Lower Burrell, PA 15068

Signing Officer

Name
Claire Sheets
Title
Finance reports
Phone
7243352718
Signed
2024-02-22
Supplemental Narrative

Additional Explanations

Part I Line 16

“Travel $85.00”

Part I Line 16

“Insurance $2483.00”

Part I Line 16

“supplies -food, milk, juice $68364.00”

Part II Line 24

“Accounts receivable, net. Beginning:$4908.00 Ending: $3903.00”

Part II Line 26

“Accounts payable and accrued expenses. Beginning:$0.00 Ending: $4055.00”

Raw XML Appendix164 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JUNE ROLF
IRS990EZ/BooksInCareOfDetail/PhoneNum07245670038
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0411 Chestnut Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Apollo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd015613
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt087239
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt085797
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt021303
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6501
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt092147
IRS990EZ/Form990TotalAssetsGrp/EOYAmt089700
IRS990EZ/GrossReceiptsAmt076402
IRS990EZ/InvestmentIncomeAmt014
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt092147
IRS990EZ/NetAssetsOrFundBalancesEOYAmt085646
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt092147
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt085645
IRS990EZ/OccupancyRentUtltsAndMaintAmt011225
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUNE ROLF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BARBARA HOWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHIRLEY SEBEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CLAIRE SHEETS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARILYN SHARKNIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARYANN MAZUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Exe BoardDirTreasure
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Ex BoardDirKitchen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Exe BoardDir
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Exe Board Accounting
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Exe Board Rt Drvs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04908
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03903
IRS990EZ/OtherExpensesTotalAmt070932
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0providing meals to elderly and or disabled
IRS990EZ/PrintingPublicationsPostageAmt0746
IRS990EZ/ProgramServiceRevenueAmt055085
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We provide nutritious meals to senior citizens over 60 or disabled unable to prepare a meal for themselves In 2023 we delivered 11027 meals to 141 recipients This amount is the cost of the food packaging and administrative costs to accomplish this We are the eyes and ears of family for our clients
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt082903
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04055
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt082903
IRS990EZ/TotalProgramServiceExpensesAmt082903
IRS990EZ/TotalRevenueAmt076402
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0All Volunteer Organizatio
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021303
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024509
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt065194
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt066828
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt067890
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0245724
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt055085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt058115
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0113200
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0358924
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt076388
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt082624
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt065194
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt066828
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt067890
IRS990ScheduleA/Total509Grp/TotalAmt0358924
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt076388
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt082624
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt065194
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt066828
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt067890
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0358924
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel $85.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $2483.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2supplies -food, milk, juice $68364.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts receivable, net. Beginning:$4908.00 Ending: $3903.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts payable and accrued expenses. Beginning:$0.00 Ending: $4055.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part II Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part II Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAIRE SHEETS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Finance reports
ReturnHeader/BusinessOfficerGrp/PhoneNum07243352718
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lower Burrell Meals on Wheels
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0383825895
ReturnHeader/Filer/InCareOfNm0% Claire Sheets
ReturnHeader/Filer/PhoneNum07243344404
ReturnHeader/Filer/USAddress/AddressLine1Txt01009 Puckety Church Road
ReturnHeader/Filer/USAddress/CityNm0Lower Burrell
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015068
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02024-02-22T20:53:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CLAIRE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHEETS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,700
Liabilities
$4,055
Net assets
$85,646
Revenue
$76,402
Expenses
$82,903
Net income
-$6,501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$84.4$1.94$82.4$87.9$84.6$3.29
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$81.1$1.95$79.2$72.4$78.9$6.50
2023Detailed filing. Detailed filing data is available for this year.$89.7$4.06$85.6$76.4$82.9$6.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$87.3$0.00$87.3$82.7$84.3$1.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$89.0$0.00$89.0$71.8$70.6$1.29
2020Summary only. Only limited summary data is available for this year.$87.4$0.00$67.2$67.8$0.63
2019Summary only. Only limited summary data is available for this year.$88.2$0.00$67.9$60.8$7.14
2018Summary only. Only limited summary data is available for this year.$81.0$0.00$81.2$56.0$25.2
2017Summary only. Only limited summary data is available for this year.$56.1$0.00$67.8$60.7$7.12
2016Summary only. Only limited summary data is available for this year.$48.5$0.00$89.1$73.2$15.9
2015Summary only. Only limited summary data is available for this year.$43.2$0.00$86.3$75.6$10.7
2014Summary only. Only limited summary data is available for this year.$40.6$0.00$85.7$77.5$8.17
2013Summary only. Only limited summary data is available for this year.$32.4$0.00$83.8$71.0$12.9
2012Summary only. Only limited summary data is available for this year.$32.3$0.00$76.8$74.2$2.63
2011Summary only. Only limited summary data is available for this year.$31.9$0.00$72.5$73.7$1.18