Civic Intelligence

Meals on Wheels of Stevens Point Inc

EIN 39-1364268 • 501(c)3 • Stevens Point, WI

Profile

Home delivery of meals to the elderly. In 2024 34,495 meals were served.

2801 Hoover Rd Unit 1GStevens Point, WI 54481
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

24th percentile

-10.0%

Higher net margin than 24% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

42nd percentile

0.1%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-15%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$634,050

Up $779 (+0.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$634,050

Up $779 (+0.1%) from 2023

Revenue

Down

$321,307

Down $57,268 (-15%) from 2023

Expenses

Up

$353,315

Up $2,460 (+0.7%) from 2023

Net Income

Down

-$32,008

Down $59,728 (-215%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $77,678Liabilities 2010: $0Net Assets 2010: $77,6782010Assets 2011: $164,903Liabilities 2011: $0Net Assets 2011: $164,9032011Assets 2012: $235,375Liabilities 2012: $0Net Assets 2012: $235,3752012Assets 2013: $238,362Liabilities 2013: $0Net Assets 2013: $238,3622013Assets 2014: $235,893Liabilities 2014: $0Net Assets 2014: $235,8932014Assets 2015: $235,503Liabilities 2015: $0Net Assets 2015: $235,5032015Assets 2016: $244,440Liabilities 2016: $0Net Assets 2016: $244,4402016Assets 2017: $272,184Liabilities 2017: $0Net Assets 2017: $272,1842017Assets 2018: $293,141Liabilities 2018: $0Net Assets 2018: $293,1412018Assets 2019: $339,802Liabilities 2019: $0Net Assets 2019: $339,8022019Assets 2020: $559,924Liabilities 2020: $0Net Assets 2020: $559,9242020Assets 2021: $662,369Liabilities 2021: $0Net Assets 2021: $662,3692021Assets 2022: $557,420Liabilities 2022: $0Net Assets 2022: $557,4202022Assets 2023: $633,271Liabilities 2023: $0Net Assets 2023: $633,2712023Assets 2024: $634,050Liabilities 2024: $0Net Assets 2024: $634,0502024

Highlighted filing

2024

Assets$634,050
Liabilities$0
Net Assets$634,050

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $223,4022010Expenses 2011: $212,6602011Expenses 2012: $229,7492012Revenue 2013: $216,266Expenses 2013: $225,309Net Income 2013: -$9,0432013Revenue 2014: $239,731Expenses 2014: $241,008Net Income 2014: -$1,2772014Revenue 2015: $257,096Expenses 2015: $252,770Net Income 2015: $4,3262015Revenue 2016: $263,575Expenses 2016: $256,381Net Income 2016: $7,1942016Revenue 2017: $280,574Expenses 2017: $261,955Net Income 2017: $18,6192017Revenue 2018: $326,009Expenses 2018: $283,778Net Income 2018: $42,2312018Revenue 2019: $292,149Expenses 2019: $270,496Net Income 2019: $21,6532019Revenue 2020: $488,144Expenses 2020: $318,517Net Income 2020: $169,6272020Revenue 2021: $390,653Expenses 2021: $322,576Net Income 2021: $68,0772021Revenue 2022: $335,722Expenses 2022: $358,924Net Income 2022: -$23,2022022Revenue 2023: $378,575Expenses 2023: $350,855Net Income 2023: $27,7202023Revenue 2024: $321,307Expenses 2024: $353,315Net Income 2024: -$32,0082024

Highlighted filing

2024

Revenue$321,307
Expenses$353,315
Net Income-$32,008

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.34$0.00$6.34$3.21$3.53$0.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.33$0.00$6.33$3.79$3.51$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.57$0.00$5.57$3.36$3.59$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.62$0.00$6.62$3.91$3.23$0.68
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.60$0.00$5.60$4.88$3.19$1.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.00$3.40$2.92$2.70$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$3.26$2.84$0.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$2.81$2.62$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$2.64$2.56$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$2.57$2.53$0.04
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$2.40$2.41$0.01
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.38$0.00$2.38$2.16$2.25$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.00$2.35$2.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.00$1.65$2.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$2.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.0
Gross Receipts
$321,307
Mission and Program Overview

Mission

Home delivery of meals to the elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$608,073$590,576▼ $17,497
Cash and Non-Interest-Bearing Accounts$25,198$43,474▲ $18,276
Total Assets$633,271$634,050▲ $779
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$633,271$634,050▲ $779
Total Net Assets Fund Balance$633,271$634,050▲ $779
Total Liabilities and Net Assets / Fund Balance$633,271$634,050▲ $779
Compensation and Service Providers

Board Members and Trustees

NameTitle
Adrianne BongardPresident
Gail SawyerDirector
Kathy FandreDirector
Mykeerah ZarazuaDirector
Pam StarzinskiDirector
Reketa HatterDirector
Steve BiermanSecretary
Terrie TaufernerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$137,888
Program Service Revenue
$146,754
Investment Income
$22,541
Other Revenue
$14,124
All Other Contributions
$137,888
Change in Net Assets
$-32,008
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$239,680
Salaries, Compensation, and Employee Benefits$113,635
Total Fundraising Expense$14,667
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$74,864$20,765$7,001$102,630
Fees for Services Accounting$3,397$19,249-$22,646
Occupancy$8,323$2,444$873$11,640
Office Expenses$4,444$4,027$571$9,042
Fees for Service Investment Mgmnt Fees$6,089$1,827$642$8,558
Payroll Taxes$5,727$1,589$536$7,852
Insurance$1,308$2,115$143$3,566
Other Employee Benefits$2,050$788$315$3,153
Travel$1,351--$1,351
Other Expenses$580-$4,586$580
All Other Expenses-$75-$75
Total Functional Expenses$285,769$52,879$14,667$353,315
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$14,124
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

A representative from the board of directors reviews form 990 before it is filed.

Form 990, Page 6, Part VI, Line 19

Documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Meals on Wheels of Stevens Point
EIN
39-1364268
Phone
7153410081
Address
2801 HOOVER RD UNIT 1G, STEVENS POINT, WI 54481

Signing Officer

Name
Tasha Beestman
Title
Executive Director
Phone
7153410081
Signed
2025-11-04

Organization Details

Principal Officer
Tasha Beestman
Formed
1984
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
5
Volunteers
105

Preparer

Firm
Lifestyle Tax & Accounting LLC
Address
1102 MAIN ST, MOSINEE, WI 54455-1113
Preparer
Andrew Olszewski
Phone
7156934455
Raw XML Appendix344 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
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IRS990/ActivitiesConductedPrtshpInd0false
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IRS990/AllOtherContributionsAmt0137888
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt075
IRS990/AllOtherExpensesGrp/TotalAmt075
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0TASHA BEESTMAN
IRS990/BooksInCareOfDetail/PhoneNum07153410081
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02801 HOOVER ROAD UNIT 1G
IRS990/BooksInCareOfDetail/USAddress/CityNm0STEVENS POINT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054481
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IRS990/CollectionsOfArtInd0false
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IRS990/CompensationProcessOtherInd0false
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0137888
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYSalariesCompEmpBnftPaidAmt0113635
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0321307
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
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IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
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IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0285769
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt019249
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IRS990/FeesForServicesAccountingGrp/TotalAmt022646
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/PersonNm7TERRIE TAUFERNER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingGrossIncomeAmt014124
IRS990/GamingActivitiesInd0false
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TASHA BEESTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07153410081
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW OLSZEWSKI
ReturnHeader/ReturnTs02025-11-10T10:14:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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