Civic Intelligence

Meals for Shut-Ins Inc

990 • Fiscal year 2017 • EIN 41-1729356

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 19, 2018

11800 Xeon Blvd NWCoon Rapids, MN 55448

(763) 489-3608

Siviq Scores

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

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

48th percentile

2.5%

Higher net margin than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$3,590

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

56th percentile

5.6%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

52nd percentile

2.7%

Faster revenue growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$135,491

Up $7,245 (+5.6%) from 2016

Net Assets

Up

$132,568

Up $5,404 (+4.2%) from 2016

Liabilities

Up

$2,923

Up $1,841 (+170%) from 2016

Revenue

Up

$219,624

Up $5,697 (+2.7%) from 2016

Expenses

Up

$214,220

Up $8,340 (+4.1%) from 2016

Net Income

Down

$5,404

Down $2,643 (-33%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $81,709Liabilities 2011: $02011Assets 2012: $89,853Liabilities 2012: $02012Assets 2013: $92,601Liabilities 2013: $02013Assets 2014: $110,035Liabilities 2014: $02014Assets 2015: $120,326Liabilities 2015: $1,2092015Assets 2016: $128,246Liabilities 2016: $1,082Net Assets 2016: $127,1642016Assets 2017: $135,491Liabilities 2017: $2,923Net Assets 2017: $132,5682017Assets 2018: $137,807Liabilities 2018: $1,406Net Assets 2018: $136,4012018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2017

Assets$135,491
Liabilities$2,923
Net Assets$132,568

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $166,611Expenses 2011: $186,307Net Income 2011: -$19,6962011Revenue 2012: $174,033Expenses 2012: $165,889Net Income 2012: $8,1442012Revenue 2013: $158,830Expenses 2013: $156,082Net Income 2013: $2,7482013Revenue 2014: $172,666Expenses 2014: $155,232Net Income 2014: $17,4342014Revenue 2015: $189,537Expenses 2015: $180,005Net Income 2015: $9,5322015Revenue 2016: $213,927Expenses 2016: $205,880Net Income 2016: $8,0472016Revenue 2017: $219,624Expenses 2017: $214,220Net Income 2017: $5,4042017Revenue 2018: $212,844Expenses 2018: $209,010Net Income 2018: $3,8342018Revenue 2019: $200,162Expenses 2019: $220,183Net Income 2019: -$20,0212019

Highlighted filing

2017

Revenue$219,624
Expenses$214,220
Net Income$5,404
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 19, 2018
Return Version
2017v2.2
Gross Receipts
$219,624
Mission and Program Overview

Mission

Meals on wheels is a community based non-profit organization delivering hot, nutritious noon meals and providing a daily check-in for people who are homebound, elderly, or disabled and are unable to prepare their own meals. For many individuals, meals on wheels is a solution to a temporary situation, such as an illness, an injury or recuperating from a recent hospital stay.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$62,258$68,934▲ $6,676
Savings and Temporary Cash Investments$65,988$66,557▲ $569
Total Assets$128,246$135,491▲ $7,245
Liabilities
Other Liabilities$1,082$1,530▲ $448
Accounts Payable and Accrued Expenses-$1,393-
Total Liabilities$1,082$2,923▲ $1,841
Net Assets / Fund Balance
Unrestricted Net Assets$127,164$132,568▲ $5,404
Total Net Assets Fund Balance$127,164$132,568▲ $5,404
Total Liabilities and Net Assets / Fund Balance$128,246$135,491▲ $7,245
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Stacey ClaysonPrior Financial AssociatePT$3,590$3,590
John LewisPrior Financial AssociatePT$865$865
Jim GregorichCurrent Financial AssociatePT$704$704

Board Members and Trustees

NameTitle
Eileen NikolasPresident
Myrna KuehlVice President
Janet RobidouxDirector
Luanne KoskinenDirector
Rose LarsonDirector
Travis Van SlootenDirector
Laura WinterSecretary
Paul BeerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$105,133
Program Service Revenue
$112,726
Investment Income
$575
Other Revenue
$1,190
All Other Contributions
$14,661
Change in Net Assets
$5,404
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$155,212
Salaries, Compensation, and Employee Benefits$59,008
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$49,130--$49,130
Current Officers, Directors, Trustees, and Key Employees$5,159--$5,159
Payroll Taxes$4,719--$4,719
Office Expenses$2,850--$2,850
Insurance$2,252--$2,252
Fees for Services Accounting-$800-$800
Other Expenses$125--$125
All Other Expenses$100--$100
Conferences and Meetings$50--$50
Fees for Services Other-$25-$25
Total Functional Expenses$213,395$825$0$214,220
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,141
Fundraising Direct Expenses$0
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 Liabilities$1,432
Credit Cards$98
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Part VI, Section B, Line 11B

Once the return has been prepped jim gregorich and paul beer take the time to review the return prior to filing.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Meals for Shut-ins Inc
EIN
41-1729356
Phone
7634893608
Address
11800 XEON BLVD NW, COON RAPIDS, MN 55448

Signing Officer

Name
Paul L Beer
Title
Treasurer
Phone
7634893608
Signed
2018-06-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul L Beer
Formed
1993
Legal Domicile
Mn
Voting Board Members
10
Independent Board Members
10
Employees
6
Volunteers
265

Preparer

Firm
Carlson Advisors Llp
Address
7101 NORTHLAND CIRCLE SUITE 123, MINNEAPOLIS, MN 55428
Preparer
Darren Kray
Phone
7635358150
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Dues: program service expenses 100. Management and general expenses 0. Fundraising expenses 0. Total expenses 100.

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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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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt0163049
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt0148530
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt0137033
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt0848796
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0217859
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0211696
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0189140
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0172019
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0158713
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0949427
IRS990ScheduleA/TotalSupportAmt0954901
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt01190
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt02640
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt03830
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt098
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11432
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt01530
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ONCE THE RETURN HAS BEEN PREPPED JIM GREGORICH AND PAUL BEER TAKE THE TIME TO REVIEW THE RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES: PROGRAM SERVICE EXPENSES 100. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0128246
IRS990/TotalAssetsEOYAmt0135491
IRS990/TotalAssetsGrp/BOYAmt0128246
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0105133
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0825
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0213395
IRS990/TotalFunctionalExpensesGrp/TotalAmt0214220
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01082
IRS990/TotalLiabilitiesEOYAmt02923
IRS990/TotalLiabilitiesGrp/BOYAmt01082
IRS990/TotalLiabilitiesGrp/EOYAmt02923
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0127164
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0132568
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0213395
IRS990/TotalProgramServiceRevenueAmt0112726
IRS990/TotalReportableCompFromOrgAmt05159
IRS990/TotalRevenueGrp/ExclusionAmt01716
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0112775
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0219624
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0265
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0128246
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0135491
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0127164
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0132568
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0481 127TH LANE NW
IRS990/USAddress/CityNm0COON RAPIDS
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055448
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.CRBMEALSONWHEELS.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL L BEER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07634893608
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEALS FOR SHUT-INS INC
ReturnHeader/Filer/BusinessNameControlTxt0MEAL
ReturnHeader/Filer/EIN0411729356
ReturnHeader/Filer/PhoneNum07634893608
ReturnHeader/Filer/USAddress/AddressLine1Txt011800 XEON BLVD NW
ReturnHeader/Filer/USAddress/CityNm0COON RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055448
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A55CB29982AC08EC2C4ACC4B91688BDD01A09860
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D71EBDA2E17CD8ED0A3412E538C5A36CFC508E29
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.207.197.114
ReturnHeader/FilingSecurityInformation/IPDt02018-06-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:59:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411504933
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLSON ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07101 NORTHLAND CIRCLE SUITE 123
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055428
ReturnHeader/PreparerPersonGrp/PhoneNum07635358150
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARREN KRAY
ReturnHeader/ReturnTs02018-07-10T08:04:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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