Civic Intelligence

Oakland Meals on Wheels

990 • Fiscal year 2018 • EIN 46-3545686

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 08, 2019

3179 Livernois RoadTroy, MI 48083

(248) 698-0001

Siviq Scores

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

Liabilities / Assets

75th percentile

0.38x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

39th percentile

0.05x

Higher debt load relative to revenue than 39% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

57th percentile

5.8%

Higher net margin than 57% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

75th percentile

$115,991

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

86th percentile

28%

Faster asset growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$209,544

Up $45,946 (+28%) from 2017

Net Assets

Up

$130,762

Up $86,248 (+194%) from 2017

Liabilities

Down

$78,782

Down $40,302 (-34%) from 2017

Revenue

Up

$1,498,602

Up $171,356 (+13%) from 2017

Expenses

Up

$1,412,354

Up $58,957 (+4.4%) from 2017

Net Income

Up

$86,248

Up $112,399 (+430%) from 2017

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0-$100KAssets 2014: $131,577Liabilities 2014: $179,263Net Assets 2014: -$47,6862014Assets 2015: $157,727Liabilities 2015: $162,479Net Assets 2015: -$4,7522015Assets 2016: $186,581Liabilities 2016: $115,916Net Assets 2016: $70,6652016Assets 2017: $163,598Liabilities 2017: $119,084Net Assets 2017: $44,5142017Assets 2018: $209,544Liabilities 2018: $78,782Net Assets 2018: $130,7622018Assets 2019: $226,750Liabilities 2019: $26,861Net Assets 2019: $199,8892019Assets 2020: $344,898Liabilities 2020: $48,313Net Assets 2020: $296,5852020Assets 2021: $245,921Liabilities 2021: $8,200Net Assets 2021: $237,7212021Assets 2022: $215,102Liabilities 2022: $9,966Net Assets 2022: $205,1362022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2018

Assets$209,544
Liabilities$78,782
Net Assets$130,762

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2014: $365,473Expenses 2014: $413,159Net Income 2014: -$47,6862014Revenue 2015: $1,285,562Expenses 2015: $1,242,628Net Income 2015: $42,9342015Revenue 2016: $1,458,987Expenses 2016: $1,383,568Net Income 2016: $75,4192016Revenue 2017: $1,327,246Expenses 2017: $1,353,397Net Income 2017: -$26,1512017Revenue 2018: $1,498,602Expenses 2018: $1,412,354Net Income 2018: $86,2482018Revenue 2019: $1,697,055Expenses 2019: $1,627,928Net Income 2019: $69,1272019Revenue 2020: $1,723,669Expenses 2020: $1,738,962Net Income 2020: -$15,2932020Revenue 2021: $1,864,935Expenses 2021: $1,923,799Net Income 2021: -$58,8642021Revenue 2022: $1,260,527Expenses 2022: $1,293,112Net Income 2022: -$32,5852022Revenue 2023: $2,486Expenses 2023: $215,338Net Income 2023: -$212,8522023

Highlighted filing

2018

Revenue$1,498,602
Expenses$1,412,354
Net Income$86,248
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 8, 2019
Return Version
2018v3.1
Gross Receipts
$1,498,602
Mission and Program Overview

Mission

The organization has been established to conduct a meals on wheels program. Meals are provided to those who are homebound, frail and elderly. Approximately 1,000 meals are delivered daily.

The organization has been established to conduct a meals on wheels program. Meals are provided to those who are homebound, frail, and elderly. Approximately 1,000 meals are delivered daily.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$34,066$117,916▲ $83,850
Accounts Receivable$129,532$91,628▼ $37,904
Loans From Officers Directors$69,215$64,982▼ $4,233
Total Assets$163,598$209,544▲ $45,946
Liabilities
Accounts Payable and Accrued Expenses$49,869$13,800▼ $36,069
Total Liabilities$119,084$78,782▼ $40,302
Net Assets / Fund Balance
Unrestricted Net Assets$44,514$130,762▲ $86,248
Total Net Assets Fund Balance$44,514$130,762▲ $86,248
Total Liabilities and Net Assets / Fund Balance$163,598$209,544▲ $45,946
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven HaveraneckOperations ManagerFT$115,991-$115,991
Kim HaveraneckPresidentFT$33,323$20,000$53,323

Board Members and Trustees

NameTitle
Mark BurnettBoard Member
Mort MeisnerBoard Member
Rebecca WeissmanBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Emerald Food ServicesFood Services3179 LIVERNOIS ROAD, Troy, MI 48083$157,227
Revenue and Support

Revenue Composition

Contributions and Grants
$1,274,211
Program Service Revenue
$224,391
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,274,211
Change in Net Assets
$86,248
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$831,977
Salaries, Compensation, and Employee Benefits$580,377
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$497,180--$497,180
Fees for Services Management$68,995--$68,995
Payroll Taxes$49,874--$49,874
Current Officers, Directors, Trustees, and Key Employees$16,661$16,662-$33,323
Occupancy$24,001--$24,001
Advertising$22,737--$22,737
All Other Expenses$3,164$13,921-$17,085
Office Expenses$16,216--$16,216
Interest$12,735--$12,735
Other Expenses$75,654$12,087-$12,087
Insurance$11,696--$11,696
Fees for Services Other$10,738--$10,738
Fees for Services Accounting$5,650--$5,650
Total Functional Expenses$1,369,684$42,670$0$1,412,354
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-CORPORATION 100% OWNED BY ORGANIZATION'S PRESIDENTEquipment LeasesNo$88,232
-CORPORATION 100% OWNED BY ORGANIZATION'S PRESIDENTManagement FeesNo$68,995

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$69,215$64,982▼ $4,233
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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
Yes
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

Members providedd electronic copy prior to filing

Form 990, Part VI, Section B, Line 12C

Each director, principal officer and member of a ccommittee with govering board delegated powers shall annually sign a statement which affirms that such person: (a) has received a copy of the conflict of interest policy, (b) has read and understands the policy, (c) has agreed to comply with the plicy, and (d) understands the organization is charitable and in order to maintain its federal tax exemption it must engage primarliy in activities with accomplish one or more of its tax-exempt purposes.

Form 990, Part VI, Section C, Line 18

WWW.OAKLANDMOW.ORG

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Oakland Meals on Wheels
EIN
46-3545686
Phone
2486980001
Address
3179 LIVERNOIS ROAD, TROY, MI 48083

Signing Officer

Name
Kim Haveraneck
Title
President
Phone
2486980001
Signed
2019-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Haveraneck
Formed
2013
Legal Domicile
Mi
Voting Board Members
4
Independent Board Members
3
Employees
37
Volunteers
0

Preparer

Firm
Croskey Lanni Pc
Address
345 DIVERSION STREET SUITE 400, ROCHESTER, MI 48307
Preparer
Patrick M Sweeney CPA
Phone
2486595300
Raw XML AppendixShowing 400 of 431 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.

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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MANAGEMENT FEES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1EQUIPMENT LEASES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt021470
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt129529
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt213983
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd21
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0EMERALD FOOD SERVICE INC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt1EMERALD FOOD SERVICE INC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd20
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0TO PROVIDE NEEDED CASH FLOW TO ORGANIZATION
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1TO PROVIDE NEEDED CASH FLOW TO ORGANIZATION
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2TO PROVIDE NEEDED CASH FLOW TO ORGANIZATION
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt022000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt175000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt219000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0KIM HAVERANECK
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0CORPORATION 100% OWNED BY ORGANIZATION PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1CORPORATION 100% OWNED BY ORGANIZATION PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt2PRESIDENT OF ORGANIZATION
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd20
IRS990ScheduleL/TotalBalanceDueAmt064982
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS PROVIDEDD ELECTRONIC COPY PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A CCOMMITTEE WITH GOVERING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, (B) HAS READ AND UNDERSTANDS THE POLICY, (C) HAS AGREED TO COMPLY WITH THE PLICY, AND (D) UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARLIY IN ACTIVITIES WITH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WWW.OAKLANDMOW.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0382922215
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0FOOD SERVICE - CATERING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0EMERALD FOOD SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt03179 LIVERNOIS ROAD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0TROY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd048083
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt050999
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt188232
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt268995
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0EMERALD FOOD SERVICES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1EMERALD FOOD SERVICES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2EMERALD FOOD SERVICES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0E
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1K
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2M
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0163598
IRS990/TotalAssetsEOYAmt0209544
IRS990/TotalAssetsGrp/BOYAmt0163598
IRS990/TotalAssetsGrp/EOYAmt0209544
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01274211
IRS990/TotalEmployeeCnt037
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt042670
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01369684
IRS990/TotalFunctionalExpensesGrp/TotalAmt01412354
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0119084
IRS990/TotalLiabilitiesEOYAmt078782
IRS990/TotalLiabilitiesGrp/BOYAmt0119084
IRS990/TotalLiabilitiesGrp/EOYAmt078782
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt044514
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0130762
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01369684
IRS990/TotalProgramServiceRevenueAmt0224391
IRS990/TotalReportableCompFromOrgAmt0149314
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0224391
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01498602
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0163598
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0209544
IRS990/TotReportableCompRltdOrgAmt020000
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt044514
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0130762
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03179 LIVERNOIS ROAD
IRS990/USAddress/CityNm0TROY
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048083
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.OAKLANDMOW.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM HAVERANECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT

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