Civic Intelligence

Union County Meals on Wheels

EIN 57-0680675 • 501(c)3 • Union, SC

Pub. 78 Eligible

Profile

Provide and deliver meals for aged and infirm in union county.

PO Box 951Union, SC 29379

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

63rd percentile

9.3%

Higher net margin than 63% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

64th percentile

6.2%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

79th percentile

33%

Faster revenue growth than 79% of similar nonprofits.

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

Assets

Down

$174,750

Down $33,001 (-16%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Down

$174,750

Down $33,001 (-16%) from 2023

Revenue

Down

$83,184

Down $46,563 (-36%) from 2023

Expenses

Down

$116,185

Down $1,524 (-1.3%) from 2023

Net Income

Down

-$33,001

Down $45,039 (-374%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $68,893Liabilities 2011: $02011Assets 2012: $49,237Liabilities 2012: $02012Assets 2013: $41,524Liabilities 2013: $02013Assets 2014: $56,991Liabilities 2014: $02014Assets 2015: $52,315Liabilities 2015: $02015Assets 2016: $69,786Liabilities 2016: $02016Assets 2017: $81,252Liabilities 2017: $1312017Assets 2018: $145,918Net Assets 2018: $145,9182018Assets 2019: $145,120Liabilities 2019: $552019Assets 2020: $181,401Liabilities 2020: $02020Assets 2021: $209,061Net Assets 2021: $209,0612021Assets 2022: $195,713Net Assets 2022: $195,7132022Assets 2023: $207,751Net Assets 2023: $207,7512023Assets 2024: $174,750Liabilities 2024: $0Net Assets 2024: $174,7502024

Highlighted filing

2024

Assets$174,750
Liabilities$0
Net Assets$174,750

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $74,653Expenses 2011: $85,897Net Income 2011: -$11,2442011Revenue 2012: $67,975Expenses 2012: $81,510Net Income 2012: -$13,5352012Revenue 2013: $71,498Expenses 2013: $79,609Net Income 2013: -$8,1112013Revenue 2014: $89,936Expenses 2014: $73,819Net Income 2014: $16,1172014Revenue 2015: $63,643Expenses 2015: $74,804Net Income 2015: -$11,1612015Revenue 2016: $83,946Expenses 2016: $66,475Net Income 2016: $17,4712016Revenue 2017: $80,640Expenses 2017: $69,305Net Income 2017: $11,3352017Revenue 2018: $122,948Expenses 2018: $58,151Net Income 2018: $64,7972018Revenue 2019: $76,562Expenses 2019: $77,415Net Income 2019: -$8532019Revenue 2020: $124,286Expenses 2020: $87,950Net Income 2020: $36,3362020Revenue 2021: $133,270Expenses 2021: $105,610Net Income 2021: $27,6602021Revenue 2022: $97,539Expenses 2022: $110,887Net Income 2022: -$13,3482022Revenue 2023: $129,747Expenses 2023: $117,709Net Income 2023: $12,0382023Revenue 2024: $83,184Expenses 2024: $116,185Net Income 2024: -$33,0012024

Highlighted filing

2024

Revenue$83,184
Expenses$116,185
Net Income-$33,001

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.83$1.16$0.33
2023Detailed filing. Detailed filing data is available for this year.$2.08$2.08$1.30$1.18$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.96$1.96$0.98$1.11$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.09$2.09$1.33$1.06$0.28
2020Summary only. Only limited summary data is available for this year.$1.81$0.00$1.24$0.88$0.36
2019Summary only. Only limited summary data is available for this year.$1.45$0.00$0.77$0.77$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.46$1.46$1.23$0.58$0.65
2017Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$0.69$0.11
2016Summary only. Only limited summary data is available for this year.$0.70$0.00$0.84$0.66$0.17
2015Summary only. Only limited summary data is available for this year.$0.52$0.00$0.64$0.75$0.11
2014Summary only. Only limited summary data is available for this year.$0.57$0.00$0.90$0.74$0.16
2013Summary only. Only limited summary data is available for this year.$0.42$0.00$0.71$0.80$0.08
2012Summary only. Only limited summary data is available for this year.$0.49$0.00$0.68$0.82$0.14
2011Summary only. Only limited summary data is available for this year.$0.69$0.00$0.75$0.86$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 26, 2025
Return Version
2024v5.0
Gross Receipts
$83,184
Mission and Program Overview

Mission

Provide and deliver meals for aged and infirm in union county.

Provide and deliver meals

Program Services

DescriptionGrantsExpenses
PROVIDE AND DELIVER MEALS FOR AGED AND DISABLE INDIVIDUALS IN UNION COUNTY SC-$105,179
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA HOLLEYChair PersonPT$0--
KATHY STEPPVice ChairPT$0--
GINGER FANTSecretaryPT$0--
JIM STEPPTreasurerPT$0--
NANCY BAARCKEApplicationsPT$0--
Filing and Contact Details

Filer

Filer Name
Union County Meals on Wheels
EIN
57-0680675
In Care Of
% James Stepp
Phone
8644271598
Address
PO BOX 951, Union, SC 29379

Signing Officer

Name
James Stepp
Title
Treasurer
Phone
8644271598
Signed
2025-02-26
Discuss with paid preparer
Yes

Preparer

Firm
Roberts Accounting LLC
Address
408 N DUNCAN BYPASS SUITE 7G, Union, SC 29379
Preparer
Pamela B Roberts Mba
Phone
8644271099
Supplemental Narrative

Additional Explanations

General explanation attachment

Part V Regarding Transfers Associated with Personal Benefit Contractsa- Did the organization, during the year, receive any funds, directly orindirectly, to pay premiums on a personal benefit contract NO b-Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract NO UNION COUNTY MEALS ON WHEELS books are available by written request. Any indiviual can make this request by submitting by mail to ADDRESS ON FILE For books to be opened for public inspection. This organizaton does have a conflict of interest policy in their bylaw.

Raw XML Appendix148 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/BenefitsPaidToOrForMembersAmt09588
IRS990EZ/BooksInCareOfDetail/PersonNm0JIM STEPP
IRS990EZ/BooksInCareOfDetail/PhoneNum08644271598
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0109 W SOUTH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Union
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029379
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0207751
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0174750
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt050536
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-33001
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0106087
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0207751
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0174750
IRS990EZ/GrossReceiptsAmt083184
IRS990EZ/InvestmentIncomeAmt0837
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0207751
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0174750
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0207751
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0174750
IRS990EZ/OccupancyRentUtltsAndMaintAmt0220
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BARBARA HOLLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHY STEPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GINGER FANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JIM STEPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NANCY BAARCKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chair Person
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4APPLICATIONS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE AND DELIVER MEALS
IRS990EZ/PrintingPublicationsPostageAmt0290
IRS990EZ/ProgramServiceRevenueAmt031811
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE AND DELIVER MEALS FOR AGED AND DISABLE INDIVIDUALS IN UNION COUNTY SC
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0105179
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0116185
IRS990EZ/TotalProgramServiceExpensesAmt0105179
IRS990EZ/TotalRevenueAmt083184
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt082267
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt098691
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt097435
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0133169
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt097557
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0509119
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0837
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt096
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0105
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0101
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt085
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01224
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99760
IRS990ScheduleA/PublicSupportPY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0509119
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt082267
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt098691
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt097435
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0133169
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt097557
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0509119
IRS990ScheduleA/TotalSupportAmt0510343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part V Regarding Transfers Associated with Personal Benefit Contractsa- Did the organization, during the year, receive any funds, directly orindirectly, to pay premiums on a personal benefit contract NO b-Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract NO UNION COUNTY MEALS ON WHEELS books are available by written request. Any indiviual can make this request by submitting by mail to ADDRESS ON FILE For books to be opened for public inspection. This organizaton does have a conflict of interest policy in their bylaw.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES STEPP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08644271598
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNION COUNTY MEALS ON WHEELS
ReturnHeader/Filer/BusinessNameControlTxt0UNIO
ReturnHeader/Filer/EIN0570680675
ReturnHeader/Filer/InCareOfNm0% James Stepp
ReturnHeader/Filer/PhoneNum08644271598
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 951
ReturnHeader/Filer/USAddress/CityNm0Union
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029379
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452703155
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERTS ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0408 N DUNCAN BYPASS SUITE 7G
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Union
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029379
ReturnHeader/PreparerPersonGrp/PhoneNum08644271099
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA B ROBERTS MBA
ReturnHeader/ReturnTs02025-03-21T09:12:40-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.