Civic Intelligence

Meals on Wheels Bluffton Hilton Head Inc.

990 • Fiscal year 2023 • EIN 57-0691109

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 25, 2024

PO Box 23691Hilton Head, SC 29925

(843) 802-0919

Siviq Scores

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

Liabilities / Assets

77th percentile

0.23x

Higher debt load relative to assets than 77% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

78th percentile

0.23x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

58th percentile

7.3%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

70%

Faster revenue growth than 86% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$509,183

Up $34,582 (+7.3%) from 2022

Net Assets

Up

$392,156

Up $101,771 (+35%) from 2022

Liabilities

Down

$117,027

Down $67,189 (-36%) from 2022

Revenue

Up

$506,489

Up $208,162 (+70%) from 2022

Expenses

Up

$622,919

Up $130,229 (+26%) from 2022

Net Income

Up

-$116,430

Up $77,933 (+40%) from 2022

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $400,031Liabilities 2011: $02011Assets 2012: $380,304Liabilities 2012: $02012Assets 2013: $354,714Liabilities 2013: $02013Assets 2014: $391,194Liabilities 2014: $0Net Assets 2014: $391,1942014Assets 2015: $402,709Liabilities 2015: $0Net Assets 2015: $402,7092015Assets 2016: $422,974Liabilities 2016: $0Net Assets 2016: $422,9742016Assets 2017: $467,227Liabilities 2017: $0Net Assets 2017: $467,2272017Assets 2018: $451,979Liabilities 2018: $0Net Assets 2018: $451,9792018Assets 2019: $503,620Liabilities 2019: $0Net Assets 2019: $503,6202019Assets 2020: $609,151Liabilities 2020: $1,472Net Assets 2020: $607,6792020Assets 2021: $666,716Liabilities 2021: $34Net Assets 2021: $666,6822021Assets 2022: $474,601Liabilities 2022: $184,216Net Assets 2022: $290,3852022Assets 2023: $509,183Liabilities 2023: $117,027Net Assets 2023: $392,1562023Assets 2024: $297,874Liabilities 2024: $67,568Net Assets 2024: $230,3062024

Highlighted filing

2023

Assets$509,183
Liabilities$117,027
Net Assets$392,156

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $118,009Expenses 2011: $121,591Net Income 2011: -$3,5822011Revenue 2012: $109,221Expenses 2012: $130,887Net Income 2012: -$21,6662012Revenue 2013: $91,045Expenses 2013: $112,771Net Income 2013: -$21,7262013Revenue 2014: $147,431Expenses 2014: $110,951Net Income 2014: $36,4802014Revenue 2015: $148,506Expenses 2015: $136,991Net Income 2015: $11,5152015Revenue 2016: $132,086Expenses 2016: $111,821Net Income 2016: $20,2652016Revenue 2017: $185,029Expenses 2017: $140,776Net Income 2017: $44,2532017Revenue 2018: $152,407Expenses 2018: $167,655Net Income 2018: -$15,2482018Revenue 2019: $246,422Expenses 2019: $194,781Net Income 2019: $51,6412019Revenue 2020: $369,659Expenses 2020: $270,102Net Income 2020: $99,5572020Revenue 2021: $379,169Expenses 2021: $320,166Net Income 2021: $59,0032021Revenue 2022: $298,327Expenses 2022: $492,690Net Income 2022: -$194,3632022Revenue 2023: $506,489Expenses 2023: $622,919Net Income 2023: -$116,4302023Revenue 2024: $525,482Expenses 2024: $699,749Net Income 2024: -$174,2672024

Highlighted filing

2023

Revenue$506,489
Expenses$622,919
Net Income-$116,430
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 25, 2024
Return Version
2023v5.0
Gross Receipts
$510,885
Mission and Program Overview

Mission

Purchase and delivery of meals to those in need.

To provide hot and healthy meals to those within the local community who can not provide for themselves

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$326,510$274,403▼ $52,107
Cash and Non-Interest-Bearing Accounts$120,626$93,283▼ $27,343
Accounts Receivable-$79,259-
Savings and Temporary Cash Investments$27,465--
Land, Buildings, and Equipment, Net-$14,748-
Prepaid Expenses and Deferred Charges-$3,749-
Total Assets$474,601$509,183▲ $34,582
Other Assets Total-$43,741-
Liabilities
Deferred Revenue$134,708--
Accounts Payable and Accrued Expenses$49,508$98,166▲ $48,658
Other Liabilities-$18,861-
Total Liabilities$184,216$117,027▼ $67,189
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$290,385$339,248▲ $48,863
Net Assets With Donor Restrictions-$52,908-
Total Net Assets Fund Balance$290,385$392,156▲ $101,771
Total Liabilities and Net Assets / Fund Balance$474,601$509,183▲ $34,582

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$43,741--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$457,734
Program Service Revenue
$0
Investment Income
$9,334
Other Revenue
$39,421
All Other Contributions
$440,234
Change in Net Assets
$-116,430
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$424,155
Salaries, Compensation, and Employee Benefits$198,764
Total Fundraising Expense$50,086
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$147,039$12,190$24,875$184,104
Occupancy$31,131$3,459-$34,590
Office Expenses$15,009$1,667-$16,676
Payroll Taxes$11,708$971$1,981$14,660
Advertising$9,983--$9,983
All Other Expenses$6,737$203$415$7,355
Information Technology$1,800$450$4,419$6,669
Conferences and Meetings$1,991$1,430-$3,421
Other Expenses$3,040$194$18,396$3,234
Insurance$690$690-$1,380
Depreciation Depletion$965$84-$1,049
Total Functional Expenses$551,495$21,338$50,086$622,919
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$42,817
Fundraising Direct Expenses$4,396
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pickleball$22,055$22,055$3,896$18,159
Meals on US$13,462$13,462-$13,462
Total Events$42,817$42,817$4,396$38,421
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$18,861
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
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

Prior to filing, the form 990 is reviewed by several board members.

Form 990, Page 6, Part VI, Line 12C

The topic is discussed regularly at the board of directors/ trustee meeting

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Meals on Wheels
EIN
57-0691109
Phone
8438020919
Address
PO BOX 23691, HILTON HEAD, SC 29925

Signing Officer

Name
Joe Scalzo
Title
Chair
Phone
8438020919
Signed
2024-11-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Scalzo
Formed
1979
Legal Domicile
Sc
Voting Board Members
9
Independent Board Members
9
Employees
6
Volunteers
150

Preparer

Firm
Carey & Company Pa
Address
70 MAIN STREET SUITE 100, HILTON HEAD ISLAND, SC 29926
Preparer
Patrick P Carey Jr CPA
Phone
8436814430
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Change from cash to accrual 153,488

Raw XML AppendixShowing 400 of 403 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0138707
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01419504
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09334
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06240
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt015574
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt042817
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportTotal170Amt01419504
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0279985
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0234962
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0138707
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018861
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
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IRS990ScheduleD/TotalLiabilityAmt018861
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013462
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07300
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042817
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038421
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0500
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO FILING, THE FORM 990 IS REVIEWED BY SEVERAL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TOPIC IS DISCUSSED REGULARLY AT THE BOARD OF DIRECTORS/ TRUSTEE MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGE FROM CASH TO ACCRUAL 153,488
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt050086
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021338
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0551495
IRS990/TotalFunctionalExpensesGrp/TotalAmt0622919
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0184216
IRS990/TotalLiabilitiesEOYAmt0117027
IRS990/TotalLiabilitiesGrp/BOYAmt0184216
IRS990/TotalLiabilitiesGrp/EOYAmt0117027
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IRS990/TotalProgramServiceExpensesAmt0551495
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0506489
IRS990/TotalVolunteersCnt0150
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 23691
IRS990/USAddress/CityNm0HILTON HEAD ISLAND
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029925
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.MOWBLUFFTONHILTONHEAD.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE SCALZO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08438020919
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEALS ON WHEELS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BLUFFTON/HILTON HEAD
ReturnHeader/Filer/BusinessNameControlTxt0MEAL
ReturnHeader/Filer/EIN0570691109
ReturnHeader/Filer/PhoneNum08438020919
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 23691
ReturnHeader/Filer/USAddress/CityNm0HILTON HEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029925
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570927046
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAREY & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt070 MAIN STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HILTON HEAD ISLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029926
ReturnHeader/PreparerPersonGrp/PhoneNum08436814430
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK P CAREY JR CPA
ReturnHeader/ReturnTs02024-11-25T10:18:19-05:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.68$2.30$5.25$7.00$1.74
2023Detailed filing. Detailed filing data is available for this year.$5.09$1.17$3.92$5.06$6.23$1.16
2022Detailed filing. Detailed filing data is available for this year.$4.75$1.84$2.90$2.98$4.93$1.94
2021Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$3.79$3.20$0.59
2020Detailed filing. Detailed filing data is available for this year.$6.09$0.01$6.08$3.70$2.70$1.00
2019Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$2.46$1.95$0.52
2018Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$1.52$1.68$0.15
2017Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$1.85$1.41$0.44
2016Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$1.32$1.12$0.20
2015Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$1.49$1.37$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$1.47$1.11$0.36
2013Summary only. Only limited summary data is available for this year.$3.55$0.00$0.91$1.13$0.22
2012Summary only. Only limited summary data is available for this year.$3.80$0.00$1.09$1.31$0.22
2011Summary only. Only limited summary data is available for this year.$4.00$0.00$1.18$1.22$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $500k-$1M nonprofits