Civic Intelligence

Meals on Wheels of Greenville Endowment Fund Inc

EIN 57-0949482 • 501(c)3 • Greenville, SC

Profile

To set aside funds for the future growth and support of meals on wheels of greenville, inc (an affiliated organization).

15 Oregon StreetGreenville, SC 29605

www.mealsonwheelsgreenville.org

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

10th percentile

-25%

Higher net margin than 10% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

27th percentile

$120,104

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 24.9% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

57th percentile

6.6%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$11,926,765

Up $738,498 (+6.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$11,926,765

Up $738,498 (+6.6%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin10th percentile

Revenue

Up

$482,152

Up $590,831 (+544%) from 2023

Expenses

Up

$602,170

Up $764 (+0.1%) from 2023

Net Income

Up

-$120,018

Up $590,067 (+83%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$15M$10M$5.0M$0Assets 2010: $6,969,948Liabilities 2010: $0Net Assets 2010: $6,969,9482010Assets 2011: $6,377,443Liabilities 2011: $0Net Assets 2011: $6,377,4432011Assets 2012: $6,797,039Liabilities 2012: $0Net Assets 2012: $6,797,0392012Assets 2013: $7,411,813Liabilities 2013: $0Net Assets 2013: $7,411,8132013Assets 2014: $7,808,777Liabilities 2014: $0Net Assets 2014: $7,808,7772014Assets 2015: $7,143,643Liabilities 2015: $100Net Assets 2015: $7,143,5432015Assets 2016: $7,670,095Liabilities 2016: $0Net Assets 2016: $7,670,0952016Assets 2017: $8,499,044Liabilities 2017: $0Net Assets 2017: $8,499,0442017Assets 2018: $7,639,580Liabilities 2018: $36Net Assets 2018: $7,639,5442018Assets 2019: $8,850,121Liabilities 2019: $0Net Assets 2019: $8,850,1212019Assets 2020: $10,328,533Liabilities 2020: $0Net Assets 2020: $10,328,5332020Assets 2021: $12,410,885Liabilities 2021: $0Net Assets 2021: $12,410,8852021Assets 2022: $10,239,534Liabilities 2022: $0Net Assets 2022: $10,239,5342022Assets 2023: $11,188,267Liabilities 2023: $0Net Assets 2023: $11,188,2672023Assets 2024: $11,926,765Liabilities 2024: $0Net Assets 2024: $11,926,7652024

Highlighted filing

2024

Assets$11,926,765
Liabilities$0
Net Assets$11,926,765
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $223,7472010Expenses 2011: $345,8572011Expenses 2012: $328,3072012Revenue 2013: $392,150Expenses 2013: $331,694Net Income 2013: $60,4562013Revenue 2014: $824,896Expenses 2014: $245,608Net Income 2014: $579,2882014Revenue 2015: $150,720Expenses 2015: $440,900Net Income 2015: -$290,1802015Revenue 2016: $513,070Expenses 2016: $263,522Net Income 2016: $249,5482016Revenue 2017: $599,454Expenses 2017: $334,171Net Income 2017: $265,2832017Revenue 2018: $360,203Expenses 2018: $425,905Net Income 2018: -$65,7022018Revenue 2019: $1,692,189Expenses 2019: $449,601Net Income 2019: $1,242,5882019Revenue 2020: $744,264Expenses 2020: $365,797Net Income 2020: $378,4672020Revenue 2021: $3,639,698Expenses 2021: $374,174Net Income 2021: $3,265,5242021Revenue 2022: $153,072Expenses 2022: $453,724Net Income 2022: -$300,6522022Revenue 2023: -$108,679Expenses 2023: $601,406Net Income 2023: -$710,0852023Revenue 2024: $482,152Expenses 2024: $602,170Net Income 2024: -$120,0182024

Highlighted filing

2024

Revenue$482,152
Expenses$602,170
Net Income-$120,018
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,926,765
Liabilities
$0
Net assets
$11,926,765
Revenue
$482,152
Expenses
$602,170
Net income
-$120,018
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.48$0.60$0.12
2023Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.11$0.60$0.71
2022Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.15$0.45$0.30
2021Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$3.64$0.37$3.27
2020Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.74$0.37$0.38
2019Detailed filing. Detailed filing data is available for this year.$8.85$0.00$8.85$1.69$0.45$1.24
2018Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$0.36$0.43$0.07
2017Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$0.60$0.33$0.27
2016Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$0.51$0.26$0.25
2015Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$0.15$0.44$0.29
2014Detailed filing. Detailed filing data is available for this year.$7.81$0.00$7.81$0.82$0.25$0.58
2013Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.39$0.33$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.80$0.00$6.80$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.38$0.00$6.38$0.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.97$0.00$6.97$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 9, 2025
Return Version
2024v5.1
Gross Receipts
$2,876,717
Mission and Program Overview

Mission

To set aside funds for the future growth and support of meals on wheels of greenville, inc (an affiliated organization).

See organization's mission statement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,125,202$11,839,882▲ $714,680
Savings and Temporary Cash Investments$63,065$81,383▲ $18,318
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$11,188,267$11,926,765▲ $738,498
Other Assets Total$0$5,500▲ $5,500
Liabilities
Other Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,402,465$11,134,417▲ $731,952
Net Assets With Donor Restrictions$785,802$792,348▲ $6,546
Total Net Assets Fund Balance$11,188,267$11,926,765▲ $738,498
Total Liabilities and Net Assets / Fund Balance$11,188,267$11,926,765▲ $738,498

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$11,188,267$6,546▲ $1,334,122$545,910$11,926,765
2023$10,239,534$372▲ $1,549,767$551,034$11,188,267
2022$12,410,885$1,140▼ $1,718,767$402,435$10,239,534
2021$10,328,533$1,401,855▲ $1,054,671$325,132$12,410,885
2020$8,850,121$502,500▲ $1,341,709$324,382$10,328,533
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleOtherTotal
Catriona CarlisleExecutive Director$120,104$120,104

Board Members and Trustees

NameTitle
Thomas SimmonsChair
Tommy FLYNNBoard Member
Phillip MartinSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$6,546
Program Service Revenue
$0
Investment Income
$475,606
Other Revenue
$0
All Other Contributions
$6,546
Change in Net Assets
$-120,018

Audited Revenue Reconciliation

Revenue per Audited Statements
$441,615
Revenue Not Reported on Financial Statements
$40,537
Revenue Not Reported on Form 990
$858,516
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$1,300,131
Total Revenue per Form 990
$482,152
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$545,910
Other Expenses$56,260
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$545,910--$545,910
Fees for Service Investment Mgmnt Fees-$40,537-$40,537
Fees for Services Accounting-$15,673-$15,673
Fees for Services Legal-$50-$50
Total Functional Expenses$545,910$56,260$0$602,170

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$602,170
Expenses per Audited Statements$561,633
Total Expenses per Audited Statements$561,633
Expenses Not Reported on Financial Statements$40,537
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Meals on Wheels of Greenville IncGreenville, SC501(c)(3)General Support$545,910
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

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 15

“No compensation paid directly by endowment fund-officer paid through meals on wheels of greenville, subject to these procedures.”

Form 990, Part VI, Line 18

“The organization makes its form 990 available upon request. Additionally, recent filings of the form can be found on guidestar.org.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The form 990 was reviewed and approved by the board of trustees and then presented to the board of meals on wheels of greenville, inc for final approval.”

Form 990, Part VI, Line 12C Conflict of interest policy

“All trustees fill out compliance forms annually. As part of the conflict of interest policy, board members are required to identify potential conflicts and recuse themselves from discussions if necessary.”

Form 990, Part VI, Line 19 Required documents available to the public

“The organization makes its governing documents and conflict of interest policy available upon request. Financial statements are available upon request as well as filed with the secretary of state of south carolina and charity navigator.”

Filing and Contact Details

Filer

Filer Name
Meals on Wheels of Greenville Endowment Fund Inc
EIN
57-0949482
Phone
8642336565
Address
15 OREGON STREET, GREENVILLE, SC 29605

Signing Officer

Name
Catriona Carlisle
Title
Executive Director
Phone
8642336565
Signed
2025-10-09
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
Sc
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Forvis Mazars LLP
Address
500 Ridgefield Court, Asheville, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process has not changed from the prior year”

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

“Meals on wheels of greenville endowment fund, inc. Was established to support the long term financial stability of meals on wheels of greenville, inc.”

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“The Endowment has obtained nonprofit status under Internal Revenue Code Section 501(c)(3), and as such, is not required to file income tax returns. Accordingly, the accompanying financial statements do not reflect a provision of liability for federal and state income taxes. The Endowment has determined that there are no material unrecognized tax benefits or obligations as of December 31, 2024 or 2023.”

Raw XML AppendixShowing 400 of 456 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/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ENDOWMENT FUND AND ITS SUPPORTED ORGANIZATION, MEALS ON WHEELS OF GREENVILLE, SHARE THE SAME EXECUTIVE DIRECTOR. THE ENDOWMENT FUND ALSO HAS TWO BOARD MEMBERS THAT MUST BE BOARD MEMBERS FROM ITS SUPPORTED ORGANIZATION. TOGETHER THESE INDIVIDUALS PROVIDE COMMON CONTROL AND SUPERVISION. During the 2024 filing period, there was not a two member Board overlap due to Board rotations during the year.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section C, Line 1 Majority director detail
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0545910
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MEALS ON WHEELS OF GREENVILLE INC
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt012410885
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0325132
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IRS990ScheduleD/OtherExpensesNotIncludedAmt00
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IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
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IRS990ScheduleD/RevenueSubtotalAmt0441615
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MEALS ON WHEELS OF GREENVILLE ENDOWMENT FUND, INC. WAS ESTABLISHED TO SUPPORT THE LONG TERM FINANCIAL STABILITY OF MEALS ON WHEELS OF GREENVILLE, INC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Endowment has obtained nonprofit status under Internal Revenue Code Section 501(c)(3), and as such, is not required to file income tax returns. Accordingly, the accompanying financial statements do not reflect a provision of liability for federal and state income taxes. The Endowment has determined that there are no material unrecognized tax benefits or obligations as of December 31, 2024 or 2023.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part V, Line 4 Intended uses of endowment funds
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.0
IRS990ScheduleD/TotalExpensesPerForm990Amt0602170
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0482152
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0561633
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0545910
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Meals on Wheels of Greenville Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0570531378
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt015 Oregon St
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Greenville
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0SC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd029605
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT WAS ESTABLISHED AS A SUPPORTING ORGANIZATION FOR MEALS ON WHEELS OF GREENVILLE. THE ENDOWMENT MAKES DISTRIBUTIONS TO MEALS ON WHEELS OF GREENVILLE AS NEEDED AND DIRECTED BY THE BOARD OF DIRECTORS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO COMPENSATION PAID DIRECTLY BY ENDOWMENT FUND-OFFICER PAID THROUGH MEALS ON WHEELS OF GREENVILLE, SUBJECT TO THESE PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE UPON REQUEST. ADDITIONALLY, RECENT FILINGS OF THE FORM CAN BE FOUND ON GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 WAS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES AND THEN PRESENTED TO THE BOARD OF MEALS ON WHEELS OF GREENVILLE, INC FOR FINAL APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL TRUSTEES FILL OUT COMPLIANCE FORMS ANNUALLY. AS PART OF THE CONFLICT OF INTEREST POLICY, BOARD MEMBERS ARE REQUIRED TO IDENTIFY POTENTIAL CONFLICTS AND RECUSE THEMSELVES FROM DISCUSSIONS IF NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AS WELL AS FILED WITH THE SECRETARY OF STATE OF SOUTH CAROLINA AND CHARITY NAVIGATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c Conflict of interest policy
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19 Required documents available to the public
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XII, Line 2c
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MEALS ON WHEELS OF GREENVILLE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0570531378
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVISION OF MEALS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt015 OREGON STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0GREENVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0SC
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