Civic Intelligence

Meals on Wheels Charitable Trust

990 • Fiscal year 2017 • EIN 58-1983456

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 25, 2018

Organization ProfileN/A
5 Water OakFernandina Beach, FL 32034-5061

(904) 261-9269

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,835,348

Flat from 2017

Net Assets

Flat

$1,835,348

Flat from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses

Revenue

Flat

$434,651

Flat from 2017

Expenses

Flat

$128,590

Flat from 2017

Net Income

Flat

$306,061

Flat from 2017

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,630,532Liabilities 2010: $0Net Assets 2010: $1,630,5322010Assets 2011: $1,592,374Liabilities 2011: $0Net Assets 2011: $1,592,3742011Assets 2012: $1,533,244Liabilities 2012: $0Net Assets 2012: $1,533,2442012Assets 2013: $1,587,589Liabilities 2013: $0Net Assets 2013: $1,587,5892013Assets 2014: $1,612,020Liabilities 2014: $0Net Assets 2014: $1,612,0202014Assets 2015: $1,579,503Liabilities 2015: $0Net Assets 2015: $1,579,5032015Assets 2016: $1,529,287Liabilities 2016: $0Net Assets 2016: $1,529,2872016Assets 2017: $1,835,348Liabilities 2017: $0Net Assets 2017: $1,835,3482017Assets 2017: $1,835,348Liabilities 2017: $0Net Assets 2017: $1,835,3482017Assets 2018: $1,758,350Liabilities 2018: $0Net Assets 2018: $1,758,3502018Assets 2019: $1,712,198Liabilities 2019: $0Net Assets 2019: $1,712,1982019Assets 2020: $1,662,657Liabilities 2020: $0Net Assets 2020: $1,662,6572020Assets 2021: $1,601,023Liabilities 2021: $0Net Assets 2021: $1,601,0232021Assets 2022: $1,747,838Liabilities 2022: $0Net Assets 2022: $1,747,8382022Assets 2023: $1,729,401Liabilities 2023: $0Net Assets 2023: $1,729,4012023Assets 2024: $1,727,313Liabilities 2024: $0Net Assets 2024: $1,727,3132024

Highlighted filing

2017

Assets$1,835,348
Liabilities$0
Net Assets$1,835,348
Open 2017 Filing

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $97,6432010Expenses 2011: $110,2222011Expenses 2012: $107,0042012Revenue 2013: $180,634Expenses 2013: $126,289Net Income 2013: $54,3452013Revenue 2014: $161,932Expenses 2014: $137,501Net Income 2014: $24,4312014Revenue 2015: $101,509Expenses 2015: $134,026Net Income 2015: -$32,5172015Revenue 2016: $72,390Expenses 2016: $122,606Net Income 2016: -$50,2162016Revenue 2017: $434,651Expenses 2017: $128,590Net Income 2017: $306,0612017Revenue 2017: $434,651Expenses 2017: $128,590Net Income 2017: $306,0612017Revenue 2018: $38,329Expenses 2018: $115,327Net Income 2018: -$76,9982018Revenue 2019: $74,214Expenses 2019: $120,366Net Income 2019: -$46,1522019Revenue 2020: $75,804Expenses 2020: $125,345Net Income 2020: -$49,5412020Revenue 2021: $77,059Expenses 2021: $138,693Net Income 2021: -$61,6342021Revenue 2022: $290,039Expenses 2022: $143,224Net Income 2022: $146,8152022Revenue 2023: $113,982Expenses 2023: $132,419Net Income 2023: -$18,4372023Revenue 2024: $133,542Expenses 2024: $135,630Net Income 2024: -$2,0882024

Highlighted filing

2017

Revenue$434,651
Expenses$128,590
Net Income$306,061
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 25, 2018
Return Version
2017v2.2
Gross Receipts
$2,342,612
Mission and Program Overview

Mission

Provide national leadership to end senior hunger.

Meals for elderly & disabled

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,529,287$1,835,348▲ $306,061
Investments in Publicly Traded Securities$1,414,330$1,492,200▲ $77,870
Savings and Temporary Cash Investments$114,516$339,584▲ $225,068
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,529,287$1,835,348▲ $306,061
Other Assets Total$441$3,564▲ $3,123
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,529,287$1,835,348▲ $306,061
Total Liabilities and Net Assets / Fund Balance$1,529,287$1,835,348▲ $306,061
Compensation and Service Providers

Board Members and Trustees

NameTitle
Helen MullenTrustee/nominal
Patricia LyonsTrustee/nominal
Teresa BartonTrustee/nominal
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$434,651
Other Revenue
$0
Change in Net Assets
$306,061
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$94,500
Other Expenses$34,090
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$94,500--$94,500
Fees for Service Investment Mgmnt Fees-$29,710-$29,710
Fees for Services Accounting-$2,500-$2,500
Other Expenses-$1,837-$1,837
Office Expenses-$43-$43
Total Functional Expenses$94,500$34,090$0$128,590
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cathedral Foundation of JacksonvilleJacksonville, FL501(c)(3)Enable the Organization to Provide Meals to Elderly and Disabled Invidiuals$37,800
Senior Citizens of SavannahSavannah, GA501(c)(3)Enable the Organization to Provide Meals to Elderly and Disabled Invidiuals$37,800
Nassau County Council on AgingFernandina Beach, FL501(c)(3)Enable the Organization to Provide Meals to Elderly and Disabled Invidiuals$18,900
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
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

“The trustee verifies names and donation amounts, and reviews the other expenses for accuracy.”

Form 990, Part VI, Section C, Line 19

“This information is available upon request.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Helen mullen - 5 water oak, fernandina beach, fl 32034. Patricia lyons - 3025 bull street, savannah, ga 31405. Teresa barton - 4250 lakeside dr, jacksonville, fl 32210.”

Filing and Contact Details

Filer

Filer Name
Meals on Wheels Charitable Trust
EIN
58-1983456
Phone
9042619269
Address
5 WATER OAK, FERNANDINA BEACH, FL 32034-5061

Signing Officer

Name
Helen Mullen
Title
Trustee
Phone
9042619269
Signed
2018-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Helen Mullen
Formed
1991
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Pivot Cpas
Address
238 PONTE VEDRA PARK DR ST 201, PONTE VEDRA BEACH, FL 32082
Preparer
Michael a Schnell
Phone
9042802053
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IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt027633
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt025347
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01814552
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01664455
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt063509
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt058256
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01842185
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01689802
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt063509
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt058256
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0580864009
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1596161532
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2237375273
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd10
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd20
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd210
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt037800
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt137800
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt218900
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SENIOR CITIZENS OF SAVANNAH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CATHEDRAL FOUNDATION OF JACKSONVILLE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2NASSAU COUNTY COUNCIL ON AGING
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt094500
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt037800
IRS990ScheduleI/RecipientTable/CashGrantAmt137800
IRS990ScheduleI/RecipientTable/CashGrantAmt218900
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ENABLE THE ORGANIZATION TO PROVIDE MEALS TO ELDERLY AND DISABLED INVIDIUALS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ENABLE THE ORGANIZATION TO PROVIDE MEALS TO ELDERLY AND DISABLED INVIDIUALS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2ENABLE THE ORGANIZATION TO PROVIDE MEALS TO ELDERLY AND DISABLED INVIDIUALS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SENIOR CITIZENS OF SAVANNAH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CATHEDRAL FOUNDATION OF JACKSONVILLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2NASSAU COUNTY COUNCIL ON AGING
IRS990ScheduleI/RecipientTable/RecipientEIN0580864009
IRS990ScheduleI/RecipientTable/RecipientEIN1596161532
IRS990ScheduleI/RecipientTable/RecipientEIN2237375273
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03025 BULL ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14250 LAKESIDE DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21367 S 18TH ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAVANNAH
IRS990ScheduleI/RecipientTable/USAddress/CityNm1JACKSONVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2FERNANDINA BEACH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd031405
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd132210
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd232034
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc2FMV
IRS990ScheduleI/Total501c3OrgCnt03
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE VERIFIES NAMES AND DONATION AMOUNTS, AND REVIEWS THE OTHER EXPENSES FOR ACCURACY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HELEN MULLEN - 5 WATER OAK, FERNANDINA BEACH, FL 32034. PATRICIA LYONS - 3025 BULL STREET, SAVANNAH, GA 31405. TERESA BARTON - 4250 LAKESIDE DR, JACKSONVILLE, FL 32210.
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 VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01529287
IRS990/TotalAssetsEOYAmt01835348
IRS990/TotalAssetsGrp/BOYAmt01529287
IRS990/TotalAssetsGrp/EOYAmt01835348
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034090
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt094500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0128590
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01529287
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01835348
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt094500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0434651
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0434651
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01529287
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01835348
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05 WATER OAK
IRS990/USAddress/CityNm0FERNANDINA BEACH
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032034
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HELEN MULLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09042619269
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEALS ON WHEELS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MEAL
ReturnHeader/Filer/EIN0581983456

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,835,348
Liabilities
$0
Net assets
$1,835,348
Revenue
$434,651
Expenses
$128,590
Net income
$306,061
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.00$1.73$0.13$0.14$0.00
2023Summary only. Only limited summary data is available for this year.$1.73$0.00$1.73$0.11$0.13$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.29$0.14$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.08$0.14$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.08$0.13$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.07$0.12$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.04$0.12$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.43$0.13$0.31
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.00$1.84$0.43$0.13$0.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.07$0.12$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.10$0.13$0.03
2014Summary only. Only limited summary data is available for this year.$1.61$0.00$1.61$0.16$0.14$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.18$0.13$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.00$1.53$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.00$1.59$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.00$1.63$0.10