Civic Intelligence

Meals on Wheels Cleveland West

990 • Fiscal year 2018 • EIN 81-3904491

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 14, 2019

2239 Dover Center RoadWestlake, OH 44145

(440) 333-9004

Siviq Scores

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

Liabilities / Assets

84th percentile

0.24x

Higher debt load relative to assets than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

81st percentile

0.08x

Higher debt load relative to revenue than 81% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

62nd percentile

9.5%

Higher net margin than 62% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

82nd percentile

$16,153

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

90th percentile

95%

Faster asset growth than 90% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

70%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$77,726

Up $37,906 (+95%) from 2017

Net Assets

Up

$59,168

Up $23,374 (+65%) from 2017

Liabilities

Up

$18,558

Up $14,532 (+361%) from 2017

Revenue

Up

$233,593

Up $96,172 (+70%) from 2017

Expenses

Up

$211,371

Up $109,744 (+108%) from 2017

Net Income

Down

$22,222

Down $13,572 (-38%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2017: $39,820Liabilities 2017: $4,026Net Assets 2017: $35,7942017Assets 2018: $77,726Liabilities 2018: $18,558Net Assets 2018: $59,1682018Assets 2019: $47,549Liabilities 2019: $7,289Net Assets 2019: $40,2602019Assets 2020: $97,272Liabilities 2020: $9,201Net Assets 2020: $88,0712020Assets 2021: $146,063Liabilities 2021: $12,968Net Assets 2021: $133,0952021Assets 2022: $232,439Liabilities 2022: $9,149Net Assets 2022: $223,2902022Assets 2023: $340,495Liabilities 2023: $10,833Net Assets 2023: $329,6622023Assets 2024: $407,371Liabilities 2024: $8,706Net Assets 2024: $398,6652024Assets 2025: $430,386Liabilities 2025: $8,200Net Assets 2025: $422,1862025

Highlighted filing

2018

Assets$77,726
Liabilities$18,558
Net Assets$59,168

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2017: $137,421Expenses 2017: $101,627Net Income 2017: $35,7942017Revenue 2018: $233,593Expenses 2018: $211,371Net Income 2018: $22,2222018Revenue 2019: $170,135Expenses 2019: $189,043Net Income 2019: -$18,9082019Revenue 2020: $244,500Expenses 2020: $196,689Net Income 2020: $47,8112020Revenue 2021: $217,766Expenses 2021: $172,771Net Income 2021: $44,9952021Revenue 2022: $281,655Expenses 2022: $191,460Net Income 2022: $90,1952022Revenue 2023: $311,152Expenses 2023: $204,780Net Income 2023: $106,3722023Revenue 2024: $281,907Expenses 2024: $212,904Net Income 2024: $69,0032024Revenue 2025: $264,901Expenses 2025: $228,059Net Income 2025: $36,8422025

Highlighted filing

2018

Revenue$233,593
Expenses$211,371
Net Income$22,222
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 14, 2019
Return Version
2017v2.3
Gross Receipts
$233,593
Mission and Program Overview

Mission

Meals on wheels cleveland west serves residents in cleveland's far west suburbs. Our mission is to furnish nutritious meals, combat social isolation and address safety concerns for our neighbors, while providing peace of mind for families of the convalescing, disabled and elderly, who are unable to cook for themselves. By caring for our neighbors, we are creating a stronger and more vibrant community, where more of our neighbors can remain in their home and out of expensive nursing home or hospital care. We are an irs certified 501(c)(3) community service non-profit organization, that is not government subsidized. We are funded through reasonable meal service fees, and with 100% community support.

Westlake meals on wheels serves residents in cleveland's far west suburbs. Our mission is to furnish nutritious meals, combat social isolation and address safety concerns for our neighbors, while providing peace of mind for families of the convalescing, disabled and elderly, who are unable to cook for themselves. By caring for our neighbors, we are creating a stronger and more vibrant community, where more of our neighbors can remain in their home and out of expensive nursing home or hospital care. We are an irs certified 501(c)(3) community service non-profit organization, that is not government subsidized. We are funded through reasonable meal service fees, and with 100% community support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,340$32,031▲ $29,691
Cash and Non-Interest-Bearing Accounts$25,554$26,527▲ $973
Pledges and Grants Receivable$11,206$12,737▲ $1,531
Total Assets$39,820$77,726▲ $37,906
Other Assets Total$720$6,431▲ $5,711
Liabilities
Accounts Payable and Accrued Expenses$2,851$12,859▲ $10,008
Other Liabilities$1,175$5,699▲ $4,524
Total Liabilities$4,026$18,558▲ $14,532
Net Assets / Fund Balance
Unrestricted Net Assets$35,794$59,168▲ $23,374
Total Net Assets Fund Balance$35,794$59,168▲ $23,374
Total Liabilities and Net Assets / Fund Balance$39,820$77,726▲ $37,906

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$32,031$3,244$35,275
Other Assets Org$6,431--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mike CindricExecutive DiPT$16,153$16,153
Meghan JenkinsTreasurerPT$7,653$7,653

Board Members and Trustees

NameTitle
George SchermaChairman of
Terry McfarlandVice Chairma
Betsy HamptonBoard Member
Carl RakBoard Member
Donna FeoreneBoard Member
Donna WinterBoard Member
Ellen CowherBoard Member
Jack WarningBoard Member
Robert DumbrysBoard Member
Tiffany HuntSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$97,832
Program Service Revenue
$135,761
Investment Income
$0
Other Revenue
$0
All Other Contributions
$97,832
Change in Net Assets
$22,222
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$145,720
Salaries, Compensation, and Employee Benefits$65,651
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$46,954$11,738-$58,692
Payroll Taxes$6,959--$6,959
Depreciation Depletion$4,396--$4,396
Fees for Services Other$3,809--$3,809
Office Expenses$3,696--$3,696
Occupancy$2,190$1,460-$3,650
Insurance$3,305--$3,305
All Other Expenses$2,277$588-$2,865
Information Technology$1,035$259-$1,294
Fees for Services Accounting$916--$916
Other Expenses$10,299$803-$803
Conferences and Meetings-$146-$146
Total Functional Expenses$196,377$14,994$0$211,371
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$5,699
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, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Westlake Meals on Wheels
EIN
81-3904491
Address
2239 DOVER CENTER ROAD, WESTLAKE, OH 44145

Signing Officer

Name
Meghan Jenkins
Title
Treasurer
Signed
2019-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Scherma
Voting Board Members
10
Independent Board Members
10
Employees
11
Volunteers
75

Preparer

Firm
Schultz Bertin & Co
Address
21851 CENTER RIDGE RD, CLEVELAND, OH 44116-3901
Preparer
Jeffrey M Kurzweil Cpacfe
Phone
4403339004
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Westlake meals on wheels serves residents in cleveland's far west suburbs. Our mission is to furnish nutritious meals, combat social isolation and address safety concerns for our neighbors, while providing peace of mind for families of the convalescing, disabled and elderly, who are unable to cook for themselves. By caring for our neighbors, we are creating a stronger and more vibrant community, where more of our neighbors can remain in their home and out of expensive nursing home or hospital care. We are an irs certified 501(c)(3) community service non-profit organization, that is not government subsidized. We are funded through reasonable meal service fees, and with 100% community support.

Form 990, Page 1, Part I, Line 6

The volunteers use their personal vehicles to pick up meals from our kitchen and then deliver them to our subcribers.

Form 990, Part XI, Line 9

Book / tax depreciation difference 1,152

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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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IRS990/PYContributionsGrantsAmt021424
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt073152
IRS990/PYProgramServiceRevenueAmt0115997
IRS990/PYRevenuesLessExpensesAmt035794
IRS990/PYSalariesCompEmpBnftPaidAmt028475
IRS990/PYTotalExpensesAmt0101627
IRS990/PYTotalRevenueAmt0137421
IRS990/ReconcilationRevenueExpnssAmt022222
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt097832
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt021424
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0119256
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0115997
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0115997
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt03244
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt035275
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt06431
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0UNDEPOSITED FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05699
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt06431
IRS990ScheduleD/TotalLiabilityAmt05699
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WESTLAKE MEALS ON WHEELS SERVES RESIDENTS IN CLEVELAND'S FAR WEST SUBURBS. OUR MISSION IS TO FURNISH NUTRITIOUS MEALS, COMBAT SOCIAL ISOLATION AND ADDRESS SAFETY CONCERNS FOR OUR NEIGHBORS, WHILE PROVIDING PEACE OF MIND FOR FAMILIES OF THE CONVALESCING, DISABLED AND ELDERLY, WHO ARE UNABLE TO COOK FOR THEMSELVES. BY CARING FOR OUR NEIGHBORS, WE ARE CREATING A STRONGER AND MORE VIBRANT COMMUNITY, WHERE MORE OF OUR NEIGHBORS CAN REMAIN IN THEIR HOME AND OUT OF EXPENSIVE NURSING HOME OR HOSPITAL CARE. WE ARE AN IRS CERTIFIED 501(C)(3) COMMUNITY SERVICE NON-PROFIT ORGANIZATION, THAT IS NOT GOVERNMENT SUBSIDIZED. WE ARE FUNDED THROUGH REASONABLE MEAL SERVICE FEES, AND WITH 100% COMMUNITY SUPPORT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE VOLUNTEERS USE THEIR PERSONAL VEHICLES TO PICK UP MEALS FROM OUR KITCHEN AND THEN DELIVER THEM TO OUR SUBCRIBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOOK / TAX DEPRECIATION DIFFERENCE 1,152
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt077726
IRS990/TotalAssetsGrp/BOYAmt039820
IRS990/TotalAssetsGrp/EOYAmt077726
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IRS990/TotalContributionsAmt097832
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014994
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0196377
IRS990/TotalFunctionalExpensesGrp/TotalAmt0211371
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04026
IRS990/TotalLiabilitiesEOYAmt018558
IRS990/TotalLiabilitiesGrp/BOYAmt04026
IRS990/TotalLiabilitiesGrp/EOYAmt018558
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt035794
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt059168
IRS990/TotalProgramServiceExpensesAmt0196377
IRS990/TotalProgramServiceRevenueAmt0135761
IRS990/TotalReportableCompFromOrgAmt023806
IRS990/TotalRevenueGrp/ExclusionAmt0135761
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0233593
IRS990/TotalVolunteersCnt075
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt039820
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt077726
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt035794
IRS990/UnrestrictedNetAssetsGrp/EOYAmt059168
IRS990/USAddress/AddressLine1Txt02239 DOVER CENTER ROAD
IRS990/USAddress/CityNm0WESTLAKE
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044145
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.WESTLAKEMEALSONWHEELS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGHAN JENKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTLAKE MEALS ON WHEELS
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0813904491
ReturnHeader/Filer/USAddress/AddressLine1Txt02239 DOVER CENTER ROAD
ReturnHeader/Filer/USAddress/CityNm0WESTLAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044145
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05237AD17286CBB858C655E6426D8DB90C426227A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FF2C1DC5239DD5A20ABFF4CF2DCC165BCDDC62CA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.185.206.35
ReturnHeader/FilingSecurityInformation/IPDt02019-08-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:58:00
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHULTZ BERTIN & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021851 CENTER RIDGE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441163901
ReturnHeader/PreparerPersonGrp/PhoneNum04403339004
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY M KURZWEIL CPACFE
ReturnHeader/ReturnTs02019-08-14T08:58:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

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