Civic Intelligence

Meals on Wheels Foundation

990 • Fiscal year 2020 • EIN 83-0278940

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 12, 2021

1760 East 12thCasper, WY 82601

(307) 265-8659

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

72nd percentile

20%

Faster asset growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

54th percentile

3.1%

Faster revenue growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$3,262,069

Up $553,057 (+20%) from 2019

Net Assets

Up

$3,262,069

Up $553,057 (+20%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$572,447

Up $17,020 (+3.1%) from 2019

Expenses

Down

$190,926

Down $12,839 (-6.3%) from 2019

Net Income

Up

$381,521

Up $29,859 (+8.5%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,228,434Liabilities 2010: $118,854Net Assets 2010: $1,109,5802010Assets 2011: $1,197,220Liabilities 2011: $207,298Net Assets 2011: $989,9222011Assets 2012: $1,440,957Liabilities 2012: $1,061Net Assets 2012: $1,439,8962012Assets 2013: $1,492,833Liabilities 2013: $0Net Assets 2013: $1,492,8332013Assets 2014: $1,539,371Liabilities 2014: $0Net Assets 2014: $1,539,3712014Assets 2015: $1,488,687Liabilities 2015: $0Net Assets 2015: $1,488,6872015Assets 2016: $1,614,104Liabilities 2016: $0Net Assets 2016: $1,614,1042016Assets 2017: $1,841,230Liabilities 2017: $0Net Assets 2017: $1,841,2302017Assets 2018: $2,455,227Liabilities 2018: $0Net Assets 2018: $2,455,2272018Assets 2019: $2,709,012Liabilities 2019: $0Net Assets 2019: $2,709,0122019Assets 2020: $3,262,069Liabilities 2020: $0Net Assets 2020: $3,262,0692020Assets 2021: $4,207,919Liabilities 2021: $0Net Assets 2021: $4,207,9192021Assets 2022: $3,420,168Liabilities 2022: $19,135Net Assets 2022: $3,401,0332022Assets 2023: $3,856,809Liabilities 2023: $0Net Assets 2023: $3,856,8092023Assets 2024: $4,875,596Liabilities 2024: $0Net Assets 2024: $4,875,5962024

Highlighted filing

2020

Assets$3,262,069
Liabilities$0
Net Assets$3,262,069

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $129,4532010Expenses 2011: $149,8162011Expenses 2012: $147,0332012Revenue 2013: $32,709Expenses 2013: $150,423Net Income 2013: -$117,7142013Revenue 2014: $29,479Expenses 2014: $101,708Net Income 2014: -$72,2292014Revenue 2015: $133,745Expenses 2015: $118,257Net Income 2015: $15,4882015Revenue 2016: $334,428Expenses 2016: $172,894Net Income 2016: $161,5342016Revenue 2017: $349,965Expenses 2017: $171,728Net Income 2017: $178,2372017Revenue 2018: $794,442Expenses 2018: $173,978Net Income 2018: $620,4642018Revenue 2019: $555,427Expenses 2019: $203,765Net Income 2019: $351,6622019Revenue 2020: $572,447Expenses 2020: $190,926Net Income 2020: $381,5212020Revenue 2021: $708,743Expenses 2021: $246,275Net Income 2021: $462,4682021Revenue 2022: $474,819Expenses 2022: $329,607Net Income 2022: $145,2122022Revenue 2023: $265,770Expenses 2023: $244,492Net Income 2023: $21,2782023Revenue 2024: $641,166Expenses 2024: $300,536Net Income 2024: $340,6302024

Highlighted filing

2020

Revenue$572,447
Expenses$190,926
Net Income$381,521
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 12, 2021
Return Version
2019v5.0
Gross Receipts
$2,774,145
Mission and Program Overview

Mission

To support Natrona County Meals on Wheels program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,708,064$3,148,770▲ $440,706
Cash and Non-Interest-Bearing Accounts$950$113,299▲ $112,349
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,709,014$3,262,069▲ $553,055
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,709,014$3,262,069▲ $553,055
Total Net Assets Fund Balance$2,709,014$3,262,069▲ $553,055
Total Liabilities and Net Assets / Fund Balance$2,709,014$3,262,069▲ $553,055
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$423,327
Program Service Revenue
$0
Investment Income
$149,120
Other Revenue
$0
All Other Contributions
$423,327
Change in Net Assets
$381,521
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$135,255
Salaries, Compensation, and Employee Benefits$33,523
Other Expenses$22,148
Total Fundraising Expense$17,449
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$135,255--$135,255
Other Salaries and Wages-$14,712$14,711$29,423
Fees for Service Investment Mgmnt Fees-$11,364-$11,364
Payroll Taxes-$1,214$1,214$2,428
Insurance-$2,410-$2,410
All Other Expenses-$1,267$564$1,831
Other Employee Benefits-$836$836$1,672
Fees for Services Accounting-$990-$990
Other Expenses-$885-$885
Travel-$269-$269
Advertising--$124$124
Total Functional Expenses$135,255$38,222$17,449$190,926
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Natrona County Meals on WheelCasper, WY-Operations Support$135,255
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Some board members review the return with a CPA preparer prior to filing. Any board member is provided a copy upon request.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Meals on Wheels Foundation
EIN
83-0278940
Phone
3072658659
Address
1760 East 12th, Casper, WY 82601

Signing Officer

Name
Susan Russell
Title
Treasurer
Signed
2021-08-12
Discuss with paid preparer
Yes

Organization Details

Formed
1980
Legal Domicile
Wy
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
35

Preparer

Firm
Grooms & Harkins Pc
Address
555 S WOLCOTT ST, CASPER, WY 82601
Preparer
Nicholas R Grooms CPA
Phone
3072661403
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3885
IRS990/OtherExpensesGrp/TotalAmt02144
IRS990/OtherExpensesGrp/TotalAmt11086
IRS990/OtherExpensesGrp/TotalAmt21045
IRS990/OtherExpensesGrp/TotalAmt3885
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt014711
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014712
IRS990/OtherSalariesAndWagesGrp/TotalAmt029423
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01214
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01214
IRS990/PayrollTaxesGrp/TotalAmt02428
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0398925
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0122505
IRS990/PYInvestmentIncomeAmt0141451
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt023789
IRS990/PYOtherRevenueAmt014676
IRS990/PYRevenuesLessExpensesAmt0351654
IRS990/PYSalariesCompEmpBnftPaidAmt057104
IRS990/PYTotalExpensesAmt0203398
IRS990/PYTotalRevenueAmt0555052
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0381521
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.00000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.64$0.30$0.34
2023Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.27$0.24$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$0.02$3.40$0.47$0.33$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.71$0.25$0.46
2020Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.57$0.19$0.38
2019Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.56$0.20$0.35
2018Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.79$0.17$0.62
2017Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.35$0.17$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.33$0.17$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.13$0.12$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.03$0.10$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.00$1.49$0.03$0.15$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.00$1.44$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.21$0.99$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.12$1.11$0.13