Civic Intelligence

Bear Valley Meals on Wheels Inc.

EIN 95-3874297 • 501(c)3 • Big Bear Lake, CA

Pub. 78 Eligible

Profile

We serve meals to shut-ins.

PO Box 6378Big Bear Lake, CA 92315

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

44th percentile

-0.2%

Higher net margin than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

52nd percentile

-0.2%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

82nd percentile

41%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$81,984

Down $147 (-0.2%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$81,984

Down $147 (-0.2%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin44th percentile

Revenue

Up

$79,803

Up $23,143 (+41%) from 2024

Expenses

Up

$79,950

Up $6,500 (+8.8%) from 2024

Net Income

Up

-$147

Up $16,643 (+99%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$150K$100K$50K$0Assets 2011: $76,045Liabilities 2011: $02011Assets 2012: $72,782Liabilities 2012: $02012Assets 2013: $58,865Liabilities 2013: $02013Assets 2014: $52,239Liabilities 2014: $02014Assets 2015: $52,708Net Assets 2015: $52,7082015Assets 2016: $52,002Net Assets 2016: $52,0022016Assets 2017: $57,881Net Assets 2017: $57,8812017Assets 2018: $80,011Net Assets 2018: $80,0112018Assets 2019: $80,605Net Assets 2019: $80,6052019Assets 2020: $91,538Net Assets 2020: $91,5382020Assets 2021: $97,478Net Assets 2021: $97,4782021Assets 2022: $104,277Net Assets 2022: $104,2772022Assets 2023: $98,921Net Assets 2023: $98,9212023Assets 2024: $82,131Net Assets 2024: $82,1312024Assets 2025: $81,984Net Assets 2025: $81,9842025

Highlighted filing

2025

Assets$81,984
Liabilities-
Net Assets$81,984
Open 2025 Filing

Operations Trend

Revenue Growth82nd percentile

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

$100K$50K$0-$50KRevenue 2011: $35,794Expenses 2011: $57,020Net Income 2011: -$21,2262011Revenue 2012: $36,089Expenses 2012: $39,352Net Income 2012: -$3,2632012Revenue 2013: $43,229Expenses 2013: $57,146Net Income 2013: -$13,9172013Revenue 2014: $42,153Expenses 2014: $48,779Net Income 2014: -$6,6262014Revenue 2015: $44,482Expenses 2015: $44,013Net Income 2015: $4692015Revenue 2016: $37,548Expenses 2016: $38,254Net Income 2016: -$7062016Revenue 2017: $45,045Expenses 2017: $39,166Net Income 2017: $5,8792017Revenue 2018: $70,065Expenses 2018: $47,935Net Income 2018: $22,1302018Revenue 2019: $50,796Expenses 2019: $50,202Net Income 2019: $5942019Revenue 2020: $48,458Expenses 2020: $37,525Net Income 2020: $10,9332020Revenue 2021: $55,248Expenses 2021: $49,308Net Income 2021: $5,9402021Revenue 2022: $53,412Expenses 2022: $46,613Net Income 2022: $6,7992022Revenue 2023: $51,279Expenses 2023: $56,635Net Income 2023: -$5,3562023Revenue 2024: $56,660Expenses 2024: $73,450Net Income 2024: -$16,7902024Revenue 2025: $79,803Expenses 2025: $79,950Net Income 2025: -$1472025

Highlighted filing

2025

Revenue$79,803
Expenses$79,950
Net Income-$147
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$81,984
Liabilities
-
Net assets
$81,984
Revenue
$79,803
Expenses
$79,950
Net income
-$147
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.80$0.80$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.57$0.73$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.51$0.57$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.04$1.04$0.53$0.47$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.97$0.55$0.49$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.92$0.48$0.38$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.81$0.81$0.51$0.50$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.80$0.70$0.48$0.22
2017Detailed filing. Detailed filing data is available for this year.$0.58$0.58$0.45$0.39$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.38$0.38$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.44$0.44$0.00
2014Summary only. Only limited summary data is available for this year.$0.52$0.00$0.42$0.49$0.07
2013Summary only. Only limited summary data is available for this year.$0.59$0.00$0.43$0.57$0.14
2012Summary only. Only limited summary data is available for this year.$0.73$0.00$0.36$0.39$0.03
2011Summary only. Only limited summary data is available for this year.$0.76$0.00$0.36$0.57$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$79,803
Mission and Program Overview

Mission

We serve meals to shut-ins.

Program Services

DescriptionGrantsExpenses
We provide free and discounted meals to shut-ins due to age, health, disability, and economic disadvantage for which we receive assistance from individuals, organizations, and businesses.-$74,407
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Becki WheelerVice President-$0--
Candy HalsteadPresident-$0--
Kelly SatterfieldSecretary-$0--
Kathy GreenwoodTreasurer-$0--
Laurie DelanoCorrespond Sec-$0--
Filing and Contact Details

Filer

Filer Name
Bear Valley Meals on Wheels
EIN
95-3874297
Phone
9098665233
Address
PO Box 6378, Big Bear Lake, CA 92315

Signing Officer

Name
Candy Halstead
Title
President
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
DOUCETT & SILFIES CPAS Inc
Address
PO Box 1608, Big Bear Lake, CA 92315
Preparer
Bruce W Doucett CPA
Phone
9095856995
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $647”

Other Expenses.1007

“Conferences, Conventions, and Meetings $450”

Other Expenses.1012

“Insurance $833”

Other Expenses.1

“Food $74407”

Other Expenses.2

“Telephone $1652”

Other Expenses.3

“Dues & Subscriptions $999”

Other Expenses.5

“Membership Dues $125”

Other Expenses.6

“Supplies $39”

Raw XML Appendix186 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Big Bear Lake
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Becki Wheeler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Candy Halstead
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kelly Satterfield
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kathy Greenwood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Laurie Delano
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Correspond Sec
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt079152
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0We serve meals to shut-ins.
IRS990EZ/PrintingPublicationsPostageAmt0273
IRS990EZ/ProgramServiceRevenueAmt023873
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We provide free and discounted meals to shut-ins due to age, health, disability, and economic disadvantage for which we receive assistance from individuals, organizations, and businesses.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt074407
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt079950
IRS990EZ/TotalProgramServiceExpensesAmt074407
IRS990EZ/TotalRevenueAmt079803
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt034047
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0187702
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02922
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02922
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05033
IRS990ScheduleA/InvestmentIncomeCYPct00.01700
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98300
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0296402
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $647
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $833
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Food $74407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Telephone $1652
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Dues & Subscriptions $999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Membership Dues $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Supplies $39
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Candy Halstead
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bear Valley Meals on Wheels
ReturnHeader/Filer/BusinessNameControlTxt0BEAR
ReturnHeader/Filer/EIN0953874297
ReturnHeader/Filer/PhoneNum09098665233
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 6378
ReturnHeader/Filer/USAddress/CityNm0Big Bear Lake
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092315
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330643891
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOUCETT & SILFIES CPAS Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1608
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Big Bear Lake
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092315
ReturnHeader/PreparerPersonGrp/PhoneNum09095856995
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bruce W Doucett CPA
ReturnHeader/ReturnTs02025-11-17T15:15:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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