2024-10-28T10:02:04-04:00 2023-12-31 391392227 HUBERTY & ASSOCIATES SC 825 S TAYLOR DR SHEBOYGAN WI 53081 990 2023-01-01 391238290 MEALS ON WHEELS OF SHEBOYGAN COUNTY INC MEAL 9204517011 1004 S TAYLOR DRIVE SHEBOYGAN WI 53081 ALLISON THOMPSON CEO 9204517011 2024-10-01 true false KARIN G HARMS CPA P00073773 9204522255 2024-10-11 2023 2024-10-15 13:58:12Z ALLISON THOMPSON 1004 S TAYLOR DRIVE SHEBOYGAN WI 53081 1690814 false X WWW.FRESHMEALSONWHEELS.ORG X 1970 WI TO PROVIDE DELICIOUS, NOURISHING MEALS AND WELLNESS CHECKS FOR THOSE WHO ARE UNABLE TO OBTAIN OR PREPARE PROPER NUTRITIONAL MEALS, REGARDLESS OF RACE, COLOR, ABILITY, NATIONAL ORIGIN, AGE OR INCOME. 15 15 23 800 0 1149657 795965 628413 736078 -9502 48480 28690 72294 1797258 1652817 0 0 802303 871169 0 59194 781088 828797 1583391 1699966 213867 -47149 3859656 3951065 52640 75660 3807016 3875405 X TO PROVIDE DELICIOUS, NOURISHING MEALS AND WELLNESS CHECKS FOR THOSE WHO ARE UNABLE TO OBTAIN OR PREPARE PROPER NUTRITIONAL MEALS, REGARDLESS OF RACE, COLOR, ABILITY, NATIONAL ORIGIN, AGE OR INCOME. false false 1539783 736078 MEALS ON WHEELS OF SHEBOYGAN COUNTY, INC., HAS ONE PROGRAM, THE DELIVERY OF NUTRITIOUS, FRESHLY PREPARED, HOMEMADE MEALS BY CARING INDIVIDUALS WHO PROVIDE A SMILE ALONG WITH A QUICK SAFETY CHECK. DURING 2023, THE ORGANIZATION TRIED A NEW DONATION SOFTWARE CALLED HARNESS. THE SOFTWARE ALLOWED FOR A ROUND UP PROGRAM FOR SOME USERS, WHICH WAS A NICE ADDITION, HOWEVER, THERE WERE NOT ENOUGH USERS, AND THE PROGRAM DIDN'T OFFER ENOUGH BENEFITS FOR TO WARRANT USING IT AGAIN IN 2024. INSTEAD, WE ARE TRYING A DIFFERENT PROGRAM. A NEW FUNDRAISER, DUSK TO GLOW, WAS HELD IN 2023. THIS WAS A NIGHTTIME GOLF FUNDRAISER WHICH RESULTED IN ABOUT 4,500 IN INCOME. IT HAD LOWER PARTICIPATION THAN HOPED, BUT DID ATTRACT A FEW DIFFERENT DONORS. IN 2023 ONE OF THE ORGANIZATION'S VANS WAS LOST IN AN ACCIDENT. NO INJURIES RESULTED, BUT THE INSURANCE COMPANY DECIDED TO TOTAL THE VAN, AND IT HAS NOT YET BEEN REPLACED. PIPING WAS ADDED TO THE ORGANIZATION'S BACKYARD AND AT WILDWOOD GARDENS TO CREATE AN IRRIGATION SYSTEM; A GRANT RECEIVED IN 2024 WILL REIMBURSE FOR MOST OF THAT EXPENSE. ADDITIONAL TUBING WILL BE INSTALLED IN 2024, BUT THAT COST WILL BE MINIMAL. AS THE ORGANIZATION NEARS 12 YEARS AT ITS FACILITY, EQUIPMENT FAILURES ARE EXPECTED. A WATER HEATER WAS PURCHASED IN 2023 AS A BACKUP IN CASE THE EXISTING GOES OUT. SOME KITCHEN EQUIPMENT WAS ALSO REPAIRED DURING THE YEAR. A NEW DATABASE BUILD IS ALSO IN PROGRESS; A DEPOSIT TOWARD THAT PROJECT WAS MADE IN 2023, AND THE REMAINDER WILL BE PAID IN 2024. THE ORGANIZATION IS SEEKING A GRANT TO HELP WITH THAT EXPENSE. DURING THE YEAR, A FEW STAFF MEMBERS WERE ADDED, AND THE ORGANIZATION SAW AN INCREASE IN THE NUMBER OF MEAL RECIPIENTS SERVED. THE TOTAL NUMBER OF UNIQUE INDIVIDUALS SERVED INCREASED FROM 788 TO 853. MEALS ON WHEELS OF SHEBOYGAN COUNTY, INC. ALSO CONTINUES TO PROVIDE FOOD FOR THE AGING & DISABILITY RESOURCE CENTER'S CONGREGATE MEAL PROGRAM. IN TOTAL 98,104 MEALS WERE PREPARED AND DELIVERED IN 2023. 1539783 true true false false false false false false false true true true false false false true true false false false false false false false true false false false false false false false false false false false false true true false false false false false false false false true 15 0 23 true false false false false false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false WI X X SANELA HADROVIE TAMMY BRIGHAM 9204517011 1004 S TAYLOR DRIVE SHEBOYGAN WI 53081 ALLISON THOMPSON CEO 50.00 X 97173 0 8188 CARL BLOMWILLIS DIRECTOR 1.00 X 0 0 0 REV JULIA HOLLISTER DIRECTOR 1.00 X 0 0 0 INGRID HORN DIRECTOR 1.00 X 0 0 0 SAUNDERS KOHN TREASURER 1.00 X X 0 0 0 GERRY VAN DE KREEKE DIRECTOR 1.00 X 0 0 0 PAUL MENTINK PRESIDENT 1.00 X X 0 0 0 JULIE MEYER DIRECTOR 1.00 X 0 0 0 CHARLES MIESFELD DIRECTOR 1.00 X 0 0 0 BARBARA PETERSON SECRETARY 1.00 X X 0 0 0 DAVID PITTNER DIRECTOR 1.00 X 0 0 0 RON VAN ROOYEN DIRECTOR 1.00 X 0 0 0 JUJU SENFFT DIRECTOR 1.00 X 0 0 0 HEATHER SWART DIRECTOR 1.00 X 0 0 0 TED VALLIS VICE PRESIDE 1.00 X X 0 0 0 GREGG WEGGEMAN DIRECTOR 1.00 X 0 0 0 97173 8188 false false false US FOODS W137 N 9245 HWY 145 MENOMONEE FALLS WI 53051 FOOD 227937 1 41038 69100 685827 30509 795965 MEALS 624210 736078 736078 736078 17949 17949 30531 30531 30531 30531 106075 69100 37997 68078 68078 4200 4200 4200 OTHER INCOME 900099 16 16 16 1652817 736078 120774 105361 52680 21073 31608 659551 605786 49067 4698 46915 42336 4417 162 59342 50001 6522 2819 28550 25694 1428 1428 14266 12840 713 713 89819 80837 4491 4491 80375 72338 4019 4018 6855 6170 343 342 105072 94565 5254 5253 35496 31946 1775 1775 MEALS 402893 402893 EQUIPMENT RENTAL & MAINT 28284 25456 1414 1414 MISCELLANEOUS 13212 13212 MEAL DELIVERY CHARGE 10359 10359 13616 12670 473 473 1699966 1539783 100989 59194 579245 416121 150322 380642 92047 20520 45801 55335 34639 29539 14350 3550501 1428864 2145075 2121637 798177 927271 3859656 3951065 52640 75660 52640 75660 X 3396039 3435674 410977 439731 3807016 3875405 3859656 3951065 -47149 115538 X false true X true false X 560127 1401818 1190877 1149657 795965 5098444 445762 510211 440308 628413 736078 2760772 1005889 1912029 1631185 1778070 1532043 7859216 54436 39000 21675 25626 14517 155254 158214 139455 108625 213454 328370 948118 212650 178455 130300 239080 342887 1103372 6755844 737 718 13184 11722 17949 44310 737 718 13184 11722 17949 44310 27377 15497 10864 28675 72278 154691 15 16 31 1034003 1928244 1655233 1818482 1622286 8058248 0.83840 0.85290 0.01000 0.00000 X PART III, LINE 12 OTHER INCOME 31 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 798177 130612 1518 927271 952825 -154648 798177 636170 200000 116655 952825 383330 200000 52840 636170 364402 68928 50000 383330 0.56680 0.43320 false false 390544 390544 2196544 679031 1517513 169171 63114 106057 794242 686719 107523 2121637 INVESTMENTS HELD FOR ENDOWMENT 927271 F 927271 X 1802527 115538 34172 149710 1652817 1652817 1734138 34172 34172 1699966 1699966 SCHEDULE D, PAGE 2, PART V, LINE 4 THE FUND SHALL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF MEALS ON WHEELS. TO SUCH ENDS THE DIRECTORS OF THE ENDOWMENT FUND BOARD SHALL CREATE AND MAINTAIN A PERMANENT FUND TO ENABLE ALL PERSONS INTERESTED IN THE PROGRAMS OF MEALS ON WHEELS TO COMBINE THEIR CONTRIBUTIONS BY GIFT, BEQUEST, DEVISE, OR OTHER TRANSFER IN A SINGLE FUND, MANAGED BY RESPONSIBLE INDIVIDUALS FOR THE PURPOSES OF ACHIEVING MAJOR CHARITABLE OBJECTS AND GOALS OF MEALS ON WHEELS. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS BEEN CLASSIFIED AS AN OTHER-THAN PRIVATE FOUNDATION AND IS TAX-EXEMPT UNDER SECTION 509(A)(2). THE ORGANIZATION IS ALSO EXEMPT FROM WISCONSIN INCOME TAXES. THE ORGANIZATION HAS EVALUATED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE ORGANIZATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ORGANIZATION'S FINANCIAL CONDITION, RESULTS OF OPERATIONS, OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2023 AND 2022. ALL YEARS NOT CLOSED BY STATUTE OF LIMITATIONS IN JURISDICTIONS REMAIN OPEN FOR EXAMINATIONS. SCHEDULE D, PAGE 4, PART XI, LINE 2D FUNDRAISING EXPENSES 34,172 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EXPENSES 34,172 JUNE-A-PALOOZA 141365 52600 88765 1000 1137 10068 3218 4961 14478 SOUP ON WHEELS 26296 14500 11796 359 713 167661 67100 100561 1000 1137 10068 3577 4961 15191 35934 64627 MIESFELD'S MEAT MARKET BOARD MEMBER 15550 FOOD PURCHASES false X 150 28758 FAIR MARKET VALUE X SUPLIES 2 451 FAIR MARKET VALUE X SMALL EQUIPMENT 1 1300 FAIR MARKET VALUE false false false FORM 990, PAGE 2, PART III, LINE 4A MEALS ON WHEELS OF SHEBOYGAN COUNTY, INC., HAS ONE PROGRAM, THE DELIVERY OF NUTRITIOUS, FRESHLY PREPARED, HOMEMADE MEALS BY CARING INDIVIDUALS WHO PROVIDE A SMILE ALONG WITH A QUICK SAFETY CHECK. DURING 2023, THE ORGANIZATION TRIED A NEW DONATION SOFTWARE CALLED HARNESS. THE SOFTWARE ALLOWED FOR A ROUND UP PROGRAM FOR SOME USERS, WHICH WAS A NICE ADDITION, HOWEVER, THERE WERE NOT ENOUGH USERS, AND THE PROGRAM DIDN'T OFFER ENOUGH BENEFITS FOR TO WARRANT USING IT AGAIN IN 2024. INSTEAD, WE ARE TRYING A DIFFERENT PROGRAM. A NEW FUNDRAISER, DUSK TO GLOW, WAS HELD IN 2023. THIS WAS A NIGHTTIME GOLF FUNDRAISER WHICH RESULTED IN ABOUT 4,500 IN INCOME. IT HAD LOWER PARTICIPATION THAN HOPED, BUT DID ATTRACT A FEW DIFFERENT DONORS. IN 2023 ONE OF THE ORGANIZATION'S VANS WAS LOST IN AN ACCIDENT. NO INJURIES RESULTED, BUT THE INSURANCE COMPANY DECIDED TO TOTAL THE VAN, AND IT HAS NOT YET BEEN REPLACED. PIPING WAS ADDED TO THE ORGANIZATION'S BACKYARD AND AT WILDWOOD GARDENS TO CREATE AN IRRIGATION SYSTEM; A GRANT RECEIVED IN 2024 WILL REIMBURSE FOR MOST OF THAT EXPENSE. ADDITIONAL TUBING WILL BE INSTALLED IN 2024, BUT THAT COST WILL BE MINIMAL. AS THE ORGANIZATION NEARS 12 YEARS AT ITS FACILITY, EQUIPMENT FAILURES ARE EXPECTED. A WATER HEATER WAS PURCHASED IN 2023 AS A BACKUP IN CASE THE EXISTING GOES OUT. SOME KITCHEN EQUIPMENT WAS ALSO REPAIRED DURING THE YEAR. A NEW DATABASE BUILD IS ALSO IN PROGRESS; A DEPOSIT TOWARD THAT PROJECT WAS MADE IN 2023, AND THE REMAINDER WILL BE PAID IN 2024. THE ORGANIZATION IS SEEKING A GRANT TO HELP WITH THAT EXPENSE. DURING THE YEAR, A FEW STAFF MEMBERS WERE ADDED, AND THE ORGANIZATION SAW AN INCREASE IN THE NUMBER OF MEAL RECIPIENTS SERVED. THE TOTAL NUMBER OF UNIQUE INDIVIDUALS SERVED INCREASED FROM 788 TO 853. MEALS ON WHEELS OF SHEBOYGAN COUNTY, INC. ALSO CONTINUES TO PROVIDE FOOD FOR THE AGING & DISABILITY RESOURCE CENTER'S CONGREGATE MEAL PROGRAM. IN TOTAL 98,104 MEALS WERE PREPARED AND DELIVERED IN 2023. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE 990 IS AVAILABLE FOR THE GOVERNING BODY TO REVIEW AT A BOARD MEETING. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS MUST SELF-DISCLOSE ANY CONFLICTS OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A THE ORGANIZATION COMPLETED RESEARCH REGARDING COMPENSATION OF COMPARABLE POSITIONS. FORM 990, PAGE 6, PART VI, LINE 15B BOARD PRESIDENT FORMS AN AD HOC COMMITTEE WHICH CONSIDERS COMPARABLES AND MAY ALSO CONSULT WITH AN OUTSIDE HUMAN RESOURCES PROFESSIONAL. FORM 990, PAGE 6, PART VI, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST.