2024-11-13T12:52:54-06:00 2023-12-31 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2023-01-01 310537097 Wesley Community Services Organization WESL 5136612777 2091 Radcliff Drive Cincinnati OH 45204 Robin Rodgers CFO 5136612777 2024-11-12 1 0 Paula Hume P00537516 5132418313 2024-11-12 2023 2024-10-15 13:58:12Z Meals on Wheels of Southwest Ohio & NKY Robin Rodgers 2091 Radcliff Drive Cincinnati OH 45204 19126232 0 X www.muchmorethanameal.org X 1949 OH To promote the independence and enhance the life of seniors. 16 16 192 3596 0 0 3819237 2656416 10040013 12435472 259310 416499 -76926 -1897 14041634 15506490 0 0 0 0 6807566 6915771 151625 299916 719275 7291598 7759362 14250789 14975049 -209155 531441 13859653 17765691 2595439 5543177 11264214 12222514 X To deliver essential services that promote the independence of seniors so that they may remain in the comfort of their own homes. 1 0 9857885 10977783 Food Deliveries: Provides nutritionally balanced meals prepared by our kitchen staff with both regular and therapeutic diet options. These meals are provided not only to our seniors who need in-home meal services, but also to those dining at congregate locations. In 2023, a total of 1,172,430 meals were served to seniors in these settings. 1081410 868720 Specialized Transportation: Provides transportation services for the elderly to senior centers, medical appointments, recreational trips, and shopping. This program provided 36,638 trips in 2023. 1073488 574589 Social Services: Provides protection to the elderly from abuse, neglect, self-neglect, and exploitation. The program provided 7,758 hours of services in 2023. 1118351 14380 1118351 14380 13131134 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 39 0 1 192 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X Robin Rodgers 5136612777 2091 Radcliff Drive Cincinnati OH 45204 Danielle McColaugh Trustee 1.00 X 0 0 0 Guinette M Kirk Trustee 1.00 X 0 0 0 Sarah Celi Trustee 1.00 X 0 0 0 Bart Richardson Trustee 1.00 X 0 0 0 Michael Murphy Chairperson 1.00 X X 0 0 0 Thomas Kaylor Trustee - Exited 12/23 1.00 X 0 0 0 Lyndsey R Barnett Trustee 1.00 X 0 0 0 Mary Wagner Vice-Chair 1.00 X X 0 0 0 Dan Rozewski Treasurer 1.00 X X 0 0 0 Dan Driehaus Past-Chairperson 1.00 X 0 0 0 Renee Dunn Trustee 1.00 X 0 0 0 Morgan Rhule Trustee - Exited 5/23 1.00 X 0 0 0 Rob Jutze Trustee 1.00 X 0 0 0 Patrick O'Neill Trustee - Exited 11/23 1.00 X 0 0 0 Andy Sathe Trustee 1.00 X 0 0 0 Mike Snow Trustee 1.00 X 0 0 0 DJ Hodge Trustee - Started 11/23 1.00 X 0 0 0 Tom Cooney Trustee - Started 2/23 1.00 X 0 0 0 Tony Fenno Secretary - Started 2/23 1.00 X 0 0 0 Jennifer Steele CEO - Exited 07/23 40.00 X 141873 0 8100 Connie Baker Chief Operating Officer 40.00 X 135513 0 12897 Robin Rodgers Chief Financial Officer 40.00 X 123305 0 4984 Paul Brunner Interim CEO 40.00 X 114248 0 0 Michael Beck Chief Production 40.00 X 125015 0 16219 Forest Russman Chief Logistics Innovation Officer 40.00 X 135580 0 7856 Shelley Goering Chief Business Development Officer 40.00 X 115621 0 6475 Matthew Melody Chief People Officer 40.00 X 109111 0 12183 Sarah Celenza Chief Giving Officer 40.00 X 103074 0 11882 1103340 0 80596 9 0 0 0 Paul Brunner 3044 Wold Ave Cincinnati OH 45206 Interim CEO 114248 1 103559 58644 224651 2269562 175146 2656416 Community Service 621610 12435472 12435472 12435472 406371 406371 3571796 10109 3571777 0 19 10109 10128 10128 11500 58644 47965 -36465 -36465 403B forfeiture 900099 16965 16965 OBWC Refund 900099 13358 13358 Other income 900099 4245 4245 34568 15506490 12435472 0 414602 540919 325875 175837 39207 5301279 5004018 211154 86107 140336 130908 6449 2979 511324 466702 23284 21338 421913 386748 26061 9104 70484 1519 54330 14635 85294 85294 16000 16000 299916 299916 20815 20815 740901 574811 157680 8410 158021 6422 134740 16859 702857 620834 22209 59814 287827 205683 61035 21109 256017 229359 22226 4432 6243 1603 4531 109 22331 8514 13817 359676 342144 14835 2697 229871 218842 9556 1473 Food 3960998 3960998 Vehicles and Transporta 446093 445314 714 65 Other expenses 395934 200840 80073 115021 14975049 13131134 1124640 719275 1089166 3120418 3247914 1565400 198380 171920 113781 115606 8384932 3514739 3269477 4870193 5130185 2740983 810750 5181171 13859653 17765691 1165927 1025489 19357 40260 322729 431873 430284 3485731 657142 559824 2595439 5543177 X 10460039 11066382 804175 1156132 11264214 12222514 13859653 17765691 531441 391059 35800 0 X X 0 1 X 1 1 1 X 538912 5837495 1091945 3819237 2656416 13944005 4470608 6433499 7264511 10040013 12435742 40644373 5009520 12270994 8356456 13859250 15092158 54588378 404852 4230700 250325 247747 382675 5516299 0 404852 4230700 250325 247747 382675 5516299 49072079 136138 129221 206465 140943 406371 1019138 136138 129221 206465 140943 406371 1019138 104464 398402 14198 30722 34568 582354 5250122 12798617 8577119 14030915 15533097 56189870 0.87330 0.85120 0.01810 0.01700 X Schedule A, Part III, Line 12, Explanation of Other Income: Other Income - 2019 Amount: $ 104,464. 2020 Amount: $ 398,402. 2021 Amount: $ 14,198. 2022 Amount: $ 30,722. 2023 Amount: $ 34,568. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 16000 0 0 16000 0 Part II-B, Line 1: Government Strategies Group represented the organization in its dealings with the State of Ohio as well as any local screening committees or tax forces with the purpose being to secure capital funding. 0 1 X 304153 54479 40362 398994 322123 -17970 304153 304833 17290 322123 286046 18787 304833 262124 23922 286046 0.00000 1.00000 0.00000 0 0 1719266 1719266 3067108 1234277 1832831 464637 453911 10726 3036186 1749469 1286717 97735 77082 20653 4870193 Deposits 8546 Operating Lease Right of use of Asset 533404 CIP 4639221 5181171 Lease obligation 559824 559824 X 16386529 391059 461830 47965 900854 15485675 20815 20815 15506490 15428229 426030 47965 473995 14954234 20815 20815 14975049 Part IV, Line 2b: As part of its Client Services program, the organization has custody of cash belonging to certain individuals. As custodian of these individuals, the organization generally operates under a durable power of attorney. These custodial funds are recorded as restricted cash with an offsetting liability totaling $431,873 at 12/31/2023. Part V, Line 4: To provide long term growth of assets. Part X, Line 2: The Organization is exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of Ohio law. However, the Organization is subject to federal income tax on any unrelated business taxable income. The Organization's IRS Form 990 is subject to review and examination by federal and state authorities. The Organization believes it has appropriate support for any tax positions taken, and therefore, does not have any uncertain income tax positions that are material to the consolidated financial statements. Part XI, Line 2d - Other Adjustments: Event Expenses 47,965. Part XII, Line 2d - Other Adjustments: Event Expenses 47,965. X X X X X X X 1 Ignite Philanthropy 308 E 8th St 4 Cincinnati OH 45202 Capital Campaign Administration 0 0 210000 -210000 Ashley Brouwer 522 56th Street South Birmingham AL 35212 Grant Writing 0 0 11524 -11524 TrueSense 502 Keystone Drive Warrendale PA 15086 Direct Mail and solicitations 0 0 78392 -78392 299916 -299916 Bust a Crust 70144 58644 11500 47965 70144 58644 11500 47965 47965 -36465 X 144222 FMV X Program Supplies 0 17460 FMV X Pie donations 0 13464 FMV 0 0 0 0 Form 990, Part III, line 2 In 2023, Meals on Wheels of SW Ohio merged operations with Hyde Park Multi-Service Center for Older Adults, dba 55-North. 55-North's primary business was integrated into the organization's normal activity. Form 990, Part VI, Section A, line 3 After the termination of the CEO in July 2023, Paul Brunner was hired as the interim CEO. Paul was paid as a contractor and not as an employee of the organization. Form 990, Part VI, Section B, line 11b The Finance Committee reviews and approves the 990 prior to filing. The full board receives a copy of the 990. Form 990, Part VI, Section B, line 12c The conflict of interest is reviewed and discussed annually at a board meeting and all potential conflicts are disclosed, if any board member having a possible conflict of interest regarding a matter before the board shall not vote or use his/her personal influence on the matter. Form 990, Part VI, Section B, line 15 The CEO's performance and compensation are reviewed annually by Wesley Community Services Organization's Board. They review compensation against industry benchmarks, including reports from United Way and other leading Non-Profit authorities for the Cincinnati area. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, Conflict of Interest Policy and Form 990 available upon request. Form 990, Part XII, Line 2c: No changes to the process in the current year. Wesley Community Services LLC 2091 Radcliff Dr Cincinnati OH 45204 311709022 To Provide Administration/Support Services OH 12371799 2355972 Wesley Community Services Organization