WESLEY COMMUNITY SERVICES ORGANIZATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WESLEY COMMUNITY SERVICES ORGANIZATION (EIN 31-0537097)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202243149349300939
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T09:06:09-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311119890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barnes Dennig & Co LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 East Fourth Street | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310537097 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wesley Community Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WESL | BusinessNameControlTxt |
| Phone | 5136612777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2091 Radcliff Drive | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jennifer Steele | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5136612777 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jennifer | PersonFirstNm |
| Person Last | Steele | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paula Hume | PreparerPersonNm |
| PTIN | P00537516 | PTIN |
| Phone | 5132418313 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Meals on Wheels of Southwest Ohio & NKY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jennifer Steele | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2091 Radcliff Drive | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,396,104 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.muchmorethanameal.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | To promote the independence and enhance the life of seniors. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 205 | TotalEmployeeCnt |
| Total Volunteers | 996 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,837,495 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,091,945 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,402,729 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,264,511 | CYProgramServiceRevenueAmt |
| PY Investment Income | $247,298 | PYInvestmentIncomeAmt |
| CY Investment Income | $397,996 | CYInvestmentIncomeAmt |
| PY Other Revenue | $409,183 | PYOtherRevenueAmt |
| CY Other Revenue | -$67,540 | CYOtherRevenueAmt |
| PY Total Revenue | $12,896,705 | PYTotalRevenueAmt |
| CY Total Revenue | $8,686,912 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,123,643 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,845,774 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $12,750 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $699,767 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,361,139 | PYOtherExpensesAmt |
| CY Other Expenses | $5,786,490 | CYOtherExpensesAmt |
| PY Total Expenses | $7,497,532 | PYTotalExpensesAmt |
| CY Total Expenses | $11,632,264 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,399,173 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,945,352 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,131,146 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,947,093 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,100,329 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,760,234 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,030,817 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,186,859 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To deliver essential services that promote the independence of seniors so that they may remain in the comfort of their own homes. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,369,134 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $6,462,579 | RevenueAmt |
| Desc | 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 2021, a total of 929,102 meals were served to seniors in these settings. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $726,967 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $420,797 | RevenueAmt |
| Desc | Client Services: Provides protection to the elderly from abuse, neglect, self-neglect, and exploitation. The program provided 5,445 hours or services in 2021. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $601,995 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $381,135 | RevenueAmt |
| Desc | Specialized Transportation: Provides transportation services for the elderly to senior centers, medical appointments, recreational trips, and shopping. This program provided 23,000 trips in 2021. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,698,096 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 44 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 205 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robin Rodgers | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5136612777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2091 Radcliff Drive | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Danielle McColaugh | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Joseph Maas | ||||||
| Trustee - Exited 4/30/21 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Guinette M Kirk | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sarah Celi | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Bart Richardson | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Michael Murphy | ||||||
| President | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Thomas Kaylor | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Lyndsey R Barnett | ||||||
| Treasurer | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Mary Wagner | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Barbara Carr | ||||||
| Trustee - Started 5/1/21 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dan Driehaus | ||||||
| Chairperson - Started 5/1/21 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Renee Dunn | ||||||
| Trustee - Started 9/1/21 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mary Ann Jacobs | ||||||
| Trustee - Started 5/1/21 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Rob Jutze | ||||||
| Secretary - Started 5/1/21 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Patrick O'Neill | ||||||
| Trustee - Started 5/1/21 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Andy Sathe | ||||||
| Trustee - Started 7/1/21 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mike Snow | ||||||
| Trustee - Started 5/1/21 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jonathan Libbert | ||||||
| Trustee - Exited 8/1/21 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Robin Rodgers | ||||||
| Chief Administrative Officer | 40.00 | $109,880 | $0 | $3,811 | Yes (X) | |
| Jennifer Steele | ||||||
| CEO | 40.00 | $231,486 | $0 | $4,462 | Yes (X) | |
| Tracey Collins | ||||||
| Chief Integration Officer | 40.00 | $113,578 | $0 | $4,415 | Yes (X) | |
| Connie Baker | ||||||
| Chief Operating Officer | 40.00 | $67,259 | $0 | $8,640 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $522,203 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $21,328 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $115,350 | FederatedCampaignsAmt |
| Fundraising | $149,489 | FundraisingAmt |
| Government Grants | $172,940 | GovernmentGrantsAmt |
| All Other Contributions | $654,166 | AllOtherContributionsAmt |
| Noncash Contributions | $52,702 | NoncashContributionsAmt |
| Total Contributions | $1,091,945 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Community Service | Desc |
| Business | 621610 | BusinessCd |
| Total Revenue Column | $7,264,511 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,264,511 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,264,511 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $206,465 | TotalRevenueColumnAmt |
| Exclusion | $206,465 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $783,969 | SecuritiesAmt |
| Other | $14,163 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $548,543 | SecuritiesAmt |
| Other | $58,058 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $235,426 | SecuritiesAmt |
| Other | -$43,895 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $191,531 | TotalRevenueColumnAmt |
| Exclusion | $191,531 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $20,853 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $149,489 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $102,591 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$81,738 | TotalRevenueColumnAmt |
| Exclusion | -$81,738 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $14,198 | TotalRevenueColumnAmt |
| Exclusion | $14,198 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,198 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,686,912 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,264,511 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $330,456 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,531 | TotalAmt |
| Program Services | $217,412 | ProgramServicesAmt |
| Management And General | $217,412 | ManagementAndGeneralAmt |
| Fundraising | $108,707 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,465,066 | TotalAmt |
| Program Services | $3,913,730 | ProgramServicesAmt |
| Management And General | $330,955 | ManagementAndGeneralAmt |
| Fundraising | $220,381 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,957 | TotalAmt |
| Program Services | $50,837 | ProgramServicesAmt |
| Management And General | $1,637 | ManagementAndGeneralAmt |
| Fundraising | $1,483 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,325 | TotalAmt |
| Program Services | $363,109 | ProgramServicesAmt |
| Management And General | $36,537 | ManagementAndGeneralAmt |
| Fundraising | $22,679 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,895 | TotalAmt |
| Program Services | $306,404 | ProgramServicesAmt |
| Management And General | $33,873 | ManagementAndGeneralAmt |
| Fundraising | $20,618 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,526 | TotalAmt |
| Program Services | $18,781 | ProgramServicesAmt |
| Management And General | $8,873 | ManagementAndGeneralAmt |
| Fundraising | $8,872 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,656 | TotalAmt |
| Program Services | $25,604 | ProgramServicesAmt |
| Management And General | $20,957 | ManagementAndGeneralAmt |
| Fundraising | $12,095 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,739 | TotalAmt |
| Management And General | $31,739 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,294 | TotalAmt |
| Program Services | $252,434 | ProgramServicesAmt |
| Management And General | $206,615 | ManagementAndGeneralAmt |
| Fundraising | $119,245 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,162 | TotalAmt |
| Program Services | $39,567 | ProgramServicesAmt |
| Management And General | $49,657 | ManagementAndGeneralAmt |
| Fundraising | $12,938 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,855 | TotalAmt |
| Program Services | $412,678 | ProgramServicesAmt |
| Management And General | $38,579 | ManagementAndGeneralAmt |
| Fundraising | $50,598 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,032 | TotalAmt |
| Program Services | $117,363 | ProgramServicesAmt |
| Management And General | $113,793 | ManagementAndGeneralAmt |
| Fundraising | $71,876 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,866 | TotalAmt |
| Program Services | $165,500 | ProgramServicesAmt |
| Management And General | $20,189 | ManagementAndGeneralAmt |
| Fundraising | $2,177 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,762 | TotalAmt |
| Program Services | $485,435 | ProgramServicesAmt |
| Management And General | $385 | ManagementAndGeneralAmt |
| Fundraising | $942 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,449 | TotalAmt |
| Program Services | $22,637 | ProgramServicesAmt |
| Management And General | $21,948 | ManagementAndGeneralAmt |
| Fundraising | $13,864 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,810 | TotalAmt |
| Program Services | $14,810 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,218 | TotalAmt |
| Program Services | $279,261 | ProgramServicesAmt |
| Management And General | $18,779 | ManagementAndGeneralAmt |
| Fundraising | $4,178 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,009 | TotalAmt |
| Program Services | $141,076 | ProgramServicesAmt |
| Management And General | $7,324 | ManagementAndGeneralAmt |
| Fundraising | $1,609 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Food | $2,737,965 | $2,737,965 | $0 | $0 |
| Other expenses | $120,180 | $88,579 | $31,601 | $0 |
| Telephone | $99,077 | $38,372 | $37,205 | $23,500 |
| Dues & subscriptions | $11,985 | $4,642 | $4,501 | $2,842 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,905 | TotalAmt |
| Program Services | $1,900 | ProgramServicesAmt |
| Management And General | $1,842 | ManagementAndGeneralAmt |
| Fundraising | $1,163 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,632,264 | TotalAmt |
| Program Services | $9,698,096 | ProgramServicesAmt |
| Management And General | $1,234,401 | ManagementAndGeneralAmt |
| Fundraising | $699,767 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,408,352 | BOYAmt |
| EOY | $3,326,455 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $573,801 | BOYAmt |
| EOY | $1,084,646 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,165 | BOYAmt |
| EOY | $117,608 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,202 | BOYAmt |
| EOY | $114,773 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,379,612 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,143,346 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,113,633 | BOYAmt |
| EOY | $3,236,266 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,766,843 | BOYAmt |
| EOY | $6,058,799 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,150 | BOYAmt |
| EOY | $8,546 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,131,146 | BOYAmt |
| EOY | $13,947,093 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $870,469 | BOYAmt |
| EOY | $1,051,711 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,288 | BOYAmt |
| EOY | $116,424 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $421,366 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,572 | BOYAmt |
| EOY | $170,733 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,100,329 | BOYAmt |
| EOY | $1,760,234 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,261,154 | BOYAmt |
| EOY | $11,412,886 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $769,663 | BOYAmt |
| EOY | $773,973 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,030,817 | BOYAmt |
| EOY | $12,186,859 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,131,146 | BOYAmt |
| EOY | $13,947,093 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,945,352 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $27,645 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,073,749 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $549,789 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $374,491 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $538,912 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,837,495 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,091,945 | CurrentTaxYearAmt |
| Total | $8,392,632 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,293,338 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,165,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,470,608 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,433,499 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,264,511 | CurrentTaxYearAmt |
| Total | $26,627,329 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,843,127 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,539,864 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,009,520 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,270,994 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,356,456 | CurrentTaxYearAmt |
| Total | $35,019,961 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $246,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $284,797 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $404,852 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,230,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $250,325 | CurrentTaxYearAmt |
| Total | $5,417,174 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $246,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $284,797 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $404,852 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,230,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $250,325 | CurrentTaxYearAmt |
| Total | $5,417,174 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $29,602,787 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $171,397 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $156,980 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $136,138 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $129,221 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $206,465 | CurrentTaxYearAmt |
| Total | $800,201 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $171,397 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $156,980 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $136,138 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $129,221 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $206,465 | CurrentTaxYearAmt |
| Total | $800,201 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,062 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,448 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,464 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $398,402 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,198 | CurrentTaxYearAmt |
| Total | $532,574 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,017,586 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,709,292 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,250,122 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,798,617 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,577,119 | CurrentTaxYearAmt |
| Total | $36,352,736 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.81430 | PublicSupportCY509Pct |
| Public Support PY509 | 0.72280 | PublicSupportPY509Pct |
| Investment Income CY | 0.02200 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02170 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Beginning Balance | $0 | BeginningBalanceAmt |
| Additions During Year | $2,079,002 | AdditionsDuringYearAmt |
| Distributions During Year | $1,657,636 | DistributionsDuringYearAmt |
| Ending Balance | $421,366 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $304,833 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $17,290 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $322,123 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $286,046 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $18,787 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $304,833 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $262,124 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,922 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $286,046 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $270,692 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$8,568 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $262,124 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $253,668 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $17,025 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $270,692 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $214,500 | OtherCostOrOtherBasisAmt |
| Book Value | $214,500 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,051,684 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,028,463 | DepreciationAmt |
| Book Value | $2,023,221 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $574,674 | OtherCostOrOtherBasisAmt |
| Depreciation | $486,570 | DepreciationAmt |
| Book Value | $88,104 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,444,753 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,591,303 | DepreciationAmt |
| Book Value | $853,450 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $94,001 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,010 | DepreciationAmt |
| Book Value | $56,991 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,236,266 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,250,447 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $27,645 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $347,559 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $220,070 | OtherRevenueAmt |
| Revenue Not Reported | $595,274 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,655,173 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $31,739 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $31,739 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,686,912 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,050,674 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $347,559 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $102,590 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $450,149 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,600,525 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $31,739 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $31,739 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,632,264 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 $421,366 at 12/31/2021. |
| 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: | Change in Pension 117,480. Event Expenses 102,590. |
| Part XII, Line 2d - Other Adjustments: | Event Expenses 102,590. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Bust a Crust | Event1Nm |
| Gross Receipts Event1 | $155,930 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $143,183 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $12,747 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,463 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $300 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $76,026 | OtherDirectExpensesEvent1Amt |
| Event2 | Pie-K 5k Walk/Run | Event2Nm |
| Gross Receipts Event2 | $14,412 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $6,306 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,106 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $7,306 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $400 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $16,096 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $170,342 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $149,489 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $20,853 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,463 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $7,306 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $700 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $92,122 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $102,591 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$81,738 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jennifer Steele | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $179,851 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $33,750 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $17,885 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $2,338 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $2,124 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $235,948 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tracy Collins | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Officer | RelationshipDescriptionTxt |
| Transaction | $35,005 | TransactionAmt |
| Transaction | Sara Taylor received compensation as an employee, and is the daughter of Tracey Collins, an officer. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,081 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Pie donations | 13 | $21,487 | FMV |
| Yes (X) | Merchandise and cause mkt | 2 | $20,954 | FMV |
| Yes (X) | Gift cards | 10 | $2,180 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, line 2 | Due to the merger with Cincinnati Area Senior Services (CASS), we began offering transportation services to our seniors. Additionally we entered into additional offered additional social services programs that were previously offered by CASS: Rep-Payee Case Management, Senior Care Coordination, APS Guardianship, & Resident Service Coordination. |
| Form 990, Part VI, Section A, line 4 | WCSO merged with Cincinnati Area Senior Services on 5/1/2021. |
| 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 Executive Director'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 XI, line 9: | Change in Pension 117,480. Net Asset Adjustment for merger of CASS 1,956,269. |
| Form 990, Part XII, Line 2c: | No changes to the process in the current year. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wesley Community Services LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2091 Radcliff Dr | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311709022 | EIN |
| Primary Activities | To Provide Administration/Support Services | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Total Income | $8,363,919 | TotalIncomeAmt |
| End Of Year Assets | $4,898,312 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wesley Community Services Organization | BusinessNameLine1Txt |
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