2022-11-10T09:06:09-06:00 2021-12-31 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2021-01-01 310537097 Wesley Community Services WESL 5136612777 2091 Radcliff Drive Cincinnati OH 45204 Jennifer Steele CEO 5136612777 2022-11-08 1 Jennifer Steele 999009999 Paula Hume P00537516 5132418313 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z Meals on Wheels of Southwest Ohio & NKY Jennifer Steele 2091 Radcliff Drive Cincinnati OH 45204 9396104 0 X www.muchmorethanameal.org X 1949 OH To promote the independence and enhance the life of seniors. 16 16 205 996 0 0 5837495 1091945 6402729 7264511 247298 397996 409183 -67540 12896705 8686912 0 0 0 0 3123643 5845774 12750 0 699767 4361139 5786490 7497532 11632264 5399173 -2945352 14131146 13947093 1100329 1760234 13030817 12186859 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 8369134 0 6462579 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. 726967 0 420797 Client Services: Provides protection to the elderly from abuse, neglect, self-neglect, and exploitation. The program provided 5,445 hours or services in 2021. 601995 0 381135 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. 9698096 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 1 44 0 1 205 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 1 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 Joseph Maas Trustee - Exited 4/30/21 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 President 1.00 X X 0 0 0 Thomas Kaylor Trustee 1.00 X 0 0 0 Lyndsey R Barnett Treasurer 1.00 X X 0 0 0 Mary Wagner Trustee 1.00 X 0 0 0 Barbara Carr Trustee - Started 5/1/21 1.00 X 0 0 0 Dan Driehaus Chairperson - Started 5/1/21 1.00 X X 0 0 0 Renee Dunn Trustee - Started 9/1/21 1.00 X 0 0 0 Mary Ann Jacobs Trustee - Started 5/1/21 1.00 X 0 0 0 Rob Jutze Secretary - Started 5/1/21 1.00 X X 0 0 0 Patrick O'Neill Trustee - Started 5/1/21 1.00 X 0 0 0 Andy Sathe Trustee - Started 7/1/21 1.00 X 0 0 0 Mike Snow Trustee - Started 5/1/21 1.00 X 0 0 0 Jonathan Libbert Trustee - Exited 8/1/21 1.00 X 0 0 0 Robin Rodgers Chief Administrative Officer 40.00 X 109880 0 3811 Jennifer Steele CEO 40.00 X 231486 0 4462 Tracey Collins Chief Integration Officer 40.00 X 113578 0 4415 Connie Baker Chief Operating Officer 40.00 X 67259 0 8640 522203 0 21328 3 0 1 0 0 115350 149489 172940 654166 52702 1091945 Community Service 621610 7264511 7264511 7264511 206465 206465 783969 14163 548543 58058 235426 -43895 191531 191531 20853 149489 102591 -81738 -81738 Miscellaneous 900099 14198 14198 14198 8686912 7264511 0 330456 543531 217412 217412 108707 4465066 3913730 330955 220381 53957 50837 1637 1483 422325 363109 36537 22679 360895 306404 33873 20618 36526 18781 8873 8872 58656 25604 20957 12095 31739 31739 578294 252434 206615 119245 102162 39567 49657 12938 501855 412678 38579 50598 303032 117363 113793 71876 187866 165500 20189 2177 486762 485435 385 942 58449 22637 21948 13864 14810 14810 302218 279261 18779 4178 150009 141076 7324 1609 Food 2737965 2737965 0 0 Other expenses 120180 88579 31601 0 Telephone 99077 38372 37205 23500 Dues & subscriptions 11985 4642 4501 2842 4905 1900 1842 1163 11632264 9698096 1234401 699767 5408352 3326455 573801 1084646 163165 117608 92202 114773 6379612 3143346 3113633 3236266 4766843 6058799 13150 8546 14131146 13947093 870469 1051711 21288 116424 0 421366 208572 170733 1100329 1760234 X 12261154 11412886 769663 773973 13030817 12186859 14131146 13947093 X -2945352 27645 2073749 X X 0 1 X 1 1 1 X 549789 374491 538912 5837495 1091945 8392632 4293338 4165373 4470608 6433499 7264511 26627329 4843127 4539864 5009520 12270994 8356456 35019961 246500 284797 404852 4230700 250325 5417174 0 246500 284797 404852 4230700 250325 5417174 29602787 171397 156980 136138 129221 206465 800201 171397 156980 136138 129221 206465 800201 3062 12448 104464 398402 14198 532574 5017586 4709292 5250122 12798617 8577119 36352736 0.81430 0.72280 0.02200 0.02170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 2079002 1657636 421366 1 X 304833 17290 322123 286046 18787 304833 262124 23922 286046 270692 -8568 262124 253668 17025 270692 0.00000 1.00000 0.00000 0 0 214500 214500 3051684 1028463 2023221 574674 486570 88104 2444753 1591303 853450 94001 37010 56991 3236266 X 9250447 27645 347559 220070 595274 8655173 31739 31739 8686912 12050674 347559 102590 450149 11600525 31739 31739 11632264 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. Bust a Crust 155930 143183 12747 2463 300 76026 Pie-K 5k Walk/Run 14412 6306 8106 7306 400 16096 170342 149489 20853 2463 7306 700 92122 102591 -81738 X 0 0 0 0 0 0 0 0 0 Jennifer Steele CEO 179851 0 33750 0 17885 0 2338 0 2124 0 235948 0 0 0 Tracy Collins Officer 35005 Sara Taylor received compensation as an employee, and is the daughter of Tracey Collins, an officer. 0 X 1 8081 FMV X Pie donations 13 21487 FMV X Merchandise and cause mkt 2 20954 FMV X Gift cards 10 2180 FMV 0 0 0 0 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. Wesley Community Services LLC 2091 Radcliff Dr Cincinnati OH 45204 311709022 To Provide Administration/Support Services OH 8363919 4898312 Wesley Community Services Organization