2020-04-06T15:42:38-05:00 2019-05-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST STE 400 CARMEL IN 46032 990 2018-06-01 350888771 WHEELER MISSION MINISTRIES INC WHEE 3176353575 205 E NEW YORK STREET INDIANAPOLIS IN 46204 RICHARD ALVIS PRESIDENT 3176353575 2020-04-03 1 ANGELA N CRAWFORD CPA P00573197 3178488920 2020-04-03 184.170.167.146 2020-04-03 11:22:44 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AF923E04E140C4DE71FD41AF2127CF5344A3E036 2018 2020-09-23 17:36:50Z RICHARD ALVIS 205 E NEW YORK STREET INDIANAPOLIS IN 46204 31331031 0 X WWW.WHEELERMISSION.ORG X 1893 IN WHEELER MISSION MINISTRIES PROVIDES CHRIST CENTERED PROGRAMS TO THE HOMELESS AND THOSE IN NEED. 20 20 251 9500 0 0 11309444 25504717 1706237 2191887 488799 595300 407730 -461537 13912210 27830367 56700 40250 0 0 5764725 6873305 0 0 3709496 6633852 8124508 12455277 15038063 1456933 12792304 24948723 37144766 1464139 2014415 23484584 35130351 X WMM IS A NON-DENOMINATIONAL CHRISTIAN ORGANIZATION THAT PROVIDES CHRIST-CENTERED PROGRAMS AND SERVICES FOR THE HOMELESS AND THOSE IN NEED. OUR VISION IS TO SEE EVERY INDIVIDUAL WE SERVE EQUIPPED TO BE PRODUCTIVE CITIZENS WHO ENJOY LASTING SUCCESS IN CHRIST. 0 0 3066440 HOMELESS SERVICES TO MEN. WHEELER MISSION PROVIDES TEMPORARY EMERGENCY SHELTER TO HOMELESS AND/OR DISADVANTAGED MEN AT FACILITIES IN INDIANAPOLIS AND BLOOMINGTON, IN. BREAKFAST, LUNCH, DINNER, SHOWERS, CLOTHING, CHAPEL SERVICES, CASE MANAGEMENT (WITH REFERRALS TO ONSITE AND OFFSITE SOCIAL SERVICE AGENCIES) ARE PROVIDED. MEDICAL, DENTAL, AND PODIATRIC SERVICES ARE ALSO AVAILABLE. WHEELER MISSION'S MEN'S RESIDENTIAL CENTER PROVIDES RESIDENTIAL PROGRAMS FOR MEN WHO NEED ADDITIONAL LIFE SKILLS TRAINING, ARE EMPLOYED BUT HAVE NO PERMANENT RESIDENCE, OR HAVE PHYSICAL AND/OR MENTAL CHALLENGES. IN INDIANAPOLIS, WHEELER SERVES AS THE PRINCIPAL AGENCY IN PROVIDING SHELTER DURING INCLEMENT WEATHER TO ANY PERSON SEEKING REFUGE AS PART OF THE COMMUNITY'S WINTER CONTINGENCY PLAN FOR THOSE EXPERIENCING HOMELESSNESS. 3013200 40250 1696228 SUBSTANCE ABUSE TREATMENT PROGRAMS FOR MEN AND WOMEN. WHEELER MISSION OFFERS ADDICTION RECOVERY PROGRAMS FOR MEN AND WOMEN. MEN STRUGGLING WITH SUBSTANCE ABUSE CAN ENTER THE HEBRON PROGRAM, WHICH HAS FACILITIES IN INDIANAPOLIS AND BLOOMINGTON. THIS PROGRAM ADDRESSES THE ADDICTIONS THAT OFTEN PRESS MEN INTO HOMELESSNESS. ONCE AN ORIENTATION PHASE IS COMPLETE, MEN MOVE TO THE HUNT TRAINING CENTER IN BLOOMINGTON FOR THE DURATION OF THE PROGRAM. THIS 288-ACRE FACILITY PROVIDES CLASS TIME, HOMEWORK, PEER GROUPS, AND WORK ASSIGNMENTS AT THE ONSITE WORK THERAPY ENTERPRISE. WOMEN SEEKING ASSISTANCE WITH SUBSTANCE ABUSE CAN ENTER THE HIGHER GROUND PROGRAM. THIS PROGRAM IN INDIANAPOLIS FOCUSES ON TOTAL LIFE CHANGE, RATHER THAN A SINGLE FOCUS ON THE ADDICTION. CURRICULUM INCLUDES RECOVERY CLASSES, COUNSELING, AND LIFE SKILLS CLASSES. 2058841 52668 HOMELESS SERVICES TO WOMEN. WHEELER MISSION PROVIDES AN ENVIRONMENT THAT IS SAFE FOR WOMEN AND WOMEN WITH CHILDREN EXPERIENCING HOMELESSNESS IN INDIANAPOLIS AND BLOOMINGTON. OUR SERVICES TAKE A HOLISTIC APPROACH BY PROVIDING PHYSICAL, MENTAL, EMOTIONAL, AND SPIRITUAL HELP. HUNDREDS OF WOMEN AND CHILDREN ENTER OUR DOORS SEEKING FOOD, CLOTHING, AND HOUSING. THESE WOMEN FIND THESE VITAL NEEDS SUPPLIED, BUT THEY ALSO EXPERIENCE LOVE AND COMPASSION, BRINGING REST FOR THEIR WEARY SOULS. NATIONAL STUDIES INDICATE THAT THE FASTEST GROWING SEGMENT OF THE HOMELESS POPULATION CONSISTS OF WOMEN AND MOTHERS WITH CHILDREN, MAKING THE SERVICES OFFERED AT WHEELER MISSION IMPERATIVE TO OUR COMMUNITY. DURING THEIR STAY, LADIES ARE GIVEN COUNSELING, JOB READINESS TRAINING, ASSISTANCE IN JOB PROCUREMENT, EDUCATION ASSESSMENT AND TUTORING, MEDICAL SERVICES, AND COUNSELING. 1008665 GENERAL MINISTRY POOL SERVICES OTHER PROGRAM ACTIVITIES, SUCH AS TRANSPORTATION AND FOOD PROCURMENT & DISTRIBUTION. 567698 442991 WHEELER MISSION THRIFT STORE PROVIDES FOR THE NEEDS OF THE COMMUNITY THROUGH THE BELOW COST SALE OF DONATED MERCHANDISE. 671121 FOOD SERVICE PROGRAM PROVIDES FOOD TO THE MULTIPLE SHELTERS AND RESIDENTIAL CENTERS OPERATED BY WMM. 2247484 442991 10385965 1 1 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 37 0 1 251 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X WHEELER MISSION MINISTRIES 3176353575 205 EAST NEW YORK STREET INDIANAPOLIS IN 46204 RASOR MICHAEL CHAIRMAN 1.00 X X 0 0 0 FOUNTAIN JIM VICE CHAIRMAN 1.00 X X 0 0 0 BREISCH FRITZ TREASURER 1.00 1.00 X X 0 0 0 CAIN VIRGINIA J SECRETARY 1.00 X X 0 0 0 BENGE BRENT BOARD MEMBER 1.00 X 0 0 0 CORBIN JOHN BOARD MEMBER 1.00 X 0 0 0 COWAN GERALD L BOARD MEMBER 1.00 X 0 0 0 FISCUS CLIFFORD BOARD MEMBER 1.00 X 0 0 0 KERKHOVE CHARLES BOARD MEMBER 1.00 X 0 0 0 KIESEL SCOTT BOARD MEMBER 1.00 X 0 0 0 MOLENDORP DAYTON BOARD MEMBER 1.00 X 0 0 0 REINWALD GARY BOARD MEMBER 1.00 X 0 0 0 TORRES S EDWARD BOARD MEMBER 1.00 X 0 0 0 WARD SANDY BOARD MEMBER 1.00 X 0 0 0 WIESMAN ANDREW R BOARD MEMBER 1.00 X 0 0 0 WILHITE DAVID BOARD MEMBER 1.00 X 0 0 0 ELMORE GINI BOARD MEMBER 1.00 X 0 0 0 SMITH DENNIS BOARD MEMBER 1.00 X 0 0 0 SMITH LARRY BOARD MEMBER 1.00 X 0 0 0 HANIFORD LORI E BOARD MEMBER 1.00 X 0 0 0 ALVIS RICHARD A PRESIDENT/CEO 40.00 1.00 X 152389 0 28689 STEVEN MEYER CHIEF OPERATING OFFIC 40.00 1.00 X 94558 0 25687 246947 0 54376 1 0 1 0 0 93874 1154295 24256548 2416414 25504717 ENTERPRISE REVENUES 900099 1696228 1696228 SALES OF DONATED GOODS 900099 442991 442991 PROGRAM FEES 900099 52668 52668 2191887 377719 377719 23492 23492 11950 0 11950 11950 11950 2357351 19506 2156141 3135 201210 16371 217581 217581 813083 1154295 1335244 -522161 -522161 5563 6144 -581 -581 OTHER REVENUE 900099 25763 25763 25763 27830367 2191887 0 133763 40250 40250 314677 252313 9643 52721 5118873 4110694 148041 860138 197553 151983 8493 37077 845613 682404 31309 131900 396589 317301 12048 67240 169322 26837 84454 58031 43297 43297 336805 10225 326580 2402803 157386 3370 2242047 283501 86177 77543 119781 53738 26535 669 26534 1182922 1089707 71555 21660 136756 117127 3462 16167 48810 37004 1887 9919 686246 583323 102923 221651 154578 10630 56443 UNRELATED BUSINESS INCO 5333 5333 INDUSTRY MATERIALS 1208379 1208379 FOOD, CLOTHING, MINISTR 1028074 1028074 FOOD 173219 172124 1095 143652 133544 1365 8743 15038063 10385965 942602 3709496 488563 1562804 6330 6332 23900 4900 140874 206560 193976 309186 14425 17361 21474187 8530215 11381004 12943972 3975182 3231009 4951460 4968460 3773009 13894182 24948723 37144766 538330 498821 925809 1515594 1464139 2014415 X 20657202 20233909 1523982 4593042 1303400 10303400 23484584 35130351 24948723 37144766 X 12792304 -460804 -685733 X X 0 1 X 1 0 X 9179021 10468431 11003428 11309444 25504717 67465041 9179021 10468431 11003428 11309444 25504717 67465041 10333004 57132037 174286 201644 181850 289898 413161 1260839 16293 19438 19010 7582 25763 88086 68813966 7912099 0.83020 0.95280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2224997 9000000 114502 11339499 1918458 125000 181539 2224997 1298306 462433 157719 1918458 621691 639577 37038 1298306 595697 25994 621691 0.04670 0.90860 0.04470 0 0 1668470 1668470 15616724 6497847 9118877 3295447 2032368 1263079 893546 893546 12943972 INVESTMENT IN EAST STREET HOLDINGS 4968460 C 4968460 CHARITABLE GIFT ANNUITIES 160510 CHARITABLE REMAINDER TRUSTS 2393112 ENDOWMENT 11339499 PARTNERSHIP INTEREST IN HANES INVESMENTS 1061 13894182 CHARITABLE REMAINDER TRUSTS PAYABLE 1453433 ANNUITY PAYABLE 62161 1515594 X 26646677 -460804 -679589 -1140393 27787070 43297 43297 27830367 15124446 129680 129680 14994766 43297 43297 15038063 PART V, LINE 4: THE MAJORITY OF THE ENDOWMENT EARNINGS ARE DIRECTED TO AREAS THAT ENHANCE THE LONG-TERM SUSTAINABILITY AND RESILANCY OF THE ORGANIZATION. PART X, LINE 2: WMM AND ESH ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND RELATED STATE LAWS. THE ACTIVITIES OF DD ARE EXEMPT AS PROGRAMS UNDER WMM'S NOT-FOR-PROFIT EXEMPTION AND ARE INCLUDED IN THE INCOME TAX FILINGS OF WMM. THE EXEMPTION IS ON ALL INCOME EXCEPT UNRELATED BUSINESS INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE MINISTRY AND RECOGNIZE A TAX LIABILITY IF THE MINISTRY HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT BELIEVES THAT AS OF MAY 31, 2019 AND 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE MINISTRY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE MINISTRY IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, WMM AND ESH ARE REQUIRED TO FILE FEDERAL FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX AND A CORRESPONDING STATE RETURN, WHICH ARE INFORMATIONAL RETURNS ONLY. WMM AND ESH HAVE FILED THEIR FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH MAY 31, 2018. DD HAD NO ACTIVITY IN PREVIOUS YEARS, SO THE ACTIVITIES FOR THE YEAR ENDED MAY 31, 2019 WILL BE INCLUDED IN WMM'S TAX FILING. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 6,144. CHANGE IN VALUE OF ANNUITY AND TRUST AGREEMENTS -685,733. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 6,144. EXPENSES REPORTED ON WHEELER EAST STREET HOLDINGS, INC. 990 123,536. X X X X X 0 BREWER DIRECT 507 S MYRTLE AVE MONROVIA CA 91016 DIRECT MAIL CONSULTANT 0 0 78000 -78000 78000 -78000 IN DRUMSTICK DASH 1717672 929173 788499 50767 1245 70993 1091518 STRENGTH IN OUR STREETS 208443 187664 20779 1028 220 19 106226 2 41263 37458 3805 6200 5275 503 1250 1967378 1154295 813083 57995 6740 71515 1198994 1335244 -522161 0 LIVING EXPENSE STIPENDS FOR PROGRAM PARTICIPANTS 85 40250 PART I, LINE 2: PROGRAM PARTICIPANTS THAT NEED ASSISTANCE WITH LIVING EXPENSES ARE PROVIDED A SMALL STIPEND DURING THE DURATION OF THEIR STAY WITH THE MINISTRY SO THAT BASIC NEEDS FOR SUBSISTENCE ARE NOT A CONCERN, ALLOWING THEM TO FOCUS ON THEIR RECOVERY. X 0 0 X X X 0 0 0 0 0 0 0 0 0 ALVIS RICHARD A PRESIDENT/CEO 138771 0 0 0 13618 0 9143 0 19546 0 181078 0 0 0 PART I, LINE 1A THE PRESIDENT/CEO IS AN ORDAINED MINISTER. AS A MINISTER, PART OF HIS SALARY IS CONSIDERED A HOUSING ALLOWANCE UNDER REG. 1.1402(C)-5 . JULIE ALVIS SPOUSE OF CEO 50340 SALARY & BENEFITS. JULIE SERVES IN THE DEVELOPMENT DEPARTMENT AS THE DIRECTOR OF DONOR RELATIONS, WITH THE PRIMARY RESPONSIBILITY OF IMPROVING AND MAINTAINING RELATIONSHIPS WITH MAJOR DONORS. ADDITIONAL RESPONSIBILITIES INCLUDE OVERSEEING SOME GRANT WRITING AND GRANT REPORTING, PARTICIPATING IN MINISTRY EVENTS AND LEADING BIBLE STUDIES FOR FEMALE STAFF AND WOMEN OF THE CENTER FOR WOMEN AND CHILDREN, AND THE THRIFT STORE AND DISTRIBUTION CENTER. 0 BETHANY WININGER DAUGHTER OF CEO 63020 SALARY & BENEFITS. BETHANY SERVED IN THE DEVELOPMENT DEPARTEMENT AS THE DIRECTOR OF VOLUNTEERS COORDINATING VOLUNTEER ACTIVITIES AND CHURCH RELATIONS. IN JANUARY OF 2019 BETHANY MOVED INTO THE DIRECTOR OF STRATEGIC PLANNING & ENGAGEMENT ROLE. THE PRIMARY RESPONSIBILITY OF THIS ROLE IS TO LEAD THE DEVELOPMENT AND IMPLEMENTATION OF THE LONG-RANGE STRATEGIC PLAN. ADDITIONAL RESPONSIBLITIES INCLUDE COMMUNICATING THE PROGRESS AND ENGAGING TEAMMEMBERS IN THE PLANNING PROCESS. 0 X 825821 ESTIMATED FMV X 50 422566 FMV X 348420 1047179 ESTIMATED FMV X MISCELLANEOUS DONATIONS 5 120848 FMV 0 0 1 PART I, LINE 32B: A BROKERAGE FIRM IS USED TO SELL ALL STOCK THAT IS DONATED. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE DRAFT OF THE FORM 990 IS EMAILED TO THE AUDIT COMMITTE TO REVIEW. ONCE ANY ISSUES FROM THAT REVIEW ARE RESOLVED, A FINAL DRAFT IS PROVIDED TO THE FULL BOARD FOR THEIR REVIEW. AFTER THE BOARD HAS HAD AN OPPORTUNITY TO REVIEW, THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE CONFLICT OF INTEREST POLICY AND DISCLOSURE QUESTIONNAIRE ARE PROVIDED TO THE FULL BOARD OF DIRECTORS. DIRECTORS MUST COMPLETE AND PROVIDE THE QUESTIONNAIRES TO THE OFFICE OF THE CEO, AND ANY CONFLICTS THAT ARE DISCLOSED WILL BE DISCUSSED WITH THE CHAIR OF THE BOARD OF DIRECTORS. ANY INDIVIDUAL WITH A POSSIBLE CONFLICT WILL BE RECUSED BY THE CHAIR FROM ANY DISCUSSIONS RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION IS REVIEWED BY AN AD HOC GROUP INCLUDING THE CHAIR OF THE BOARD OF DIRECTORS. THE GROUP REFERS TO TWO OR THREE SALARY SURVEYS FOR COMPARABILITY WITH WHEELER MISSION'S OPERATIONS. 990'S OR OTHER PUBLIC DOCUMENTS MAY ALSO BE REVIEWED, AS NECESSARY, TO IDENTIFY A REASONABLE COMPENSATION PACKAGE FORM 990, PART VI, SECTION C, LINE 19 SUCH DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE EXECUTIVE OFFICE OF THE MISSION. THE FORM 990 IS AVAILABLE AT WWW.GUIDSTAR.ORG OR AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF ANNUITY AND TRUST AGREEMENTS -685,733. FORM 990, PART XII, LINE 2C: THE MINISTRY HAS AN AUDIT COMMITTEE COMPRISED OF A SUBSET OF THE BOARD OF DIRECTORS. THE AUDIT COMMITTEE OVERSEES THE PLANNING AND EXECUTION OF THE FIELDWORK AND MEETS PRIOR TO AUDIT COMMENCEMENT WITH THE INDEPENDENT AUDITORS. THE COMMITTEE RECEIVES A DRAFT OF THE AUDIT REPORT AND REQUIRED COMMUNICATION LETTERS PRIOR TO A FINAL EXIT CONFERENCE WITH THE AUDITORS. AFTER REVIEW, THE COMMITTEE MAKES A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS THAT THE ANNUAL AUDIT BE ACCEPTED. THE PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. DRUMSTICK DASH LLC 205 E NEW YORK STREET INDIANAPOLIS IN 46204 821299056 IN 9685 WHEELER MISSION MINSTRIES INC WHEELER EAST STREET HOLDINGS INC 205 E NEW YORK STREET INDIANAPOLIS IN 46204 460672646 PROVIDES CHRIST CENTERED PROGRAMS TO THE HOMELESS AND THOSE IN NEED IN 501(C)(3) LINE 7 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WHEELER EAST STREET HOLDINGS INC B 17000 FMV