2025-09-08T13:32:38-05:00 2024-12-31 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2024-01-01 310537097 Wesley Community Services Organization WESL 5136612777 2091 Radcliff Drive Cincinnati OH 45204 Michael Dunn CEO 5136612777 2025-08-29 1 1 Paula Hume P00537516 5132418313 2025-08-29 2024 2025-03-06 01:10:19Z Meals on Wheels of Southwest Ohio & NKY Michael Dunn 2091 Radcliff Drive Cincinnati OH 45204 21726430 0 X www.muchmorethanameal.org X 1949 OH To promote the independence and enhance the life of seniors. 15 15 203 593 0 0 2656416 7263417 12435472 13735476 416499 157619 -1897 -57395 15506490 21099117 0 0 0 0 6915771 7341158 299916 192234 717105 7759362 7936179 14975049 15469571 531441 5629546 17765691 21691154 5543177 3728797 12222514 17962357 X To deliver essential services that promote the independence of seniors so that they may remain in the comfort of their own homes. 0 0 10366788 11983993 Food Deliveries: Provides nutritionally balanced meals prepared by our kitchen staff with both regular and therapeutic diet options. These meals are provided to seniors who need in-home meal services as well as to those dining at congregate locations. In 2024, a total of 1,248,000 meals were served to over 7,000 seniors during 262 days of 2024. 1136831 936717 Specialized Transportation: Provides transportation services for the elderly to senior centers, medical appointments, recreational trips, and shopping. This program provided 43,796 trips to over 600 seniors during 251 days of 2024. 1176951 658154 Social Services: Provides protection to the elderly from abuse, neglect, self-neglect, and exploitation. The program provided 7,718 hours of services to 282 seniors during 251 days of 2024. 1116447 156612 Other miscellaneous programs. 1116447 156612 13797017 1 1 0 1 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 40 0 1 203 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 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 Lyndsey R Barnett Treasurer 1.00 X X 0 0 0 Mary Wagner Vice-Chair 1.00 X X 0 0 0 Dan Rozewski Treasurer - Exit 08/24 1.00 X X 0 0 0 Dan Driehaus Past-Chairperson 1.00 X X 0 0 0 Renee Dunn Trustee 1.00 X 0 0 0 Rob Jutze Trustee 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 1.00 X 0 0 0 Tom Cooney Trustee 1.00 X 0 0 0 Tony Fenno Secretary 1.00 X X 0 0 0 Connie Baker Chief Operating Officer 40.00 X 135972 0 22196 Robin Rodgers Chief Financial Officer 40.00 X 117447 0 4813 Michael Dunn CEO-Start 5/24 40.00 X 139400 0 9985 Paul Brunner Interim CEO-Exit 5/24 40.00 X 95574 0 0 Michael Beck Chief Production Officer 40.00 X 115537 0 24848 Matthew Melody Chief People Officer 40.00 X 105077 0 16363 709007 0 78205 5 0 1 0 0 71439 158583 674884 6358511 535413 7263417 Community Service 621610 13735476 13735476 13735476 151080 151080 466976 34253 466700 27990 276 6263 6539 6539 38968 158583 132623 -93655 -93655 OBWC Refund 900099 13904 13904 403B forfeiture 900099 12862 12862 RE Tax Refund 900099 8194 8194 1300 1300 36260 21099117 13735476 0 100224 525387 252440 193346 79601 5670227 5246924 254275 169028 153657 143226 6486 3945 543534 504585 21674 17275 448353 404167 27752 16434 30494 20308 10086 100 84130 84130 24000 24000 192234 192234 13849 13849 429170 349517 71288 8365 111834 24877 76571 10386 886424 831964 9830 44630 336453 249371 58649 28433 255288 238413 14379 2496 6874 4220 2309 345 4982 4982 446637 429672 14072 2893 308038 294342 11455 2241 Food 4221890 4221890 Vehicles and Transporta 388262 387074 843 345 Other expenses 387854 189045 84455 114354 15469571 13797017 955449 717105 3120418 2833606 1565400 4899689 171920 222657 115606 175246 9344256 3812972 4870193 5531284 2740983 2933176 5181171 5095496 17765691 21691154 1025489 943866 40260 19056 431873 432466 3485731 2333409 559824 0 5543177 3728797 X 11066382 11858583 1156132 6103774 12222514 17962357 17765691 21691154 5629546 110297 0 X X 0 1 X 1 1 1 X 5837495 1091945 3819237 2656416 7263417 20668510 6433499 7264511 10040013 12435742 13735476 49909241 12270994 8356456 13859250 15092158 20998893 70577751 4230700 250325 247747 382675 229435 5340882 0 4230700 250325 247747 382675 229435 5340882 65236869 129221 206465 140943 406371 151080 1034080 129221 206465 140943 406371 151080 1034080 398402 14198 30722 34568 36548 514438 12798617 8577119 14030915 15533097 21186521 72126269 0.90450 0.87330 0.01430 0.01810 X Schedule A, Part III, Line 12, Explanation of Other Income: Other Income - 2020 Amount: $ 398,402. 2021 Amount: $ 14,198. 2022 Amount: $ 30,722. 2023 Amount: $ 34,568. 2024 Amount: $ 36,548. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 24000 0 0 24000 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 398994 27540 426534 304153 54479 40362 398994 322123 -17970 304153 304833 17290 322123 286046 18787 304833 0.00000 1.00000 0.00000 0 0 1714061 1714061 3067108 1344298 1722810 469637 455976 13661 3995715 1927049 2068666 97735 85649 12086 5531284 Deposits 10047 CIP 5085449 5095496 X 21450443 110297 122256 132622 365175 21085268 13849 13849 21099117 15710600 122256 132622 254878 15455722 13849 13849 15469571 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 $432,466 at 12/31/2024. 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 132,622. Part XII, Line 2d - Other Adjustments: Event Expenses 132,622. X X X X X X X 1 Ignite Philanthropy 308 E 8th St 4 Cincinnati OH 45202 Capital Campaign Administration 0 0 127500 -127500 Ashley Brouwer 522 56th Street South Birmingham AL 35212 Grant Writing 0 0 840 -840 TrueSense 502 Keystone Drive Warrendale PA 15086 Direct Mail and solicitations 0 0 63894 -63894 192234 -192234 Bust a Crust 51073 45314 5759 18405 March Madness Gala 146478 113269 33209 1500 41302 2600 68816 197551 158583 38968 1500 41302 2600 87221 132623 -93655 X 0 0 0 0 0 0 0 0 0 Connie Baker Chief Operating Officer 135972 0 0 0 0 0 4495 0 17701 0 158168 0 0 0 X 8 511021 FMV X 1 2454 X Gala Silent Auction 1 21938 FMV 0 0 1 0 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 until May 2024. Form 990, Part VI, Section B, line 11b The finance committee reviews and approves the 990 prior to filing. The 990 is forwarded to the Board for review and further comments. The names associated with the large contributors on Schedule B are masked from the view of the board and finance committee. 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. 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. Part VI, Section A, Line 9: Paul Brunner, 3044 Wold Ave, Cincinnati, OH 45206 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 16524327 2813780 Wesley Community Services Organization