2016-04-01T08:50:32-05:00 2015-05-31 351178661 BLUE & CO LLC 12800 N MERIDIAN STREET SUITE 400 CARMEL IN 46032 990 2014-06-01 350888771 WHEELER MISSION MINISTRIES INC WHEE 3176353575 205 E NEW YORK STREET INDIANAPOLIS IN 46204 RICHARD ALVIS PRESIDENT 3176353575 2016-03-24 1 ANGELA N CRAWFORD P00573197 3178488920 2016-03-24 2014 2016-08-17 19:52:53Z RICHARD ALVIS 205 E NEW YORK STREET INDIANAPOLIS IN 46204 13688824 0 X WWW.WMM.ORG X 1893 IN WHEELER MISSION MINISTRIES PROVIDES CHRIST CENTERED PROGRAMS TO THE HOMELESS AND THOSE IN NEED. 17 17 182 8783 0 0 12380294 9179021 1063027 1264578 256872 152188 285538 332503 13985731 10928290 32620 35400 0 0 4076626 4274685 0 0 2194506 4499352 4796530 8608598 9106615 5377133 1821675 19206224 20933815 1319285 1230069 17886939 19703746 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 1819325 MINISTRY AND SHELTER TO THE HOMELESS. THE MISSION PROVIDES TEMPORARY EMERGENCY SHELTER TO HOMELESS AND/OR DISADVANTAGED MEN. 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 AT ON-SITE CLINICS. AS WELL, WHEELER PROVIDES PROGRAMS FOR GUESTS WHO ARE EMPLOYED OR ACTIVELY SEEKING EMPLOYMENT BUT HAVE NO PERMANENT RESIDENCE, AND GUESTS WITH PHYSICAL AND MENTAL CHALLENGES. WHEELER CREATED ITS WINTER CONTINGENCY PLAN, WHICH INCREASES EMERGENCY SHELTER SERVICES DURING INCLEMENT WEATHER THAT LEADS TO INCREASED DEMAND FOR SERVICES. 1987616 35400 891841 SUBSTANCE ABUSE TREATMENT PROGRAM. THE HEBRON CENTER PROGRAM, WITH FACILITIES IN INDIANAPOLIS AND BLOOMINGTON, ADDRESSES THE UNDERLYING ADDICTIONS WHICH OFTEN PRESS MEN INTO HOMELESSNESS. THOSE WHO DESIRE TO ENTER A RECOVERY PROGRAM BEGIN BY WORKING THROUGH A PRE-ENTRY TRIAL PERIOD TO DETERMINE IF THEY ARE READY TO COMMIT TO OUR LONG-TERM RESIDENTIAL PROGRAM. MEN FOLLOW A STRICT REGIMEN AND DEMONSTRATE ADHERENCE TO OUR GUIDELINES, COMPLETING SEVERAL BENCHMARKS BEFORE MOVING ON TO THE ORIENTATION PHASE. ONCE THIS PHASE IS COMPLETE, MEN MOVE TO THE HEBRON CENTER OUTSIDE BLOOMINGTON FOR THE HEART OF THE PROGRAM, WHICH IS APPROXIMATELY SIX MONTHS IN DURATION. THIS 288 ACRE FACILITY PROVIDES CLASS TIME, HOMEWORK, PEER GROUPS, INDIVIDUAL COUNSELING & CASE MANAGEMENT, LIFE SKILLS TRAINING & WORK THERAPY ONSITE MANUFACTURING WOOD PALLETS, OR DOING GROUNDS KEEPING, VEHICLE MAINTENANCE, CLEANING OR KITCHEN DUTY. THE FINAL PHASE TAKES PLACE BACK IN INDIANAPOLIS WHERE MEN WORK ON GETTING BACK INTO THE WORKING WORLD. THE PROGRAM IS HIGHLY STRUCTURED; HOLDING MEN TO A HIGH LEVEL OF ACCOUNTABILITY, YET MAINTAINS A CARING, COMPASSIONATE THERAPEUTIC ENVIRONMENT. 1521418 25709 WOMEN'S SHELTER PROGRAM. THE CENTER FOR WOMEN AND CHILDREN (CWC) PROVIDES AN ENVIRONMENT THAT IS SAFE PHYSICALLY, EMOTIONALLY, AND SPIRITUALLY FOR HOMELESS WOMEN AND MOTHERS WITH CHILDREN. HUNDREDS OF WOMEN AND MOTHERS WITH CHILDREN ENTER OUR DOORS SEEKING FOOD, CLOTHING, AND SAFE EMERGENCY SHELTER. THESE WOMEN FIND THEIR VITAL NEEDS SUPPLIED, BUT ALSO EXPERIENCE LOVE AND COMPASSION, BRINGING REST TO THEIR WEARY SOULS. NATIONAL STUDIES INDICATE THAT THE FASTEST GROWING SEGMENT OF THE HOMELESS POPULATION CONSIST OF WOMEN AND MOTHERS WITH CHILDREN, MAKING THESE SERVICES OFFERED AT THE CWC IMPERATIVE TO OUR COMMUNITY. THE AVERAGE STAY AT THE CENTER IS 28 DAYS. DURING THAT STAY, LADIES ARE PROVIDED WITH COUNSELING, JOB READINESS TRAINING, ASSISTANCE IN JOB PROCUREMENT, EDUCATION ASSESSMENT AND TUTORING, MEDICAL SERVICES, ADDICTION COUNSELING, AND ENCOURAGEMENT TO ENTER ONE OF OUR LONG TERM RESIDENTIAL PROGRAMS. 514045 347028 WHEELER MISSION THRIFT STORE. PROVIDES FOR THE NEEDS OF THE COMMUNITY THROUGH TH ELOW COST SALE OF DONATED MERCHANDISE. 650382 GENERAL MINISTRY POOL THAT SERVICES OTHER PROGRAM ACTIVITIES, SUCH AS TRANSPORTATION AND FOOD PROCUREMENT & DISTRIBUTION. 1164427 347028 6492786 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 14 0 1 182 1 0 0 0 0 0 0 0 0 0 0 X 17 17 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 MEYER STEVEN L CHAIRMAN 1.00 X X 0 0 0 JUSTICE GERALD A SECRETARY 1.00 X X 0 0 0 BREISCH FREDRICK TREASURER 1.00 X X 0 0 0 CAIN VIRGINIA J 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 FOUNTAIN JIM BOARD MEMBER 1.00 X 0 0 0 GILES KEITH D 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 RASOR MIKE VICE-CHAIRMAN 1.00 X X 0 0 0 REINWALD GARY BOARD MEMBER 1.00 X 0 0 0 SCHIELE MICHAEL D 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 BENGE BRENT BOARD MEMBER 1.00 X 0 0 0 ALVIS RICHARD A PRESIDENT/CEO 40.00 X 128315 0 24589 SELL KERRY W CHIEF ADMINISTRATIVE OFFICER 40.00 X 81643 0 17642 209958 0 42231 1 0 1 0 0 99930 179399 8899692 1044574 9179021 ENTERPRISE REVENUES 900099 891841 891841 SALES OF DONATED GOODS 900099 347028 347028 PROGRAM FEES 900099 25709 25709 1264578 158399 158399 1542 1542 14345 0 14345 14345 14345 2438901 6940 2452052 0 -13151 6940 -6211 -6211 602848 179399 302525 300323 300323 7646 5957 1689 1689 OTHER INCOME 900099 14604 14604 14604 10928290 1264578 0 484691 35400 35400 270462 220690 12152 37620 3127704 2549321 138804 439579 154157 124501 7990 21666 468096 387079 21319 59698 254266 207057 11777 35432 3399 3399 112128 72064 4829 35235 14588 14588 10113 10113 1394316 7749 30511 1356056 262360 57243 42856 162261 804589 756318 36595 11676 137439 115528 11299 10612 55707 37209 6126 12372 459512 398887 60625 151835 123083 16453 12299 FOOD, CLOTHING, MINISTR 678643 678643 INDUSTRY MATERIALS 574781 574781 PROGRAM MATERIALS AND F 129393 129393 7727 7727 9106615 6492786 419323 2194506 2366875 2099532 10535 166620 878187 622460 78887 111025 67920 86749 144 28746 15308517 6554857 8616772 8753660 4093330 3239283 955814 3718796 2137760 2106944 19206224 20933815 257073 282987 1062212 947082 1319285 1230069 X 12812804 16842562 4808168 2095217 265967 765967 17886939 19703746 19206224 20933815 X 1821675 -4868 X X 0 1 X 1 0 X 7220583 6736047 8267522 12380294 9179021 43783467 7220583 6736047 8267522 12380294 9179021 43783467 43783467 30289 64968 61151 96348 174286 427042 5094 19827 52979 14614 16293 108807 44319316 0.98790 0.99030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 595697 25994 621691 306098 250000 39599 595697 266639 39459 306098 265967 672 266639 33167 232800 15807 15807 265967 0.40210 0.42780 0.17010 0 0 1058740 1058740 12008625 6554857 5453768 2241152 2241152 8753660 INVESTMENT IN EAST STREET HOLDINGS 3718796 C 3718796 PARTNERSHIP INTEREST IN HANES INVESTMENTS 1061 CHARITABLE GIFT ANNUITIES 159728 CHARITABLE REMAINDER TRUSTS 1324464 ENDOWMENT 621691 2106944 ANNUITY PAYABLE 92508 CHARITABLE REMAINDER TRUSTS PAYABLE 854574 947082 X 11221399 -4868 289544 23021 307697 10913702 14588 14588 10928290 9455936 289544 74365 363909 9092027 14588 14588 9106615 PART V, LINE 4: THE MAJORITY OF THE ENDOWMENT EARNINGS ARE DIRECTED TO BE USED IN PROGRAMS, PRIMARILY THE CENTER FOR WOMEN AND CHILDREN. PART X, LINE 2: INCOME TAXES 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. 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, 2015 AND 2014, 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, 2014. 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 5,957. INCOME REPORTED ON WHEELER EAST STREET HOLDINGS, INC. 990 17,064. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 5,957. EXPENSES REPORTED ON WHEELER EAST STREET HOLDINGS, INC. 990 68,408. X X X X X 0 BREWER DIRECT 507 S MYRTLE AVE MONROVIA CA 91016 DIRECT MAIL CONSULTANT 0 0 33000 -33000 33000 -33000 IN DRUMSTICK DASH 782247 179399 602848 33321 269204 782247 179399 602848 33321 269204 302525 300323 0 LIVING EXPENSE STIPENDS FOR PROGRAM PARTICIPANTS 56 35400 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 118998 0 0 0 9317 0 8910 0 15679 0 152904 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 37949 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 ALVIS DAUGHTER OF CEO 47533 SALARY & BENEFITS. BETHANY SERVES IN THE DEVELOPMENT DEPARTMENT AS THE COMMUNITY OUTREACH AND VOLUNTEER COORDINATOR. SHE IS INVOLVED IN VOLUNTEER AND CHURCH RELATIONS. 0 X 216540 ESTIMATED FMV X 10 56101 FMV X 5000 771933 ESTIMATED FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 -4,868. 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. 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 2762982 FMV