2014-03-20T07:37:11-05:00 2013-05-31 351178661 BLUE & CO LLC 12800 N MERIDIAN ST SUITE 400 CARMEL IN 46032 990 2012-06-01 350888771 WHEELER MISSION MINISTIES INC WHEE 3176353575 205 E NEW YORK ST INDIANAPOLIS IN 46204 RICHARD ALVIS 3176353575 2014-02-26 1 ANGELA N CRAWFORD P00573197 3178488920 2014-02-26 2012 2015-11-30 17:44:51Z X RICHARD ALVIS 245 N DELEWARE ST INDIANAPOLIS IN 46204 10066588 0 X WWW.WMM.ORG X 1893 IN WHEELER MISSION MINISTRIES PROVIDES CHRIST CENTERED PROGRAMS TO THE HOMELESS AND THOSE IN NEED. 17 17 161 8249 0 0 6736047 8267522 662567 844272 -11792 238687 219374 221058 7606196 9571539 34265 33457 0 0 3844883 3975340 0 0 1646205 3938954 3937430 7818102 7946227 -211906 1625312 12328719 13871757 1112084 1192451 11216635 12679306 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 1798617 7600 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. 1636968 25857 495002 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. 1344172 24561 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. 511151 387596 WHEELER MISSION THRIFT STORE. PROVIDES FOR THE NEEDS OF THE COMMUNITY THROUGH THE LOW COST SALE OF DONATED MERCHANDISE. 667251 MINISTRY SERVICES. GENERAL MINISTRY POOL THAT SERVICES OTHER PROGRAM ACTIVITIES, SUCH AS TRANSPORTATION AND FOOD PROCUREMENT & DISTRIBUTION. 1178402 387596 5958159 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 20 0 1 161 1 0 0 0 0 0 0 0 0 0 1 1 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 WINGERTER ROBERT B 1.00 X X 0 0 0 MEYER STEVEN L 1.00 X X 0 0 0 JUSTICE GERALD A 1.00 X X 0 0 0 BREISCH FRITZ E 1.00 X X 0 0 0 CAIN VIRGINIA J 1.00 X 0 0 0 COWAN GERALD L 1.00 X 0 0 0 FISCUS CLIFFORD 1.00 X 0 0 0 FOUNTAIN JIM 1.00 X 0 0 0 GILES KEITH D 1.00 X 0 0 0 KERKHOVE CHARLES 1.00 X 0 0 0 KIESEL SCOTT 1.00 X 0 0 0 RASOR MIKE 1.00 X 0 0 0 REINWALD GARY 1.00 X 0 0 0 SCHIELE MICHAEL D 1.00 X 0 0 0 WARD SANDY 1.00 X 0 0 0 WIESMAN ANDREW R 1.00 X 0 0 0 WILHITE DAVID 1.00 X 0 0 0 MEYER STEVEN L 1.00 X 0 0 0 ALVIS RICHARD A 40.00 X 119720 0 22431 SELL KERRY W 40.00 X 74166 0 5954 193886 0 28385 1 0 0 0 0 76759 191409 7999354 805543 8267522 ENTERPRISE REVENUES 900099 495002 495002 SALES OF DONATED GOODS 900099 324709 324709 PROGRAM FEES 900099 24561 24561 844272 50682 50682 10469 0 10469 10469 10469 349803 17050 162172 16676 187631 374 188005 188005 465260 191409 307089 158171 158171 13836 9112 4724 4724 OTHER INCOME 900099 47694 47694 47694 9571539 907159 0 396858 33457 33457 242074 204231 9846 27997 2896422 2444916 116471 335035 130874 105679 7423 17772 463631 396038 17781 49812 242339 204930 9658 27751 1354 1354 84022 64315 2696 17011 11770 11770 1027189 5956 2228 1019005 214197 56303 39176 118718 687237 636008 43372 7857 123202 104810 9315 9077 38225 21840 5605 10780 448189 393591 54598 118625 102665 10570 5390 FOOD, CLOTHING, MINISTR 696416 696416 INDUSTRY MATERIALS 328814 328814 PROGRAM MATERIALS AND F 151786 151786 6404 6404 7946227 5958159 341863 1646205 760608 1124662 332094 10524 51740 1160000 58638 57956 43871 77427 122962 654907 14424980 5701721 9030956 8723259 460209 493743 1467641 1569279 12328719 13871757 237752 266120 874332 926331 1112084 1192451 X 10570118 10779478 380550 1633861 265967 265967 11216635 12679306 12328719 13871757 X 1625312 -162641 X X 0 1 X 1 0 X 6793753 7246207 7220583 6736047 8267522 36264112 6793753 7246207 7220583 6736047 8267522 36264112 36264112 18844 15059 30289 64968 61151 190311 23475 48319 5094 19827 52979 149694 36604117 0.99070 0.99210 X 266639 39459 306098 265967 672 266639 33167 232800 15807 15807 265967 33167 -1666 -1816 150 33167 33167 284 265 19 33167 0.86890 0.13110 0 0 1058740 1058740 11474587 5701721 5772866 1891653 1891653 8723259 PARTNERSHIP INTEREST IN HANES INVES 1061 CHARITABLE GIFT ANNUITIES 171018 CHARITABLE REMAINDER TRUSTS 1091102 ENDOWMENT 306098 1569279 ANNUITY PAYABLE 175191 CHARITABLE REMAINDER TRUSTS PAYABLE 751140 926331 X 9698894 283569 18571 302140 9396754 11770 163015 174785 9571539 8260883 283569 43231 326800 7934083 11770 374 12144 7946227 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE MAJORITY OF THE ENDOWMENT EARNINGS ARE DIRECTED TO BE USED IN PROGRAMS, PRIMARILY THE CENTER FOR WOMEN AND CHILDREN. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: INCOME TAXES WMM IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND RELATED STATE LAWS. ESH IS A PUBLIC BENEFIT CORPORATION THAT HAS FILED FOR EXEMPT STATUS UNDER SECTION 501(C)(2) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES ESH'S FILING FOR EXEMPT STATUS WILL ULTIMATELY BE APPROVED. 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, 2013 AND 2012, 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 INFORMATION RETURNS ONLY. WMM HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH MAY 31, 2012. 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). ESH WAS FORMED IN OCTOBER 2012 AND ITS FIRST FILING REQUIREMENT WILL BE FOR THE YEAR ENDED MAY 31, 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 9,112. INCOME REPORTED ON WHEELER EAST STREET HOLDINGS, INC. 990 9,459. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF FIXED ASSETS INCLUDED IN EXPENSES ON FINANCIAL STATEMENTS 374. CHANGE IN VALUE OF ANNUITY AND TRUST AGREEMENTS 162,641. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 9,112. EXPENSES REPORTED ON WHEELER EAST STREET HOLDINGS, INC. 990 34,119. PART XII, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF FIXED ASSETS INCLUDED IN EXPENSES ON FINANCIAL STATEMENTS 374. 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 656669 191409 465260 37874 269215 656669 191409 465260 37874 269215 307089 158171 0 LIVING EXPENSE STIPENDS FOR PROGRAM PARTICIPANTS 122 33457 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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. JULIE ALVIS SPOUSE OF CEO 32744 SALARY & BENEFITS. JULIE SERVES IN THE DEVELOPMENT DEPARTMENT AS THE GRANTS MANAGER, OVERSEEING GRANT WRITING AND GRANT REPORTING RESPONSIBILITIES. SHE HAS OTHER DUTIES AS WELL, INCLUDING PARTICIPATING IN MINISTRY EVENTS AND LEADING A BIBLE STUDY FOR FEMALE STAFF AND WOMEN OF THE CENTER FOR WOMEN AND CHILDREN. 0 BETHANY ALVIS DAUGHTER OF CEO 41240 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 229866 ESTIMATED FMV X 12 50531 FMV X 5000 525146 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF ANNUITY AND TRUST AGREEMENTS -162,641. 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 648916