Form 990 for tax year 2023
Filed by MEALS ON WHEELS OF WAKE COUNTY INC.
Totals
- Total revenue
- $4,458,891
- Total expenses
- $4,762,059
- Contributions and grants received
- $4,235,665
- Grants paid
- $0
- Program service revenue
- $121,552
- Investment income
- $138,301
- Other revenue
- -$36,627
- Total assets, end of year
- $5,042,593
- Total liabilities, end of year
- $451,900
- Net assets or fund balances, end of year
- $4,590,693
- Program services expenses (Part IX)
- $4,293,036
- Management and general expenses
- $209,890
- Fundraising expenses
- $259,133
- Program service expenses (Part III)
- $4,293,036
Program services were 90.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$137,405
-
1e · Government grants (contributions)
$2,348,593
-
1f · All other contributions, gifts and grants
$1,749,667
-
1g · Noncash contributions included above
$39,376
-
2a · Program service revenue: PROGRAM INCOME
total $69,231 · related or exempt $69,231
-
2b · Program service revenue: MEAL SALES
total $35,730 · related or exempt $35,730
-
2c · Program service revenue: PROGRAM INCOME
total $16,591 · related or exempt $16,591
-
3 · Investment income
total $97,674 · excluded $97,674
-
7a · Gross sales of assets other than inventory
securities $2,430,000
-
7b · Less cost or other basis and sales expenses
securities $2,389,373
-
7c · Gain or loss
securities $40,627
-
7d · Net gain or loss
total $40,627 · related or exempt $40,627
-
8a · Fundraising events: gross income
$35,684
-
8a · Fundraising events: contributions included on line 1c
$137,405
-
8b · Fundraising events: direct expenses
$72,311
-
8c · Net income from fundraising events
total -$36,627 · excluded -$36,627
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $1,466,404 · program services $1,215,596 · management and general $55,089 · fundraising $195,719
-
8 · Pension plan contributions
total $26,992 · program services $22,375 · management and general $1,014 · fundraising $3,603
-
9 · Other employee benefits
total $204,562 · program services $169,573 · management and general $7,685 · fundraising $27,304
-
10 · Payroll taxes
total $114,263 · program services $94,722 · management and general $4,292 · fundraising $15,249
-
11c · Fees: accounting
total $23,000 · program services $11,500 · management and general $10,350 · fundraising $1,150
-
11g · Fees: other
total $86,482 · program services $86,482
-
13 · Office expenses
total $167,540 · program services $144,500 · management and general $21,513 · fundraising $1,527
-
14 · Information technology
total $105,141 · program services $84,113 · management and general $15,771 · fundraising $5,257
-
16 · Occupancy
total $82,044 · program services $39,282 · management and general $33,438 · fundraising $9,324
-
17 · Travel
total $57,008 · program services $57,008
-
22 · Depreciation, depletion and amortization
total $15,219 · program services $15,219
-
23 · Insurance
total $38,535 · management and general $38,535
-
24a · Other expenses: FOOD COSTS
total $2,342,465 · program services $2,342,465
-
24b · Other expenses: BANK CHARGES
total $22,203 · management and general $22,203
-
24c · Other expenses: MISCELLANEOUS
total $10,201 · program services $10,201
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $448,236 · end of year $635,186
-
2 · Savings and temporary cash investments
beginning of year $1,060,511 · end of year $2,058,495
-
3 · Pledges and grants receivable
beginning of year $19,053 · end of year $17,104
-
4 · Accounts receivable
beginning of year $841,152 · end of year $224,146
-
9 · Prepaid expenses and deferred charges
beginning of year $48,100 · end of year $50,384
-
10a · Land, buildings and equipment: cost or other basis
$424,711
-
10b · Land, buildings and equipment: accumulated depreciation
$312,843
-
10c · Land, buildings and equipment, net
beginning of year $154,123 · end of year $111,868
-
11 · Investments: publicly traded securities
beginning of year $2,740,252 · end of year $1,945,410
-
17 · Accounts payable and accrued expenses
beginning of year $458,066 · end of year $451,900
-
27 · Net assets without donor restrictions
beginning of year $4,853,361 · end of year $4,590,693
Mission and programs · 2023
Mission
PROVIDES MEALS TO AGED.
-
ORGANIZATION PROVIDES HOT MEALS TO THE ELDERLY AND HOMEBOUND. DURING THIS FISCAL YEAR, APPROXIMATELY 370,000 MEALS WERE PROVIDED.
Expenses $4,293,036 · Revenue $121,552
As filed on the 2023 return.
Listed in Part VII
-
ALAN WINSTEAD
EXECUTIVE DI
- Total calculated
- $163,053
- From this org
- $143,242
- From related orgs
- $0
- Other
- $19,811
Schedule J breakdown matched by us
- Base
- $143,242
- Bonus
- not reported
- Other
- not reported
- Deferred
- $19,811
- Nontaxable benefits
- not reported
- Filer's total
- $163,053
-
MICHAEL ALTMAN
BOARD MEMBER
- Total calculated
- $0
-
JOHN ANTHONY
BOARD MEMBER
- Total calculated
- $0
-
ANITA BAILEY
BOARD MEMBER
- Total calculated
- $0
-
JAMIE BARWICK
PAST PRESIDE
- Total calculated
- $0
-
RACHEL FINDLEY
PRESIDENT
- Total calculated
- $0
-
ROSA GILL
BOARD MEMBER
- Total calculated
- $0
-
DAWN GUM
SECRETARY
- Total calculated
- $0
-
NIKKI HERON
BOARD MEMBER
- Total calculated
- $0
-
AMY HILFIKER
TREASURER
- Total calculated
- $0
-
ALLISON JORDAN
BOARD MEMBER
- Total calculated
- $0
-
RAY P MCCORMICK
PAST PRESIDE
- Total calculated
- $0
-
DEBORAH MEEHAN
PRESIDENT EL
- Total calculated
- $0
-
E BAHATI MUTISYA
BOARD MEMBER
- Total calculated
- $0
-
DALE NEAL
BOARD MEMBER
- Total calculated
- $0
-
BRANDON RUSSELL
BOARD MEMBER
- Total calculated
- $0
-
AMANDA SHERIN
BOARD MEMBER
- Total calculated
- $0
-
CHARLES R TYNER SR
BOARD MEMBER
- Total calculated
- $0
-
JOE SREBALUS
BOARD MEMBER
- Total calculated
- $0
-
CAMILLE GRANT VALENTINE
BOARD MEMBER
- Total calculated
- $0
-
KRISTINA WEATHERLY
BOARD MEMBER
- Total calculated
- $0
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 22 November 2024
- IRS schema version
- 2023v6.0
- Source object
- 202510179349300811
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