Form 990 for tax year 2023
Filed by MEALS ON WHEELS OF THE GREATER LEHIGH VALLEY INC.
Totals
- Total revenue
- $4,459,476
- Total expenses
- $4,361,208
- Contributions and grants received
- $1,623,469
- Grants paid
- $0
- Program service revenue
- $2,667,398
- Investment income
- $169,910
- Other revenue
- -$1,301
- Total assets, end of year
- $10,387,925
- Total liabilities, end of year
- $151,529
- Net assets or fund balances, end of year
- $10,236,396
- Program services expenses (Part IX)
- $3,355,229
- Management and general expenses
- $687,250
- Fundraising expenses
- $318,729
- Program service expenses (Part III)
- $3,355,229
Program services were 76.9% 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.
-
1a · Federated campaigns
$160,575
-
1c · Fundraising events
$15,733
-
1f · All other contributions, gifts and grants
$1,447,161
-
2a · Program service revenue: GOVT SERVICE FEES
total $2,042,890 · related or exempt $2,042,890
-
2b · Program service revenue: CLIENT SERVICE FEES
total $578,672 · related or exempt $578,672
-
2c · Program service revenue: FOOD SERVICE FEES
total $45,836 · related or exempt $45,836
-
3 · Investment income
total $150,990 · excluded $150,990
-
7a · Gross sales of assets other than inventory
securities $18,920
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $18,920
-
7d · Net gain or loss
total $18,920 · excluded $18,920
-
8a · Fundraising events: gross income
$4,500
-
8a · Fundraising events: contributions included on line 1c
$15,733
-
8b · Fundraising events: direct expenses
$5,801
-
8c · Net income from fundraising events
total -$1,301 · excluded -$1,301
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $208,913 · program services $31,190 · management and general $146,533 · fundraising $31,190
-
7 · Other salaries and wages
total $1,550,401 · program services $1,224,572 · management and general $190,646 · fundraising $135,183
-
8 · Pension plan contributions
total $95,798 · program services $79,729 · management and general $8,117 · fundraising $7,952
-
9 · Other employee benefits
total $147,616 · program services $93,577 · management and general $45,122 · fundraising $8,917
-
10 · Payroll taxes
total $138,235 · program services $100,640 · management and general $25,072 · fundraising $12,523
-
11b · Fees: legal
total $300 · program services $275 · fundraising $25
-
11c · Fees: accounting
total $69,815 · management and general $69,815
-
11f · Fees: investment management
total $7,460 · management and general $7,460
-
11g · Fees: other
total $31,906 · program services $13,355 · management and general $17,532 · fundraising $1,019
-
12 · Advertising and promotion
total $56,618 · program services $6,715 · management and general $60 · fundraising $49,843
-
13 · Office expenses
total $119,147 · program services $67,359 · management and general $34,128 · fundraising $17,660
-
14 · Information technology
total $53,693 · program services $10,678 · management and general $41,911 · fundraising $1,104
-
16 · Occupancy
total $118,462 · program services $42,050 · management and general $70,560 · fundraising $5,852
-
17 · Travel
total $68,430 · program services $62,862 · management and general $4,961 · fundraising $607
-
19 · Conferences, conventions and meetings
total $10,399 · program services $1,666 · management and general $4,829 · fundraising $3,904
-
22 · Depreciation, depletion and amortization
total $338,260 · program services $309,563 · management and general $12,872 · fundraising $15,825
-
23 · Insurance
total $37,052 · program services $32,768 · management and general $2,551 · fundraising $1,733
-
24a · Other expenses: FOOD AND KITCHEN
total $1,276,400 · program services $1,253,342 · management and general $1,270 · fundraising $21,788
-
24b · Other expenses: BAD DEBT
total $17,844 · program services $17,844
-
24c · Other expenses: DUES
total $8,036 · program services $1,592 · management and general $2,995 · fundraising $3,449
-
24d · Other expenses: VOLUNTEER SERVICES
total $6,423 · program services $5,452 · management and general $816 · fundraising $155
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $128,585 · end of year $235,807
-
2 · Savings and temporary cash investments
beginning of year $576,234 · end of year $373,581
-
3 · Pledges and grants receivable
beginning of year $69,512
-
4 · Accounts receivable
beginning of year $524,792 · end of year $342,799
-
8 · Inventories for sale or use
beginning of year $98,607 · end of year $75,062
-
9 · Prepaid expenses and deferred charges
beginning of year $2,864 · end of year $5,213
-
10a · Land, buildings and equipment: cost or other basis
$5,269,058
-
10b · Land, buildings and equipment: accumulated depreciation
$1,477,606
-
10c · Land, buildings and equipment, net
beginning of year $4,039,040 · end of year $3,791,452
-
11 · Investments: publicly traded securities
beginning of year $3,509,515 · end of year $4,512,927
-
12 · Investments: other securities
beginning of year $860,466 · end of year $908,402
-
15 · Other assets
beginning of year $107,039 · end of year $142,682
-
17 · Accounts payable and accrued expenses
beginning of year $173,175 · end of year $102,735
-
25 · Other liabilities
beginning of year $14,240 · end of year $48,794
-
27 · Net assets without donor restrictions
beginning of year $8,301,104 · end of year $8,676,360
-
28 · Net assets with donor restrictions
beginning of year $1,428,135 · end of year $1,560,036
Mission and programs · 2023
Mission
TO PROVIDE HEALTHY NUTRITION AND FOSTER SOCIAL CONNECTION ACROSS THE GREATER LEHIGH VALLEY.
Activities or mission (Part I)
TO PROVIDE HEALTHY NUTRITION AND FOSTER SOCIAL CONNECTION ACROSS THE GREATER LEHIGH VALLEY
-
MEALS ON WHEELS OF THE GREATER LEHIGH VALLEY SERVES OVER 2200 SENIORS AND ADULTS WITH DISABILITIES WHO LIVE THOUGHOUT THE LEHIGH VALLEY. OUR CLIENTS RANGE IN AGE FROM 19 TO 101, WITH THE MAJORITY (60%) OVER THE AGE OF 75. OF THE CLIENTS WE SERVE, OVER HALF (54%) LIVE BELOW THE FEDERAL POVERTY LEVEL AND WE ARE SEEING AN INCREASING AMOUNT WHO ARE HOMELESS, LIVING IN TEMPORARY HOUSING. AN AVERAGE OF 57% OF CLIENTS LIVE ALONE, MAKING OUR DAILY SOCIAL CONTACT WITH THEM - IN ORDER TO ALLEVIATE SOCIAL ISOLATION - THAT MUCH MORE CRITICAL. WE DELIVER MEALS FIVE DAYS PER WEEK, WITH FROZEN AND SHELF-STABLE MEALS AVAILABLE AS WEEKEND MEALS AND DURING MAJOR HOLIDAYS. ALL MEALS ARE FRESHLY PREPARED AT OUR FACILITY DAILY. DURING FY23, WE PREPARED A TOTAL OF 327,800 HOT AND COLD MEALS FOR OUR CLIENTS. ALONG WITH MEALS, EACH CLIENT RECEIVES A PERSONAL INTAKE VISIT AND AT LEAST ONE ANNUAL CHECK-IN FROM A CASE MANAGER WHO ENSURES THE INDIVIDUAL IS CONNECTED TO ALL NEEDED SOCIAL SERVICES. THEY ALSO UPDATE INFORMATION, DO A NUTRITIONAL ASSESSMENT AND DISCUSS ANY CONCERNS OF THE CLIENT.
Expenses $3,355,229 · Revenue $2,667,398
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Erik J McGaugheyERIK J MCGAUGHEY
CHIEF EXECUTIVE OFFICER
- Total calculated
- $155,621
- From this org
- $139,994
- From related orgs
- $0
- Other
- $15,627
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $139,994
- Bonus
- $0
- Other
- $0
- Deferred
- $13,999
- Nontaxable benefits
- $1,628
- Filer's total
- $155,621
-
Ed Cronin Thru 124ED CRONIN THRU 124
DIRECTOR OF FINANCE
- Total calculated
- $78,152
- From this org
- $68,219
- From related orgs
- $0
- Other
- $9,933
- Hours/week
- 40
-
David RomanelliDAVID ROMANELLI
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Bankim BhattBANKIM BHATT
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Tyler SeiferheldTYLER SEIFERHELD
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Pam HarnettPAM HARNETT
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Michael SantanastoMICHAEL SANTANASTO
IMMEDIATE PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Brian AbelBRIAN ABEL
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kelly CarneyKELLY CARNEY
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Edward DuborgEDWARD DUBORG
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carrie FleckensteinCARRIE FLECKENSTEIN
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robin FlemmingROBIN FLEMMING
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James GoldJAMES GOLD
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lea GrigsbyLEA GRIGSBY
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Juan HernandezJUAN HERNANDEZ
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rosemary LamaestraROSEMARY LAMAESTRA
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kimberly LauritoKIMBERLY LAURITO
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Christina LewisCHRISTINA LEWIS
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Reverend Raymond MalecREVEREND RAYMOND MALEC
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cindy MerrittCINDY MERRITT
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Raluca Milos MDRALUCA MILOS MD
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Justin RyanJUSTIN RYAN
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Pat SchoenenPAT SCHOENEN
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joenel TorrilloJOENEL TORRILLO
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Donna ZimmermanDONNA ZIMMERMAN
MEMBER
- Total calculated
- $0
- Hours/week
- 1
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
- 3 · Approval by the board or compensation committee
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
- 2 December 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433389349300418
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