2023-11-13T09:33:35-06:00 2022-12-31 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2022-01-01 310537097 Wesley Community Services Organization WESL 5136612777 2091 Radcliff Drive Cincinnati OH 45204 Robin Rodgers Chief Administrative Officer. 5136612777 2023-11-10 1 Robin Rodgers 999009999 0 Paula Hume P00537516 5132418313 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Meals on Wheels of Southwest Ohio & NKY Robin Rodgers 2091 Radcliff Drive Cincinnati OH 45204 20454384 0 X www.muchmorethanameal.org X 1949 OH To promote the independence and enhance the life of seniors. 16 16 188 2562 0 0 1091945 3819237 7264511 10040013 397996 259310 -67540 -76926 8686912 14041634 0 0 0 0 5845774 6807566 0 151625 963834 5786490 7291598 11632264 14250789 -2945352 -209155 13947093 13859653 1760234 2595439 12186859 11264214 To deliver essential services that promote the independence of seniors so that they may remain in the comfort of their own homes. 0 0 8710300 0 8613667 Food Deliveries: Provides nutritionally balanced meals prepared by our kitchen staff with both regular and therapeutic diet options. These meals are provided not only to our seniors who need in-home meal services, but also to those dining at congregate locations. In 2022, a total of 985,644 meals were served to seniors in these settings. 1112013 0 591845 Client Services: Provides protection to the elderly from abuse, neglect, self-neglect, and exploitation. The program provided 7,870 hours or services in 2022. 1149147 0 834501 Specialized Transportation: Provides transportation services for the elderly to senior centers, medical appointments, recreational trips, and shopping. This program provided 36,295 trips in 2022. 859902 859902 11831362 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 1 34 0 1 188 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 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 President 1.00 X X 0 0 0 Thomas Kaylor Trustee 1.00 X 0 0 0 Lyndsey R Barnett Treasurer 1.00 X X 0 0 0 Mary Wagner Trustee 1.00 X 0 0 0 Barbara Carr Trustee 1.00 X 0 0 0 Dan Driehaus Chairperson 1.00 X X 0 0 0 Renee Dunn Trustee 1.00 X 0 0 0 Mary Ann Jacobs Trustee 1.00 X 0 0 0 Rob Jutze Trustee 1.00 X X 0 0 0 Patrick O'Neill 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 Robin Rodgers Chief Administrative Offic 40.00 X 95638 0 4428 Jennifer Steele CEO 40.00 X 212250 0 13756 Tracey Collins Chief Integration Officer 40.00 X 162445 0 5543 Connie Baker Chief Operating Officer 40.00 X 86111 0 10930 Michael Beck Chief Production 40.00 X 100778 0 14776 657222 0 49433 3 0 1 0 0 307818 134090 2664093 713236 52876 3819237 Community Service 621610 10040013 10040013 10040013 140943 140943 6392553 140 6274326 0 118227 140 118367 118367 30776 134090 138424 -107648 -107648 Other Income 900000 23004 23004 OH workers comp premium 900000 7718 7718 30722 14041634 10040013 0 182384 587689 233029 236440 118220 5097342 4591435 355594 150313 182652 167064 10680 4908 526576 465545 41484 19547 413307 358934 36854 17519 42708 20799 11348 10561 142499 69398 37864 35237 151625 151625 22736 22736 998983 560354 305734 132895 198236 63674 79579 54983 679471 566295 42910 70266 241919 77705 79868 84346 307360 307360 6759 2171 2231 2357 14179 4554 4680 4945 310240 291894 15969 2377 191086 149368 38741 2977 Food 3200629 3200629 Vehicles and Transporta 527985 526025 1214 746 Other expenses 406808 175129 131667 100012 14250789 11831362 1455593 963834 3326455 1089166 1084646 3247914 117608 198380 114773 113781 6627504 3358027 3236266 3269477 6058799 5130185 8546 810750 13947093 13859653 1051711 1165927 116424 19357 421366 322729 170733 430284 0 657142 1760234 2595439 X 11412886 10460039 773973 804175 12186859 11264214 13947093 13859653 X -209155 -887594 174104 X X 0 1 X 1 1 1 X 374491 538912 5837495 1091945 3819237 11662080 4165373 4470608 6433499 7264511 10040013 32374004 4539864 5009520 12270994 8356456 13859250 44036084 284797 404852 4230700 250325 247747 5418421 0 284797 404852 4230700 250325 247747 5418421 38617663 156980 136138 129221 206465 140943 769747 156980 136138 129221 206465 140943 769747 12448 104464 398402 14198 30722 560234 4709292 5250122 12798617 8577119 14030915 45366065 0.85120 0.81430 0.01700 0.02200 X Schedule A, Part III, Line 12, Explanation of Other Income: Other Income - 2018 Amount: $ 12,448. 2019 Amount: $ 104,464. 2020 Amount: $ 398,402. 2021 Amount: $ 14,198. 2022 Amount: $ 30,722. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 322123 -17970 304153 304833 17290 322123 286046 18787 304833 262124 23922 286046 270692 -8568 262124 0.00000 1.00000 0.00000 0 0 283383 283383 3051684 1132746 1918938 464637 451843 12794 2733799 1705045 1028754 94001 68393 25608 3269477 Deposits 8547 Operating Lease Right of use of Asset 632222 CIP 169981 810750 Lease obligation 657142 657142 X 13923626 -887594 479795 312527 -95272 14018898 22736 22736 14041634 14846272 479795 138424 618219 14228053 22736 22736 14250789 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 $322,729 at 12/31/2022. 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: Change in Pension 174,103. Event Expenses 138,424. Part XII, Line 2d - Other Adjustments: Event Expenses 138,424. X X X X X X X 0 Ignite Philanthropy 308 E 8th St 4 Cincinnati OH 45202 Capital Campaign Administration 0 0 116250 -116250 Ashley Brouwer 522 56th Street South Birmingham AL 35212 Grant Writing 0 0 13725 -13725 TrueSense 502 Keystone Drive Warrendale PA 15086 Direct Mail and solicitations 0 0 5750 -5750 Jennifer Ebelhar 6595 Wooster Pike Cincinnati OH 45227 General Fundraising Services 0 0 15900 -15900 151625 -151625 Bust a Crust 134236 111045 23191 600 106323 Pie-K 5k Walk/Run 30630 23045 7585 4018 400 27083 164866 134090 30776 4018 1000 133406 138424 -107648 X 1 0 0 0 0 0 0 0 0 Jennifer Steele CEO 212250 0 0 0 0 0 6464 0 7292 0 226006 0 0 0 Tracey Collins Chief Integration Officer 147676 0 0 0 14769 0 4873 0 670 0 167988 0 0 0 Part I, Line 4a Tracey Collins, severance $14,769 Tracy Collins Officer 46102 Sara Taylor received compensation as an employee, and is the daughter of Tracey Collins, an officer. 0 X Pie donations 13 40240 FMV X Program Supplies 450 12636 FMV 0 0 0 0 Form 990, Part VI, Section B, line 11b The Finance Committee reviews and approves the 990 prior to filing. The full board receives a copy of the 990. 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, if 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 Executive Director'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. Form 990, Part XI, line 9: Change in Pension 174,104. 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 0 5612224 Wesley Community Services Organization