2026-08-31T16:48:56+00:00 2025-12-31 311119890 BARNES DENNIG & CO LTD 150 EAST 4TH ST CINCINNATI OH 45202 990 2025-01-01 310537097 WESLEY COMMUNITY SERVICE ORGANIZATION WESL 5136612777 2091 RADCLIFF DRIVE CINCINNATI OH 45204 MICHAEL DUNN CEO 5136612777 2026-08-31 true PAULA L HUME P00537516 5132418313 2026-08-31 2025 MEALS ON WHEELS OF SOUTHWEST OHIO & NKY MICHAEL DUNN 2091 RADCLIFF DRIVE CINCINNATI OH 45204 28665799 false X WWW.MUCHMORETHANAMEAL.ORG X 1949 OH TO DELIVER ESSENTIAL SERVICES THAT PROMOTE THE INDEPENDENCE AND WELL-BEING OF SENIORS. 19 19 205 5451 0 7263417 14612339 13735476 13169862 157619 422235 -57395 -50677 21099117 28153759 0 0 0 0 7341158 7723550 192234 0 659778 7936179 7556868 15469571 15280418 5629546 12873341 21691154 32930015 3728797 1874953 17962357 31055062 X TO DELIVER ESSENTIAL SERVICES THAT PROMOTE THE INDEPENDENCE AND WELL-BEING OF SENIORS. false false 10220265 11469378 FOOD DELIVERIES: PROVIDES NUTRITIONALLY BALANCED MEALS PREPARED BY OUR KITCHEN STAFF WITH BOTH REGULAR AND THERAPEUTIC DIET OPTIONS. THESE MEALS ARE PROVIDED TO SENIORS WHO NEED IN-HOME MEAL SERVICES AS WELL AS TO THOSE DINING AT CONGREGATE LOCATIONS. IN 2025, A TOTAL OF 1,175,000 MEALS WERE SERVED TO OVER 7,000 SENIORS DURING 260 DAYS OF 2025. 1401796 896548 SPECIALIZED TRANSPORTATION: PROVIDES TRANSPORTATION SERVICES FOR THE ELDERLY TO SENIOR CENTERS, MEDICAL APPOINTMENTS, RECREATIONAL TRIPS, AND SHOPPING. THIS PROGRAM PROVIDED 43,249 TRIPS TO OVER 2,300 SENIORS DURING 247 DAYS OF 2025. 1217564 623733 SOCIAL SERVICES: PROVIDES PROTECTION TO THE ELDERLY FROM ABUSE, NEGLECT, SELF-NEGLECT, AND EXPLOITATION. THE PROGRAM PROVIDED 6,882 HOURS OF SERVICES TO 272 SENIORS DURING 249 DAYS OF 2025. 850822 180203 OTHER MISCELLANEOUS PROGRAMS. 850822 180203 13690447 true true false false false false false false true true true false false true false true false true false false false false false false true false false false false true false false false false false false false false false false true false false false true false false false false false true 40 0 true 205 true false false false false false true true false false false false false false false X 19 19 false false false false false false false true true false false false true true true true true true true false false false OH X ROBIN RODGERS 5136612777 2091 RADCLIFF DRIVE CINCINNATI OH 45204 ANDY SATHE VICE-CHAIR 1.0 X X 0 0 0 LYNDSEY R BARNETT TREASURER 1.0 X X 0 0 0 MARY WAGNER CHAIRPERSON 1.0 X X 0 0 0 MICHAEL MURPHY PAST-CHAIRPERSON 1.0 X X 0 0 0 TONY FENNO SECRETARY 1.0 X X 0 0 0 BART RICHARDSON TRUSTEE 1.0 X 0 0 0 CHRIS GERMANN TRUSTEE 1.0 X 0 0 0 DAN DRIEHAUS TRUSTEE 1.0 X 0 0 0 DANIELLE MCCOLAUGH TRUSTEE 1.0 X 0 0 0 DJ HODGE TRUSTEE 1.0 X 0 0 0 GUINETTE M KIRK TRUSTEE 1.0 X 0 0 0 MIKE NORTON TRUSTEE 1.0 X 0 0 0 MIKE SNOW TRUSTEE 1.0 X 0 0 0 ODESA STAPLETON TRUSTEE 1.0 X 0 0 0 RAJANI MENON TRUSTEE 1.0 X 0 0 0 RENEE DUNN TRUSTEE 1.0 X 0 0 0 ROB JUTZE TRUSTEE 1.0 X 0 0 0 SARAH CELI TRUSTEE 1.0 X 0 0 0 TAMARA THRASHER TRUSTEE 1.0 X 0 0 0 CONNIE BAKER CHIEF OPERATING OFFICER 40.0 X 131406 0 23070 MATTHEW MELODY CHIEF PEOPLE OFFICER 40.0 X 118029 0 13974 MICHAEL BECK CHIEF PRODUCTION OFFICER 40.0 X 123042 0 27318 MICHAEL DUNN CHIEF EXECUTIVE OFFICER 40.0 X 241922 0 13361 MIKE HOGAN - EXIT 1225 CHIEF ADVANCEMENT OFFICER 40.0 X 142597 0 13614 ROBIN RODGERS CHIEF FINANCIAL OFFICER 40.0 X 126917 0 5097 883913 0 96434 6 true true false 0 6592 277262 615726 13712759 538160 14612339 COMMUNITY SERVICE 621610 13169862 13169862 0 0 0 0 13169862 376656 376656 0 0 388634 51800 388263 6592 371 45208 45579 45579 27135 277262 117185 -90050 -90050 CREDIT CARD REBATE 900099 18052 18052 403B FORFEITURE 900099 16397 16397 OBWC REFUND 900099 4707 4707 217 0 0 217 39373 28153759 13169862 0 371558 980347 525306 201776 253265 5559654 4985330 326988 247336 153391 135504 10907 6980 556937 504556 31776 20605 473221 401073 37046 35102 12711 2263 10424 24 78040 78040 16176 16176 405218 374406 28767 2045 48834 3135 41487 4212 273721 198695 52380 22646 258204 241182 13981 3041 6456 1883 2884 1689 1199 1199 545406 526890 13226 5290 369556 348873 13245 7438 FOOD 4034243 4034243 MAINTENANCE AND SUPPLIES 888920 860466 16072 12382 VEHICLES AND TRANSPORTATION 350962 350107 218 637 OTHER EXPENSES 267222 195336 34800 37086 0 0 0 0 15280418 13690447 930193 659778 2833606 14028811 3581597 1995499 1318092 1253864 0 0 0 0 222657 250472 175246 196871 8988423 3491026 5531284 5497397 2933176 3214195 0 0 5095496 6492906 21691154 32930015 943866 1436006 19056 27448 432466 411499 0 0 2300000 0 33409 0 3728797 1874953 X 11858583 12952143 6103774 18102919 17962357 31055062 21691154 32930015 12873341 219364 0 X false true true true true X 1091945 3819237 2656416 7263417 14612339 29443354 7264511 10040013 12435742 13735476 13169862 56645604 0 0 0 0 0 0 8356456 13859250 15092158 20998893 27782201 86088958 250325 247747 382675 229435 10280922 11391104 0 0 0 0 0 0 250325 247747 382675 229435 10280922 11391104 74697854 206465 140943 406371 151080 376656 1281515 0 0 206465 140943 406371 151080 376656 1281515 0 0 14198 30722 34568 36260 39373 155121 8577119 14030915 15533097 21186233 28198230 87525594 0.85344 0.90448 0.01 0.01 X SCHEDULE A, PART III, LINE 12 OTHER INCOME DESCRIPTION - OTHER INCOME, COLUMN A - 14198.0, COLUMN B - 30722.0, COLUMN C - 34568.0, COLUMN D - 36260.0, COLUMN E - 39373.0, COLUMN F - 155121.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 426534 42068 19742 448860 398994 27540 426534 304153 54479 40362 398994 322123 -17970 304153 304833 17290 322123 0.0 1.0 0.0 false false 1654740 1654740 3177145 1503667 1673478 58096 2500 55596 4017061 1909431 2107630 81381 75428 5953 5497397 DEPOSITS 11047 RIGHT OF USE OF ASSET - OPERATING LEASE 173167 CIP 6308692 6492906 FEDERAL INCOME TAXES LEASE LIABILITY - FINANCE LEASES 0 0 X 29057779 219364 583647 117185 920196 28137583 16176 0 16176 28153759 15965074 583647 117185 700832 15264242 16176 0 16176 15280418 SCHEDULE D, PART IV, LINE 2B EXPLANATION OF ESCROW AGREEMENT 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 $411,499 AT 12/31/2025. SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS TO PROVIDE LONG TERM GROWTH OF ASSETS. SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE 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. SCHEDULE D, PART XI, LINE 2(D) OTHER REVENUES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990 EVENT EXPENSES - 117185 SCHEDULE D, PART XII, LINE 2(D) OTHER EXPENSES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990 EVENT EXPENSES - 117185 BUST A CRUST 104691 90416 14275 0 0 2500 0 0 66566 MEALS MADNESS GALA 199706 186846 12860 0 0 1920 22754 0 23445 0 0 304397 277262 27135 0 0 4420 22754 0 90011 117185 -90050 X true false false false false false false false false MICHAEL DUNN CHIEF EXECUTIVE OFFICER 241922 0 0 0 0 0 4252 0 9109 0 255283 0 0 0 CONNIE BAKER CHIEF OPERATING OFFICER 131406 0 0 0 0 0 4390 0 18680 0 154476 0 0 0 MICHAEL BECK CHIEF PRODUCTION OFFICER 123042 0 0 0 0 0 4325 0 22993 0 150360 0 0 0 MIKE HOGAN - EXIT 1225 CHIEF ADVANCEMENT OFFICER 142597 0 0 0 0 0 3948 0 9666 0 156211 0 0 0 SCHEDULE J, PART I, LINE 4A SEVERANCE OR CHANGE-OF-CONTROL PAYMENT MIKE HOGAN'S EMPLOYMENT WAS SEVERED ON DECEMBER 19, 2025. HE RECEIVED 64 HOURS OF SEVERANCE PAY, A WEEK OF VACATION, AND BENEFITS THROUGH THE END OF DECEMBER. 4 319344 MARKET VALUE 1 1219 MARKET VALUE X SUPPLIES AND POSTAGE 29 406 MARKET VALUE X OFFICE FURNITURE & KITCHEN EQUIPMENT 2 156150 MARKET VALUE X GALA SILENT AUCTION 29 6485 MARKET VALUE X BUST A CRUST FOOD INVENTORY 2 54556 MARKET VALUE 0 false true false FORM 990, PART III, LINE 4D DESCRIPTION OF OTHER PROGRAM SERVICES (EXPENSES $ 850,822 INCLUDING GRANTS OF $)(REVENUE $ 180,203) OTHER MISCELLANEOUS PROGRAMS. FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY THE FINANCE COMMITTEE REVIEWS AND APPROVES THE 990 PRIOR TO FILING. THE 990 IS FORWARDED TO THE BOARD FOR REVIEW AND FURTHER COMMENTS. THE NAMES ASSOCIATED WITH THE LARGE CONTRIBUTORS ON SCHEDULE B ARE MASKED FROM THE VIEW OF THE BOARD AND FINANCE COMMITTEE. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY THE CONFLICT OF INTEREST IS REVIEWED AND DISCUSSED ANNUALLY AT A BOARD MEETING, AND ALL POTENTIAL CONFLICTS ARE DISCLOSED. 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, LINE 15A PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL THE CEO'S PERFORMANCE AND COMPENSATION ARE REVIEWED ANNUALLY BY WESLEY COMMUNITY SERVICES ORGANIZATION'S BOARD. COMPENSATION IS REVIEWED AGAINST INDUSTRY BENCHMARKS, INCLUDING REPORTS FROM UNITED WAY AND OTHER LEADING NON-PROFIT AUTHORITIES FOR THE CINCINNATI AREA. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FORM 990 AVAILABLE UPON REQUEST. FORM 990, PART VIII, LINE 11D OTHER MISCELLANEOUS REVENUE OTHER REVENUE - TOTAL REVENUE: 217, RELATED OR EXEMPT FUNCTION REVENUE: , UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: 217; WESLEY COMMUNITY SERVICES LLC 2091 RADCLIFF DR CINCINNATI OH 45204 311709022 TO PROVIDE ADMINISTRATION/SUPPORT SERVICES OH 16400929 3318466 WESLEY COMMUNITY SERVICES ORGANIZATION