2022-01-17T15:16:55-06:00 2021-06-30 331215017 LEMLER GROUP LLC 5625 N POST ROAD SUITE 104 INDIANAPOLIS IN 46216 990 2020-07-01 351182075 MEALS ON WHEELS INC MEAL 3172525558 708 EAST MICHIGAN STREET INDIANAPOLIS IN 46202 LISA DILLMAN PRESIDENT 3172525558 2022-01-17 1 LISA DILLMAN 999009999 DAVID W LEMLER MEMBER P00378478 3174490121 2022-01-17 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z LISA DILLMAN 708 EAST MICHIGAN STREET INDIANAPOLIS IN 46202 4317358 0 X WWW.MEALSONWHEELSINDY.ORG X 1970 IN TO DELIVER MEALS TO THE HOMEBOUND, ELDERLY, AND CHRONICALLY ILL IN CENTRAL INDIANA. 11 11 45 400 0 0 2071731 3519122 2219733 707644 20452 13949 77524 -28610 4389440 4212105 0 0 0 0 1948339 1590055 0 0 127986 2956634 2945844 4904973 4535899 -515533 -323794 2825704 2130881 2350773 1886821 474931 244060 MEALS ON WHEELS IS THE LEADING PRIVATELY FUNDED ORGANIZATION PROMOTING DIGNITY AND INDEPENDENT LIVING FOR THE HOMEBOUND, THROUGH VOLUNTEER DELIVERY OF NUTRITIOUS MEAL IN THE GREATER INDIANAPOLIS AREA. 0 0 3959964 707644 DELIVERY OF MEALS TO THE HOMEBOUND, ELDERLY, AND CHRONICALLY ILL IN USING PRIMARILY VOLUNTEER DRIVERS WHO DONATE TIME, AUTOS, AND RELATED EXPENSES. 3959964 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 1 45 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X ROBERT LEWIS 3172325558 708 E WASHINGTON ST INDIANAPOLIS IN 46202 LISA DILLMAN PRESIDENT 8.00 X X 0 0 0 BARRY WOOD IMMEDIATE PAST PRESIDENT AND TREASURER 6.00 X X 0 0 0 PATRICK DELISLE VICE PRESIDENT 6.00 X X 0 0 0 LORRIE MAMLIN SECRETARY 6.00 X X 0 0 0 DENISE BAKER BOARD MEMBERS 2.00 X 0 0 0 NORMA BOYD BOARD MEMBERS 2.00 X 0 0 0 CORY LARSEN BOARD MEMBERS 2.00 X 0 0 0 AMANDA REDICK MORTON BOARD MEMBERS 2.00 X 0 0 0 REBECCA SIGAFUS BOARD MEMBERS 2.00 X 0 0 0 REGINA SMITH BOARD MEMBERS 2.00 X 0 0 0 DAVID BARKER BOARD MEMBERS 2.00 X 0 0 0 JAMIE JOHNSON INTERIM COO 40.00 X 66865 0 0 BARBARA BOGERT-MORRIS FORMER EXECUTIVE DIRECTOR 40.00 X 74793 0 0 141658 0 0 0 1 0 0 ESKENAZI HEALTH 720 ESKENAZI AVE INDIANAPOLIS IN 46202 MEALS 1094279 UPS BILLING UPS WORLDSHIP CAROL STREAM IL 601320557 SHIPPING 475732 FLEXPAC INC PO BOX 623000 INDIANAPOLIS IN 46202 PACKAGING 244280 UNITED HEALTHCARE PO BOX 94017 PALATINE IL 600944017 HEALTH INSURANCE 195323 4 33954 3254341 230827 3519122 3519122 MEAL SERVICE REVENUE 900099 707644 707644 707644 9949 9949 51800 105253 -53453 -53453 -53453 4000 0 4000 4000 4000 16552 0 16552 16552 OTHER REVENUE 812900 8291 8291 8291 4212105 707644 0 -14661 141658 107660 26915 7083 1110647 840764 209437 60446 15162 8339 5307 1516 224688 176753 37283 10652 97900 73177 19229 5494 64563 35510 22597 6456 133517 73434 46731 13352 106699 77753 22513 6433 3951 2173 1383 395 49627 33176 12795 3656 34909 25122 7612 2175 49271 29561 15330 4380 237 175 48 14 11945 10518 1110 317 63953 50243 10663 3047 39370 27804 8996 2570 MEALS AND RELATED EXPEN 2383021 2383021 BAD DEBT 4781 4781 4535899 3959964 447949 127986 512849 97608 3184 459609 425199 79550 0 6387 18551 9864 1762722 515233 1287142 1247489 222963 291548 241572 52786 284 0 2825704 2130881 351604 286631 1374739 1303228 314760 296962 309670 2350773 1886821 X 474931 244060 474931 244060 2825704 2130881 -323794 92923 0 X X 0 1 X 1 1 1 X 336452 790891 2078711 2071731 3519122 8796907 770881 805256 803356 2219733 707644 5306870 1107333 1596147 2882067 4291464 4226766 14103777 3320 2490 1770 1730 9310 0 3320 2490 1770 1730 9310 14094467 128932 133781 91330 89364 61829 505236 128932 133781 91330 89364 61829 505236 100856 89904 83820 139928 12291 426799 1337121 1819832 3057217 4520756 4300886 15035812 0.93740 0.91070 0.03360 0.04730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1448107 310259 1137848 9149 2735 6414 294726 191499 103227 10740 10740 0 1247489 X 4410281 92923 105253 198176 4212105 0 4212105 4641152 105253 105253 4535899 0 4535899 PART X, LINE 2: MOW IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; THEREFORE, NO PROVISION FOR INCOME TAXES IS MADE IN THE FINANCIAL STATEMENTS. MOW IS CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES REQUIRE MOW TO EXAMINE ITS TAX POSITIONS FOR UNCERTAIN POSITIONS. MOW IS NOT AWARE OF ANY TAX POSITIONS THAT ARE MORE LIKELY THAN NOT TO CHANGE IN THE NEXT 12 MONTHS, OR THAT WOULD NOT SUSTAIN AN EXAMINATION BY APPLICABLE TAXING AUTHORITIES. MOW'S POLICY IS TO RECOGNIZE PENALTIES AND INTEREST AS INCURRED IN ITS STATEMENT OF ACTIVITIES AS A COMPONENT OF OPERATING EXPENSES. MOW'S FEDERAL AND STATE INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE APPLICABLE TAX AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 105,253. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 105,253. FUNDRAISING 16552 16552 16552 16552 16552 0 1 1.00000 IN 1 0 0 0 1.00000 JAMIE JOHNSON 708 E MICHIGAN INDIANAPOLIS IN 46202 0 JAMIE JOHNSON OVERSEES TOTAL EVENT X 0 1 0 0 0 0 0 0 0 0 BARBARA BOGERT-MORRIS FORMER EXECUTIVE DIRECTOR 74793 0 0 0 0 0 0 0 0 0 74793 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM; REVIEWED BY THE FINANCE TEAM AND THEN A DRAFT OF THE FORM IS GIVEN TO EACH BOARD MEMBER BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL OFFICERS AND BOARD MEMBERS TO ANNUALLY COMPLETE AND SIGN A CONFLICT OF INTEREST QUESTIONNAIRE. THE PRESIDENT IS RESPONSIBLE FOR REVIEWING THE SIGNED STATEMENTS AND ENSURING THAT INTERESTED PERSONS ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE GENERAL COUNSEL REVIEWS THE PRESIDENT'S SIGNED STATEMENT. SHOULD ANY POTENTIAL CONFLICTS OF INTEREST BE DISCLOSED, THE BOARD MEMBER OR OFFICER WOULD BE ASKED TO REFRAIN FROM PARTICIPATION IN ANY DELIBERATIONS OR DECISION WITH REGARD TO MATERS AFFECT BY THE RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 15A AN ANNUAL PERFORMANCE REVIEW IS COMPLETED FOR THE EXECUTIVE DIRECTOR BY A MEMBER OF THE EXECUTIVE COMMITTEE. COMPARABILITY DATA IS REVIEWED AND A COMPENSATION RECOMMENDATION IS MADE BY THE FULL EXECUTIVE COMMITTEE TO BE APPROVED BY THE BOARD OF DIRECTORS. THIS PROCESS IS DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2 - CHANGE OF OVERSIGHT OR SELECTION PROCESS THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.