MEALS ON WHEELS OF CENTRAL MARYLAND INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MEALS ON WHEELS OF CENTRAL MARYLAND INC (EIN 52-6074723)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-03-01
- IRS object ID
- 201940609349301134
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-01T15:02:42-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520959934 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIN & TUCKER CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST PRATT ST SUITE 200 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526074723 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEALS ON WHEELS OF CENTRAL MARYLANDINC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEAL | BusinessNameControlTxt |
| Phone | 4105580932 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 S HAVEN STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21224 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE ARCHER-SMITH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4105580932 | PhoneNum |
| Signature | 2019-02-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN KELLER | PreparerPersonNm |
| PTIN | P00245169 | PTIN |
| Phone | 4107275735 | PhoneNum |
| Preparation | 2019-02-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.246.120.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-27 | IPDt |
| IP Tm | 16:31:03 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AB7DFB60C93AA1B331567231D7D48371795C5F56 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CB1C3A3D0CA69C2409C95F394BBD5A20A7109465 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHANIE ARCHER-SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 S HAVEN STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,007,498 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MEALSONWHEELSMD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | SPECIALIZING IN SERVICES TO THE AGING, MEALS ON WHEELS OF CENTRAL MARYLAND (MOWCM) SERVES HOMEBOUND SENIORS, DISABLED INDIVIDUALS AND OTHER VULNERABLE ADULTS IN ORDER TO KEEP THEM LIVING SAFELY AND INDEPENDENTLY IN THEIR HOMES AND COMMUNITIES, PREVENT HOSPITALIZATION, AND AVOID PREMATURE INSTITUTIONALIZATION. BY PROVIDING NUTRITIOUS, HOME-DELIVERED MEALS AND INDIVIDUALIZED SUPPORT SERVICES, MOWCM IMPACTS SOCIAL, DETERMINANTS OF HEALTH RESULTING FROM ISOLATION AND POVERTY AND SUPPORTS SUCCESSFUL AGING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 120 | TotalEmployeeCnt |
| Total Volunteers | 1849 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,255,623 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,628,515 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,668,350 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,031,124 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$2,487 | PYInvestmentIncomeAmt |
| CY Investment Income | $190,125 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$40,224 | PYOtherRevenueAmt |
| CY Other Revenue | -$32,203 | CYOtherRevenueAmt |
| PY Total Revenue | $8,881,262 | PYTotalRevenueAmt |
| CY Total Revenue | $9,817,561 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,094,016 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,312,004 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $76,475 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $67,058 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $672,176 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,624,422 | PYOtherExpensesAmt |
| CY Other Expenses | $6,314,310 | CYOtherExpensesAmt |
| PY Total Expenses | $8,794,913 | PYTotalExpensesAmt |
| CY Total Expenses | $9,693,372 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $86,349 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $124,189 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,555,807 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,846,138 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,393,974 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,345,887 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,161,833 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,500,251 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR CHARITABLE MISSION, TO ENABLE PEOPLE TO LIVE INDEPENDENTLY AT HOME BY PROVIDING NUTRITIOUS MEALS, PERSONAL CONTACT AND RELATED SERVICES, HELPS THE AGING AND DISABLED SUSTAIN THEIR OPTIMUM HEALTH, MAINTAIN ECONOMIC STABILITY, AND IMPROVE THEIR OVERALL QUALITY OF LIFE. BY HELPING CLIENTS REMAIN LIVING INDEPENDENTLY IN THEIR HOMES, MEALS ON WHEELS SUPPORTS THEIR CONTINUED INTEGRATION IN THE SOCIAL FABRIC OF THE COMMUNITY, PREVENTS PREMATURE INSTITUTIONALIZATION, AND ALLOWS THEM TO AGE IN THEIR COMMUNITIES SAFELY AND WITH DIGNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,931,822 | ExpenseAmt |
| Revenue | $4,031,124 | RevenueAmt |
| Desc | NUTRITION SERVICESNUTRITION SERVICES INCLUDE THE DELIVERY OF A DAILY HOT LUNCH MEAL AND COLD DINNER MEAL WHICH OFFER TWO-THIRDS OF THE DAILY ALLOWANCE OF NUTRIENTS FOR AN ADULT OVER 60 AND ARE LOW IN FAT, SODIUM, AND CONCENTRATED SUGARS. WEEKEND AND HOLIDAY MEALS ARE OFFERED AS ARE SPECIALTY MEALS INCLUDING KOSHER, KOREAN, AND TEXTURE MODIFIED MEALS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,134,899 | ExpenseAmt |
| Desc | CLIENT SERVICESCLIENT SUPPORT SERVICES BEGIN WITH AN IN-DEPTH FACE TO FACE ASSESSMENT OF CLIENT NEEDS AND OFFER A UNIQUE AND INDIVIDUAL COMPLEMENT OF SERVICES THAT INCLUDES DAILY SAFETY AND WELLNESS CHECKS, HEALTH AND NUTRITION EDUCATION, COMPANION VISITS, GROCERY ASSISTANCE, HOME REPAIR AND MODIFICATION, PET FOOD DELIVERY, AND CASE MANAGEMENT AND CARE COORDINATION SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,066,721 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 120 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET E HEIFNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4105580917 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 S HAVEN ST | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21224 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ALAN E PELJOVICH PE | ||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARY PEISACH | ||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| COLLEEN PLEASANT KLINE ESQ | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CEDRICK JOHNSON | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRIS HUMPHRIES | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LORI BURGHAUSER | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WADE H BARNES | ||||||
| ASSISTANT TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHANIE ARCHER-SMITH | ||||||
| EXECUTIVE DIRECTOR | 35.00 | Yes (X) | Yes (X) | $147,040 | $0 | $9,757 |
| ROBERT BRAGER | ||||||
| COMMUNITY DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL BUTTS | ||||||
| COMMUNITY DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTIN CARTER | ||||||
| COMMUNITY DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| COLETTE F COLCLOUGH | ||||||
| COMMUNITY DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER DELLA-CROCE | ||||||
| COMMUNITY DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTINA GREGORY | ||||||
| COMMUNITY DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA KORENBLIT | ||||||
| COMMUNITY DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NEIL LEIKACH | ||||||
| COMMUNITY DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER RAY | ||||||
| COMMUNITY DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROSA M SCHARF | ||||||
| COMMUNITY DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY SEIDEN | ||||||
| COMMUNITY DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| APARNA VASISHT | ||||||
| COMMUNITY DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAN BAHNER | ||||||
| SITE REPRESENTATIVE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANICE BENENSON | ||||||
| SITE REPRESENTATIVE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAN E HEIFNER | ||||||
| DIRECTOR OF FINANCE | 35.00 | Yes (X) | $104,345 | $0 | $7,360 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $251,385 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $17,117 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VALLEY SERVICES INC | |||||
| P O BOX 742992 | ATLANTA | GA | 30374 | FOOD SERVICE | $3,760,922 |
| ENTERPRISE | |||||
| P O BOX 800089 | KANSAS CITY | MO | 64180 | FLEET MANAGEMENT | $254,786 |
| LEVINDALE HEBREW GERIATRIC CENTER | |||||
| 2434 WEST BELVEDERE AVENUE | BALTIMORE | MD | 21215 | FOOD SERVICE | $175,288 |
| HARRISS & COMPANY | |||||
| 1203 DORSEY ROAD | GLEN BURNIE | MD | 21061 | CLIENT HOME REPAIRS - HUBS | $133,131 |
| OFFICE TEAM | |||||
| 12400 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | STAFFING AGENCY | $111,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $109,219 | FederatedCampaignsAmt |
| Fundraising | $170,070 | FundraisingAmt |
| Government Grants | $2,668,630 | GovernmentGrantsAmt |
| All Other Contributions | $2,680,596 | AllOtherContributionsAmt |
| Total Contributions | $5,628,515 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICES | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $4,031,124 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,031,124 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,031,124 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,031 | TotalRevenueColumnAmt |
| Exclusion | $58,031 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $243,367 | SecuritiesAmt |
| Other | $11,900 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $106,080 | SecuritiesAmt |
| Other | $17,093 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $137,287 | SecuritiesAmt |
| Other | -$5,193 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $132,094 | TotalRevenueColumnAmt |
| Exclusion | $132,094 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $34,561 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $170,070 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $66,764 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$32,203 | TotalRevenueColumnAmt |
| Exclusion | -$32,203 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,817,561 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,031,124 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $157,922 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,344 | TotalAmt |
| Program Services | $202,346 | ProgramServicesAmt |
| Management And General | $55,913 | ManagementAndGeneralAmt |
| Fundraising | $25,085 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,506,827 | TotalAmt |
| Program Services | $1,798,072 | ProgramServicesAmt |
| Management And General | $489,022 | ManagementAndGeneralAmt |
| Fundraising | $219,733 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,825 | TotalAmt |
| Program Services | $75,208 | ProgramServicesAmt |
| Management And General | $26,638 | ManagementAndGeneralAmt |
| Fundraising | $10,979 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,786 | TotalAmt |
| Program Services | $102,175 | ProgramServicesAmt |
| Management And General | $27,199 | ManagementAndGeneralAmt |
| Fundraising | $14,412 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,222 | TotalAmt |
| Program Services | $200,896 | ProgramServicesAmt |
| Management And General | $43,662 | ManagementAndGeneralAmt |
| Fundraising | $20,664 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,712 | TotalAmt |
| Management And General | $1,712 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,500 | TotalAmt |
| Management And General | $26,500 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,058 | TotalAmt |
| Fundraising | $67,058 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,980 | TotalAmt |
| Management And General | $19,980 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,253,896 | TotalAmt |
| Program Services | $4,109,395 | ProgramServicesAmt |
| Management And General | $84,974 | ManagementAndGeneralAmt |
| Fundraising | $59,527 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,549 | TotalAmt |
| Program Services | $25,344 | ProgramServicesAmt |
| Fundraising | $9,205 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,407 | TotalAmt |
| Program Services | $215,503 | ProgramServicesAmt |
| Management And General | $54,185 | ManagementAndGeneralAmt |
| Fundraising | $65,719 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,474 | TotalAmt |
| Program Services | $154,957 | ProgramServicesAmt |
| Management And General | $24,236 | ManagementAndGeneralAmt |
| Fundraising | $9,281 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,651 | TotalAmt |
| Program Services | $265,618 | ProgramServicesAmt |
| Management And General | $1,904 | ManagementAndGeneralAmt |
| Fundraising | $1,129 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,269 | TotalAmt |
| Program Services | $33,927 | ProgramServicesAmt |
| Management And General | $13,201 | ManagementAndGeneralAmt |
| Fundraising | $14,141 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,195 | TotalAmt |
| Program Services | $12,963 | ProgramServicesAmt |
| Management And General | $232 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,664 | TotalAmt |
| Program Services | $404,030 | ProgramServicesAmt |
| Management And General | $46,375 | ManagementAndGeneralAmt |
| Fundraising | $12,259 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,106 | TotalAmt |
| Program Services | $5,030 | ProgramServicesAmt |
| Management And General | $24,076 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CLIENT HOUSING REPAIRS | $207,161 | $207,161 | ||
| OUTSIDE PRINTING & POST | $190,679 | $43,334 | $9,741 | $137,604 |
| FOOD & KITCHEN SUPPLIES | $126,826 | $126,040 | $560 | $226 |
| UNCOLLECTABLE ACCOUNTS | $84,722 | $84,722 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,519 | TotalAmt |
| Management And General | $4,365 | ManagementAndGeneralAmt |
| Fundraising | $5,154 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,693,372 | TotalAmt |
| Program Services | $8,066,721 | ProgramServicesAmt |
| Management And General | $954,475 | ManagementAndGeneralAmt |
| Fundraising | $672,176 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $496,267 | BOYAmt |
| EOY | $423,189 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,122 | BOYAmt |
| EOY | $153,309 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $494,652 | BOYAmt |
| EOY | $564,040 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $812,342 | BOYAmt |
| EOY | $935,116 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,967 | BOYAmt |
| EOY | $132,764 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,647,565 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,209,119 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,471,397 | BOYAmt |
| EOY | $2,438,446 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,810,060 | BOYAmt |
| EOY | $5,199,274 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,555,807 | BOYAmt |
| EOY | $9,846,138 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $857,948 | BOYAmt |
| EOY | $807,996 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,879 | BOYAmt |
| EOY | $419,460 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,147 | BOYAmt |
| EOY | $118,431 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,393,974 | BOYAmt |
| EOY | $1,345,887 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,896,460 | BOYAmt |
| EOY | $8,197,297 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,373 | BOYAmt |
| EOY | $302,954 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,161,833 | BOYAmt |
| EOY | $8,500,251 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,555,807 | BOYAmt |
| EOY | $9,846,138 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $124,189 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $214,229 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,589,212 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,797,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,779,402 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,255,623 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,628,515 | CurrentTaxYearAmt |
| Total | $25,049,940 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,589,212 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,797,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,779,402 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,255,623 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,628,515 | CurrentTaxYearAmt |
| Total | $25,049,940 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $25,049,940 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,871 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,379 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,855 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,469 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,031 | CurrentTaxYearAmt |
| Total | $101,605 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,817 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,281 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,496 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,098 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,561 | CurrentTaxYearAmt |
| Total | $226,253 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,377,798 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $16,804,579 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98710 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98920 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,058,344 | BeginningYearBalanceAmt |
| Contributions | $47,200 | ContributionsAmt |
| Investment Earnings Or Losses | $409,346 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $243,367 | OtherExpendituresAmt |
| Administrative Expenses | $19,980 | AdministrativeExpensesAmt |
| End Year Balance | $5,251,543 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,484,325 | BeginningYearBalanceAmt |
| Contributions | $194,274 | ContributionsAmt |
| Investment Earnings Or Losses | $619,360 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $216,675 | OtherExpendituresAmt |
| Administrative Expenses | $22,940 | AdministrativeExpensesAmt |
| End Year Balance | $5,058,344 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,890,317 | BeginningYearBalanceAmt |
| Contributions | $131,271 | ContributionsAmt |
| Investment Earnings Or Losses | -$258,489 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $257,081 | OtherExpendituresAmt |
| Administrative Expenses | $21,693 | AdministrativeExpensesAmt |
| End Year Balance | $4,484,325 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,076,165 | BeginningYearBalanceAmt |
| Contributions | $57,019 | ContributionsAmt |
| Investment Earnings Or Losses | $36,315 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $245,178 | OtherExpendituresAmt |
| Administrative Expenses | $34,004 | AdministrativeExpensesAmt |
| End Year Balance | $4,890,317 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,175,133 | BeginningYearBalanceAmt |
| Contributions | $520,867 | ContributionsAmt |
| Investment Earnings Or Losses | $610,342 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $208,578 | OtherExpendituresAmt |
| Administrative Expenses | $21,599 | AdministrativeExpensesAmt |
| End Year Balance | $5,076,165 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $385,554 | OtherCostOrOtherBasisAmt |
| Book Value | $385,554 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,383,959 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,590,664 | DepreciationAmt |
| Book Value | $793,295 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,579,975 | OtherCostOrOtherBasisAmt |
| Depreciation | $806,983 | DepreciationAmt |
| Book Value | $772,992 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,298,077 | OtherCostOrOtherBasisAmt |
| Depreciation | $811,472 | DepreciationAmt |
| Book Value | $486,605 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,438,446 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONSOLIDATED INVESTMENT FUND | Desc |
| Book Value | $5,199,274 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,199,274 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PENSION LIABILITY | $108,093 |
| DEFERRED SPECIAL EVENTS | $10,338 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $118,431 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,565,771 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $214,229 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $553,961 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $768,190 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,797,581 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $19,980 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $19,980 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,817,561 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,227,353 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $553,961 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $553,961 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,673,392 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $19,980 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $19,980 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,693,372 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUND WAS CREATED TO SUPPORT THE MISSION OF THE ORGANIZATION. ANNUALLY, 5% OF THE FUND'S MARKET VALUE IS TRANSFERRED TO THE OPERATING ACCOUNT FOR THIS PURPOSE. REQUESTS FOR USE OF THE ENDOWMENT FUND FOR CAPITAL EXPENDITURES ARE SUBMITTED TO THE FINANCE COMMITTEE AND PRESENTED TO THE BOARD FOR APPROVAL. |
| PART X, LINE 2: | THE ORGANIZATION FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES UNDER THE INCOME TAXES TOPIC OF THE CODIFICATION. THE CODIFICATION REQUIRES THE EVALUATION OF TAX POSITIONS, WHICH INCLUDE MAINTAINING ITS TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME, AND DOES NOT ALLOW RECOGNITION OF TAX POSITIONS WHICH DO NOT MEET A "MORE-LIKELY-THAN-NOT" THRESHOLD OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT DOES NOT BELIEVE IT HAS TAKEN ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAUTMAN MASKA NEILL & COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 RHODE ISLAND AVE NW SUITE 301 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | MAIL SOLICITATIONS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $607,365 | GrossReceiptsAmt |
| Retained By Contractor | $67,058 | RetainedByContractorAmt |
| Net To Organization | $540,307 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $607,365 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $67,058 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $540,307 | TotalNetToOrganizationAmt |
| Licensed States | MD | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | NIGHT OF A MILLION MEALS | Event1Nm |
| Gross Receipts Event1 | $204,631 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $170,070 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $34,561 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $5,300 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $4,100 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $57,364 | EntertainmentEvent1Amt |
| Gross Receipts Total | $204,631 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $170,070 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $34,561 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $5,300 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,100 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $57,364 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $66,764 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$32,203 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | CONSULTATION, COPY-WRITING, LIST ACQUISITION, COORDINATING PRODUCTION, ANALYSIS OF RESULTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE ARCHER-SMITH | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $142,040 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $5,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $8,918 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $839 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $156,797 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 5 | FormAndLineReferenceDesc |
| Explanation | THE EXECUTIVE DIRECTOR CAN EARN A BONUS OF $2,500 FOR ACHIEVING TARGETED FUNDRAISING GOALS AND AN ADDITIONAL $2,500 FOR EXCEEDING THESE GOALS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEYER PEISACH | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FATHER OF BOARD MEMBER GARY PEISACH | RelationshipDescriptionTxt |
| Transaction | $16,101 | TransactionAmt |
| Transaction | MEYER PEISACH IS A PART TIME SITE COORDINATOR EMPLOYED BY MEALS ON WHEELS AND IS PAID CONSISTENT WITH THE PAY GRADE SCALE OF EMPLOYEES IN THAT POSITION | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ALAN E PELJOVICH AND CEDRICK JOHNSON - BUSINESS RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11B | MEALS ON WHEELS OF CENTRAL MARYLAND, INC. HAS A PROCESS TO REVIEW THE 990 AND COPIES ARE PROVIDED TO THE AGENCY'S GOVERNING BOARD AFTER THE AUDITED FINANCIAL STATEMENTS HAVE BEEN REVIEWED AND APPROVED BY THE FINANCE/AUDIT COMMITTEE. A DRAFT FORM 990 IS PREPARED BY OUR ACCOUNTANT. THE DRAFT IS THEN REVIEWED BY THE DEPUTY EXECUTIVE DIRECTOR OF FINANCE, IT, FACILITY, DEPUTY EXECUTIVE DIRECTOR OF DEVELOPMENT, AND THE EXECUTIVE DIRECTOR. AFTER ANY NECESSARY CHANGES ARE MADE, A REVISED DRAFT IS PRESENTED TO THE FINANCE/AUDIT COMMITTEE. AFTER ANY ADDITIONAL CHANGES ARE MADE AND FINAL APPROVAL IS OBTAINED FROM THE FINANCE COMMITTEE, THE FORM 990 IS EMAILED TO THE ENTIRE GOVERNING BOARD AND HARD COPIES ARE MADE AVAILABLE AT THE SUBSEQUENT BOARD MEETING. THE APPROVED 990 IS SIGNED BY THE EXECUTIVE DIRECTOR AND SUBMITTED WITHIN THE FILING DEADLINE. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST GUIDELINES ARE ESTABLISHED FOR BOARD MEMBERS AND MEMBERS OF THE SENIOR MANAGEMENT STAFF. ANNUALLY, WE REQUIRE THAT A DIRECTOR DISCLOSES THE EXISTENCE OF A DIRECT OR INDIRECT FINANCIAL INTEREST ON THE PART OF THE DIRECTOR, AND WHERE SUCH FINANCIAL INTEREST EXISTS TO ABSTAIN FROM ANY VOTE ON SUCH MATTERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | MEALS ON WHEELS OF CENTRAL MARYLAND (MOWCM) IS COMMITTED TO INDIVIDUAL PERFORMANCE EVALUATIONS, COMPETITIVE PAY, MERIT-BASED PAY INCREASES, AND OTHER EMPLOYEE INCENTIVES. IT IS THE RESPONSIBILITY AND INTENTION OF THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS TO ADMINISTER COMPENSATION EQUITABLY, CONSISTENTLY, AND FAIRLY WITHIN MOWCM, AND TO MAKE MODIFICATIONS TO THIS POLICY AS NECESSARY AND APPROPRIATE. MOWCM'S COMPENSATION SYSTEM IS STRUCTURED AROUND A SALARY-GRADE SCALE THAT IS MARKET-BASED, AND FOCUSES ON THE INTERNAL EQUITY OF POSITIONS. UNDER THE SALARY-GRADE SYSTEM, POSITIONS ARE CLASSIFIED INTO SALARY GRADES BASED ON COMPENSABLE FACTORS SUCH AS REQUIRED SKILLS, EDUCATION, TRAINING, AND DECISION-MAKING AND SUPERVISORY RESPONSIBILITIES. ALL REVISIONS AND UPGRADES ARE REVIEWED BY THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR'S SALARY IS SET BY THE BOARD OF DIRECTORS USING COMPARABLE MARKET DATA FROM OTHER NON-PROFIT ORGANIZATIONS AND HUMAN SERVICE AGENCIES IN THE BALTIMORE METROPOLITIAN AND MARYLAND AREA, AND ALSO THE GUIDESTAR COMPENSATION REPORT AS REFERENCES. |
| FORM 990, PART VI, SECTION C, LINE 19 | MEALS ON WHEELS OF CENTRAL MARYLAND, INC. WILL PROVIDE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC BY WRITTEN REQUEST MAILED TO: MEALS ON WHEELS OF CENTRAL MARYLAND ATTN DEPUTY EXECUTIVE DIRECTOR OF FINANCE, IT, FACILITY 515 S HAVEN STREET BALTIMORE, MD 21224 |
| FORM 990, PART IX, LINE 11G | PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 20,689. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,689. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 78,806. MANAGEMENT AND GENERAL EXPENSES 25,138. FUNDRAISING EXPENSES 30,252. TOTAL EXPENSES 134,196. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 105,683. MANAGEMENT AND GENERAL EXPENSES 39,147. FUNDRAISING EXPENSES 29,275. TOTAL EXPENSES 174,105. FOOD COST AND PREPARATION: PROGRAM SERVICE EXPENSES 3,924,906. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,924,906. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS REGARDING THE PREPARATION OF THE AUDITED FINANCIAL STATEMENTS IS UNCHANGED FROM THE PRIOR YEAR. |