Beloit Meals on Wheels INC

Tax-deductible

Beloit, WI501(c)(3)Food & AgricultureEIN 39-1375390Revenue $573K in FY2024

On file with the IRS1534 Shore Dr, 53511-3456 · Beloit, WITax-exempt since Dec 2003Publicly supported charity — 170(b)(1)(A)(vi)

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Beloit Meals on Wheels seeks to nourish and enrich the lives of homebound seniors to promote dignity and independent living.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
Run by 518 volunteers and 7 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $260K a year · 36% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$58K
to officers and key staff · 10% of spending
Top officer’s pay lower than 58% of similar orgs
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $113K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$36K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$573K
+14% vs prior year
Spent
$560K
To programs
88%
Net assets
$1.9M
By yearFY2020–FY2024
Revenue
$573K
FY2024▲ +14%
Tap a bar for its year
Revenue by fiscal year
FY2020$485K
FY2021$471K
FY2022$1.5M
FY2023$500K
FY2024$573K
Expenses
$560K
FY2024▲ +9%
Tap a bar for its year
Expenses by fiscal year
FY2020$364K
FY2021$372K
FY2022$466K
FY2023$512K
FY2024$560K
Net assets
$1.9M
FY2024▲ +0.7%
Tap a bar for its year
Net assets by fiscal year
FY2020$586K
FY2021$722K
FY2022$1.8M
FY2023$1.9M
FY2024$1.9M

From the FY2024 Form 990 · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 2003.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $493K Management & general 6% · $36K Fundraising 6% · $31K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

18 people listed on the 990; $58K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director - Retired
$41,660Pt VII · Sec A
Executive Director
$16,034Pt VII · Sec A
$0Pt VII · Sec A
Director-Term Expired
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Ellen Wiegand’s $42K as Executive Director - Retired is at the 42nd percentile of top reported officer pay among 1171 $100K–1M food & agriculture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Ellen Wiegand$41,660$72,013$71,857$70,453$67,766
Linda Ross$16,034————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Beloit Meals on Wheels INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Delivers nutritious meals to homebound seniors, promoting dignity and independent living.

Provided by the organization

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1 program · $493K · in their own filed words · FY2024
01

To provide nutrtious meals to elderly and disabled

$493Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 5 funders$113K
See all 5 funders →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$573K
Ln 12
Gifts and grantsLn 1h$464K
Other incomeLn 4–11$58K
Fees for servicesLn 2g$51K
Money outPt IX
$560K
Ln 25
Programscol B$493K
Managementcol C$36K
Fundraisingcol D$31K
Owns and owesPt X
$1.9M
net assets · Ln 32
Cash and savingsLn 1–2$119K
Total assetsLn 16$1.9M
LiabilitiesLn 26$36K
PeoplePt VI, VII
18
listed · VII A
PaidVII A2
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$464K
Government grantsLn 1e$152K
Noncash giftsLn 1g$12K
Fundraising eventsLn 1c$114K
Fees for servicesLn 2g$51K
Other incomeLn 4–11$58K
Total revenueLn 12$573K
Assets in detailPt X, end of year
CashLn 1$93K
SavingsLn 2$26K
Cash and savings togetherLn 1–2$119K
InvestmentsLn 11–13$680K
Land, buildings, equipmentLn 10c$1.1M
Total assetsLn 16$1.9M
LiabilitiesLn 26$36K
Net assetsLn 32$1.9M
OperationsPt I, VI
EmployeesI 57
VolunteersI 6518
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$174K$119K
InvestmentsLn 11–13$576K$680K
Land, buildings, equipmentLn 10c$1.1M$1.1M
Total assetsLn 16$1.9M$1.9M
LiabilitiesLn 26$33K$36K
Net assetsLn 32$1.9M$1.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$58K$47K$8K$2K
Other salaries and wagesLn 7$136K$104K$4K$27K
Other employee benefitsLn 9$1K$1K
Payroll taxesLn 10$20K$18K$693$2K
Accounting feesLn 11c$9K$9K
Advertising and promotionLn 12$20K$20K
Office expensesLn 13$6K$5K$896
Information technologyLn 14$7K$7K$746
OccupancyLn 16$7K$7K$739
TravelLn 17$1K$1K
Depreciation, depletion and amortizationLn 22$41K$41K
InsuranceLn 23$6K$5K$719
Other expenses (24a–d)Ln 24$244K$235K$9K
All other expensesLn 24e$2K$2K$62
Total functional expensesLn 25$560K$493K$36K$31K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $573K$560K$13K$1.9M 990 PDF
FY2023 $500K$512K−$11K$1.9M 990 PDF
FY2022 $1.5M$466K$1.1M$1.8M 990 PDF
FY2021 $471K$372K$99K$722K 990 PDF
FY2020 $485K$364K$121K$586K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $572,863 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $415,895$463,533
I-9 Program service revenuePrior year $84,566$51,303
I-10 Investment incomePrior year $15,512$0
I-11 Other revenuePrior year $49,522$58,027
I-12 Total revenuePrior year $565,495$572,863
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $179,840$215,001
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $332,093$345,061
I-18 Total expensesPrior year $511,933$560,062
I-19 Revenue less expensesPrior year $53,562$12,801
Part VI · Governance 14 of 14 board members independent, no flags
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $572,863 across 9 lines filed
VIII-1c Fundraising events$113,625
VIII-1e Government grants$152,363
VIII-1f All other contributions, gifts and grants$197,545
VIII-1g Noncash contributions (included above)$12,050
VIII-1h Total contributions, gifts and grants$463,533
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $51,303$51,303
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $58,027$58,027
VIII-12 Total revenueRelated to mission $109,330 · Unrelated business $0 · Excluded from tax $0$572,863
Part IX · Statement of functional expenses $560,062 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $47,485 · Management $8,447 · Fundraising $2,035$57,967
IX-7 Other salaries and wagesPrograms $104,327 · Management $4,097 · Fundraising $27,234$135,658
IX-9 Other employee benefitsPrograms $1,489$1,489
IX-10 Payroll taxesPrograms $17,578 · Management $693 · Fundraising $1,616$19,887
IX-11c Accounting feesManagement $9,399$9,399
IX-12 Advertising and promotionPrograms $20,184$20,184
IX-13 Office expensesPrograms $5,077 · Management $896$5,973
IX-14 Information technologyPrograms $6,712 · Management $746$7,458
IX-16 OccupancyPrograms $6,648 · Management $739$7,387
IX-17 TravelManagement $1,213$1,213
IX-22 Depreciation, depletion and amortizationPrograms $41,419$41,419
IX-23 InsurancePrograms $5,416 · Management $719$6,135
IX-24 Other expenses (24a–d)Programs $234,857 · Management $9,231$244,088
IX-24e All other expensesPrograms $1,743 · Management $62$1,805
IX-25 Total functional expensesPrograms $492,935 · Management $36,242 · Fundraising $30,885$560,062
Part X · Balance sheet $1,901,442 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $111,081$92,669
X-2 Savings and temporary cash investmentsStart of year $63,347$25,996
X-4 Accounts receivableStart of year $16,840$21,070
X-10c Land, buildings and equipment, netStart of year $1,118,403$1,081,442
X-11 Publicly traded securitiesStart of year $576,127$680,265
X-16 Total assetsStart of year $1,885,798$1,901,442
X-17 Accounts payable and accrued expensesStart of year $26,509$35,602
X-26 Total liabilitiesStart of year $32,759$35,602
X-27 Net assets without donor restrictionsStart of year $1,787,410$1,797,730
X-28 Net assets with donor restrictionsStart of year $65,629$68,110
X-32 Total net assets or fund balancesStart of year $1,853,039$1,865,840
X-33 Total liabilities and net assetsStart of year $1,885,798$1,901,442
Part XI · Reconciliation of net assets $1,865,840 net assets at year end
XI-1 Total revenue$572,863
XI-2 Total expenses$560,062
XI-3 Revenue less expenses$12,801
XI-4 Net assets at start of year$1,853,039
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,865,840

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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