Oakland Meals on Wheels FY2021 filing

Troy, MIUnknown exempt organizationEIN 46-3545686Revenue $1.9M in FY2021

On file with the IRSoaklandmow.org3179 Livernois Road · Troy, MI

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The organization has been established to conduct a Meals on Wheels program. Meals are provided to those who are homebound, frail and elderly. Approximately 1,000 Meals are delivered daily.

97¢ of each $1 spent went to programs.
$110K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 4
filings with a surplus
Average deficit $80K a year · 7% of revenue · last 4 filings
Concern: a surplus in 0 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
97%
of spending
Looks good: 97% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$110K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.9 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $17K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$8K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
2
of 3 voting members
Looks good: 2 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.9M
+8% vs prior year
Spent
$1.9M
To programs
97%
Net assets
$238K
By yearFY2020–FY2023
Revenue
$1.9M
FY2021▲ +8%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.7M
FY2021$1.9M
FY2022$1.3M
FY2023$2K
Expenses
$1.9M
FY2021▲ +11%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.7M
FY2021$1.9M
FY2022$1.3M
FY2023$215K
Net assets
$238K
FY2021▼ -20%
Tap a bar for its year
Net assets by fiscal year
FY2020$297K
FY2021$238K
FY2022$205K
FY2023$0

From the FY2021 Form 990 · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2023) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023.

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

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $1.9M Management & general 3% · $55K

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

4 people listed on the 990; $110K paid to officers and key staff.

Part VII, Section A · reportable compensation
Operations Manager
$109,831Pt VII · Sec A
President/Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

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

NameFY2022FY2021FY2020
Steven Haveraneck$84,640$109,831$108,831
Kim Haveraneck——$45,843

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.

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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 15aNo

Programs and updates

Delivers daily meals to homebound, frail, and elderly individuals.

Questions for Oakland Meals on Wheels

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Provided by the organization

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1 program · $1.9M · in their own filed words · FY2021
01

Meals are provided to individuals in the area of distribution of the organization regardless of their financial ability to contribute to the organization. Meals are delivered to the homebound persons who are unable to shop and cook for themselves. Deliveries are made each day of the week.

$1.9Mprogram 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 · FY2023
Total grants receivedfrom 3 funders$17K
See all 3 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.9M
Ln 12
Gifts and grantsLn 1h$1.6M
Fees for servicesLn 2g$217K
Money outPt IX
$1.9M
Ln 25
Programscol B$1.9M
Managementcol C$55K
Owns and owesPt X
$238K
net assets · Ln 32
Cash and savingsLn 1–2$144K
Total assetsLn 16$246K
LiabilitiesLn 26$8K
PeoplePt VI, VII
4
listed · VII A
PaidVII A1
Voting boardVI 1a3
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.6M
Fees for servicesLn 2g$217K
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$144K
Cash and savings togetherLn 1–2$144K
Total assetsLn 16$246K
LiabilitiesLn 26$8K
Net assetsLn 32$238K
OperationsPt I, VI
EmployeesI 529
VolunteersI 60
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 FY21End FY21
Cash and savingsLn 1–2$200K$144K
Total assetsLn 16$345K$246K
LiabilitiesLn 26$48K$8K
Net assetsLn 32$297K$238K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$110K$55K$55K
Other salaries and wagesLn 7$378K$378K
Payroll taxesLn 10$49K$49K
Management feesLn 11a$520K$520K
Legal feesLn 11b$5K$5K
Accounting feesLn 11c$25K$25K
Advertising and promotionLn 12$1K$1K
Office expensesLn 13$10K$10K
Information technologyLn 14$2K$2K
InsuranceLn 23$10K$10K
Other expenses (24a–d)Ln 24$734K$734K
All other expensesLn 24e$80K$80K
Total functional expensesLn 25$1.9M$1.9M$55K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest $2K$215K−$213K$0 990 PDF
FY2022 $1.3M$1.3M−$33K$205K 990 PDF
FY2021 Viewing $1.9M$1.9M−$59K$238K 990 PDF
FY2020 $1.7M$1.7M−$15K$297K 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 FY2021 990 (6 parts)
Part I · Summary $1,864,935 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,512,252$1,647,951
I-9 Program service revenuePrior year $211,417$216,984
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,723,669$1,864,935
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $600,546$536,199
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,138,416$1,387,600
I-18 Total expensesPrior year $1,738,962$1,923,799
I-19 Revenue less expensesPrior year −$15,293−$58,864
Part VI · Governance 2 of 3 board members independent, 1 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members2
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $1,864,935 across 4 lines filed
VIII-1f All other contributions, gifts and grants$1,647,951
VIII-1h Total contributions, gifts and grants$1,647,951
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $216,984$216,984
VIII-12 Total revenueRelated to mission $216,984 · Unrelated business $0 · Excluded from tax $0$1,864,935
Part IX · Statement of functional expenses $1,923,799 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $54,915 · Management $54,915$109,830
IX-7 Other salaries and wagesPrograms $377,768$377,768
IX-10 Payroll taxesPrograms $48,601$48,601
IX-11a Management feesPrograms $519,650$519,650
IX-11b Legal feesPrograms $4,590$4,590
IX-11c Accounting feesPrograms $25,303$25,303
IX-12 Advertising and promotionPrograms $1,460$1,460
IX-13 Office expensesPrograms $10,469$10,469
IX-14 Information technologyPrograms $2,431$2,431
IX-23 InsurancePrograms $10,464$10,464
IX-24 Other expenses (24a–d)Programs $733,510$733,510
IX-24e All other expensesPrograms $79,723$79,723
IX-25 Total functional expensesPrograms $1,868,884 · Management $54,915 · Fundraising $0$1,923,799
Part X · Balance sheet $245,921 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $199,735$143,891
X-4 Accounts receivableStart of year $145,163$102,030
X-16 Total assetsStart of year $344,898$245,921
X-17 Accounts payable and accrued expensesStart of year $48,313$8,200
X-26 Total liabilitiesStart of year $48,313$8,200
X-27 Net assets without donor restrictionsStart of year $296,585$237,721
X-32 Total net assets or fund balancesStart of year $296,585$237,721
X-33 Total liabilities and net assetsStart of year $344,898$245,921
Part XI · Reconciliation of net assets $237,721 net assets at year end
XI-1 Total revenue$1,864,935
XI-2 Total expenses$1,923,799
XI-3 Revenue less expenses−$58,864
XI-4 Net assets at start of year$296,585
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$237,721

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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