Nonprofit · EIN 73-1342306
MEALS ON WHEELS ENDOWMENT TRUST
Tax-exempt · TULSA, OK 74135
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,673,028 | $5,468 | $1,667,560 | $2,150,309 | $0 | $2,150,309 |
| December 31, 2023 | 990 | $13,003 | $754,599 | -$741,596 | $509,511 | $0 | $509,511 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,623,231
- Program service revenue
- $0
- Investment income
- $49,797
- Net gain from sales of assets
- $15,896
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Management and general (functional)
- $5,468
Balance sheet and other
- Total assets, start of year
- $509,511
- Total assets, end of year
- $2,150,309
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,150,309
- Publicly traded securities
- $1,806,688
- Net assets without donor restrictions
- $2,150,309
- Gross receipts
- $1,683,028
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1989
- State of legal domicile
- OK
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Andrew Ziola | Treasurer Trustee or director, Officer | 0 | $0 |
| Matt Horeled | Chairman Trustee or director, Officer | 1 | $0 |
| Annie Tomecek | Trustee Trustee or director | 0 | $0 |
| Anthony Stewart | Trustee Trustee or director | 0 | $0 |
| Mark Hurley | Trustee Trustee or director | 1 | $0 |
| Jeff Smith | Trustee Trustee or director | 0 | $0 |
| Ginnie Graham | Trustee Trustee or director | 0 | $0 |
| Justin Sheets | Trustee Trustee or director | 0 | $0 |
| Kari Shults | Trustee Trustee or director | 0 | $0 |
| Philanna Davenport | Trustee Trustee or director | 0 | $0 |
| Shannon O'Doherty | Trustee Trustee or director | 0 | $0 |
| John Richer | Trustee Trustee or director | 0 | $0 |
| Laurie Gero | Trustee Trustee or director | 0 | $0 |
| Jim Langdon | Trustee Trustee or director | 0 | $0 |
| Rony Gadiwalla | Trustee Trustee or director | 0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jay Betz | CEO Officer | 20 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Jay Betz | CEO Officer | 20 | $0 | $126,563 |
| Katie Oatsvall | President (Fmr) Officer | 20 | $0 | $123,967 |
| Matt Horeled | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Matt Levitt | Trustee Trustee or director | 1 | $0 | $0 |
| Danilo Juvane | Trustee Trustee or director | 1 | $0 | $0 |
| Cara Bruner | Trustee Trustee or director | 1 | $0 | $0 |
| Mark Hurley | Trustee Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5151 E 51ST ST, TULSA, OK 74135-7430
- Signed the 990
- Jay Betz, CEO
- Phone
- (918) 627-4103
- Return prepared by
- Conklin Gilpin & Wertz PLLC
Mission
The purpose of the endowment trust is to receive, manage and provide economic support for Meals on Wheels of Metro Tulsa, and therby provide food for homebound elderly and disabled persons.
Program accomplishments
- The endowment trust provides an annual contribution to Meals on Wheels of Metro Tulsa to help fund ongoing operations.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 73-1342306
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1989
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,150,309
- Income (IRS master file)
- $1,683,028
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,673,028 | $5,468 | $2,150,309 | XML |
| 990 | December 2023 | $13,003 | $754,599 | $509,511 | XML |
| 990 | December 2022 | $95,720 | $55,670 | $1,142,098 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 73-1342306).
Questions about MEALS ON WHEELS ENDOWMENT TRUST
- What is the EIN of MEALS ON WHEELS ENDOWMENT TRUST?
- The employer identification number (EIN) of MEALS ON WHEELS ENDOWMENT TRUST is 73-1342306.
- Is MEALS ON WHEELS ENDOWMENT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to MEALS ON WHEELS ENDOWMENT TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MEALS ON WHEELS ENDOWMENT TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MEALS ON WHEELS ENDOWMENT TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MEALS ON WHEELS ENDOWMENT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of MEALS ON WHEELS ENDOWMENT TRUST?
- The 990 for the year ended December 31, 2024 lists 16 people; 0 received compensation from the organization.
- How much revenue does MEALS ON WHEELS ENDOWMENT TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,673,028, expenses of $5,468 and total assets of $2,150,309 at year end.
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