2025-04-22T11:32:32-05:00 2024-06-30 520959934 ELLIN & TUCKER CHARTERED 400 EAST PRATT ST SUITE 200 BALTIMORE MD 21202 990 2023-07-01 526074723 MEALS ON WHEELS OF CENTRAL MARYLANDINC MEAL 4105580932 515 S HAVEN STREET BALTIMORE MD 21224 STEPHANIE ARCHER-SMITH EXECUTIVE DIRECTOR 4105580932 2025-03-25 1 0 SUSAN KELLER P00245169 4107275735 2025-03-25 2023 2025-03-06 01:10:19Z STEPHANIE ARCHER-SMITH 515 S HAVEN STREET BALTIMORE MD 21224 15999801 0 X WWW.MEALSONWHEELSMD.ORG X 1967 MD SPECIALIZING IN SERVICES TO THE AGING, MEALS ON WHEELS OF CENTRAL MARYLAND SERVES HOMEBOUND AGING AND DISABLED ADULTS TO KEEP THEM LIVING SAFELY AND INDEPENDENTLY IN THEIR HOMES AND COMMUNITIES. BY PROVIDING NUTRITIOUS, HOME-DELIVERED MEALS AND INDIVIDUALIZED SUPPORT SERVICES, MOWCM IMPACTS REDUCES HEALTH DISPARITIES, IMPROVES HEALTH OUTCOMES AND SUPPORTS SUCCESSFUL AGING. 26 25 160 3244 0 0 16008249 11404019 3405339 2291458 300777 788743 -23950 -24605 19690415 14459615 0 0 0 0 5067749 5508246 0 0 1072973 8730657 9002013 13798406 14510259 5892009 -50644 33034118 35041065 2030118 2589291 31004000 32451774 MEALS ON WHEELS OF CENTRAL MARYLAND'S CHARITABLE MISSION, TO KEEP HOMEBOUND PEOPLE LIVING SAFELY AND INDEPENDENTLY AT HOME THROUGH THE PROVISION OF NUTRITIOUS MEALS, PERSONAL CONTACT AND SUPPORT SERVICES, REDUCES HOSPITALIZATION, AND PREVENTS PREMATURE INSTITUTIONALIZATION. 0 0 8465301 2291458 NUTRITION SERVICESNUTRITION SERVICES INCLUDES 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, DIABETIC AND TEXTURE MODIFIED MEALS. 3182738 CLIENT SERVICESCLIENT SUPPORT SERVICES BEGIN WITH A COMPREHENSIVE ASSESSMENT OF CLIENT NEEDS AND OFFER A UNIQUE AND INDIVIDUAL COMPLEMENT OF SERVICES THAT INCLUDES DAILY SAFETY AND WELLNESS MONITORING, CRISIS RESPONSE, SNAP SCREENING AND ENROLLMENT, GROCERY ASSISTANCE, HOME REPAIR AND MODIFICATION, PET FOOD DELIVERY, AND CASE MANAGEMENT AND CARE COORDINATION SERVICES THAT OFFER LINKS TO OTHER COMMUNITY RESOURCES. 11648039 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 26 0 160 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X JANET E HEIFNER 4105580917 515 S HAVEN ST BALTIMORE MD 21224 ALAN HIRSCH COMMUNITY DIRECTOR 1.00 X 0 0 0 ALLAN DALEY COMMUNITY DIRECTOR 1.00 X 0 0 0 CAROL WRIGHT SITE REPRESENTATIVE 1.00 X 0 0 0 COLLEEN PLEASANT KLINE ESQ PRESIDENT 5.00 X X 0 0 0 DAN MCGRAIN SITE REPRESENTATIVE 1.00 X 0 0 0 DANIELLE FORD COMMUNITY DIRECTOR 1.00 X 0 0 0 DENNIS FINNEGAN COMMUNITY DIRECTOR 1.00 X 0 0 0 EVAN FELPS COMMUNITY DIRECTOR 1.00 X 0 0 0 GARY PEISACH IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 JENNIFER RAY COMMUNITY DIRECTOR 1.00 X 0 0 0 KEIVA RODRIQUES COMMUNITY DIRECTOR 1.00 X 0 0 0 KENYETTA KENYA TAYLOR COMMUNITY DIRECTOR 1.00 X 0 0 0 KRISTIN CARTER COMMUNITY DIRECTOR 1.00 X 0 0 0 KRISTINA GREGORY COMMUNITY DIRECTOR 1.00 X 0 0 0 LORI BURGHAUSER TREASURER 1.00 X X 0 0 0 PATRICK DUROSEAU COMMUNITY DIRECTOR 1.00 X 0 0 0 PETER DELLA-CROCE VICE PRESIDENT 1.00 X X 0 0 0 PHIL BRISCOE COMMUNITY DIRECTOR 1.00 X 0 0 0 ROBERT BRAGER SECRETARY 1.00 X X 0 0 0 ROSA M SCHARF ASST. TREASURER 1.00 X X 0 0 0 SCOTT SIMMONS COMMUNITY DIRECTOR 1.00 X 0 0 0 STEPHANIE ARCHER-SMITH EXECUTIVE DIRECTOR 35.00 X X 200396 0 14264 SUSAN D DRAKE COMMUNITY DIRECTOR 1.00 X 0 0 0 SUZAN LUMPKIN COMMUNITY DIRECTOR 1.00 X 0 0 0 THERON RUSSELL COMMUNITY DIRECTOR 1.00 X 0 0 0 WADE H BARNES VICE PRESIDENT 1.00 X X 0 0 0 JAN E HEIFNER CFO 35.00 X 134352 0 15759 TIM MAY CDO 35.00 X 125668 0 10741 460416 0 40764 8 0 1 0 TRIO COMMUNITY MEALS P O BOX 742992 ATLANTA GA 30374 FOOD SERVICE 5058311 LEVINDALE HEBREW GERIATRIC CENTER 2434 WEST BELVEDERE AVENUE BALTIMORE MD 21215 FOOD SERVICE 192659 ECHO EFFECT LLC 6100 SEAFORTH ST BALTIMORE MD 21224 FUNDRAISING 180592 ENTERPRISE FM TRUST P O BOX 800089 KANSAS CITY MO 64180 FLEET MANAGEMENT 166234 COMPASSMSP LLC 67 PROSPECT AVE STE 202 HARTFORD CT 06106 COMPUTERS AND SUPPORT 160896 5 54110 181947 6325442 4842520 37055 11404019 MEAL SERVICE REVENUE 624100 2110470 2110470 MEDICAID WAIVER REVENUE 624100 180988 180988 2291458 667612 667612 1481645 128469 1435408 53575 46237 74894 121131 121131 26598 181947 51203 -24605 -24605 14459615 2291458 0 764138 394415 282332 73143 38940 4250658 3042457 788201 420000 284678 224934 38710 21034 223507 154130 45558 23819 354988 257904 61676 35408 8797 1527 7270 57501 57501 72465 72465 878785 329345 421243 128197 133454 89126 2241 42087 532497 313576 126431 92490 210929 167134 30365 13430 417630 416574 1056 46861 22433 11257 13171 45965 45656 309 549690 530095 11706 7889 42276 30375 10639 1262 FOOD & KITCHEN SUPPLIES 5372294 5372194 14 86 OUTSIDE PRINTING & POST 293350 46464 13493 233393 CLIENT HOUSING REPAIRS 217166 204386 12780 UNCOLLECTIBLE ACCTS 89832 89832 32521 27565 3189 1767 14510259 11648039 1789247 1072973 1916789 3000068 4689300 8849577 522832 518518 6368827 1434690 171890 270937 7420033 4193254 2889732 3226779 3842859 4379147 12470434 13165819 161455 195530 33034118 35041065 1104334 1338558 601120 839708 324664 411025 2030118 2589291 X 30213953 31685061 790047 766713 31004000 32451774 33034118 35041065 -50644 1498418 0 X X 0 1 X 1 1 1 X 9103460 11547729 10039244 11372411 11404019 53466863 9103460 11547729 10039244 11372411 11404019 53466863 53466863 83681 86901 259288 354760 667612 1452242 54919105 24014769 0.97360 0.98200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21002593 4658308 2212267 1406160 72465 26394543 20260509 880448 1206580 1283331 61613 21002593 22795065 209863 -2053337 652746 38336 20260509 7514771 13317366 2229492 244296 22268 22795065 5492931 1961745 179723 99996 19632 7514771 1.00000 1 0 385554 385554 2674804 1951853 722951 1688933 1070122 618811 2670742 1171279 1499463 3226779 CONSOLIDATED INVESTMENT FUND 12768794 F HEDGE FUNDS 397025 F 13165819 PENSION LIABILITY 201405 PRIVATE CLIENT DEPOSITS 13347 LEASE LIABILITY 196273 411025 X 16633457 1498418 747889 2246307 14387150 72465 72465 14459615 15185683 747889 747889 14437794 72465 72465 14510259 PART V, LINE 4: THE ENDOWMENT FUNDS WERE ESTABLISHED TO PROVIDE A PREDICTABLE STREAM OF FUNDS TO SUPPORT THE ORGANIZATION'S OPERATIONS, TO PROVIDE A HARDSHIP FUND TO PAY FOR MEALS FOR LOW INCOME CLIENTS AND TO PROVIDE FOR A CAPITAL BUILDING RESERVE FOR THE NEW BUILDING PROJECT. 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 ORGANIZATION'S 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 TOOK ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD. X X X X X X X 1 ECHO EFFECT LLC 6100 SEAFORTH ST BALTIMORE MD 21224 MAIL SOLICITATIONS 0 180592 33000 147592 HUNTSINGER & JEFFER 809 BROOK HILL CIR RICHMOND VA 23227 MAIL SOLICITATIONS 0 116408 45094 71314 297000 78094 218906 MD NIGHT OF A MILLION MEALS 208545 181947 26598 9570 10780 3000 27853 208545 181947 26598 9570 10780 3000 27853 51203 -24605 SCHEDULE G, PART I, LINE 2B, COLUMN (V) ECHO EFFECT, LLC - CONSULTATION, COPY-WRITING, LIST ACQUISITION, COORDINATING PRODUCTION, ANALYSIS OF RESULTS. FEE FOR SERVICES WAS $33,000, AND THE REMAINING COST WAS TO COVER THE POSTAGE AND PRINTING. HUNTSINGER & JEFFER - CONSULTATION, COPY-WRITING, LIST ACQUISITION, COORDINATING PRODUCTION, ANALYSIS OF RESULTS. FEE FOR SERVICES WAS $45,094, AND THE REMAINING COST WAS TO COVER THE POSTAGE AND PRINTING. X 0 0 0 1 0 0 0 0 0 STEPHANIE ARCHER-SMITH EXECUTIVE DIRECTOR 185396 0 15000 0 0 0 13026 0 1238 0 214660 0 0 0 JAN E HEIFNER CFO 132052 0 2300 0 0 0 8732 0 7027 0 150111 0 0 0 PART I, LINE 5 THE EXECUTIVE DIRECTOR CAN EARN A BONUS FOR ACHIEVING TARGETED FUNDRAISING GOALS AND MEAL DELIVERY GOALS, AND AN ADDITIONAL BONUS FOR EXCEEDING THESE GOALS. X 5 18680 FMV X 1 75 FMV X FOOD AND WINE 15 10780 FMV X AUCTION ITEM 35 7520 FMV 0 0 0 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 ORGANIZATION'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 CFO, IT, FACILITY, CDO AND CEO. 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. 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. NOTABLE CHANGES AND FULL SCALE CHANGES ARE REVIEWED BY THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR'S SALARY IS SET BY THE BOARD OF DIRECTORS USING COMPARABLE MARKET DATA. 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 XII, LINE 2C: THE PROCESS REGARDING THE PREPARATION OF THE AUDITED FINANCIAL STATEMENTS IS UNCHANGED FROM THE PRIOR YEAR.