2024-08-14T14:22:41-05:00 2023-09-30 463330935 AVENSON HAMANN CPAS LLP 7421 BURNET ROAD 522 AUSTIN TX 78757 990 2022-10-01 237202594 MEALS ON WHEELS AND MORE INC MEAL 5124766325 3227 EAST 5TH STREET AUSTIN TX 78702 HENRY VAN DE PUTTE PRESIDENT & CEO 5124766325 2024-08-14 1 1 CATHERINE AVENSON P01259734 5126939131 2022 2024-08-08 14:25:15Z MEALS ON WHEELS CENTRAL TEXAS HENRY VAN DE PUTTE 3227 EAST 5TH STREET AUSTIN TX 78702 16294642 0 X WWW.MEALSONWHEELSANDMORE.ORG X 1972 TX HELPING NEARLY 5,000 OLDER ADULTS IN CENTRAL TEXAS LIVE INDEPENDENTY SO THEY CAN AGE IN PLACE IN THEIR HOMES. 11 11 186 3000 0 0 16724394 11634118 934844 747143 116114 150953 28216 47114 17803568 12579328 267936 199905 0 0 6354565 7172231 0 0 1190410 10683268 9485621 17305769 16857757 497799 -4278429 23786195 20362526 3587053 3231308 20199142 17131218 TO NOURISH AND ENRICH THE LIVES OF THE HOMEBOUND AND OTHER PEOPLE IN NEED THROUGH PROGRAMS THAT PROMOTE DIGNITY AND INDEPENDENT LIVING. 0 0 7551472 753457 MEAL PROGRAMS - PREPARED AND DELIVERED MEALS TO THE HOMEBOUND, ELDERLY, DISABLED, AND OTHER PEOPLE IN NEED IN THE GREATER AUSTIN AREA AND SURROUNDING RURAL AREAS. ADDTIONAL MEALS PROVIDED TO NUTRITIONALLY AT RISK PEOPLE.PROVIDED MEALS AND SOCIAL ACTIVITIES AT NO COST TO SENIORS IN THE GREATER AUSTIN AREA TO PREVENT MALNUTRITION AND FEELINGS OF ISOLATION. 4234469 1118 HOME REPAIR - MAJOR AND MINOR REPAIRS TO IMPROVE SAFETY AND REPAIR STORM DAMAGES. 1594821 198787 40800 CLIENT ASSISTANCE - PROVIDED DIRECT FINANCIAL ASSISTANCE TO CLIENTS FOR RENT, UTILITIES, AND OTHER BASIC NEEDS.PROVIDED FREE PET FOOD AND HEALTH/WELLNESS ASSISTANCE FOR CLIENTS' PETS, WHICH REDUCES DEPRESSION AND ISOLATION FOR THE HOMEBOUND AND ELDERLY.PROVIDED GROCERY SHOPPING TRIPS AND DELIVERY FOR HOMEBOUND PERSONS. 13380762 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 1 50 0 186 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 5124766325 3227 EAST 5TH STREET AUSTIN TX 78702 NORINE YUKON IMMEDIATE PAST-CHAIR 1.00 1.00 X X 0 0 0 SAMUEL HOUSTON SECRETARY 1.00 1.00 X X 0 0 0 MICHAEL BROWN TREASURER/CHAIR 1.00 1.00 X X 0 0 0 NICK WEYNAND VICE CHAIR 1.00 X X 0 0 0 GREG WILLIAMS BOARD MEMBER 1.00 X 0 0 0 BJ FRIEDMAN BOARD MEMBER 1.00 X 0 0 0 JULIAN RIVERA BOARD MEMBER 1.00 X 0 0 0 STEWART WHITEHEAD BOARD MEMBER 1.00 X 0 0 0 JON WEIZENBAUM BOARD MEMBER 1.00 X 0 0 0 BILLY HILL BOARD MEMBER 1.00 X 0 0 0 NAMKEE CHOI BOARD MEMBER 1.00 X 0 0 0 JASON MCBRIDE BOARD MEMBER 1.00 X 0 0 0 MICHAEL WILSON COO 40.00 X 134891 0 12735 HENRY VAN DE PUTTE PRES & CEO 40.00 5.00 X 260286 0 5034 395177 0 17769 2 0 1 0 0 8613 5295261 6330244 772079 11634118 CONTRACTED SERVICES 624200 706343 706343 MANAGEMENT FEES 900099 40800 40800 747143 274546 274546 3587721 4000 3711195 4119 -123474 -119 -123593 -123593 OTHER REVENUE 900099 47114 47114 47114 12579328 794257 0 150953 85769 85769 114136 114136 517615 173534 275265 68816 5470580 4393104 716193 361283 157196 123922 21520 11754 562592 430591 95456 36545 464248 362407 68689 33152 20970 20970 51255 51255 45118 45118 929201 167443 312205 449553 248382 159648 29 88705 186481 50696 115077 20708 161265 130612 23297 7356 228508 227520 968 20 50888 23699 13099 14090 70867 56668 14199 542085 456845 67938 17302 220020 220020 HOME REPAIR COSTS 3490898 3490898 MEAL COSTS 2165777 2165777 SUPPLIES 331183 318199 8182 4802 REPAIRS AND MAINTENANCE 272246 234415 29567 8264 470477 214879 187538 68060 16857757 13380762 2286585 1190410 1748363 406708 581252 165155 2836793 950530 147694 139414 11011217 6094782 5173992 4916435 13121911 13695656 176190 88628 23786195 20362526 965835 793649 244204 130610 2377014 2307049 3587053 3231308 X 17010621 15148163 3188521 1983055 20199142 17131218 23786195 20362526 -4278429 1210505 0 X 0 1 X 1 1 1 X 3547077 17613609 24401516 16724394 11634118 73920714 3547077 17613609 24401516 16724394 11634118 73920714 73920714 75120 69526 83971 172855 274546 676018 28757 27782 38829 45381 47114 187863 74784595 13425786 0.98840 0.99080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 999069 103081 77744 1024406 1158590 -159521 999069 1056566 145225 43201 1158590 1080120 15122 38676 1056566 1046745 33375 1080120 0.02380 0.97620 0 0 169032 169032 7194955 3220666 3974289 1055995 778163 277832 2591235 2095953 495282 4916435 X 13789833 1210505 1210505 12579328 0 12579328 16857757 0 16857757 0 16857757 PART V, LINE 4: MEALS ON WHEELS AND MORE, INC. ESTABLISHED THE MYRTLE AGNEW WALKER ENDOWMENT WITH THE PURPOSE OF CREATING A PERMANENT ENDOWMENT TO SUPPORT IN-HOME CARE ACTIVITIES. PART X, LINE 2: THE ORGANIZATION HAS ADOPTED ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THAT STANDARD PRESCRIBES A MINIMIUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE FOR DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTIN IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. THEH ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION RETURN FOR THE YEARS ENDED SEPTEMBER 30, 2019 AND AFTER ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. X X X 1 LAUTMAN MASKA NEILL AND COMPANY 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 FUNDRAISING SERVICES 0 1081643 90940 990703 1081643 90940 990703 TX 1 HELPING THE AGING NEEDY AND DISABLED INC 3227 E 5TH STREET AUSTIN TX 78702 741888198 501(C)(3) 85769 0 IN-HOME CARE SERVICES 1 FOOD, RENT, AND OTHER ASSISTANCE 242 114136 FMV GROCERIES, RENT, UTILITIES, HOUSEHOLD GOODS PART I, LINE 2: GRANTS ARE DESIGNATED FOR SPECIFIC PURPOSES THAT FURTHER THE MEALS ON WHEELS MISSION. CASE MANAGERS EVALUATE CLIENT NEEDS AND PROVIDE ASSISTANCE BASED ON TYPE OF NEED. PAYMENTS ARE MADE DIRECTLY TO THE VENDORS - UTILITY COMPANIES, LANDLORDS, OR PURCHASES OF ITEMS. ASSISTANCE FOR EACH CLIENT IS CAPPED AT A SPECIFIC DOLLAR AMOUNT PER YEAR EXCEPT IN EXTREME CIRCUMSTANCES APPROVED BY THE VP. ADDITIONAL ASSISTANCE IS PROVIDED TO CLIENTS VIA PARTNER ORGANIZATIONS, WHICH IS COORDINATED BY THE CASE MANAGERS. X X X X 0 0 0 0 0 0 0 0 0 HENRY VAN DE PUTTE PRES & CEO 252286 0 0 0 8000 0 0 0 5034 0 265320 0 0 0 MIGHTY CITIZEN BUSINESS OWNED BY BOARD MEMBER 43608 WEBSITE SERVICES 0 X 4 251499 FMV X 12 137580 $1.93/LB X GIFTCARDS FOR HOME REPAIR 1 383000 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY KEY STAFF AND PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST TO THE BOARD OF DIRECTORS AS THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15 SALARIES ARE ESTABLISHED BASED ON JOB PERFORMANCE, SKILL LEVEL AND EXPERIENCE. SALARY INCREASES ARE BASED ON MARKET RATES AND BUDGETARY FACTORS; THE CEO'S SALARY IS APPROVED BY THE BOARD, AND OTHER SALARIES ARE SET BY THE CEO AND HUMAN RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 ALL REQUIRED DOCUMENTS ARE AVAILABLE UPON REQUEST. HELPING THE AGING NEEDY AND DISABLED INC 3227 E 5TH STREET AUSTIN TX 78702 741888198 IN-HOME CARE GIVING TO THE ELDERLY OR DISABLED TX 501(C)(3) LINE 7 MEALS ON WHEELS AND MORE INC 1 0 1 0 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0 0 HELPING THE AGING NEEDY AND DISABLED INC L 40800 CASH HELPING THE AGING NEEDY AND DISABLED INC B 85769 CASH