2023-01-26T10:15:30-06:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 9901 IH-10 WEST STE 350 SAN ANTONIO TX 78230 990 2021-07-01 741948646 MEALS ON WHEELS SAN ANTONIO MEAL 2107355115 2718 DANBURY ST SAN ANTONIO TX 78217 VINSEN FARIS CEO 2107355115 2023-01-24 1 VINSEN FARIS 999009999 JENNIFER SIEMER P01263648 2102987900 2023-01-24 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z VINSEN FARIS 2718 DANBURY ST SAN ANTONIO TX 78217 20532690 0 X WWW.MOWSATX.ORG X 1977 TX PROVIDE SERVICES TO SENIORS ALLOWING THEM TO AGE IN PLACE WITH DIGNITY AND INDEPENDENCE. 12 12 186 1930 0 0 12802568 13633111 2182839 3385982 384616 -294899 0 0 15370023 16724194 100718 37952 0 0 4586964 6254892 232600 565165 1355322 5900331 8400963 10820613 15258972 4549410 1465222 19481984 27309681 860603 7687156 18621381 19622525 X PROVIDE SERVICES THROUGH TWO PRIMARY PROGRAMS, MEALS ON WHEELS AND GRACE PLACE ALZHEIMER'S ACTIVITY CENTERS, WHICH FOCUS ON NOURISHING LIVES, ENABLING INDEPENDENCE AND CARING FOR THE MOST FRAIL AND ISOLATED RESIDENTS IN THE GREATER SAN ANTONIO REGION. 0 0 11115213 3385982 THE MEALS ON WHEELS PROGRAM PROVIDES HEALTHY AND DELICIOUS MEALS TO SENIORS AND THOSE WHO HAVE DIFFICULTY LEAVING THEIR HOMES AND ARE UNABLE TO PREPARE A MEAL FOR THEMSELVES. IN FY22, DEDICATED VOLUNTEERS TRAVELED ACROSS THE REGION TO DELIVER 1,197,002 HOT MEALS AND ALSO PROVIDED DAILY SAFETY CHECKS AND OPPORTUNITIES FOR SOCIALIZATION. THE MEALS ON WHEELS PROGRAM ALSO PROVIDES AND DELIVERS MEALS TO SENIOR CENTERS AROUND THE CITY AND OTHER SENIOR SERVICE ORGANIZATIONS IN SURROUNDING COUNTIES ON A CONTRACT BASIS. IN FY22, 713,620 CONTRACTED MEALS WERE PREPARED AND DELIVERED. 562973 37952 GRACE PLACE ALZHEIMER'S ACTIVITY CENTERS PROVIDE SERVICES TO SENIORS WITH ALZHEIMER'S AND OTHER DEMENTIA RELATED DISEASES. ALTHOUGH GRACE PLACE CENTERS WERE CLOSED DURING FY22 DUE TO THE ONOING PANDEMIC, 200 INDIVIDUALS BENEFITTED FROM SERVICES PROVIDED SUCH AS CAREGIVER ACTIVITY PACKETS, EMAIL UPDATES OR RESOURCE REFERRALS, SPECIAL CAREGIVER MAILOUTS, AND VIRTUAL SUPPORT GROUPS. GRACE PLACE CENTERS ARE EXPECTED TO RE-OPEN IN THE NEAR FUTURE.OTHER SERVICES INCLUDE FRIENDLY VISITOR, ANIMEALS, COMFY CASAS, AND GRACE NOTES COMMUNITY CHOIR. THROUGH THE FRIENDLY VISITOR PROGRAM, VOLUNTEERS PROVIDED ADDITIONAL SOCIALIZATION AND FRIENDSHIP TO 96 CLIENTS EITHER THROUGH VIRTUAL MEETINGS, (CONTINUED ON SCHEDULE O) (CONTINUED FROM FORM 990, PAGE 2, PART III 4B) PHONE CALLS, OR PEN PAL WRITING ACTIVITIES. THROUGH ANIMEALS SERVICES, VOLUNTEERS DELIVERED 46,215 POUNDS OF PET FOOD FOR APPROXIMATELY 1137 DOGS AND 376 CATS OF SENIORS WHO WOULD OTHERWISE RISK THEIR OWN HEALTH TO SHARE THEIR MEALS WITH THEIR ANIMAL COMPANIONS. COMFY CASAS SERVICES IMPROVED LIVING CONDITIONS BY PROVIDING PLUMBING AND ROOF REPAIRS CAUSED BY A SEVERE WINTER STORM IN ADDITION TO FANS, AIR CONDITIONERS AND HEATERS TO 141 SENIORS DURING THE SUMMER AND WINTER MONTHS. GRACE NOTES COMMUNITY CHOIR IS AN INTERGENERATIONAL CHOIR FOR PEOPLE LIVING WITH DEMENTIA, PARKINSON'S DISEASE, AND OTHER NEURODEGENERATIVE DISORDERS, AND THEIR CARE PARTNERS. IN FY22, GRACE NOTES SERVED 18 INDIVIDUALS PROVIDING WEEKLY PRACTICES AND PERFORMANCES. 11678186 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 34 0 186 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X VINSEN FARIS 2107355115 4306 NW LOOP 410 SAN ANTONIO TX 78229 STEVEN DEAN CHAIR 1.00 X X 0 0 0 TOM FITZSIMMONS VICE CHAIR 1.00 X X 0 0 0 ERICA GIESE SECRETARY 1.00 X X 0 0 0 SARAH MCLAUGHLIN TREASURER 1.00 X X 0 0 0 JONATHAN AMATO TRUSTEE 1.00 X 0 0 0 KRISTEEN KESSLER TRUSTEE 1.00 X 0 0 0 JEFF SEIDEL TRUSTEE 1.00 X 0 0 0 SANDRA SULLIVAN TRUSTEE 1.00 X 0 0 0 ELIZABETH GULLICK TRUSTEE 1.00 X 0 0 0 SHIRIN ODAR TRUSTEE 1.00 X 0 0 0 EDWARD BENAVIDES TRUSTEE 1.00 X 0 0 0 CINDY STEIN HERBON TRUSTEE 1.00 X 0 0 0 HECTOR TORRES TRUSTEE 1.00 X 0 0 0 MARTY TRUSS TRUSTEE 1.00 X 0 0 0 VELMA KEMP TRUSTEE 1.00 X 0 0 0 VINSEN FARIS CEO 40.00 8.00 X 164150 0 12436 NATHAN JOHNSON CFO-OLD 40.00 X 76142 0 5032 MICHELE ANZLOVAR CFO-NEW 40.00 X 0 0 0 WILLIAM TRUELOVE COO-NEW 40.00 X 136808 0 4563 FORREST MYANE CDO 40.00 8.00 X 127609 0 10395 504709 0 32426 3 0 1 0 ZACHRY ASSOCIATES PO BOX 1739 ABILENE TX 79604 PROFESSIONAL FUNDRAISERS 451261 JUERN TECHNOLOGY 2546 MACARTHUR VIEW SAN ANTONIO TX 78217 I.T. SERVICES 153348 OPT IN EXPERTS LLC 1923 N NEW BRAUNFELS SAN ANTONIO TX 78208 FUNDRAISING CONSULTANTS 111600 OPERATIONS CONTRACTING AGENCY LLC 7104 JAMIE LYNN SCHERTZ TX 78154 DELIVERY SERVICES 101682 4 235995 4803444 8593672 78251 13633111 MEALS ON WHEELS PROGRAM 624210 3385982 3385982 3385982 149804 149804 26241 3337552 27719 3780777 -1478 -443225 -444703 -444703 16724194 3385982 0 -294899 37952 37952 580832 68063 331176 181593 4638232 4069095 339958 229179 149835 135587 7293 6955 480542 413844 28691 38007 405451 302287 74106 29058 29325 29325 27894 18787 9107 85446 85446 565165 565165 600154 538128 62026 91986 1008 90978 251746 133522 48758 69466 354418 93800 258298 2320 305712 246535 29105 30072 38341 35002 544 2795 33302 4717 13198 15387 134996 4987 130009 320674 254865 65633 176 182327 139837 39271 3219 FOOD AND KITCHEN SUPPLI 5007918 4976743 13276 17899 CONTRIBUTION 704026 704026 VEHICLE EXPENSES 197856 197856 0 0 MISCELLANEOUS 28283 25366 997 1920 6559 6559 15258972 11678186 2225464 1355322 748745 1991743 655455 1860865 1965105 1105918 1515092 1557238 15797098 68378 248462 121869 3909678 2144372 5578375 1765306 7891552 3026916 879198 14350 19481984 27309681 656257 740048 204346 6947108 860603 7687156 X 13283971 10331655 5337410 9290870 18621381 19622525 19481984 27309681 1465222 -491982 27904 0 X X 0 1 X 1 1 1 X 6186592 6361476 12295435 12802568 13633111 51279182 6186592 6361476 12295435 12802568 13633111 51279182 1779186 49499996 115447 125093 41997 45007 149804 477348 1168 11932 709 13809 51770339 8321469 0.95610 0.93840 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2017 AMOUNT: $ 1,168. 2018 AMOUNT: $ 11,932. 2019 AMOUNT: $ 709. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 5000 0 0 0 5000 0 PART II-B, LINE 1: MEALS ON WHEELS SAN ANTONIO GIVES FUNDS TO MEALS ON WHEELS ASSOCIATION OF TEXAS WHO CONDUCTS STATE AND NATIONAL LEGISLATIVE ADVOCACY ON ISSUES OF IMPORTANCE TO MEALS-SERVING ORGANIZATIONS FOR SENIORS AND ADULTS WITH DISABILITIES IN NEED OF NUTRITIONAL SUPPORT. 237801 -25002 212799 188363 49438 237801 184207 18312 14156 188363 170051 14156 184207 1.00000 0 0 632956 632956 1187560 847210 340350 1177016 725307 451709 912146 571855 340291 1765306 X 16230790 -491982 27900 -464082 16694872 29322 29322 16724194 15229646 0 15229646 29326 29326 15258972 PART V, LINE 4: THE COLONEL MARJORIE A. FERRANDINO ENDOWMENT FUNDS CONSIST OF 3 INDIVIDUAL FUNDS ESTABLISHED BY THE DONOR TO PROVIDE ANNUAL FUNDING FOR PROGRAMS. AS REQUIRED BY THE GOVERNING DOCUMENT, THE ORIGINAL CORPUS IS TO BE INVESTED IN PERPETUITY WITH ONLY THE INVESTMENT RETURN TO BE USED FOR THE MEALS ON WHEELS PROGRAM, GRACE PLACE PROGRAM, AND FRIENDLY VISITORS ACTIVITIES. PART X, LINE 2: MEALS ON WHEELS SAN ANTONIO AND MOWSA REAL ESTATE ARE ORGANIZED AS TEXAS NONPROFIT CORPORATIONS AND HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (IRC) AS ORGANIZATIONS DESCRIBED IN IRC SECTION 501(C)(3), QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER IRC SECTIONS 170(B)(1)(A)(VI) AND (VIII), AND HAVE BEEN DETERMINED NOT TO BE PRIVATE FOUNDATIONS UNDER SECTIONS 509(A)(1) AND (3), RESPECTIVELY. EACH ENTITY IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ENTITIES ARE SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. MANAGEMENT HAS DETERMINED THAT EACH ENTITY IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAVE NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. EACH ENTITY BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING THEIR ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES WOULD BE RECOGNIZED IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES WERE INCURRED. X X X 1 ZACHRY ASSOCIATES PO BOX 1739 ABILENE TX 79604 CONSULTS ON DIRECT MAIL CAMPAIGN 0 1691000 451261 1239739 OPT IN EXPERTS LLC 122 LEWIS ST 2 SAN ANTONIO TX 78212 CAPITAL CAMPAIGN ADMINISTRATION 0 1236000 111600 1124400 2927000 562861 2364139 TX SCHEDULE G, PART I, LINE 2B, COLUMN (V) WRITTEN AGREEMENT PROVIDES FOR THE PAYMENT OF FEES AND ALSO FOR THE PAYMENT OF FUNDRAISING EXPENSES, SUCH AS PRINTING, PAPER, ENVELOPES, POSTAGE, MAILING LIST, ETC. THE ORGANIZATION DISTINGUISHES PAYMENTS FOR SERVICES FROM EXPENSE PAYMENTS ACCORDINGLY AND RECORDS THEM IN SEPARATE GENERAL LEDGER ACCOUNTS. 1 MINOR HOME MODIFICATIONS 141 36540 BOOK VALUE MINOR HOME REPAIRS TO AC UNITS, PROVIDE SPACE HEATERS, PLUMBING PET SUPPLIES AND VETERINARY SERVICES 701 1412 BOOK VALUE PET SUPPLIES (KENNELS, COLLARS, LEASHES) AND VETERINARY CARE PART I, LINE 2: MINOR HOME MODIFICATIONS SUCH AS PLUMBING, AC UNITS, FANS, SPACE HEATERS, MICROWAVES, AND FRIDGES, ARE PROVIDED TO MEALS ON WHEELS CLIENTS WITHIN GRANT SPECIFICATIONS. PET SUPPLIES AND VETERINARY SERVICES ARE PROVIDED WITHIN GRANT SPECIFICATIONS. X 0 0 0 0 0 0 0 0 0 VINSEN FARIS CEO 164150 0 0 0 0 0 6566 0 5870 0 176586 0 0 0 X 5 12388 FAIR VALUE X PET FOOD, CAR WASH PACKAGES AND VOUCHERS 1438 65864 FAIR VALUE 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS REFLECTS THE NUMBER OF ORGANIZATIONS OR INDIVIDUALS THAT CONTRIBUTED ITEMS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL ACT ON BEHALF OF THE BOARD OF TRUSTEES BETWEEN BOARD OF TRUSTEES MEETINGS, AND ALL ACTIONS TAKEN SHALL BE SUBJECT TO DISCUSSION AND APPROVAL BY THE BOARD OF TRUSTEES AT THEIR NEXT MEETING. THE EXECUTIVE COMMITTEE SHALL BE MADE UP OF THE BOARD CHAIR, VICE-CHAIR, TREASURER, SECRETARY, AND IMMEDIATE PAST CHAIR. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FORM 990 WILL BE REVIEWED FIRST BY THE CFO AND CEO, THEN BY THE FINANCE COMMITTEE, AND FINALLY BY THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES AND TRUSTEES ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY. UPON HIRE, EMPLOYEES FILL OUT THE DISCLOSURE FORM AT ORIENTATION AND THEN ANNUALLY THEREAFTER. UPON APPOINTMENT, TRUSTEES FILL OUT THE DISCLOSURE FORM AND THEN ANNUALLY THEREAFTER. DISCLOSURE FORMS ARE RETAINED IN PERSONNEL FILES FOR EMPLOYEES AND ON FILE WITH THE CEO FOR TRUSTEES. EMPLOYEE CONFLICTS WOULD FIRST BE REVIEWED BY THE COO WITH INPUT FROM THE CEO AS WARRANTED. TRUSTEE CONFLICTS WOULD BE REVIEWED BY THE CEO WITH INPUT FROM THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE CEO IS EVALUATED ANNUALLY BY THE BOARD OF TRUSTEES. INPUT INTO THE EVALUATION IS SOUGHT BY TRUSTEES AND STAFF AND COMPILED BY EXECUTIVE COMMITTEE. THE REPORT IS THEN SHARED WITH THE CEO AND FILED IN HIS PERSONNEL FILE. UPON HIRE THE ORGANIZATION UTILIZED THE WERLING STUDY TO BENCHMARK COMPENSATION. AFTER HIRE, COMPENSATION CHANGES ARE EVALUATED BY THE BOARD BASED UPON PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ARE PUBLISHED ONLINE AT GUIDESTAR AND CHARITY NAVIGATOR. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. MOWSA REAL ESTATE 4306 NW LOOP 410 SAN ANTONIO TX 78229 863403803 SUPPORT MEALS ON WHEELS TX 501(C)(3) LINE 12A, I MEALS ON WHEELS SAN ANTONIO 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 MOWSA REAL ESTATE B 704026 BOOK VALUE