2025-05-05T16:24:55-05:00 2024-06-30 742606559 ADKF PC 9601 MCALLISTER FREEWAY SUITE 800 SAN ANTONIO TX 78216 990 2023-07-01 741948646 MEALS ON WHEELS SAN ANTONIO MEAL 2107355115 2718 DANBURY ST SAN ANTONIO TX 78217 VINSEN FARIS CEO 2107355115 2025-05-05 1 1 JOSEPH A HERNANDEZ P00950841 2108291300 2025-05-05 2023 2025-03-06 01:10:19Z VINSEN FARIS 2718 DANBURY ST SAN ANTONIO TX 78217 19613033 0 X WWW.MOWSATX.ORG X 1977 TX PROVIDE SERVICES TO SENIORS ALLOWING THEM TO AGE IN PLACE WITH DIGNITY AND INDEPENDENCE. 13 13 168 5081 0 0 11461366 14341086 3612994 4624877 152264 209405 64760 191269 15291384 19366637 342885 296987 0 0 6964759 7491012 509170 497331 1435102 10584165 11460797 18400979 19746127 -3109595 -379490 39634586 39814146 22639636 22509794 16994950 17304352 TO PROVIDE SERVICES WHICH FOCUS ON NOURISHING LIVES, ENABLING INDEPENDENCE AND CARING FOR THE MOST FRAIL AND ISOLATED RESIDENTS IN THE GREATER SAN ANTONIO REGION. 0 0 15785703 41903 4624877 THE MEALS ON WHEELS PROGRAM PROVIDES HEALTHY AND DELICIOUS MEALS TO SENIORS AND DISABLED INDIVIDUALS WHO HAVE DIFFICULTY LEAVING THEIR HOMES OR ARE UNABLE TO PREPARE A MEAL FOR THEMSELVES. IN FY24, 2,495 DEDICATED VOLUNTEERS TRAVELED ACROSS THE REGION TO DELIVER 1,253,523 NUTRITIOUS MEALS, OFFERING DAILY SAFETY CHECKS AND OPPORTUNITIES FOR SOCIALIZATION.THE MEALS ON WHEELS PROGRAM ALSO PREPARES AND DELIVERS MEALS TO THE CITY OF SAN ANTONIO SENIOR CENTERS AND OTHER SENIOR SERVICE ORGANIZATIONS IN BEXAR AND SURROUNDING COUNTIES ON A CONTRACT BASIS. IN FY24, 940,978 CONTRACTED MEALS WERE PREPARED AND DELIVERED. 1529792 255084 OTHER SERVICES INCLUDE THE GRACE PLACE ALZHEIMER'S CENTER & SERVICES, FRIENDLY VISITOR, ANIMEALS, AND COMFY CASAS. THE GRACE PLACE ALZHEIMER'S CENTER PROVIDES CARE AND ACTIVITIES FOR INDIVIDUALS LIVING WITH DEMENTIA, FOCUSING ON MAINTAINING THEIR ABILITIES WHILE OFFERING CRUCIAL CAREGIVER SUPPORT AND RESPITE. DURING FY24, 425 INDIVIDUALS WITH DEMENTIA AND THEIR CAREGIVERS BENEFITED FROM SERVICES SUCH AS RESPITE CARE, CAREGIVER ACTIVITY PACKETS, RESOURCE REFERRALS, VIRTUAL SUPPORT GROUPS, AND THE GRACE NOTES CHOIR. THROUGH FRIENDLY VISITOR SERVICES, 300 VOLUNTEERS PROVIDED ADDITIONAL SOCIALIZATION AND COMPANIONSHIP TO SOCIALLY ISOLATED SENIORS THROUGH VIRTUAL MEETINGS, PHONE CALLS, OR PEN-PAL WRITING ACTIVITIES. 17315495 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 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 38 0 1 168 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X VINSEN FARIS 2107355115 4306 NW LOOP 410 SAN ANTONIO TX 78229 SARAH MCLAUGHLIN CHAIR 1.00 X X 0 0 0 CINDY STEIN HERBON VICE CHAIR 1.00 X X 0 0 0 KRISTEEN KESSLER SECRETARY 1.00 X X 0 0 0 HECTOR TORRES TREASURER 1.00 X X 0 0 0 STEVEN DEAN PAST CHAIR 1.00 X 0 0 0 EDWARD BENAVIDES TRUSTEE 1.00 X 0 0 0 FERNANDA CARDENAS TRUSTEE 1.00 X 0 0 0 TOM FITZSIMMONS TRUSTEE 1.00 X 0 0 0 VELMA KEMP TRUSTEE 1.00 X 0 0 0 SHIRIN ODAR TRUSTEE 1.00 X 0 0 0 JEFF SEIDEL TRUSTEE 1.00 X 0 0 0 SANDY SULLIVAN TRUSTEE 1.00 X 0 0 0 MARTY TRUSS TRUSTEE 1.00 X 0 0 0 VINSEN FARIS CEO 40.00 8.00 X 196148 0 13302 MICHELE ANZLOVAR FORMER CFO 40.00 X 154676 0 8540 FORREST MYANE CDO 40.00 8.00 X 143832 0 12028 KATE PHIPPS CSO 40.00 X 141127 0 10035 635783 0 43905 4 0 1 0 LABATT FOOD SERVICE LLC PO BOX 1739 ABILENE TX 79604 FOOD SUPPLIES 5468760 JOERIS GENERAL CONTRACTORS LTD 823 ARION PKWY SAN ANTONIO TX 78216 CONTRACTOR SERVICES 856121 POLLOCK INVESTMENTS INC 412 E HURON ST ANN HARBOR MI 48104 GROCERIES/KITCHEN SUPPLIES 760697 OPERATIONS CONTRACTING AGENCY LLC 7828 PAT BOOKER RD LIVE OAK TX 78233 CONTRACTOR SERVICES 615863 ZACHRY ASSOCIATES 3457 CURRY LN ABLINE TX 79606 MARKETING SERVICES 456239 5 510027 9448413 4382646 171163 14341086 MEALS ON WHEELS PROGRAM 624210 4624877 4624877 4624877 247151 247151 37746 -37746 -37746 -37746 271047 208650 62397 62397 MISCELLANEOUS REVENUE 900099 128872 128872 128872 19366637 4624877 0 400674 296987 296987 635783 529943 56256 49584 5177270 4315402 458099 403769 180128 169065 2235 8828 1497831 1405831 18589 73411 497331 497331 41318 41318 259055 83285 56500 119270 165121 117005 1814 46302 310256 218868 35434 55954 797481 757898 20240 19343 98281 88822 3260 6199 27227 11666 1801 13760 151884 2196 149688 291111 247039 43165 907 150410 129731 14907 5772 FOOD AND KITCHEN SUPPLI 7094224 7088689 5535 CONTRACT SERVICES 1386112 1263049 69810 53253 VEHICLE EXPENSES 407830 388755 19075 IN KIND 171163 96065 75098 109324 105199 3339 786 19746127 17315495 995530 1435102 411294 148877 1351984 130895 886874 88583 1616895 2891714 15642000 15642000 332768 220423 68094 154380 5461486 2069534 2774881 3391952 3439665 4149540 13110131 12995782 39634586 39814146 1182129 1340596 91530 100024 6910370 6872933 14455607 14196241 22639636 22509794 X 15323175 16437870 1671775 866482 16994950 17304352 39634586 39814146 -379490 688892 0 X 0 1 X 1 1 1 X 12295435 12802568 13633111 11455127 14341086 64527327 12295435 12802568 13633111 11455127 14341086 64527327 1503052 63024275 41997 45007 149804 152264 247151 636223 27782 83971 172855 128872 413480 65577030 11125326 0.96110 0.96150 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 27,782. 2020 AMOUNT: $ 83,971. 2021 AMOUNT: $ 172,855. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 128,872. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 253077 70133 323210 212799 40278 253077 237801 -25002 212799 188363 49438 237801 184207 18312 14156 188363 0 0 632956 632956 1193541 897409 296132 1329319 22594 1306725 872527 240032 632495 1433143 909499 523644 3391952 INTERCOMPANY RECEIVABLE 292916 OPERATING LEASE RIGHT OF USE ASSET 12702866 12995782 OPERATING LEASE RIGHT OF USE LIABILITY 14196241 14196241 X 20016954 688892 2743 691635 19325319 41318 41318 19366637 19707552 2743 2743 19704809 41318 41318 19746127 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 SERVICE 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. 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 X X X 1 ZACHRY ASSOCIATES PO BOX 1739 ABILENE TX 79604 CONSULTS ON DIRECT MAIL 0 2077864 456239 1621625 STELTER COMPANY LEWIS ST 2 SAN ANTONIO TX 78212 DIGITAL MARKETING PLATFORM 0 180864 41092 139592 2258728 497331 1761217 SPECIAL EVENTS 271047 271047 188974 19676 271047 271047 188974 19676 208650 62397 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 PROGRAM EXTRAS 265 47747 BOOK VALUE ADDITIONAL SUPPORT TO ELDERLY IN NEED ACTIVITIES/CLIENTS 201 44574 BOOK VALUE KITS/ITEMS FOR ALZHEIMER CENTER CLIENTS HOME REPAIRS 11 135343 BOOK VALUE REPAIRS FOR QUALIFYING RECIPIENTS HVAC/EQUIPMENT/OTHER 1041 23948 BOOK VALUE VARIOUS HOME APPLIANCES PET FOOD 521 45375 BOOK VALUE PET SUPPLIES (KENNELS, COLLARS, AND LEASHES) AND VETERINARY CARE 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 0 0 0 0 0 0 0 0 0 VINSEN FARIS CEO 196148 0 0 0 0 0 8506 0 4796 0 209450 0 0 0 MICHELE ANZLOVAR FORMER CFO 154676 0 0 0 0 0 6192 0 2348 0 163216 0 0 0 FORREST MYANE CDO 143832 0 0 0 0 0 6223 0 5805 0 155860 0 0 0 KATE PHIPPS CSO 141127 0 0 0 0 0 4255 0 5780 0 151162 0 0 0 X 43206 FAIR VALUE X CLIENT ASSISTANCE 0 43648 FAIR VALUE X PET FOOD, SUPPLIES, ENTERTAINMENT 0 32215 FAIR VALUE X OTHER ASSISTANCE AND PROGRAM SUPPORT 0 30669 FAIR VALUE X GIFT CARDS 0 12125 FAIR VALUE X ADVERTISING 0 5800 FAIR VALUE X GALA (ENTERTAINMENT 0 3500 FAIR VALUE 0 0 0 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 AUDIT 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 DISCLOSURES 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 ARE 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 FORM THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A THE CEO IS EVALUATED ANNUALLY BY THE BOARD OF TRUSTEES. INPUT INTO THE EVALUATION IS SOUGHT BY THE 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 ON ORGANIZATION'S WEBSITE, GUIDESTAR, AND CHARITY NAVIGATOR. MOWSA REAL ESTATE 2718 DANBURY ST SAN ANTONIO TX 78217 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 1 1 0 1 1 0 0 0 0 MOWSA REAL ESTATE B 1076110 BOOK VALUE