2022-08-10T12:53:30-05:00 2021-12-31 111986343 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2021-01-01 237447812 MEALS ON WHEELS AMERICA MEAL 7035485558 1550 CRYSTAL DRIVE 1004 ARLINGTON VA 22202 ELLIE HOLLANDER PRESIDENT AND CEO 7035485558 2022-08-10 1 ELLIE HOLLANDER 999009999 FRANK H SMITH P00639053 2022274000 2022-08-09 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ELLIE HOLLANDER 1550 CRYSTAL DRIVE 1004 ARLINGTON VA 22202 31630090 0 X WWW.MEALSONWHEELSAMERICA.ORG X 1976 DC TO EMPOWER LOCAL PROGRAMS TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF VULNERABLE SENIORS. 15 15 48 17 720 0 69392961 21122863 1612404 1662267 248833 1044284 410 720 71254608 23830134 35673180 10547209 0 0 4398080 5199620 1987933 2038798 3359532 5159363 5908450 47218556 23694077 24036052 136057 39209514 38084716 5204580 4307177 34004934 33777539 X MEALS ON WHEELS AMERICA (THE ASSOCIATION) EMPOWERS LOCAL COMMUNITY PROGRAMS TO IMPROVE THE HEALTH AND QUALITY OF LIFE OF THE SENIORS THEY SERVE SO THAT NO ONE IS LEFT HUNGRY OR ISOLATED. 0 0 16221924 10205335 494494 STRATEGY AND IMPACT - THE MEALS ON WHEELS AMERICA STRATEGY AND IMPACT TEAM PROVIDES THOUGHT LEADERSHIP, RESEARCH AND DATA, INNOVATIVE PROGRAMMING AND TOOLS, AND GRANT OPPORTUNITIES TO AID LOCAL PROGRAMS IN EXTENDING THEIR REACH AND IMPACT. THE TEAM LEVERAGES BEST PRACTICES AND EVIDENCE-BASED INTERVENTIONS IN THE FOUNDATIONAL SUPPORT SYSTEMS THAT ENABLE SENIORS TO LIVE INDEPENDENTLY: NUTRITION, SOCIALIZATION, SAFETY AND COMMUNITY CONNECTIONS AT BOTH THE NATIONAL AND LOCAL LEVELS. EXAMPLES OF SUCH INITIATIVES INCLUDE THE WORK OF MEALS ON WHEELS HEALTH THAT BRINGS TOGETHER OUR NATIONWIDE NETWORK IN PARTNERSHIP WITH HEALTHCARE PROVIDERS AND PAYERS THAT IMPROVE HEALTH OUTCOMES AND THE QUALITY OF CARE, WHILE LOWERING COSTS OF HEALTHCARE'S HIGH-RISK, SPECIAL NEEDS POPULATION. IN 2020, AS A RESULT OF THE COVID-19 PANDEMIC AND A DRAMATIC INCREASE IN DEMAND FOR HOME DELIVERED MEALS, MEALS ON WHEELS AMERICA ESTABLISHED A FUND EARMARKED FOR "RESPONSE AND RECOVERY" SUPPORT OF THE ASSOCIATION'S NATIONAL AND LOCAL MEMBER PROGRAMS. THE ASSOCIATION WAS ABLE TO INCREASE ITS MEMBER GRANTMAKING ACTIVITIES TO AN UNPRECEDENTED LEVEL IN THAT YEAR, AND AGAIN (THOUGH TO A LESSER EXTENT) IN 2021. IN ADDITION, THE ASSOCIATION IMPLEMENTED IN 2020 AND MAINTAINED IN 2021 SEVERAL OTHER MEMBER SUPPORT PROGRAMS AIMED AT MEETING THE CURRENT AND FUTURE CHALLENGES OF THE NEW PARADIGM WE FIND OURSELVES IN. THE TRUST MEALS ON WHEELS HAS BUILT OVER DECADES OF SUPPORTING SENIORS IN THEIR COMMUNITIES MEANS WE ARE INVITED INTO THE HOMES OF OUR CLIENTS DAILY, AND THEREFORE ARE ABLE TO IDENTIFY ANY THREATENING CHANGES IN THEIR CONDITION OR HOME SAFETY HAZARDS THAT NEED ATTENTION. AS SUCH, MEALS ON WHEELS IS ALSO GROWING ITS ROLE IN THE HEALTHCARE CONTINUUM, PROVIDING PREVENTATIVE SUPPORT TO OUR MOST VULNERABLE OLDER AMERICANS THAT HELPS AVERT HEALTH CRISES BEFORE THEY HAPPEN AND TO SUPPORT TRANSITIONS OUT OF HOSPITALS, NURSING HOMES AND REHAB CENTERS BACK INTO THEIR HOMES AS PAINLESSLY AS POSSIBLE. IN ADDITION, THE STRATEGY AND IMPACT TEAM ENGAGES IN RESEARCH TO DEMONSTRATE THE IMPACT AND VALUE THAT MEALS ON WHEELS HAS IN ADDRESSING HUNGER, MALNUTRITION, ISOLATION AND LONELINESS AMONG MILLIONS OF SENIORS EACH YEAR. THIS WORK SUPPORTS OUR COMMITMENT TO ENSURING THAT LOCAL MEALS ON WHEELS PROGRAMS HAVE THE TOOLS AND RESOURCES THEY NEED TO MEET THE GROWING DEMAND FOR SERVICES IN THEIR COMMUNITIES. 1569363 341874 1141523 MEMBERSHIP AND ADVOCACY - THE MEALS ON WHEELS AMERICA MEMBERSHIP AND ADVOCACY TEAM PROVIDES DIRECT MEMBER SUPPORT IN A VARIETY OF WAYS THAT INCLUDE ADVOCACY, EDUCATION AND TRAINING, PROGRAM AND CAPACITY-BUILDING SUPPORT AND NETWORKING OPPORTUNITIES. IN ADDITION, THE TEAM PROVIDES GRANTS AND REVENUE DISTRIBUTION SERVICES, PEER-TO-PEER LEARNING, AND A DISCOUNT PROGRAM THAT DELIVERS SAVINGS ON THE PRODUCTS AND SERVICES THAT LOCAL COMMUNITY-BASED NUTRITION ORGANIZATIONS RELY ON TO RUN THEIR OPERATIONS. THE TEAM PRODUCES AND PROVIDES TRAINING PROGRAMS AND LEARNING OPPORTUNITIES FOR LOCAL MEALS ON WHEELS PROGRAM STAFF THROUGH A NATIONAL CONFERENCE, STATE ASSOCIATION MEETINGS, WEBINARS, INFORMATION SHARING THROUGH ONLINE PLATFORMS, PROFESSIONAL DEVELOPMENT AND CRISIS RESPONSE TOOLS AND RESOURCES. THE MEMBERSHIP AND ADVOCACY TEAM IS ALSO ENGAGED IN ONGOING ADVOCACY INITIATIVES AND ACTIVITIES AIMED AT DRIVING SUBSTANTIAL REVENUE FOR LOCAL PROGRAMS TO SUPPORT THEIR EFFORTS TO COMBAT THE GROWING PROBLEMS OF SENIOR HUNGER AND ISOLATION. TO THAT END, WE WORK TO BUILD SUPPORT ON CAPITOL HILL AND WITHIN THE FEDERAL ADMINISTRATION TO ADVANCE LEGISLATION AND POLICIES THAT STRENGTHEN HOME-DELIVERED AND GROUP SETTING (CONGREGATE) PROGRAMS, THE VOLUNTEERS WHO MAKE THEM HAPPEN AND THE SENIORS THEY SERVE. 959660 MARKETING AND COMMUNICATIONS - THE MEALS ON WHEELS AMERICA MARKETING AND COMMUNICATIONS TEAM RAISES VISIBILITY OF THE HIDDEN AND GROWING NATIONWIDE EPIDEMICS OF SENIOR HUNGER AND ISOLATION AND THE VALUE/IMPACT OF MEALS ON WHEELS. AS SUCH, THE TEAM WORKS TO STRENGTHEN AND LEVERAGE THE MEALS ON WHEELS BRAND ACROSS AMERICA THROUGH VARIOUS THOUGHT-LEADERSHIP EFFORTS, PAID AND DONATED MEDIA AND DIGITAL MARKETING INITIATIVES. THIS WORK IS DESIGNED TO GARNER MORE FINANCIAL AND VOLUNTEER SUPPORT FOR THIS CRITICAL, YET UNDER-RESOURCED, WORK BY ENGAGING KEY INFLUENCERS ACROSS MULTIPLE SECTORS, THROUGH MULTIPLE CHANNELS, WITH A SIMPLE CALL TO ACTION TO VOLUNTEER, ADVOCATE AND/OR DONATE SO THAT NO SENIOR IS FORGOTTEN. IN ADDITION, THIS TEAM SUPPORTS THE COMMUNICATIONS NEEDS OF OUR HEALTHCARE INITIATIVES, MEMBERSHIP, AND ADVOCACY TEAMS TO ENSURE THAT THE NATIONAL NETWORK IS INFORMED, ENGAGED, AND BUILDING A SUSTAINABLE AND EFFECTIVE FUTURE ON BEHALF OF AMERICA'S OLDER ADULTS. 18750947 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 29 0 1 48 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV WY X X KENNETH C EUWEMA 7035485558 1550 CRYSTAL DRIVE 1004 ARLINGTON VA 22202 PATTI LYONS CHAIR 2.00 X X 0 0 0 CALVIN MOORE VICE CHAIR 2.00 X X 0 0 0 JOHN WIDER SECRETARY/TREASURER - UNTIL 10/2021 2.00 X X 0 0 0 JOHN MARICK SECRETARY/TREASURER - AS OF 10/2021 2.00 X X 0 0 0 NATALIE ADLER DIRECTOR 1.00 X 0 0 0 STEPHANIE ARCHER-SMITH DIRECTOR 1.00 X 0 0 0 LISA DAVIS DIRECTOR 1.00 X 0 0 0 KEVIN DONNELLAN DIRECTOR 1.00 X 0 0 0 RAQUEL ROCKY EGUSQUIZA DIRECTOR 1.00 X 0 0 0 VINSEN FARIS DIRECTOR 1.00 X 0 0 0 HOLLY HAGLER DIRECTOR 1.00 X 0 0 0 MARVIN IRBY DIRECTOR 1.00 X 0 0 0 DERRICK MASHORE DIRECTOR 1.00 X 0 0 0 SASA OLESSI MONTANO DIRECTOR - UNTIL 02/2021 1.00 X 0 0 0 SANDY NOE DIRECTOR 1.00 X 0 0 0 LUANN OATMAN DIRECTOR 1.00 X 0 0 0 JENNIFER STEELE DIRECTOR 1.00 X 0 0 0 ELLIE HOLLANDER PRESIDENT AND CEO 40.00 X 426555 0 32069 KENNETH EUWEMA CHIEF FINANCIAL & OPERATIONS OFFICER 40.00 X 193674 0 25798 LUCY THEILHEIMER CHIEF STRATEGY & IMPACT OFFICER 40.00 X 220811 0 21563 ROBERT HERBOLSHEIMER CHIEF LEGAL & COMPLIANCE OFFICER 40.00 X 228530 0 5750 KRISTINE TEMPLIN CHIEF DEVELOPMENT OFFICER 40.00 X 209726 0 14616 SUSAN WALDMAN CHIEF MARKETING & COMM. OFFICER 40.00 X 200308 0 19617 ERIKA KELLY CHIEF MEMBERSHIP & ADVOCACY OFFICER 40.00 X 174844 0 11274 JENNIFER YOUNG VICE PRESIDENT OF COMMUNICATIONS 40.00 X 114245 0 14546 KATIE JANTZI VICE PRESIDENT, GOVERNMENT AFFAIRS 40.00 X 110412 0 14807 COLLEEN CLARK SR. DIRECTOR, STRATEGIC PARTNERSHIPS 40.00 X 115761 0 9341 RAVILEEN STALEY SENIOR DIRECTOR, DATA & TECHNOLOGY 40.00 X 111276 0 10000 KELLY TRIMYER SR. DIRECTOR, STRATEGIC PARTNERSHIPS 40.00 X 116762 0 2028 2222904 0 181409 15 0 1 0 TRUESENSE MARKETING 502 KEYSTONE DRIVE WARRENDALE PA 15086 FUNDRAISING CAMPAIGN MANAGEMENT 2038798 SITUATION INTERACTIVE 469 7TH AVENUE SUITE 1300 NEW YORK NY 10018 PROJECT CONSULTING 1084447 TRAILBLAZER RESEARCH LLC 3410 RESEARCH BLVD SUITE 170 AUSTIN TX 78731 PROJECT CONSULTING 542950 MONO 1350 LAGOON AVE MINNESOTA MN 55408 PROJECT CONSULTING 481189 PUBLIC INC 50 WELLINGTON ST EAST 400 TORONTO ONTARIO CA M5E1C8 PROJECT CONSULTING 430700 11 X 76173 1168516 19878174 739906 21122863 MEMBER DISCOUNT PROG. 900099 587595 587595 HEALTHCARE CONTRACTS 900099 494494 494494 CONFERENCE 900099 342675 316425 26250 MEMBERSHIP DUES 900099 237503 237503 1662267 577666 577666 8264663 7798045 466618 466618 466618 2631 1911 720 720 23830134 1636017 720 1070534 X 10532209 10532209 15000 15000 1785135 1410258 124960 249917 2791887 1989875 640207 161805 39298 26961 11171 1166 289716 210656 57844 21216 293584 217688 49919 25977 36000 3000 33000 87467 87467 2038798 2038798 54566 54566 3130538 2558055 85605 486878 406342 406342 446466 116577 56318 273571 385502 165304 212398 7800 284597 173413 76411 34773 19629 17410 849 1370 145936 145936 82466 50249 22141 10076 22733 13852 6103 2778 MEMBER SERVICES 612834 612834 DUES AND SUBSCRIPTIONS 100473 54631 19935 25907 MISCELLANEOUS 75112 30697 26915 17500 STATE REGISTRATION FEES 17789 17789 23694077 18750947 1583598 3359532 4239119 3584130 181598 303823 3134446 2939750 5631 900 23259 44375 144124 246564 1000717 551693 503317 449024 30767597 30323834 210423 192316 39209514 38084716 3390495 2540079 376014 942902 507200 0 930871 824196 5204580 4307177 X 21809514 28884117 12195420 4893422 34004934 33777539 39209514 38084716 136057 -363452 0 X 0 1 X 1 0 X 9625423 10934346 9879320 69392961 21122863 120954913 9625423 10934346 9879320 69392961 21122863 120954913 9909462 111045451 217474 172603 193471 202901 577666 1364115 15 15 122319043 7649301 0.90780 0.88910 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 15. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 5898 0 0 1 65492 0 0 71390 0 PART II-B, LINE 1: THE ORGANIZATION'S LOBBYING ACTIVITIES INCLUDE: - MAILINGS VIA EMAIL AND SOCIAL MEDIA TO MEMBERSHIP AND SUPPORTERS REQUESTING THEM TO CONTACT THEIR MEMBERS OF CONGRESS ON MATTERS RELATING TO THE COVID-19 EMERGENCY RESPONSE, ANNUAL FEDERAL APPROPRIATIONS PROCESS, FEDERAL NUTRITION PROGRAMS, CHARITABLE TAX ISSUES, AND LEGISLATION IMPACTING SENIOR NUTRITION PROGRAMS NATIONWIDE. - DIRECT CONTACT WITH MEMBERS OF CONGRESS, THEIR STAFF, AND ADMINISTRATION OFFICIALS THROUGH MEETINGS, LETTERS, EMAILS, BRIEFINGS AND PUBLIC POLICY EVENTS RELATED TO THE COVID-19 EMERGENCY RESPONSE, OLDER AMERICANS ACT, ANNUAL FEDERAL APPROPRIATIONS PROCESS, FEDERAL NUTRITION AND HEALTHCARE PROGRAMS, AND CHARITABLE TAX ISSUES. 821057 408464 412593 179660 143229 36431 449024 DEFERRED RENT AND LEASE INCENTIVES 824196 824196 X 34333861 -363451 10919833 1911 10558293 23775568 54566 54566 23830134 34561256 10919833 1911 10921744 23639512 54566 54566 23694078 PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2021, AND DETERMINED THAT THERE ARE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,911. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,911. 1 NORTH AMERICA 0 0 GRANTMAKING 15000 0 0 0 0 0 0 15000 0 15000 NORTH AMERICA COVID-19 EMERGENCY RESPONSE 15000 WIRE TRANSFER 0 1 0 0 0 0 0 0 0 PART I, LINE 2: THE GRANTEE MUST COMPLETE A GRANT REPORT DOCUMENTING THAT FUNDS WERE USED AS DESCRIBED IN ITS PROPOSAL BEFORE THE FULL BALANCE OF THE GRANT FUNDS ARE PAID. PART I, LINE 3: THE ASSOCIATION REPORTED THE EXPENDITURES BASED ON THE ACCOUNTING METHOD USED IN ITS AUDITED FINANCIAL STATEMENTS WHICH IS ACCRUAL BASIS. PART III ACCOUNTING METHOD: X X X X X 1 TRUESENSE MARKETING 502 KEYSTONE DRIVE WARRENDALE PA 15086 DIRECT MAIL 1 2757056 2038798 718258 2757056 2038798 718258 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC SCHEDULE G, PART I, LINE 2B, COLUMN (V) ON AVERAGE, IT TAKES ABOUT THREE YEARS FOR A DIRECT MAIL PROGRAM TO COVER ALL DONOR ACQUISITION COSTS AND BEGIN NETTING REVENUE. THE ORGANIZATION HAS A "PAY-AS-YOU-GROW" AGREEMENT WITH THE FUNDRAISER, WHEREBY THE COST INCURRED BY THE FUNDRAISER ARE ONLY REIMBURSABLE TO THE EXTEND OF THE REVENUE RAISED THROUGH THE APPEAL. THE FUNDRAISER COLLECTS, PROCESSES, AND DEPOSITS THE FUNDS FROM THE DIRECT MAIL APPEALS INTO A BANK ACCOUNT CONTROLLED BY THE ORGANIZATION. 1 MEALS ON WHEELS CENTRAL TEXAS 3227 E 5TH ST AUSTIN TX 78702 237202594 501(C)(3) 641261 370000 FMV GIFT CARDS PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS OF CENTRAL MARYLAND 515 SOUTH HAVEN STREET BALTIMORE MD 21224 526074723 501(C)(3) 163529 30000 FMV GIFT CARDS PROJECT SUPPORT AND OTHER SERVICES LIFECARE ALLIANCE 1699 W MOUND ST COLUMBUS OH 43223 314379494 501(C)(3) 153874 30000 FMV GIFT CARDS PROJECT SUPPORT AND OTHER SERVICES OSCEOLA COUNCIL ON AGING 700 GENERATION POINT KISSIMMEE FL 34744 591595398 501(C)(3) 153000 76000 FMV GIFT CARDS PROJECT SUPPORT AND OTHER SERVICES CHATHAM COUNTY COUNCIL ON AGING PO BOX 715 PITTSBORO NC 27312 561084260 501(C)(3) 137402 18000 FMV GIFT CARDS PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS OF SOUTHWEST OH & NORTHERN KY 2091 RADCLIFF DRIVE CINCINNATI OH 45204 310537097 501(C)(3) 136174 0 PROJECT SUPPORT AND OTHER SERVICES SENIOR NEIGHBORS INC 678 FRONT AVE NW STE 205 GRAND RAPIDS MI 49504 237195491 501(C)(3) 129806 30000 FMV GIFT CARDS PROJECT SUPPORT AND OTHER SERVICES NORTH STAR COUNCIL ON AGING 1424 MOORE STREET FAIRBANKS AK 99701 920037749 501(C)(3) 103000 18000 FMV GIFT CARDS PROJECT SUPPORT AND OTHER SERVICES FAMILY SERVICE ROCHESTER 4600 18TH STREET NW ROCHESTER MN 55901 410883453 501(C)(3) 90754 18000 FMV GIFT CARDS PROJECT SUPPORT AND OTHER SERVICES SMOKY MOUNTAIN MEALS ON WHEELS 3509 TUCKALEECHEE PIKE MARYVILLE TN 37803 621561673 501(C)(3) 80232 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS TEXAS 9901 BRODIE LANE AUSTIN TX 78748 472777882 501(C)(3) 72500 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS CHICAGO 314 WEST SUPERIOR STREET CHICAGO IL 60654 363667584 501(C)(3) 70329 0 PROJECT SUPPORT AND OTHER SERVICES VNA MEALS ON WHEELS 1440 WEST MOCKINGBIRD LANE DALLAS TX 75247 750800692 501(C)(3) 63761 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS ORANGE COUNTY NC PO BOX 2102 CHAPEL HILL NC 27515 591721954 501(C)(3) 61577 0 PROJECT SUPPORT AND OTHER SERVICES ASTER AGING INC 45 W UNIVERSITY DRIVE MESA AZ 85201 942596075 501(C)(3) 56000 0 PROJECT SUPPORT AND OTHER SERVICES NORTHEAST KANSAS AREA AGENCY ON AGING 1803 OREGON AVENUE HIAWATHA KS 66434 480802891 501(C)(3) 55727 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS OF METRO TULSA 12620 E 31ST ST TULSA OK 74146 731125389 501(C)(3) 55120 0 PROJECT SUPPORT AND OTHER SERVICES YARNELL REGIONAL COMMUNITY CENTER PO BOX 641 YARNELL AZ 85362 742467916 501(C)(3) 55100 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS WESTERN SOUTH DAKOTA 1621 SHERIDAN LAKE ROAD SUITE C RAPID CITY SD 57702 460362991 501(C)(3) 55000 0 PROJECT SUPPORT AND OTHER SERVICES ATHENS COMMUNITY COUNCIL ON AGING 135 HOYT ST ATHENS GA 30601 580977680 501(C)(3) 53570 0 PROJECT SUPPORT AND OTHER SERVICES MOBILE MEALS OF SOUTHERN ARIZONA 4803 E 5TH ST STE 209 TUCSON AZ 85711 237157579 501(C)(3) 52451 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS SPOKANE 1222 W 2ND AVE SPOKANE WA 99201 910833015 501(C)(3) 50444 0 PROJECT SUPPORT AND OTHER SERVICES FRIENDSHIP TRAYS INC PO BOX 241046 CHARLOTTE NC 28203 561201496 501(C)(3) 50000 0 PROJECT SUPPORT AND OTHER SERVICES ST JOHNS COUNTY COUNCIL ON AGING INC 180 MARINE STREET ST AUGUSTINE FL 32084 591525829 501(C)(3) 49623 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS OF NORMAN 528 E MAIN ST NORMAN OK 73071 730931924 501(C)(3) 47133 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS NORTHEAST TENNESSEE 704 ROLLING HILLS DRIVE JOHNSON CITY TN 37604 620928394 501(C)(3) 46118 0 PROJECT SUPPORT AND OTHER SERVICES THE HERITAGE AREA AGENCY ON AGING 6301 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 830545648 501(C)(3) 45421 0 PROJECT SUPPORT AND OTHER SERVICES AGEWELL SERVICES 275 WEST CLAY AVENUE MUSKEGON MI 49440 382033822 501(C)(3) 45000 0 PROJECT SUPPORT AND OTHER SERVICES VOLUNTARY ACTION CENTER MEALS ON WHEELS 1606 BETHANY ROAD SYCAMORE IL 60178 362798257 501(C)(3) 45000 0 PROJECT SUPPORT AND OTHER SERVICES GREATER BOSTON CHINESE GOLDEN AGE CENTER 75 KNEELAND STREET BOSTON MA 02111 237181452 501(C)(3) 45000 0 PROJECT SUPPORT AND OTHER SERVICES SENIOR SERVICES OF ALEXANDRIA 206 N WASHINGTON STREET 301 ALEXANDRIA VA 22314 540842806 501(C)(3) 44274 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS OF ALBUQUERQUE PO BOX 92614 ALBUQUERQUE NM 87199 850307043 501(C)(3) 43735 0 PROJECT SUPPORT AND OTHER SERVICES SENIORCARE INC 49 BLACKBURN CENTER GLOUCESTER MA 01930 042512171 501(C)(3) 43519 0 PROJECT SUPPORT AND OTHER SERVICES ETHOS 555 AMORY STREET JAMAICA PLAIN MA 02130 237304163 501(C)(3) 41100 0 PROJECT SUPPORT AND OTHER SERVICES COUNCIL ON AGING FOR HENDERSON COUNTY 105 KING CREEK BLVD HENDERSONVILLE NC 28792 560936674 501(C)(3) 40971 0 PROJECT SUPPORT AND OTHER SERVICES CENTRAL VERMONT COUNCIL ON AGING 59 N MAIN ST SUITE 200 BARRE VT 05641 030276104 501(C)(3) 40572 0 PROJECT SUPPORT AND OTHER SERVICES LONGMONT MEALS ON WHEELS 910 LONGS PEAK AVE LONGMONT CO 80501 840590979 501(C)(3) 40515 0 PROJECT SUPPORT AND OTHER SERVICES SENIOR RESOURCES OF GUILFORD 1401 BENJAMIN PARKWAY GREENSBORO NC 27408 561181577 501(C)(3) 40515 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS INC OF TARRANT COUNTY 5740 AIRPORT FREEWAY FORT WORTH TX 76117 751568798 501(C)(3) 40349 0 PROJECT SUPPORT AND OTHER SERVICES ALBEMARLE COMMISSION SENIOR NUTRITION PROGRAM 512 SOUTH CHURCH STREET HERTFORD NC 27944 111111111 N/A 40000 0 PROJECT SUPPORT AND OTHER SERVICES CARELINK PO BOX 5988 NORTH LITTLE ROCK AR 72119 710521402 501(C)(3) 40000 0 PROJECT SUPPORT AND OTHER SERVICES KENNETH YOUNG CENTER MEALS ON WHEELS 1001 ROHLWING RD ELK GROVE VILLAGE IL 60007 237181444 501(C)(3) 39829 0 PROJECT SUPPORT AND OTHER SERVICES COMMUNITY EMERGENCY SERVICE 1900 11TH AVE S MINNEAPOLIS MN 55404 411728341 501(C)(3) 39330 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS OF WAKE COUNTY 1001 BLAIR DRIVE SUITE 100 RALEIGH NC 27603 561061085 501(C)(3) 39302 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS SAN FRANCISCO 1375 FAIRFAX AVENUE SAN FRANCISCO CA 94124 941741155 501(C)(3) 39002 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS OF SARASOTA INC 421 N LIME AVE SARASOTA FL 34237 591391249 501(C)(3) 38812 0 PROJECT SUPPORT AND OTHER SERVICES YPSILANTI MEALS ON WHEELS 1110 W CROSS ST YPSILANTI MI 48197 382038528 501(C)(3) 38540 0 PROJECT SUPPORT AND OTHER SERVICES BARRE HOUSING SERVICESCITY HOTEL CAF 30 WASHINGTON ST BARRE VT 05641 465180875 501(C)(3) 38072 0 PROJECT SUPPORT AND OTHER SERVICES SENIOR RESOURCES INC 2817 MILLWOOD AVE COLUMBIA SC 29205 570484965 501(C)(3) 37500 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS FOR GREATER HOUSTON 3303 MAIN STREET HOUSTON TX 77002 741488102 501(C)(3) 37274 0 PROJECT SUPPORT AND OTHER SERVICES GREAT NORTHERN SERVICES 310 BOLES STREET WEED CA 96094 942562423 501(C)(3) 37253 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS OF RHODE ISLAND 70 BATH ST PROVIDENCE RI 02908 050340723 501(C)(3) 36714 0 PROJECT SUPPORT AND OTHER SERVICES CATHOLIC CHARITIES SENIOR DININGMOWS 157 ROOSEVELT ROAD ST CLOUD MN 56301 410737799 501(C)(3) 36672 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS DIABLO REGION 1300 CIVIC DRIVE WALNUT CREEK CA 94596 680044205 501(C)(3) 36004 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS OF SOLANO COUNTY 95 MARINA CENTER SUISUN CITY CA 94585 942453452 501(C)(3) 36004 0 PROJECT SUPPORT AND OTHER SERVICES COMMUNITY SERVINGS INC 179 AMORY STREET BOSTON MA 02130 223154028 501(C)(3) 36000 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS OF MERCER COUNTY 320 HOLLOWBROOK DRIVE EWING NJ 08638 221990231 501(C)(3) 35187 0 PROJECT SUPPORT AND OTHER SERVICES TEMPE COMMUNITY ACTION AGENCY 2146 E APACHE BLVD TEMPE AZ 85281 860254820 501(C)(3) 35000 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS OF OKLAHOMA CITY 222 NORTHWEST 15TH STREET OKLAHOMA CITY OK 73103 730580268 501(C)(3) 35000 0 PROJECT SUPPORT AND OTHER SERVICES SENIOR LIFE RESOURCES MEALS ON WHEELS 1824 FOWLER STREET RICHLAND WA 99352 910909913 501(C)(3) 34944 0 PROJECT SUPPORT AND OTHER SERVICES GREATER SPOKANE COUNTY MEALS ON WHEELS 12101 EAST SPRAGUE AVENUE SPOKANE VALLEY WA 99206 911042546 501(C)(3) 34666 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS PEOPLE 7710 SW 31ST AVENUE PORTLAND OR 97219 930584318 501(C)(3) 34557 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS PROGRAMS & SERVICES OF ROCKLAND INC 121 WEST NYACK ROAD NANUET NY 10954 132831197 501(C)(3) 34030 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS OF HANCOCK COUNTY 630 NORTH STATE STREET GREENFIELD IN 46140 352117913 501(C)(3) 34000 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS OF LONG BEACH INC PO BOX 15688 LONG BEACH CA 90815 952829715 501(C)(3) 34000 0 PROJECT SUPPORT AND OTHER SERVICES MONTGOMERY AREA COUNCIL ON AGING 115 E JEFFERSON STREET MONTGOMERY AL 36104 630634950 501(C)(3) 33810 0 PROJECT SUPPORT AND OTHER SERVICES LUTHERAN SOCIAL SERVICES OF MINNESOTA 2485 COMO AVE SAINT PAUL MN 55108 410872993 501(C)(3) 33754 0 PROJECT SUPPORT AND OTHER SERVICES TAMPA BAY NETWORK TO END HUNGER 4532 WEST KENNEDY BOULEVARD TAMPA FL 33609 364758155 501(C)(3) 33623 0 PROJECT SUPPORT AND OTHER SERVICES CARSON CITY SENIOR CITIZEN CENTER 911 BEVERLY DRIVE CARSON CITY NV 89706 880123061 501(C)(3) 33494 0 PROJECT SUPPORT AND OTHER SERVICES LEXINGTON COUNTY RECREATION AND AGING COMMISSION 125 PARKER STREET LEXINGTON SC 29072 111111111 N/A 33494 0 PROJECT SUPPORT AND OTHER SERVICES SERVICE OPPORTUNITY FOR SENIORS 2235 POLVOROSA DR STE 260 SAN LEANDRO CA 94577 941725204 501(C)(3) 32953 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS GUERNSEY COUNTY 1022 CARLISLE AVE CAMBRIDGE OH 43725 310814891 501(C)(3) 32774 0 PROJECT SUPPORT AND OTHER SERVICES FEEDMORE WNY 100 JAMES E CASEY DR BUFFALO NY 14206 222470820 501(C)(3) 32354 0 PROJECT SUPPORT AND OTHER SERVICES MCDOWELL COUNTY COMMISSION ON AGING 725 STEWART STREET WELCH WV 24801 550567694 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25000 0 PROJECT SUPPORT AND OTHER SERVICES WAYNE COUNTY SENIOR SERVICES 3600 COMMERCE COURT WAYNE MI 48184 386004895 501(C)(3) 25000 0 PROJECT SUPPORT AND OTHER SERVICES CHIPPEWA LUCE MACKINAC COMMUNITY ACTION AGENCY 524 ASHMUN STREET SAULT STE MARIE MI 49783 381798626 501(C)(3) 25000 0 PROJECT SUPPORT AND OTHER SERVICES KENAI SENIOR SERVICESCITY OF KENAI 361 SENIOR CT KENAI AK 99611 920131229 501(C)(3) 25000 0 PROJECT SUPPORT AND OTHER SERVICES SOUND GENERATIONS MEALS ON WHEELS KING COUNTY 2208 2ND AVENUE SEATTLE WA 98121 910823767 501(C)(3) 25000 0 PROJECT SUPPORT AND OTHER SERVICES SENIOR SERVICES SOUTHWEST MICHIGAN 918 JASPER STREET KALAMAZOO MI 49001 381747660 501(C)(3) 25000 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS OF ASHEVILLE-BUNCOMBE COUNTY 146 VICTORIA ROAD ASHEVILLE NC 28801 561115597 501(C)(3) 25000 0 PROJECT SUPPORT AND OTHER SERVICES OPEN ARMS OF MINNESOTA 2500 BLOOMINGTON AVENUE MINNEAPOLIS MN 55404 411681317 501(C)(3) 25000 0 PROJECT SUPPORT AND OTHER 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SUPPORT AND OTHER SERVICES ALAMANCE COUNTY MEALS ON WHEELS INC 411 W 5TH STREET SUITE A BURLINGTON NC 27215 561061980 501(C)(3) 23451 0 PROJECT SUPPORT AND OTHER SERVICES SOURCEPOINT 800 CHESHIRE RD DELAWARE OH 43015 311354284 501(C)(3) 23380 0 PROJECT SUPPORT AND OTHER SERVICES EDMOND MOBILE MEALS INC 25 W 3RD ST EDMOND OK 73003 731250443 501(C)(3) 23133 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS OF COWETA PO BOX 73437 NEWNAN GA 30271 581274374 501(C)(3) 23000 0 PROJECT SUPPORT AND OTHER SERVICES WILLIAMSBURG AREA MEALS ON WHEELS 1769 JAMESTOWN ROAD WILLIAMSBURG VA 23185 540952118 501(C)(3) 23000 0 PROJECT SUPPORT AND OTHER SERVICES IONIA COUNTY COMMISSION ON AGING 115 HUDSON STREET IONIA MI 48846 386004857 501(C)(3) 23000 0 PROJECT SUPPORT AND OTHER SERVICES MEALS ON WHEELS OF WESTERN MICHIGAN 2900 WILSON AVE SW SUITE 500 GRANDVILLE MI 49418 382535537 501(C)(3) 22871 0 PROJECT SUPPORT AND OTHER SERVICES ROSE CENTERS FOR AGING WELL 11890 FAIRHILL ROAD CLEVELAND OH 44120 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THE ASSOCIATION GENERALLY RESERVES THE RIGHT TO DISQUALIFY ANY UNAPPROVED USE OF GRANT FUNDS AND, IF NECESSARY, REQUIRES REFUND OF UNAPPROVED AND/OR UNUSED GRANT FUNDS. THE EXCEPTION TO THIS PROCEDURE IS THE SUBARU SHARE THE LOVE GRANT PROGRAM (WHERE GRANTS ARE FOR UNRESTRICTED GENERAL OPERATING PURPOSES); THIS GRANT IS AWARDED DURING THE CAMPAIGN AND IS MONITORED AFTER DISTRIBUTION BY THE MEMBERSHIP AND DEVELOPMENT TEAMS FOR APPROPRIATE USAGE. X X X 0 0 0 0 0 0 0 1 0 ELLIE HOLLANDER PRESIDENT AND CEO 375378 0 50000 0 1177 0 12106 0 19963 0 458624 0 0 0 LUCY THEILHEIMER CHIEF STRATEGY & IMPACT OFFICER 212634 0 7000 0 1177 0 6538 0 15025 0 242374 0 0 0 ROBERT HERBOLSHEIMER CHIEF LEGAL & COMPLIANCE OFFICER 184353 0 7000 0 37177 0 3996 0 1754 0 234280 0 0 0 KRISTINE TEMPLIN CHIEF DEVELOPMENT OFFICER 198549 0 10000 0 1177 0 6025 0 8591 0 224342 0 0 0 SUSAN WALDMAN CHIEF MARKETING & COMM. OFFICER 192131 0 7000 0 1177 0 6041 0 13576 0 219925 0 0 0 KENNETH EUWEMA CHIEF FINANCIAL & OPERATIONS OFFICER 185497 0 7000 0 1177 0 5028 0 20770 0 219472 0 0 0 ERIKA KELLY CHIEF MEMBERSHIP & ADVOCACY OFFICER 166667 0 7000 0 1177 0 5149 0 6125 0 186118 0 0 0 PART I, LINE 7 DURING THE YEAR ENDED DECEMBER 31, 2021, THE PRESIDENT AND CEO RECEIVED A DISCRETIONARY BONUS AS APPROVED BY THE BOARD OF DIRECTORS. ALL OTHER OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES RECEIVED A DISCRETIONARY BONUS AS APPROVED BY THE PRESIDENT AND CEO, AND ENDORSED BY THE BOARD OF DIRECTORS. X 14 80206 FMV X GIFT CARDS 2 645000 FMV X MASKS 1 14700 FMV 0 1 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION IS A MEMBERSHIP ORGANIZATION CONSISTING OF GENERAL MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS' OFFICERS OF THE ASSOCIATION ARE ELECTED BY ITS GENERAL MEMBERS EVERY TWO YEARS. FORM 990, PART VI, SECTION A, LINE 7B GENERAL MEMBERS OF THE ASSOCIATION HAVE AUTHORITY TO AMEND OR REPEAL THE BYLAWS, AND APPOINT OR REMOVE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE ASSOCIATION'S DRAFT OF IRS FORM 990 UNDERGOES A NUMBER OF INTERNAL AND EXTERNAL REVIEWS BEFORE IT IS FILED WITH THE IRS.IT IS PREPARED BY THE SENIOR DIRECTOR OF FINANCE AND THE ORGANIZATION'S INDEPENDENT AUDITORS AND THEN REVIEWED BY THE CHIEF FINANCIAL AND OPERATIONS OFFICER AND THE PRESIDENT AND CEO BEFORE PRESENTATION TO THE AUDIT COMMITTEE.THE FINAL DRAFT OF THE FORM 990 IS THEN PROVIDED TO THE AUDIT COMMITTEE AT LEAST THREE BUSINESS DAYS PRIOR TO AN AUDIT COMMITTEE MEETING WHERE IT IS PRESENTED BY MANAGEMENT AND THE ORGANIZATION'S INDEPENDENT AUDITORS FOR ACCEPTANCE BY THE COMMITTEE. ONCE ACCEPTED BY THE AUDIT COMMITTEE, IT IS THEN SENT TO THE BOARD OF DIRECTORS WITH A RECOMMENDATION THAT IT BE ACCEPTED AS FINAL. COPIES OF THE FULL FORM 990 ARE MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR A REVIEW AND COMMENT PERIOD OF NO LESS THAN THREE BUSINESS DAYS PRIOR A VOTE OF UNANIMOUS CONSENT WITH THE AUDIT COMMITTEE'S RECOMMENDATIONS, THEN FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD DIRECTORS ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND SUBMIT A DISCLOSURE STATEMENT ANNUALLY. IT IS THE RESPONSIBILITY OF THE BOARD OF DIRECTORS TO BRING ANY CONFLICTS UP AS THEY ARISE. THE ASSOCIATION REGULARLY AND CONSISTENTLY REQUIRES BOARD MEMBERS TO RECUSE THEMSELVES FROM PARTICIPATING IN ANY MATTER IN WHICH THEY HAVE A PERSONAL INTEREST. THIS IS REQUIRED IN THE ASSOCIATION'S BYLAWS. FURTHER, THE ASSOCIATION'S CHIEF LEGAL AND COMPLIANCE OFFICER OVERSEES COMPLIANCE WITH CONFLICT OF INTEREST AND OTHER ORGANIZATIONAL POLICIES. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT AND CEO'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS, DURING EXECUTIVE SESSION OF A REGULARLY SCHEDULED MEETING, USING BENCHMARKING COMPENSATION DATA FROM INDEPENDENT STUDIES AND INFORMAL SURVEYS OF SIMILAR ORGANIZATIONS. COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE PRESIDENT AND CEO BASED ON AN INDEPENDENTLY PREPARED COMPENSATION STUDY AND BASED ON AN OVERALL COMPENSATION PHILOSOPHY APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE ASSOCIATION'S WEBSITE, THE BBB WISE GIVING ALLIANCE, OR UPON REQUEST. FORM 990, PART VII, LINE 1E: THE AMOUNT INCLUDES $512,976 OF THE PAYCHECK PROTECTION PROGRAM LOAN FROM THE U.S. SMALL BUSINESS ADMINISTRATION, WHICH WAS FULLY FORGIVEN DURING THE COURSE OF THE YEAR. FORM 990, PART IX, LINE 11G HEALTHCARE PROJECT CONSULTING: PROGRAM SERVICE EXPENSES 137,350. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 137,350. COVID-19 EMERGENCY RESPONSE CONSULTING: PROGRAM SERVICE EXPENSES 2,018,122. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,018,122. OTHER PROJECT SUPPORT CONSULTING: PROGRAM SERVICE EXPENSES 402,583. MANAGEMENT AND GENERAL EXPENSES 85,605. FUNDRAISING EXPENSES 486,878. TOTAL EXPENSES 975,066.