2022-03-10T09:46:13-06:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 9901 IH-10 WEST STE 350 SAN ANTONIO TX 78230 990 2020-07-01 741948646 MEALS ON WHEELS SAN ANTONIO MEAL 2107355115 4306 NW LOOP 410 SAN ANTONIO TX 78229 VINSEN FARIS CEO 2107355115 2022-03-09 1 VINSEN FARIS 999009999 JENNIFER SIEMER P01263648 2102987900 2022-03-09 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z VINSEN FARIS 4306 NW LOOP 410 SAN ANTONIO TX 78229 15384749 0 X WWW.MOWSATX.ORG X 1977 TX PROVIDE SERVICES TO SENIORS ALLOWING THEM TO AGE IN PLACE WITH DIGNITY AND INDEPENDENCE. 12 12 150 2395 0 0 12295435 12802568 825016 2182839 55386 384616 -8790 0 13167047 15370023 69555 100718 0 0 4325665 4586964 210000 232600 1036200 3968677 5900331 8573897 10820613 4593150 4549410 15030285 19481984 1385484 860603 13644801 18621381 X PROVIDE SERVICES THROUGH TWO 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 SAN ANTONIO COMMUNITY. 0 0 8132642 4702 2182839 THE MEALS ON WHEELS PROGRAM PROVIDES HEALTHY AND DELICIOUS LUNCH TIME MEALS TO SENIORS AND THOSE WHO HAVE DIFFICULTY LEAVING THEIR HOMES AND ARE UNABLE TO PREPARE A MEAL FOR THEMSELVES. IN FY21, DEDICATED VOLUNTEERS TRAVELED ACROSS THE REGION TO DELIVER 1,060,265 HOT MEALS AND ALSO PROVIDED DAILY SAFETY CHECKS AND OPPORTUNITIES FOR SOCIALIZATION. IN ADDITION, 18,925 SHELF STABLE MEAL BOXES WERE DELIVERED AT LEAST ONCE QUARTERLY IN FY21. 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 FY21, 453,512 CONTRACTED MEALS WERE PREPARED AND DELIVERED. 387833 96016 OTHER PROGRAMS CONSIST OF GRACE PLACE, FRIENDLY VISITOR, ANIMEALS, COMFY CASAS, AND GRACE NOTES COMMUNITY CHOIR. 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 FY21 DUE TO THE ONOING PANDEMIC, 164 INDIVIDUALS BENEFITTED FROM SERVICES PROVIDED SUCH AS 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. THROUGH THE FRIENDLY VISITOR PROGRAM, VOLUNTEERS PROVIDED ADDITIONAL SOCIALIZATION AND FRIENDSHIP TO 213 CLIENTS EITHER THROUGH VIRTUAL MEETINGS, PHONE CALLS, OR PEN PAL WRITING ACTIVITIES. THROUGH THE ANIMEALS PROGRAM, VOLUNTEERS DELIVERED 46,215 POUNDS OF PET FOOD FOR APPROXIMATELY 600 DOGS AND 400 CATS OF SENIORS WHO WOULD OTHERWISE RISK THEIR OWN HEALTH TO SHARE THEIR MEALS WITH THEIR ANIMAL COMPANIONS. THE COMFY CASAS PROGRAM IMPROVED LIVING CONDITIONS BY PROVIDING PLUMBING AND ROOF REPAIRS CAUSED BY A SEVERE WINTER STORM IN ADDITION TO FANS, AIR CONDITIONERS AND HEATERS TO 274 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 FY21, GRACE NOTES SERVED 26 INDIVIDUALS PROVIDING WEEKLY PRACTICES AND PERFORMANCES. 8520475 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 2 0 1 150 1 0 0 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 VINSEN FARIS CEO 40.00 X 131281 0 13134 CURTIS RUDER CFO-OLD 40.00 X 83990 0 6110 NATHAN JOHNSON CFO-NEW 40.00 X 0 0 0 HEATHER FINERGHTY COO 40.00 X 112077 0 13295 327348 0 32539 2 0 0 0 ZACHRY ASSOCIATES PO BOX 1739 ABILENE TX 79604 PROFESSIONAL FUNDRAISERS 396281 LPA INC PO BOX 7399 NEWPORT BEACH CA 92658 ARCHITECT SERVICES 115596 JUERN TECHNOLOGY 2546 MACARTHUR VIEW SAN ANTONIO TX 78217 I.T. SERVICES 105676 3 219615 5100947 7482006 151500 12802568 MEALS ON WHEELS PROGRAM 624210 2182839 2182839 2182839 45007 45007 326616 27719 4287 10439 322329 17280 339609 339609 15370023 2182839 0 384616 100718 100718 218201 59692 44430 114079 3568273 2877082 597560 93631 95230 78973 16324 -67 363667 280955 55995 26717 341593 214777 111993 14823 22726 22726 28172 28172 10825 10825 232600 232600 39247 39247 440966 264431 139721 36814 168815 15335 153480 563583 177221 39023 347339 105151 79111 20654 5386 237665 213513 18045 6107 12152 10819 765 568 12128 8764 1601 1763 1469 1469 327217 307929 19024 264 156635 125879 30756 FOOD AND KITCHEN SUPPLI 3573248 3573093 75 80 VEHICLE EXPENSES 133055 133055 BAD DEBT 47982 47982 MISCELLANEOUS 19295 14463 2216 2616 10820613 8520475 1263938 1036200 660648 748745 574372 655455 1981207 1965105 1421410 1515092 275566 248462 8070778 2492403 5302348 5578375 4132918 7891552 681816 879198 15030285 19481984 611284 656257 204346 774200 1385484 860603 X 9551799 13283971 4093002 5337410 13644801 18621381 15030285 19481984 4549410 417420 9750 0 X X 0 1 X 1 1 1 X 5998591 6186592 6361476 12295435 12802568 43644662 5998591 6186592 6361476 12295435 12802568 43644662 2333725 41310937 17216 115447 125093 41997 45007 344760 18039 1168 11932 709 31848 44021270 6256523 0.93840 0.93430 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2016 AMOUNT: $ 18,039. 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 10825 0 0 0 10825 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. 188363 49438 237801 184207 18312 14156 188363 170051 14156 184207 1.00000 0 0 3239258 3239258 2980912 1394098 1586814 979568 552984 426584 871040 545321 325719 5578375 X 15757946 417420 9750 427170 15330776 39247 39247 15370023 10781366 0 10781366 39247 39247 10820613 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 (MOWSA) IS ORGANIZED AS A TEXAS NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTIONS 170(B)(1)(A)(VI) AND (VIII), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTIONS 509(A)(1) AND (3), RESPECTIVELY. MOWSA IS REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) ANNUALLY WITH THE IRS. IN ADDITION, MOWSA MAY BE SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSES. MOWSA HAS DETERMINED THAT IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. MOWSA BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS 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 1 LEE ASSOCIATES PO BOX 15018 SAN ANTONIO TX 78212 CAPITAL CAMPAIGN ADMINISTRATION 0 1497481 84000 1413481 ZACHRY ASSOCIATES PO BOX 1739 ABILENE TX 79604 CONSULTS ON DIRECT MAIL CAMPAIGN 0 1469745 72000 1397745 OPT IN EXPERTS LLC 122 LEWIS ST 2 SAN ANTONIO TX 78212 CAPITAL CAMPAIGN ADMINISTRATION 0 1069630 76600 993030 4036856 232600 3804256 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 274 90458 BOOK VALUE MINOR HOME REPAIRS TO AC UNITS, PROVIDE SPACE HEATERS, PLUMBING PET SUPPLIES AND VETERINARY SERVICES 378 5558 BOOK VALUE PET SUPPLIES (KENNELS, COLLARS, LEASHES) AND VETERINARY CARE CAR WASH VOUCHERS 200 4702 FAIR VALUE 200 CAR WASH VOUCHERS FOR VOLUNTEERS AND STAFF 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. CAR WASH VOUCHERS ARE HANDED OUT TO VOLUNTEERS THAT ASSIST WITH MEAL DELIVERY. X 1 89522 FAIR VALUE X 5 57276 FAIR VALUE X CAR WASH PACKAGES AND VOUCHERS 1 4702 FAIR VALUE 0 0 0 PART I, COLUMN (B): INCLUDED IN THIS COLUMN IS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 1 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.