2025-08-15T13:47:03-05:00 2024-09-30 463330935 AVENSON HAMANN CPAS LLP 7421 BURNET ROAD 522 AUSTIN TX 78757 990 2023-10-01 237202594 MEALS ON WHEELS AND MORE INC MEAL 5124766325 3227 EAST 5TH STREET AUSTIN TX 78702 HENRY VAN DE PUTTE PRESIDENT & CEO 5124766325 2025-08-15 1 1 CATHERINE AVENSON P01259734 5126939131 2023 2025-03-06 01:10:19Z MEALS ON WHEELS CENTRAL TEXAS HENRY VAN DE PUTTE 3227 EAST 5TH STREET AUSTIN TX 78702 16107259 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. 8 8 181 3000 0 0 11634118 14854987 747143 895713 150953 317049 47114 0 12579328 16067749 199905 703192 0 0 7172231 7106385 0 139082 899144 9485621 8835991 16857757 16784650 -4278429 -716901 20362526 23215320 3231308 4525656 17131218 18689664 TO NOURISH AND ENRICH THE LIVES OF THE HOMEBOUND AND OTHER PEOPLE IN NEED THROUGH PROGRAMS THAT PROMOTE DIGNITY AND INDEPENDENT LIVING. 0 0 7671219 854913 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. 3821802 HOME REPAIR - MAJOR AND MINOR REPAIRS TO IMPROVE SAFETY AND REPAIR STORM DAMAGES. 2191895 703192 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. 13684916 1 1 0 1 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 0 0 0 1 55 0 181 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 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 BOARD MEMBER 1.00 1.00 X 0 0 0 SAMUEL HOUSTON SECRETARY/TREASURER 1.00 1.00 X X 0 0 0 MICHAEL BROWN IMMEDIATE PAST-CHAIR 1.00 1.00 X X 0 0 0 NICK WEYNAND CHAIR 1.00 1.00 X X 0 0 0 BJ FRIEDMAN BOARD MEMBER 1.00 X 0 0 0 STEWART WHITEHEAD BOARD MEMBER 1.00 X 0 0 0 JASON COMBS BOARD MEMBER 1.00 X 0 0 0 NAMKEE CHOI BOARD MEMBER 1.00 X 0 0 0 JASON MCBRIDE BOARD MEMBER 1.00 1.00 X 0 0 0 MICHAEL WILSON COO 40.00 X 161860 0 14705 HENRY VAN DE PUTTE PRES & CEO 40.00 5.00 X 321271 0 19378 483131 0 34083 2 0 1 0 VALLEY SERVICES PO BOX 742992 ATLANTA GA 30374 FOOD PREPARATION 2180765 WHEELS ON TEXAS REMODELING 156 MEADOW VIEW BLVD DEL VALLE TX 78617 HOME REPAIR 1002782 GN REMODELING LLC 5701 JOHNNY MORRIS RD 347 AUSTIN TX 78724 HOME REPAIR 943660 FIX-ALL HANDYMAN 10321 DESSAU RD 169 AUSTIN TX 78754 HOME REPAIR 534500 AT EASE CONSTRUCTION 132 BRANDONS WAY BUDA TX 78610 HOME REPAIR 521230 16 1450 5507451 9346086 526869 14854987 CONTRACTED MEAL SERVICES 624200 854913 854913 MANAGEMENT FEES 900099 40800 40800 895713 349729 349729 6830 39510 0 -39510 6830 -32680 -32680 16067749 895713 0 317049 265097 265097 438095 438095 522081 179844 273790 68447 5410329 4205260 823397 381672 159135 129456 26096 3583 559624 442990 89091 27543 455216 348028 74070 33118 40035 40035 63223 63223 10000 10000 139082 139082 46375 46375 570184 184733 239309 146142 110998 88155 22843 17660 5998 11662 237252 113902 103335 20015 164811 135650 23353 5808 227901 226844 612 445 22332 13467 7610 1255 92729 75143 17586 516825 435559 64770 16496 209251 9472 199779 HOME REPAIR COSTS 3122498 3122498 MEAL COSTS 2514534 2514534 SUPPLIES 317403 309337 6872 1194 REPAIRS AND MAINTENANCE 299404 266138 27346 5920 252576 164716 62279 25581 16784650 13684916 2200590 899144 406708 637638 165155 168610 950530 2899477 7644 139414 110356 11113498 6605549 4916435 4507949 13695656 14740408 88628 143238 20362526 23215320 793649 1375256 130610 165231 2307049 2985169 3231308 4525656 X 15148163 16859593 1983055 1830071 17131218 18689664 20362526 23215320 -716901 2275347 0 X 0 1 X 1 1 1 X 17613609 24401516 16724394 11634118 14854987 85228624 17613609 24401516 16724394 11634118 14854987 85228624 85228624 69526 83971 172855 274546 349729 950627 27782 38829 45381 47114 159106 86338357 4206263 0.98710 0.98840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 10000 0 0 0 10000 0 1024406 118640 1143046 999069 103081 77744 1024406 1158590 -159521 999069 1056566 145225 43201 1158590 1080120 15122 38676 1056566 0 0 169032 169032 7220273 3487008 3733265 1139016 828878 310138 2585177 2289663 295514 4507949 X 18346460 2275347 3364 2278711 16067749 0 16067749 16788014 3364 3364 16784650 0 16784650 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. THE ENDOWMENT WAS RELEASED FROM PERMANENT RESTRICTION DURING YE 9/30/24. 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, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION RETURN FOR THE YEARS ENDED SEPTEMBER 30, 2020 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 1093364 139082 954282 1093364 139082 954282 TX 1 HELPING THE AGING NEEDY AND DISABLED INC 3227 E 5TH STREET AUSTIN TX 78702 741888198 501(C)(3) 265097 0 IN-HOME CARE SERVICES 1 FOOD, RENT, AND OTHER ASSISTANCE 500 438095 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 278521 0 42750 0 0 0 11210 0 8168 0 340649 0 0 0 MICHAEL WILSON COO 158440 0 3420 0 0 0 6537 0 8168 0 176565 0 0 0 MIGHTY CITIZEN BUSINESS OWNED BY BOARD MEMBER 36427 WEBSITE SERVICES 0 X 4 14571 FMV X 12 130298 $1.97/LB X GIFTCARDS FOR HOME REPAIR 1 382000 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 265097 CASH