2018-11-14T14:16:13-06:00 2017-12-31 454051133 FREED MAXICK CPAS PC 424 MAIN STREET SUITE 800 BUFFALO NY 142023508 990 2017-01-01 161475486 MEALS ON WHEELS FOUNDATION OF WESTERN NEW YORK INC MEAL 7168222002 100 JAMES E CASEY DR BUFFALO NY 14206 CHRISTINE PROCKNAL INTERIM PRESIDENT/CEO 7168222002 2018-11-12 1 MARY MADONIA P00405803 7168472651 2018-11-12 104.193.28.34 2018-11-12 10:23:55 ES P 3639CF49961AA7AC4D4A95678DAD84C02FE96FEB 08954BBDE67AE61BB022412E2DA190A2D39D3067 2017 2019-02-21 02:37:17Z CHRISTINE PROCKNAL 100 JAMES E CASEY DR BUFFALO NY 14206 2804011 0 X WWW.MEALSONWHEELSWNY.ORG X 1994 NY TO SUPPORT THE MEALS ON WHEELS OF WESTERN NEW YORK WHICH DELIVERS DAILY NUTRITIOUS MEALS AND PROVIDES SUPPORT SERVICES TO THOSE MEMBERS OF OUR COMMUNITY WHO HAVE A LIMITED ABILITY TO SHOP AND PREPARE MEALS FOR THEMSELVES. 15 14 11 121 0 0 820481 1130116 328022 269410 119810 190083 435716 424452 1704029 2014061 1050 3083 0 0 372911 366921 45000 45000 335255 1198144 1006733 1617105 1421737 86924 592324 8360299 8771238 1389929 1150706 6970370 7620532 X TO SUPPORT THE MEALS ON WHEELS OF WESTERN NEW YORK WHICH DELIVERS DAILY NUTRITIOUS MEALS AND PROVIDES SUPPORT SERVICES TO THOSE MEMBERS OF OUR COMMUNITY WHO HAVE A LIMITED ABILITY TO SHOP AND PREPARE MEALS FOR THEMSELVES. 0 0 738104 3083 700268 GRANTS ALLOCATED TO VARIOUS ORGANIZATIONS, FOR THE PROMOTION OF NUTRITIOUS MEALS TO HOME-BOUND INDIVIDUALS. DURING THE CURRENT YEAR, GRANTS WERE AWARDED TO MULTIPLE ORGANIZATIONS. 738104 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 4 0 11 1 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X X LUCIAN WIZA 7168222002 100 JAMES E CASEY DR BUFFALO NY 14206 X FREDERICK D TURNER ESQ SECRETARY 1.00 X X 0 0 0 CHARLES HARDY BOARD MEMBER 1.00 X 0 0 0 ELIZABETH MARKS BOARD MEMBER/VICE CHAIR (JAN-OCT) 1.00 X X 0 0 0 JENNIFER NASSIVERA BOARD MEMBER 1.00 X 0 0 0 DAVID SMITH CHAIRMAN 1.00 1.00 X X 0 0 0 TARA A ELLIS PRESIDENT/CEO (JAN-OCT) 8.00 27.00 X X 27013 85540 4425 EDWIN NEGRON BOARD MEMBER/ INTERIM TREASURER 1.00 X X 0 0 0 STEPHEN MAYO BOARD MEMBER 1.00 X 0 0 0 W CLARK TROW BOARD MEMBER 1.00 X 0 0 0 NANCY BERGER BOARD MEMBER (JAN-JULY) 1.00 X 0 0 0 JOYCE DOLCE BOARD MEMBER/VICE CHAIR (OCT-DEC) 1.00 X X 0 0 0 RICHARD GRIMM BOARD MEMBER 1.00 1.00 X 0 0 0 MICHELLE MEHAFFY BOARD MEMBER 1.00 X 0 0 0 ROBERT RUMPL BOARD MEMBER (APR-DEC) 1.00 X 0 0 0 CHRISTINE PROCKNAL INTERIM PRES/CEO (OCT-DEC) 8.00 27.00 X X 14750 46710 1541 TOBY LAPING BOARD MEMBER (APR-JUN) 1.00 X 0 0 0 JEFFREY RUSSO BOARD MEMBER (APR-DEC) 1.00 X 0 0 0 LISA DAVIN BOARD MEMBER (APR-DEC) 1.00 X 0 0 0 JESSICA FIELDS BOARD MEMBER (APR-DEC) 1.00 X 0 0 0 LISA WOODRING CHIEF DEVELOPMENT OFFICER 35.00 X 53134 0 10847 LUCIAN WIZA CFO 8.00 27.00 X 16477 52177 3324 111374 184427 20137 0 0 0 0 BATEMAN SENIOR MEALS PO BOX 102289 ATLANTA GA 30368 FOOD PREPARATION 260117 1 5470 159806 964840 59329 1130116 PRIVATE PAY INCOME 532000 252794 252794 MEALS ON WHEELS RENTAL 532000 16616 16616 269410 56114 56114 826373 692404 133969 133969 133969 91140 159806 97546 -6406 -6406 RENTAL INCOME 531190 430858 430858 430858 2014061 700268 0 183677 3083 3083 111835 22673 53999 35163 178849 4916 79916 94017 11742 2303 4641 4798 30292 5942 11972 12378 34203 3247 15756 15200 402 402 11238 11238 45000 45000 64547 32274 32273 3230 2099 1131 4154 2993 1161 27024 27024 258475 231728 26747 40860 29200 11660 CONTRACTED MEALS 261015 261015 REPAIRS AND MAINTENANCE 133730 133730 PRINTING 66303 30530 35773 POSTAGE 35206 5072 30134 100549 13243 59079 28227 1421737 738104 348378 335255 287406 811279 309392 95689 40400 8091 10041 7637697 2293802 5495547 5343895 1919105 2169141 340758 300793 8360299 8771238 172076 93267 30769 30769 567084 526670 620000 500000 1389929 1150706 X 6777331 7198272 172549 401770 20490 20490 6970370 7620532 8360299 8771238 592324 57838 0 X X 0 1 X 1 0 X 786228 719231 807862 820481 1130116 4263918 786228 719231 807862 820481 1130116 4263918 4263918 37293 43064 53543 52198 56114 242212 4506130 3499376 0.94620 0.94150 X 20490 20490 20490 20490 20490 20490 20490 20490 20490 20490 1.00000 1 0 31614 31614 5383901 1319908 4063993 2160694 917533 1243161 61488 56361 5127 5343895 INVESTMENTS 2169141 F 2169141 X PART V, LINE 4: GIFT IN TRUST - THE ORGANIZATION ESTABLISHED AN ENDOWMENT WITH A LOCAL COMMUNITY FOUNDATION THROUGH A GIFT IN TRUST. IT WAS THE INTENTION OF THE ORGANIZATION THAT THE PRINCIPAL NOT BE INVADED, UNLESS APPROVED BY A TWO-THIRDS VOTE BY THE BOARD OF DIRECTORS OF BOTH THE ORGANIZATION AND THE LOCAL FOUNDATION. THE MARKET VALUE OF THIS ENDOWMENT FUND HELD BY THE LOCAL FOUNDATION WAS APPROXIMATELY $151,600 AT DECEMBER 31, 2017 ($144,400 - 2016). THESE AMOUNTS ARE NOT REFLECTED ON THE CONSOLIDATED FINANCIAL STATEMENTS, SINCE THE ORGANIZATION DOES NOT HAVE EXCLUSIVE POWER OVER THE FUNDS. INCOME RECEIVED RELATED TO THE ENDOWMENT FUND IS UNRESTRICTED. PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN REFLECTED IN THE FINANCIAL STATEMENTS. U.S. GAAP PROVIDES GUIDANCE ON THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT FOR INCOME TAX POSITIONS THAT THE ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE. CORPORATIONS TAKE MANY TAX POSITIONS RELATIVE TO TAX LAWS, INCLUDING THOSE TAKEN IN DETERMINING WHETHER THE TAX IS DUE, A REFUND IS OWED, A TAX RETURN NEEDS TO BE FILED, OR THE CHARACTERIZATION OF INCOME AS TAXABLE (FOR EXAMPLE, UNRELATED BUSINESS INCOME) OR NONTAXABLE. THE ORGANIZATION HAS NOT RECORDED ANY LIABILITIES RELATING TO UNCERTAIN TAX POSITIONS. THE ORGANIZATION FILES ITS RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX IN THE U.S. FEDERAL JURISDICTION AND ITS ANNUAL FILING OF CHARITABLE ORGANIZATIONS IN NEW YORK STATE. X 0 LAUTMAN MASKA NEILL & COMPANY 1730 RHODE ISLAND AVE NORTHWEST SUI WASHINGTON DC 20036 PROFESSIONAL FUNDRAISING 0 289806 45000 244806 289806 45000 244806 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 PLATE EXPECTATIONS 188656 159806 28850 50971 500 16206 1000 2627 BREAKFAST OF HOPE 31922 0 31922 6500 719 607 3 30368 0 30368 17 18399 250946 159806 91140 57471 500 16942 1000 21633 97546 -6406 X FUNDRAISER PRIZES 252 57471 FMV X GIFT CARDS 1 1500 FMV X MISC SUPPLIES 2 287 FMV X LEGAL FEES 1 71 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B AN OUTSIDE, INDEPENDENT ACCOUNTING FIRM PREPARES THE 990. IT IS THEN REVIEWED BY THE CFO AND THE FINANCE COMMITTEE. A COPY IS ALSO PROVIDED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ON AN ANNUAL BASIS. THE QUESTIONNAIRES ARE THEN REVIEWED BY THE BOARD CHAIRPERSON AND KEPT ON FILE. IF A CONFLICT ARISES, THE BOARD CHAIRPERSON AND THE PRESIDENT/CEO FOLLOW UP WITH THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 ALL EMPLOYEES AND CORPORATE OFFICERS ARE REVIEWED REGULARLY. APPROPRIATE RAISES ARE GRANTED BASED ON THEIR PERFORMANCE AND THE PERFORMANCE OF THE FOUNDATION AS A WHOLE. IN ADDITION, THE BOARD USES VARIOUS BENCHMARKING METHODS AND COMPARES SALARIES AND BENEFITS TO OTHER AREA NON-PROFIT ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE, UPON REQUEST, AND ON GUIDESTAR.ORG. THE FORM 1023 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII OFFICER SALARIES - TARA ELLIS'S (THE FORMER CEO) SALARY INCLUDES $24,485 OF UNUSED ACCRUED VACATION TIME. CHRISTINE PROCKNAL'S (CURRENT CEO) SALARY INCLUDES $47,633 PAID FOR SERVICES AS COO PRIOR TO MOVING INTO THE CEO POSITION IN OCTOBER OF 2017. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE ORGANIZATION'S PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT OR THE OVERVIEW OF THE AUDIT PROCESS FROM PRIOR YEAR. MEALS ON WHEELS FOR WESTERN NEW YORK INC 100 JAMES E CASEY DR BUFFALO NY 14206 160959060 DELIVER MEALS TO THE DISABLED AND ELDERLY NY 501(C)(3) 7 N/A 0 0 1 0 0 1 0 0 0 0 1 0 1 0 1 1 1 1 0 0