2018-11-15T10:29:36-06:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 9901 IH-10 WEST SUITE 900 SAN ANTONIO TX 78230 990 2017-07-01 741948646 MEALS ON WHEELS OF SAN ANTONIO MEAL 2107355115 4306 NW LOOP 410 SAN ANTONIO TX 78229 MEGAN ROONEY TREASURER 2107355115 2018-11-13 1 JENNIFER SIEMER P01263648 2102987900 2018-11-13 67.137.57.251 2018-11-13 11:12:07 CS P 6C052F3B51B5FAD0F6249283EAD1FFFB6D1D274D 5EFBF20E7B7089C5FF7EB8F48BDE01CCFE2FE862 2017 2019-02-21 02:37:17Z VINSEN FARIS 4306 NW LOOP 410 SAN ANTONIO TX 78229 8293453 0 X WWW.MOWSATX.ORG X 1977 TX WE NOURISH LIVES,ENABLE INDEPENDENCE, AND CARE FOR PEOPLE IN OUR COMMUNITY. 19 19 136 2237 0 0 5998591 6186592 1140001 955337 27716 124689 199074 -1508 7365382 7265110 127672 87813 0 0 3366052 3979140 0 59896 597666 3626993 3951107 7120717 8077956 244665 -812846 10274971 9486172 263945 438595 10011026 9047577 TO PROMOTE THE DIGNITY AND INDEPENDENCE OF SENIORS IN NEED OF NUTRITIOUS MEALS, COMPANIONSHIP OR ALZHEIMER'S CARE. 0 0 5807058 38887 469792 MEALS ON WHEELS PROGRAM PROVIDES PREPARATION AND DISTRIBUTION OF HOT, NUTRITIOUS LUNCHES TO HOMEBOUND SENIOR ADULTS IN BEXAR COUNTY. 1,043,232 MEALS WERE DELIVERED TO AN AVERAGE OF 3,475 CLIENTS PER DAY.THE MEALS ON WHEELS PROGRAM IS SUPPORTED BY ADDITIONAL SERVICES TO ENSURE WE PROVIDE MORE THAN A MEAL TO PARTICIPANTS:SENIOR COMPANION PROGRAM: THIS PROGRAM IS A VOLUNTEER PROGRAM FOR ADULTS AGE 55 AND OVER WHO PROVIDE INDIVIDUALIZED SUPPORT AND ASSISTANCE TO OTHER OLDER ADULTS. THIS PROGRAM SERVED 129 INDIVIDUALS.ANIMEALS: THIS PROGRAM PROVIDES DISTRIBUTION OF FOOD FOR THE PET COMPANIONS OF HOMEBOUND SENIORS. THIS PROGRAM SERVED 311 INDIVIDUALS. 1310997 48926 486713 GRACE PLACE ALZHEIMER'S ACTIVITY CENTER OFFERS AN ALTERNATIVE TO EARLY NURSING HOME CARE FOR THOSE LIVING WITH ALZHEIMER'S OR OTHER FORMS OF MEMORY LOSS. THIS PROGRAM SERVED 450 INDIVIDUALS AND PROVIDED PEACE OF MIND AND SUPPORT TO THE PARTICIPANTS' CAREGIVERS. 7118055 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 136 1 0 0 0 0 0 1 1 0 0 0 0 X 19 19 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X X CURTIS RUDER 2107355115 4306 NW LOOP 410 SAN ANTONIO TX 78229 GEORGE MULLER PRESIDENT 1.00 X X 0 0 0 STEVEN DEAN VICE PRESIDENT 1.00 X X 0 0 0 MARY JANE NEESE SECRETARY 1.00 X X 0 0 0 RAY PRIOR TREASURER 1.00 X X 0 0 0 DANIEL AYALA TRUSTEE 1.00 X 0 0 0 BOB BETTAC TRUSTEE 1.00 X 0 0 0 KIM BROWN TRUSTEE 1.00 X 0 0 0 AIDA CASTRO-SNYDER TRUSTEE 1.00 X 0 0 0 NELSON FINCH TRUSTEE 1.00 X 0 0 0 JAMES FRENCH TRUSTEE 1.00 X 0 0 0 KAY KUTCHINS TRUSTEE 1.00 X 0 0 0 JOY LARSON TRUSTEE 1.00 X 0 0 0 JENNIFER MANSOUR TRUSTEE 1.00 X 0 0 0 DJ RODRIGUEZ TRUSTEE 1.00 X 0 0 0 MEGAN ROONEY TRUSTEE 1.00 X 0 0 0 BRENDA RYAN TRUSTEE 1.00 X 0 0 0 GARY SHELSTEAD TRUSTEE 1.00 X 0 0 0 SANDY SULLIVAN TRUSTEE 1.00 X 0 0 0 JOHN P WALKER TRUSTEE 1.00 X 0 0 0 GENE ANNE WEAVER-LUCERO TRUSTEE 1.00 X 0 0 0 JEFF SEIDEL TRUSTEE 1.00 X 0 0 0 TOM FITZSIMMONS TRUSTEE 1.00 X 0 0 0 CLEO GARZA TRUSTEE 1.00 X 0 0 0 ELIZABETH GULICK TRUSTEE 1.00 X 0 0 0 VINSEN FARIS CEO 40.00 X 117463 0 18582 CURTIS RUDER CFO 40.00 X 87682 0 6019 205145 0 24601 1 0 0 0 0 274563 148980 3242781 2520268 63213 6186592 GRACE PLACE 624110 486713 486713 MEALS ON WHEELS PROGRAM 624210 468624 468624 955337 115447 115447 1006786 8123 998250 7417 8536 706 9242 9242 20000 148980 22676 -2676 -2676 MISCELLANEOUS INCOME 624210 1168 1168 1168 7265110 956505 0 122013 87813 87813 253673 177571 48221 27881 3031566 2791878 9183 230505 109288 81316 25689 2283 345034 325189 6942 12903 239579 208775 22560 8244 18227 18227 51783 10258 41525 59896 59896 9277 9277 497979 407762 58927 31290 55722 29512 14219 11991 335642 117306 19113 199223 25838 17809 7378 651 302701 254661 46529 1511 84620 78082 4284 2254 16022 5061 9004 1957 250426 230457 16263 3706 41614 36895 1632 3087 FOOD AND KITCHEN SUPPLI 1992880 1990277 2324 279 VEHICLE EXPENSES 231131 231081 50 BAD DEBT 16590 16590 MISCELLANEOUS 12071 11178 888 5 8584 8584 8077956 7118055 362235 597666 218922 166250 5597287 34409 370000 928123 804285 131418 184852 5738343 2190165 3381199 3548178 5387 4374948 12635 3250 10274971 9486172 222489 396185 41456 42410 263945 438595 X 9434639 8241112 576387 806465 10011026 9047577 10274971 9486172 -812846 -150603 0 X 0 1 X 1 1 1 X 6350257 5905684 6121105 5998591 6186592 30562229 6350257 5905684 6121105 5998591 6186592 30562229 483181 30079048 19588 14419 12758 17216 115447 179428 48562 5698 25819 18039 1168 99286 30840943 4903360 0.97530 0.96300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2013 AMOUNT: $ 48,562. 2014 AMOUNT: $ 5,698. 2015 AMOUNT: $ 25,819. 2016 AMOUNT: $ 18,039. 2017 AMOUNT: $ 1,168. 0 0 0 0 0 1 3750 0 0 0 3750 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. 1096306 1096306 2980912 1134890 1846022 1066456 635991 430465 594669 419284 175385 3548178 X 7107600 -150603 21012 -41318 -170909 7278509 9277 -22676 -13399 7265110 8071049 21012 22676 43688 8027361 9277 41318 50595 8077956 PART X, LINE 2: 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: GRACE PLACE SCHOLARSHIPS NETTED DIRECTLY AGAINST REVENUE -41,318. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED DIRECTLY AGAINST REVENUE -22,676. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED DIRECTLY AGAINST REVENUE 22,676. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRACE PLACE SCHOLARSHIPS NETTED DIRECTLY AGAINST REVENUE 41,318. X X X X 1 LAUTMAN MASKA NEIL & COMPANY 1730 RHODE ISLAND AVE SUITE 301 WASHINGTON DC 20036 CONSULTS ON DIRECT MAIL CAMPAIGN 0 599543 50396 549147 LEE ASSOCIATES PO BOX 15018 SAN ANTONIO TX 78212 CONDUCTS FEASIBILITY STUDY 0 0 9500 -9500 599543 59896 539647 TX LUNCHEON 168980 148980 20000 5602 11885 5189 168980 148980 20000 5602 11885 5189 22676 -2676 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 GRACE PLACE SCHOLARSHIPS 213 41318 BOOK VALUE DISCOUNTS APPLIED TO MONTHLY BILLINGS LOCAL BUS TICKETS 380 7608 BOOK VALUE LOCAL BUS TICKETS MINOR HOME MODIFICATIONS 21 38887 BOOK VALUE MINOR HOME REPAIRS, AC UNITS, TREE TRIMMING, ACCESSIBLE RAMPS PART I, LINE 2: GRACE PLACE CLIENTS APPLY FOR SCHOLARSHIPS; DISCOUNTS ARE APPLIED DIRECTLY AGAINT MONTHLY BILLINGS. BUS TICKETS ARE PROVIDED TO CLIENTS AS MANDATED BY THE VETERANS ADMINISTRATION. MINOR HOME MODIFICATIONS ARE PROVIDED TO MEALS ON WHEELS CLIENTS WITHIN GRANT SPECIFICATIONS. X 1 28874 FAIR VALUE X 1 34339 FAIR VALUE 0 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 A, LINE 4 DURING THE FISCAL YEAR, THE ORGANIZATION CHANGED ITS NAME FROM CHRISTIAN SENIOR SERVICES TO MEALS ON WHEELS SAN ANTONIO. THE ORGANIZATION RESTATED THE ARTICLES OF INCORPORATION AND BYLAWS TO REFLECT THE NAME CHANGE. THE RESTATED ARTICLES OF INCORPORATION HAVE ALREADY BEEN FILED WITH THE TEXAS SECRETARY OF STATE AND IRS AND THEREFORE, ARE NOT ATTACHED TO THE FORM 990. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD OF TRUSTEES KEEPS MINUTES OF ALL BOARD MEETINGS HELD. THE EXECUTIVE COMMITTEE SHALL ACT ON BEHALF OF THE BOARD OF TRUSTEES BETWEEN BOARD MEETINGS, AND ALL ACTIONS TAKEN SHALL BE SUBJECT TO DISCUSSION AND APPROVAL BY THE BOARD OF TRUSTEES AT THEIR NEXT MEETING. 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. FOR ALL OTHER EMPLOYEES, THE SUPERVISOR PERFORMS AN EVALUATION IN THE MONTH OF THE EMPLOYEE'S ANNIVERSARY OF HIRE DATE. THIS EVALUATION INCLUDES A RECOMMENDED PAY INCREASE WHICH MUST BE APPROVED THROUGH HR AND THE CEO AND THEN IS SHARED WITH THE EMPLOYEE. EVALUATION INSTRUMENT IS KEPT IN THE EMPLOYEE'S PERSONNEL FILE. 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.