2018-01-24T17:12:50-06:00 2017-09-30 751458509 RYLANDER CLAY & OPITZ LLP 3200 RIVERFRONT DRIVE SUITE 200 FORT WORTH TX 76107 990 2016-10-01 751568798 MEALS ON WHEELS INC OF TARRANT COUNTY MEAL 8173369012 5740 AIRPORT FWY FORT WORTH TX 76117 CARLA JUTSON PRESIDENT AND CEO 8173369012 2018-01-23 1 ALISON WILLIAMS P00509585 8173322301 64.88.174.3 2018-01-23 16:40:52 CS P 69DD2EA2547CA49EF3FEDBC570266782671B85DB 6A9F420E9BCE7C61B57D3C3EA4A97ECB0E7D4AA7 2016 2021-01-29 14:40:06Z CARLA JUTSON 5740 AIRPORT FWY FORT WORTH TX 76117 8546389 0 X WWW.MEALSONWHEELS.ORG X 1973 TX THE AGENCY'S PROGRAMS INCLUDE FUNCTIONS AND ACTIVITIES WHICH ARE PRIMARILY CONCERNED WITH MEETING THE NUTRITIONAL NEEDS OF THE HOMEBOUND ELDERLY AND THE DISABLED PEOPLE IN TARRANT COUNTY, WHO ARE UNABLE TO PROVIDE THESE MEALS FOR THEMSELVES. 31 31 74 5815 1340 340 7866068 6812170 0 0 68472 5182 -20318 29542 7914222 6846894 2699730 3472346 0 0 2723033 2875818 0 0 348759 1154794 1096322 6577557 7444486 1336665 -597592 14456812 12401445 2038707 580932 12418105 11820513 TO PROMOTE THE DIGNITY AND INDEPENDENCE OF OLDER ADULTS, PERSONS WITH DISABILITIES, AND OTHER HOMEBOUND PERSONS BY DELIVERING NUTRITIOUS MEALS AND PROVIDING OR COORDINATING NEEDED SERVICES. 0 0 6543048 3472346 PREPARE AND DELIVER MEALS AND COORDINATE NEEDED SERVICES FOR ELDERLY AND DISABLED HOMEBOUND PERSONS IN TARRANT COUNTY. IN THE CURRENT YEAR THERE WERE 937,642 MEALS DELIVERED TO 5,297 CLIENTS BY 5,815 VOLUNTEERS WHO DONATED 250,000+ HOURS AND DROVE 1,200,000 MILES TO DELIVER THE MEALS. THERE WERE ALSO HOME VISITS BY PROFESSIONAL CASE MANAGERS TO ENSURE ELIGILIBITY AND TO BE AN ADVOCATE FOR THE CLIENT. 6543048 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 11 0 1 74 1 1 1 0 0 0 0 1 1 0 0 X 31 31 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CARLA JUTSON 8173369012 5740 AIRPORT FWY FORT WORTH TX 76117 AMY CASTER CHAIRMAN 8.00 X X 0 0 0 ANN SALYER-CALDWELL BOARD MEMBER 3.00 X 0 0 0 MALATHI RAVI BOARD MEMBER 3.00 X 0 0 0 KIM HOWARD BOARD MEMBER 3.00 X 0 0 0 DWAYNE DALCO BOARD MEMBER 3.00 X 0 0 0 ELIZABETH TINDALL BOARD MEMBER 3.00 X 0 0 0 EMILY GRIMES BOARD MEMBER 3.00 X 0 0 0 FRED VAN VALKENBURG SECRETARY 3.00 X X 0 0 0 JUDY SMITH BOARD MEMBER 3.00 X 0 0 0 JULIE VU VICE CHAIRMAN 3.00 X X 0 0 0 MAC ZIMMERMAN BOARD MEMBER 3.00 X 0 0 0 MARK S NICOL BOARD MEMBER 3.00 X 0 0 0 MATT BROWNING BOARD MEMBER 3.00 X 0 0 0 MERRI R EASTERLY BOARD MEMBER 3.00 X 0 0 0 MIKE GRIFFIN CPA BOARD MEMBER 3.00 X 0 0 0 MITCH HAGEN TREASURER 3.00 X X 0 0 0 REV FLOYD KINSER BOARD MEMBER 3.00 X 0 0 0 ROBIN PONITZ BOARD MEMBER 3.00 X 0 0 0 STAN EFFERTZ BOARD MEMBER 3.00 X 0 0 0 STEPHEN O'NEAL BOARD MEMBER 3.00 X 0 0 0 DONALD W BUESCHER BOARD MEMBER 3.00 X 0 0 0 TERRILL PHILLIPS BOARD MEMBER 3.00 X 0 0 0 MELANIE GRIMES BOARD MEMBER 3.00 X 0 0 0 CAROLYN MARTCHENKE BOARD MEMBER 3.00 X 0 0 0 JOSITA BAKER BOARD MEMBER 3.00 X 0 0 0 MONIQUE BARBER BOARD MEMBER 3.00 X 0 0 0 ASHLEY CURRY BOARD MEMBER 3.00 X 0 0 0 JERI DIXON BOARD MEMBER 3.00 X 0 0 0 OSSANA HERMOSILLO BOARD MEMBER 3.00 X 0 0 0 HARRY THORLEY JR BOARD MEMBER 3.00 X 0 0 0 TODD WEBSTER BOARD MEMBER 3.00 X 0 0 0 CARLA JUTSON PRESIDENT AND CEO 40.00 X 130702 0 11232 LESLIE FRASER CHIEF FINANCIAL OFFICER (P 40.00 X 68217 0 484 198919 0 11716 1 0 0 0 0 553280 176968 553900 2868778 2659244 6812170 59314 59314 4219 4219 1610 270 1340 1340 1340 1525000 1579132 -54132 -54132 -54132 127246 176968 120093 7153 7153 REBATES 900099 14318 14318 CONTRIBUTIONS FOR MEETING MEALS 900099 1312 1312 CONSULTING SERVICES 900099 1200 1200 16830 6846894 16830 1340 16554 665575 665575 2806771 2806771 223047 44610 171175 7262 2080676 1857115 114628 108933 136658 87974 24955 23729 276159 181618 62606 31935 159278 114541 17865 26872 1350 994 356 35400 26056 9344 5888 4334 1554 207925 111951 95974 176079 111970 38502 25607 49319 39750 7397 2172 255783 215925 27295 12563 123454 121060 690 1704 9238 7390 1386 462 54024 43219 8104 2701 UBIT 3447 0 3447 0 REPAIRS AND MAINENANCE 62862 48086 12517 2259 VOLUNTEER EXPENSES 31548 31548 0 0 BANK FEES 22683 0 22683 0 57322 22561 28175 6586 7444486 6543048 552679 348759 913585 740618 409259 210754 593545 103600 117607 419971 10776000 10776000 40999 65997 643582 559077 138534 84505 1467283 0 14456812 12401445 377536 282710 226623 298222 1434548 0 2038707 580932 X 12038205 11555397 379900 265116 12418105 11820513 14456812 12401445 -597592 0 X X 0 1 X 1 1 1 X 8200239 8576106 9128416 7866068 6812170 40582999 8200239 8576106 9128416 7866068 6812170 40582999 1738389 38844610 9202 81940 71054 64801 63533 290530 37867 6840 17242 23557 1340 86846 40960375 0.94830 0.94790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2297287 746502 206060 123500 15927 3110422 2277320 9403 130242 106500 13178 2297287 2431306 14100 -59776 98000 10310 2277320 1373263 1027127 78643 35000 12727 2431306 720235 609883 80694 30000 7549 1373263 0.61340 0.38660 0 1 1 155755 140859 14896 487827 418218 69609 84505 6301682 120363 120363 6181319 665575 665575 6846894 6899274 120363 120363 6778911 665575 665575 7444486 PART V, LINE 4: TO RECEIVE, INVEST, AND MANAGE CONTRIBUTIONS FOR THE BENEFIT OF MEALS ON WHEELS, INC OF TARRANT COUNTY PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT REVENUE NET SHOWN AS REVENUE ON AUDIT 120,093. RENTAL EXPENSES 270. PART XI, LINE 4B - OTHER ADJUSTMENTS: EXPENSES REIMBURSED FROM RELATED PARTY 665,575. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NET SHOWN AS EXPENSE ON AUDIT 120,093. RENTAL EXPENSES 270. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES REIMBURSED FROM RELATED PARTY 665,575. CASINO NIGHT 125922 83792 42130 2637 46387 556 11689 4421 GOLF 74180 49780 24400 7336 11220 6181 250 787 3 104112 43396 60716 561 325 18695 8127 921 304214 176968 127246 10534 57932 25432 20066 6129 120093 7153 1 MEALS ON WHEELS INC OF TARRANT COUNTY ENDOWMENT FUND 5740 AIRPORT FWY HALTOM CITY TX 76117 752621700 501(C)(3) 665575 ENDOWMENT FOR BUILDING MAINTENANCE. 1 MEAL SERVICES 5297 2806771 COST TO ORGANIZATION PROVIDE MEALS FOR THE ELDERLY AND HOMEBOUND. PART I, LINE 2: RECORDS ARE MAINTAINED IN A CLIENT DATABASE TO SUBSTANTIATE NEED AND ELIGIBILITY FOR MEALS AND OTHER ASSISTANCE. MIKE KULPA SON OF BOARD MEMBER KURT KULPA 9102 MIKE KULPA WAS A COMPENSATED EMPLOYEE OF MEALS ON WHEELS. 0 FORM 990, PART VI, SECTION A, LINE 2 THE BOARD OF DIRECTOR MEMBER KURT KULPA AND EMPLOYEE MICHAEL KULPA, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER MELANIE GRIMES AND BOARD MEMBER EMILY GRIMES HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER MIKE GRIFFIN AND BOARD MEMBER TRICIA HUNTER HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCIAL STAFF AND IS DISTRIBUTED TO BOARD MEMBERS BEFORE FILING SO THAT THEY MAY REVIEW THE FORM FOR FACTUAL ACCURACY AND COMPLETENESS OF DISCLOSURE. NO CHANGES HAVE OCCURRED IN THIS PROCESS FROM THE PRIOR YEAR. FORM 990, PART VI, SECTION B, LINE 12C NO MEMBER OF THE MEALS ON WHEELS, INC. OF TARRANT COUNTY ENDOWMENT FUND BOARD OF DIRECTORS SHALL DERIVE ANY PERSONAL PROFIT OR GAIN, DIRECTLY OR INDIRECTLY, BY REASON OF HIS OR HER PARTICIPATION WITH MEALS ON WHEELS, INC OF TARRANT COUNTY. EACH INDIVIDUAL SHALL DISCLOSE ANY PERSONAL INTEREST, WHICH HE OR SHE MAY HAVE IN ANY MATTER PENDING BEFORE THE BOARD AND SHALL REFRAIN FROM PARTICIPATION IN ANY DECISION ON SUCH MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS COMPENSATION SURVEYS AND THE SALARY OF THE ORGANIZATION'S EXECUTIVE DIRECTOR FOR PROPRIETY AND COMPARABILITY TO INDUSTRY NORMS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS AS WELL AS ITS POLICIES AND FINANCIAL STATEMENTS AVAILABLE UPON REASONABLE REQUEST, EITHER WRITTEN OR IN PERSON. FORM 990, PART XII, LINE 2C: NO CHANGES HAVE BEEN MADE TO THE AUDIT OVERSIGHT PROCESS OR SELECTION PROCESS FOR INDEPENDENT AUDITORS FOR THE YEAR. MEALS ON WHEELS INC OF TARRANT COUNTY ENDOWMENT FUND 5740 AIRPORT FWY FORT WORTH TX 76117 752621700 TO INVEST FOR THE BENEFIT OF MEALS ON WHEELS, INC. OF TARRANT COUNTY TX 501(C)(3) LINE 12A, I MEALS ON WHEELS INC OF TARRANT COUNTY 1 MEALS ON WHEELS CLIENT ASSISTANCE INC 5740 AIRPORT FWY FORT WORTH TX 76117 472204121 TO PROVIDE CLIENT SERVICES, SPECIFICALLY THE PET FOOD PROGRAM AND CLIENT ASS TX 501(C)(3) LINE 12A, I MEALS ON WHEELS INC OF TARRANT COUNTY 1 0 1 1 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 MEALS ON WHEELS INC OF TARRANT COUNTY ENDOWMENT C 83500 CASH MEALS ON WHEELS INC OF TARRANT COUNTY ENDOWMENT N LESS THAN $50,000 MEALS ON WHEELS INC OF TARRANT COUNTY ENDOWMENT O LESS THAN $50,000 MEALS ON WHEELS CLIENT ASSISTANCE INC B 40000 CASH MEALS ON WHEELS CLIENT ASSISTANCE INC N LESS THAN $50,000 MEALS ON WHEELS CLIENT ASSISTANCE INC O LESS THAN $50,000 MEALS ON WHEELS INC OF TARRANT COUNTY ENDOWMENT B 708135 CASH MEALS ON WHEELS CLIENT ASSISTANCE INC D 10776000 GUARANTEE VALUE OF LOAN MEALS ON WHEELS CLIENT ASSISTANCE INC P LESS THAN $50,000 MEALS ON WHEELS CLIENT ASSISTANCE INC K 150000 FMV MEALS ON WHEELS CLIENT ASSISTANCE INC Q LESS THAN $50,000