2017-01-30T11:09:33-06:00 2016-09-30 751458509 RYLANDER CLAY & OPITZ LLP 3200 RIVERFRONT DRIVE SUITE 200 FORT WORTH TX 76107 990 2015-10-01 751568798 MEALS ON WHEELS INC OF TARRANT COUNTY MEAL 8173369012 5740 AIRPORT FWY FORT WORTH TX 76117 CARLA JUTSON PRESIDENT AND CEO 8173369012 2017-01-27 1 ALISON WILLIAMS P00509585 8173322301 2015 2021-01-29 14:40:06Z X CARLA JUTSON 5740 AIRPORT FWY FORT WORTH TX 76117 8101335 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. 30 30 76 5810 23557 22557 9128416 7866068 0 0 -239339 68472 11024 -20318 8900101 7914222 2673512 2699730 0 0 2560765 2723033 0 0 277428 920395 1154794 6154672 6577557 2745429 1336665 14708828 14456812 3627388 2038707 11081440 12418105 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 5785909 2699730 PREPARE AND DELIVER MEALS AND COORDINATE NEEDED SERVICES FOR ELDERLY AND DISABLED HOMEBOUND PERSONS IN TARRANT COUNTY. IN THE CURRENT YEAR THERE WERE 926,416 MEALS DELIVERED TO 5,026 CLIENTS BY 5,810 VOLUNTEERS WHO DONATED 250,000+ HOURS AND DROVE 1,133,600 MILES TO DELIVER THE MEALS. THERE WERE ALSO 14,347 HOME VISITS BY PROFESSIONAL CASE MANAGERS TO ENSURE ELIGILIBITY AND TO BE AN ADVOCATE FOR THE CLIENT. 5785909 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 9 0 1 76 1 1 1 0 0 0 0 1 1 0 0 0 0 X 30 30 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 BETH SCHMIDT 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 CORDELIA GUTIERREZ 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 SECRETARY 3.00 X X 0 0 0 FRED VAN VALKENBURG BOARD MEMBER 3.00 X 0 0 0 JUDY SMITH BOARD MEMBER 3.00 X 0 0 0 JULIE VU BOARD MEMBER 3.00 X 0 0 0 KIM KILPATRICK-TERRELL BOARD MEMBER 3.00 X 0 0 0 KURT KULPA BOARD MEMBER 3.00 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 VICE CHAIRMAN 3.00 X 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 PAUL MURPHY BOARD MEMBER 3.00 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 TRICIA HUNTER 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 CARLA JUTSON PRESIDENT AND CEO 40.00 X 124386 0 21645 LESLIE FRASER CHIEF FINANCIAL OFFICER (PART YEAR) 40.00 X 34227 0 238 BEVERLY LEWIS CHIEF FINANCIAL OFFICER (PART YEAR) 40.00 X 32954 0 2570 191567 0 24453 1 0 0 0 0 539973 219737 66500 2965938 4073920 7866068 64292 64292 509 509 25717 2160 23557 23557 23557 4180 0 4180 4180 4180 133516 219737 184953 -51437 -51437 REBATES 900099 4842 4842 CONTRIBUTIONS FOR MEET 900099 1111 1111 CONSULTING SERVICES 900099 1100 1100 7053 7914222 7053 23557 17544 2699730 2699730 217340 43468 166520 7352 2010722 1799831 107139 103752 132699 117631 8572 6496 201711 170118 21698 9895 160561 139068 3503 17990 33500 20100 13400 8386 5032 3354 170089 89880 80209 200465 110601 85256 4608 43429 34923 6514 1992 176425 142868 24628 8929 115892 98360 13149 4383 56928 52373 3416 1139 108771 102245 4351 2175 72851 63380 7285 2186 UBIT 714 0 714 REPAIRS AND MAINENANCE 40432 34936 4123 1373 VOLUNTEER EXPENSES 29468 29468 MISCELLANEOUS 27197 248 4221 22728 70247 31649 36377 2221 6577557 5785909 514220 277428 914384 913585 514427 409259 341278 593545 422776 117607 10776000 10776000 75908 40999 680810 542276 1664055 138534 0 1467283 14708828 14456812 371907 377536 326125 226623 2929356 1434548 3627388 2038707 X 10645089 12038205 436351 379900 11081440 12418105 14708828 14456812 1336665 0 X X 0 1 X 1 1 1 X 6033563 8200239 8576106 9128416 7866068 39804392 6033563 8200239 8576106 9128416 7866068 39804392 1664808 38139584 117419 9202 81940 71054 64801 344416 37867 6840 17242 23557 85506 40234314 0.94790 0.95480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2277320 9403 130242 106500 13178 2297287 2431306 14100 -59776 98000 10310 2277320 1373263 1027127 78643 35000 12727 2431306 720235 609883 80694 30000 7549 1373263 568559 3248 163953 10500 5025 720235 0.50560 0.49440 0 1 1 164733 130745 33988 516077 411531 104546 138534 LAND, BUILDING AND EQUIPMENT OF PREVIOUS LOCATION 1467283 1467283 8143035 228813 228813 7914222 0 7914222 6806370 228813 228813 6577557 0 6577557 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 184,953. RENTAL EXPENSES 2,160. EXPENSES REIMBURSED FROM RELATED PARTY 41,700. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NET SHOWN AS EXPENSE ON AUDIT 184,953. RENTAL EXPENSES 2,160. EXPENSES REIMBURSED FROM RELATED PARTY 41,700. CASINO NIGHT 141282 96497 44785 1197 14050 24724 7747 4549 LEGENDS LUNCHEON 69310 50654 18656 498 3784 11482 5714 5400 3 142661 72586 70075 8667 31708 24487 30910 10036 353253 219737 133516 10362 49542 60693 44371 19985 184953 -51437 1 MEAL SERVICES 5026 2699730 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. JUDY SMITH BOARD MEMBER 443172 DURING THE CONSTRUCTION OF THE NEW FACILITY, MEALS ON WHEELS ENGAGED A GENERAL CONTRACTOR, WHO USED THE BOARD MEMBER'S BUSINESS FOR CONSTRUCTION OF THE NEW ROOF. 0 MIKE KULPA SON OF BOARD MEMBER KURT KULPA 40478 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 11 THE FINANCIAL STAFF AND BUDGET COMMITTEE REVIEW THE FORM 990 FOR FACTUAL ACCURACY AND COMPLETENESS. THE FORM 990 IS DISTRIBUTED TO BOARD MEMBERS FOR THEIR REVIEW PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ENSURES THAT BOARD MEMBERS DISCLOSE ANY POTENTIAL CONFLICTS IN A TIMELY MANNER AND REMOVE THEMSELVES FROM ANY DECISIONS OR SITUATIONS IN WHICH A CONFLICT COULD EXIST. 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 MEALS ON WHEELS, INC. OF TARRANT COUNTY MAKES ALL GOVERNING DOCUMENTS, AS WELL AS ITS FINANCIAL STATEMENTS, AVAILABLE TO THE PUBLIC 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 11A, I MEALS ON WHEELS INC OF TARRANT COUNTY 1 MEALS ON WHEELS CLIENT ASSISTANCE INC 5740 AIRPORT FWY FORT WORTH TX 76117 472204121 HOLDER OF LEASE PROPERTIES TX 501(C)(3) LINE 11A, 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 66500 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 C LESS THAN $50,000 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 CLIENT ASSISTANCE INC R 1576074 REPAY LOAN OBO MOWCLIENT ASSIST. 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 75000 FMV MEALS ON WHEELS CLIENT ASSISTANCE INC Q LESS THAN $50,000