2017-10-23T13:08:22-05:00 2016-12-31 454051133 FREED MAXICK CPAS PC 424 MAIN STREET SUITE 800 BUFFALO NY 142023508 990 2016-01-01 161475486 MEALS ON WHEELS FOUNDATION OF WESTERN NEW YORK INC MEAL 7168222002 100 JAMES E CASEY DR BUFFALO NY 14206 TARA ELLIS PRESIDENT/CEO 7168222002 2017-10-17 1 MARY MADONIA P00405803 7168472651 2017-10-17 104.193.28.34 2017-10-17 14:41:04 ED P 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 D21E8D13B3C5BD82649C14538E71294EF4A7522D 2016 2021-01-29 14:40:06Z TARA ELLIS 100 JAMES E CASEY DR BUFFALO NY 14206 2391390 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. 14 13 9 83 0 0 807862 820481 181544 328022 185393 119810 524318 435716 1699117 1704029 185 1050 0 0 335708 372911 28000 45000 336936 961619 1198144 1325512 1617105 373605 86924 9524846 8360299 2685252 1389929 6839594 6970370 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 968026 1050 760256 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. 968026 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 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 9 1 0 0 0 0 0 0 0 0 0 0 X 14 13 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 FREDERICK D TURNER ESQ SECRETARY 1.00 X X 0 0 0 JOSEPH BIELECKI TREASURER (JAN-OCT) 1.00 X X 0 0 0 CHARLES HARDY BOARD MEMBER 1.00 X 0 0 0 ELIZABETH MARKS BOARD MEMBER/VICE CHAIR APRIL-DEC 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 8.00 27.00 X X 25363 80318 5029 ROBERT ROMEO VICE CHAIRMAN (JAN-APR) 1.00 X X 0 0 0 EDWIN NEGRON BOARD MEMBER/TREASURER OCT-DEC 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 1.00 X 0 0 0 JOYCE DOLCE BOARD MEMBER 1.00 X 0 0 0 RICHARD GRIMM BOARD MEMBER 1.00 1.00 X 0 0 0 MICHELLE MEHAFFY BOARD MEMBER (OCT-DEC) 1.00 X 0 0 0 ROBERT RUMPL BOARD MEMBER (APR-DEC) 1.00 X 0 0 0 LISA WOODRING CHIEF DEVELOPMENT OFFICER 35.00 X 52526 0 9677 LUCIAN WIZA CFO 8.00 27.00 X 16661 52759 3250 94550 133077 17956 0 0 0 0 BATEMAN SENIOR MEALS PO BOX 102289 ATLANTA GA 30368 FOOD PREPARATION 298129 1 4056 165097 651328 820481 PRIVATE PAY INCOME 532000 311613 311613 MEALS ON WHEELS RENTAL 532000 16409 16409 328022 52198 52198 644629 577017 67612 67612 67612 113826 165097 110344 3482 3482 RENTAL INCOME 531190 432234 432234 432234 1704029 760256 0 123292 1050 1050 106214 28728 42231 35255 195896 28690 79015 88191 12289 2412 4856 5021 29794 5844 11776 12174 28718 5631 11352 11735 1934 1934 11245 11245 45000 45000 73687 36844 36843 2629 2629 6187 1152 5035 162525 162525 273795 246163 27632 38403 27795 10608 CONTRACTED MEALS 297803 297803 REPAIRS AND MAINTENANCE 148379 148379 PRINTING 72502 25885 46617 POSTAGE & MAILINGS 26084 1052 25032 82971 13006 46561 23404 1617105 968026 312143 336936 1258384 287406 108687 309392 2677 8091 7540483 2044936 5731299 5495547 1766488 1919105 657311 340758 9524846 8360299 113103 172076 0 30769 1832149 567084 740000 620000 2685252 1389929 X 6658468 6777331 160636 172549 20490 20490 6839594 6970370 9524846 8360299 86924 43852 0 X X 0 1 X 1 0 X 553593 786228 719231 807862 820481 3687395 553593 786228 719231 807862 820481 3687395 3687395 42823 37293 43064 53543 52198 228921 3916316 2948870 0.94150 0.94130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20490 20490 20490 20490 20490 20490 20490 20490 20490 20490 1.00000 0 0 31614 31614 5285920 1184723 4101197 2161461 809280 1352181 61488 50933 10555 5495547 INVESTMENTS 1919105 F 1919105 X PART V, LINE 4: THE ENDOWMENT FUND IS A CHARITABLE GIFT ANNUITY 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 287340 45000 242340 287340 45000 242340 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 199910 152236 47674 56859 26100 1390 3033 BREAKFAST OF HOPE 51361 6966 44395 850 6282 3 27652 5895 21757 70 15760 278923 165097 113826 56859 27020 1390 25075 110344 3482 1 MEALS ON WHEELS FOR WESTERN NEW YORK INC 100 JAMES E CASEY DR BUFFALO NY 14206 160959060 501(C)(3) 16320 SUPPORT FOR ORGANIZATION PROGRAM SERVICES 1 1 X FUNDRAISER PRIZES 251 63825 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 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 1 1 0 0 1 0 0 0 0 1 0 1 0 1 1 1 1 0 0