2016-08-12T15:18:24-05:00 2015-09-30 742920819 ATCHLEY & ASSOCIATES LLP 6850 AUSTIN CENTER BLVD STE 180 AUSTIN TX 787313129 990 2014-10-01 237202594 MEALS ON WHEELS AND MORE INC (FKA UNITED AUSTIN FOR THE ELDERLY) MEAL 5124766325 3227 EAST 5TH STREET AUSTIN TX 78702 LARRY COSPER EXECUTIVE VP AND CFO 5124766325 2016-08-12 1 KAREN E ATCHLEY P00238005 5123462086 2014 2016-12-15 16:53:06Z DAN PRUETT 3227 EAST 5TH STREET AUSTIN TX 78702 10387198 0 X WWW.MEALSONWHEELSANDMORE.ORG/ X 1972 TX MEALS ON WHEELS AND MORE SEEKS TO NOURISH AND ENRICH THE LIVES OF THE HOMEBOUND AND OTHER PEOPLE IN NEED THROUGH PROGRAMS THAT PROMOTE DIGNITY AND INDEPENDENT LIVING. 20 20 140 8700 0 0 5298863 5021165 4385567 5319387 -2078 -455 16419 364 9698771 10340461 57480 63072 0 0 4188882 4498477 56116 69418 854005 5095310 5713511 9397788 10344478 300983 -4017 8370127 8514035 3734724 3882649 4635403 4631386 X MEALS ON WHEELS AND MORE SEEKS TO NOURISH AND ENRICH THE LIVES OF THE HOMEBOUND AND OTHER PEOPLE IN NEED THROUGH PROGRAMS THAT PROMOTE DIGNITY AND INDEPENDENT LIVING. 1 0 3680591 1906805 MEALS ON WHEELS - 527,728 FIRST MEALS WERE PREPARED AND DELIVERED TO THE HOMEBOUND, ELDERLY, DISABLED AND OTHER PEOPLE IN NEED. 1099870 1127447 HOME REPAIR (CITY OF AUSTIN GENERAL OBLIGATION BONDS) - REPAIRED 63 HOMES FOR LOW-INCOME CLIENTS. REPAIRS INCLUDED WINDOW AND DOOR REPLACEMENT, PLUMBING, AND ELECTRICAL REPAIRS. 925702 750456 COMBINED CONGREGATE PROGRAM - PROVIDED 94,414 MEALS AND SOCIAL ACTIVITIES AT 7 CONGREGATE SITES WITHIN THE CITY OF AUSTIN AND 5 SITES FOR RESIDENTS OUTSIDE OF THE GREATER AUSTIN AREA. THE MEALS AND SOCIAL ACTIVITIES HELP PREVENT MALNUTRITION AND FEELINGS OF ISOLATION AND ARE PROVIDED TO THE ELDERLY WITHOUT COST TO THE PARTICIPANTS. 2960299 63072 1534679 OTHER PROGRAM SERVICES:SECOND MEAL PROGRAM - ADDITIONAL 49,630 SECOND MEALS WERE DELIVERED TO NUTRITIONALLY AT RISK PEOPLE WHO ONLY RECEIVED ONE DAILY MEAL.GROCERIES TO GO - 3,592 SHOPPING TRIPS WERE MADE BY VOLUNTEERS FOR HOMEBOUND PERSONS.CLIENT ASSISTANCE - PROVIDED DIRECT FINANCIAL ASSISTANCE TO CLIENTS FOR RENT, UTILITY, AND OTHER PAYMENTS IN THE AMOUNT OF $36,540.PALS PROGRAM - (PETS ASSISTING THE LIVES OF SENIORS). PROVIDED FREE PET FOOD AND HEALTH AND WELLNESS ASSISTANCE FOR CLIENT'S PETS TO ENABLE CLIENTS TO KEEP THEIR PETS IN THEIR HOME TO REDUCE DEPRESSION AND ISOLATION FOR THE HOMEBOUND AND ELDERLY.HANDY WHEELS - VOLUNTEERS MADE 680 MINOR HOME REPAIRS TO IMPROVE SAFETY.COUNTRY WHEELS - PROVIDED AND DELIVERED 31,432 MEALS TO PERSONS IN RURAL AREAS WHERE VOLUNTEERS WERE NOT AVAILABLE TO DELIVER MEALS.MEALS FOR KIDS - PREPARED AND DELIVERED 7,175 SNACKS FOR NUTRITIONALLY AT RISK CHILDREN.HOPE - PROVIDED 5,116 BAGS OF GROCERIES FOR PERSONS IN NEED OF ADDITIONAL FOOD.RESPITE - PROVIDED A SAFE ENVIRONMENT FOR PEOPLE WITH ALZHEIMER'S AND OTHER TYPES OF DEMENTIA. THE PROGRAM ALSO PROVIDES CAREGIVERS FREE TIME.BARRIER REMOVAL - REPAIRED 13 HOMES FOR LOW INCOME HOMEOWNER CLIENTS WHO FACE BARRIER ISSUES IN THEIR HOMES RESULTING IN A DECLINE IN HEALTH AND SAFETY.TEXAS VETERANS' HOME REPAIR - REPAIRED 38 HOMES FOR LOW-INCOME TEXAS VETERANS AND THEIR DEPENDENTS. REPAIRS INCLUDED WINDOW AND DOOR REPLACEMENT, PLUMBING, AND ELECTRICAL REPAIRS.HOME REPAIR (TRAVIS COUNTY CONTRACT - CDBG) - REPAIRED 16 HOMES FOR LOW INCOME CLIENTS. REPAIRS INCLUDED WINDOW AND DOOR REPLACEMENT, PLUMBING, AND ELECTRICAL REPAIRS.HOME REPAIR (STATE OF TEXAS CONTRACT - TDHCT) - COMPLETED NO HOMES DURING THE YEAR.HOME DEPOT HOMEBOUND HEROES - HOME REPAIR - COMPLETED 22 HOMES FOR LOW INCOME CLIENTS. REPAIRS INCLUDED WINDOW AND DOOR REPLACEMENT, PLUMBING, AND ELECTRICAL REPAIRS.TEXAS VETERANS' HOME DELIVERED MEAL PROGRAM. 37,912 MEALS WERE PREPARED AND DELIVERED TO HOMEBOUND, ELDERLY, OR DISABLED VETERANS.LEGISLATIVE ACTIVITIES - ADVOCATED WITH CITY COUNCIL MEMBERS, ELECTED COUNTY OFFICIALS AND STATE LEGISLATORS TO CONTINUE OR INCREASE FUNDING FOR PROGRAMS THAT SERVE OUR CLIENTS. IN ADDITION WE ENGAGED IN GRASSROOTS LOBBYING THAT ENCOURAGED OUR SUPPORTERS TO CONTACT THEIR FEDERAL LEGISLATORS AND ADVOCATE FOR AN END TO SEQUESTRATION AND CUTS TO FEDERAL FUNDING FOR MEALS.COMMUNITY ACTIVITIES - PROVIDED ASSISTANCE TO VARIOUS PROGRAMS THROUGH THE USE OF STAFF AND FACILITIES WHICH INCLUDED THE FOLLOWING: A) PROVIDED 127,700 MEALS FOR GIDDINGS COMMUNITY ACTION AGENCY; B) PROVIDED 86,114 MEALS FOR CHILD INC; C) ADMINISTRATION OF EFSP REGIONAL FUNDING IN TRAVIS AND WILLIAMSON COUNTIES; D) WORKED WITH BSS (BEST SINGLE SOURCE), A CITY OF AUSTIN-FUNDED COLLABORATION THAT PROVIDES CASE MANAGEMENT AND FINANCIAL ASSISTANCE TO RESIDENTS OF AUSTIN AND TRAVIS COUNTY. 2960299 63072 1534679 8666462 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 27 0 1 140 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X X LARRY COSPER 5124766325 3227 E 5TH STREET AUSTIN TX 78702 RICHARD RICK YEOMANS CHAIR 1.00 X X 0 0 0 BENJAMIN M BEN HANSON CHAIR-ELECT 1.00 X X 0 0 0 NELSON S ROBINSON EDD 1ST VICE CHAIR 1.00 X X 0 0 0 NORINE YUKON 2ND VICE CHAIR 1.00 X X 0 0 0 SAMUEL LEE HOUSTON SECRETARY 1.00 X X 0 0 0 MEG YOUNGBLOOD TREASURER 1.00 X X 0 0 0 ADAM I HAUSER MEMBER AT LARGE 1.00 X X 0 0 0 MICHAEL C BROWN IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 NAMKEE G CHOI PH D BOARD MEMBER 1.00 X 0 0 0 ROSIE L JOHNSON BOARD MEMBER 1.00 X 0 0 0 CHRIS MAHER BOARD MEMBER 1.00 X 0 0 0 CHRIS TAYLOR BOARD MEMBER 1.00 X 0 0 0 BRIAN TUERFF BOARD MEMBER 1.00 X 0 0 0 ALLEN E WISE BOARD MEMBER 1.00 X 0 0 0 STEWART WHITEHEAD BOARD MEMBER 1.00 X 0 0 0 LARRY C BUCH PAST TREASURER 1.00 X 0 0 0 RON WESTBROOK BOARD MEMBER 1.00 X 0 0 0 TIM HAYDEN BOARD MEMBER 1.00 X 0 0 0 BOB WYNN BOARD MEMBER 1.00 X 0 0 0 BJ FRIEDMAN PHD BOARD MEMBER 1.00 X 0 0 0 DAN PRUETT PRESIDENT & CEO 40.00 X 165556 0 16086 LARRY COSPER EVP & CFO 40.00 X 100129 0 13386 ANDREA TORRES VP/CPO 40.00 X 83791 0 13248 MICHAEL WILSON COO 40.00 X 0 0 0 349476 0 42720 2 0 1 0 VALLEY INNOVATIVE SERVICES PO BOX 5454 JACKSON MS 39288 FOOD PREPARATION 1833934 VALDEZ REMODELING 3700 B MUNSON ST AUSTIN TX 78721 BUILDING CONSTRUCTION 548607 FETZER-VAUGHN CONSTRUCTION 9300 S IH-35 SUITE A-500 AUSTIN TX 78748 BUILDING CONSTRUCTION 399253 ACE REMODELING & DESIGN 3200 GOVALLE AVE AUSTIN TX 78702 BUILDING CONSTRUCTION 386310 ON-CALL MANAGEMENT SERVICES PO BOX 867 CEDAR PARK TX 78612 MANAGEMENT SERVICES 260861 6 18266 26000 902087 4074812 5021165 CONTRACTED SERVICES 624200 5319387 5319387 5319387 1415 1415 26305 28175 -1870 -1870 -1870 7440 26000 18562 -11122 -11122 OTHER REVENUE 900099 11486 11486 11486 10340461 5319387 0 -91 63072 63072 405719 339054 32528 34137 3268583 2330225 595132 343226 100100 83652 8026 8422 446761 324774 78613 43374 277314 206791 41661 28862 27666 27666 69418 69418 76378 71788 1343 3247 21458 510 350 20598 454466 291543 7181 155742 15551 5406 10145 263670 213409 29450 20811 19270 13966 2129 3175 91506 73932 9904 7670 380003 357171 22832 122129 100342 13561 8226 RECIPIENT MEAL COSTS/HO 3947598 3947598 0 0 SERVICE DELIVERY AND MI 167168 166912 0 256 MISCELLANEOUS 112891 37001 2840 73050 DUES AND SUBSCRIPTIONS 7272 5165 1293 814 6485 6485 10344478 8666462 824011 854005 287891 385566 1748888 1769228 848970 1029537 225 273 60637 90129 8561578 3322276 5423516 5239302 8370127 8514035 428306 605159 243796 333611 3062622 2943879 3734724 3882649 X 4635403 4631386 4635403 4631386 8370127 8514035 -4017 0 X X 0 1 X 1 1 1 X 4091610 4346216 4624001 4911550 5021165 22994542 4091610 4346216 4624001 4911550 5021165 22994542 22994542 16129 6342 7609 9617 1415 41112 680 3086 11566 11486 26818 23062472 20663743 0.99710 0.99700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 650 0 0 1 3273 0 1 14319 18242 0 PART II-B, LINE 1: ALLOCATED SALARIES OF PAID STAFF RELATED TO LOBBYING ACTIVITIES NOT LISTED ABOVE. THESE ACTIVITIES INCLUDE STRATEGIZING AND MEETING WITH ADVOCACY COMMITTEE MEMBERS; MONITORING AND ATTENDING LEGISLATIVE HEARINGS; DEVELOPING LOBBYING MATERIALS; AND SIMILAR ACTIVITIES. 489654 3437 -20297 30675 442119 461484 2073 34099 8002 489654 434869 2107 31457 6949 461484 386697 1443 72906 21295 4882 434869 422984 2164 -12806 20446 5199 386697 1.00000 0 1 1 169032 169032 5838640 1450474 4388166 818426 582277 236149 1735480 1289525 445955 5239302 X 10359023 0 10359023 -18562 -18562 10340461 10363040 18562 18562 10344478 0 10344478 PART X, LINE 2: MOWAM ADOPTED FASB ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THAT STANDARD PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN FINANCIAL STATEMENTS. IT ALSO PROVIDED GUIDANCE FOR DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. THE ORGANIZATIONS' FEDERAL EXEMPT ORGANIZATION RETURNS FOR THE YEARS ENDED SEPTEMBER 30, 2012, 2013, AND 2014, ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 4B - OTHER ADJUSTMENTS: LESS: DIRECT EXPENSES OF FUNDRAISING EVENTS -18,562. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 18,562. X 1 LAUTMAN MASKA AND NEILL 1730 RHODE ISLAND AVE NW SUITE 301 WASHINGTON DC 20036 FUNDRAISING SERVICES 0 908296 95141 813155 908296 95141 813155 TX GOLF TOURNAMENT 33440 26000 7440 1565 5662 8703 2632 33440 26000 7440 1565 5662 8703 2632 18562 -11122 1 GIFTS FOR HOLIDAYS/BIRTHDAYS 10 787 FMV GIFTS FOR HOLIDAYS/BIRTHDAYS GIFT CARDS 6 630 FMV GIFT CARDS FOR FOOD, HOUSEHOLD ITEMS, AND MEDICATIONS PAYMENTS FOR RENT/MORTGAGE 5 3639 FMV PAYMENTS FOR CLIENTS' RENT/MORTGAGE DONATION OF GOODS 180 20325 FMV MICROWAVES, GLASSES, AIR CONDITIONERS, PHONES, DIAPERS, AND OTHER HOUSEHOLD GOODS MEDICAL BILLS ASSISTANCE 3 466 FMV THIRD PARTY PAYMENTS FOR MEDICAL ASSISTANCE ASSISTANCE IN OBTAINING TRANSPORTATION 4 2506 FMV THIRD PARTY PAYMENTS FOR TRANSPORTATION ASSISTANCE OTHER PAYMENTS TO THIRD PARTIES 5 1999 FMV OTHER PAYMENTS TO THIRD PARTIES PAYMENTS TO THIRD PARTIES FOR UTILITIES 16 6352 FMV PAYMENTS TO THIRD PARTIES FOR UTILITIES ASSISTANCE FOR CLIENTS' DOMESTIC PETS 131 26368 FMV PET SUPPLIES AND CARE PART I, LINE 2: CASE MANAGERS REQUEST ITEM VIA SHARED EXCEL SPREADSHEET WHEN NEED IS PRESENTED BY INDIVIDUAL CLIENT. ASST. VP FOR CLIENT SERVICES REVIEWS AND APPROVES THE PURCHASE OF ITEM AS NEEDED AND AS MONEY ALLOWS PER MONTH. IF LARGE PURCHASE, APPROVAL REQUESTED FROM VP FOR CLIENT SERVICES. RECEIPTS ARE ALL TRACKED AND SUBMITTED MONTHLY PLUS ENTERED INTO EXCEL SPREADSHEET AND ACCESS SYSTEM BY CLIENT NAME. AVP SUBMITS RECEIPTS TO VP WHO CHECKS THEM OFF THEN SIGNS OFF AND SUBMITS TO FINANCE. ITEMS PURCHASED ARE ON "NEEDED BASIS AND ARE BASED ON CASE MANAGER OBSERVATION AND ASSESSMENT OF CLIENT NEEDS DURING HOME VISIT. INDIVIDUALS RECEIVING ASSISTANCE THRU BSS AND AE CAP FUNDS HAVE THEIR SEPARATE CRITERIA SET UP BY THOSE ORGANIZATIONS AND MOW CASE MANAGERS DETERMINE ELIGIBILITY BASED ON THAT CRITERIA. X X X X X 0 0 0 0 0 0 0 0 0 DAN PRUETT PRESIDENT & CEO 165556 0 0 0 0 0 5839 0 10247 0 181642 0 0 0 FORM 990, PART III, LINE 2 MEALS ON WHEELS AND MORE RECEIVED A GRANT FROM THE HOME DEPOT FOUNDATION TO START A HOME REPAIR PROGRAM CALLED HOME DEPOT HOMEBOUND HEROES IN FY 14. 22 HOMES WERE COMPLETED FOR LOW-INCOME CLIENTS. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION CHANGED ITS EXECUTIVE COMPENSATION POLICY WHERE THE BOARD OF DIRECTORS DOES A STUDY BASED ON COMPARABLE DATA. FORM 990, PART VI, SECTION A, LINE 8B ALL MEETINGS HAVE CONTEMPORANEOUS DOCUMENTATION, EXCEPT COMPENSATION MEETINGS WHICH DISCUSS CEO DAN PRUETT'S COMPENSATION AND BONUSES. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS ELECTRONICALLY MAILED TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO SIGNING AND MAILING. FORM 990, PART VI, SECTION B, LINE 12C A CODE OF CONDUCT AND ETHICS POLICY IS SIGNED ANNUALLY BY EACH BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 15 FOR ALL STAFF OTHER THAN THE CEO, AN ANNUAL SALARY SURVEY OF OTHER NONPROFITS IS PERFORMED BY THE HUMAN RESOURCES V.P. ALL OF THE STAFF SALARIES ARE COMPARED TO THE SURVEY. FOR THE CEO, AN EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS WILL OBTAIN RESEARCH AND INFORMATION TO MAKE A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS FOR THE COMPENSATION OF THE CEO BASED ON A REVIEW OF COMPARABLE DATA. FOR OTHER HIGHLY COMPENSATED EMPLOYEES, COMPENSATION WILL BE DETERMINED BY THE CEO FOLLOWING THE SAME PRINCIPLES AND PROCESS TO ENSURE FAIR AND REASONABLE COMPENSATION THAT IS NOT EXCESSIVE. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL AUDIT REPORT AND ANNUAL REPORT ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C: FORM 990, PART XII, LINE 2C: THE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT DID NOT CHANGE THE OVERSIGHT PROCESS FROM PRIOR YEAR. AUSTIN MEALS ON WHEELS ENDOWMENT FUND PO BOX 6248 AUSTIN TX 78762 742689184 FINANCIAL SUPPORT FOR MOWAM TX 501(C)(3) LINE 11B, II MEALS ON WHEELS AND MORE INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AUSTIN MEALS ON WHEELS ENDOWMENT FUND C 23236 FMV