2015-08-05T15:19:31-05:00 2014-09-30 742920819 ATCHLEY & ASSOCIATES LLP 6850 AUSTIN CENTER BLVD STE 180 AUSTIN TX 787313129 990 2013-10-01 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 2015-08-05 1 KAREN E ATCHLEY P00238005 5123462086 2013 2016-03-07 17:11:31Z DAN PRUETT 3227 EAST 5TH STREET AUSTIN TX 78702 9719113 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. 19 19 134 8700 0 0 4624001 5298863 3415695 4385567 4051 -2078 20869 16419 8064616 9698771 53097 57480 0 0 3866059 4188882 53822 56116 823157 4023883 5095310 7996861 9397788 67755 300983 8309776 8370127 3975356 3734724 4334420 4635403 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 3642402 1639274 MEALS ON WHEELS - 511,012 FIRST MEALS WERE PREPARED AND DELIVERED TO THE HOMEBOUND, ELDERLY, DISABLED AND OTHER PEOPLE IN NEED. 966105 925579 HOME REPAIR (TRAVIS COUNTY CONTRACT - CDBG)- REPAIRED 37 HOMES FOR LOW-INCOME CLIENTS. REPAIRS INCLUDED WINDOW AND DOOR REPLACEMENT, PLUMBING, AND ELECTRICAL REPAIRS. 840863 745596 COMBINED CONGREGATE PROGRAM- PROVIDED 83,059 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. 2373092 57480 1075118 OTHER PROGRAM SERVICES:SECOND MEAL PROGRAM - ADDITIONAL 54,033 SECOND MEALS WERE DELIVERED TO NUTRITIONALLY AT RISK PEOPLE WHO ONLY RECEIVED ONE DAILY MEAL.GROCERIES TO GO - 3,507 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 $16,017.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 800 MINOR HOME REPAIRS TO IMPROVE SAFETY.COUNTRY WHEELS - PROVIDED AND DELIVERED 32,640 MEALS TO PERSONS IN RURAL AREAS WHERE VOLUNTEERS WERE NOT AVAILABLE TO DELIVER MEALS.MEALS FOR KIDS - PREPARED AND DELIVERED 6,124 MEALS FOR NUTRITIONALLY AT RISK CHILDREN. PROVIDED NUTRITION EDUCATION INFORMATION FOR AFTER SCHOOL PROGRAMS.HOPE - PROVIDED 5,210 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.HOME REPAIR (CITY OF AUSTIN GENERAL OBLIGATION BONDS) - REPAIRED 32 HOMES FOR LOW-INCOME CLIENTS. REPAIRS INCLUDED WINDOW AND DOOR REPLACEMENT, PLUMBING, AND ELECTRICAL REPAIRS.BARRIER REMOVAL - REPAIRED 12 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 4 HOMES FOR LOW-INCOME TEXAS VETERANS AND THEIR DEPENDENTS. REPAIRS INCLUDED WINDOW AND DOOR REPLACEMENT, PLUMBING, AND ELECTRICAL REPAIRS.HOME REPAIR (STATE OF TEXAS CONTRACT - TDHCT) - COMPLETED 3 HOMES FOR LOW-INCOME CLIENTS. REPAIRS INCLUDED WINDOW AND DOOR REPLACEMENT, PLUMBING, AND ELECTRICAL REPAIRS.TEXAS VETERANS' HOME DELIVERED MEAL PROGRAM. 38,955 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 123,108 MEALS FOR GIDDINGS COMMUNITY ACTION AGENCY; B) ADMINISTRATION OF EFSP REGIONAL FUNDING IN TRAVIS AND WILLIAMSON COUNTIES; C) 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. 2373092 57480 1075118 7822462 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 26 0 1 134 1 0 0 0 0 0 1 1 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 1 0 X X LARRY COSPER 5124766325 3227 E 5TH STREET AUSTIN TX 78702 MICHAEL C BROWN CHAIR 1.00 X X 0 0 0 RICHARD RICK YEOMANS CHAIR-ELECT 1.00 X X 0 0 0 RON WESTBROOK 1ST VICE CHAIR 1.00 X X 0 0 0 BENJAMIN M BEN HANSON 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 TIM HAYDEN IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 NAMKEE G CHOI PH D BOARD MEMBER 1.00 X 0 0 0 BJ FRIEDMAN PHD 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 NELSON S ROBINSON EDD 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 BOB WYNN BOARD MEMBER 1.00 X 0 0 0 LARRY C BUCH PAST TREASURER 1.00 X 0 0 0 NORINE YUKON BOARD MEMBER 1.00 X 0 0 0 STEWART WHITEHEAD BOARD MEMBER 1.00 X 0 0 0 DAN PRUETT PRESIDENT & CEO 40.00 X 155385 0 13010 LARRY COSPER EVP & CFO 40.00 X 95741 0 12638 ANDREA TORRES VP/CPO 40.00 X 81423 0 13088 332549 0 38736 1 0 1 0 VALLEY INNOVATIVE SERVICES PO BOX 5454 JACKSON MS 39288 FOOD PREPARATION 2039606 FETZER-VAUGHN CONSTRUCTION 9300 S IH-35 SUITE A-500 AUSTIN TX 78748 BUILDING CONSTRUCTION 464906 VALDEZ REMODELING 3700 B MUNSON ST AUSTIN TX 78721 BUILDING CONSTRUCTION 366590 ON-CALL MANAGEMENT SERVICES PO BOX 867 CEDAR PARK TX 78612 MANAGEMENT SERVICES 361796 ACE REMODELING & DESIGN 3200 GOVALLE AVE AUSTIN TX 78702 BUILDING CONSTRUCTION 200481 5 14057 18523 1053021 4213262 5298863 CONTRACTED SERVICES 624200 4385567 4385567 4385567 1617 1617 8000 0 8000 8000 8000 3695 -3695 -3695 -3695 13500 18523 16647 -3147 -3147 OTHER REVENUE 900099 11566 11566 11566 9698771 4385567 0 14341 57480 57480 376781 309285 32926 34570 3085215 2256222 495092 333901 92229 75707 8060 8462 374770 266971 67606 40193 259887 193775 38265 27847 27191 25941 1250 56116 56116 68059 63893 1126 3040 38428 38428 389802 202255 4626 182921 15660 10278 5382 238624 199284 19169 20171 24336 20638 1049 2649 91744 68955 14368 8421 375476 349068 26408 118714 101876 8810 8028 RECIPIENT MEAL COSTS/HO 3377930 3377930 SERVICE DELIVERY AND MI 176370 176050 78 242 MISCELLANEOUS 57866 29244 3822 24800 BUILDING REFINANCING CO 55776 55388 388 39334 37610 534 1190 9397788 7822462 752169 823157 241179 287891 1662897 1748888 742555 848970 225 225 69424 60637 8455072 3031556 5593496 5423516 8309776 8370127 660275 428306 204260 243796 3110821 3062622 3975356 3734724 X 4334420 4635403 4334420 4635403 8309776 8370127 300983 0 X X 0 1 X 1 1 1 X 4486394 4091610 4346216 4624001 4911550 22459771 4486394 4091610 4346216 4624001 4911550 22459771 22459771 12396 16129 6342 7609 9617 52093 680 3086 11566 15332 22527196 17748068 0.99700 0.99730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 614 0 1 2500 1 3051 0 1 12512 18677 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. 461484 2073 34099 8002 489654 434869 2107 31457 6949 461484 386697 1443 72906 21295 4882 434869 422984 2164 -12806 20446 5199 386697 420211 1622 28312 21369 5792 422984 1.00000 0 1 1 169032 169032 5775088 1272850 4502238 824594 547343 277251 1686358 1211363 474995 5423516 X 9715418 0 9715418 -16647 -16647 9698771 9414435 16647 16647 9397788 0 9397788 PART X, LINE 2: EFFECTIVE OCTOBER 1, 2009, MOWAM ADOPTED FASB ASC 740-10, 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: LESS: DIRECT EXPENSES OF FUNDRAISING EVENTS -16,647. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 16,647. X 1 LAUTMAN MASKA AND NEILL 1730 RHODE ISLAND AVE NW SUITE 301 WASHINGTON DC 20036 FUNDRAISING SERVICES 0 895000 72157 822843 895000 72157 822843 TX GOLF TOURNAMENT 32023 18523 13500 2167 5380 5825 350 2925 32023 18523 13500 2167 5380 5825 350 2925 16647 -3147 1 GIFTS FOR HOLIDAYS/BIRTHDAYS 6 1068 FMV GIFTS FOR HOLIDAYS/BIRTHDAYS GIFT CARDS 8 1000 FMV GIFT CARDS FOR FOOD, HOUSEHOLD ITEMS, AND MEDICATIONS PAYMENTS FOR RENT/MORTGAGE 11 3199 FMV PAYMENTS FOR CLIENTS' RENT/MORTGAGE DONATION OF GOODS 96 16804 FMV MICROWAVES, GLASSES, AIR CONDITIONERS, PHONES, DIAPERS, AND OTHER HOUSEHOLD GOODS ASSISTANCE IN OBTAINING TRANSPORTATION 9 3731 FMV THIRD PARTY PAYMENTS FOR TRANSPORTATION ASSISTANCE OTHER PAYMENTS TO THIRD PARTIES 5 280 FMV OTHER PAYMENTS TO THIRD PARTIES PAYMENTS TO THIRD PARTIES FOR UTILITIES 4 944 FMV PAYMENTS TO THIRD PARTIES FOR UTILITIES ASSISTANCE FOR CLIENTS' DOMESTIC PETS 139 29454 FMV PET SUPPLIES AND CARE GROCERY GIFT CARDS 24 1000 FMV ASSISTANCE WITH GROCERIES 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 BASES" 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 0 0 0 0 0 0 0 0 0 DAN PRUETT PRESIDENT & CEO 155385 0 0 0 0 0 5353 0 7657 0 168395 0 0 0 FORM 990, PART III, LINE 2 MEALS ON WHEELS AND MORE RECEIVED A GRANT FROM TEXAS VETERANS COMMISSION TO START A FOOD PROGRAM IN FY 13. ALMOST 39,000 MEALS WERE PROVIDED TO VETERANS. 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 15B 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. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0