2015-05-14T16:11:11-05:00 2014-09-30 751458509 RYLANDER CLAY & OPITZ LLP 3200 RIVERFRONT DRIVE SUITE 200 FORT WORTH TX 76107 990 2013-10-01 751568798 MEALS ON WHEELS INC OF TARRANT COUNTY MEAL 8173369012 320 SOUTH FREEWAY FORT WORTH TX 76104 CARLA JUTSON PRESIDENT AND CEO 8173369012 2015-05-13 1 ALISON WILLIAMS P00509585 8173322301 2013 2016-03-07 17:11:31Z CARLA JUTSON 320 SOUTH FREEWAY FORT WORTH TX 76104 8771515 0 X WWW.MEALSONWHEELS.ORG X 1973 TX 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. 27 27 91 5011 6840 5840 8200239 8576106 0 0 11949 6103 52227 36785 8264415 8618994 2594656 2636227 0 0 2385717 2478028 2205 0 400806 928818 964136 5911396 6078391 2353019 2540603 6479170 9176669 683762 840658 5795408 8336011 MORE THAN JUST A MEAL, IMPROVING LIVES AS WE MAKE TARRANT COUNTY A CARING PLACE TO GROW OLD. 0 0 5150295 2636227 PREPARE AND DELIVER MEALS AND COORDINATE NEEDED SERVICES FOR ELDERLY AND DISABLED HOMEBOUND PERSONS IN TARRANT COUNTY. IN THE CURRENT YEAR THERE WERE 917,722 MEALS DELIVERED TO 4,593 CLIENTS BY 5,011 VOLUNTEERS WHO DONATED 205,838 HOURS AND DROVE 1,112,800 MILES TO DELIVER THE MEALS. THERE WERE ALSO 14,104 HOME VISITS TO ENSURE ELIGIBILITY AND TO BE AN ADVOCATE FOR THE CLIENT. 5150295 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 91 1 1 1 0 0 0 0 1 1 0 0 0 0 X 27 27 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X X X CARLA JUTSON 8173369012 320 SOUTH FREEWAY FORT WORTH TX 76104 AMY CASTER BOARD MEMBER 3.00 X 0 0 0 BETH SCHMIDT VICE CHAIRMAN 3.00 X X 0 0 0 BOBBY TATUM BOARD MEMBER 3.00 X 0 0 0 BRYAN THOMAS BOARD MEMBER 3.00 X 0 0 0 CHRISTINA TOUPS CHAIRMAN 8.00 X 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 HARRY THORLEY JR 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 MARK S NICOL BOARD MEMBER 3.00 X 0 0 0 MATT BROWNING TREASURER 3.00 X X 0 0 0 MELANIE REITER 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 BOARD MEMBER 3.00 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 ROSIE BALBO BOARD MEMBER 3.00 X 0 0 0 SAJATA HALE-WILLIAMS BOARD MEMBER 3.00 X 0 0 0 STAN EFFERTZ BOARD MEMBER 3.00 X 0 0 0 SYLVIA M HARTLESS BOARD MEMBER 3.00 X 0 0 0 TRICIA HUNTER BOARD MEMBER 3.00 X 0 0 0 BEVERLY LEWIS CHIEF FINANCIAL OFFICER 40.00 X 66256 0 12668 CARLA JUTSON PRESIDENT AND CEO 40.00 X 118691 0 16829 184947 0 29497 1 0 0 0 VALLEY SERVICES PO BOX 5454 JACKSON MS 39288 MEALS FOR DELIVERY TO SENIORS 2738681 HAHNFELD HOFFER STANFORD INC 200 BAILEY AVE 200 FORT WORTH TX 76107 ARCHITECTURAL 426648 ABBOTT NUTRITION 625 CLEVELAND AVE COLUMBUS OH 432151724 NUTRITION 100317 3 556688 276108 35000 3311294 4397016 8576106 6103 6103 1437 1437 74400 9000 1541 2160 72859 6840 79699 6840 72859 89940 276108 148820 -58880 -58880 MISCELLANEOUS INCOME, 900099 14529 14529 14529 8618994 14529 6840 21519 2636227 2636227 222221 222221 1792542 1398183 179254 215105 113179 88280 11318 13581 202166 157689 20217 24260 147920 115378 14792 17750 28188 28188 16522 16522 108241 108241 218837 210239 2309 6289 37448 37098 350 74238 59554 11482 3202 127550 127550 146767 137539 4327 4901 62607 55182 2493 4932 UNRELATED BUSINESS TAX 6633 6633 MAINTENANCE 40636 38198 813 1625 CLIENT SERVICES 26946 26946 BANK FEES 21347 21347 48176 45710 1896 570 6078391 5150295 527290 400806 1989620 2616207 922143 901604 119702 1689253 281768 439563 44252 47035 5341488 1858481 3121685 3483007 6479170 9176669 346275 474675 337487 365983 683762 840658 X 3743007 3933931 2052401 4402080 5795408 8336011 6479170 9176669 2540603 0 X X 0 1 X 1 1 1 X 5514373 5660021 6033563 8200239 8576106 33984302 5514373 5660021 6033563 8200239 8576106 33984302 1944247 32040055 46052 65473 117419 9202 81940 320086 -780 37867 6840 43927 793 793 34349108 0.93280 0.93390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1373263 1027127 78643 35000 12727 2431306 720235 609883 80694 30000 7549 1373263 568559 3248 163953 10500 5025 720235 562605 12642 8018 10250 4456 568559 509497 12381 1730 13901 509707 0.46810 0.53190 0 1 1 847016 847016 2455526 904498 1551028 30174 30174 0 614177 512832 101345 1394595 410977 983618 3483007 8771515 152521 152521 8618994 0 8618994 6230912 152521 152521 6078391 0 6078391 PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT REVENUE NET SHOWN AS REVENUE ON AUDIT 148,820. RENTAL EXPENSES 3,701. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NET SHOWN AS EXPENSE ON AUDIT 148,820. RENTAL EXPENSES 3,701. 40TH ANNIVERSARY GALA 122080 95830 26250 381 19386 3551 500 36497 GOLF 84978 47538 37440 5492 15170 5982 142 3590 5 158990 132740 26250 473 21680 15604 20372 366048 276108 89940 5873 35029 31213 16246 60459 148820 -58880 0 MEAL SERVICES 4593 2628243 COST TO ORGANIZATION PROVIDE MEALS FOR THE ELDERLY AND HOMEBOUND. UTILITY REIMBURSEMENTS 81 7984 COST TO ORGANIZATION ASSIST THE NEEDY ON THEIR UTILITY COSTS. FORM 990, PART VI, SECTION A, LINE 2 THE BOARD OF DIRECTORS INCLUDES EMILY GRIMES AND MELANIE REITER, WHO HAVE A FAMILY 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 320 SOUTH FREEWAY FORT WORTH TX 76104 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 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 MEALS ON WHEELS INC OF TARRANT COUNTY ENDOWMENT C LESS THAN $50,000 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