2014-01-06T11:17:39-06:00 2013-06-30 260794367 UHY ADVISORS MID-ATLANTIC MD INC 8601 ROBERT FULTON DRIVE SUITE 210 COLUMBIA MD 21046 990 2012-07-01 526074723 MEALS ON WHEELS OF CENTRAL MARYLAND INC MEAL 4105580932 515 S HAVEN STREET BALTIMORE MD 21224 STEPHANIE ARCHER-SMITH 4105580932 2014-01-06 1 B JENNINE ANDERSON P00042998 4107205220 2012 2015-11-30 17:44:51Z STEPHANIE ARCHER-SMITH 515 S HAVEN STREET BALTIMORE MD 21224 7771504 0 X WWW.MEALSONWHEELSMD.ORG X 1967 MD TO ENHANCE THE QUALITY OF LIFE THROUGH THE PROVISION OF NUTRITIOUS MEALS, PERSONAL CONTACT, AND OTHER RELATED SERVICES. 28 27 159 2633 0 0 3863523 4373368 3980364 2928265 72225 10248 4798 8533 7920910 7320414 0 0 0 0 3342402 2838917 0 58227 409164 4716349 4356663 8058751 7253807 -137841 66607 6864145 7622489 467399 711697 6396746 6910792 X OUR CHARITABLE MISSION IS TO ENHANCE THE QUALITY OF LIFE FOR INDIVIDUALS WHO ARE HOMEBOUND, FRAIL, AND ELDERLY THROUGH THE PROVISION OF NUTRITIOUS MEALS, PERSONAL CONTACT, AND RELATED SERVICES. THIS AGENCY IS ONE OF THE LARGEST AND OLDEST, VOLUNTEER-BASED HOME DELIVERED MEAL PROGRAMS IN THE COUNTY. BEGINNING IN BALTIMORE CITY, WE HAVE GROWN TO PROVIDE HOME DELIVERED SERVICES THROUGHOUT MARYLAND.MOST OF OUR CLIENTS ARE ELDERLY, INCLUDING MANY SENIORS IN POVERTY. WE ALSO SERVE CLIENTS WHO ARE UNDER THE AGE OF 60 AND UNABLE TO PROVIDE FOR THEMSELVES. WE ARE MORE THAN JUST A MEAL. WE PROVIDE OUR CLIENTS WITH A FRIENDLY DAILY VISIT BY A VOLUNTEER, GROCERY SHOPPING AND DELIVERY, AND OTHER SUPPORT SERVICES, TO HELP THEM MAINTAIN THEIR INDEPENDENCE, LIVING IN THEIR HOMES, FOR AS LONG AS POSSIBLE.DAILY CONTACT BY OUR VOLUNTEERS TO OUR HOMEBOUND CLIENTS IS PARAMOUNT AS MANY CLIENTS WOULD NOT EXPERIENCE DIRECT HUMAN CONTACT WITHOUT A DAILY VISIT AND/OR PHONE CALL FROM ONE OF OUR VOLUNTEERS. 0 0 4835577 2932013 NUTRITION SERVICES. MEALS ON WHEELS OF CENTRAL MARYLAND PROVIDES NUTRITION AND DAILY CONTACT TO ALL INDIVIDUALS IN THE AREA REGARDLESS OF THEIR FINANCIAL ABILITY TO CONTRIBUTE TO THE AGENCY. MEALS ARE DELIVERED TO THE HOMEBOUND CLIENTS WHO ARE UNABLE TO SHOP AND COOK FOR THEMSELVES ON MONDAY THROUGH FRIDAY REGARDLESS OF HOLIDAY. FOR THOSE CLIENTS WHO HAVE NO FAMILY SUPPORT, THE AGENCY ALSO PROVIDES WEEKEND MEALS DELIVERED ON FRIDAYS. ANNUALLY, THE CLIENTS ARE ALSO PROVIDED SHELF STABLE (EMERGENCY MEAL) KITS, TO BE USED IN THE EVENT THAT WEATHER MAKES MEAL DELIVERY SERVICE NOT POSSIBLE. THE MEALS PROVIDE TWO-THIRDS OF AN INDIVIDUAL'S DAILY NUTRITIONAL REQUIREMENTS FOR OLDER ADULTS. CLIENTS RECEIVE A HOT LUNCH AND COLD EVENING MEAL. MENU OPTIONS FOR CLIENTS INCLUDE A "NO CONCENTRATED SWEETS" DIET, SUBSTITUTIONS FOR FISH AND PORK BASED ON RELIGIOUS REQUIREMENTS OR PREFERENCE, AND TEXTURE MODIFIED MEALS FOR CLIENTS WHO HAVE DIFFICULTY CHEWING AND SWALLOWING. KOSHER MEALS ARE ALSO DELIVERED IN SOME GEOGRAPHICAL AREAS. TO SUPPLEMENT MEAL SERVICE, CLIENTS ARE ALSO OFFERED GROCERY SHOPPING SERVICES PROVIDED BY A VOLUNTEER. THIS ALLOWS CLIENTS TO ACCESS OTHER GROCERY ITEMS, HOUSEHOLD PRODUCTS AND TOILETRIES THAT THEY MIGHT NEED. THE AGENCY ALSO PROVIDES MEAL SERVICES TO NON-PROFITS THAT RUN ADULT DAY CARE PROGRAMS, SENIOR CENTERS AND SENIOR CONGREGATE HOUSING. THE ADULT PROGRAMS BENEFIT FROM THE SAME ATTENTION TO PROPER NUTRITION AND HEALTH PROMOTION THAT OUR HOMEBOUND CLIENTS RECEIVE. FOR ALL OF OUR CONSUMERS OF NUTRITION SERVICES, WE PERIODICALLY PROVIDE INFORMATION ON VARIOUS ASPECTS OF HEALTHY EATING AND NUTRITION. 1420377 CLIENT SERVICES PROGRAM. CLIENT SERVICES STAFF ARE AVAILABLE IN EACH OF THE COUNTIES WHERE WE OPERATE. FROM INITIAL CONTACT THROUGH THE ENTIRE EPISODE OF SERVICE, THEY PROVIDE INFORMATION, REFERRAL AND ASSISTANCE TO OUR CLIENTELE. FOR NUTRITIONAL ASSISTANCE, OUR AGENCY NUTRITIONIST IS AVAILABLE FOR CONSULTATION. THE CLIENT SERVICES STAFF SERVES AS LIAISON BETWEEN OUR CLIENTS AND THE AGENCY'S GROCERY SHOPPING, PET FOOD (THE KIBBLE CONNECTION) AND PHONE PAL SERVICES, WHICH ARE PROVIDED BY AGENCY VOLUNTEERS. WHEN NECESSARY, CLIENT SERVICES WILL CONDUCT AN IN-HOME ASSESSMENT OF THE CLIENT AND PROVIDE REFERRALS TO OTHER SERVICE PROVIDERS AS INDICATED. OUR GOAL FOR MEALS ON WHEELS OF CENTRAL MARYLAND IS TO PROVIDE AN IN-HOME ASSESSMENT OF ALL CLIENTS WITHIN THIRTY DAYS OF COMMENCING SERVICE.OUR CLIENTS ARE NEEDY, ISOLATED, SOMETIMES SUFFERING FROM DEMENTIA AND IN GENERAL NOT ABLE TO MANAGE ALL FACETS OF THEIR ACTIVITIES OF DAILY LIVING WITHOUT SUPPORT. THE AGENCY IS A CRITICAL LINK BETWEEN THE CLIENT AND THE COMMUNITY; IN MANY CASES MEALS ON WHEELS OF CENTRAL MARYLAND IS THE AGENCY THEY CALL FOR ANSWERS BECAUSE THEY ARE CONNECTED TO US.OUR CLIENT SERVICES DEPARTMENT ALSO RESPONDS TO EMERGENCIES WITH THE CLIENTS, AND WILL ENGAGE EMERGENCY CONTACTS (USUALLY IDENTIFIED FAMILY MEMBERS) IF THE SITUATION WARRANTS THEIR INVOLVEMENT. NOT ALL CLIENTS ARE ELDERLY. APPROXIMATELY 8.8% OF THE PEOPLE SERVED ARE UNDER THE AGE OF SIXTY. THEY CAN BE HOMEBOUND BECAUSE OF PERMANENT DISABILITY OR RECUPERATION FROM SURGERY OR INJURY. THE STAFF IN CLIENT SERVICES WILL ENSURE THAT ELIGIBLE CLIENTS ARE PROVIDED NUTRITIONAL SERVICES REGARDLESS OF THEIR ABILITY TO PAY. THEY WILL DISCUSS AN INDIVIDUAL'S FINANCES AND TAKE INTO ACCOUNT THEIR ANXIETY ABOUT THE COST OF LIVING AND THE CLIENT'S LIMITED FINANCES. A SIGNIFICANT PORTION OF OUR CLIENTS ARE SENIORS IN POVERTY. BUT BEYOND THAT, MANY CLIENTS WHO OWN THEIR OWN HOME ARE ALSO FACED WITH THE COST OF UPKEEP, TAXES, SIGNIFICANT HEALTH COSTS AND MANY OTHER DAY TO DAY EXPENSES THAT CAUSE CHALLENGES. ALL OF THESE FACTORS ARE DISCUSSED AT LENGTH WITH AGENCY CLIENTS. THE AGENCY RECRUITS, TRAINS AND SUPPORTS A NETWORK OF OVER 2,000 VOLUNTEERS WHO PROVIDE THE MEALS AND DAILY CONTACT TO OUR CLIENTS. THIS MODEL HAS SERVED THE COMMUNITY EFFECTIVELY FOR DECADES. THE VOLUNTEER HAS THE OPPORTUNITY TO PROVIDE A MEANINGFUL SERVICE TO THE COMMUNITY; THE CLIENT HAS THE OPPORTUNITY TO HAVE GOOD NUTRITION AND A BRIEF VISIT FROM A CARING NEIGHBOR. THE IMPORTANCE OF DAILY CONTACT CANNOT BE MINIMIZED. VOLUNTEERS PROVIDE A LINK BETWEEN THE CLIENT AND THE COMMUNITY THROUGH DAILY CHECKS ON THE CLIENT'S CONDITION. THEY ARE ABLE TO SPOT CHANGES IN HEALTH OR LIVING CONDITIONS, OR OTHER CONCERNS AND REPORT BACK TO CLIENT SERVICES FOR APPROPRIATE ACTION.WITHOUT THE CONTRIBUTION OF THESE CARING VOLUNTEERS, MEALS ON WHEELS OF CENTRAL MARYLAND WOULD NOT BE ABLE TO MEET ITS MISSION. 6255954 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 9 0 159 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X JANET E HEIFNER 4105580917 515 S HAVEN ST BALTIMORE MD 21224 JONATHAN WACHS ESQ 1.00 X X 0 0 0 BRANDI HEALEY 1.00 X X 0 0 0 GARY PEISACH 1.00 X X 0 0 0 BARBARA PETTIT 1.00 X X 0 0 0 R SCOTT ROYSTER 1.00 X X 0 0 0 RICHARD RUGGIERI CPA 1.00 X X 0 0 0 EDWIN JULES 1.00 X X 0 0 0 CATHERINE WAX 1.00 X X 0 0 0 JAMES GABRIEL 1.00 X 0 0 0 KAREN JACOBS 1.00 X 0 0 0 LISELOTTE DAVIS 1.00 X 0 0 0 MERIDITH MARTIN MASON 1.00 X 0 0 0 ALAN PELJOVICH PE 1.00 X 0 0 0 BARRY REICHER MD 1.00 X 0 0 0 A THOMAS GRAZIO 35.00 X X 17752 0 40 STEPANIE ARCHER-SMITH 35.00 X X 55285 0 0 ELIZABETH TOLAND 1.00 X 0 0 0 NANCY DELASKI 1.00 X 0 0 0 SUSAN FIALA 1.00 X 0 0 0 LOIS GROSS 1.00 X 0 0 0 JIM ARNEY 1.00 X 0 0 0 STEPHANIE TYRRELL 1.00 X 0 0 0 JESSICA GLAZER 1.00 X 0 0 0 COLLEEN PLEASANT KLINE 1.00 X 0 0 0 MICHAEL STROUSE 1.00 X 0 0 0 PETER KIRCHGRABER 1.00 X 0 0 0 PEGGY SHELLER 1.00 X 0 0 0 PHYLLIS FREEMAN 1.00 X 0 0 0 PAUL DERSTINE 35.00 X 44580 0 0 JANET E HEIFNER 35.00 X 76824 0 5130 194441 0 5170 0 0 0 0 VALLEY PO BOX 5454 JACKSON MS 392885454 FOOD SERVICE 1116070 LEVINDALE 2434 WEST BELVEDERE AVENUE BALTIMORE MD 21215 FOOD SERVICE 240091 2 129768 152777 2470678 1620145 4373368 MEALS TO CLIENTS 624100 2928265 2928265 2928265 7441 7441 385028 382221 2807 2807 2807 12950 152777 8165 4785 4785 60704 60704 0 MISCELLANEOUS 624100 3748 3748 3748 7320414 2932013 0 15033 X 208804 125683 52368 30753 2101710 1652088 286374 163248 62476 48426 8519 5531 216199 167178 31152 17869 249728 196262 36194 17272 1215 935 178 102 22499 17322 3288 1889 58227 58227 19496 6499 6499 6498 2799483 2790448 5738 3297 189096 141946 33342 13808 179409 138222 34330 6857 317109 315806 851 452 21725 6386 10223 5116 266511 228850 29090 8571 39597 4145 35452 FOOD & KITCHEN SUPPLIES 299330 298203 831 296 OUTSIDE PRINTING 93367 79167 300 13900 POSTAGE AND SHIPPING 69287 12370 6909 50008 MISCELLANEOUS 34814 24636 5988 4190 3725 1382 1063 1280 7253807 6255954 588689 409164 877 230878 701502 424473 266509 283708 468599 642804 99547 125133 102245 4910843 2723122 2087282 2187721 3114696 3750660 6864145 7622489 413208 532876 130603 54191 48218 467399 711697 X 6315295 6801517 81451 109275 6396746 6910792 6864145 7622489 66607 447439 0 X 0 1 X 1 1 1 X 4010093 4327520 3903835 3863523 4373368 20478339 4010093 4327520 3903835 3863523 4373368 20478339 20478339 56340 30796 24585 16641 7441 135803 -4336 -3162 -284 10305 8533 11056 20625198 14881895 0.99290 0.57080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3644884 266513 456232 173000 19496 4175133 4429987 -117567 667536 3644884 3754272 11086 831737 167108 4429987 3353722 161337 428848 189635 3754272 3792683 429296 -651262 216995 3353722 1.00000 1 0 385554 385554 2003522 1105662 897860 1660441 1021737 638704 861326 595723 265603 2187721 CONSOLIDATED INVESTMENT FUND 3750660 F 3750660 PENSION LIABILITY 48218 48218 X 8379162 447439 630805 1078244 7300918 19496 19496 7320414 7865116 630805 630805 7234311 19496 19496 7253807 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE BOARD OF DIRECTORS CREATED THE ENDOWMENT FUND TO SUPPORT THE MISSION OF THE AGENCY. IT IS A TOOL FOR PRESERVATION OF CAPITAL IN ORDER TO PROVIDE FINANCIAL STABILITY FOR THE AGENCY YEAR TO YEAR. ANNUALLY 5% OF THE MARKET VALUE IS TRANSFERRED TO THE OPERATIONS ACCOUNT TO BE USED BY THE AGENCY. IT HAS, UPON OCCASION AT THE DISCRETION OF THE BOARD, BEEN USED TO FUND CAPITAL PROJECTS THAT WERE NOT COMPLETELY FUNDED BY REVENUE FROM OPERATIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE INCOME TAX POSITIONS TAKEN BY THE AGENCY FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS ARE THAT THE AGENCY CONTINUES TO BE EXEMPT FROM INCOME TAXES AND THAT THE AGENCY HAS PROPERLY REPORTED UNRELATED BUSINESS INCOME THAT IS SUBJECT TO INCOME TAXES. THE AGENCY BELIEVES THAT THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD SIGNIFICANTLY INCREASE UNRECOGNIZED TAX LIABILITIES WITHIN 12 MONTHS OF THE REPORTING DATE. NONE OF THE AGENCY'S FEDERAL OR STATE INCOME TAX RETURNS ARE CURRENTLY UNDER EXAMINATION. HOWEVER, FISCAL YEARS 2010 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE IRS AND STATE AUTHORITIES. X 1 LAUTMAN MASKA NEILL & CO 1730 RHODE ISLAND AVE NW WASHINGTON DC 20036 REFER TO PART IV FOR DESCRIPTION OF ACTIVITY 0 483204 58227 424977 483204 58227 424977 MD CULINARY EXTRAVAGANZA 165727 152777 12950 3500 4215 450 165727 152777 12950 3500 4215 450 8165 4785 ACTIVITIES OF PROFESSIONAL FUNDRAISER: SCHEDULE G, PART I, LINE 2B(II) CONSULTATION, COPY-WRITING, LIST ACQUISITION, COORDINATING PRODUCTION, ANALYSIS OF RESULTS X SOFTWARE 1 38250 FAIR MARKET VALUE 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 MEALS ON WHEELS OF CENTRAL MARYLAND, INC HAS A PROCESS TO REVIEW THE 990 AND COPIES ARE PROVIDED TO THE AGENCY'S GOVERNING BOARD. AFTER THE AUDITED FINANCIAL STATEMENTS HAVE BEEN REVIEWED AND APPROVED BY THE FINANCE/AUDIT COMMITTEE, A DRAFT FORM 990 IS PREPARED BY OUR ACCOUNTANT. THE FORM 990 IS THEN REVIEWED BY THE DIRECTOR OF FINANCE, DIRECTOR OF DEVELOPMENT, AND THE EXECUTIVE DIRECTOR. AFTER ANY NECESSARY CHANGES ARE MADE, A REVISED DRAFT IS PRESENTED TO THE FINANCE/AUDIT COMMITTEE. AFTER ANY ADDITIONAL CHANGES ARE MADE AND FINAL APPROVAL IS OBTAINED FROM THE FINANCE COMMITTEE, THE FORM 990 IS SIGNED BY THE EXECUTIVE DIRECTOR AND SUBMITTED WITHIN THE FILING DEADLINE. BEFORE FILING, AN ELECTRONIC COPY OF THE APPROVED FORM 990 IS EMAILED TO THE ENTIRE GOVERNING BOARD AND HARD COPIES ARE MADE AVAILABLE AT THE SUBSEQUENT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST GUIDELINES ARE ESTABLISHED FOR BOARD MEMBERS AND MEMBERS OF THE SENIOR MANAGEMENT STAFF. ANNUALLY GUIDELINES AND CONFLICT OF INTEREST FORMS ARE SUBMITTED TO THE BOARD OF DIRECTORS IN THE MAILING FOR THE MARCH BOARD MEETING. THERE ARE TWO FOLLOW-UP REQUESTS TO BOARD MEMBERS WHO DO NOT SUBMIT THE REQUIRED FORM. CUSTOMARILY, THESE ARE INACTIVE MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 MEALS ON WHEELS OF CENTRAL MARYLAND, INC. HAS A COMPREHENSIVE APPROACH TO REVIEWING SALARIES OF THE EXECUTIVE DIRECTOR AND EMPLOYEES. THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE IN A SEPARATE REPORT, ABSENT THE EXECUTIVE DIRECTOR. COMPARISONS ARE COMPILED BY THE HUMAN RESOURCE DEPARTMENT AND THE DIRECTOR OF FINANCE. THE EXECUTIVE DIRECTOR'S COMPENSATION COMPARISON REVIEW USES SALARY AND BENEFIT SURVEYS, SPECIFICALLY FOR NON-PROFITS. IF REQUIRED, OTHER ANALYSIS MAY BE INCORPORATED OR USED. THE BOARD DECIDES ON ANY SALARY ADJUSTMENTS, WHICH IS THEN INCLUDED IN THE BUDGET. THE PERSONNEL COMMITTEE, COMPOSED OF THE EXECUTIVE DIRECTOR, DIRECTOR OF FINANCE, AND THE HUMAN RESOURCES MANAGER, MEETS ANNUALLY TO REVIEW THE AGENCY'S COMPENSATION FOR EMPLOYEES. THE AGENCY USES DATA FROM SALARY AND BENEFIT SURVEYS SPECIFICALLY FOR NON-PROFITS. IN ADDITION TO THE SALARY ANALYSIS, A BENEFIT ANALYSIS IS ALSO PRESENTED THAT BENCHMARKS THE AGENCY TO OTHER SIMILAR IN SIZE AND OR SERVICE RELATED ORGANIZATIONS. FOR ALL POSITIONS, THE PERSONNEL COMMITTEE FACTORS IN THE EMPLOYEES' BENEFITS ALONG WITH THE EMPLOYEES' COMPENSATION FOR A OVERALL BENEFIT/SALARY COMPREHENSIVE REVIEW. FORM 990, PART VI, SECTION C, LINE 19 MEALS ON WHEELS OF CENTRAL MARYLAND, INC. WILL PROVIDE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC BY WRITTEN REQUEST MAILED TO: MEALS ON WHEELS OF CENTRAL MARYLAND ATTN: DIRECTOR OF FINANCE 515 S. HAVEN STREET BALTIMORE, MD 21224 OTHER FEES FORM 990, PART IX, LINE 11G PAYROLL, TEMP LABOR, ETC.: PROGRAM SERVICE EXPENSES 30,231. MANAGEMENT AND GENERAL EXPENSES 5,738. FUNDRAISING EXPENSES 3,297. TOTAL EXPENSES 39,266. FOOD PREPARATION: PROGRAM SERVICE EXPENSES 2,760,217. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,760,217.