2014-08-05T10:19:28-05:00 2013-09-30 742920819 ATCHLEY & ASSOCIATES LLP 6850 AUSTIN CENTER BLVD STE 180 AUSTIN TX 787313129 990 2012-10-01 237202594 MEALS ON WHEELS AND MORE INC (FKA UNITED AUSTIN FOR THE ELDERLY) MEAL 5124766325 3227 EAST 5TH STREET AUSTIN TX 78702 LARRY COSPER 5124766325 2014-08-04 1 KAREN E ATCHLEY P00238005 5123462086 2012 2015-11-30 17:44:51Z DAN PRUETT 3227 EAST 5TH STREET AUSTIN TX 78702 8080867 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 19 129 8000 0 0 4346216 4624001 4105040 3415695 2950 4051 12692 20869 8466898 8064616 41500 53097 0 0 3696677 3866059 65734 53822 719602 4549180 4023883 8353091 7996861 113807 67755 8136840 8309776 3870175 3975356 4266665 4334420 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. 0 0 3402759 1684682 MEALS ON WHEELS - 497,279 FIRST MEALS WERE PREPARED AND DELIVERED TO THE HOMEBOUND, ELDERLY, DISABLED AND OTHER PEOPLE IN NEED. 494887 495104 BARRIER REMOVAL - REPAIRED 26 HOMES FOR LOW INCOME HOMEOWNER CLIENTS WHO FACE BARRIER ISSUES IN THEIR HOMES RESULTING IN A DECLINE IN HEALTH AND SAFETY. 863227 551010 COMBINED CONGREGATE PROGRAM - PROVIDED 83,845 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. 1822482 53097 684899 OTHER PROGRAM SERVICES: GROCERIES TO GO - 3,675 SHOPPING TRIPS WERE MADE BY VOLUNTEERS FOR HOMEBOUND PERSONS. CLIENT ASSISTANCE - PROVIDED DIRECT FINANCIAL ASSISTANCE TO CLIENTS FOR RENT, UTILITY, AND OTHER ASSISTANCE IN THE AMOUNT OF $33,819. 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 751 MINOR HOME REPAIRS TO IMPROVE SAFETY. COUNTRY WHEELS - PROVIDED AND DELIVERED 32,772 MEALS TO PERSONS IN RURAL AREAS WHERE VOLUNTEERS WERE NOT AVAILABLE TO DELIVER MEALS. MEALS FOR KIDS - PREPARED AND DELIVERED 4,931 MEALS FOR NUTRITIONALLY AT RISK CHILDREN. PROVIDED NUTRITION EDUCATION INFORMATION FOR AFTER SCHOOL PROGRAMS. HOPE - PROVIDED 4,613 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 - REPAIRED 17 HOMES FOR LOW-INCOME CLIENTS. REPAIRS INCLUDED WINDOW AND DOOR REPLACEMENT, PLUMBING, AND ELECTRICAL REPAIRS. SECOND MEAL PROGRAM - ADDITIONAL 52,521 SECOND MEALS WERE DELIVERED TO NUTRITIONALLY AT RISK PEOPLE WHO ONLY RECEIVED ONE DAILY MEAL. TEXANS VETERANS' HOME REPAIR - REPAIRED 5 HOMES FOR LOW-INCOME TEXAS VETERANS AND THEIR DEPENDENTS. REPAIRS INCLUDED WINDOW AND DOOR REPLACEMENT, PLUMBING AND ELECTRICAL REPAIRS. TEXAS VETERANS' HOME DELIVERED MEAL PROGRAM - 1,505 MEALS WERE PREPARED AND DELIVERED TO HOMEBOUND, ELDERLY, OR DISABLE 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. WE ALSO WORKED TO SUPPORT THE PASSAGE OF A BOND IN AUSTIN TO PROVIDE FUNDS FOR AFFORDABLE HOUSING. 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:-PROVIDED 122,535 MEALS FOR GIDDINGS COMMUNITY ACTION AGENCY.-ADMINISTRATION OF EFSP REGIONAL FUNDING IN TRAVIS AND WILLIAMSON COUNTIES.-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. CARE CALLS - 3,017 TELEPHONE REASSURANCE CALLS BY VOLUNTEERS TO ELDERLY, HOMEBOUND AND DISABLED PERSONS. 1822482 53097 684899 6583355 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 28 0 1 129 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 1.00 X X 0 0 0 RICHARD RICK YEOMANS 1.00 X X 0 0 0 RON WESTBROOK 1.00 X X 0 0 0 BENJAMIN M BEN HANSON 1.00 X X 0 0 0 SAMUEL LEE HOUSTON 1.00 X X 0 0 0 MEG YOUNGBLOOD 1.00 X X 0 0 0 ADAM I HAUSER 1.00 X X 0 0 0 TIM HAYDEN 1.00 X X 0 0 0 NAMKEE G CHOI PH D 1.00 X 0 0 0 BJ FRIEDMAN PHD 1.00 X 0 0 0 ROSIE L JOHNSON 1.00 X 0 0 0 CHRIS MAHER 1.00 X 0 0 0 NELSON S ROBINSON EDD 1.00 X 0 0 0 CHRIS TAYLOR 1.00 X 0 0 0 BRIAN TUERFF 1.00 X 0 0 0 BOB WYNN 1.00 X 0 0 0 LARRY C BUCH 1.00 X 0 0 0 NORINE YUKON 1.00 X 0 0 0 STEWART WHITEHEAD 1.00 X 0 0 0 DAN PRUETT 40.00 X 134316 0 12082 LARRY COSPER 40.00 X 91575 0 11296 ANDREA TORRES 40.00 X 71435 0 10415 297326 0 33793 1 0 0 0 VALLEY INNOVATIVE SERVICES PO BOX 5454 JACKSON MS 39288 FOOD PREPARATION 1674288 BLUE CROSSBLUE SHIELD OF TX PO BOX 731428 DALLAS TX 75373 HEALTH CARE 337930 ON-CALL MANAGEMENT SERVICES PO BOX 867 CEDAR PARK TX 78612 MANAGEMENT SERVICES 275756 FETZER-VAUGHN CONSTRUCTION 9300 S IH-35 SUITE A-500 AUSTIN TX 78748 BUILDING CONSTRUCTION 195468 ACE REMODELING & DESIGN 3200 GOVALLE AVE AUSTIN TX 78702 BUILDING CONSTRUCTION 118796 5 124873 13960 1064262 3420906 44800 4624001 CONTRACTED SERVICES 624200 3415695 3415695 3415695 2559 2559 5050 0 5050 5050 5050 1492 0 1492 1492 1492 17150 13960 16251 899 899 OTHER REVENUE 900099 14920 14920 14920 8064616 3415695 0 24920 53097 53097 346024 253427 56501 36096 2825403 2069321 461348 294734 94345 69098 15405 9842 354885 262767 59566 32552 245402 178796 39781 26825 26851 24531 2320 3320 211 3100 9 53822 53822 36950 34223 2727 35138 350 34788 375890 224831 4982 146077 25356 8773 16583 207269 172399 17927 16943 14313 10718 264 3331 96872 72783 16518 7571 354375 329914 24461 112155 94506 10923 6726 RECIPIENT MEAL COSTS/HO 2542805 2542830 -25 SERVICE DELIVERY AND MI 167874 167754 120 MISCELLANEOUS 13997 3739 6960 3298 DUES AND SUBSCRIPTIONS 6758 5327 629 802 3960 3960 7996861 6583355 693904 719602 236053 241179 1089043 1662897 930644 742555 225 225 37285 69424 8287880 2694384 5843590 5593496 8136840 8309776 335444 660275 244432 204260 3290299 3110821 3870175 3975356 X 4266665 4334420 4266665 4334420 8136840 8309776 67755 0 X X 0 1 X 1 1 1 X 4272125 4486394 4091610 4346216 4624001 21820346 4272125 4486394 4091610 4346216 4624001 21820346 21820346 13143 12396 16129 6342 7609 55619 39 680 3086 3805 21879770 15499648 0.99730 0.99590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 7294 0 1 1560 1 4893 0 1 24510 38257 0 EXPLANATION OF LOBBYING ACTIVITIES: 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. 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 5770488 1096457 4674031 796324 500052 296272 1552036 1097875 454161 5593496 X 8080867 0 8080867 -16251 -16251 8064616 8013112 16251 16251 7996861 0 7996861 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 -16,251. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 16,251. X 1 LAUTMAN MASKA AND NEILL 1730 RHODE ISLAND AVE NW SUITE 301 WASHINGTON DC 20036 FUNDRAISING SERVICES 0 739108 65963 673145 739108 65963 673145 TX GOLF TOURNAMENT 31110 13960 17150 1988 12430 250 772 811 31110 13960 17150 1988 12430 250 772 811 16251 899 1 GIFTS FOR HOLIDAYS/BIRTHDAYS 20 2001 FMV GIFTS FOR HOLIDAYS/BIRTHDAYS GIFT CARDS 42 2822 FMV GIFT CARDS FOR FOOD, HOUSEHOLD ITEMS, AND MEDICATIONS PAYMENTS FOR RENT/MORTGAGE 6 1889 FMV PAYMENTS FOR CLIENTS' RENT/MORTGAGE DONATION OF GOODS 181 14960 FMV MICROWAVES, GLASSES, AIR CONDITIONERS, PHONES, DIAPERS, AND OTHER HOUSEHOLD GOODS MEDICAL BILLS ASSISTANCE 7 375 FMV THIRD PARTY PAYMENTS FOR MEDICAL ASSISTANCE ASSISTANCE IN OBTAINING TRANSPORTATION 9 1747 FMV THIRD PARTY PAYMENTS FOR TRANSPORTATION ASSISTANCE OTHER PAYMENTS TO THIRD PARTIES 31 6971 FMV OTHER PAYMENTS TO THIRD PARTIES PAYMENTS TO THIRD PARTIES FOR UTILITIES 31 3054 FMV PAYMENTS TO THIRD PARTIES FOR UTILITIES ASSISTANCE FOR CLIENTS' DOMESTIC PETS 86 18128 FMV PET SUPPLIES AND CARE GROCERY GIFT CARDS 31 0 1150 FMV ASSISTANCE WITH GROCERIES PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 MODULAR WORK STATIONS 1 44800 FMV 0 0 0 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: 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