2013-08-15T09:16:18-05:00 2012-09-30 751458509 RYLANDER CLAY & OPITZ LLP 3200 RIVERFRONT DRIVE SUITE 200 FORT WORTH TX 76107 990 2011-10-01 751568798 MEALS ON WHEELS INC OF TARRANT COUNTY MEAL 8173369012 320 SOUTH FREEWAY FORT WORTH TX 76104 CARLA JUTSON 8173369012 2013-08-08 1 ALISON WILLIAMS P00509585 8173322301 2011 2016-02-25 16:41:14Z CARLA JUTSON 320 SOUTH FREEWAY FORT WORTH TX 76104 6261997 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. 29 28 64 4862 93725 50727 5739423 6033563 0 0 30684 29694 31227 87605 5801334 6150862 2539954 2661876 0 0 2089373 2185234 0 0 321211 1052240 1012704 5681567 5859814 119767 291048 4782043 4972308 1630702 1529919 3151341 3442389 MORE THAN JUST A MEAL, IMPROVING LIVES AS WE MAKE TARRANT COUNTY A CARING PLACE TO GROW OLD. 0 0 5152097 2661876 21430 PREPARE AND DELIVER MEALS AND COORDINATE NEEDED SERVICES FOR ELDERLY AND DISABLED HOMEBOUND PERSONS IN TARRANT COUNTY. IN THE CURRENT YEAR THERE WERE 959,187 MEALS DELIVERED TO 4,158 CLIENTS BY 4,862 VOLUNTEERS WHO DONATED 207,431 HOURS AND DROVE 1,096,000 MILES TO DELIVER THE MEALS. THERE WERE ALSO 11,692 HOME VISITS TO ENSURE ELIGIBILITY AND TO BE AN ADVOCATE FOR THE CLIENT. 5152097 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 5 1 1 64 1 1 1 0 0 0 0 1 1 0 0 0 0 X 29 28 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 OSSANA HERMOSILLO 8.00 X X 0 0 0 TRICIA HUNTER CPA 3.00 X X 0 0 0 CHRISTINA TOUPS 3.00 X X 0 0 0 ROSIE BALBO 3.00 X 0 0 0 AL DIRNBERGER 3.00 X 0 0 0 EMILY GRIMES 3.00 X 0 0 0 SAJATA HALE-WILLIAMS 3.00 X 0 0 0 SYLVIA M HARTLESS 3.00 X 0 0 0 KURT KULPA 3.00 X 0 0 0 MELANIE REITER 3.00 X 0 0 0 LESLIE REISDORFER 3.00 X 0 0 0 BETH SCHMIDT 3.00 X 0 0 0 BOBBY TATUM 3.00 X 0 0 0 BRYAN THOMAS 3.00 X 0 0 0 HARRY THORLEY JR 3.00 X 0 0 0 HARRIET WARING 3.00 X 0 0 0 COREY T BRANNUM 3.00 X 0 0 0 DINA MCKINNEY 3.00 X 0 0 0 KIM KILPATRICK-TERRELL 3.00 X 0 0 0 PAUL MURPHY 3.00 X 0 0 0 MATT BROWNING 3.00 X 0 0 0 AMY CASTER 3.00 X 0 0 0 ANA COSCIA 3.00 X 0 0 0 MERRI R EASTERLY 3.00 X 0 0 0 ANGIE GALLAWAY 3.00 X 0 0 0 REV FLOYD KINSER 3.00 X 0 0 0 MIKE GRIFFIN CPA 3.00 X 0 0 0 AMY REED 3.00 X 0 0 0 MITCH HAGEN 3.00 X 0 0 0 CARLA JUTSON 40.00 X 113929 0 16148 BEVERLY LEWIS 40.00 X 63592 0 12150 177521 0 28298 1 0 0 0 VALLEY SERVICES PO BOX 5454 JACKSON MS 39288 MEALS FOR DELIVERY TO SENIORS 2571987 HAHNFELD HOFFER STANFORD INC 200 BAILEY AVE 200 FORT WORTH TX 76107 ARCHITECTURAL SERVICES 256793 2 203477 10500 3342360 2477226 1214 6033563 23694 23694 74400 19325 0 0 74400 19325 93725 93725 6000 0 6000 6000 6000 83585 203477 111135 -27550 -27550 MISCELLANEOUS INCOME, 900099 21430 21430 0 21430 6150862 21430 93725 2144 X 2661876 2661876 203089 203089 1583887 1503342 11070 69475 93167 79671 9814 3682 173587 148442 18285 6860 131504 113094 13150 5260 22100 19200 2900 8949 7699 250 1000 105780 2304 103476 138187 120646 12520 5021 25524 20724 2400 2400 53604 45831 5360 2413 123689 123689 51017 51017 161578 145420 16158 53775 47726 4399 1650 UNRELATED BUSINESS TAX 5399 5399 OTHER EXPENSES-FNDRSNG- 108906 108906 MAINTENANCE 51826 46934 3557 1335 MISCELLANEOUS EXPENSE 25689 25689 76681 39810 27138 9733 5859814 5152097 386506 321211 446985 299998 659796 1000370 202841 153865 299887 253730 64046 45002 4804651 1585308 3108488 3219343 4782043 4972308 245675 255560 526010 506307 858992 768027 25 25 1630702 1529919 X 2861962 3108979 289379 333410 3151341 3442389 4782043 4972308 291048 0 X X 0 1 1 X 1 1 X 4947739 5249731 5514373 5660021 6033563 27405427 4947739 5249731 5514373 5660021 6033563 27405427 630841 26774586 46217 50725 46052 65473 117419 325886 -780 -780 793 793 27731326 0.96550 0.97020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 568559 3248 163953 10250 5025 720485 562605 12642 8018 10250 4456 568559 509497 12381 1730 13901 509707 525277 10975 4741 540993 0.70000 0.30000 0 1 1 847016 847016 2455526 781724 1673802 30174 30174 0 614771 448948 165823 857164 324462 532702 3219343 DUE TO/FROM ENDOWMENT 25 25 6150862 5859814 291048 291048 6261997 111135 111135 6150862 0 6150862 5970949 111135 111135 5859814 0 5859814 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE AGENCY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THE ENDOWMENT IS ORGANIZED TO SUPPORT THE ACTIVITIES OF THE AGENCY AND HAS ALSO BEEN CLASSIFIED AS TAX-EXEMPT. NEITHER THE AGENCY NOR THE ENDOWMENT IS A PRIVATE FOUNDATION. THE AGENCY FOLLOWS THE PROVISIONS OF FASB ASC 740, INCOME TAXES, WHICH REQUIRE FINANCIAL STATEMENT RECOGNITION AND DISCLOSURE FOR UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FINANCIAL STATEMENT RECOGNITION OF A TAX POSITION IS DEPENDENT ON AN ASSESSMENT OF A 50% OR GREATER LIKELIHOOD THAT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE BASED ON THE TECHNICAL MERITS OF THE POSITION. INTEREST AND PENALTIES, IF ANY, RELATED TO UNCERTAIN TAX POSITIONS WOULD BE RECORDED IN THE STATEMENT OF ACTIVITIES AS GENERAL AND ADMINISTRATIVE EXPENSE. AT SEPTEMBER 30, 2012, MANAGEMENT HAS DETERMINED THAT THE AGENCY DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, TAX RETURNS PRIOR TO 2009 ARE NO LONGER OPEN TO EXAMINATION BY BOTH FEDERAL AND STATE TAX AUTHORITIES. SPECIAL EVENT EXPENSES ON $111,135 WERE NETTED WITH SPECIAL EVENT INCOME ON THE TAX RETURN. MARDI GRAS 127522 99418 28104 1040 5612 18690 7715 3439 7103 GOLF 74360 42900 31460 100 1701 10330 3017 675 10035 3 85180 61159 24021 4378 938 19787 11822 4753 287062 203477 83585 1140 11691 29958 30519 15936 21891 111135 -27550 0 MEAL SERVICES 4158 2653666 COST TO ORGANIZATION PROVIDE MEALS FOR THE ELDERLY AND HOMEBOUND. UTILITY REIMBURSEMENTS 69 8210 COST TO ORGANIZATION ASSIST THE NEEDY ON THEIR UTILITY COSTS. MICHELLE HAHNFELD FORMER BOARD MEMBER 256793 SPOUSE PROVIDED ARCHITECTURAL SERVICES. 0 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, PAGE 12, PART XII 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 DONATIONS FOR THE BENEFIT OF MEALS ON WHEELS, INC. OF TARRANT COUN TX 501(C)(3) LINE 11A, I MEALS ON WHEELS INC OF TARRANT COUNTY 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 MEALS ON WHEELS INC OF TARRANT COUNTY ENDOWMENT FUND C AMOUNTS ARE BELOW $50,000 MEALS ON WHEELS INC OF TARRANT COUNTY ENDOWMENT FUND M AMOUNTS ARE BELOW $50,000 MEALS ON WHEELS INC OF TARRANT COUNTY ENDOWMENT FUND N AMOUNTS ARE BELOW $50,000