2013-07-29T09:50:18-05:00 2012-09-30 742920819 ATCHLEY & ASSOCIATES LLP 6850 AUSTIN CENTER BLVD STE 180 AUSTIN TX 787313129 990 2011-10-01 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 2013-07-26 1 KAREN E ATCHLEY P00238005 5123462086 2011 2016-02-24 21:20:13Z DAN PRUETT 3227 EAST 5TH STREET AUSTIN TX 78702 8489031 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. 18 18 124 8000 0 0 4091610 4346216 3055856 4105040 14599 2950 -5546 12692 7156519 8466898 50888 41500 0 0 3496562 3696677 65738 65734 737276 3801252 4549180 7414440 8353091 -257921 113807 8025416 8136840 3872558 3870175 4152858 4266665 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 3660245 1813604 MEALS ON WHEELS - 512,661 FIRST MEALS WERE PREPARED AND DELIVERED TO THE HOMEBOUND, ELDERLY, DISABLED AND OTHER PEOPLE IN NEED. 290058 SECOND MEAL PROGRAM - ADDITIONAL 47,579 SECOND MEALS WERE DELIVERED TO NUTRITIONALLY AT RISK PEOPLE WHO ONLY RECEIVED ONE DAILY MEAL. 708345 523644 COMBINED CONGREGATE PROGRAM - PROVIDED 88,624 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. 25425 CARE CALLS - 8,611 TELEPHONE REASSURANCE CALLS BY VOLUNTEERS TO ELDERLY, HOMEBOUND AND DISABLED PERSONS. 35622 GROCERIES TO GO - 4,179 SHOPPING TRIPS WERE MADE BY VOLUNTEERS FOR HOMEBOUND PERSONS. 7724 MEDI-WHEELS - VOLUNTEERS PROVIDED 91 RIDES TO DOCTORS AND HOSPITALS. 60102 28956 CLIENT ASSISTANCE - PROVIDED DIRECT FINANCIAL ASSISTANCE TO CLIENTS FOR RENT AND UTILITY PAYMENTS IN THE AMOUNT OF $52,901. 50619 12544 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. 51667 HANDY WHEELS - VOLUNTEERS MADE 669 MINOR HOME REPAIRS TO IMPROVE SAFETY. 193825 156464 COUNTRY WHEELS - PROVIDED AND DELIVERED 30,868 MEALS TO PERSONS IN RURAL AREAS WHERE VOLUNTEERS WERE NOT AVAILABLE TO DELIVER MEALS. 68829 MEALS FOR KIDS - PREPARED AND DELIVERED 9,765 MEALS FOR NUTRITIONALLY AT RISK CHILDREN. PROVIDED NUTRITION EDUCATION INFORMATION FOR AFTER SCHOOL PROGRAMS. 4877 SUMMER FOOD PROGRAM - PROVIDED MEALS TO THE CITY OF AUSTIN FOR KIDS IN NEEDY AREAS, AND DISABLED ADULTS AT SUMMER CAMPS. 17931 HOPE - PROVIDED 4,263 BAGS OF GROCERIES FOR PERSONS IN NEED OF ADDITIONAL FOOD. 267867 262263 TEXANS VETERANS' HOME REPAIR - REPAIRED 15 HOMES FOR LOW-INCOME TEXAS VETERANS AND THEIR DEPENDENTS. REPAIRS INCLUDED WINDOW AND DOOR REPLACEMENT, PLUMBING AND ELECTRICAL REPAIRS. 28470 LEGISLATIVE ACTIVITIES - WORKED WITH TEXAS DEPARTMENT OF AGRICULTURE TO REAUTHORIZE FUNDING FOR NON GOVERNMENT FUNDED MEALS FOR MEALS ON WHEELS AND OTHER TEXAS HOME DELIVERED MEAL PROVIDERS. 400934 412854 HOME REPAIR - REPAIRED 28 HOMES FOR LOW-INCOME CLIENTS. REPAIRS INCLUDED WINDOW AND DOOR REPLACEMENT, PLUMBING, AND ELECTRICAL REPAIRS. 92550 RESPITE - PROVIDED A SAFE ENVIRONMENT FOR PEOPLE WITH ALZHEIMER'S AND OTHER TYPES OF DEMENTIA. THE PROGRAM ALSO PROVIDES CAREGIVERS FREE TIME. 876004 942310 BARRIER REMOVAL - REPAIRED 49 HOMES FOR LOW INCOME HOMEOWNER CLIENTS WHO FACE BARRIER ISSUES IN THEIR HOMES RESULTING IN A DECLINE IN HEALTH AND SAFETY. 57362 COMMUNITY ACTIVITIES - PROVIDED ASSISTANCE TO VARIOUS PROGRAMS THROUGH THE USE OF STAFF AND FACILITIES WHICH INCLUDED THE FOLLOWING:-PROVIDED 46,658 MEALS FOR CAPITAL AREA FOOD BANK FOR THEIR SUMMER FOOD PROGRAM.-PROVIDED 132,228 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. 2239808 41500 1773891 6898456 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 0 0 0 0 0 1 0 0 0 0 1 31 0 1 124 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 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 LARRY C BUCH 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 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 MEG YOUNGBLOOD 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 132181 0 11790 LARRY COSPER 40.00 X 92296 0 11012 224477 0 22802 1 0 0 0 VALLEY INNOVATIVE SERVICES PO BOX 5454 JACKSON MS 39288 FOOD PREPARATION 1679246 ON-CALL MANAGEMENT SERVICES PO BOX 867 CEDAR PARK TX 78612 MANAGEMENT SERVICES 442326 VALDEZ REMODELING 3700 MUNSON STREET AUSTIN TX 78721 BUILDING CONSTRUCTION 376564 BLUE CROSSBLUE SHIELD OF TX PO BOX 731428 DALLAS TX 75373 HEALTH CARE 326719 MUTUAL OF AMERICA ROCKEFELLER CENTER UNIT PO BOX 2 NEW YORK NY 10185 INSURANCE SERVICES 204996 6 166070 26900 21295 1050873 3081078 1750 4346216 CONTRACTED SERVICES 624200 4099925 4099925 CONFERENCE REVENUE 624200 5115 5115 4105040 3592 3592 2750 0 2750 2750 2750 94 736 -642 -642 -642 20125 26900 21397 -1272 -1272 OTHER REVENUE 900099 11214 11214 11214 8466898 4111139 0 9543 41500 41500 246694 179535 39962 27197 2763951 2011503 447734 304714 92009 66961 14905 10143 360667 269786 60017 30864 233356 169261 37659 26436 49368 25310 24058 1000 1000 65734 65734 17269 17269 406236 208302 5388 192546 4832 4590 242 213558 179453 20448 13657 14835 13590 1245 103023 88410 14613 351726 297091 37964 16671 100276 85997 9341 4938 RECIPIENT MEAL COSTS/HO 3053963 3053963 SERVICE DELIVERY AND MI 153628 153463 165 MISCELLANEOUS 70411 23784 4644 41983 DUES AND SUBSCRIPTIONS 6091 4724 626 741 2964 2964 8353091 6898456 717359 737276 209930 236053 1369769 1089043 412592 930644 225 225 69688 37285 8219333 2375743 5963212 5843590 8025416 8136840 255607 335444 198804 244432 3418147 3290299 3872558 3870175 X 4152858 4266665 4152858 4266665 8025416 8136840 113807 0 X 0 1 1 X 1 1 X 4340179 4272125 4486394 4091610 4346216 21536524 4340179 4272125 4486394 4091610 4346216 21536524 21536524 36005 13143 12396 16129 11720 89393 -4719 39 680 3086 -914 21625003 14147987 0.99590 0.99380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 271 0 1 1000 1 2452 0 1 30361 34084 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. 386697 1443 72906 21295 4882 434869 422984 2164 -12806 20446 5199 386697 420211 1622 28312 21369 5792 422984 1.00000 0.00000 0.00000 0 1 1 169032 169032 5766065 920276 4845789 796308 457131 339177 1487928 998336 489592 5843590 8466898 8353091 113807 113807 8488295 0 8488295 -21397 -21397 8466898 8374488 21397 21397 8353091 0 8353091 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 XII, LINE 4B - OTHER ADJUSTMENTS: LESS: DIRECT EXPENSES OF FUNDRAISING EVENTS -21,397. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OF FUNDRAISING EVENTS 21,397. X 1 LAUTMAN MASKA AND NEILL 1730 RHODE ISLAND AVE NW SUITE 301 WASHINGTON DC 20036 FUNDRAISING SERVICES 0 624802 65734 559068 624802 65734 559068 TX GOLF TOURNAMENT 47025 26900 20125 2808 9447 881 200 8061 47025 26900 20125 2808 9447 881 200 8061 21397 -1272 1 GIFTS FOR HOLIDAYS/BIRTHDAYS 18 1793 FMV GIFTS FOR HOLIDAYS/BIRTHDAYS GIFT CARDS 32 2404 FMV GIFT CARDS FOR FOOD, HOUSEHOLD ITEMS, AND MEDICATIONS PAYMENTS FOR RENT/MORTGAGE 4 1224 FMV PAYMENTS FOR CLIENTS' RENT/MORTGAGE DONATION OF GOODS 211 19690 FMV MICROWAVES, GLASSES, AIR CONDITIONERS, PHONES, DIAPERS, AND OTHER HOUSEHOLD GOODS MEDICAL BILLS ASSISTANCE 3 107 FMV THIRD PARTY PAYMENTS FOR MEDICAL ASSISTANCE ASSISTANCE IN OBTAINING TRANSPORTATION 3 563 FMV THIRD PARTY PAYMENTS FOR TRANSPORTATION ASSISTANCE OTHER PAYMENTS TO THIRD PARTIES 5 1047 FMV OTHER PAYMENTS TO THIRD PARTIES PAYMENTS TO THIRD PARTIES FOR UTILITIES 13 2128 FMV PAYMENTS TO THIRD PARTIES FOR UTILITIES ASSISTANCE FOR CLIENTS' DOMESTIC PETS 23 12490 FMV PET SUPPLIES AND CARE 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. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 MEALS ON WHEELS WAS AWARDED A GRANT FROM THE STATE OF TEXAS TO START A TEXAS VETERANS HOME REPAIR PROGRAM FOR TEXAS VETERANS AND THEIR DEPENDENTS. 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. AUSTIN MEALS ON WHEELS ENDOWMENT FUND 3227 EAST 5TH STREET AUSTIN TX 78702 742689184 FINANCIAL SUPPORT FOR MOWAM TX 501(C)(3) LINE 11B, II N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MEALS ON WHEELS ENDOWMENT FUND C 21295