MEALS ON WHEELS AND MORE INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MEALS ON WHEELS AND MORE INC (EIN 23-7202594)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-08-13
- IRS object ID
- 201222269349302672
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-13T17:03:33-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATCHLEY & ASSOCIATES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6850 AUSTIN CENTER BLVD STE 180 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 787313129 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237202594 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEALS ON WHEELS AND MORE INC | BusinessNameLine1 |
| Business Name Line2 | (FKA UNITED AUSTIN FOR THE ELDERLY) | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MEAL | NameControl |
| Phone | 5124766325 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3227 EAST 5TH STREET | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78702 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LARRY COSPER | Name |
| Title | EXECUTIVE VP AND CFO | Title |
| Phone | 5124766325 | Phone |
| Date Signed | 2012-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN E ATCHLEY | Name |
| Phone | 5123462086 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | DAN PRUETT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3227 EAST 5TH STREET | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78702 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7179150 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MEALSONWHEELSANDMORE.ORG/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 120 | TotalNbrEmployees |
| Total Nbr Volunteers | 7500 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4486394 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4091610 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2403712 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3055856 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7896 | InvestmentIncomePriorYear |
| Investment Income Current Year | 14599 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -13095 | OtherRevenuePriorYear |
| Other Revenue Current Year | -5546 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6884907 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7156519 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 28343 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 50888 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3222000 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3496562 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 8500 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 65738 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 661357 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3895018 | OtherExpensePriorYear |
| Other Expenses Current Year | 3801252 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7153861 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7414440 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -268954 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -257921 | RevenuesLessExpensesCY |
| Total Assets BOY | 7977091 | TotalAssetsBOY |
| Total Assets EOY | 8025416 | TotalAssetsEOY |
| Total Liabilities BOY | 3566312 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3872558 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4410779 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4152858 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3940085 | Expense |
| Revenue | 1831790 | Revenue |
| Description | MEALS ON WHEELS - 633,852 FIRST MEALS WERE PREPARED AND DELIVERED TO THE HOMEBOUND, ELDERLY, DISABLED AND OTHER PEOPLE IN NEED. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 283186 | Expense |
| Description | SECOND MEAL PROGRAM - ADDITIONAL 40,173 SECOND MEALS WERE DELIVERED TO NUTRITIONALLY AT RISK PEOPLE WHO ONLY RECEIVED ONE DAILY MEAL. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 120093 | Expense |
| Revenue | 109168 | Revenue |
| Description | CITY CONGREGATE PROGRAM - PREPARED 37,644 MEALS FOR CITY OF AUSTIN CONGREGATE PROGRAMS. THESE ARE MEALS PROVIDED TO THE ELDERLY WITHOUT COST TO THE PARTICIPANTS. | Description |
Activity Other ActivityOther (17 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 429245 | 327638 | COMBINED CONGREGATE PROGRAM - PROVIDED 56,295 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. |
| 26886 | CARE CALLS - 10,274 TELEPHONE REASSURANCE CALLS BY VOLUNTEERS TO ELDERLY, HOMEBOUND AND DISABLED PERSONS. | |
| 35569 | GROCERIES TO GO - 5,224 SHOPPING TRIPS WERE MADE BY VOLUNTEERS FOR HOMEBOUND PERSONS. | |
| 37338 | MEDI-WHEELS - VOLUNTEERS PROVIDED 934 RIDES TO DOCTORS AND HOSPITALS. THIS INCLUDED 15 RIDES TO DOCTORS AND HOSPITALS WERE PROVIDED WITHOUT COST TO PARTICIPANTS THROUGH THE COMPANY VAN AND DRIVER. | |
| 63288 | CLIENT ASSISTANCE - PROVIDED DIRECT FINANCIAL ASSISTANCE TO CLIENTS FOR RENT AND UTILITY PAYMENTS. | |
| 42564 | 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. | |
| 51975 | HANDY WHEELS - VOLUNTEERS MADE 781 MINOR HOME REPAIRS TO IMPROVE SAFETY. | |
| 160422 | 129216 | COUNTRY WHEELS - PROVIDED AND DELIVERED 30,278 MEALS TO PERSONS IN RURAL AREAS WHERE VOLUNTEERS WERE NOT AVAILABLE TO DELIVER MEALS. |
| 69972 | MEALS FOR KIDS - PREPARED AND DELIVERED 12,160 MEALS FOR NUTRITIONALLY AT RISK CHILDREN. PROVIDED NUTRITION EDUCATION INFORMATION FOR AFTER SCHOOL PROGRAMS. | |
| 92353 | 102708 | SUMMER FOOD PROGRAM - PROVIDED 35,295 MEALS TO THE CITY OF AUSTIN FOR KIDS IN NEEDY AREAS, AND DISABLED ADULTS AT SUMMER CAMPS. |
| 14785 | HOPE - PROVIDED 4,458 BAGS OF GROCERIES FOR PERSONS IN NEED OF ADDITIONAL FOOD. | |
| 3780 | AGE - PROVIDED 905 MEALS FOR PERSONS WITH PHYSICAL OR COGNITIVE ISSUES. | |
| 60985 | RESPITE - PROVIDED A SAFE ENVIRONMENT FOR PEOPLE WITH ALZHEIMER'S AND OTHER TYPES OF DEMENTIA. THE PROGRAM ALSO PROVIDES CAREGIVERS FREE TIME. | |
| 393415 | 391780 | HOME REPAIR - REPAIRED 34 HOMES FOR LOW-INCOME CLIENTS. REPAIRS INCLUDED WINDOW AND DOOR REPLACEMENT, PLUMBING, AND ELECTRICAL REPAIRS. |
| 175829 | 163556 | BARRIER REMOVAL - REPAIRED 12 HOMES FOR LOW INCOME HOMEOWNER CLIENTS WHO FACE BARRIER ISSUES IN THEIR HOMES RESULTING IN A DECLINE IN HEALTH AND SAFETY. |
| 28674 | 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. | |
| 30736 | COMMUNITY ACTIVITIES - PROVIDED ASSISTANCE TO VARIOUS PROGRAMS THROUGH THE USE OF STAFF AND FACILITIES WHICH INCLUDED THE FOLLOWING:-PROVIDED 61,000 MEALS FOR CAPITAL AREA FOOD BANK FOR THEIR SUMMER FOOD PROGRAM.-PROVIDED 116,00 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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1717816 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1114898 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 6061180 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 37 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 120 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LARRY COSPER | NamePerson |
| Telephone Number | 5124766325 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3227 E 5TH STREET | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78702 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| TIM HAYDEN | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| MICHAEL C BROWN | ||||||
| CHAIR-ELECT | 1.00 | X | X | 0 | 0 | 0 |
| RON WESTBROOK | ||||||
| 1ST VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| RICHARD RICK YEOMANS | ||||||
| 2ND VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| SAMUEL LEE HOUSTON | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| LARRY C BUCH | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| STEWART WHITEHEAD | ||||||
| IMMEDIATE PAST CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| BENJAMIN M BEN HANSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ADAM I HAUSER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BJ FRIEDMAN PHD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CHRIS MAHER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| NELSON S ROBINSON EDD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CHRIS TAYLOR | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BRIAN TUERFF | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BOB WYNN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MEG YOUNGBLOOD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| NORINE YUKON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| VIVIAN RENFRO | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DAN PRUETT | ||||||
| PRESIDENT & CEO | 40.00 | X | 109856 | 0 | 14045 | |
| LARRY COSPER | ||||||
| EVP & CFO | 40.00 | X | 90947 | 0 | 13105 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 200803 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 27150 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| VALLEY INNOVATIVE SERVICES | |||||
| PO BOX 5454 | JACKSON | MS | 39288 | FOOD PREPARATION | 2238445 |
| RGD BUILDERS INC | |||||
| 1812 PAYTON GIN ROAD STE 280 | AUSTIN | TX | 78758 | BUILDING CONSTRUCTION | 417332 |
| BLUE CROSSBLUE SHIELD OF TX | |||||
| PO BOX 731428 | DALLAS | TX | 75373 | HEALTH CARE | 275105 |
| MUTUAL OF AMERICA | |||||
| ROCKEFELLER CENTER UNIT PO BOX 2 | NEW YORK | NY | 10185 | INSURANCE SERVICES | 234828 |
| ON-CALL MANAGEMENT SERVICES | |||||
| PO BOX 867 | CEDAR PARK | TX | 78612 | MANAGEMENT SERVICES | 116930 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Federated Campaigns | 176023 | FederatedCampaigns |
| Fundraising Events | 43280 | FundraisingEvents |
| Related Organizations | 20446 | RelatedOrganizations |
| Government Grants | 995560 | GovernmentGrants |
| All Other Contributions | 2856301 | AllOtherContributions |
| Total Contributions | 4091610 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTRACTED SERVICES | Description |
| Business Code | 624200 | BusinessCode |
| Total Revenue Column | 3055856 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3055856 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3055856 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14629 | TotalRevenueColumn |
| Exclusion | $14,629 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1500 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1500 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1500 | TotalRevenueColumn |
| Exclusion | $1,500 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 30 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -30 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -30 | TotalRevenueColumn |
| Exclusion | -$30 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 14875 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 43280 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 22601 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -7726 | TotalRevenueColumn |
| Exclusion | -$7,726 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 680 | TotalRevenueColumn |
| Exclusion | $680 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 680 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7156519 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3055856 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $9,053 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50888 | Total |
| Program Services | 50888 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230891 | Total |
| Program Services | 194179 | ProgramServices |
| Management And General | 19857 | ManagementAndGeneral |
| Fundraising | 16855 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2651325 | Total |
| Program Services | 1914473 | ProgramServices |
| Management And General | 446937 | ManagementAndGeneral |
| Fundraising | 289915 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90131 | Total |
| Program Services | 75800 | ProgramServices |
| Management And General | 7751 | ManagementAndGeneral |
| Fundraising | 6580 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304601 | Total |
| Program Services | 215769 | ProgramServices |
| Management And General | 59490 | ManagementAndGeneral |
| Fundraising | 29342 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219614 | Total |
| Program Services | 159767 | ProgramServices |
| Management And General | 35548 | ManagementAndGeneral |
| Fundraising | 24299 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24995 | Total |
| Program Services | 1918 | ProgramServices |
| Management And General | 23077 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4000 | Total |
| Program Services | 4000 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65738 | Total |
| Fundraising | 65738 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24849 | Total |
| Program Services | 24849 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1090 | Total |
| Program Services | 25 | ProgramServices |
| Management And General | 35 | ManagementAndGeneral |
| Fundraising | 1030 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 356085 | Total |
| Program Services | 197391 | ProgramServices |
| Management And General | 5506 | ManagementAndGeneral |
| Fundraising | 153188 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 813 | Total |
| Program Services | 813 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178112 | Total |
| Program Services | 155704 | ProgramServices |
| Management And General | 22408 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19029 | Total |
| Program Services | 15038 | ProgramServices |
| Fundraising | 3991 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93542 | Total |
| Program Services | 77839 | ProgramServices |
| Management And General | 15703 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350287 | Total |
| Program Services | 291920 | ProgramServices |
| Management And General | 43170 | ManagementAndGeneral |
| Fundraising | 15197 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92125 | Total |
| Program Services | 80323 | ProgramServices |
| Management And General | 7633 | ManagementAndGeneral |
| Fundraising | 4169 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| RECIPIENT MEAL COSTS/HO | 2434079 | 2434079 | ||
| SERVICE DELIVERY AND MI | 128555 | 128522 | 33 | |
| MISCELLANEOUS | 74573 | 19430 | 51020 | 4123 |
| VOLUNTEER RECOGNITION/R | 13712 | 13712 | ||
| DUES AND SUBSCRIPTIONS | 5406 | 4741 | 665 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7414440 | Total |
| Program Services | 6061180 | ProgramServices |
| Management And General | 691903 | ManagementAndGeneral |
| Fundraising | 661357 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 818191 | BOY |
| EOY | 209930 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 496768 | BOY |
| EOY | 1369769 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 396395 | BOY |
| EOY | 412592 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5970 | BOY |
| EOY | 225 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66140 | BOY |
| EOY | 69688 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 8065541 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2102329 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6193627 | BOY |
| EOY | 5963212 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7977091 | BOY |
| EOY | 8025416 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 461950 | BOY |
| EOY | 255607 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223684 | BOY |
| EOY | 198804 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2880678 | BOY |
| EOY | 3418147 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3566312 | BOY |
| EOY | 3872558 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4410779 | BOY |
| EOY | 4152858 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4410779 | BOY |
| EOY | 4152858 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7977091 | BOY |
| EOY | 8025416 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -257921 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3016183 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4340179 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4272125 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4486394 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4091610 | CurrentTaxYear |
| Total | 20206491 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3016183 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4340179 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4272125 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4486394 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4091610 | CurrentTaxYear |
| Total | 20206491 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 20206491 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 51107 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 36005 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13143 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12396 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16129 | CurrentTaxYear |
| Total | 128780 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2150 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -4719 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39 | CurrentTaxYearMinus2Years |
| Current Tax Year | 680 | CurrentTaxYear |
| Total | -1850 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 20333421 | TotalSupport |
| Gross Receipts From Admissions Etc | 12048609 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99380 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99110 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 1 | MailingsMembers |
| Mailings Members | $2,536 | MailingsMembersAmount |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $4,000 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $6,252 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $21,379 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 34167 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 422984 | BeginningOfYearBalance |
| Contributions | 2164 | Contributions |
| Investment Earnings Or Losses | -12806 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 20446 | GrantsOrScholarships |
| Other Expenditures | 5199 | OtherExpenditures |
| End Of Year Balance | 386697 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 420211 | BeginningOfYearBalance |
| Contributions | 1622 | Contributions |
| Investment Earnings Or Losses | 28312 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 21369 | GrantsOrScholarships |
| Other Expenditures | 5792 | OtherExpenditures |
| End Of Year Balance | 422984 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 169032 | OtherCostOrOtherBasis |
| Book Value | 169032 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5762591 | OtherCostOrOtherBasis |
| Depreciation | 745286 | Depreciation |
| Book Value | 5017305 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 798867 | OtherCostOrOtherBasis |
| Depreciation | 428846 | Depreciation |
| Book Value | 370021 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1335051 | OtherCostOrOtherBasis |
| Depreciation | 928197 | Depreciation |
| Book Value | 406854 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5963212 | TotalOfBookValueLandBuildings |
| Total Revenue | 7156519 | TotalRevenue |
| Total Expenses | 7414440 | TotalExpenses |
| Excess Or Deficit For Year | -257921 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -257921 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7182358 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 3238 | OtherRevenues |
| Revenue Not Rptd F990 | 3238 | RevenueNotRptdF990 |
| Revenue Subtotal | 7179120 | RevenueSubtotal |
| Other Revenues Not Included | -22601 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -22601 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7156519 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7440279 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 25839 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 25839 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7414440 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7414440 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. THE CUMULATIVE EFFECT OF ADOPTING THIS ACCOUNTING PRINCIPLE WAS IMMATERIAL. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INSURANCE AND OTHER REFUNDS TREATED AS MISCELLANEOUS INCOME ON AUDIT REPORTS 3,208. LOSS ON DISPOSAL OF FIXED ASSETS 30. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | LESS: DIRECT EXPENSES OF FUNDRAISING EVENTS -22,601. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES OF FUNDRAISING EVENTS 22,601. INSURANCE AND OTHER REFUNDS TREATED AS MISCELLANEOUS INCOME ON AUDIT REPORT 3,208. LOSS ON DISPOSAL OF FIXED ASSETS 30. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAUTMAN MASKA AND NEILL | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 RHODE ISLAND AVE NW SUITE 301 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING SERVICES | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 680886 | GrossReceipts |
| Amount Retained By Contractor | 65738 | AmountRetainedByContractor |
| Net To Organization | 615148 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 680886 | TotalGrossReceipts |
| Total Retained By Contractors | 65738 | TotalRetainedByContractors |
| Total Net To Organization | 615148 | TotalNetToOrganization |
| Licensed States | TX | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 45870 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 30995 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 14875 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 2519 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 9972 | RentFacilityCostsEvent1 |
| Entertainment Event1 | 200 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 8580 | OtherDirectExpensesEvent1 |
| Name Of Event2 | CAPITAL 10K RUN | NameOfEvent2 |
| Gross Receipts Event2 | 11590 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 11590 | CharitableContributionsEvent2 |
| Gross Receipts Total | 57460 | GrossReceiptsTotal |
| Charitable Contributions Total | 42585 | CharitableContributionsTotal |
| Gross Revenue Total Events | 14875 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 2519 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 9972 | RentFacilityCostsTotalEvents |
| Entertainment Total Events | 200 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 8580 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 21271 | DirectExpenseSummaryEvents |
| Net Income Summary | -6396 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (9 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| GIFTS FOR HOLIDAYS/BIRTHDAYS | 35 | 3517 | FMV | GIFTS FOR HOLIDAYS/BIRTHDAYS |
| GIFT CARDS | 23 | 915 | FMV | GIFT CARDS FOR FOOD, HOUSEHOLD ITEMS, AND MEDICATIONS |
| PAYMENTS FOR RENT/MORTGAGE | 3 | 474 | FMV | PAYMENTS FOR CLIENTS' RENT/MORTGAGE |
| DONATION OF GOODS | 170 | 24538 | FMV | MICROWAVES, GLASSES, AIR CONDITIONERS, PHONES, DIAPERS, AND OTHER HOUSEHOLD GOODS |
| MEDICAL BILLS ASSISTANCE | 2 | 2518 | FMV | THIRD PARTY PAYMENTS FOR MEDICAL ASSISTANCE |
| ASSISTANCE IN OBTAINING TRANSPORTATION | 70 | 2053 | FMV | THIRD PARTY PAYMENTS FOR TRANSPORTATION ASSISTANCE |
| OTHER PAYMENTS TO THIRD PARTIES | 3 | 1029 | FMV | OTHER PAYMENTS TO THIRD PARTIES |
| PAYMENTS TO THIRD PARTIES FOR UTILITIES | 9 | 1570 | FMV | PAYMENTS TO THIRD PARTIES FOR UTILITIES |
| ASSISTANCE FOR CLIENTS' DOMESTIC PETS | 113 | 14274 | FMV | PET SUPPLIES AND CARE |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | IN ADDITION MEALS ON WHEELS TOOK OVER THE FOOD SERVICES FROM THE CITY OF AUSTIN AT THEIR CONGREGATE SITES. MEALS ON WHEELS WAS AWARDED A GRANT FROM THE STATE OF TEXAS FOR BARRIER REMOVAL. THE GRANT ALLOWED MEALS ON WHEELS TO START A BARRIER REMOVAL PROGRAM TO REMOVE MOBILITY BARRIERS IN AND AROUND CLIENTS HOMES. |
| 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUSTIN MEALS ON WHEELS ENDOWMENT FUND | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3227 EAST 5TH STREET | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78702 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742689184 | EIN |
| Primary Activities | FINANCIAL SUPPORT FOR MOWAM | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11B, II | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEALS ON WHEELS ENDOWMENT FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 20446 | AmountInvolved |
Comments