MEALS ON WHEELS AND MORE INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
MEALS ON WHEELS AND MORE INC (EIN 23-7202594)
Tax period
2009-10-01 to 2010-09-30
Filed
2011-08-15
IRS object ID
201112279349302866
Schema version
2009v1.7
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-08-15T12:58:44-05:00Timestamp
Tax Period End Date2010-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Atchley & Associates LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line16850 Austin Center Blvd Ste 180AddressLine1
CityAustinCity
StateTXState
ZIP Code787313129ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN237202594EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MEALS ON WHEELS AND MORE INCBusinessNameLine1
Business Name Line2(FKA United Austin for the Elderly)BusinessNameLine2
FieldValueIRS element (for citing)
Name ControlMEALNameControl
Phone5124766325Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 6248AddressLine1
CityAUSTINCity
StateTXState
ZIP Code787626248ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLarry CosperName
TitleExecutive VP and CFOTitle
Phone5124766325Phone
Date Signed2011-08-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKAREN E ATCHLEYName
Phone5123462086Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDan PruettNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1PO BOX 6248AddressLine1
CityAUSTINCity
StateTXState
ZIP Code787626248ZIPCode
FieldValueIRS element (for citing)
Gross Receipts6927527GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitehttp://www.mealsonwheelsandmore.org/WebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1972YearFormation
State Legal DomicileTXStateLegalDomicile
Activity Or Mission DescriptionMeals 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 Body20NbrVotingMembersGoverningBody
Nbr Independent Voting Members20NbrIndependentVotingMembers
Total Nbr Employees98TotalNbrEmployees
Total Nbr Volunteers7600TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year4272125ContributionsGrantsPriorYear
Contributions Grants Current Year4486394ContributionsGrantsCurrentYear
Program Service Revenue Prior Year2524460ProgramServiceRevenuePriorYear
Program Service Revenue CY2403712ProgramServiceRevenueCY
Investment Income Prior Year13143InvestmentIncomePriorYear
Investment Income Current Year7896InvestmentIncomeCurrentYear
Other Revenue Prior Year39OtherRevenuePriorYear
Other Revenue Current Year-13095OtherRevenueCurrentYear
Total Revenue Prior Year6809767TotalRevenuePriorYear
Total Revenue Current Year6884907TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year7310GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY28343GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year2991370SalariesEtcPriorYear
Salaries Etc Current Year3222000SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year8500TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY8500TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year523120TotalFundrsngExpCurrentYear
Other Expense Prior Year3436450OtherExpensePriorYear
Other Expenses Current Year3895018OtherExpensesCurrentYear
Total Expenses Prior Year6443630TotalExpensesPriorYear
Total Expenses Current Year7153861TotalExpensesCurrentYear
Revenues Less Expenses Prior Year366137RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-268954RevenuesLessExpensesCY
Total Assets BOY7422030TotalAssetsBOY
Total Assets EOY7977091TotalAssetsEOY
Total Liabilities BOY2742297TotalLiabilitiesBOY
Total Liabilities EOY3566312TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY4679733NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY4410779NetAssetsOrFundBalancesEOY
Mission DescriptionMeals 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 Services1SignificantNewProgramServices
Significant Change0SignificantChange
Expense3964415Expense
Revenue1579795Revenue
DescriptionMeals on Wheels - 680,233 first meals were prepared and delivered to the homebound, elderly, disabled and other people in need.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense689693Expense
DescriptionSecond meal program - additional 182,847-second meals were delivered to nutritionally at risk people who only received one daily meal.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense193697Expense
Revenue213709Revenue
DescriptionCity Congregate program - Prepared 73,693 meals for City of Austin congregate programs. These are meals provided to the elderly without cost to the participants.Description

Activity Other ActivityOther (15 entries)

ExpenseExpenseDescriptionDescriptionRevenueRevenue
26727Care Calls - 10,602-telephone reassurance calls by volunteers to elderly, homebound and disabled persons.
37795Groceries To Go - 5,041 shopping trips were made by volunteers for homebound persons.
51727Medi-Wheels - Volunteers provided 1,466 rides to doctors and hospitals. This included 786 rides to doctors and hospitals were provided without cost to participants through the company van and driver.
51254Handy Wheels - Volunteers made 652 minor home repairs to improve safety
146238Country Wheels - Provided and delivered 29,838 meals to persons in rural areas where volunteers were not available to deliver meals.132171
89034Meals for Kids - Prepared and delivered 22,238 meals for nutritionally at risk children. Provided nutrition education information for after school programs.
115917Summer Food Program - Provided 41,649 meals to the city of Austin for kids in needy areas, and disabled adults at summer camps.121169
14679Hope - Provided 4,510 bags of groceries for persons in need of additional food.
190659County Congregate program - Provided 19,828 meals and social activities at 5 congregate sites for residents outside of the greater Austin area. The meals and social activities help prevent malnutrition and feelings of isolation102012
34551Age - Provided 11,960 meals for persons with physical or cognitive issues.
25203Legislative 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.
33631PALS (Pets Assisting the Lives of Seniors) program - 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.
64511Client Assistance - Provided direct financial assistance to clients for rent and utility payments in the amount of $35,790.
29496Respite program - Provided a safe environment for people with Alzheimers's and other types of dementia. The program also provided caregivers free time.
255129Home Repair Program - repaired 22 homes for low income clients. Repairs included window and door replacement, plumbing and electrical repairs.254856
FieldValueIRS element (for citing)
Total Of Other Program Service Exp1166551TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev610208TotalOfOtherProgramServiceRev
Total Program Service Expense6014356TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109624NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees98NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Nbr Voting Governing Body Members20NbrVotingGoverningBodyMembers
Number Independent Voting Members20NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs1ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees0MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonLarry CosperNamePerson
Telephone Number5124766325TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line13227 E 5th StreetAddressLine1
CityAustinCity
StateTXState
ZIP Code78702ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (22 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
Stewart Whitehead
Chair1.00XX000
Tim Hayden
Chair-elect1.00XX000
Namkee G Choi PhD
1st Vice Chair1.00XX000
Ron Westbrook
2nd Vice Chair1.00XX000
Samuel Lee Houston
Secretary1.00XX000
Michael C Brown
Treasurer1.00XX000
Adam I Hauser
Immediate Past Chair1.00XX000
Buck Allan
Board Member1.00X000
Larry C Buch
Board Member1.00X000
Matthew D Matt Curtis
Board Member1.00X000
BJ Friedman PhD
Board Member1.00X000
Reetu Jain
Board Member1.00X000
Chris Maher
Board Member1.00X000
Shannon Orcutt
board Member1.00X000
Vivian Renfro
board Member1.00X000
Nelson S Robinson EdD
board Member1.00X000
Chris Taylor
board Member1.00X000
Brian Tuerff
board Member1.00X000
Bob Wynn
board Member1.00X000
Richard Rick Yeomans
board Member1.00X000
Dan Pruett
President & CEO40.00X123074015137
Larry Cosper
EVP & CFO40.00X89301012439
FieldValueIRS element (for citing)
Total Reportable Comp From Org212375TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation27576TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
Valley Services
PO Box 5454JacksonMS392885454Food preparation2108193
RGD Builders
1812 Payton Gin Road Suite 280AustinTX78758Building Construction2068408
FieldValueIRS element (for citing)
Number Of Contractors GT100 K2NumberOfContractorsGT100K
Federated Campaigns218566FederatedCampaigns
Fundraising Events142668FundraisingEvents
Related Organizations21369RelatedOrganizations
Government Grants1319520GovernmentGrants
All Other Contributions2784271AllOtherContributions
Total Contributions4486394TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionContracted ServicesDescription
Business Code624200BusinessCode
Total Revenue Column2403712TotalRevenueColumn
Related Or Exempt Function Income2403712RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue2403712TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column7896TotalRevenueColumn
Exclusion$7,896ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real4500Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real4500Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column4500TotalRevenueColumn
Exclusion$4,500ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events25025GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events142668CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses42620FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-17595TotalRevenueColumn
Exclusion-$17,595ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column6884907TotalRevenueColumn
Related Or Exempt Function Income2403712RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion-$5,199ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total28343Total
Program Services28343ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total246537Total
Program Services206105ProgramServices
Management And General21202ManagementAndGeneral
Fundraising19230Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total2350934Total
Program Services1679592ProgramServices
Management And General395469ManagementAndGeneral
Fundraising275873Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total136759Total
Program Services100102ProgramServices
Management And General23783ManagementAndGeneral
Fundraising12874Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total295555Total
Program Services218106ProgramServices
Management And General49901ManagementAndGeneral
Fundraising27548Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total192215Total
Program Services140715ProgramServices
Management And General31308ManagementAndGeneral
Fundraising20192Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total56188Total
Program Services56188ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total14197Total
Program Services11907ProgramServices
Management And General1963ManagementAndGeneral
Fundraising327Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total4000Total
Program Services4000ProgramServices

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total8500Total
Fundraising8500Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total29424Total
Program Services24679ProgramServices
Management And General4067ManagementAndGeneral
Fundraising678Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total2243Total
Program Services716ProgramServices
Management And General233ManagementAndGeneral
Fundraising1294Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total294549Total
Program Services184991ProgramServices
Management And General4668ManagementAndGeneral
Fundraising104890Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total1444Total
Program Services1444ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total176311Total
Program Services144594ProgramServices
Management And General23188ManagementAndGeneral
Fundraising8529Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total19327Total
Program Services15221ProgramServices
Fundraising4106Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total29047Total
Program Services23757ProgramServices
Management And General5290ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total322690Total
Program Services268106ProgramServices
Management And General42164ManagementAndGeneral
Fundraising12420Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total82641Total
Program Services67216ProgramServices
Management And General11274ManagementAndGeneral
Fundraising4151Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesFundraisingFundraisingManagement And GeneralManagementAndGeneral
Recipient Meal Costs/Ho26731202673120
Service Delivery and Mi119281119081200
Miscellaneous440402155222308180
Special Client Assistan1711616304812
Dues and Subscriptions59795096883

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total3421Total
Program Services3421ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total7153861Total
Program Services6014356ProgramServices
Management And General616385ManagementAndGeneral
Fundraising523120Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY106860BOY
EOY818191EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1617820BOY
EOY496768EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY444835BOY
EOY396395EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY225BOY
EOY5970EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY62602BOY
EOY66140EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis7947297LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1753670LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY5189688BOY
EOY6193627EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY7422030BOY
EOY7977091EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY449318BOY
EOY461950EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY356996BOY
EOY223684EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY1935983BOY
EOY2880678EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY2742297BOY
EOY3566312EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY4679733BOY
EOY4410779EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4679733BOY
EOY4410779EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7422030BOY
EOY7977091EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3040218CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3016183CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4340179CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4272125CurrentTaxYearMinus1Year
Current Tax Year4486394CurrentTaxYear
Total19155099Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3040218CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3016183CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4340179CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4272125CurrentTaxYearMinus1Year
Current Tax Year4486394CurrentTaxYear
Total19155099Total
FieldValueIRS element (for citing)
Public Support Total17019155099PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years49059CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years51107CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years36005CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year13143CurrentTaxYearMinus1Year
Current Tax Year12396CurrentTaxYear
Total161710Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years12586CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2150CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years-4719CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year39CurrentTaxYearMinus1Year
Total10056Total
FieldValueIRS element (for citing)
Total Support19326865TotalSupport
Gross Receipts From Admissions Etc10844882GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.99110PublicSupportPertcentage170
Public Support Pertcent Prior Year0.99000PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0Volunteers
Paid Staff Or Management1PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members1MailingsMembers
Mailings Members$2,241MailingsMembersAmount
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations1GrantsOtherOrganizations
Grants Other Organizations$4,000GrantsOtherOrganizationsAmount
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$4,329DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities1OtherActivities
Other Activities$19,348OtherActivitiesAmount
Total Lobbying Expenditures IIB29918TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierPart II-B, Line 1i:Identifier
Return ReferenceExplanation of Other Lobbying Activities:ReturnReference
ExplanationAllocated 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

FieldValueIRS element (for citing)
Beginning Of Year Balance420211BeginningOfYearBalance
Contributions1622Contributions
Investment Earnings Or Losses28312InvestmentEarningsOrLosses
Grants Or Scholarships21369GrantsOrScholarships
Other Expenditures5792OtherExpenditures
End Of Year Balance422984EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance1.00000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.00000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.00000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis169032OtherCostOrOtherBasis
Book Value169032BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis5741122OtherCostOrOtherBasis
Depreciation569631Depreciation
Book Value5171491BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis776726OtherCostOrOtherBasis
Depreciation374515Depreciation
Book Value402211BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1260417OtherCostOrOtherBasis
Depreciation809524Depreciation
Book Value450893BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings6193627TotalOfBookValueLandBuildings
Total Revenue6884907TotalRevenue
Total Expenses7153861TotalExpenses
Excess Or Deficit For Year-268954ExcessOrDeficitForYear
Total Adjustments0TotalAdjustments
Excess Or Deficit Per FS-268954ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt6936612TotRevenueEtcAuditedFinclStmt
Other Revenues9085OtherRevenues
Revenue Not Rptd F9909085RevenueNotRptdF990
Revenue Subtotal6927527RevenueSubtotal
Other Revenues Not Included-42620OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-42620RevenueNotRptdOnFinStmt
Total Revenue Per Form9906884907TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt7205566TotExpensesEtcAuditedFinclStmt
Other Expenses Included51705OtherExpensesIncluded
Expenses Not Rptd F99051705ExpensesNotRptdF990
Expenses Subtotal7153861ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9907153861TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierExplanationExplanation
Part XII, Line 2d - Other Adjustments:Insurance refunds treated as miscellaneous income on audit report: 9085.
Part XII, Line 4b - Other Adjustments:Less: Direct expenses of fundraising events: -42620.
Part XIII, Line 2d - Other Adjustments:Direct expenses of fundraising events: 42620. Insurance refunds treated as miscellaneous income on audit report: 9085.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Capital 10k RunNameOfEvent1
Gross Receipts Event196475GrossReceiptsEvent1
Charitable Contributions Event196475CharitableContributionsEvent1
Name Of Event2Gala eventNameOfEvent2
Gross Receipts Event251894GrossReceiptsEvent2
Charitable Contributions Event245244CharitableContributionsEvent2
Gross Revenue Event26650GrossRevenueEvent2
Rent Facility Costs Event21314RentFacilityCostsEvent2
Food And Beverage Event23923FoodAndBeverageEvent2
Other Direct Expenses Event23724OtherDirectExpensesEvent2
Total Number Of Other Events2TotalNumberOfOtherEvents
Gross Receipts Other Events19324GrossReceiptsOtherEvents
Charitable Contrib Other Events949CharitableContribOtherEvents
Gross Revenue Other Events18375GrossRevenueOtherEvents
Non Cash Prizes Other Events2486NonCashPrizesOtherEvents
Rent Facility Costs Other Events7212RentFacilityCostsOtherEvents
Other Direct Expenses Other Events23961OtherDirectExpensesOtherEvents
Gross Receipts Total167693GrossReceiptsTotal
Charitable Contributions Total142668CharitableContributionsTotal
Gross Revenue Total Events25025GrossRevenueTotalEvents
Non Cash Prizes Total Events2486NonCashPrizesTotalEvents
Rent Facility Costs Total Events8526RentFacilityCostsTotalEvents
Food And Beverage Total Events3923FoodAndBeverageTotalEvents
Other Direct Expenses Total Events27685OtherDirectExpensesTotalEvents
Direct Expense Summary Events42620DirectExpenseSummaryEvents
Net Income Summary-17595NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII (8 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
Gifts for holidays/birthdays15275FMYGifts for holidays/birthdays
Gift Cards14400FMVGift Cards for food, household items, and medications
Payments for rent/mortgage81755FMVPayments for rent/mortgage
Donation of goods14318829Microwaves, glasses, air conditioners, phones, diapers, and other household goods
Assistance in providing medical assistance2134FMVThird party payments for medical assistance
Assistance in obtaining transportation34087FMVThird party payments for transportation assistance
Other payments to third parties7212FMVOther payments to third parties
Payments to third parties for utilities142651FMVPayments to third parties for utilities

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants in the U.S.:Identifier
Return ReferencePart I, Line 2:ReturnReference
ExplanationSchedule 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 (7 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990, Part III, line 2New Program ServicesMeals on Wheels was awarded a grant from the City of Austin to provide minor home repairs for low income clients. The repairs include smoke alarms, window and door replacement, plumbing and electrical repairs. Meals on Wheels and More also started a respite program. This is a program for people with Alzheimer's and other types of Dementia and for their caregivers. Program participants will have an opportunity to enjoy supervised activities while their caregivers will be provided free time.
Form 990, Part VI, Section A, line 4The bylaws were amended to change the number of voting members to 21.
Form 990, Part VI, Section A, line 8bAll meetings have contemporaneous documentation, except compensation meetings which discuss CEO Dan Pruett's compensation and bonuses.
Form 990, Part VI, Section B, line 11A 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 12cA code of conduct and ethics policy is signed annualy by each board member.
Form 990, Part VI, Section B, line 15bAn 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 19The 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

FieldValueIRS element (for citing)
Business Name Line1Austin Meals on Wheels Endowment FundBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO Box 6248AddressLine1
CityAustinCity
StateTXState
ZIP Code787626248ZIPCode
FieldValueIRS element (for citing)
EIN742689184EIN
Primary ActivitiesFinancial Support for MOWAMPrimaryActivities
Legal Domicile StateTXLegalDomicileState
Exempt Code Section501(c)(3)ExemptCodeSection
Public Charity StatusLine 11b, IIPublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1Meals on Wheels Endowment FundBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeCTransactionType
Amount Involved21369AmountInvolved

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