2011-08-15T12:58:44-05:00 2010-09-30 Atchley & Associates LLP 6850 Austin Center Blvd Ste 180 Austin TX 787313129 990 2009-10-01 237202594 MEALS ON WHEELS AND MORE INC (FKA United Austin for the Elderly) MEAL 5124766325 PO BOX 6248 AUSTIN TX 787626248 Larry Cosper 5124766325 2011-08-12 1 KAREN E ATCHLEY 5123462086 2009 2016-02-24 21:20:13Z Dan Pruett PO BOX 6248 AUSTIN TX 787626248 6927527 0 X http://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. 20 20 98 7600 0 0 4272125 4486394 2524460 2403712 13143 7896 39 -13095 6809767 6884907 7310 28343 0 0 2991370 3222000 8500 8500 523120 3436450 3895018 6443630 7153861 366137 -268954 7422030 7977091 2742297 3566312 4679733 4410779 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 3964415 1579795 Meals on Wheels - 680,233 first meals were prepared and delivered to the homebound, elderly, disabled and other people in need. 689693 Second meal program - additional 182,847-second meals were delivered to nutritionally at risk people who only received one daily meal. 193697 213709 City Congregate program - Prepared 73,693 meals for City of Austin congregate programs. These are meals provided to the elderly without cost to the participants. 26727 Care Calls - 10,602-telephone reassurance calls by volunteers to elderly, homebound and disabled persons. 37795 Groceries To Go - 5,041 shopping trips were made by volunteers for homebound persons. 51727 Medi-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. 51254 Handy Wheels - Volunteers made 652 minor home repairs to improve safety 146238 132171 Country Wheels - Provided and delivered 29,838 meals to persons in rural areas where volunteers were not available to deliver meals. 89034 Meals for Kids - Prepared and delivered 22,238 meals for nutritionally at risk children. Provided nutrition education information for after school programs. 115917 121169 Summer Food Program - Provided 41,649 meals to the city of Austin for kids in needy areas, and disabled adults at summer camps. 14679 Hope - Provided 4,510 bags of groceries for persons in need of additional food. 190659 102012 County 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 isolation 34551 Age - Provided 11,960 meals for persons with physical or cognitive issues. 25203 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. 33631 PALS (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. 64511 Client Assistance - Provided direct financial assistance to clients for rent and utility payments in the amount of $35,790. 29496 Respite program - Provided a safe environment for people with Alzheimers's and other types of dementia. The program also provided caregivers free time. 255129 254856 Home Repair Program - repaired 22 homes for low income clients. Repairs included window and door replacement, plumbing and electrical repairs. 1166551 610208 6014356 1 1 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 24 0 1 98 1 0 0 0 0 0 1 1 0 0 0 20 20 0 0 1 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 Stewart Whitehead 1.00 X X 0 0 0 Tim Hayden 1.00 X X 0 0 0 Namkee G Choi PhD 1.00 X X 0 0 0 Ron Westbrook 1.00 X X 0 0 0 Samuel Lee Houston 1.00 X X 0 0 0 Michael C Brown 1.00 X X 0 0 0 Adam I Hauser 1.00 X X 0 0 0 Buck Allan 1.00 X 0 0 0 Larry C Buch 1.00 X 0 0 0 Matthew D Matt Curtis 1.00 X 0 0 0 BJ Friedman PhD 1.00 X 0 0 0 Reetu Jain 1.00 X 0 0 0 Chris Maher 1.00 X 0 0 0 Shannon Orcutt 1.00 X 0 0 0 Vivian Renfro 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 Richard Rick Yeomans 1.00 X 0 0 0 Dan Pruett 40.00 X 123074 0 15137 Larry Cosper 40.00 X 89301 0 12439 212375 0 27576 1 0 0 0 Valley Services PO Box 5454 Jackson MS 392885454 Food preparation 2108193 RGD Builders 1812 Payton Gin Road Suite 280 Austin TX 78758 Building Construction 2068408 2 218566 142668 21369 1319520 2784271 4486394 Contracted Services 624200 2403712 2403712 2403712 7896 7896 4500 4500 4500 4500 25025 142668 42620 -17595 -17595 6884907 2403712 0 -5199 28343 28343 246537 206105 21202 19230 2350934 1679592 395469 275873 136759 100102 23783 12874 295555 218106 49901 27548 192215 140715 31308 20192 56188 56188 14197 11907 1963 327 4000 4000 8500 8500 29424 24679 4067 678 2243 716 233 1294 294549 184991 4668 104890 1444 1444 176311 144594 23188 8529 19327 15221 4106 29047 23757 5290 322690 268106 42164 12420 82641 67216 11274 4151 Recipient Meal Costs/Ho 2673120 2673120 Service Delivery and Mi 119281 119081 200 Miscellaneous 44040 21552 180 22308 Special Client Assistan 17116 16304 812 Dues and Subscriptions 5979 5096 883 3421 3421 7153861 6014356 616385 523120 106860 818191 1617820 496768 444835 396395 225 5970 62602 66140 7947297 1753670 5189688 6193627 7422030 7977091 449318 461950 356996 223684 1935983 2880678 2742297 3566312 X 4679733 4410779 4679733 4410779 7422030 7977091 X 0 1 1 X 1 1 X 3040218 3016183 4340179 4272125 4486394 19155099 3040218 3016183 4340179 4272125 4486394 19155099 19155099 49059 51107 36005 13143 12396 161710 12586 2150 -4719 39 10056 19326865 10844882 0.99110 0.99000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 2241 0 1 4000 1 4329 0 1 19348 29918 0 Part II-B, Line 1i: Explanation of Other Lobbying Activities: 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. 420211 1622 28312 21369 5792 422984 1.00000 0.00000 0.00000 0 0 169032 169032 5741122 569631 5171491 776726 374515 402211 1260417 809524 450893 6193627 6884907 7153861 -268954 0 -268954 6936612 9085 9085 6927527 -42620 -42620 6884907 7205566 51705 51705 7153861 0 7153861 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. Capital 10k Run 96475 96475 Gala event 51894 45244 6650 1314 3923 3724 2 19324 949 18375 2486 7212 23961 167693 142668 25025 2486 8526 3923 27685 42620 -17595 1 Gifts for holidays/birthdays 15 275 FMY Gifts for holidays/birthdays Gift Cards 14 400 FMV Gift Cards for food, household items, and medications Payments for rent/mortgage 8 1755 FMV Payments for rent/mortgage Donation of goods 143 18829 Microwaves, glasses, air conditioners, phones, diapers, and other household goods Assistance in providing medical assistance 2 134 FMV Third party payments for medical assistance Assistance in obtaining transportation 3 4087 FMV Third party payments for transportation assistance Other payments to third parties 7 212 FMV Other payments to third parties Payments to third parties for utilities 14 2651 FMV Payments to third parties for utilities 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. Form 990, Part III, line 2 New Program Services Meals 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 4 The bylaws were amended to change the number of voting members to 21. 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 annualy 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 PO Box 6248 Austin TX 787626248 742689184 Financial Support for MOWAM TX 501(c)(3) Line 11b, II N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Meals on Wheels Endowment Fund C 21369