2026-08-14T16:35:00-05:00 2025-09-30 463330935 AVENSON HAMANN CPAS LLP 7421 BURNET ROAD 522 AUSTIN TX 78757 990 2024-10-01 237202594 MEALS ON WHEELS AND MORE INC MEAL 5124766325 3227 EAST 5TH STREET AUSTIN TX 78702 HENRY VAN DE PUTTE CEO 5124766325 2026-08-14 1 1 CATHERINE AVENSON P01259734 5126939131 2024 2025-03-06 01:10:19Z MEALS ON WHEELS CENTRAL TEXAS HENRY VAN DE PUTTE 3227 EAST 5TH STREET AUSTIN TX 78702 14655570 0 X WWW.MEALSONWHEELSANDMORE.ORG X 1972 TX HELPING NEARLY 5,000 OLDER ADULTS IN CENTRAL TEXAS LIVE INDEPENDENTY SO THEY CAN AGE IN PLACE IN THEIR HOMES. 10 9 181 3000 0 0 14854987 13002636 895713 771060 317049 862100 0 8951 16067749 14644747 703192 526666 0 0 7106385 7581314 139082 0 1218357 8835991 9138839 16784650 17246819 -716901 -2602072 23215320 20127174 4525656 3592077 18689664 16535097 DELIVERING CARE THAT EMPOWERS OUR NEIGHBORS BY PROMOTING DIGNITY AND INDEPENDENCE. 0 0 8078744 726946 MEAL PROGRAMS - PREPARED AND DELIVERED MEALS TO THE HOMEBOUND, ELDERLY, DISABLED, AND OTHER PEOPLE IN NEED IN THE GREATER AUSTIN AREA AND SURROUNDING RURAL AREAS. ADDTIONAL MEALS PROVIDED TO NUTRITIONALLY AT RISK PEOPLE.PROVIDED MEALS AND SOCIAL ACTIVITIES AT NO COST TO SENIORS IN THE GREATER AUSTIN AREA TO PREVENT MALNUTRITION AND FEELINGS OF ISOLATION. 3909569 HOME REPAIR - MAJOR AND MINOR REPAIRS TO IMPROVE SAFETY AND REPAIR STORM DAMAGES. 1799135 526666 44114 CLIENT ASSISTANCE - PROVIDED DIRECT FINANCIAL ASSISTANCE TO CLIENTS FOR RENT, UTILITIES, AND OTHER BASIC NEEDS.PROVIDED FREE PET FOOD AND HEALTH/WELLNESS ASSISTANCE FOR CLIENTS' PETS, WHICH REDUCES DEPRESSION AND ISOLATION FOR THE HOMEBOUND AND ELDERLY.PROVIDED GROCERY SHOPPING TRIPS AND DELIVERY FOR HOMEBOUND PERSONS. 13787448 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 56 0 181 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 5124766325 3227 EAST 5TH STREET AUSTIN TX 78702 NORINE YUKON BOARD MEMBER 1.00 1.00 X 0 0 0 SAMUEL HOUSTON SECRETARY/TREASURER 1.00 1.00 X X 0 0 0 MICHAEL BROWN IMMEDIATE PAST-CHAIR 1.00 1.00 X X 0 0 0 NICK WEYNAND CHAIR 1.00 1.00 X X 0 0 0 BJ FRIEDMAN BOARD MEMBER 1.00 X 0 0 0 STEWART WHITEHEAD BOARD MEMBER 1.00 X 0 0 0 JASON COMBS BOARD MEMBER 1.00 X 0 0 0 NAMKEE CHOI BOARD MEMBER 1.00 X 0 0 0 JASON MCBRIDE BOARD MEMBER 1.00 1.00 X 0 0 0 LISA LUCERO BOARD MEMBER 1.00 X 0 0 0 GARY GREENBLUM BOARD MEMBER 1.00 X 0 0 0 JC JAMMAL BOARD MEMBER 1.00 X 0 0 0 LARRY BUCH TREASURER AS OF APR'25 1.00 1.00 X X 0 0 0 NOELLE NEWBY SECRETARY AS OF APR'25 1.00 1.00 X X 0 0 0 MICHAEL WILSON COO THROUGH NOV'24 40.00 X 161352 0 14518 HENRY VAN DE PUTTE CEO 40.00 5.00 X 375107 0 23522 JAKE PETERS COO AS OF DEC'24 40.00 X 19111 0 0 SEANNA MARCEAUX CHIEF S&I OFFICER 40.00 X 114151 0 13456 BRYAN SYKES VP FOR HOME REPAIR 40.00 X 105168 0 7510 MELANIE ALEXANDER CHIEF PEOPLE OFFICER 40.00 X 104116 0 13217 PAUL SECORD CHIEF ADVANCEMENT OFFICER 40.00 X 206640 0 1354 THERESA MEDLIN VP FOR MEAL PROGRAMS 40.00 X 109614 0 13246 1195259 0 86823 7 0 1 0 VALLEY SERVICES PO BOX 742992 ATLANTA GA 30374 FOOD PREPARATION 2444209 WHEELS ON TEXAS REMODELING 156 MEADOW VIEW BLVD DEL VALLE TX 78617 HOME REPAIR 1086202 GN REMODELING LLC 5701 JOHNNY MORRIS RD 347 AUSTIN TX 78724 HOME REPAIR 727350 THE HECTORS GROUP LLC 168 GIBBY LOOP CEDAR CREEK TX 78612 HOME REPAIR 442780 FIX-ALL HANDYMAN 10321 DESSAU RD 169 AUSTIN TX 78754 HOME REPAIR 308685 11 6730753 6271883 606356 13002636 CONTRACTED MEAL SERVICES 624200 726946 726946 MANAGEMENT FEES 900099 44114 44114 771060 345985 345985 7000 0 7000 7000 7000 512094 14844 0 10823 512094 4021 516115 516115 OTHER REVENUE 900099 1951 1951 1951 14644747 771060 0 871051 269950 269950 256716 256716 639303 256699 306083 76521 5648283 4195447 865981 586855 170898 134120 24433 12345 638830 487339 100642 50849 484000 357878 78918 47204 22200 22200 214267 214267 10000 10000 47234 47234 241449 98869 122196 20384 107778 83099 24679 249003 108593 114810 25600 194768 158595 28973 7200 193489 193442 47 40392 10336 27816 2240 77242 72535 4707 522501 432083 72421 17997 248815 202199 46616 HOME REPAIR COSTS 3176282 3176282 MEAL COSTS 2573082 2573082 POSTAGE AND PRINTING 341116 38551 21164 281401 SUPPLIES 294315 260262 28154 5899 584906 411371 114352 59183 17246819 13787448 2241014 1218357 637638 380300 168610 171901 2899477 1301185 7644 15822 110356 117014 11118312 7106118 4507949 4012194 14740408 13859935 143238 268823 23215320 20127174 1375256 1166462 165231 172488 2985169 2160681 0 92446 4525656 3592077 X 16859593 15047148 1830071 1487949 18689664 16535097 23215320 20127174 -2602072 447505 0 X 0 1 X 1 1 1 X 24401516 16724394 11634118 14854987 13002636 80617651 24401516 16724394 11634118 14854987 13002636 80617651 80617651 83971 172855 274546 349729 352985 1234086 38829 45381 47114 1951 133275 81985012 4482043 0.98330 0.98710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 10000 0 0 0 10000 0 1024406 118640 1143046 999069 103081 77744 1024406 1158590 -159521 999069 1056566 145225 43201 1158590 169032 169032 7225089 3752500 3472589 1139016 877032 261984 2585175 2476586 108589 4012194 LEASE LIABILITY 72446 DEFERRED COMPENSATION PLAN 20000 92446 X 15092252 447505 447505 14644747 0 14644747 17246819 0 17246819 0 17246819 PART V, LINE 4: MEALS ON WHEELS AND MORE, INC. ESTABLISHED THE MYRTLE AGNEW WALKER ENDOWMENT WITH THE PURPOSE OF CREATING A PERMANENT ENDOWMENT TO SUPPORT IN-HOME CARE ACTIVITIES. THE ENDOWMENT WAS RELEASED FROM PERMANENT RESTRICTION DURING YE 9/30/24. PART X, LINE 2: THE ORGANIZATION HAS ADOPTED ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THAT STANDARD PRESCRIBES A MINIMIUM 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 PROVIDES GUIDANCE FOR DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION RETURN FOR THE YEARS ENDED SEPTEMBER 30, 2019 AND AFTER ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 1 HELPING THE AGING NEEDY AND DISABLED INC 3227 E 5TH STREET AUSTIN TX 78702 741888198 501(C)(3) 262950 0 IN-HOME CARE SERVICES MEALS ON WHEELS TEXAS 9901 BRODIE LANE 160-26 AUSTIN TX 78748 472777882 501(C)(3) 6000 0 STRATEGIC PLANNING SUPPORT 2 FOOD, RENT, AND OTHER ASSISTANCE 400 256716 FMV GROCERIES, RENT, UTILITIES, HOUSEHOLD GOODS PART I, LINE 2: GRANTS ARE DESIGNATED FOR SPECIFIC PURPOSES THAT FURTHER THE MEALS ON WHEELS MISSION. CASE MANAGERS EVALUATE CLIENT NEEDS AND PROVIDE ASSISTANCE BASED ON TYPE OF NEED. PAYMENTS ARE MADE DIRECTLY TO THE VENDORS - UTILITY COMPANIES, LANDLORDS, OR PURCHASES OF ITEMS. ASSISTANCE FOR EACH CLIENT IS CAPPED AT A SPECIFIC DOLLAR AMOUNT PER YEAR EXCEPT IN EXTREME CIRCUMSTANCES APPROVED BY THE VP. ADDITIONAL ASSISTANCE IS PROVIDED TO CLIENTS VIA PARTNER ORGANIZATIONS, WHICH IS COORDINATED BY THE CASE MANAGERS. X X X X 0 0 0 0 0 0 0 0 0 HENRY VAN DE PUTTE CEO 280107 0 35000 0 60000 0 14400 0 9122 0 398629 0 0 0 PAUL SECORD CHIEF ADVANCEMENT OFFICER 206390 0 250 0 0 0 0 0 1354 0 207994 0 0 0 MICHAEL WILSON COO THROUGH NOV'24 146352 0 0 0 15000 0 5956 0 8562 0 175870 0 0 0 MIGHTY CITIZEN BUSINESS OWNED BY BOARD CHAIR 40343 WEBSITE SERVICES 0 X 12 119894 FMV X 12 114232 $1.90/LB X GIFTCARDS FOR HOME REPAIR 4 372230 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY KEY STAFF AND PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST TO THE BOARD OF DIRECTORS AS THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15 SALARIES ARE ESTABLISHED BASED ON JOB PERFORMANCE, SKILL LEVEL AND EXPERIENCE. SALARY INCREASES ARE BASED ON MARKET RATES AND BUDGETARY FACTORS; THE CEO'S SALARY IS APPROVED BY THE BOARD, AND OTHER SALARIES ARE SET BY THE CEO AND HUMAN RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 ALL REQUIRED DOCUMENTS ARE AVAILABLE UPON REQUEST. HELPING THE AGING NEEDY AND DISABLED INC 3227 E 5TH STREET AUSTIN TX 78702 741888198 IN-HOME CARE GIVING TO THE ELDERLY OR DISABLED TX 501(C)(3) LINE 7 MEALS ON WHEELS AND MORE INC 1 0 1 0 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0 0 HELPING THE AGING NEEDY AND DISABLED INC L 40800 CASH HELPING THE AGING NEEDY AND DISABLED INC B 262950 CASH HELPING THE AGING NEEDY AND DISABLED INC N 3314 CASH