2021-08-16T10:24:38-05:00 2020-09-30 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2019-10-01 237202594 MEALS ON WHEELS AND MORE INC (FKA UNITED AUSTIN FOR THE ELDERLY) MEAL 5124766325 3227 EAST 5TH STREET AUSTIN TX 78702 ADAM HAUSER PRESIDENT & CEO 5124766325 2021-08-16 1 RENAE DUNCAN P01257722 5123462086 2021-08-13 2019 2022-09-23 18:48:47Z MEALS ON WHEELS CENTRAL TEXAS ADAM HAUSER 3227 EAST 5TH STREET AUSTIN TX 78702 18224363 0 X WWW.MEALSONWHEELSANDMORE.ORG/ X 1972 TX MEALS ON WHEELS AND MORE SEEKS TO NOURISH AND ENRICH THE LIVES OF THE HOMEBOUND AND OTHER PEOPLE IN NEED THROUGH PROGRAMS THAT PROMOTE DIGNITY AND INDEPENDENT LIVING. 12 12 185 6700 0 0 3547077 17613609 10115236 495280 30966 35712 71957 70982 13765236 18215583 87863 175154 0 0 5703461 5830837 81060 89722 1170532 8252880 8605715 14125264 14701428 -360028 3514155 11267038 14090960 4036280 3358616 7230758 10732344 X MEALS ON WHEELS AND MORE SEEKS TO NOURISH AND ENRICH THE LIVES OF THE HOMEBOUND AND OTHER PEOPLE IN NEED THROUGH PROGRAMS THAT PROMOTE DIGNITY AND INDEPENDENT LIVING. 0 0 7009075 79066 517101 MEALS ON WHEELS - 623,813 FIRST MEALS WERE PREPARED AND DELIVERED TO THE HOMEBOUND, ELDERLY, DISABLED AND OTHER PEOPLE IN NEED.SECOND MEAL PROGRAM - ADDITIONAL 37,395 SECOND MEALS WERE DELIVERED TO NUTRITIONALLY AT RISK PEOPLE WHO ONLY RECEIVED ONE DAILY MEAL.COMBINED CONGREGATE PROGRAM - PROVIDED 130,116 MEALS AND SOCIAL ACTIVITIES AT 15 CONGREGATE SITES WITHIN THE CITY OF AUSTIN AND 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.COUNTRY WHEELS - PROVIDED AND DELIVERED 25,293 MEALS TO PERSONS IN RURAL AREAS WHERE VOLUNTEERS WERE NOT AVAILABLE TO DELIVER MEALS.MEALS FOR KIDS - PREPARED AND DELIVERED 5,123 SNACKS FOR NUTRITIONALLY AT RISK CHILDREN. 4376802 HOME REPAIR - VOLUNTEERS MADE 156 MAJOR HOME REPAIR PROJECTS HANDY WHEELS - VOLUNTEERS MADE 288 MINOR HOME REPAIRS TO IMPROVE SAFETY. 1260065 96088 CLIENT ASSISTANCE - PROVIDED DIRECT FINANCIAL ASSISTANCE TO CLIENTS FOR RENT, UTILITY, AND OTHER PAYMENTS IN THE AMOUNT OF $75,530.PALS PROGRAM - (PETS ASSISTING THE LIVES OF SENIORS). PROVIDED FREE PET FOOD AND HEALTH AND WELLNESS ASSISTANCE FOR PETS TO ENABLE CLIENTS TO KEEP THEIR PETS IN THEIR HOME TO REDUCE DEPRESSION AND ISOLATION FOR THE HOMEBOUND AND ELDERLY. 52,800 POUNDS OF FOOD WAS PROVIDED FOR PETS. GROCERIES TO GO - 7,467 HOURS OF SHOPPING TRIPS WERE MADE BY VOLUNTEERS FOR HOMEBOUND PERSONS.HOPE - PROVIDED 99,794 POUNDS OF GROCERIES FOR PERSONS IN NEED OF ADDTIONAL FOOD.RESPITE - PROVIDED A SAFE ENVIROMENT FOR PEOPLE WITH ALZHEIMER'S AND OTHER TYPES OF DEMENTIA. THE PROGRAM ALSO PROVIDED CAREGIVERS FREE TIME. 1,964 HOURS OF CARE PROVIDED. 12645942 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 48 0 1 185 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ADAM I HAUSER 5124766325 3227 E 5TH STREET AUSTIN TX 78702 NORINE YUKON BOARD CHAIR-ELECT/CHAIR (AS OF 4/20) 1.00 4.00 X X 0 0 0 NICK WEYNAND BOARD 2ND VICE CHAIR 1.00 X X 0 0 0 MICHAEL BROWN BOARD TREASURER 1.00 4.00 X X 0 0 0 SAMUEL LEE HOUSTON BOARD SECRETARY 1.00 4.00 X X 0 0 0 MEG YOUNGBLOOD BOARD CHAIR/IMMEDIATE PAST CHAIR (AS OF 4/20) 1.00 4.00 X X 0 0 0 BENJAMIN M BEN HANSON BOARD IMMEDIATE PAST CHAIR (THRU 4/20) 1.00 4.00 X 0 0 0 BILLY HILL BOARD MEMBER 1.00 X 0 0 0 BJ FRIEDMAN PHD BOARD MEMBER 1.00 X 0 0 0 STEWART WHITEHEAD BOARD MEMBER 1.00 X 0 0 0 NAMKEE G CHOI PHD BOARD MEMBER 1.00 X 0 0 0 JULIAN RIVERA BOARD MEMBER 1.00 X 0 0 0 JON WEIZENBAUM BOARD MEMBER 1.00 X 0 0 0 GREG WILLIAMS BOARD MEMBER (AS OF 7/20) 1.00 X 0 0 0 ADAM I HAUSER PRESIDENT & CEO 40.00 5.00 X 257545 0 21029 MICHAEL WILSON SENIOR VP & COO 40.00 X 122678 0 13405 SAMANTHA WEINMEISTER CHIEF FINANCIAL OFFICER 40.00 2.00 X 91490 0 12284 CHARLES CLOUTMAN VP HOME REPAIR PROGRAM 40.00 X 100920 0 12923 572633 0 59641 3 0 1 0 VALLEY SERVICES INC PO BOX 742992 ATLANTA GA 30374 FOOD PREPARATION 2620360 FIX ALL HANDYMAN 13021 DESSAU RD 169 AUSTIN TX 78754 BUILDING CONSTRUCTION 1020024 WHEELS ON TEXAS REMODELING 156 MEADOW VIEW BLVD DEL VALLE TX 78617 BUILDING CONSTRUCTION 917444 VALDEZ REMODELING 3700 B MUNSON ST AUSTIN TX 78721 BUILDING CONSTRUCTION 341360 REYNA DRYWALL & PAINTING 1012 NW PRAIRIE LEA ST LOCKHART TX 78644 BUILDING CONSTRUCTION 224124 10 7834 6829692 10776083 29174 17613609 CONTRACTED SERVICES 624200 454480 454480 MANAGEMENT FEES 900099 40800 40800 495280 26326 26326 43200 0 43200 43200 43200 15347 2819 0 8780 15347 -5961 9386 -5961 15347 OTHER REVENUE 900099 27782 27782 27782 18215583 517101 0 84873 79066 79066 96088 96088 539073 405206 71935 61932 4245238 3180024 568800 496414 153091 119229 19556 14306 537682 418751 68685 50246 355753 277063 45445 33245 52262 52262 89722 89722 7465 7465 47849 30808 4449 12592 42217 42217 763858 509014 27475 227369 122903 114342 4434 4127 268521 243319 20608 4594 21984 5837 6992 9155 91807 82307 9500 492827 475599 8614 8614 156564 140407 16157 HOME REPAIR COSTS 3617649 3617649 RECIPIENT MEAL COSTS 2613655 2612867 185 603 MISCELLANEOUS 116662 24709 21234 70719 SERVICE DELIVERY AND MI 105114 105001 113 84378 56394 9077 18907 14701428 12645942 884954 1170532 599418 1250275 2430411 5090798 1343835 1273232 5284 2303 119738 80749 10170591 4989620 5534785 5180971 1233567 1212632 11267038 14090960 927306 821679 638722 198873 2470252 2338064 4036280 3358616 X 6150638 9675778 1080120 1056566 7230758 10732344 11267038 14090960 3514155 -12569 0 X X 0 1 X 1 1 1 X 5649780 4034901 3694025 3547077 17613609 34539392 5649780 4034901 3694025 3547077 17613609 34539392 500074 34039318 1366 4577 53567 75120 69526 204156 15849 39285 17943 28757 27782 129616 34873164 36727705 0.97610 0.96370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1080120 15122 38676 1056566 1046745 33375 1080120 1520669 17540 60007 551471 1046745 465234 1018179 45543 8287 1520669 442119 3330 27457 7672 465234 0.95000 0.05000 0 0 169032 169032 6631495 2457347 4174148 973695 670637 303058 2396369 1861636 534733 5180971 X 18195549 -12569 -12569 18208118 7465 7465 18215583 14693963 0 14693963 7465 7465 14701428 PART V, LINE 4: MEALS ON WHEELS CENTRAL TEXAS ESTABLISHED THE MYRTLE AGNEW WALKER ENDOWMENT (THE MAW ENDOWMENT) WITH THE PURPOSE OF CREATING A PERMANENT ENDOWMENT TO SUPPORT MOWCT'S IN-HOME CARE ACTIVITIES WITHIN MOWCTX IN-HOME CARE. PART X, LINE 2: THE ORGANIZATION HAS ADOPTED ASC 740, 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 PROVIDES GUIDANCE FOR DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. THE ORGANIZATIONS' FEDERAL EXEMPT ORGANIZATION RETURNS FOR THE YEARS ENDED SEPTEMBER 30, 2017, AND AFTER ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. X 1 LAUTMAN MASKA AND NEILL 1730 RHODE ISLAND AVE NW SUITE 301 WASHINGTON DC 20036 FUNDRAISING SERVICES 0 1220842 89722 1131120 1220842 89722 1131120 TX 1 HELPING THE AGING NEEDY AND DISABLED INC 3227 E 5TH STREET AUSTIN TX 78702 741888198 501(C)(3) 77045 GENERAL PURPOSE 1 FOOD, RENT AND OTHER ASSISTANCE 190 96088 FMV FOOD, RENT, GIFT CARDS, UTILITY PAYMENTS, HOUSEHOLD GOODS 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 BASIS 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. X X X X X 0 0 0 0 0 0 0 0 0 ADAM I HAUSER PRESIDENT & CEO 207545 0 50000 0 0 0 10600 0 10429 0 278574 0 0 0 X 1 400 FAIR MARKET VALUE X 1 24958 COST X OFFICE MATERIALS 1 2500 COST X GIFT CARDS 11 1316 COST 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS REVIEWED BY ALL BOARD MEMBERS PRIOR TO SIGNING AND MAILING. FORM 990, PART VI, SECTION B, LINE 12C A CODE OF CONDUCT AND ETHICS POLICY IS UPDATED AND SIGNED ANNUALLY BY EACH BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 15 FOR ALL STAFF OTHER THAN THE CEO, 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. FOR THE CEO, AN EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS WILL OBTAIN RESEARCH AND INFORMATION TO MAKE A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS FOR THE COMPENSATION OF THE CEO BASED ON A REVIEW OF COMPARABLE DATA. FOR OTHER HIGHLY COMPENSATED EMPLOYEES, COMPENSATION WILL BE DETERMINED BY THE CEO FOLLOWING THE SAME PRINCIPLES AND PROCESS TO ENSURE FAIR AND REASONABLE COMPENSATION THAT IS NOT EXCESSIVE. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL AUDIT REPORT AND ANNUAL REPORT ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C: THE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT DID NOT CHANGE THE OVERSIGHT PROCESS FROM PRIOR YEAR. HELPING THE AGING NEEDY AND DISABLED INC 3227 E 5TH STREET AUSTIN TX 78702 741888198 CARE GIVING TO THE ELDERLY, DISABLED, AND THOSE RECOVERING FROM ILLNESS TX 501(C)(3) LINE 7 MEALS ON WHEELS AND MORE INC 1 0 1 0 1 0 0 0 0 0 1 0 1 0 1 1 0 0 0 0 HELPING THE AGING NEEDY AND DISABLED INC J 43200 CASH HELPING THE AGING NEEDY AND DISABLED INC L 40800 CASH HELPING THE AGING NEEDY AND DISABLED INC B 77045 CASH