2020-08-17T09:21:48-05:00 2019-09-30 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2018-10-01 237202594 MEALS ON WHEELS AND MORE INC (FKA UNITED AUSTIN FOR THE ELDERLY) MEAL 5124766325 3227 EAST 5TH STREET AUSTIN TX 78702 SAMANTHA WEINMEISTER CFO 5124766325 2020-08-16 1 RENAE DUNCAN P01257722 5123462086 38.88.154.162 2020-08-17 09:21:43 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 10327BEEC7B74FDC911F9DC5F5391D196CDAC21A 2018 2020-09-22 18:59:49Z MEALS ON WHEELS CENTRAL TEXAS ADAM HAUSER 3227 EAST 5TH STREET AUSTIN TX 78702 13766190 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 12 172 7000 0 0 3694025 3547077 9037420 10115236 17970 30966 17943 71957 12767358 13765236 52542 87863 0 0 5541437 5703461 44574 81060 1160583 7235399 8252880 12873952 14125264 -106594 -360028 11338889 11267038 3772512 4036280 7566377 7230758 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 1 6217916 5840350 MEALS ON WHEELS - 741,260 FIRST MEALS WERE PREPARED AND DELIVERED TO THE HOMEBOUND, ELDERLY, DISABLED AND OTHER PEOPLE IN NEED.SECOND MEAL PROGRAM - ADDITIONAL 38,625 SECOND MEALS WERE DELIVERED TO NUTRITIONALLY AT RISK PEOPLE WHO ONLY RECEIVED ONE DAILY MEAL.COMBINED CONGREGATE PROGRAM - PROVIDED 123,365 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 24,563 MEALS TO PERSONS IN RURAL AREAS WHERE VOLUNTEERS WERE NOT AVAILABLE TO DELIVER MEALS.MEALS FOR KIDS - PREPARED AND DELIVERED 9,000 SNACKS FOR NUTRITIONALLY AT RISK CHILDREN. 4898121 3988390 HOME REPAIR - VOLUNTEERS MADE 339 MAJOR HOME REPAIR PROJECTS HANDY WHEELS - VOLUNTEERS MADE 594 MINOR HOME REPAIRS TO IMPROVE SAFETY. 805743 87863 314299 CLIENT ASSISTANCE - PROVIDED DIRECT FINANCIAL ASSISTANCE TO CLIENTS FOR RENT, UTILITY, AND OTHER PAYMENTS IN THE AMOUNT OF $52,274.PALS PROGRAM - (PETS ASSISTING THE LIVES OF SENIORS). PROVIDED FREE PET FOOD AND HEALTH AND WELLNESS ASSISTANCE FOR 492 PETS TO ENABLE CLIENTS TO KEEP THEIR PETS IN THEIR HOME TO REDUCE DEPRESSION AND ISOLATION FOR THE HOMEBOUND AND ELDERLY.GROCERIES TO GO - 1,486 SHOPPING TRIPS WERE MADE BY VOLUNTEERS FOR HOMEBOUND PERSONS.HOPE - PROVIDED 101,750 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. 4,228 HOURS OF CARE PROVIDED. 11921780 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 33 0 1 172 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 0 0 0 1 1 1 1 1 1 1 1 0 X X SAMANTHA WEINMEISTER 5124766325 3227 E 5TH STREET AUSTIN TX 78702 NORINE YUKON BOARD CHAIR-ELECT 1.00 4.00 X X 0 0 0 MICHAEL BROWN BOARD TREASURER 1.00 4.00 X 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 NICK WEYNAND BOARD 2ND VICE CHAIR 1.00 X X 0 0 0 STEWART WHITEHEAD BOARD MEMBER 1.00 X 0 0 0 MEG YOUNGBLOOD BOARD CHAIR 1.00 4.00 X X 0 0 0 BENJAMIN M BEN HANSON BOARD IMMEDIATE PAST CHAIR 1.00 4.00 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 SAMUEL LEE HOUSTON BOARD SECRETARY 1.00 4.00 X X 0 0 0 MICHAEL WILSON COO 40.00 X 120404 0 12748 LARRY COSPER EXECUTIVE VP & CFO (THROUGH 4/30/19) 40.00 2.00 X 134290 0 13339 ADAM I HAUSER PRESIDENT & CEO 40.00 5.00 X 245020 0 13643 CHARLES CLOUTMAN VP HOME REPAIR PROGRAM 40.00 X 102426 0 12381 SAMANTHA WEINMEISTER EXECUTIVE VP & CFO (AS OF 4/30/19) 40.00 2.00 X 22615 57750 8882 624755 57750 60993 4 0 1 0 VALLEY SERVICES INC PO BOX 5454 JACKSON MS 39288 FOOD PREPARATION 1760911 WHEELS ON TEXAS REMODELING 156 MEADOW VIEW BLVD DEL VALLE TX 78617 BUILDING CONSTRUCTION 1446923 VALDEZ REMODELING 3700 B MUNSON ST AUSTIN TX 78721 BUILDING CONSTRUCTION 810723 FIX ALL HANDYMAN 13021 DESSAU RD 169 AUSTIN TX 78754 BUILDING CONSTRUCTION 575445 FETZER-VAUGHN 9300 S IH-35 SUITE A-500 AUSTIN TX 78748 BUILDING CONSTRUCTION 305725 8 12901 3534176 3547077 CONTRACTED SERVICES 624200 10074436 10074436 MANAGEMENT FEES 900099 40800 40800 10115236 31920 31920 43200 0 43200 43200 43200 954 -954 -954 -954 OTHER REVENUE 900099 28757 28757 28757 13765236 10143039 0 75120 87863 87863 822084 721390 40871 59823 3879723 2652662 745712 481349 124664 109394 6198 9072 525291 329226 136315 59750 351699 308621 17485 25593 36565 36565 81060 81060 7024 7024 52083 45059 7024 67871 1765 1244 64862 529353 316829 9456 203068 82771 68165 4061 10545 296928 247624 17046 32258 69961 27542 42419 115671 83963 15514 16194 490820 461833 14493 14494 146758 106398 19839 20521 HOME REPAIR COSTS 4195206 4195206 RECIPIENT MEAL COSTS 1832258 1832258 SERVICE DELIVERY AND MI 171937 170719 1218 MISCELLANEOUS 69326 45448 379 23499 88348 73250 240 14858 14125264 11921780 1042901 1160583 250167 599418 2464289 2430411 1530654 1343835 5501 5284 240451 119738 10132278 4597493 5657204 5534785 1190623 1233567 11338889 11267038 796087 927306 386791 638722 2589634 2470252 3772512 4036280 X 6519632 6150638 46745 80120 1000000 1000000 7566377 7230758 11338889 11267038 -360028 24409 0 X X 0 1 X 1 1 1 X 5021165 5649780 4034901 3694025 3547077 21946948 5021165 5649780 4034901 3694025 3547077 21946948 556074 21390874 1415 1366 4577 53567 75120 136045 11486 15849 39285 17943 28757 113320 22196313 41551812 0.96370 0.97030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 519646 17540 14285 551471 465234 18179 44520 8287 519646 442119 3330 27457 7672 465234 489654 3437 -20297 30675 442119 169032 169032 6599510 2325135 4274375 923459 645383 278076 2440277 1626975 813302 5534785 X 13782621 24409 24409 13758212 7024 7024 13765236 14118240 0 14118240 7024 7024 14125264 PART X, LINE 2: MOWAM ADOPTED FASB 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 PROVIDED 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 AFTER SEPTEMBER 30, 2016, 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 778972 81060 697912 778972 81060 697912 TX 1 FOOD, RENT AND OTHER ASSISTANCE 126 87863 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 245020 0 0 0 0 0 5733 0 7910 0 258663 0 0 0 FORM 990, PART III, LINE 3 THE FOLLOWING GRANTS WERE DISCONTINUED DURING THE REPORTING YEAR; TEXAS VETERANS' HOME REPAIR, CITY CONTRACTED HOME REPAIR, HOLLY GOOD NEIGHBOR, BARRIER REMOVAL, LEGISLATIVE AND COMMUNITY ACTIVITIES. FORM 990, PART VI, SECTION A, LINE 8B ALL MEETINGS HAVE CONTEMPORANEOUS DOCUMENTATION, EXCEPT COMPENSATION MEETINGS WHICH DISCUSS CEO ADAM HAUSER'S COMPENSATION AND BONUSES. 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. AUSTIN MEALS ON WHEELS ENDOWMENT FUND PO BOX 6248 AUSTIN TX 78762 742689184 FINANCIAL SUPPORT FOR MOWAM TX 501(C)(3) LINE 12B, II MEALS ON WHEELS AND MORE INC 1 HELPING THE AGING NEEDY AND DISABLED INC 1640-B EAST 2ND ST STE 200 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 0 0 1 0 0 0 0 0 1 0 1 0 1 1 0 0 0 0 HELPING THE AGING NEEDY AND DISABLED INC D 52369 CASH HELPING THE AGING NEEDY AND DISABLED INC J 43200 CASH HELPING THE AGING NEEDY AND DISABLED INC L 40800 CASH