2019-12-18T15:43:38-06:00 2019-06-30 520959934 ELLIN & TUCKER CHARTERED 400 EAST PRATT ST SUITE 200 BALTIMORE MD 21202 990 2018-07-01 526074723 MEALS ON WHEELS OF CENTRAL MARYLANDINC MEAL 4105580932 515 S HAVEN STREET BALTIMORE MD 21224 STEPHANIE ARCHER-SMITH EXECUTIVE DIRECTOR 4105580932 2019-12-13 1 SUSAN KELLER P00245169 4107275735 2019-12-13 65.246.120.254 2019-12-13 14:02:58 ES P AB7DFB60C93AA1B331567231D7D48371795C5F56 CB1C3A3D0CA69C2409C95F394BBD5A20A7109465 2018 2020-04-17 16:48:07Z STEPHANIE ARCHER-SMITH 515 S HAVEN STREET BALTIMORE MD 21224 10828768 0 X WWW.MEALSONWHEELSMD.ORG X 1967 MD SPECIALIZING IN SERVICES TO THE AGING, MEALS ON WHEELS OF CENTRAL MARYLAND (MOWCM) SERVES HOMEBOUND SENIORS, DISABLED INDIVIDUALS AND OTHER VULNERABLE ADULTS IN ORDER TO KEEP THEM LIVING SAFELY AND INDEPENDENTLY IN THEIR HOMES AND COMMUNITIES, PREVENT HOSPITALIZATION, AND AVOID PREMATURE INSTITUTIONALIZATION. BY PROVIDING NUTRITIOUS, HOME-DELIVERED MEALS AND INDIVIDUALIZED SUPPORT SERVICES, MOWCM IMPACTS SOCIAL, DETERMINANTS OF HEALTH RESULTING FROM ISOLATION AND POVERTY AND SUPPORTS SUCCESSFUL AGING. 20 18 130 1798 0 0 5628515 6183923 4031124 4279001 190125 84417 -32203 -40968 9817561 10506373 0 0 0 0 3312004 3586155 67058 40800 641566 6314310 6548999 9693372 10175954 124189 330419 9846138 10155386 1345887 1322132 8500251 8833254 X OUR CHARITABLE MISSION, TO ENABLE PEOPLE TO LIVE INDEPENDENTLY AT HOME BY PROVIDING NUTRITIOUS MEALS, PERSONAL CONTACT AND RELATED SERVICES, HELPS THE AGING AND DISABLED SUSTAIN THEIR OPTIMUM HEALTH, MAINTAIN ECONOMIC STABILITY, AND IMPROVE THEIR OVERALL QUALITY OF LIFE. BY HELPING CLIENTS REMAIN LIVING INDEPENDENTLY IN THEIR HOMES, MEALS ON WHEELS SUPPORTS THEIR CONTINUED INTEGRATION IN THE SOCIAL FABRIC OF THE COMMUNITY, PREVENTS PREMATURE INSTITUTIONALIZATION, AND ALLOWS THEM TO AGE IN THEIR COMMUNITIES SAFELY AND WITH DIGNITY. 0 0 6297760 4279001 NUTRITION SERVICESNUTRITION SERVICES INCLUDE THE DELIVERY OF A DAILY HOT LUNCH MEAL AND COLD DINNER MEAL WHICH OFFER TWO-THIRDS OF THE DAILY ALLOWANCE OF NUTRIENTS FOR AN ADULT OVER 60 AND ARE LOW IN FAT, SODIUM, AND CONCENTRATED SUGARS. WEEKEND AND HOLIDAY MEALS ARE OFFERED AS ARE SPECIALTY MEALS INCLUDING KOSHER, KOREAN, AND TEXTURE MODIFIED MEALS. 2199672 CLIENT SERVICESCLIENT SUPPORT SERVICES BEGIN WITH AN IN-DEPTH FACE TO FACE ASSESSMENT OF CLIENT NEEDS AND OFFER A UNIQUE AND INDIVIDUAL COMPLEMENT OF SERVICES THAT INCLUDES DAILY SAFETY AND WELLNESS CHECKS, HEALTH AND NUTRITION EDUCATION, COMPANION VISITS, GROCERY ASSISTANCE, HOME REPAIR AND MODIFICATION, PET FOOD DELIVERY, AND CASE MANAGEMENT AND CARE COORDINATION SERVICES. 8497432 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 42 0 130 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X JANET E HEIFNER 4105580917 515 S HAVEN ST BALTIMORE MD 21224 ALAN E PELJOVICH PE PRESIDENT 5.00 X X 0 0 0 GARY PEISACH IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 COLLEEN PLEASANT KLINE ESQ VICE PRESIDENT 1.00 X X 0 0 0 CEDRICK JOHNSON VICE PRESIDENT 1.00 X X 0 0 0 CHRIS HUMPHRIES SECRETARY 1.00 X X 0 0 0 LORI BURGHAUSER TREASURER 1.00 X X 0 0 0 WADE H BARNES ASSISTANT TREASURER 1.00 X X 0 0 0 STEPHANIE ARCHER-SMITH EXECUTIVE DIRECTOR 35.00 X X 156342 0 8943 ROBERT BRAGER COMMUNITY DIRECTOR 1.00 X 0 0 0 MICHAEL BUTTS COMMUNITY DIRECTOR 1.00 X 0 0 0 KRISTIN CARTER COMMUNITY DIRECTOR 1.00 X 0 0 0 COLETTE F COLCLOUGH COMMUNITY DIRECTOR 1.00 X 0 0 0 PETER DELLA-CROCE COMMUNITY DIRECTOR 1.00 X 0 0 0 KRISTINA GREGORY COMMUNITY DIRECTOR 1.00 X 0 0 0 BARBARA KORENBLIT COMMUNITY DIRECTOR 1.00 X 0 0 0 NEIL LEIKACH COMMUNITY DIRECTOR 1.00 X 0 0 0 JENNIFER RAY COMMUNITY DIRECTOR 1.00 X 0 0 0 ROSA M SCHARF COMMUNITY DIRECTOR 1.00 X 0 0 0 APARNA VASISHT COMMUNITY DIRECTOR 1.00 X 0 0 0 JAN BAHNER SITE REPRESENTATIVE 1.00 X 0 0 0 JANICE BENENSON SITE REPRESENTATIVE 1.00 X 0 0 0 JAN E HEIFNER DIRECTOR OF FINANCE 35.00 X 108843 0 12562 265185 0 21505 2 0 1 0 VALLEY SERVICES INC P O BOX 742992 ATLANTA GA 30374 FOOD SERVICE 3862259 ENTERPRISE P O BOX 800089 KANSAS CITY MO 64180 FLEET MANAGEMENT 374819 HARRISS & COMPANY 1203 DORSEY RD GLEN BURNIE MD 210613211 CLIENT HOME REPAIRS - HUBS 229521 LEVINDALE HEBREW GERIATRIC CENTER 2434 WEST BELVEDERE AVENUE BALTIMORE MD 21215 FOOD SERVICE 174568 JA FOODSERVICE CORP 1010 W JOHN BEERS RD STEVENSVILLE MI 49127 EMERGENCY MEAL KITS 155923 7 93727 202500 2837070 3050626 6183923 MEAL SERVICE REVENUE 624100 3971786 3971786 MEDICARE WAIVER REVENUE 624100 307215 307215 4279001 72758 72758 251933 16028 206355 49947 45578 -33919 11659 11659 25125 202500 66093 -40968 -40968 10506373 4279001 0 43449 X 296035 209073 60972 25990 2737260 1939324 558647 239289 121089 79099 29203 12787 161881 116783 34014 11084 269890 199675 47829 22386 2743 2743 27500 27500 40800 40800 19938 19938 4357657 4251902 62514 43241 44643 41238 3405 361673 233675 67742 60256 201691 158071 18550 25070 310534 306151 2308 2075 64170 27348 24751 12071 18952 17417 1535 477188 433887 29142 14159 27758 5097 22630 31 FOOD & KITCHEN SUPPLIES 238880 238562 204 114 OUTSIDE PRINTING & POST 188790 58271 6746 123773 CLIENT HOUSING REPAIRS 137124 137124 UNCOLLECTIBLE ACCOUNTS 43847 43847 25911 888 19988 5035 10175954 8497432 1036956 641566 423189 728828 153309 797919 564040 523866 935116 714123 132764 130202 5895175 3431922 2438446 2463253 5199274 4797195 9846138 10155386 807996 811750 419460 381257 118431 129125 1345887 1322132 X 8197297 8526195 302954 307059 8500251 8833254 9846138 10155386 330419 2584 0 X X 0 1 X 1 1 1 X 4797188 4779402 5255623 5628515 6183923 26644651 4797188 4779402 5255623 5628515 6183923 26644651 26644651 22379 3855 1469 58031 72758 158492 43281 61496 47098 34561 25125 211561 27014704 18104937 0.98630 0.98710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5251543 508482 119777 366933 19938 5492931 5058344 47200 409346 243367 19980 5251543 4484325 194274 619360 216675 22940 5058344 4890317 131271 -258489 257081 21693 4484325 5076165 57019 36315 245178 34004 4890317 1.00000 1 0 385554 385554 2435342 1694340 741002 1687693 893798 793895 1386586 843784 542802 2463253 CONSOLIDATED INVESTMENT FUND 4797195 F 4797195 PENSION LIABILITY 114417 DEFERRED SPECIAL EVENTS 14708 129125 X 11021527 2584 532508 535092 10486435 19938 19938 10506373 10688524 532508 532508 10156016 19938 19938 10175954 PART V, LINE 4: THE ENDOWMENT FUND WAS CREATED TO SUPPORT THE MISSION OF THE ORGANIZATION. ANNUALLY, 5% OF THE FUND'S MARKET VALUE IS TRANSFERRED TO THE OPERATING ACCOUNT FOR THIS PURPOSE. REQUESTS FOR USE OF THE ENDOWMENT FUND FOR CAPITAL EXPENDITURES ARE SUBMITTED TO THE FINANCE COMMITTEE AND PRESENTED TO THE BOARD FOR APPROVAL. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES UNDER THE INCOME TAXES TOPIC OF THE CODIFICATION. THE CODIFICATION REQUIRES THE EVALUATION OF TAX POSITIONS, WHICH INCLUDE MAINTAINING ITS TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME, AND DOES NOT ALLOW RECOGNITION OF TAX POSITIONS WHICH DO NOT MEET A "MORE-LIKELY-THAN-NOT" THRESHOLD OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT DOES NOT BELIEVE IT HAS TAKEN ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD. X X X X X X X 1 ECHO EFFECT LLC 6100 SEAFORTH ST BALTIMORE MD 21224 MAIL SOLICITATIONS 0 499970 40800 459170 499970 40800 459170 MD NIGHT OF A MILLION MEALS 227625 202500 25125 9329 4300 52464 227625 202500 25125 9329 4300 52464 66093 -40968 SCHEDULE G, PART I, LINE 2B, COLUMN (V) CONSULTATION, COPY-WRITING, LIST ACQUISITION, COORDINATING PRODUCTION, ANALYSIS OF RESULTS. X X 0 0 0 1 0 0 0 0 0 STEPHANIE ARCHER-SMITH EXECUTIVE DIRECTOR 146342 0 10000 0 0 0 8037 0 906 0 165285 0 0 0 PART I, LINE 5 THE EXECUTIVE DIRECTOR CAN EARN A BONUS OF UP TO $5,000 FOR ACHIEVING TARGETED FUNDRAISING GOALS AND MEAL DELIVERY GOALS, AND AN ADDITIONAL $5,000 FOR EXCEEDING THESE GOALS. MEYER PEISACH FATHER OF BOARD MEMBER GARY PEISACH 13863 MEYER PEISACH IS A PART TIME SITE COORDINATOR EMPLOYED BY MEALS ON WHEELS AND IS PAID CONSISTENT WITH THE PAY GRADE SCALE OF EMPLOYEES IN THAT POSITION 0 FORM 990, PART VI, SECTION A, LINE 2 ALAN E PELJOVICH AND CEDRICK JOHNSON - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B MEALS ON WHEELS OF CENTRAL MARYLAND, INC. HAS A PROCESS TO REVIEW THE 990 AND COPIES ARE PROVIDED TO THE AGENCY'S GOVERNING BOARD AFTER THE AUDITED FINANCIAL STATEMENTS HAVE BEEN REVIEWED AND APPROVED BY THE FINANCE/AUDIT COMMITTEE. A DRAFT FORM 990 IS PREPARED BY OUR ACCOUNTANT. THE DRAFT IS THEN REVIEWED BY THE DEPUTY EXECUTIVE DIRECTOR OF FINANCE, IT, FACILITY, DEPUTY EXECUTIVE DIRECTOR OF DEVELOPMENT, AND THE EXECUTIVE DIRECTOR. AFTER ANY NECESSARY CHANGES ARE MADE, A REVISED DRAFT IS PRESENTED TO THE FINANCE/AUDIT COMMITTEE. AFTER ANY ADDITIONAL CHANGES ARE MADE AND FINAL APPROVAL IS OBTAINED FROM THE FINANCE COMMITTEE, THE FORM 990 IS EMAILED TO THE ENTIRE GOVERNING BOARD AND HARD COPIES ARE MADE AVAILABLE AT THE SUBSEQUENT BOARD MEETING. THE APPROVED 990 IS SIGNED BY THE EXECUTIVE DIRECTOR AND SUBMITTED WITHIN THE FILING DEADLINE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST GUIDELINES ARE ESTABLISHED FOR BOARD MEMBERS AND MEMBERS OF THE SENIOR MANAGEMENT STAFF. ANNUALLY, WE REQUIRE THAT A DIRECTOR DISCLOSES THE EXISTENCE OF A DIRECT OR INDIRECT FINANCIAL INTEREST ON THE PART OF THE DIRECTOR, AND WHERE SUCH FINANCIAL INTEREST EXISTS TO ABSTAIN FROM ANY VOTE ON SUCH MATTERS. FORM 990, PART VI, SECTION B, LINE 15 MEALS ON WHEELS OF CENTRAL MARYLAND (MOWCM) IS COMMITTED TO INDIVIDUAL PERFORMANCE EVALUATIONS, COMPETITIVE PAY, MERIT-BASED PAY INCREASES, AND OTHER EMPLOYEE INCENTIVES. IT IS THE RESPONSIBILITY AND INTENTION OF THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS TO ADMINISTER COMPENSATION EQUITABLY, CONSISTENTLY, AND FAIRLY WITHIN MOWCM, AND TO MAKE MODIFICATIONS TO THIS POLICY AS NECESSARY AND APPROPRIATE. MOWCM'S COMPENSATION SYSTEM IS STRUCTURED AROUND A SALARY-GRADE SCALE THAT IS MARKET-BASED, AND FOCUSES ON THE INTERNAL EQUITY OF POSITIONS. UNDER THE SALARY-GRADE SYSTEM, POSITIONS ARE CLASSIFIED INTO SALARY GRADES BASED ON COMPENSABLE FACTORS SUCH AS REQUIRED SKILLS, EDUCATION, TRAINING, AND DECISION-MAKING AND SUPERVISORY RESPONSIBILITIES. NOTABLE CHANGES AND FULL SCALE CHANGES ARE REVIEWED BY THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR'S SALARY IS SET BY THE BOARD OF DIRECTORS USING COMPARABLE MARKET DATA FROM OTHER NON-PROFIT ORGANIZATIONS AND HUMAN SERVICE AGENCIES IN THE BALTIMORE METROPOLITIAN AND MARYLAND AREA, AND ALSO THE GUIDESTAR COMPENSATION REPORT AS REFERENCES. FORM 990, PART VI, SECTION C, LINE 19 MEALS ON WHEELS OF CENTRAL MARYLAND, INC. WILL PROVIDE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC BY WRITTEN REQUEST MAILED TO: MEALS ON WHEELS OF CENTRAL MARYLAND ATTN DEPUTY EXECUTIVE DIRECTOR OF FINANCE, IT, FACILITY 515 S HAVEN STREET BALTIMORE, MD 21224 FORM 990, PART IX, LINE 11G PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 25,926. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,926. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 135,421. MANAGEMENT AND GENERAL EXPENSES 21,800. FUNDRAISING EXPENSES 35,531. TOTAL EXPENSES 192,752. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 102,435. MANAGEMENT AND GENERAL EXPENSES 14,788. FUNDRAISING EXPENSES 7,710. TOTAL EXPENSES 124,933. FOOD COST AND PREPARATION: PROGRAM SERVICE EXPENSES 4,014,046. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,014,046. FORM 990, PART XII, LINE 2C: THE PROCESS REGARDING THE PREPARATION OF THE AUDITED FINANCIAL STATEMENTS IS UNCHANGED FROM THE PRIOR YEAR.