2019-08-13T15:10:25-05:00 2018-09-30 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2017-10-01 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 2019-08-13 1 RENAE DUNCAN P01257722 5123462086 198.72.42.2 2019-08-13 15:10:21 CD P 3740A0E0B9F6099698DA1D6C78C9F789BC594669 701B1A8FF9A211C3552890B47430B477B06DD712 2017 2019-02-21 02:37:17Z MEALS ON WHEELS CENTRAL TEXAS ADAM HAUSER 3227 EAST 5TH STREET AUSTIN TX 78702 12786579 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 12 160 9000 0 0 4034901 3694025 9720427 9037420 2599 17970 39285 17943 13797212 12767358 157649 52542 0 0 5196833 5541437 64442 44574 991525 6801779 7235399 12220703 12873952 1576509 -106594 11340308 11338889 3698774 3772512 7641534 7566377 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 4462309 3723043 MEALS ON WHEELS - 554,499 FIRST MEALS WERE PREPARED AND DELIVERED TO THE HOMEBOUND, ELDERLY, DISABLED AND OTHER PEOPLE IN NEED. 1271122 1309857 HOME DEPOT FOUNDATION HOMEBOUND HEROES/CBI - HOME REPAIR - COMPLETED 90 HOMES FOR LOW-INCOME CLIENTS. REPAIRS INCLUDED WINDOW AND DOOR REPLACEMENT, PLUMBING, AND ELECTRICAL REPAIRS. 1100746 881348 COMBINED CONGREGATE PROGRAM - PROVIDED 111,231 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. 4205197 52542 3123172 OTHER PROGRAM SERVICES:SECOND MEAL PROGRAM - ADDITIONAL 38,565 SECOND MEALS WERE DELIVERED TO NUTRITIONALLY AT RISK PEOPLE WHO ONLY RECEIVED ONE DAILY MEAL.GROCERIES TO GO - 2,548 SHOPPING TRIPS WERE MADE BY VOLUNTEERS FOR HOMEBOUND PERSONS.CLIENT ASSISTANCE - PROVIDED DIRECT FINANCIAL ASSISTANCE TO CLIENTS FOR RENT, UTILITY, AND OTHER PAYMENTS IN THE AMOUNT OF $40,014.PALS PROGRAM - (PETS ASSISTING THE LIVES OF SENIORS). 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.HANDY WHEELS - VOLUNTEERS MADE 731 MINOR HOME REPAIRS TO IMPROVE SAFETY.COUNTRY WHEELS - PROVIDED AND DELIVERED 23,551 MEALS TO PERSONS IN RURAL AREAS WHERE VOLUNTEERS WERE NOT AVAILABLE TO DELIVER MEALS.MEALS FOR KIDS - PREPARED AND DELIVERED 8,591 SNACKS FOR NUTRITIONALLY AT RISK CHILDREN.HOPE - PROVIDED 6,188 BAGS 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.HOME REPAIR (CITY OF AUSTIN GENERAL OBLIGATION BONDS) - REPAIRED 53 HOMES FOR LOW-INCOME CLIENTS. REPAIRS INCLUDED WINDOW AND DOOR REPLACEMENT, PLUMBING, AND ELECTRICAL REPAIRS.HOLLY GOOD NEIGHBOR PROGRAM (CITY OF AUSTIN) - REPAIRED 5 HOMES FOR LOW-INCOME CLIENTS SPECIFIC TO THE HOLLY NEIGHBORHOOD. REPAIRS INCLUDED WINDOW AND DOOR REPLACEMENT, PLUMBING, AND ELECTRICAL REPAIRS.BARRIER REMOVAL - REPAIRED 14 HOMES FOR LOW INCOME HOMEOWNER CLIENTS WHO FACE BARRIER ISSUES IN THEIR HOMES RESULTING IN A DECLINE IN HEALTH AND SAFETY.TEXAS VETERANS' HOME REPAIR- REPAIRED 12 HOMES FOR LOW-INCOME TEXAS VETERANS AND THEIR DEPENDENTS. REPAIRS INCLUDED WINDOW AND DOOR REPLACEMENT, PLUMBING, AND ELECTRICAL REPAIRS. HOME REPAIR (TRAVIS COUNTY CONTRACT - CDBG) - REPAIRED 20 HOMES FOR LOW-INCOME CLIENTS. REPAIRS INCLUDED WINDOW AND DOOR REPLACEMENT, PLUMBING, AND ELECTRICAL REPAIRS.HOME REPAIR (STATE OF TEXAS CONTRACT - TDHCT) - COMPLETED 51 HOMES DURING THE YEAR.TEXAS VETERANS' HOME DELIVERED MEAL PROGRAM. 6,211 MEALS WERE PREPARED AND DELIVERED TO HOMEBOUND, ELDERELY, OR DISABLED VETERANS.LEGISLATIVE ACTIVITIES - ADVOCATED WITH CITY COUNCIL MEMBERS, ELECTED COUNTY OFFICIALS AND STATE LEGISLATORS TO CONTINUE OR INCREASE FUNDING FOR PROGRAMS THAT SERVE OUR CLIENTS. IN ADDITION WE ENGAGED IN GRASSROOTS LOBBYING THAT ENCOURAGED OUR SUPPORTERS TO CONTACT THEIR FEDERAL LEGISLATORS AND ADVOCATE FOR AN END TO SEQUESTRATION AND CUTS TO FEDERAL FUNDING FOR MEALS.COMMUNITY ACTIVITIES - PROVIDED ASSISTANCE TO VARIOUS PROGRAMS THROUGH THE USE OF STAFF AND FACILITIES WHICH INCLUDED THE FOLLOWING: A) ADMINISTRATION OF EFSP REGIONAL FUNDING IN TRAVIS AND WILLIAMSON COUNTIES; B) WORKED WITH BSS (BEST SINGLE SOURCE), A CITY OF AUSTIN-FUNDED COLLABORATION THAT PROVIDES CASE MANAGEMENT AND FINANCIAL ASSISTANCE TO RESIDENTS OF AUSTIN AND TRAVIS COUNTY. 4205197 52542 3123172 11039374 1 1 0 1 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 0 0 0 0 0 1 1 0 0 0 1 45 0 1 160 1 0 0 0 0 0 1 1 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 RICHARD RICK YEOMANS IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 BENJAMIN M BEN HANSON BOARD CHAIR 1.00 4.00 X X 0 0 0 NORINE YUKON 1ST VICE CHAIR 1.00 4.00 X X 0 0 0 SAMUEL LEE HOUSTON SECRETARY 1.00 5.00 X X 0 0 0 MEG YOUNGBLOOD CHAIR-ELECT & TREASURER 1.00 4.00 X X 0 0 0 MICHAEL BROWN BOARD MEMBER 1.00 5.00 X 0 0 0 NAMKEE G CHOI PH D BOARD MEMBER 1.00 X 0 0 0 STEWART WHITEHEAD BOARD MEMBER 1.00 X 0 0 0 BJ FRIEDMAN PHD BOARD MEMBER 1.00 X 0 0 0 NICK WEYNAND BOARD MEMBER 1.00 X 0 0 0 BILLY HILL BOARD MEMBER 1.00 X 0 0 0 JULIAN RIVERA BOARD MEMBER 1.00 X 0 0 0 ADAM I HAUSER PRESIDENT & CEO 40.00 5.00 X 152134 0 3879 LARRY COSPER EVP & CFO 40.00 4.00 X 134108 0 13112 MICHAEL WILSON COO 40.00 X 111332 0 12137 CHARLES CLOUTMAN VP HOME REPAIR PROGRAM 40.00 X 131200 0 13266 528774 0 42394 4 0 1 0 VALLEY SERVICES INC PO BOX 5454 JACKSON MS 39288 FOOD PREPARATION 2253289 WHEELS ON TEXAS REMODELING 156 MEADOW VIEW BLVD DEL VALLE TX 78617 BUILDING CONSTRUCTION 808063 VALDEZ REMODELING 3700 B MUNSON ST AUSTIN TX 78721 BUILDING CONSTRUCTION 794214 FETZER-VAUGHN 9300 S IH-35 SUITE A-500 AUSTIN TX 78748 BUILDING CONSTRUCTION 398148 ORANGE-BLOOD CONSTRUCTION 1525 EAST PALM VALLEY BLVD 608 ROUND ROCK TX 78764 BUILDING CONSTRUCTION 381229 7 14190 546663 378061 2755111 3694025 CONTRACTED SERVICES 624200 8953420 8953420 MANAGEMENT FEES 900099 84000 84000 9037420 22130 22130 15061 5841 13380 9220 -13380 -4160 -13380 9220 OTHER REVENUE 900099 17943 17943 17943 12767358 9041983 0 31350 12500 12500 40042 40042 667855 586052 33203 48600 3952506 2789507 706810 456189 131301 115218 6528 9555 458481 390286 36791 31404 331294 241091 53206 36997 35212 32339 1380 1493 44574 44574 115531 107371 3036 5124 33881 1448 32433 577632 434640 142992 64212 39790 24422 287806 264682 23124 36092 32830 3262 115819 105851 9968 478325 450763 27562 135665 124973 10692 HOME REPAIR COSTS 3250423 3250423 RECIPIENT MEAL COSTS 1776062 1776062 SERVICE DELIVERY AND MI 161739 160669 1070 MISCELLANEOUS 142553 60037 2099 80417 24447 22800 1647 12873952 11039374 843053 991525 80699 250167 2511595 2464289 1703484 1530654 4073 5501 211014 240451 9844988 4187784 5828420 5657204 1001023 1190623 11340308 11338889 614830 796087 378278 386791 2705666 2589634 3698774 3772512 X 6640511 6519632 1023 46745 1000000 1000000 7641534 7566377 11340308 11338889 -106594 31437 0 X X 0 1 X 1 1 1 X 4911550 5021165 5649780 4034901 3694025 23311421 4911550 5021165 5649780 4034901 3694025 23311421 530438 22780983 9617 1415 1366 4577 53567 70542 11566 11486 15849 39285 17943 96129 23478092 36209456 0.97030 0.97470 X 0 1 0 0 0 1 7500 1 300 0 0 7800 0 PART II-B, LINE 1: 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. 519646 17540 14285 551471 465234 18179 44520 8287 519646 442119 3330 27457 7672 465234 489654 3437 -20297 30675 442119 461484 2073 34099 8002 489654 0 1 1 169032 169032 6593185 2024357 4568828 849156 620455 228701 2233615 1542972 690643 5657204 X 12798795 31437 31437 12767358 0 12767358 12873952 0 12873952 0 12873952 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, 2015, 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 841308 44574 796734 841308 44574 796734 TX 1 KEEP AUSTIN AFFORDABLE PO BOX 1136 AUSTIN TX 78767 462178457 501(C)(4) 7500 TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE 1 GIFTS FOR HOLIDAYS/BIRTHDAYS 20 1673 FMV GIFTS FOR HOLIDAYS/BIRTHDAYS PAYMENTS FOR RENT/MORTGAGE 19 12707 FMV PAYMENTS FOR CLIENTS' RENT/MORTGAGE DONATION OF GOODS 39 11926 FMV MICROWAVES, GLASSES, AIR CONDITIONERS, PHONES, DIAPERS, AND OTHER HOUSEHOLD GOODS ASSISTANCE IN OBTAINING TRANSPORTATION 12 3510 FMV THIRD PARTY PAYMENTS FOR TRANSPORTATION ASSISTANCE PAYMENTS TO THIRD PARTIES FOR UTILITIES 15 3288 FMV PAYMENTS TO THIRD PARTIES FOR UTILITIES GIFT CARDS 6 978 FMV GIFT CARDS OTHER PAYMENTS TO THIRD PARTIES 10 5960 FMV OTHER PAYMENTS TO THIRD PARTIES 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 152134 0 0 0 0 0 0 0 3879 0 156013 0 0 0 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 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 HELPING THE AGING NEEDY AND DISABLED INC D 104000 CASH HELPING THE AGING NEEDY AND DISABLED INC J 84000 CASH AUSTIN MEALS ON WHEELS ENDOWMENT FUND C 546663 CASH & FMV