2018-08-14T12:07:24-05:00 2017-09-30 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2016-10-01 237202594 MEALS ON WHEELS AND MORE INC (FKA UNITED AUSTIN FOR THE ELDERLY) MEAL 5124766325 3227 EAST 5TH STREET AUSTIN TX 78702 LARRY COSPER EXECUTIVE VP AND CFO 5124766325 2018-08-14 1 KAREN E ATCHLEY P00238005 5123462086 2016 2022-09-23 18:48:47Z MEALS ON WHEELS CENTRAL TEXAS ADAM HAUSER 3227 EAST 5TH STREET AUSTIN TX 78702 13799840 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. 10 10 152 9000 0 0 5649780 4034901 7359342 9720427 1366 2599 15849 39285 13026337 13797212 355428 157649 0 0 4772361 5196833 71477 64442 873470 6377030 6801779 11576296 12220703 1450041 1576509 10040961 11340308 3959534 3698774 6081427 7641534 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 4188408 4528276 MEALS ON WHEELS - 570,702 FIRST MEALS WERE PREPARED AND DELIVERED TO THE HOMEBOUND, ELDERLY, DISABLED AND OTHER PEOPLE IN NEED. 1028208 1011859 HOME REPAIR (CITY OF AUSTIN GENERAL OBLIGATION BONDS) - REPAIRED 56 HOMES FOR LOW-INCOME CLIENTS. REPAIRS INCLUDED WINDOW AND DOOR REPLACEMENT, PLUMBING, AND ELECTRICAL REPAIRS. 1014798 831508 COMBINED CONGREGATE PROGRAM - PROVIDED 102,176 MEALS AND SOCIAL ACTIVITIES AT 14 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. 4466402 157649 3348784 OTHER PROGRAM SERVICES:SECOND MEAL PROGRAM - ADDITIONAL 40,827 SECOND MEALS WERE DELIVERED TO NUTRITIONALLY AT RISK PEOPLE WHO ONLY RECEIVED ONE DAILY MEAL.GROCERIES TO GO - 3,449 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 $32,372.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 570 MINOR HOME REPAIRS TO IMPROVE SAFETY.COUNTRY WHEELS - PROVIDED AND DELIVERED 25,751 MEALS TO PERSONS IN RURAL AREAS WHERE VOLUNTEERS WERE NOT AVAILABLE TO DELIVER MEALS.MEALS FOR KIDS - PREPARED AND DELIVERED 8,331 SNACKS FOR NUTRITIONALLY AT RISK CHILDREN.HOPE - PROVIDED 5,672 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.HOLLY GOOD NEIGHBOR PROGRAM (CITY OF AUSTIN) - REPAIRED 20 HOMES FOR LOW-INCOME CLIENTS SPECIFIC TO THE HOLLY NEIGHBORHOOD. REPAIRS INCLUDED WINDOW AND DOOR REPLACEMENT, PLUMBING, AND ELECTRICAL REPAIRS.BARRIER REMOVAL - REPAIRED 12 HOMES FOR LOW INCOME HOMEOWNER CLIENTS WHO FACE BARRIER ISSUES IN THEIR HOMES RESULTING IN A DECLINE IN HEALTH AND SAFETY.HOME REPAIR (TRAVIS COUNTY CONTRACT - CDBG) - REPAIRED 9 HOMES FOR LOW-INCOME CLIENTS. REPAIRS INCLUDED WINDOW AND DOOR REPLACEMENT, PLUMBING, AND ELECTRICAL REPAIRS.HOME REPAIR (STATE OF TEXAS CONTRACT - TDHCT) - COMPLETED 29 HOMES DURING THE YEAR.HOME DEPOT HOMEBOUND HEROES - HOME REPAIR - COMPLETED 66 HOMES FOR LOW-INCOME CLIENTS. REPAIRS INCLUDED WINDOW AND DOOR REPLACEMENT, PLUMBING, AND ELECTRICAL REPAIRS.TEXAS VETERANS' HOME DELIVERED MEAL PROGRAM. 58,525 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) PROVIDED 141,000 MEALS FOR GIDDINGS COMBINDED COMMUNITY ACTION AGENCY; B) ADMINISTRATION OF EFSP REGIONAL FUNDING IN TRAVIS AND WILLIAMSON COUNTIES; C) 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. 4466402 157649 3348784 10697816 1 1 0 1 0 0 0 0 0 1 1 1 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 34 0 1 152 1 0 0 0 0 0 1 1 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X X LARRY COSPER 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 X X 0 0 0 NORINE YUKON 1ST VICE CHAIR 1.00 X X 0 0 0 SAMUEL LEE HOUSTON SECRETARY 1.00 X X 0 0 0 MEG YOUNGBLOOD CHAIR-ELECT & TREASURER 1.00 X X 0 0 0 ADAM I HAUSER PRESIDENT & CEO AFTER APRIL 7TH 40.00 5.00 X X 0 0 0 MICHAEL BROWN BOARD MEMBER 1.00 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 LARRY COSPER EVP & CFO 40.00 2.00 X 128776 0 14713 MICHAEL WILSON COO 40.00 X 103259 0 12619 CHARLES CLOUTMAN VP HOME REPAIR PROGRAM 40.00 X 95947 0 17721 DAN PRUETT PRESIDENT & CEO UNTIL APRIL 7TH 40.00 X 217239 0 17645 545221 0 62698 3 0 1 0 VALLEY SERVICES INC PO BOX 5454 JACKSON MS 39288 FOOD PREPARATION 1876945 VALDEZ REMODELING 3700 B MUNSON ST AUSTIN TX 78721 BUILDING CONSTRUCTION 1170231 4 L CONSTRUCTION 427 BIG OAK DR SAN ANTONIO TX 78264 BUILDING CONSTRUCTION 382790 FITZER-VAUGHN 9300 S IH-35 SUITE A-500 AUSTIN TX 78748 BUILDING CONSTRUCTION 380118 HAND 3227 E 5TH ST AUSTIN TX 78702 ELDERLY SERVICES 354798 11 14803 931888 3088210 4034901 CONTRACTED SERVICES 624200 9720427 9720427 9720427 4577 4577 650 2628 -1978 -1978 -1978 OTHER REVENUE 900099 39285 39285 39285 13797212 9718449 0 43862 132490 132490 25159 25159 705567 619145 35078 51344 3639721 2803642 473545 362534 103472 90798 5144 7530 430983 354426 65105 11452 317090 249442 36616 31032 39427 35357 4070 64442 64442 110475 107147 3328 31472 31472 484395 337872 2871 143652 44734 17531 792 26411 274087 252174 21913 30395 26126 694 3575 101719 93212 8507 408198 372208 14977 21013 123324 115152 8172 RECIPIENT MEAL COSTS/HO 4796837 4796823 14 SERVICE DELIVERY AND MI 175358 174849 509 MISCELLANEOUS 133679 47899 10525 75255 SPECIAL CLIENT ASSISTAN 25831 25831 21848 20533 1315 12220703 10697816 649417 873470 77137 80699 3278278 2511595 1436054 1703484 395 4073 118050 211014 9666229 3837809 5131047 5828420 1001023 10040961 11340308 480210 614830 654984 378278 2824340 2705666 3959534 3698774 X 6081427 6640511 1023 1000000 6081427 7641534 10040961 11340308 1576509 -16402 0 X X 0 1 X 1 1 1 X 4624001 4911550 5021165 5649780 4034901 24241397 4624001 4911550 5021165 5649780 4034901 24241397 513117 23728280 7609 9617 1415 1366 4577 24584 11566 11486 15849 39285 78186 24344167 30587731 0.97470 0.99730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 315 0 0 1 175 0 1 4643 5133 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. 465234 18179 44520 8287 519646 442119 3330 27457 7672 465234 489654 3437 -20297 30675 442119 461484 2073 34099 8002 489654 434869 2107 31457 6949 461484 1.00000 0 1 1 169032 169032 6519748 1814053 4705695 860152 615699 244453 2117297 1408057 709240 5828420 EAGLE CLASS - JP MORGAN US GOVERNMENT MONEY MARKET FUND 1001023 F 1001023 X 13797212 0 13797212 0 13797212 12220703 0 12220703 0 12220703 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, 2014, 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 785712 84957 700755 785712 84957 700755 TX 1 HELPING THE AGING NEEDY AND DISABLED INC 1640-B EAST 2ND ST STE 200 AUSTIN TX 78702 741888198 501(C)(3) 132490 CARE GIVING TO THE ELDERLY, DISABLED, AND THOSE RECOVERING FROM ILLNESS 1 GIFTS FOR HOLIDAYS/BIRTHDAYS 2 198 FMV GIFTS FOR HOLIDAYS/BIRTHDAYS PAYMENTS FOR RENT/MORTGAGE 18 16036 FMV PAYMENTS FOR CLIENTS' RENT/MORTGAGE DONATION OF GOODS 4 1070 FMV MICROWAVES, GLASSES, AIR CONDITIONERS, PHONES, DIAPERS, AND OTHER HOUSEHOLD GOODS ASSISTANCE IN OBTAINING TRANSPORTATION 1 1182 FMV THIRD PARTY PAYMENTS FOR TRANSPORTATION ASSISTANCE PAYMENTS TO THIRD PARTIES FOR UTILITIES 16 6643 FMV PAYMENTS TO THIRD PARTIES FOR UTILITIES ASSISTANCE FOR MEDICAL EXPENSES 1 29 ASSISTANCE FOR MEDICAL EXPENSES 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 DAN PRUETT PRESIDENT & CEO UNTIL APRIL 7TH 217239 0 0 0 0 0 7862 0 9783 0 234884 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B ALL MEETINGS HAVE CONTEMPORANEOUS DOCUMENTATION, EXCEPT COMPENSATION MEETINGS WHICH DISCUSS CEO DAN PRUETT'S COMPENSATION AND BONUSES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS ELECTRONICALLY MAILED TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO SIGNING AND MAILING. FORM 990, PART VI, SECTION B, LINE 12C A CODE OF CONDUCT AND ETHICS POLICY IS 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: HE 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HELPING THE AGING NEEDY AND DISABLED INC B 132490 FMV