2025-10-20T18:54:23-05:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990 2024-01-01 050340723 MEALS ON WHEELS OF RI INC MEAL 4013516700 70 BATH STREET PROVIDENCE RI 02908 MEGHAN GRADY EXECUTIVE DIRECTOR 4013516700 2025-10-17 1 1 MONIKA YADAV P01473820 4014214800 2025-10-17 2024 2025-03-06 01:10:19Z MEGHAN GRADY 70 BATH STREET PROVIDENCE RI 02908 8148218 0 X WWW.RIMEALS.ORG X 1969 RI TO MEET THE NUTRITIONAL AND OTHER SPECIAL NEEDS OF OLDER ADULTS AND OTHER ELIGIBLE POPULATIONS IN ORDER TO HELP THEM MAINTAIN THEIR INDEPENDENT LIFESTYLES. OUR IMPACT IS EVIDENCED BY THE NUMBER OF CLIENTS SERVED BY OUR HOME-DELIVERED AND CONGREGATE MEAL PROGRAMS. IN TOTAL, MORE THAN 2,900 SENIORS AND OTHERS LIVING WITH DISABILITIES BENEFITTED FROM OUR PROGRAMS DURING THE YEAR. 19 19 48 417 0 0 4820736 4285475 765492 2001742 121743 237301 90764 91045 5798735 6615563 0 0 0 0 1219403 1635510 0 0 261271 2996566 3305829 4215969 4941339 1582766 1674224 9966148 12421695 256853 472655 9709295 11949040 X TO MEET THE NUTRITIONAL AND OTHER SPECIAL NEEDS OF OLDER ADULTS AND OTHER ELIGIBLE POPULATIONS IN ORDER TO HELP THEM MAINTAIN THEIR INDEPENDENT LIFESTYLES. OUR IMPACT IS EVIDENCED BY THE NUMBER OF CLIENTS SERVED BY OUR HOME-DELIVERED AND CONGREGATE MEAL PROGRAMS. IN TOTAL, MORE THAN 2,900 SENIORS AND OTHERS LIVING WITH DISABILITIES BENEFITTED FROM OUR PROGRAMS DURING THE YEAR. 0 0 3296486 1856058 HOME-DELIVERED MEAL PROGRAM SERVICE ACCOMPLISHMENTS: MEALS ON WHEELS OF RI'S HOME-DELIVERED MEAL PROGRAM IS THE ONLY NONPROFIT HOME-DELIVERED PROGRAM IN RHODE ISLAND THAT OFFERS STATEWIDE SERVICE OF FULLY PREPARED MEALS, WHICH MEET ONE-THIRD OF A SENIOR'S DAILY DIETARY ALLOWANCE, ALONG WITH A SAFETY-ASSURING WELL-BEING CHECK. IN 2024, THIS PROGRAM DELIVERED 269,110 MEALS TO 3,331 HOMEBOUND OLDER ADULTS.IN 2024, THE ORGANIZATION DELIVERED 120,480 MEALS TO 786 PEOPLE WHO HAVE MEDICAID AND WERE ELIGIBLE FOR A HOME-DELIVERED MEAL BENEFIT.THIS PROGRAM OFFERS SERVICE TO THOSE AGED 60 OR OLDER OR THOSE WHO ARE YOUNGER AND QUALIFIED THROUGH A STATE-FUNDED PROGRAM, WHO ARE HOMEBOUND AND UNABLE TO SAFELY PREPARE MEALS FOR THEMSELVES DUE TO PHYSICAL AND/OR PSYCHOLOGICAL CONDITIONS. QUALIFIED PARTICIPANTS CAN RECEIVE MEALS FIVE DAYS PER WEEK AND ONE LUNCHTIME MEAL PER WEEKDAY THAT MEETS NUTRITIONAL STANDARDS AS SET BY THE OLDER AMERICANS ACT. MENUS ARE DEVELOPED BY A REGISTERED NUTRITIONIST AND ADAPTED TO MEET APPLICABLE CLIENT PREFERENCES. CLIENT ELIGIBILITY IS VERIFIED THROUGH THE REFERRAL PROCESS. A POTENTIAL CLIENT, FAMILY MEMBER, HEALTH CARE PROFESSIONAL OR ANOTHER INVESTED PARTY WITH KNOWLEDGE OF THE POTENTIAL CLIENT'S HEALTH CAN MAKE A REFERRAL BY PHONE OR THROUGH OUR WEBSITE. UPON CONFIRMATION THAT THE POTENTIAL CLIENT MEETS PROGRAM CRITERIA, THEY ARE ENROLLED INTO THE PROGRAM. CLIENT INFORMATION, NUTRITIONAL NEEDS AND PREFERENCES, NUMBER OF MEALS RECEIVED, AND OTHER INFORMATION REQUIRED TO MEET REPORTING GUIDELINES, IS MAINTAINED IN THE SERVTRACKER DATABASE.THE MEALS ARE PREPARED AND PACKAGED BY THE CONTRACTED CATERER BEFORE BEING DROPPED OFF AT 21 STATEWIDE LOCATIONS - MEAL DISPATCH SITES - WHERE A DEDICATED SPACE HAS BEEN DONATED. TRAINED DRIVERS PICK UP THE MEALS FROM THAT SPACE AND DELIVER TO THE HOMES OF RECIPIENTS IN THEIR COMMUNITY. MEALS ARE DELIVERED IN A CHILLED STATE SO THAT THE CLIENT CAN REHEAT, BY MICROWAVE OR CONVENTIONAL OVEN, AT THE TIME OF DAY THEY PREFER TO EAT. THERE IS NO CHARGE OR FINANCIAL REQUIREMENT FOR PROGRAM PARTICIPATION; A VOLUNTARY SUGGESTED DONATION OF $3.00 PER MEAL IS REQUESTED FROM CLIENTS. INSTRUCTIONS ARE PROVIDED FOR EACH CLIENT IN THE CASE THAT SOMEONE DOES NOT ANSWER THE DOOR FOR THEIR MEAL DELIVERY. DEPENDENT ON THE CLIENT, DELIVERY DRIVERS MAY CALL THE CLIENT DIRECTLY OR CALL THE PROVIDENCE HEADQUARTERS. IF THE CLIENT IS NOT REACHABLE VIA PHONE, OFFICE STAFF WILL CALL THE CLIENT'S EMERGENCY CONTACT. IN THE CASE THAT THE EMERGENCY CONTACT IS NOT REACHABLE, OFFICE STAFF WILL CONTACT LOCAL POLICE TO DO A WELLNESS CHECK. RESEARCH BY MEALS ON WHEELS AMERICA REPORTS THAT OLDER ADULTS WHO RECEIVE A HOME-DELIVERED MEAL PROGRAM SERVICE ARE MORE LIKELY TO REPORT IMPROVEMENTS IN PHYSICAL HEALTH AS WELL AS IN FEELINGS OF LONELINESS, TO EXPERIENCE REDUCED RATES OF FALLS AND WORRIES ABOUT BEING ABLE TO REMAIN LIVING IN THEIR OWN HOMES. MEALS ON WHEELS AMERICA ALSO REPORTS THAT SENIORS CAN BENEFIT FROM REDUCED EMERGENCY ROOM VISITS AND HOSPITALIZATIONS WITHIN JUST 30 DAYS OF STARTING A HOME-DELIVERED MEAL PROGRAM. OUR APPROACH IS ALSO COST-EFFECTIVE: MEALS ON WHEELS OF RI CAN DELIVER A YEAR'S WORTH OF MEALS TO A CLIENT FOR THE SAME COST AS ONE DAY IN THE HOSPITAL OR ONE WEEK IN A NURSING HOME WHICH SAVES THE STATE MILLIONS OF DOLLARS IN MEDICAID AND MEDICARE COSTS. 220617 136393 THROUGH ITS PILOT PROJECTS, THE HOME-DELIVERED MEAL PROGRAM'S TOTAL 2024 SERVICE INCLUDED 13,039 MEALS DELIVERED TO 191 INDIVIDUALS MANAGING CHRONIC ILLNESS, PARTICIPANTS IN A PRIVATE PAY PROGRAM, PREGNANT WOMEN AND THEIR HOUSEHOLDS, AND CHILDREN THROUGH A SUMMER MEALS INITIATIVE. IN ADDITION, 1,169 SUPPLEMENTAL GROCERY DELIVERY WERE MADE TO CLIENTS WHO WERE IDENTIFIED AS HAVING ADDITIONAL NEEDS. 214035 9291 CONGREGATE PROGRAM SERVICE ACCOMPLISHMENTS: MEALS ON WHEELS OF RI'S CAPITAL CITY CAFE AND SENIOR RESTAURANT PROGRAMS ARE DESIGNED FOR MORE MOBILE SENIORS. THE R.I. OFFICE OF HEALTH AGING HAS DIVIDED THE STATE INTO FIVE REGIONS FOR CONGREGATE MEALS; THE ORGANIZATION'S CAPITAL CITY CAF PROGRAM IS THE DESIGNATED PROVIDER FOR THE PROVIDENCE REGION. THIS PROGRAM PROVIDES OLDER ADULTS WHO HAVE AMBULATORY ABILITY WEEKDAY DINING AT SIX COMMUNITY LOCATIONS AND MONTHLY CULTURALLY SPECIFIC SITES FOR THE OLDER ADULT LATIN, SOUTHEAST ASIAN, AND LGBTQ COMMUNITIES. THIS PROGRAM PROVIDED 19,507 MEALS TO 562 RHODE ISLAND SENIORS IN 2024.RHODE ISLAND RESIDENTS AGED 60 AND OLDER QUALIFY FOR THE CAPITAL CITY CAFE PROGRAM. PROGRAM PARTICIPATION RESULTS IN IMPROVED NUTRITION, IMPROVED SOCIALIZATION, AND ENHANCED ACCESS TO NUTRITION EDUCATION. PARTICIPANTS RECEIVE ONE LUNCHTIME MEAL AT A COMMUNITY DINING SITE, OFFERED ON WEEKDAYS. PARTICIPANTS MUST COMPLETE AN ENROLLMENT FORM (PERSONAL INFORMATION FORM) PRIOR TO THEIR FIRST ATTENDANCE; THIS CAN BE COMPLETED AT THE CAFE SITE PRIOR TO MEAL SERVICE. DINING RESERVATIONS ARE REQUIRED. MEALS, WHICH ARE SERVED HOT, MEET NUTRITIONAL STANDARDS AS SET BY THE OLDER AMERICANS ACT. OUR CONTRACTED CATERER PREPARES THE MEALS AND DELIVERS THEM TO THE CAFE SITES ON SERVICE DAYS. TRAINED SITE MANAGERS AND VOLUNTEERS FACILITATE DAILY DINING SERVICE. THERE IS NO CHARGE OR FINANCIAL REQUIREMENT FOR PROGRAM PARTICIPATION, BUT CLIENTS ARE ASKED TO MAKE A VOLUNTARY SUGGESTED CONTRIBUTIONS OF $3.00 PER MEAL. IN 2024, THERE WERE SIX CAFE SITES WITHIN THE PROGRAM. THE SENIOR RESTAURANT PROGRAM IS AVAILABLE TO ALL RHODE ISLAND RESIDENTS AGED 60 AND OLDER. PARTICIPANTS OBTAIN A VOUCHER FROM MEALS ON WHEELS OF RI, WHICH CAN BE PICKED UP FROM OUR PROVIDENCE HEADQUARTERS OR BY MAIL AND EXCHANGE IT FOR A MEAL AT A PARTICIPATING RESTAURANT. MEALS ARE PRE-SELECTED AND MEET NUTRITIONAL STANDARDS AS SET BY THE OLDER AMERICANS ACT. 3731138 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 48 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MEGHAN GRADY 4013516700 70 BATH STREET PROVIDENCE RI 02908 CHRISTINA PITNEY PRESIDENT AND CHAIR 4.00 X X 0 0 0 MEGAN HERNE VICE PRESIDENT 4.00 X X 0 0 0 NATHAN BEAUVAIS TREASURER 4.00 X X 0 0 0 JACLYN COTTER SECRETARY 4.00 X X 0 0 0 SARAH AMIN BOARD MEMBER 2.00 X 0 0 0 SEAN BUCHANAN BOARD MEMBER 2.00 X 0 0 0 DR MARYLOU BUYSE BOARD MEMBER 2.00 X 0 0 0 TED FISHER BOARD MEMBER 2.00 X 0 0 0 JAY LONGLEY BOARD MEMBER 2.00 X 0 0 0 BECKY LOWRY BOARD MEMBER 2.00 X 0 0 0 GISELLE MAHONEY BOARD MEMBER 2.00 X 0 0 0 COREY MCCARTY BOARD MEMBER 2.00 X 0 0 0 MARCUS MITCHELL BOARD MEMBER 2.00 X 0 0 0 KEVIN MILLONZI BOARD MEMBER 2.00 X 0 0 0 JOCELYN NACCI BOARD MEMBER 2.00 X 0 0 0 ELIZABETH PHILLIPS ESQ BOARD MEMBER 2.00 X 0 0 0 PHANIDA PHIVILAY BOARD MEMBER 2.00 X 0 0 0 JOE ROTELLA BOARD MEMBER 2.00 X 0 0 0 GREG SOLMAN BOARD MEMBER 2.00 X 0 0 0 MEGHAN GRADY EXECUTIVE DIRECTOR 40.00 X 168104 0 6653 KEREN DELA CRUZ DIRECTOR OF FINANCE 40.00 X 51458 0 5582 219562 0 12235 1 0 1 0 TRIO COMMUNITY MEALS 100 VALLEY DR SUITE 200 PEARL MS 39208 PRIMARY CATERER FOR THE HOME DELIVERED M 2150033 ENCORE CATERING 1260 POST ROAD WARWICK RI 02888 PRIMARY CATERER FOR THE CONGREGATE MEAL 115569 2 96982 2926927 1261566 40890 4285475 MEDICAID FUNDING 624200 1650436 1650436 HOME DELIVERED PROGRAM REVENUE 624200 205622 205622 PILOT PROGRAMS 624200 136393 136393 CONGREGATE PROGRAM 624200 9291 9291 2001742 230079 230079 1472858 1465636 7222 7222 7222 114242 96982 67019 47223 47223 43822 43822 43822 6615563 2001742 0 328346 231797 157606 54554 19637 1135702 772197 267290 96215 17050 11593 4013 1444 131752 89582 31008 11162 119209 81054 28056 10099 7003 7003 32839 32839 184749 80995 88722 15032 17076 555 12973 3548 172269 63803 87823 20643 148459 39849 34621 73989 90855 90855 51121 46822 4299 157512 69542 87970 82167 82167 MEAL COSTS 2316054 2316054 BAD DEBT 35816 1164 27210 7442 PROFESSIONAL DEVELOPMEN 5567 181 4229 1157 4342 141 3298 903 4941339 3731138 948930 261271 1716434 928004 990 108218 906155 739538 18520 24760 1866842 928340 1004828 938502 5600512 8920060 718709 762613 9966148 12421695 256853 369991 0 102664 256853 472655 X 8753371 10530709 955924 1418331 9709295 11949040 9966148 12421695 X 1674224 521617 43904 X 0 1 X 1 1 1 X 6727316 3689792 4056368 4820736 4285475 23579687 6727316 3689792 4056368 4820736 4285475 23579687 23579687 22334 43735 92074 145131 230079 533353 225246 180921 184137 71089 47223 708616 478 12900 7183 19675 43822 84058 24905714 4366747 0.94680 0.94840 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 478. 2021 AMOUNT: $ 12,900. 2022 AMOUNT: $ 7,183. 2023 AMOUNT: $ 19,675. 2024 AMOUNT: $ 43,822. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50000 50000 597272 337105 260167 1065282 591235 474047 154288 154288 938502 BENEFICIAL INTEREST IN PERPETUAL TRUST 762613 762613 X 7148245 521617 43904 565521 6582724 32839 32839 6615563 4908500 0 4908500 32839 32839 4941339 PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE IRC. AS A NOT-FOR-PROFIT ENTITY, THE ORGANIZATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBIT"), IF APPLICABLE. IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, THE ORGANIZATION APPLIES THE "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION AND DERECOGNITION OF TAX POSITIONS FOR ITS FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND HAS CONCLUDED THAT THERE WERE NO UNCERTAIN TAX POSITIONS THAT QUALIFIED FOR EITHER RECOGNITION OR DISCLOSURE IN THESE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCREASE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 43,904. FESTIVAL OF MEALS 211224 96982 114242 19030 29288 5100 13601 211224 96982 114242 19030 29288 5100 13601 67019 47223 X X X X 0 0 0 0 0 0 0 0 0 MEGHAN GRADY EXECUTIVE DIRECTOR 143055 0 21313 0 3736 0 6653 0 0 0 174757 0 0 0 X AUCTION ITEMS 1 19030 FAIR MARKET VALUE X GIFT CARDS 320 16000 FAIR MARKET VALUE X MEDIA 1 5860 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS ARE BASED ON THE NUMBER OF TIMES CONTRIBUTIONS WERE RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S TAX PROFESSIONALS. THE DRAFT COPY IS PROVIDED TO THE EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE. AFTER THEIR REVIEW AND ANY REQUIRED CHANGES, AN ELECTRONIC OR HARD COPY IS PROVIDED TO ALL BOARD MEMBERS. SUFFICIENT TIME IS ALLOWED FOR THEIR REVIEW. UPON APPROVAL BY THE CHAIR OF THE FINANCE COMMITTEE, THE EXECUTIVE DIRECTOR NOTIFIES THE TAX PROFESSIONALS TO FILE THE FORM 990. THE CHAIR OF THE FINANCE COMMITTEE ALSO INFORMS THE BOARD OF DIRECTORS OF THE COMPLETION OF THE REVIEW AND THAT THE FORM 990 HAS BEEN FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY STATES THAT INTERESTED PARTIES ARE UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST AND MINIMALLY REQUIRES WRITTEN DISCLOSURE AT THE ORGANIZATION'S ANNUAL MEETING. FURTHER, THE CONFLICT OF INTEREST POLICY ADDRESSES THE REVIEW PROCESS OF DECLARED POTENTIAL CONFLICTS AS WELL AS ACTIONS REQUIRED FOR VIOLATION OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD APPROVED POLICY FOR DETERMINING THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND OTHER OFFICERS INCLUDES THE REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS OR PERSONNEL COMMITTEE. THE COMPENSATION IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE COMPENSATION ARRANGEMENT ARE CONTEMPORANEOUSLY DOCUMENTED AND RECORDED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE BY ADVANCE WRITTEN REQUEST OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AT THE ORGANIZATION'S MAIN OFFICE. A NOMINAL FEE WILL BE CHARGED FOR COPIES. FORM 990, PART XI, LINE 9: INCREASE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 43,904.