2015-11-13T23:44:57-06:00 2015-06-30 264677183 DZH PHILLIPS LLP 135 MAIN STREET 9TH FLOOR SAN FRANCISCO CA 941051815 990 2014-07-01 941741155 MEALS ON WHEELS OF SAN FRANCISCO INC MEAL 4159201111 1375 FAIRFAX AVENUE SAN FRANCISCO CA 94124 ASHLEY MCCUMBER CEO & EXECUTIVE DIRECTOR 4159201111 2015-11-12 1 DEBORAH KAMINSKI P00645581 4157812500 2014 2016-03-07 17:11:31Z ASHLEY C MCCUMBER 1375 FAIRFAX AVENUE SAN FRANCISCO CA 94124 10734498 0 X WWW.MOWSF.ORG X 1970 CA TO PROVIDE ISOLATED HOMEBOUND SENIORS IN SAN FRANCISCO WITH NUTRITIOUS MEALS, DAILY HUMAN CONTACT, AND SUPPORTIVE SERVICES TO PREVENT THEIR PREMATURE INSTITUTIONALIZATION 18 18 80 2770 0 0 5810980 7474321 260826 231069 109672 81182 2336279 2307778 8517757 10094350 0 0 0 0 3754796 4259740 0 0 1057255 4619185 5257948 8373981 9517688 143776 576662 4803068 5469864 737849 721964 4065219 4747900 TO PROVIDE ISOLATED HOMEBOUND SENIORS IN SAN FRANCISCO WITH NUTRITIOUS MEALS, DAILY HUMAN CONTACT, AND SUPPORTIVE SERVICES TO PREVENT THEIR PREMATURE INSTITUTIONALIZATION 0 0 7711731 231069 HOME-DELIVERED MEALS PROGRAM: THIS PROGRAM PROVIDES HOME-DELIVERED MEALS AND NUTRITION SERVICES TO INDIVIDUALS WHO ARE HOME-BOUND BY REASON OF ILLNESS, INCAPACITATION DISABILITY, ISOLATION, LACK OF SUPPORT NETWORK AND TO THOSE INDIVIDUALS WHO HAVE NO SAFE, HEALTHY ALTERNATIVE FOR MEALS. THE PROGRAMS CONSIST OF THE PROCUREMENT, PREPARATION, SERVICE AND DELIVERY OF MEALS, AS WELL AS NUTRITION EDUCATION AND NUTRITION COUNSELING. A TOTAL OF 1,317,316 MEALS WERE SERVED IN FY2015. 309914 EMERGENCY STARTS: A SERVICE OF HOME-DELIVERED MEALS TO RESIDENTS OF THE CITY AND COUNTRY OF SAN FRANCISCO AGED 18 AND ABOVE WHO ARE FRAIL AND HOME-BOUND BY REASON OF ILLNESS, DISABILITY, ISOLATION, LACK OF SUPPORT NETWORK, WHO HAVE NO SAFE AND HEALTHY ALTERNATIVE FOR MEALS, AND WHO ARE ON THE CITY-WIDE WAITING LIST FOR A HOME-DELIVERED MEAL AND ASSESSED AS NEEDING EMERGENCY HOME-DELIVERED MEALS BY THE FUNDING AGENCY'S STAFF. A TOTAL OF 48,497 MEALS WERE SERVED IN FY2015. 8021645 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 1 80 0 0 0 0 0 0 1 1 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X GRACE S LEE 4159201111 1375 FAIRFAX AVENUE SAN FRANCISCO CA 94124 ANDREW FREEMAN BOARD MEMBER 1.00 X 0 0 0 ASHLEY C MCCUMBER CEO & EXECUTIVE DIRECTOR 40.00 X X 190806 0 13350 ATSUKO WATANABE BOARD MEMBER 1.00 X 0 0 0 CHARLES ZUKOW SECRETARY 1.00 X 0 0 0 CHRISTINE LEONG BOARD MEMBER 1.00 X 0 0 0 DEBORAH BALLATI BOARD MEMBER 1.00 X 0 0 0 EDWARD J SUHARSKI BOARD MEMBER 1.00 X 0 0 0 G CRAIG SULLIVAN BOARD MEMBER 1.00 X 0 0 0 HANNAH BLUMENSTIEL BOARD MEMBER 1.00 X 0 0 0 JONATHAN ORBAN BOARD MEMBER 1.00 X 0 0 0 JOSE ALLEN BOARD MEMBER 1.00 X 0 0 0 LESLIE GIBIN PRESIDENT 1.00 X 0 0 0 LOIS CHESS TREASURER 1.00 X 0 0 0 MEREDITH EGGERS BOARD MEMBER 1.00 X 0 0 0 RHONDA J JOHNSON BOARD MEMBER 1.00 X 0 0 0 RUSSELL FLYNN BOARD MEMBER 1.00 X 0 0 0 SALLY BURKE-WINGARD BOARD MEMBER 1.00 X 0 0 0 TERESA CORBIN BOARD MEMBER 1.00 X 0 0 0 GABRIELA F PARCELA BOARD MEMBER 1.00 X 0 0 0 SUSAN SANGIACOMO BOARD MEMBER 1.00 X 0 0 0 BILL LEE CHIEF FINANCIAL OFFICER 40.00 X 15000 0 1863 ANDRE MATSUDA THROUGH 615 DIR. OF FINANCE 40.00 X 110989 0 11114 ANNE QUAINTANCE CHIEF OPERATIONS OFFICER 40.00 X 125115 0 11579 JESSICA SWEEDLER CHIEF DEVELOPMENT OFFICER 40.00 X 141132 0 12026 583042 0 49932 4 0 1 0 VALLEY SERVICES INC PO BOX 5454 JACKSON MS 392885454 MEALS PREPARATION 3862565 HARTMANN 100 W OHIO AVE STE H RICHMOND CA 94804 EVENT SERVICES 208365 TASTE 3450 3RD STREET STE 4D SAN FRANCISCO CA 94124 EVENT SERVICES 119362 3 4436588 3037733 7474321 PROJECT INCOME 624210 231069 231069 231069 80853 80853 52198 51869 329 329 329 2679218 588279 2090939 2090939 CATERING INCOME 624210 111781 111781 MISC REVENUE 624210 105058 105058 216839 10094350 448237 0 2171792 221019 55255 90094 75670 3020936 2474541 145254 401141 1017785 888576 22715 106494 18861 18861 415872 128216 78997 208659 364036 104932 15206 243898 235084 226128 5177 3779 50967 15195 32800 2972 105559 84780 10524 10255 46924 35451 7561 3912 CATERED MEALS/FOOD COST 3814595 3814595 DELIVERY EXPENSES 138846 137938 833 75 CLIENT NEEDS 52897 52680 217 PUBLIC RELATIONS 14307 3358 10549 400 9517688 8021645 438788 1057255 595900 559146 189811 137943 226146 368994 182596 169596 60918 53195 3424302 2508027 964007 916275 1919887 2349934 615152 850098 48651 64683 4803068 5469864 737849 721964 737849 721964 X 3978060 4327639 77159 410261 10000 10000 4065219 4747900 4803068 5469864 X 576662 -27358 133375 2 X X 0 1 X 1 1 1 X 4706446 4981303 5110307 5810980 7474320 28083356 4706446 4981303 5110307 5810980 7474320 28083356 28083356 43103 50854 69538 67789 80853 312137 1213720 1651849 2045676 2336279 2307780 9555304 37950797 1302319 0.74000 0.74180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10000 10000 10000 10000 10000 10000 10000 10000 10000 10000 1.00000 0 0 300000 300000 618103 438676 179427 613941 376696 237245 1892258 1692655 199603 916275 BOND FUNDS 850098 F 850098 X 10200368 -27358 133375 106017 10094351 0 10094351 9517687 0 9517687 0 9517687 PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS CONSIST OF $10,000 IN ENDOWMENT FUNDS FOR THE BENEFIT OF THE ORGANIZATION. ANY INCOME FROM THE FUND IS SPENT EACH YEAR. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE, SECTION 23701D (OR OTHER STATES AND CODE SECTIONS, AS RELEVANT). ACCORDINGLY, IT HAS NOT PROVIDED FOR INCOME TAXES IN THESE FINANCIAL STATEMENTS. EACH YEAR, THE BOARD CONSIDERS WHETHER ANY MATERIAL TAX POSITION THE ORGANIZATION HAS TAKEN IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. THE BOARD BELIEVES THAT ANY POSITIONS THE ORGANIZATION HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND, HENCE, DO NOT NEED TO BE MEASURED OR DISCLOSED IN THESE FINANCIAL STATEMENTS. TAX RETURNS FOR YEARS SUBSEQUENT TO JUNE 30, 2010 ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. X X X X X X X 1 LAUTMAN MASKA NEILL&CO 1730 RHODE ISLAND AVE NW SUITE 301 WASHINGTON DC 200363119 COUNSEL FOR MANAGING DIRECT MAIL FUNDRAISING 0 451092 86810 364282 451092 86810 364282 GALA EVENT 2607237 2607237 43648 145452 412543 EPICURE EVENT 102000 102000 1 108865 108865 2818102 2818102 43648 145452 412543 601643 2216459 1 X X X X 0 0 0 0 0 0 0 0 0 ASHLEY C MCCUMBER CEO & EXECUTIVE DIRECTOR 172569 0 18237 0 0 0 5177 0 8173 0 204156 0 0 0 JESSICA SWEEDLER CHIEF DEVELOPMENT OFFICER 130132 0 11000 0 0 0 3903 0 8123 0 153158 0 0 0 X 10 43502 FMV X VARIOUS AUCTION ITEMS 5 94195 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE REVIEWS AND APPROVES FORM 990 AND PROVIDES COPIES TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEALS ON WHEELS OF SAN FRANCISCO (MOWSF) REPRESENTATIVES HAVE AN OBLIGATION TO AVOID CONFLICTS OF INTEREST OR THE APPEARANCE OF A CONFLICT BETWEEN THEIR PERSONAL INTERESTS AND THOSE OF MOWSF IN DEALING WITH OUTSIDE ENTITIES OR INDIVIDUALS; TO DISCLOSE REAL AND APPARENT CONFLICTS OF INTEREST TO THE EXECUTIVE DIRECTOR AND WHEN INVOLVING BOARD MEMBERS TO THE PRESIDENT OF THE BOARD; TO REFRAIN FROM PARTICIPATION IN ANY DECISIONS ON MATTERS THAT INVOLVE A REAL CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT. THE POLICY MUST BE RATIFIED ANNUALLY BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS. THE CURRENT EXECUTIVE DIRECTOR WAS HIRED IN 2007 AND A COMPLETE SURVEY OF COMPENSATION/BENEFITS WAS COMPLETED BY THE SEARCH FIRM THAT CONDUCTED THE SEARCH. BASED ON THEIR PROFESSIONAL REVIEW AND RECOMMENDATION, THE BOARD DETERMINED THE COMPENSATION OF THE EXECUTIVE DIRECTOR TO REFLECT BEST PRACTICES IN THE FIELD. THE COMPENSATION WAS REFLECTIVE OF MOWSF COMPENSATION HISTORY. THE EXECUTIVE DIRECTOR IS EVALUATED BY THE BOARD AND RECEIVES THE SAME CONSIDERATION FOR COMPENSATION THAT ALL MOWSF EMPLOYEES RECEIVE. PERIODICALLY, MOWSF CONDUCTS A SALARY REVIEW OF ALL CLASSIFICATIONS OF EMPLOYEES BASED ON A COMPARISON OF JOB FUNCTIONS AND REVIEW OF AT LEAST FIVE SIMILAR NON-PROFIT ORGANIZATIONS IN SAN FRANCISCO. IN ADDITION, MOWSF COMPARES ITS COMPENSATION AND BENEFITS POLICIES TO COMPARABLE POSITIONS FOR CITY & COUNTY OF SAN FRANCISCO DEPARTMENTS--SPECIFICALLY THE HUMAN SERVICES AGENCY/DEPARTMENT OF AGING AND ADULT SERVICES. IF IT IS DETERMINED THAT MOWSF COMPENSATION/BENEFIT PACKAGES ARE NOT COMPETITIVE, THE ORGANIZATION HAS AND MAY MAKE ONE-TIME ADJUSTMENTS TO BRING THE AGENCY'S COMPENSATION/BENEFITS INTO ALIGNMENT. ALL EMPLOYEEES RECEIVE AN ANNUAL PERFORMANCE EVALUATION AND, WHEN POSSIBLE, RECEIVE MERIT-PAY OR COST-OF-LIVING ADJUSTMENTS DETERMINED BY THE BOARD OF DIRECTORS AS PART OF THE ORGANIZATION'S ANNUAL BUDGET PROCESS. MOWSF DOES NOT DISCRIMINATE IN GIVING UNIQUE COMPENSATION FOR ANY CLASSIFICATION OF EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE GOVERNMENT DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING 2. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGES ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.