MEALS ON WHEELS OF SAN FRANCISCO INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MEALS ON WHEELS OF SAN FRANCISCO INC (EIN 94-1741155)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-15
- IRS object ID
- 201343199349305714
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T12:24:08-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264677183 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DZH PHILLIPS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET 9TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941051815 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941741155 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEALS ON WHEELS OF SAN FRANCISCO INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MEAL | NameControl |
| Phone | 4159201111 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 FAIRFAX AVENUE | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94124 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ASHLEY MCCUMBER | Name |
| Title | CEO & EXECUTIVE DIRECTOR | Title |
| Phone | 4159201111 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANET HOLLAND | Name |
| PTIN | P00176450 | PTIN |
| Phone | 4157812500 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ASHLEY C MCCUMBER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 FAIRFAX AVENUE | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94124 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8093081 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MOWSF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1970 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE ISOLATED HOMEBOUND SENIORS IN SAN FRANCISCO WITH NUTRITIOUS MEALS, DAILY HUMAN CONTACT, AND SUPPORTIVE SERVICES TO PREVENT THEIR PREMATURE INSTITUTIONALIZATION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 66 | TotalNbrEmployees |
| Total Nbr Volunteers | 3500 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4981303 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5110307 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 257776 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 279145 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 50854 | InvestmentIncomePriorYear |
| Investment Income Current Year | 89593 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1726431 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2045676 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7016364 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7524721 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3183638 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3553098 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 988335 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3837713 | OtherExpensePriorYear |
| Other Expenses Current Year | 4367849 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7021351 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7920947 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4987 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -396226 | RevenuesLessExpensesCY |
| Total Assets BOY | 4485534 | TotalAssetsBOY |
| Total Assets EOY | 4407116 | TotalAssetsEOY |
| Total Liabilities BOY | 804472 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 826549 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3681062 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3580567 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE ISOLATED HOMEBOUND SENIORS IN SAN FRANCISCO WITH NUTRITIOUS MEALS, DAILY HUMAN CONTACT, AND SUPPORTIVE SERVICES TO PREVENT THEIR PREMATURE INSTITUTIONALIZATION | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6651986 | Expense |
| Revenue | 319020 | Revenue |
| Description | 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 1,169,436 MEALS WERE SERVED IN FY2013. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 59169 | Expense |
| Description | YOUNG ADULTS WITH DISABILITIES: THIS PROGRAM ENABLES YOUNGER PERSONS WITH DISABILITIES LIVING IN SAN FRANCISCO TO LIVE INDEPENDENTLY BY PROMOTING BETTER HEALTH THROUGH IMPROVED NUTRITION AND REDUCED ISOLATION THROUGH ACCISSIBLE AND APPROPRIATE MEALS' SERVICES. A TOTAL OF 23,129 MEALS WERE SERVED IN FY2013. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 6711155 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 15 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 66 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDRE MATSUDA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4159201111 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 FAIRFAX AVENUE | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94124 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| ANDREW FREEMAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ASHLEY C MCCUMBER | ||||||
| CEO & EXECUTIVE DIRECTOR | 40.00 | X | 175188 | 0 | 11516 | X |
| 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 175188 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 11516 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| VALLEY SERVICES INC | |||||
| PO BOX 5454 | JACKSON | MS | 392885454 | MEALS PREPARATION | 3252942 |
| HARTMANN | |||||
| 100 W OHIO AVE STE H | RICHMOND | CA | 94804 | EVENT SERVICES | 178333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Government Grants | 3040644 | GovernmentGrants |
| All Other Contributions | 2069663 | AllOtherContributions |
| Noncash Contributions | 448257 | NoncashContributions |
| Total Contributions | 5110307 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROJECT INCOME | Description |
| Business Code | 624210 | BusinessCode |
| Total Revenue Column | 279145 | TotalRevenueColumn |
| Related Or Exempt Function Income | 279145 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 279145 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 69538 | TotalRevenueColumn |
| Exclusion | $69,538 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 174498 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 154443 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20055 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20055 | TotalRevenueColumn |
| Related Or Exempt Function Income | 20055 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 2439773 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 413917 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2025856 | TotalRevenueColumn |
| Exclusion | $2,025,856 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISC REVENUE | 624210 | 18848 | 18848 |
| CATERING INCOME | 624210 | 972 | 972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 19820 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7524721 | TotalRevenueColumn |
| Related Or Exempt Function Income | 319020 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,095,394 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 509167 | Total |
| Program Services | 187989 | ProgramServices |
| Management And General | 111601 | ManagementAndGeneral |
| Fundraising | 209577 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2211788 | Total |
| Program Services | 1954321 | ProgramServices |
| Fundraising | 257467 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 832143 | Total |
| Program Services | 686214 | ProgramServices |
| Management And General | 41958 | ManagementAndGeneral |
| Fundraising | 103971 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17812 | Total |
| Management And General | 17812 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 331323 | Total |
| Program Services | 187136 | ProgramServices |
| Management And General | 4753 | ManagementAndGeneral |
| Fundraising | 139434 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 381214 | Total |
| Program Services | 96201 | ProgramServices |
| Management And General | 23839 | ManagementAndGeneral |
| Fundraising | 261174 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146603 | Total |
| Program Services | 139768 | ProgramServices |
| Management And General | 6395 | ManagementAndGeneral |
| Fundraising | 440 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29385 | Total |
| Program Services | 22760 | ProgramServices |
| Management And General | 4572 | ManagementAndGeneral |
| Fundraising | 2053 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177621 | Total |
| Program Services | 162228 | ProgramServices |
| Management And General | 6497 | ManagementAndGeneral |
| Fundraising | 8896 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52530 | Total |
| Program Services | 43287 | ProgramServices |
| Management And General | 3920 | ManagementAndGeneral |
| Fundraising | 5323 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CATERED MEALS/FOOD COST | 2991024 | 2991024 | |
| DELIVERY EXPENSES | 138008 | 137898 | 110 |
| CLIENT NEEDS | 92527 | 92527 | |
| PUBLIC RELATIONS | 9802 | 9802 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7920947 | Total |
| Program Services | 6711155 | ProgramServices |
| Management And General | 221457 | ManagementAndGeneral |
| Fundraising | 988335 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 611321 | BOY |
| EOY | 360329 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219944 | BOY |
| EOY | 176984 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131478 | BOY |
| EOY | 163873 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5362 | BOY |
| EOY | 190097 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52186 | BOY |
| EOY | 52217 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3270049 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2353152 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1078310 | BOY |
| EOY | 916897 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1715093 | BOY |
| EOY | 1929721 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 671840 | BOY |
| EOY | 616998 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4485534 | BOY |
| EOY | 4407116 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 744051 | BOY |
| EOY | 826549 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60421 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 804472 | BOY |
| EOY | 826549 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3651062 | BOY |
| EOY | 3513766 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20000 | BOY |
| EOY | 56801 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10000 | BOY |
| EOY | 10000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3681062 | BOY |
| EOY | 3580567 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4485534 | BOY |
| EOY | 4407116 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -396226 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 295731 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4429637 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4329069 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4706446 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4981303 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5110307 | CurrentTaxYear |
| Total | 23556762 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4429637 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4329069 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4706446 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4981303 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5110307 | CurrentTaxYear |
| Total | 23556762 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 23556762 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 68677 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34987 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 43103 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 50854 | CurrentTaxYearMinus1Year |
| Current Tax Year | 69538 | CurrentTaxYear |
| Total | 267159 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 950922 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1165304 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1213720 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1651849 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2045676 | CurrentTaxYear |
| Total | 7027471 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 30851392 | TotalSupport |
| Gross Receipts From Admissions Etc | 1514558 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.76360 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.78940 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10000 | BeginningOfYearBalance |
| End Of Year Balance | 10000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10000 | BeginningOfYearBalance |
| End Of Year Balance | 10000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10000 | BeginningOfYearBalance |
| End Of Year Balance | 10000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10000 | BeginningOfYearBalance |
| End Of Year Balance | 10000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 300000 | OtherCostOrOtherBasis |
| Book Value | 300000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 618103 | OtherCostOrOtherBasis |
| Depreciation | 397469 | Depreciation |
| Book Value | 220634 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 596966 | OtherCostOrOtherBasis |
| Depreciation | 331421 | Depreciation |
| Book Value | 265545 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1754980 | OtherCostOrOtherBasis |
| Depreciation | 1624262 | Depreciation |
| Book Value | 130718 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 916897 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOND FUNDS | Description |
| Book Value | 616998 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 616998 | TotalOfBookValueSecurities |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 8296654 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 295731 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 476202 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 771933 | RevenueNotRptdF990 |
| Revenue Subtotal | 7524721 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7524721 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8397149 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 476202 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 476202 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7920947 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7920947 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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, 2009 ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAUTMAN MASKA NEILL&CO | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1730 RHODE ISLAND AVE NW SUITE 301 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200363119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | COUNSEL FOR MANAGING DIRECT MAIL FUNDRAISING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 352511 | GrossReceipts |
| Amount Retained By Contractor | 67396 | AmountRetainedByContractor |
| Net To Organization | 285115 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 352511 | TotalGrossReceipts |
| Total Retained By Contractors | 67396 | TotalRetainedByContractors |
| Total Net To Organization | 285115 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 2174612 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 2174612 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 37158 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 91009 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 285250 | OtherDirectExpensesEvent1 |
| Name Of Event2 | EPICURE EVENT | NameOfEvent2 |
| Gross Receipts Event2 | 108944 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 108944 | GrossRevenueEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 156217 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 156217 | GrossRevenueOtherEvents |
| Gross Receipts Total | 2439773 | GrossReceiptsTotal |
| Gross Revenue Total Events | 2439773 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 37158 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 91009 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 500 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 285250 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 413917 | DirectExpenseSummaryEvents |
| Net Income Summary | 2025856 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ASHLEY C MCCUMBER | NamePerson |
| Title | CEO & EXECUTIVE DIRECTOR | Title |
| Base Compensation Filing Org | 157439 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 17749 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 11516 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 186704 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CHARLES ZUKOW | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER | Relationship |
| Amount Of Transaction | 17443 | AmountOfTransaction |
| Description Of Transaction | PUBLIC RELATIONS SERVICES | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 18420 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | VARIOUS AUCTION ITEMS | Description |
| Number Of Contributions | 205 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 429837 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | TAX RETURNS ARE SUBMITTED TO THE EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE FOR REVIEW BEFORE THEY ARE FILED WITH 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 DISCLOSURE NEED NOT BE SIGNED BY THE ORGANIZATION REPRESENTATIVES. HOWEVER, 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 XII, LINE 2C: | THE ORGANIZATION DID NOT CHANGES ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. |