2013-11-15T12:24:08-06:00 2013-06-30 264677183 DZH PHILLIPS LLP 135 MAIN STREET 9TH FLOOR SAN FRANCISCO CA 941051815 990 2012-07-01 941741155 MEALS ON WHEELS OF SAN FRANCISCO INC MEAL 4159201111 1375 FAIRFAX AVENUE SAN FRANCISCO CA 94124 ASHLEY MCCUMBER 4159201111 2013-11-12 1 JANET HOLLAND P00176450 4157812500 X 2012 2015-11-30 17:44:51Z ASHLEY C MCCUMBER 1375 FAIRFAX AVENUE SAN FRANCISCO CA 94124 8093081 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 19 19 66 3500 0 0 4981303 5110307 257776 279145 50854 89593 1726431 2045676 7016364 7524721 0 0 0 0 3183638 3553098 0 0 988335 3837713 4367849 7021351 7920947 -4987 -396226 4485534 4407116 804472 826549 3681062 3580567 TO PROVIDE ISOLATED HOMEBOUND SENIORS IN SAN FRANCISCO WITH NUTRITIOUS MEALS, DAILY HUMAN CONTACT, AND SUPPORTIVE SERVICES TO PREVENT THEIR PREMATURE INSTITUTIONALIZATION 0 0 6651986 319020 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. 59169 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. 6711155 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 15 0 1 66 1 0 0 0 0 0 1 1 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 CA X X ANDRE MATSUDA 4159201111 1375 FAIRFAX AVENUE SAN FRANCISCO CA 94124 ANDREW FREEMAN 1.00 X 0 0 0 ASHLEY C MCCUMBER 40.00 X X 175188 0 11516 ATSUKO WATANABE 1.00 X 0 0 0 CHARLES ZUKOW 1.00 X 0 0 0 CHRISTINE LEONG 1.00 X 0 0 0 DEBORAH BALLATI 1.00 X 0 0 0 EDWARD J SUHARSKI 1.00 X 0 0 0 G CRAIG SULLIVAN 1.00 X 0 0 0 HANNAH BLUMENSTIEL 1.00 X 0 0 0 JONATHAN ORBAN 1.00 X 0 0 0 JOSE ALLEN 1.00 X 0 0 0 LESLIE GIBIN 1.00 X 0 0 0 LOIS CHESS 1.00 X 0 0 0 MEREDITH EGGERS 1.00 X 0 0 0 RHONDA J JOHNSON 1.00 X 0 0 0 RUSSELL FLYNN 1.00 X 0 0 0 SALLY BURKE-WINGARD 1.00 X 0 0 0 TERESA CORBIN 1.00 X 0 0 0 GABRIELA F PARCELA 1.00 X 0 0 0 SUSAN SANGIACOMO 1.00 X 0 0 0 175188 0 11516 3 0 1 0 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 2 3040644 2069663 448257 5110307 PROJECT INCOME 624210 279145 279145 279145 69538 69538 174498 154443 20055 20055 20055 2439773 413917 2025856 2025856 MISC REVENUE 624210 18848 18848 CATERING INCOME 624210 972 972 19820 7524721 319020 0 2095394 509167 187989 111601 209577 2211788 1954321 257467 832143 686214 41958 103971 17812 17812 331323 187136 4753 139434 381214 96201 23839 261174 146603 139768 6395 440 29385 22760 4572 2053 177621 162228 6497 8896 52530 43287 3920 5323 CATERED MEALS/FOOD COST 2991024 2991024 DELIVERY EXPENSES 138008 137898 110 CLIENT NEEDS 92527 92527 PUBLIC RELATIONS 9802 9802 7920947 6711155 221457 988335 611321 360329 219944 176984 131478 163873 5362 190097 52186 52217 3270049 2353152 1078310 916897 1715093 1929721 671840 616998 4485534 4407116 744051 826549 60421 0 804472 826549 X 3651062 3513766 20000 56801 10000 10000 3681062 3580567 4485534 4407116 -396226 295731 0 X X 0 1 X 1 1 1 X 4429637 4329069 4706446 4981303 5110307 23556762 4429637 4329069 4706446 4981303 5110307 23556762 23556762 68677 34987 43103 50854 69538 267159 950922 1165304 1213720 1651849 2045676 7027471 30851392 1514558 0.76360 0.78940 X 10000 10000 10000 10000 10000 10000 10000 10000 0 0 300000 300000 618103 397469 220634 596966 331421 265545 1754980 1624262 130718 916897 BOND FUNDS 616998 F 616998 X 8296654 295731 476202 771933 7524721 0 7524721 8397149 476202 476202 7920947 0 7920947 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. 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 352511 67396 285115 352511 67396 285115 GALA EVENT 2174612 2174612 37158 91009 500 285250 EPICURE EVENT 108944 108944 1 156217 156217 2439773 2439773 37158 91009 500 285250 413917 2025856 1 X X X X 0 0 0 0 0 0 0 0 0 ASHLEY C MCCUMBER 157439 0 17749 0 0 0 0 0 11516 0 186704 0 0 0 CHARLES ZUKOW BOARD MEMBER 17443 PUBLIC RELATIONS SERVICES 0 X 4 18420 FMV X VARIOUS AUCTION ITEMS 205 429837 FMV 0 0 0 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.