2023-10-03T09:56:58-05:00 2022-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990 2022-01-01 050340723 MEALS ON WHEELS OF RI INC MEAL 4013516700 70 BATH STREET PROVIDENCE RI 02908 MEGHAN GRADY EXECUTIVE DIRECTOR 4013516700 2023-09-28 1 MEGHAN GRADY 999009999 0 MICHAEL E CRISCIONE P01456801 4014214800 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MEGHAN GRADY 70 BATH STREET PROVIDENCE RI 02908 9744576 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 3,300 SENIORS AND OTHERS LIVING WITH DISABILITIES BENEFITTED FROM OUR PROGRAMS DURING THE YEAR. 17 17 46 481 0 0 3689792 4056368 422876 508748 205152 56376 193821 191320 4511641 4812812 0 0 0 0 950050 1136705 0 0 241039 2312082 2583911 3262132 3720616 1249509 1092196 7282572 7900680 98958 210976 7183614 7689704 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 3,300 SENIORS AND OTHERS LIVING WITH DISABILITIES BENEFITTED FROM OUR PROGRAMS DURING THE YEAR. 1 0 2643331 499733 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 2022, THIS PROGRAM DELIVERED 355,538 MEALS. 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. 144017 9015 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 HEALTHY AGING HAS DIVIDED THE STATE INTO FIVE REGIONS FOR CONGREGATE MEALS; THE CAPITAL CITY CAFE PROGRAM IS THE DESIGNATED PROVIDER FOR CONGREGATE MEAL SITES IN PROVIDENCE, INCLUDING A MONTHLY LGBTQIA+ DINING SITE. ADDITIONALLY, THE PROGRAM MANAGES THE SENIOR RESTAURANT (VOUCHER) PROGRAM. IN 2022, THESE PROGRAMS PROVIDED 18,584 MEALS. 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 2022, THERE WERE EIGHT 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. 61547 OPERATING IN ACCORDANCE WITH ITS 2025 STRATEGIC PLAN, MOWRI ENGAGED IN PILOT PROJECTS TO INNOVATE AND SCALE ITS MODEL. THE ORGANIZATION WAS AWARDED AN AMERICORPS SENIOR DEMONSTRATION GRANT TO ENHANCE THE VOLUNTEER EXPERIENCE, CONTRACTED WITH A HEALTH PLAN TO DELIVER SHELF-STABLE FOOD BAGS, AND WITH A LOCAL HOSPITAL TO DELIVER MEALS TO PREGNANT WOMEN AND THEIR FAMILES. 2848895 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 46 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 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 COREY MCCARTY CHAIR 4.00 X X 0 0 0 MEGAN HERNE VICE CHAIR 4.00 X X 0 0 0 JACLYN COTTER SECRETARY 4.00 X X 0 0 0 CHRISTINA PITNEY TREASURER 4.00 X X 0 0 0 KEVIN MILLONZI BOARD MEMBER 2.00 X 0 0 0 JOE ROTELLA BOARD MEMBER 2.00 X 0 0 0 KRISTIN MATSKO ESQ BOARD MEMBER 2.00 X 0 0 0 LAUREN AMARAL BOARD MEMBER 2.00 X 0 0 0 JAMES JOLY BOARD MEMBER 2.00 X 0 0 0 HELEN MACDONALD BOARD MEMBER 2.00 X 0 0 0 STEPHANIE MCCAFFREY BOARD MEMBER 2.00 X 0 0 0 DR MARYLOU BUYSE BOARD MEMBER 2.00 X 0 0 0 ELIZABETH PHILLIPS ESQ BOARD MEMBER 2.00 X 0 0 0 JOCELYN NACCI BOARD MEMBER 2.00 X 0 0 0 TED FISHER BOARD MEMBER 2.00 X 0 0 0 PHANIDA PHIVILAY 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 130327 0 5896 KEREN DELA CRUZ DIRECTOR OF FINANCE 40.00 X 43813 0 0 174140 0 5896 1 0 0 0 TRIO COMMUNITY MEALS 100 VALLEY DR SUITE 200 PEARL MS 39208 PRIMARY CATERER FOR THE HOME DELIVERED M 1623093 1 2891204 1165164 4056368 HOME DELIVERED PROGRAM REVENUE 624200 499733 499733 CONGREGATE REVENUE 624200 9015 9015 508748 92074 92074 4853004 4888702 -35698 -35698 -35698 227199 43062 184137 184137 MISCELLANEOUS INCOME 624200 7183 7183 7183 4812812 508748 0 247696 180036 108418 53331 18287 795099 478807 235533 80759 10849 6533 3214 1102 80590 48531 23873 8186 70131 42233 20775 7123 13272 13272 100713 27000 73713 103880 28845 41850 33185 118426 56797 39920 21709 77755 21591 31325 24839 96817 58304 28679 9834 39884 11075 16068 12741 84507 64729 19778 62581 17377 25212 19992 MEAL COST 1875804 1875804 PROFESSIONAL DEVELOPMEN 5794 1608 2335 1851 BAD DEBT 4478 1243 1804 1431 3720616 2848895 630682 241039 539558 1626963 7974 4876 907968 766174 82495 3686 3559 4108 1262297 652165 562636 610132 4407578 4229977 770804 654764 7282572 7900680 98958 210976 98958 210976 X 6306762 6884940 876852 804764 7183614 7689704 7282572 7900680 X 1092196 -470066 -116040 X X 0 1 X 1 1 1 X 2252925 2466283 6727316 3689792 4056368 19192684 2252925 2466283 6727316 3689792 4056368 19192684 19192684 22986 23985 22334 43735 92074 205114 91983 174438 225724 180921 184137 857203 20255001 0.94760 0.95480 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: PRIMARILY FUNDRAISING INCOME - 2018 AMOUNT: $ 91,983. 2019 AMOUNT: $ 174,438. 2020 AMOUNT: $ 225,724. 2021 AMOUNT: $ 180,921. 2022 AMOUNT: $ 184,137. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50000 50000 597272 307872 289400 615025 344293 270732 610132 BENEFICIAL INTEREST IN PERPETUAL TRUST 654764 654764 X 4213434 -470066 -116040 -586106 4799540 13272 13272 4812812 3707344 0 3707344 13272 13272 3720616 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 ACCOUNTING STANDARDS CODIFICATION ("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. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCREASE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -116,040. SIGNATURE EVENTS 119098 119098 41720 MARCH FOR MEALS 108101 108101 1342 227199 227199 43062 43062 184137 FORM 990, PART III, LINE 2 OPERATING IN ACCORDANCE WITH ITS 2025 STRATEGIC PLAN, THE ORGANIZATION ENGAGED IN PILOT PROJECTS TO INNOVATE AND SCALE ITS MODEL. THE ORGANIZATION WAS AWARDED AN AMERICORPS SENIOR DEMONSTRATION GRANT TO ENHANCE THE VOLUNTEER EXPERIENCE, CONTRACTED WITH A HEALTH PLAN TO DELIVER SHELF-STABLE FOOD BAGS, AND WITH A LOCAL HOSPITAL TO DELIVER MEALS TO PREGNANT WOMEN AND THEIR FAMILES. 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 KEY EMPLOYEES 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 -116,040.