2023-10-10T14:54:17-05:00 2022-12-31 580692043 MAULDIN & JENKINS LLC 1401 MANATEE AVE W STE 1200 BRADENTON FL 34205 990 2022-01-01 591420986 MEALS ON WHEELS PLUS OF MANATEE INC MEAL 9417474655 811 23RD AVENUE EAST BRADENTON FL 34208 MARIBETH PHILLIPS CEO 9417474655 2023-09-27 1 MARIBETH PHILLIPS 999009999 1 BRIAN CARTER P00536712 9417474483 2023-09-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARIBETH PHILLIPS 811 23RD AVENUE EAST BRADENTON FL 34208 11582031 0 X WWW.MEALSONWHEELSPLUS.ORG X 1972 FL THE MISSION OF MEALS ON WHEELS PLUS OF MANATEE, INC. IS TO ASSIST INDIVIDUALS TO LIVE INDEPENDENTLY BY PROVIDING NUTRITION AND CARING SUPPORTIVE SERVICES. 12 12 79 591 0 0 14515685 10689489 225978 256855 632159 1605 159636 308772 15533458 11256721 0 0 0 0 2330187 2808448 0 0 381701 8105534 7789541 10435721 10597989 5097737 658732 12489866 12577002 621807 631550 11868059 11945452 X THE MISSION OF MEALS ON WHEELS PLUS OF MANATEE, INC. IS TO ASSIST INDIVIDUALS TO LIVE INDEPENDENTLY BY PROVIDING NUTRITION AND CARING SUPPORTIVE SERVICES. 0 0 6052007 161819 THE FOOD BANK OF MANATEETHE FOOD BANK OF MANATEE IS LARGEST HUNGER RELIEF ORGANIZATION BASED IN MANATEE COUNTY, DISTRIBUTING FOOD TO OVER 80 LOCAL PARTNER AGENCIES, INCLUDING FOOD PANTRIES, SOUP KITCHENS, AND SOCIAL SERVICE ORGANIZATIONS. IN 2022, 3.4 MILLION POUNDS OF FOOD WERE DISTRIBUTED TO AGENCIES SERVING CHILDREN, FAMILIES AND SENIORS IN NEED. IN RESPONSE TO INCREASED HUNGER RELIEF NEEDS STEMMING FROM THE CORONAVIRUS PANDEMIC, THE ORGANIZATION DEVELOPED THE FOOD 4 FAMILIES PROGRAM, ISSUING WEEKLY DIRECT DISTRIBUTIONS OF FOOD TO FAMILIES IN NEED THROUGHOUT MANATEE COUNTY IN 2020 AND 2021. THE PROGRAM CONTINUED DURING THE SUMMER AND HOLIDAY MONTHS OF 2022, ISSUING NEARLY 145,000 MEALS TO FAMILIES IN NEED. THE FOOD BANK ALSO ISSUED OVER 1,600 EMERGENCY BASKETS TO FAMILIES AND BABIES IN CRISIS. 2479720 66782 THE HOME DELIVERED MEALS (HDM) PROGRAM / FRIENDSHIP DINING PROGRAM MEALS ON WHEELS PLUS' HDM PROGRAM HAS BEEN PROVIDING HEART HEALTHY MEALS TO ELDERLY INDIVIDUALS FOR 50 YEARS. MEALS ON WHEELS PLUS HAS DELIVERED OVER 11 MILLION MEALS SINCE 1972. DURING 2022, OVER 306,000 MEALS WERE PREPARED FOR OVER 1,000 LOCAL HOMEBOUND SENIORS. ENROLLMENT IS OPEN TO ALL MANATEE COUNTY RESIDENTS AGE 60 PLUS REGARDLESS OF GENDER, RACE, OR RELIGION. MEALS ARE DELIVERED ON A WEEKLY BASIS BY TRAINED, CARING VOLUNTEERS BETWEEN THE HOURS OF 10:00 AM AND 2:00 PM. WEEKLY VISITS ARE SUPPLEMENTED BY PERIODIC TELEPHONE REASSURANCE CALLS AS A "CHECK IN" TO CURB LONLINESS AND ENHANCE THE WELL-BEING OF THE CLIENTS WE SERVE. GROUP "FRIENDSHIP DINING" CENTERS ARE ALSO AVAILABLE, OFFERING COMPANIONSHIP, ACTIVITIES AND SOCIALIZATION ALONG WITH A HOT NUTRITIOUS MEAL. 662678 17980 ADULT DAY CENTER DAYBREAK ADULT DAY CENTER (ADC) PROVIDES DAYTIME CARE MONDAY THROUGH FRIDAY FOR FRAIL, ELDERLY ADULTS. MANY TIMES THESE INDIVIDUALS LIVE AT HOME WITH A LOVED ONE AND CANNOT BE LEFT ALONE WHILE THEIR CAREGIVER WORKS OR ATTENDS TO HOUSEHOLD NEEDS. THE CENTER OFFERS A SAFE, SECURE ENVIRONMENT WITH RECREATIONAL AND THERAPEUTIC ACTIVITIES DESIGNED TO MEET THE NEEDS OF CLIENTS. QUALITY, TRAINED STAFF PROVIDE PEACE OF MIND AND RESPITE FOR FAMILIES AND CAREGIVERS. CLIENTS ENJOY A STIMULATING AND NURTURING ENVIRONMENT, PARTICIPATING IN SOCIAL, MENTAL AND LIGHT PHYSICAL ACTIVITIES AND A HEALTHY MEAL. DAYBREAK IS THE ONLY LICENSED ADULT DAY CARE CENTER IN MANATEE COUNTY. ADULT DAY CARE SERVICES WERE SUSPENDED IN MARCH 2020, FOLLOWING CDC GUIDELINES AND TO ENSURE THE SAFETY AND HEALTH OF OUR CLIENTS. HOWEVER, THE CENTER REOPENED IN DECEMBER 2021 TO CONTINUE SERVING SENIORS IN NEED THROUGHOUT MANATEE COUNTY. WE ARE LICENSED FOR 100 CLIENTS. IN 2022, WE SERVED 81 CLIENTS. 466289 10274 TRANSPORTATION: THE TRANSPORTATION PROGRAM SERVES CLIENTS OF DAYBREAK ADULT DAY CARE IN MANATEE COUNTY, PROVIDING APPROXIMATELY 30 CLIENTS WITH OVER 6,000 RIDES THROUGHOUT THE COUNTY AND MAINTAINING ALL 8 VEHICLES. THE TRANSPORTATION FLEET CONSISTS OF COMFORTABLE, STATE OF THE ART HANDICAP ACCESSIBLE BUSES, ALL SECURED THROUGH GRANTS. TRANSPORTAITION SERVICES WERE SUSPENDED IN MARCH 2020, FOLLOWING CDC GUIDELINES AND TO ENSURE THE SAFETY AND HEALTH OF OUR CLIENTS. HOWEVER, THE TRANSPORTATION SERVICES PROGRAM REOPENED IN DECEMBER 2021 AS A COMPANION SERVICE, SUPPORTING MEALS ON WHEELS PLUS' ADULT DAY CARE PROGRAM. OTHER PROGRAMS AND SERVICES: NUTRITION COUNSELING IS OFFERED AS A ONE ON ONE OPPORTUNITY FOR A CLIENT TO DISCUSS FOOD CONCERNS, ALLERGIES, AND OTHER NUTRITIONAL CONCERNS WITH A LICENSED DIETICIAN IN ORDER TO REDUCE CONCERNS OR HEALTH RISKS. THE OUTREACH PROGRAM ALLOWS FOR DISTRIBUTION AND SHARING OF INFORMATION ABOUT ALL AVAILABLE SERVICES IN THE COMMUNITY, SPECIFICALLY TARGETING LOW INCOME AND LIMITED ENGLISH SPEAKING AND RURAL AREAS OF MANATEE COUNTY. 466289 10274 9660694 1 1 0 0 0 0 0 0 0 1 1 0 0 0 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 2 0 79 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X X DANA MAASSEN 9417474655 811 23RD AVENUE EAST BRADENTON FL 34208 JACKIE BARON CHAIR 2.00 X X 0 0 0 ANDY GUZ VICE CHAIR 1.00 X X 0 0 0 JAIME DIDOMENICO TREASURER 2.00 X X 0 0 0 SUSAN KRAMER SECRETARY 1.00 X X 0 0 0 LISA BARNOTT BOARD MEMBER 1.00 X 0 0 0 STEVE BAYARD BOARD MEMBER 1.00 X 0 0 0 CHRISTI BOCK BOARD MEMBER 1.00 X 0 0 0 JOSEPH DUNN BOARD MEMBER 1.00 X 0 0 0 MARK GOODSON BOARD MEMBER 1.00 X 0 0 0 NATALEE HERRIG BOARD MEMBER 1.00 X 0 0 0 MARK MESSNER BOARD MEMBER 1.00 X 0 0 0 CARL REYNOLDS BOARD MEMBER 1.00 X 0 0 0 MARIBETH PHILLIPS CEO 40.00 X 166974 0 16192 WILLIAM M GRENIER VP, FINANCE 40.00 X 124428 0 11650 TIMOTHY SCHAEFER CFO 40.00 X 53450 0 5250 AMY TOWERY VP, MARKETING & DEVELOPMEN 40.00 X 113208 0 11290 458060 0 44382 3 0 1 0 METZ CULINARY MANAGEMENT 8274 BLAIKIE CT SARASOTA FL 34240 MEAL PREPARATION 1349118 MANASOTA COMMERCIAL CONSTRUCTION CO 1310 4TH AVE WEST BRADENTON FL 34205 GENERAL BUILDING CONTRACTOR 178253 2 2841201 7848288 4951328 10689489 PROJECT INCOME 624200 247566 247566 MEALS SOLD 624210 9180 9180 MEMBERSHIP & OTHER INCOME 624200 109 109 256855 101498 101498 126154 40778 252308 14517 -126154 26261 -99893 -99893 367257 58485 308772 308772 11256721 256855 0 310377 377944 227823 92672 57449 1998857 1691768 119221 187868 4797 2061 1296 1440 174447 154556 7879 12012 252403 187394 47992 17017 3 3 24000 18000 3600 2400 35588 35588 158363 88526 37401 32436 9454 2130 1137 6187 107226 85642 12504 9080 251147 216213 32866 2068 13711 9426 3826 459 39481 17229 8656 13596 301171 194043 105592 1536 119055 106934 12121 FOOD AND FOOD SUPPLIES 6135971 6135971 GRANT EXPENSES 447975 447975 OTHER 88773 36515 24155 28103 COMMUNICATIONS & POSTAG 57623 38485 9088 10050 10597989 9660694 555594 381701 1277721 813189 1291338 275000 1257301 437277 296991 468934 25567 52932 5846518 1913518 3629623 3933000 4346456 6277282 364869 319388 12489866 12577002 217328 240522 404479 391028 621807 631550 X 11559392 11821509 308667 123943 11868059 11945452 12489866 12577002 658732 -581339 0 X X 0 1 X 1 1 1 X 8526737 6904515 12499479 14515685 11056746 53503162 8526737 6904515 12499479 14515685 11056746 53503162 2922768 50580394 119216 99517 57181 223729 101498 601141 -19341 -28799 -55174 -139374 0 -242688 53861615 3901725 0.93910 0.93790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 364869 12000 -55580 1901 319388 300911 19000 46889 1931 364869 270193 32299 1581 300911 215835 12500 43346 1488 270193 110800 120000 -13833 903 229 215835 0.61194 0.24664 0.14142 1 0 583123 583123 3672570 842752 2829818 659899 424795 235104 930926 645971 284955 3933000 X 10849339 -581339 151060 58485 -371794 11221133 35588 35588 11256721 10771946 151060 58485 209545 10562401 35588 35588 10597989 PART V, LINE 4: EARNINGS TO BE USED TO SUPPORT THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A CHARITABLE ORGANIZATION AS DEFINED BY INTERNAL REVENUE CODE SECTION 501(C)(3) AND, ACCORDINGLY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(A). IT IS THE ORGANIZATION'S POLICY TO ACCOUNT FOR ANY UNCERTAINTIES IN INCOME TAX LAW IN ACCORDANCE WITH FASB ASC 740-10 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. ASC 740-10 CLARIFIES THE ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS AND REQUIRES THAT THE ORGANIZATION RECOGNIZE THE IMPACT OF SUCH A TAX POSITION IN ITS FINANCIAL STATEMENTS IF, UPON SETTLEMENT, THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS MAINTAINED ITS TAX EXEMPT STATUS AND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. AS A RESULT, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 58,485. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 58,485. GALA 163075 163075 42898 EMPTY BOWLS LUNCHEON 29908 29908 8305 3 174274 174274 7282 367257 367257 58485 58485 308772 X X 0 0 0 0 0 0 0 0 0 MARIBETH PHILLIPS CEO 151974 0 15000 0 0 0 9700 0 6492 0 183166 0 0 0 PART I, LINE 3 THE BOARD APPROVES COMPENSATION PAID ON AN ANNUAL BASIS FOR AMOUNTS PAID TO EXECUTIVE MANAGEMENT. IN ESTABLISHING THE COMPARABILITY OF SALARIES FOR VARIOUS JOB FUNCTIONS WITHIN THE SARASOTA/BRADENTON AREA, THE BOARD HAS HISTORICALLY UTILIZED THE NON-PROFIT COMPENSATION & BENEFITS REPORT WHICH IS COMPILED AND PUBLISHED BY THE COMMUNITY FOUNDATION OF SARASOTA. EXECUTIVE MANAGEMENT SALARIES ARE SHARED ACROSS NUMEROUS PROGRAMS. SALARIES ARE AT OR BELOW THE AVERAGE OF ALL NON-PROFITS OF SIMILAR SIZE INCLUDED IN THE MOST RECENT SURVEY. X 4951328 PER POUND BASIS 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS REVIEWED BY MEMBERS OF THE FINANCE COMMITTEE OF THE GOVERNING BOARD AND IS APPROVED PRIOR TO SUBMISSION TO THE IRS. A COPY IS AVAILABLE TO ALL BOARD MEMBERS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REVIEWS RELATIONSHIPS WITH ITS OFFICERS, BOARD MEMBERS, AND TRUSTEES AND DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD APPROVES COMPENSATION PAID ON AN ANNUAL BASIS FOR AMOUNTS PAID TO EXECUTIVE MANAGEMENT. IN ESTABLISHING THE COMPARABILITY OF SALARIES FOR VARIOUS JOB FUNCTIONS WITHIN THE SARASOTA/BRADENTON AREA, THE BOARD HAS HISTORICALLY UTILIZED THE NON-PROFIT COMPENSATION & BENEFITS REPORT WHICH IS COMPILED AND PUBLISHED BY THE COMMUNITY FOUNDATION OF SARASOTA. EXECUTIVE MANAGEMENT SALARIES ARE SHARED ACROSS NUMEROUS PROGRAMS. SALARIES ARE AT OR BELOW THE AVERAGE OF ALL NON-PROFITS OF SIMILAR SIZE INCLUDED IN THE MOST RECENT SURVEY. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. ALL DOCUMENTS ARE ACCESSIBLE THROUGH AN INDEPENDENT WEBSITE, WWW.GIVINGPARTNER.COM, WHICH IS DISCLOSED AND LINKED ON THE MEALS ON WHEELS PLUS WEBSITE (WWW.MEALSONWHEELSPLUS.ORG). DOCUMENTS ARE ALSO PLACED ON THE MEALS ON WHEELS WEBSITE. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE REVIEWS AND APPROVES THE DRAFT FINANCIAL STATEMENTS PRIOR TO THEIR ISSUANCE. THIS PROCESS HAS NOT CHANGED.