2025-03-28T08:54:51-07:00 2024-09-30 752593210 Sutton Frost Cary LLP 200 E Front St Suite 200 Arlington TX 76011 990 2023-10-01 751568798 MEALS ON WHEELS INC OF TARRANT COUNTY MEAL 8173360912 5740 AIRPORT FWY FORT WORTH TX 76117 ALISSA DEATON President & CEO 2025-03-28 true true Carroll Elizabeth Arnott P01965628 8176498083 2023 2025-03-06 01:10:19Z ALISSA DEATON 18741477 false X WWW.MEALSONWHEELS.ORG X 1973 TX To enable people to live with dignity and independence by offering community support through nutritious meals and coordinated services that improve well-being. 30 30 104 3292 0 13997001 18366807 0 58828 150590 228531 43801 14284360 18561198 5590804 4937601 0 4903436 5071558 50400 0 1046121 2796166 2885764 13340806 12894923 943554 5666275 18933809 25206329 1767339 2249366 17166470 22956963 To enable people to live with dignity and independence by offering community support through nutritious meals and coordinated services that improve well-being. false false 10839912 4937601 THE AGENCYS MISSION IS TO ENABLE PEOPLE TO LIVE WITH DIGNITY AND INDEPENDENCE BY OFFERING COMMUNITY SUPPORT THROUGH NUTRITIONS MEALS AND COORDINATING SERVICES THAT IMPROVE WELL-BEING. THE LEGACY HOME DELIVERED MEAL PROGRAM ASSISTSHOMEBOUND ELDERLY AND DISABLED PEOPLE WHO ARE UNABLE TO PREPARE A NUTRITIOUSMEAL FOR THEMSELVES AND DO NOT HAVE A REGULAR AND RELIABLE SOURCE OF HELP. NUTRITIOUS MEALS COMBINED WITH PROFESSIONAL CASE MANAGEMENT AND OTHER NEEDED SERVICES SUCH AS MINOR MEDICAL EQUIPMENT, INCONTINENT SUPPLIES, MINOR HOME REPAIR, AND COMPANION PET MEALS ENABLE QUALIFIED INDIVIDUALS TO REMAIN LIVING INDEPENDENTLY IN THEIR OWN HOMES. THE CONGREGATE MEAL PROGRAM PROVIDES NUTRITIONS MEALS IN A COMMUNITY SETTING SUCH AS ADULT ACTIVITY CENTERS WHERE PROGRAMS ARE AVAILABLE TO HELP COMBAT SOCIAL ISOLATION AND LONLINESS. THE ORGANIZATION DELIVERS APPOXIMATELY 1.3 MILLION MEALS EACH YEAR TO SOME OF TARRANT COUNTYS MOST VULNERABLE ELDERLY AND DISABLED CITIZENS. THE PRIMARY SERVICE AREA IS TARRANT COUNTY. 10839912 true true false false false false false false false true true false false false true true false true false false false false false false true true false false true true false false false false false false false false true false false false false true true false false false true 31 0 true 104 true false false false false false true true false 0 false false false false false false false X 30 30 true false true false false false false true true false false true true true true true true true true false X MONICA LOPEZ 8173360912 5740 AIRPORT FWY FORT WORTH TX 76117 CARLA JUTSON - THRU 924 President & CEO 40.00 10.00 X 168000 0 13440 BARBARA ROBOVSKY - THRU 924 SR VICE PRES. 40.00 0.00 X 138770 0 11167 MONICA LOPEZ VP FINANCE 40.00 0.00 X 83259 0 15991 NATHAN DRAUGHN Treasurer 3.00 1.00 X X 0 0 0 KERRY MERCER Chairman 10.00 1.00 X X 0 0 0 LAURA SHAW Secretary 3.00 0.00 X X 0 0 0 ANN SALYER-CALDWELL VICE CHAIRMAN 3.00 1.00 X X 0 0 0 JOE CORDOVA BOARD MEMBER 3.00 0.00 X 0 0 0 KAREN ANFIN BOARD MEMBER 3.00 0.00 X 0 0 0 KRISTEN CAMARENO BOARD MEMBER 3.00 0.00 X 0 0 0 ROSIE BALBO BOARD MEMBER 3.00 0.00 X 0 0 0 BRENT DORE BOARD MEMBER 3.00 0.00 X 0 0 0 BOBBY GRIMES BOARD MEMBER 3.00 0.00 X 0 0 0 TRINA PECINA BOARD MEMBER 3.00 0.00 X 0 0 0 TRUDY SANDERS BOARD MEMBER 3.00 0.00 X 0 0 0 SANDY TARPLEY BOARD MEMBER 3.00 0.00 X 0 0 0 FAUSTINA TAYLOR JONES BOARD MEMBER 3.00 0.00 X 0 0 0 AMY CASTER BOARD MEMBER 3.00 0.00 X 0 0 0 SOPHIA JOHNSON BOARD MEMBER 3.00 0.00 X 0 0 0 TRAVIS KENNEDY BOARD MEMBER 3.00 0.00 X 0 0 0 KURT KULPA BOARD MEMBER 3.00 2.00 X 0 0 0 MICHAEL PARROTT BOARD MEMBER 3.00 0.00 X 0 0 0 BECKY HASKIN BOARD MEMBER 3.00 0.00 X 0 0 0 RALPH MAYFIELD BOARD MEMBER 3.00 0.00 X 0 0 0 ERIC MILLNER BOARD MEMBER 3.00 0.00 X 0 0 0 MICHAEL GEEKIE BOARD MEMBER 3.00 0.00 X 0 0 0 TODD WEBSTER BOARD MEMBER 3.00 0.00 X 0 0 0 CHARLOTTE WILLIS BOARD MEMBER 3.00 0.00 X 0 0 0 WELDON WASHINGTON BOARD MEMBER 3.00 0.00 X 0 0 0 JAY SINGLETON BOARD MEMBER 3.00 0.00 X 0 0 0 BARBARA NANCE BOARD MEMBER 3.00 0.00 X 0 0 0 LAQUINTHA ROBINSON BOARD MEMBER 3.00 0.00 X 0 0 0 BOBBY TATUM BOARD MEMBER 3.00 0.00 X 0 0 0 ALISSA DEATON-from 924 President & CEO 40.00 0.00 X 0 0 0 390029 40598 2 false true false TRIO COMMUNITY MEALS LLC 300 S TRYON STREET STE 400 CHARLOTTE NC 28202 FOOD SERVICE 4599799 STEELE & FREEMAN INC 1301 LAWSON RD FORT WORTH TX 76131 CONSTRUCTION 6278708 ONEAMERICA RETIREMENT SERVICES LLC PO BOX 6220 INDIANAPOLIS IN 462066220 RETIREMENT SERVICES 332769 LAUTMAN MASKA NEILL & COMPANY 1730 RHODE ISLAND AVE NW STE 301 WASHINGTON DC 20036 MANAGEMENT CONSULTANT 234845 JUST RIDE TRANSPORTATION LLC PO BOX 6332 FORT WORTH TX 76115 TRANSPORTATION 190619 10 181686 88099 13282337 4814685 46321 18366807 0 113490 113490 0 461 461 0 37100 37100 37100 37100 78587 181686 176430 -97843 -97843 16484 3849 12635 12635 0 OTHER 900099 128548 128548 128548 18561198 128548 65843 0 4937601 4937601 0 0 457646 356267 52543 48836 0 3669010 2896468 394779 377763 206140 162820 22125 21195 445039 300838 81147 63054 293723 231548 31821 30354 0 10 10 44914 44914 0 0 0 281387 67725 75246 138416 0 0 0 0 169351 148150 12344 8857 644580 641166 1847 1567 0 0 15734 15734 0 615281 507293 107988 238884 211749 14556 12579 REPAIRS 249854 172885 62110 14859 Postage and Shipping 199342 32723 7571 159048 Printing and Publications 185281 78692 4422 102167 MISCELLANEOUS 99734 14374 31290 54070 141412 79613 48443 13356 12894923 10839912 1008890 1046121 3336260 2800345 0 0 1636196 2064572 0 0 0 0 104606 127906 22271123 2057617 13856747 20213506 0 0 0 0 0 18933809 25206329 1341963 1735716 423483 507682 1893 5968 1767339 2249366 X 15872154 21125282 1294316 1831681 17166470 22956963 18933809 25206329 5666275 X false true X true true true X 9667454 12760486 12468085 13997001 18366807 67259833 0 0 9667454 12760486 12468085 13997001 18366807 67259833 0 67259833 65351 63098 112622 182210 113951 537232 0 33360 101658 115259 138006 128548 516831 68313896 0.98460 0.98390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3733254 111519 788933 113940 18413 4501353 3495824 92364 415925 253911 16948 3733254 4076973 357318 -686587 232899 18981 3495824 3309289 234345 692979 141921 17719 4076973 3232594 51092 246967 205499 15865 3309289 0.32670 0.39340 0.27990 false true true 545666 545666 11259705 726738 10532967 1761102 987716 773386 8704650 343163 8361487 20213506 DUE TO AFFILIATE 5968 5968 X 18709977 148779 148779 18561198 18561198 13043702 148779 148779 12894923 12894923 Part V, Line 4: Intended uses of the endowment fund. TO RECEIVE, INVEST, AND MANAGE CONTRIBUTIONS FOR THE BENEFIT OF MEALS ON WHEELS, INC OF TARRANT COUNTY. Part X : FIN48 Footnote The Agency, Endowment Fund, and MOWCA are recognized by the Internal Revenue Service as exempt from federal income tax under section 501(c)(3) of the Internal Revenue Code (IRC) and are not private foundations as defined in the IRC. However, the Organization is subject to federal income on any unrelated business taxable income. The Organization did not have a material unrelated business income tax liability as of September 30, 2024. Therefore, no tax provision or liability has been reported in the accompanying consolidated financial statements. The Organization had no significant uncertain tax positions for the year ended September 30, 2024. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 SPECIAL EVENT EXPENSES $148779 Part XII, Line 2d: Other expenses and losses per audited F/S SPECIAL EVENT EXPENSES $148779 X false LAUTMAN MASKA NEILL & CO 1730 RHODE ISLAND AVENUE WASHINGTON DC 20036 DIRECT MAIL false 978018 234391 743627 978018 234391 743627 GALA 162416 100968 61448 11000 61448 31500 26587 Golf 63125 48864 14261 882 14160 14260 8515 1 34732 31854 2878 670 4320 1784 1304 260273 181686 78587 1552 29480 77492 31500 36406 176430 -97843 false false 16484 3849 false 16484 3849 3849 12635 true false false false 1.00000 false false true 0 0 MEAL SERVICES 6941 4632622 COST TO ORGANIZATION PROVIDE MEALS PET ASSISTANCE 412 50901 FMV PET ASSISTANCE CLIENT ASSISTANCE 1252 254078 FMV CLIENT SERVICES ASSISTANCE Grantmaker's Description of How Grants are Used RECORDS ARE MAINTAINED IN A CLIENT DATABASE TO SUSTANTIATE NEED AND ELIGIBILITY FOR MEALS AND OTHER ASSISTANCE. X X false false false false false false false false false CARLA JUTSON - THRU 924 President & CEO 168000 13440 181440 X 2111 FMV X 21 44210 1.73 per LB false false false Form 990, Part VI, Section A, Line 2 BOARD MEMBER KERRY MERCER AND BOARD MEMBER BOBBY GRIMMES HAVE A FAMILY RELATIONSHIP.Bobby Grimes, his family owns A&G services that provides maintenance for HVAC equipment at the organization. This company was awarded this contract several years prior to him being invited to join the board of directors. Form 990, Part VI, Section A, Line 4 Yes, Carla Jutson, President and CEO retired on 9/30/2024, and Alissa Deaton took her place. Barbara Rabovsky retired on 9/30/2024 and her position was eliminated. Form 990, Part VI, Section B, Line 11b THE FORM 990 IS REVIEWED BY THE FINANCIAL STAFF AND IS DISTRIBUTED TO BOARD MEMBERS BEFORE FILING SO THAT THEY MAY REVIEW THE FORM FOR FACTUAL ACCURACY AND COMPLETENESS OF DISCLOSURE. NO CHANGES HAVE OCCURRED IN THIS PROCESS FROM THE PRIOR YEARS. Form 990, Part VI, Section B, Line 12c NO MEMBER OF THE MEALS ON WHEELS, INC. OF TARRANT COUNTY BOARD OF DIRECTORS SHALL DERIVE ANY PERSONAL PROFIT OR GAIN, DIRECTLY OR INDIRECTLY, BY REASON OF HIS OR HER PARTICIPATION WITH MEALS ON WHEELS, INC. OF TARRANT COUNTY. EACH INDIVIDUAL SHALL DISCLOSE ANY PERSONAL INTEREST, WHICH HE OR SHE MAY HAVE IN ANY MATTER PENDING BEFORE THE BOARD AND SHALL REFRAIN FROM PARTICIPATION IN ANY DECISION ON SUCH MATTER. Form 990, Part VI, Section B, Line 15a THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS COMPENSATION SURVEYS AND THE SALARY OF THE ORGANIZATION'S EXECUTIVE DIRECTOR FOR PROPRIETY AND COMPARABILITY IN INDUSTRY NORMS. Form 990, Part VI, Section B, Line 15b THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS COMPENSATION SURVEYS AND THE SALARY OF THE ORGANIZATION'S EXECUTIVE DIRECTOR FOR PROPRIETY AND COMPARABILITY IN INDUSTRY NORMS. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS AS WELL AS ITS POLICIES AND FINANCIAL STATEMENTS AVAILABLE UPON REASONABLE REQUEST, EITHER WRITTEN OR IN PERSON. FORM 990, PART VIII, INCOME FROM FUNDRAISING EVENT THE net economic benefit from our fundraising events is calculated as follows:Contributions from fundraising events reported on Part VIII, line 1c $ 181,686Gross income from fundraising events reported on Part VIII, line 8a 78,587Gross income from gaming activities reported on Part VIII, line 9a 16,484Less: Direct costs of events reported on part VIII, Line 8b (176,430)Less: Direct gaming expenese reported on part VIII, Line 9b (3,849) Net economic benefit of fundraising events $ 96,478 MEALS ON WHEELS INC ENDOWMENT FUND 5740 AIRPORT FWY FORT WORTH TX 76117 752621700 INVESTING TX 501(C)(3) 12A, I MEALS ON WHEELS INC OF TARRANT COUNTY true MEALS ON WHEELS CLIENT ASSISTANCE INC 5740 AIRPORT FWY FORT WORTH TX 76117 472204121 CLIENT SERVICES TX 501(C)(3) 12A, I MEALS ON WHEELS INC OF TARRANT COUNTY true false false true false false false false false false false false false false false false false false false false MEALS ON WHEELS INC ENDOWMENT FUND c 88099 CASH