2026-02-06T12:34:54-06:00 2025-09-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2024-10-01 952660509 MEALS-ON-WHEELS GREATER SAN DIEGO INC MEAL 6192606110 9590 CHESAPEAKE DRIVE SAN DIEGO CA 92123 BRENT WAKEFIELD PRESIDENT/CEO 6192606110 2026-02-05 1 1 DEBRA D SMITH CPA P00646873 7604318440 2026-02-05 2024 2025-03-06 01:10:19Z MEALS ON WHEELS SAN DIEGO COUNTY BRENT WAKEFIELD 9590 CHESAPEAKE DRIVE SAN DIEGO CA 92123 20836973 0 X WWW.MEALS-ON-WHEELS.ORG X 1970 CA TO EMPOWER SENIORS AND VETERANS TO REMAIN INDEPENDENT BY NOURISHING THEIR BODIES, MINDS AND SPIRITS. 15 15 153 3956 0 0 7104349 7597033 2910795 2580734 617487 3007253 80505 370634 10713136 13555654 0 0 0 0 5700781 5088500 0 0 915760 4968098 7291219 10668879 12379719 44257 1175935 30962646 30306219 15080256 14161263 15882390 16144956 X MEALS ON WHEELS SAN DIEGO COUNTY'S MISSION IS TO SUPPORT THE INDEPENDENCE AND WELL-BEING OF SENIORS WHO CHOOSE TO AGE IN THEIR HOME OR FOR THOSE THAT ARE UNABLE TO AFFORD QUALITY INSTITUTIONAL CARE AND MUST REMAIN AT HOME. MANY SENIORS EXPERIENCE CHRONIC ILLNESSES AND DISABILITIES THAT OFTEN MAKE ACTIVITIES OF DAILY LIVING DIFFICULT. MEANS ON WHEELS SAN DIEGO COUNTY IS PART OF THE COMMUNITY SAFETY NET SERVING OLDER ADULTS IN THE HOME WITH CARE SERVICES THAT INCLUDE THE DELIVERY OF UP TO TWO FRESH MEALS A DAY, DAILY SAFETY CHECKS (WITH REFERRAL TO OTHER SOCIAL SERVICES IF NECESSARY) AND A FRIENDLY VISIT. 0 0 10364987 2580734 MEALS ON WHEELS SAN DIEGO COUNTY SERVES ALL OF SAN DIEGO COUNTY, INCLUDING THE 3,049 SQUARE MILES OF RURAL AND UNINCORPORATED AREAS. OF ALL SENIORS SERVED, 85% ARE CONSIDERED EXTREMELY LOW TO LOW INCOME ACCORDING TO THE 2023 INCOME GUIDELINES BY THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD). WE SUBSIDIZE MORE THAN 63% OF THE COSTS OF MEALS, DELIVERY, AND OTHER SERVICES PROVIDED, REGARDLESS OF A SENIOR'S ABILITY TO PAY. FURTHER SUBSIDIES ARE PROVIDED FOR SENIORS WHO ARE EXPERIENCING SEVERE FINANCIAL DIFFICULTIES. FOR FISCAL 2025 (TAX YEAR 2024), WE SERVED 4,476 HOMEBOUND SENIORS THROUGHOUT SAN DIEGO COUNTY WITH 709,311 MEALS, DAILY SAFETY CHECKS AND FRIENDLY VISITS USING 3,956 TRAINED VOLUNTEERS WHO DONATED 118,653 HOURS DRIVING OVER 690,000 MILES. WE ALSO PROVIDED "ANIMEALS'" TO 466 SENIOR PET COMPANIONS DURING THIS PERIOD. MEALS ON WHEELS CLIENTS REPORT IMPROVED HEALTH, SECURITY AND INDEPENDENCE. FOR MILLIONS OF AMERICANS, MEALS ON WHEELS PROGRAMS ACROSS THE COUNTRY ARE LITERALLY THE DIFFERENCE BETWEEN REMAINING IN THEIR OWN HOMES AND NEEDING TO RELOCATE TO A NURSING FACILITY. THE NUTRITIOUS MEAL, FRIENDLY VISIT AND SAFETY CHECK HELP THEM COPE WITH THREE OF THE BIGGEST THREATS OF AGING: HUNGER, ISOLATION AND LOSS OF INDEPENDENCE. RESEARCH PROVES THAT WHEN SENIORS HAVE THE RIGHT SUPPORT, THEY GAIN GREATER QUALITY OF LIFE, NEED FEWER HOSPITAL STAYS AND LIVE LONGER. 10364987 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 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 28 0 153 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X MATTHEW TOPPER 6192606110 9590 CHEASAPEAKE DR SAN DIEGO CA 92123 MARGARET MALOWNEY BOARD CHAIR 1.00 X X 0 0 0 TOM KAYLOR BOARD TREASURER 1.00 X X 0 0 0 PAM PENDRELL BOARD SECRETARY 1.00 X X 0 0 0 BETTY TORANO TRUSTEE 1.00 X 0 0 0 SHANE HARRIS TRUSTEE 1.00 X 0 0 0 DOUG GARFIELD TRUSTEE 1.00 X 0 0 0 AARON FRANZ TRUSTEE 1.00 X 0 0 0 MAYA MADSEND TRUSTEE 1.00 X 0 0 0 RICK GENTRY TRUSTEE 1.00 X 0 0 0 MICHELLE STERLING TRUSTEE 1.00 X 0 0 0 MELISSA HERNHOLM TRUSTEE 1.00 X 0 0 0 NANCY LAZARSKI TRUSTEE 1.00 X 0 0 0 BECKY MENDOZA TRUSTEE 1.00 X 0 0 0 DAVID COHN TRUSTEE 1.00 X 0 0 0 BOBBY FITZSIMMONS TRUSTEE 1.00 X 0 0 0 BRENT WAKEFIELD PRESIDENT AND CEO 40.00 X 212145 0 8136 KEITH FISHER CHIEF OPERATIONS OFFICER 40.00 X 174310 0 6015 PATRICK ZONDLER SENIOR PROJECTS DIRECTOR 40.00 X 117755 0 15856 MATTHEW TOPPER CONTROLLER 40.00 X 128474 0 19427 AMIE BROWN CHIEF EXTERNAL AFFAIRS OFFICER 40.00 X 134779 0 12568 767463 0 62002 5 0 1 0 0 547732 2438060 4611241 242979 7597033 MEALS PROGRAM SERVICES 624210 2576641 2576641 UPAC PROGRAM 624210 4093 4093 2580734 241663 241663 272430 0 272430 272430 272430 7516277 2385908 6326823 809772 1189454 1576136 2765590 2765590 228677 547732 143870 84807 84807 4000 854 3146 3146 OTHER INCOME 624210 10251 10251 10251 13555654 2580734 0 3377887 459585 289163 45959 124463 3917940 3152685 433124 332131 75186 61549 7209 6428 287765 237544 25327 24894 348024 283815 27823 36386 39094 39094 132380 132380 20408 20408 92886 64566 28320 44435 14901 6992 22542 378874 184595 31627 162652 171179 105218 24708 41253 510878 338812 150369 21697 169470 144147 19561 5762 576762 576762 939877 812600 43198 84079 196390 170852 15704 9834 FOOD AND PACKAGING 3531354 3531354 0 0 REPAIRS AND MAINTENANCE 100867 85618 11364 3885 IN-KIND EXPENSES 100590 100590 0 0 BANK CHARGES 81827 31795 20226 29806 203948 178421 15579 9948 12379719 10364987 1098972 915760 327048 1444408 2925183 1831421 1065632 56952 397282 442691 31766 0 163623 155092 21497485 2502067 18963964 18995418 4501056 2556657 933359 3135462 1653733 1688118 30962646 30306219 1568530 843994 0 22092 11826945 11560780 1684781 1734397 15080256 14161263 X 8319886 9013299 7562504 7131657 15882390 16144956 30962646 30306219 1175935 -913369 0 X 0 1 X 1 1 1 X 3440201 4328357 5748442 7104349 7597033 28218382 3440201 4328357 5748442 7104349 7597033 28218382 2629720 25588662 180679 163773 487533 541416 514093 1887494 163600 194005 5224 87953 450782 9145 10251 19396 30576054 13312390 0.83690 0.85660 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2023 AMOUNT: $ 9,145. 2024 AMOUNT: $ 10,251. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5975306 551493 421016 4473 6943342 3858364 1401350 927134 208053 3489 5975306 3595280 369803 103250 3469 3858364 4576204 -772840 204557 3527 3595280 3910188 860955 191055 3884 4576204 0.75000 0.25000 1 0 6287465 6287465 11712197 1015500 10696697 3497823 1486567 2011256 18995418 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 3135462 F 3135462 RIGHT-OF-USE ASSET - OPERATING LEASES, NET OF AMORTIZATION 1655538 RIGHT-OF-USE ASSET - FINANCE LEASES, NET OF AMORTIZATION 15744 DEPOSITS 16836 1688118 OPERATING LEASE LIABILITIES 1724840 FINANCE LEASE LIABILITIES 9557 1734397 X 12621877 -913369 -913369 13535246 20408 20408 13555654 12359311 0 12359311 20408 20408 12379719 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF DONOR-RESTRICTED ENDOWMENT FUNDS, TO BE USED FOR FOR SENIORS LIVING IN POVERTY. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE. THERE ARE NO AMOUNTS ACCRUED IN THE FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024. X 1 TRUE SENSSE MARKETING 502 KEYSTONE DR WARRENDALE PA 15086 DONOR ACQUISTION MAILINGS 0 52057 56108 52057 52057 56108 52057 ANNUAL GALA 692554 521632 170922 26309 3060 5300 76458 HOLIDAY CONCERT 53855 26100 27755 3520 1126 14666 1 30000 0 30000 13431 776409 547732 228677 29829 3060 6426 104555 143870 84807 X X X X X 0 0 0 0 0 0 0 0 0 BRENT WAKEFIELD PRESIDENT AND CEO 212145 0 0 0 0 0 6787 0 1349 0 220281 0 0 0 KEITH FISHER CHIEF OPERATIONS OFFICER 174310 0 0 0 0 0 4958 0 1057 0 180325 0 0 0 X 5 117697 STOCK EXCHANGE PRICE X GIFT BAG ITEMS 278 76920 RETAIL PRICE X GALA DONATIONS 35 34692 RETAIL PRICE X SUPPLIES 7 9270 RETAIL PRICE X FOOD SUPPLIES 1 4400 RETAIL PRICE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES REVIEWS AND GIVES FINAL APPROVAL TO THE INDEPENDENTLY AUDITED FINANCIAL STATEMENTS FOR THE FISCAL YEAR AND THE FORM 990 IS PREPARED FROM AND RECONCILED TO THE AUDITED STATEMENTS. MANAGEMENT REVIEWS THE DRAFT FORM 990 AND AFTER INITIAL APPROVAL THE BOARD OF TRUSTEES ARE PROVIDED A COPY FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE IS REQUIRED TO ANNUALLY CONFIRM NO CONFLICT OF INTEREST EXISTS WITH THE ORGANIZATION. IF THE BOARD BECOMES AWARE OF A POTENTIAL CONFLICT AT ANY TIME THE AFFECTED MEMBER IS REMOVED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR COMPENSATION DETERMINATION AND COMPARABILITY OF THE CEO AND CFO SALARIES AND MAKES RECOMMENDATIONS TO THE FULL BOARD FOR FINAL APPROVAL. THIS COMMITTEE MAINTAINS WRITTEN RECORDS. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE POSTED ANNUALLY TO OUR WEBSITE. THE OTHER DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.