2024-05-14T15:45:39-05:00 2023-06-30 591687531 PDR CPAS Advisors 4023 Tampa Road Suite 2000 Oldsmar FL 34677 990 2022-07-01 591679915 Meals on Wheels of Tampa Inc MEAL 8132388410 5320 North Boulevard Tampa FL 33603 Stephen J King Executive Director 8132388410 2024-05-14 1 Stephen King 999009999 1 Paul E Costantino P00392722 7277854447 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Stephen J King 5320 North Boulevard Tampa FL 33603 4861273 0 X WWW.MOWTAMPA.ORG X 1976 FL To nourish, enrich, and strengthen the lives of seniors and disabled individuals. 20 20 61 634 170373 0 2326061 2277323 2311592 2460539 24947 105182 -43545 -50592 4619055 4792452 0 0 0 0 1958027 2192675 0 0 352183 2646298 3044357 4604325 5237032 14730 -444580 11405298 10958022 426965 405500 10978333 10552522 X Meals On Wheels serves approximately 1,000 individuals daily with a hot, nutritious meal delivered to their door by a caring volunteer. An additional 755 meals per day are prepared and delivered to community partners and mission based nonprofits. The encouraging words from volunteers, provides enrichment for the soul. For many of the homebound, a visit from a volunteer is the only human contact they will receive that day. Together we strengthen the community by caring for a segment of our population who are often forgotten and can not get out of the house. 0 0 4524046 2460539 Homebound Meal Delivery: Meals On Wheels of Tampa's (MOWT) mission is "to nourish, enrich and strengthen the lives of seniors (62 and older) and individuals who have difficulty leaving their homes and are challenged to prepare meals". The delivery of daily hot meals by caring and trusted volunteers gives seniors and homebound citizens the opportunity to age in place with consistent balanced nutrition, dignity, safety, and independence. Serving approximately 1,000 neighbors per day, 330,065 meals were delivered during fiscal year 2023 to over 1,458 unduplicated neighbors. All meals are produced daily by professional staff in the MOWT commercial kitchen. We offer 3 menus to select: Heart Healthy, Diabetic Friendly, and Renal Friendly. MOWT is meeting the specific dietary needs of the fastest growing segment of the community, our seniors, many of whom require healthy food delivered to their doorstep, at an affordable price, to age in place. At no extra charge, recipients also receive once a month delivery of fresh produce, an Annual Hurricane Pack, a Holiday Gift Bag, and birthday cake to assure they are not forgotten and are well supported. MOWT requests a contribution from recipients for the service. 87% of the neighbors we serve are on a private pay plan, the others 13% have insurance coverage which provides the meals. Of those on private pay, only 12% can the full cost of their meals. No one is ever turned away from service due to an inability to pay for their meals. As a privately funded organization, community contributions and earned income from MOWT's social enterprise address this funding gap. Social Connection: Research affirms what we have known anecdotally for years. Social connection is effective in making a profound difference in the lives of older adults and homebound citizens. A daily knock on the door from a MOWT volunteer bringing a hot meal, offering encouraging words and a vital safety check on isolated neighbors, is a crucial ingredient in the powerful impact of this mission. Volunteers are the heart and soul of MOWT. The volunteer is often the only person the recipient will talk to during the day. 634 volunteers gave their time, vehicles, fuel, and their hearts, to improve the lives, outlook, and well-being of recipients in FY 2023. Their gift of service allows us to deliver at an affordable price and provides the crucial social connection that means the world to adults isolated by age and/or health restrictions. The on-going recruitment of volunteers is essential to meet the growing demand of the mission. Strengthening the Community: By joining together with the board of directors, corporate supporters, foundations, individuals, and civic and faith groups, together we strengthen the community through service and care of those citizens who are often forgotten simply because we do not see them in need as they live behind closed doors where they wait for help. Yet, their health and well-being are significant. Not only because they deserve support but also because of the mounting expense of seniors' health care. This exploding segment of our society and the increasing cost of their medical needs demands we take every possible action to proactively ensure better health outcomes as seniors age. Good nutrition and daily social contact promote better aging results. The cost of a full year of meals ($2,008) is less than the cost of one night in a hospital, one visit to an ER, or 10 days in an assisted living facility. With aging Baby Boomers as the fastest growing segment of our population, the work of MOWT has never been more essential and impactful. 4524046 1 1 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 1 20 0 1 61 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X Andreea Lloyd Senior Director of F 8132388410 5320 North Boulevard Ave Tampa FL 33603 Aaron Saoud Director 1.00 X 0 0 0 Cathy Smith Past President 1.00 X 0 0 0 Claudine Caballero Director 1.00 X 0 0 0 Damon Moorer Director 1.00 X 0 0 0 Doreen Greco Ide Director 1.00 X 0 0 0 Douglas Alan Tuttle Past President 1.00 X 0 0 0 Ed Bass Treasurer 1.00 X X 0 0 0 Fred Wallrapp President 1.00 X X 0 0 0 Holly O'Brien Director 1.00 X 0 0 0 Jeffrey Rhodes Director 1.00 X 0 0 0 Kathy Ritchie Past President 1.00 X 0 0 0 Kevin Franzese Director 1.00 X 0 0 0 Laura Sherman Director 1.00 X 0 0 0 Lucy Terrill Secretary 1.00 X X 0 0 0 Marshall Tucker Vice President 1.00 X X 0 0 0 Michelle Backlund Director 1.00 X 0 0 0 Monica Rodriguez Director 1.00 X 0 0 0 Robert Shimberg Director 1.00 X 0 0 0 Wilda Isabel Assistant Treasurer 1.00 X X 0 0 0 Angela Fernandez Director 1.00 X 0 0 0 Kristin Maximo Senior Director of Operations 40.00 X 102214 0 11947 Laura Walsh Senior Director of Finance 30.00 X 113350 0 4763 Stephen J King Executive Director 40.00 X 172370 0 15915 387934 0 32625 3 0 1 0 0 828221 1449102 7960 2277323 Delivery of Meals 812900 2460539 2290166 170373 2460539 87180 87180 36231 18229 18002 18002 18002 0 828221 50592 -50592 -50592 4792452 2290166 170373 54590 387934 107762 193987 86185 1498386 1346659 38336 113391 172120 131768 21919 18433 134235 103500 16533 14202 18900 14469 2407 2024 13970 10695 1779 1496 89771 77901 2531 9339 80244 45963 7646 26635 44152 33801 5623 4728 192159 147109 24471 20579 2912 2229 371 312 1223 936 156 131 213734 163626 27219 22889 89676 68651 11420 9605 Food and Packaging expe 2169407 2169407 Food Delivery - Transpo 50513 50513 Miscellaneous 44189 32401 6405 5383 Bad Debts 33507 16656 16851 5237032 4524046 360803 352183 5300851 4540630 991643 995438 193322 386097 84417 98561 46380 124531 5678886 914667 4745364 4764219 43321 48546 11405298 10958022 423040 394031 3925 11469 426965 405500 X 9548941 9196332 1429392 1356190 10978333 10552522 11405298 10958022 -444580 18769 0 X 0 1 X 1 0 X 2655609 2200686 3413429 2326061 2277323 12873108 1175210 1246455 2014124 2311592 2460539 9207920 3830819 3447141 5427553 4637653 4737862 22081028 0 0 0 22081028 41878 82473 8158 24947 87180 244636 41878 82473 8158 24947 87180 244636 3872697 3529614 5435711 4662600 4825042 22325664 0.98900 0.99250 0.01100 0.00750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 596633 596633 3252768 239267 3013501 432781 183239 249542 1070426 365785 704641 326278 126376 199902 4764219 X 4811221 18769 18769 4792452 0 4792452 5237032 0 5237032 0 5237032 Part X, Line 2: The Organization accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. The Organization has identified its tax status as a tax-exempt entity as its only significant tax position; however, the Organization has determined that such tax position does not result in an uncertainty requiring recognition. The Organization is not currently under examination by any taxing jurisdiction. The organization's federal returns are generally open for examination for three years following the date filed. Nourish the Homebound Breakfast 828221 828221 35532 10826 4234 828221 828221 35532 10826 4234 50592 -50592 X X 0 0 0 0 0 0 0 0 0 Stephen J King Executive Director 143870 0 28500 0 0 0 7417 0 8498 0 188285 0 0 0 Form 990, Part VI, Section B, line 11b Draft of 990/990-T and F-1120 reviewed internally by the Executive Director, Senior Director of Finance & Administration and Controller. Draft copy is then sent to full board for approval prior to filing. Form 990, Part VI, Section B, line 12c The Organization discusses the conflict of interest policy with each new Board member. All Board members are reminded of the conflict of interest policy annually and are required to disclose any potential conflicts of interest and recuse themselves from any Board action where a conflict of interest exists. Form 990, Part VI, Section B, line 15 Executive Director annual evaluation and compensation/bonus is the responsibility of the Executive Committee of the Board of Directors. The Executive Director completes an annual performance evaluation of all staff in June/July. An amount for anticipated salary adjustments is estimated during budget planning in May for the upcoming fiscal year (beginning July 1). This amount is arrived at with input from the Executive Committee, review of comparable data, and reviewing current economic factors. The Executive Committee is responsible for Executive Director's annual salary adjustment and the Executive Director has responsibility of awarding all other staff salary adjustments. Salary adjustments are included in the 7/31 pay date (encompassing the 7/1 - 7/15 pay period). Prior to the end of the fiscal year, the Executive Committee meets to discuss the current year performance and determine whether an annual bonus is warranted to the Executive Director and staff. If an annual bonus is awarded, the Executive Committee determines the Executive Director bonus and determines a staff "bonus pool". It is the responsibility of the Executive Director to distribute the "bonus pool" to staff as he deems appropriate based on performance throughout the fiscal year. Form 990, Part VI, Section C, line 19 The Organization makes it's audited financial statements and annual report available to the public on it's website and upon request.