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Nonprofiteer
← MEALS ON WHEELS OF RI INC

Form 990 for tax year 2023

Filed by MEALS ON WHEELS OF RI INC.

Totals

Total revenue
$5,798,735
Total expenses
$4,215,969
Contributions and grants received
$4,820,736
Grants paid
$0
Program service revenue
$765,492
Investment income
$121,743
Other revenue
$90,764
Total assets, end of year
$9,966,148
Total liabilities, end of year
$256,853
Net assets or fund balances, end of year
$9,709,295
Program services expenses (Part IX)
$3,290,903
Management and general expenses
$700,294
Fundraising expenses
$224,772
Program service expenses (Part III)
$3,290,903

Program services were 78.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $107,776

  • 1e · Government grants (contributions)

    $3,540,830

  • 1f · All other contributions, gifts and grants

    $1,172,130

  • 1g · Noncash contributions included above

    $309,000

  • 2a · Program service revenue: HOME DELIVERED PROGRAM REVENUE

    total $621,495 · related or exempt $621,495

  • 2b · Program service revenue: PILOT PROGRAMS

    total $134,892 · related or exempt $134,892

  • 2c · Program service revenue: CONGREGATE PROGRAM

    total $9,105 · related or exempt $9,105

  • 3 · Investment income

    total $145,131 · excluded $145,131

  • 7a · Gross sales of assets other than inventory

    securities $2,011,054

  • 7b · Less cost or other basis and sales expenses

    securities $2,034,442

  • 7c · Gain or loss

    securities -$23,388

  • 7d · Net gain or loss

    total -$23,388 · excluded -$23,388

  • 8a · Fundraising events: gross income

    $120,671

  • 8a · Fundraising events: contributions included on line 1c

    $107,776

  • 8b · Fundraising events: direct expenses

    $49,582

  • 8c · Net income from fundraising events

    total $71,089 · excluded $71,089

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $19,675 · excluded $19,675

  • 11e · Other revenue, total

    $19,675

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $205,256 · program services $145,387 · management and general $36,240 · fundraising $23,629

  • 7 · Other salaries and wages

    total $795,671 · program services $563,592 · management and general $140,482 · fundraising $91,597

  • 8 · Pension plan contributions

    total $42,441 · program services $30,062 · management and general $7,493 · fundraising $4,886

  • 9 · Other employee benefits

    total $92,702 · program services $65,663 · management and general $16,367 · fundraising $10,672

  • 10 · Payroll taxes

    total $83,333 · program services $59,027 · management and general $14,713 · fundraising $9,593

  • 11b · Fees: legal

    total $1,454 · management and general $1,454

  • 11f · Fees: investment management

    total $23,563 · management and general $23,563

  • 11g · Fees: other

    total $260,099 · program services $146,640 · management and general $113,459

  • 12 · Advertising and promotion

    total $11,502 · program services $769 · management and general $8,336 · fundraising $2,397

  • 13 · Office expenses

    total $106,854 · program services $44,059 · management and general $51,337 · fundraising $11,458

  • 14 · Information technology

    total $120,510 · program services $18,309 · management and general $40,133 · fundraising $62,068

  • 16 · Occupancy

    total $73,384 · management and general $73,384

  • 17 · Travel

    total $55,473 · program services $46,735 · management and general $8,738

  • 22 · Depreciation, depletion and amortization

    total $121,075 · program services $60,719 · management and general $60,356

  • 23 · Insurance

    total $74,778 · management and general $74,778

  • 24a · Other expenses: MEAL COST

    total $2,107,225 · program services $2,107,225

  • 24b · Other expenses: BAD DEBT

    total $25,040 · program services $1,673 · management and general $18,148 · fundraising $5,219

  • 24c · Other expenses: PROFESSIONAL DEVELOPMEN

    total $9,005 · program services $602 · management and general $6,526 · fundraising $1,877

  • 24d · Other expenses: MISCELLANEOUS EXPENSES

    total $6,604 · program services $441 · management and general $4,787 · fundraising $1,376

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,626,963 · end of year $1,716,434

  • 2 · Savings and temporary cash investments

    beginning of year $4,876 · end of year $990

  • 3 · Pledges and grants receivable

    beginning of year $766,174 · end of year $906,155

  • 4 · Accounts receivable

    beginning of year $3,686

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,108 · end of year $18,520

  • 10a · Land, buildings and equipment: cost or other basis

    $1,775,655

  • 10b · Land, buildings and equipment: accumulated depreciation

    $770,827

  • 10c · Land, buildings and equipment, net

    beginning of year $610,132 · end of year $1,004,828

  • 11 · Investments: publicly traded securities

    beginning of year $4,229,977 · end of year $5,600,512

  • 15 · Other assets

    beginning of year $654,764 · end of year $718,709

  • 17 · Accounts payable and accrued expenses

    beginning of year $210,976 · end of year $256,853

  • 27 · Net assets without donor restrictions

    beginning of year $6,884,940 · end of year $8,753,371

  • 28 · Net assets with donor restrictions

    beginning of year $804,764 · end of year $955,924

Mission and programs · 2023

Mission

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 2,900 SENIORS AND OTHERS LIVING WITH DISABILITIES BENEFITTED FROM OUR PROGRAMS DURING THE YEAR.

  • 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 2023, THIS PROGRAM DELIVERED 363,390 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.

    Expenses $3,047,534 · Revenue $621,495

  • 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 HEALTH AGING HAS DIVIDED THE STATE INTO FIVE REGIONS FOR CONGREGATE MEALS; THE ORGANIZATION'S CAPITAL CITY CAF PROGRAM IS THE DESIGNATED PROVIDER FOR THE PROVIDENCE REGION. THIS PROGRAM PROVIDES OLDER ADULTS WHO HAVE AMBULATORY ABILITY WEEKDAY DINING AT SIX COMMUNITY LOCATIONS AND MONTHLY CULTURALLY SPECIFIC SITES FOR THE OLDER ADULT LATIN, SOUTHEAST ASIAN, AND LGBTQ COMMUNITIES. THIS PROGRAM PROVIDED 18,545 MEALS TO RHODE ISLAND SENIORS IN 2023.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 2023, THERE WERE SIX 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.

    Expenses $166,197 · Revenue $9,105

  • THROUGH ITS MATERNAL HEALTH EQUITY WORK, THE HOME-DELIVERED MEAL PROGRAM'S TOTAL 2023 SERVICE INCLUDED 9,585 MEALS DELIVERED TO 65 PRENATAL WOMEN AND THEIR HOUSEHOLDS.

    Expenses $77,172 · Revenue $134,892

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • COREY MCCARTY

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • MEGAN HERNE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    4

  • CHRISTINA PITNEY

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • JACLYN COTTER

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • LAUREN AMARAL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DR MARYLOU BUYSE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • TED FISHER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JAMES JOLY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • KRISTIN MATSKO ESQ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • GISELLE MAHONEY FROM 0623

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • STEPHANIE MCCAFFREY TILL 1123

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • KEVIN MILLONZI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JOCELYN NACCI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ELIZABETH PHILLIPS ESQ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • PHANIDA PHIVILAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JOE ROTELLA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • GREG SOLMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MEGHAN GRADY

    EXECUTIVE DIRECTOR

    Total calculated
    $156,030
    From this org
    $150,088
    From related orgs
    $0
    Other
    $5,942
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,688
    Bonus
    $13,000
    Other
    $2,400
    Deferred
    $5,942
    Nontaxable benefits
    $0
    Filer's total
    $156,030

  • KEREN DELA CRUZ

    DIRECTOR OF FINANCE

    Total calculated
    $49,226
    From this org
    $47,261
    From related orgs
    $0
    Other
    $1,965
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
6 August 2024
IRS schema version
2023v5.1
Source object
202412219349301011

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