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← LUBBOCK MEALS ON WHEELS FOUNDATION

Form 990 for tax year 2023

Filed by LUBBOCK MEALS ON WHEELS FOUNDATION.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 10 July 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Those are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$485,377
Total expenses
$63,932
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$6,000
Investment income
$479,377
Other revenue
$0
Total assets, end of year
$10,988,564
Total liabilities, end of year
$3,121
Net assets or fund balances, end of year
$10,985,443
Program services expenses (Part IX)
$31,966
Management and general expenses
$31,966
Fundraising expenses
$0
Program service expenses (Part III)
$31,966

Program services were 50.0% 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.

  • 2a · Program service revenue: MANAGEMENT FEES

    total $6,000 · related or exempt $6,000

  • 3 · Investment income

    total $596,875 · excluded $596,875

  • 7a · Gross sales of assets other than inventory

    securities $208,270 · other assets $5,589

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

    securities $331,357

  • 7c · Gain or loss

    securities -$123,087 · other assets $5,589

  • 7d · Net gain or loss

    total -$117,498 · excluded -$117,498

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $2,424 · program services $1,212 · management and general $1,212

  • 11f · Fees: investment management

    total $60,810 · program services $30,405 · management and general $30,405

  • 23 · Insurance

    total $698 · program services $349 · management and general $349

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $5,999

  • 11 · Investments: publicly traded securities

    end of year $10,982,565

  • 25 · Other liabilities

    end of year $3,121

  • 27 · Net assets without donor restrictions

    end of year $10,985,443

Mission and programs · 2023

Mission

TO ASSIST AND SUPPORT THOSE CHARITABLE ORGANIZATIONS THAT ARE FORMED TO PROVIDE NUTRITIOUS, HOME DELIVERED MEALS TO THOSE WHO ARE HOMEBOUND, ELDERLY, OR DISABLED, AND TO SEEK TO BREAK THE SOCIAL ISOLATION EXPERIENCED BY THE HOMEBOUND BY PROVIDING WARM, CARING, FRIENDLY, CONTACT THROUGH THE ORGANIZATION'S VOLUNTEERS.

  • MANAGE THE INVESTMENTS TO ASSIST AND SUPPORT THOSE CHARITABLE ORGANIZATIONS THAT ARE FORMED TO PROVIDE NUTRITIOUS, HOME DELIVERED MEALS TO THOSE WHO ARE HOMEBOUND, ELDERLY, OR DISABLED, SPECIFICALLY TO HELP LUBBOCK MEALS ON WHEELS, INC.

    Expenses $31,966 · Revenue $6,000

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

Listed in Part VII

  • Vickie Noyola Al-Souki

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mike Buchanan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jon Drake

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Gilliland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kara Henslee

    SECRETARY/ T

    Total calculated
    $0
    Hours/week
    2

  • Barry Johnston

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Russ Lam

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Aubrey Richburg

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Jeff Vinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
30 May 2024
IRS schema version
2023v5.0
Source object
202401699349301850

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