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Nonprofiteer
← MEALS ON WHEELS MONTGOMERY COUNTY

Form 990 for tax year 2024

Filed by MEALS ON WHEELS MONTGOMERY COUNTY.

Totals

Total revenue
$4,474,035
Total expenses
$4,626,696
Contributions and grants received
$4,333,049
Grants paid
$630,075
Program service revenue
$8,240
Investment income
$132,746
Other revenue
$0
Total assets, end of year
$5,846,137
Total liabilities, end of year
$438,553
Net assets or fund balances, end of year
$5,407,584
Program services expenses (Part IX)
$3,836,319
Management and general expenses
$374,143
Fundraising expenses
$416,234
Program service expenses (Part III)
$3,836,319

Program services were 82.9% 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

    $745,961

  • 1e · Government grants (contributions)

    $3,054,844

  • 1f · All other contributions, gifts and grants

    $532,244

  • 1g · Noncash contributions included above

    $117,292

  • 2a · Program service revenue: CONGREGATE MEALS

    total $4,788 · related or exempt $4,788

  • 2b · Program service revenue: MEALS ON WHEELS

    total $2,810 · related or exempt $2,810

  • 2c · Program service revenue: TRANSPORTION & SHUTTLE

    total $642 · related or exempt $642

  • 3 · Investment income

    total $105,391 · excluded $105,391

  • 7a · Gross sales of assets other than inventory

    securities $390,833 · other assets $11,000

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

    securities $374,478 · other assets $0

  • 7c · Gain or loss

    securities $16,355 · other assets $11,000

  • 7d · Net gain or loss

    total $27,355 · excluded $27,355

  • 8a · Fundraising events: gross income

    $370,122

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

    $745,961

  • 8b · Fundraising events: direct expenses

    $370,122

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $630,075 · program services $630,075

  • 5 · Compensation of officers, directors and key employees

    total $223,997 · program services $179,197 · management and general $17,920 · fundraising $26,880

  • 7 · Other salaries and wages

    total $2,219,512 · program services $1,743,888 · management and general $205,480 · fundraising $270,144

  • 11g · Fees: other

    total $296,593 · program services $246,782 · management and general $24,517 · fundraising $25,294

  • 13 · Office expenses

    total $258,760 · program services $91,253 · management and general $101,616 · fundraising $65,891

  • 22 · Depreciation, depletion and amortization

    total $335,425 · program services $323,685 · management and general $4,979 · fundraising $6,761

  • 23 · Insurance

    total $172,547 · program services $158,366 · management and general $6,010 · fundraising $8,171

  • 24a · Other expenses: AUTO

    total $183,417 · program services $181,035 · management and general $448 · fundraising $1,934

  • 24b · Other expenses: IN-KIND SUPPLIES

    total $117,292 · program services $117,292

  • 24c · Other expenses: KITCHEN SUPPLIES

    total $96,229 · program services $96,229

  • 24d · Other expenses: UTILITIES

    total $44,584 · program services $36,583 · management and general $3,266 · fundraising $4,735

  • 24e · All other expenses

    total $48,265 · program services $31,934 · management and general $9,907 · fundraising $6,424

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $892,810 · end of year $1,021,141

  • 3 · Pledges and grants receivable

    beginning of year $1,087,506 · end of year $766,116

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,055 · end of year $17,723

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

    $3,976,111

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

    $1,665,171

  • 10c · Land, buildings and equipment, net

    beginning of year $2,626,641 · end of year $2,310,940

  • 11 · Investments: publicly traded securities

    beginning of year $1,563,693 · end of year $1,675,627

  • 15 · Other assets

    beginning of year $0 · end of year $54,590

  • 17 · Accounts payable and accrued expenses

    beginning of year $359,024 · end of year $227,523

  • 19 · Deferred revenue

    beginning of year $293,181 · end of year $156,440

  • 25 · Other liabilities

    beginning of year $0 · end of year $54,590

  • 27 · Net assets without donor restrictions

    beginning of year $3,505,964 · end of year $3,677,904

  • 28 · Net assets with donor restrictions

    beginning of year $2,027,536 · end of year $1,729,680

Mission and programs · 2024

Mission

TO FOSTER THE INDEPENDENCE AND DIGNITY OF HOMEBOUND SENIORS IN MONTGOMERY COUNTY BY PROVIDING THEM WITH NUTRITIOUS MEALS, TRANSPORTATION, AND CARING CONNECTIONS.

Activities or mission (Part I)

HOME-DELIVERED MEALS & TRANSPORTATION FOR THE HOMEBOUND ELDERLY OF MONTGOMERY COUNTY, TX

  • HOME DELIVERED MEALS: OUR MEALS ON WHEELS PROGRAM PROVIDES A NUTRITIOUS WEEKDAY 227,136 MEALS TO 1,178 HOMEBOUND SENIORS IN MONTGOMERY COUNTY WHO COULD NOT OTHERWISE PROVIDE IT FOR THEMSELVES. THE MEAL IS DELIVERED BY A FRIENDLY STAFF OR VOLUNTEER WHO PROVIDES THE MUCH NEEDED HUMAN CONNECTION AND A SAFETY CHECK TO THIS ISOLATED AND VULNERABLE GROUP.

    Expenses $2,206,008 · Grants $630,075 · Revenue $2,810

  • TRANSPORTATION: SENIOR RIDES PROVIDES APPROXIMATELY 19,145 TRIPS TO 493 SENIORS TO THE ELDERLY AND DISABLED POPULATION IN MONTGOMERY COUNTY. THE TRIPS ARE TO ESSENTIAL ERRANDS SUCH AS MEDICAL OR SOCIAL TRIPS. WE MAINTAIN APPROXIMATELY SIX ADA EQUIPPED VEHICLES AND MAINTAIN A FEDERAL FUNDED CAB VOUCHER PROGRAM TO PROVIDE SERVICES IN MORE RURAL AREAS AND OUTSIDE REGULAR BUSINESS HOURS.

    Expenses $1,161,088 · Revenue $642

  • CONGREGATE MEALS: 781 SENIOR DINNERS ARE SERVED AT 4 LOCATIONS (CONROE, MAGNOLIA, NEW CANEY, AND SOUTH COUNTY). NUTRITIONISTS PLAN THE MENUS.

    Expenses $469,223 · Revenue $4,788

As filed on the 2024 return.

Listed in Part VII

  • RANDY COUNCIL

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • JUSTUS CORLEY

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • CHRISTOPHER JOHNSON

    FINANCE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • HEIDI LEGENDRE

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • SUE NETHERTON

    HUMAN RESOURCE

    Total calculated
    $0
    Hours/week
    5

  • BRITTANY SLOAN

    LEGAL COUNCEL

    Total calculated
    $0
    Hours/week
    1

  • JB CHEATHAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DANNY HOLDERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • THOMAS SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RACHEL SHEAD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GAYNOR SHIRREFFS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUMMER DAY

    CEO (UNTIL JUNE 2024)

    Total calculated
    $86,499
    From this org
    $85,144
    From related orgs
    $0
    Other
    $1,355
    Hours/week
    45

  • CARRIE WATKINS

    CEO

    Total calculated
    $154,404
    From this org
    $145,963
    From related orgs
    $0
    Other
    $8,441
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $116,216
    Bonus
    $29,747
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,441
    Filer's total
    $154,404

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 · 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
2024
Filed
13 August 2026
IRS schema version
2024v5.5
Source object
202642269349302399

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