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Nonprofiteer
← MEALS ON WHEELS PLUS OF MANATEE INC

Form 990 for tax year 2023

Filed by MEALS ON WHEELS PLUS OF MANATEE INC.

Totals

Total revenue
$11,212,965
Total expenses
$12,161,978
Contributions and grants received
$10,366,304
Grants paid
$0
Program service revenue
$398,676
Investment income
$114,007
Other revenue
$333,978
Total assets, end of year
$12,324,943
Total liabilities, end of year
$725,962
Net assets or fund balances, end of year
$11,598,981
Program services expenses (Part IX)
$11,252,857
Management and general expenses
$489,017
Fundraising expenses
$420,104
Program service expenses (Part III)
$11,252,857

Program services were 92.5% 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.

  • 1e · Government grants (contributions)

    $2,663,520

  • 1f · All other contributions, gifts and grants

    $7,702,784

  • 1g · Noncash contributions included above

    $5,925,470

  • 2a · Program service revenue: PROJECT INCOME

    total $396,517 · related or exempt $396,517

  • 2b · Program service revenue: MEMBERSHIP & OTHER INCOME

    total $2,159 · related or exempt $2,159

  • 3 · Investment income

    total $278,920 · excluded $278,920

  • 7a · Gross sales of assets other than inventory

    securities $1,001,445 · other assets $9,500

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

    securities $1,175,858 · other assets $0

  • 7c · Gain or loss

    securities -$174,413 · other assets $9,500

  • 7d · Net gain or loss

    total -$164,913 · excluded -$164,913

  • 8a · Fundraising events: gross income

    $450,149

  • 8b · Fundraising events: direct expenses

    $116,171

  • 8c · Net income from fundraising events

    total $333,978 · excluded $333,978

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $336,197 · program services $200,386 · management and general $82,642 · fundraising $53,169

  • 7 · Other salaries and wages

    total $2,273,898 · program services $1,935,098 · management and general $125,847 · fundraising $212,953

  • 8 · Pension plan contributions

    total $6,107 · program services $2,573 · management and general $1,653 · fundraising $1,881

  • 9 · Other employee benefits

    total $157,393 · program services $145,974 · management and general $2,854 · fundraising $8,565

  • 10 · Payroll taxes

    total $263,410 · program services $228,678 · management and general $12,554 · fundraising $22,178

  • 11b · Fees: legal

    total $1,155 · management and general $1,155

  • 11c · Fees: accounting

    total $27,202 · program services $20,713 · management and general $3,894 · fundraising $2,595

  • 11f · Fees: investment management

    total $40,530 · management and general $40,530

  • 11g · Fees: other

    total $147,398 · program services $65,232 · management and general $43,243 · fundraising $38,923

  • 12 · Advertising and promotion

    total $20,819 · program services $1,280 · management and general $5,598 · fundraising $13,941

  • 13 · Office expenses

    total $96,820 · program services $62,977 · management and general $30,593 · fundraising $3,250

  • 16 · Occupancy

    total $298,786 · program services $270,266 · management and general $23,896 · fundraising $4,624

  • 17 · Travel

    total $11,435 · program services $9,911 · management and general $1,408 · fundraising $116

  • 20 · Interest

    total $49,003 · program services $32,387 · management and general $917 · fundraising $15,699

  • 22 · Depreciation, depletion and amortization

    total $317,196 · program services $231,823 · management and general $65,619 · fundraising $19,754

  • 23 · Insurance

    total $121,041 · program services $108,937 · management and general $12,104

  • 24a · Other expenses: FOOD AND FOOD SUPPLIES

    total $7,368,506 · program services $7,368,506

  • 24b · Other expenses: GRANT EXPENSES

    total $427,557 · program services $427,557

  • 24c · Other expenses: OTHER

    total $146,920 · program services $103,923 · management and general $23,811 · fundraising $19,186

  • 24d · Other expenses: COMMUNICATIONS & POSTAG

    total $50,605 · program services $36,636 · management and general $10,699 · fundraising $3,270

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $813,189 · end of year $419,768

  • 3 · Pledges and grants receivable

    beginning of year $275,000 · end of year $325,473

  • 4 · Accounts receivable

    beginning of year $437,277 · end of year $22,816

  • 8 · Inventories for sale or use

    beginning of year $468,934 · end of year $328,047

  • 9 · Prepaid expenses and deferred charges

    beginning of year $52,932 · end of year $31,562

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

    $6,050,668

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

    $2,156,800

  • 10c · Land, buildings and equipment, net

    beginning of year $3,933,000 · end of year $3,893,868

  • 11 · Investments: publicly traded securities

    beginning of year $6,277,282 · end of year $6,930,035

  • 15 · Other assets

    beginning of year $319,388 · end of year $373,374

  • 17 · Accounts payable and accrued expenses

    beginning of year $240,522 · end of year $347,066

  • 23 · Secured mortgages and notes payable

    beginning of year $391,028 · end of year $378,896

  • 27 · Net assets without donor restrictions

    beginning of year $11,821,509 · end of year $11,429,864

  • 28 · Net assets with donor restrictions

    beginning of year $123,943 · end of year $169,117

Mission and programs · 2023

Mission

THE MISSION OF MEALS ON WHEELS PLUS OF MANATEE, INC. IS TO ASSIST INDIVIDUALS TO LIVE INDEPENDENTLY BY PROVIDING NUTRITION AND CARING SUPPORTIVE SERVICES.

  • THE FOOD BANK OF MANATEETHE FOOD BANK OF MANATEE IS THE LARGEST HUNGER RELIEF ORGANIZATION BASED IN MANATEE COUNTY AND IS AN INDEPENDENT FOOD BANK RELYING 100% ON THE SUPPORT OF THE COMMUNITY TO MEET THE NEEDS OF FOOD INSECURE BABIES, CHILDREN, FAMILIES, AND SENIORS IN MANATEE COUNTY. THE FOOD BANK OF MANATEE DISTRIBUTES FOOD TO OVER 100 LOCAL PARTNER AGENCIES, INCLUDING FOOD PANTRIES, SOUP KITCHENS, AND LOCAL SOCIAL SERVICE ORGANIZATIONS. IN 2023, THE FOOD BANK OF MANATEE PUT 3.4 MILLION POUNDS OF FOOD INTO USE IN THE COMMUNITY TO MEET IMMEDIATE NEEDS. IN RESPONSE TO INCREASED HUNGER RELIEF NEEDS STEMMING FROM THE CORONAVIRUS PANDEMIC, THE ORGANIZATION DEVELOPED THE FOOD 4 FAMILIES PROGRAM, ISSUING WEEKLY DIRECT DISTRIBUTIONS OF FOOD TO FAMILIES IN NEED THROUGHOUT MANATEE COUNTY IN 2020. THE PROGRAM HAS CONTINUED SINCE ITS INCEPTION WITH DIRECT DISTRIBUTIONS TO THE COMMUNITY DURING THE SUMMER AND HOLIDAY MONTHS OF 2023, PROVIDING THOUSANDS OF MEALS TO FAMILIES IN NEED. THE FOOD BANK ALSO ISSUED OVER 2,600 EMERGENCY BASKETS TO FAMILIES AND BABIES IN CRISIS IN 2023. IN ADDITION, OVER 37,800 POUNDS OF FRESH PRODUCE WAS PROVIDED FREE OF CHARGE THROUGH OUR MOBILE PRODUCE PANTRY DISTRIBUTIONS IN HIGH NEED AREAS.

    Expenses $7,406,907 · Revenue $263,126

  • THE HOME DELIVERED MEALS (HDM) PROGRAMMEALS ON WHEELS PLUS OF MANATEE'S HOME-DELIVERED MEALS PROGRAM HAS BEEN PROVIDING HEALTHY MEALS TO ELDERLY INDIVIDUALS FOR OVER 50 YEARS. MEALS ON WHEELS PLUS HAS DELIVERED OVER 11 MILLION MEALS SINCE 1972. DURING 2023, 278,000 MEALS WERE PREPARED FOR AN AVERAGE OF 765 HOMEBOUND SENIORS EACH MONTH. ENROLLMENT IN THIS LIFESAVING PROGRAM IS OPEN TO ALL MANATEE COUNTY RESIDENTS AGED 60 PLUS REGARDLESS OF GENDER, RACE, OR RELIGION. MEALS ARE DELIVERED ON A WEEKLY BASIS BY TRAINED, CARING VOLUNTEERS BETWEEN THE HOURS OF 10:00 AM AND 2:00 PM. WEEKLY VISITS ARE SUPPLEMENTED BY PERIODIC TELEPHONE REASSURANCE CALLS AS A "CHECK-IN" TO CURB LONELINESS AND ENHANCE THE WELL-BEING OF THE CLIENTS WE SERVE. IN ADDITION TO MEALS AND PHONE CALLS, OUR HOME-DELIVERED MEALS PROGRAM ALSO PROVIDES FRESH PRODUCE AND PET FOOD, FREE OF CHARGE TO HOME-DELIVERED MEALS CLIENTS.

    Expenses $2,469,284 · Revenue $87,709

  • ADULT DAY CENTER DAYBREAK ADULT DAY CENTER (ADC) PROVIDES DAYTIME CARE MONDAY THROUGH FRIDAY FOR FRAIL, ELDERLY ADULTS. MANY TIMES, THESE INDIVIDUALS LIVE AT HOME WITH A LOVED ONE AND CANNOT BE LEFT ALONE WHILE THEIR CAREGIVER WORKS OR ATTENDS TO HOUSEHOLD NEEDS. DAYBREAK OFFERS A SAFE, SECURE ENVIRONMENT WITH RECREATIONAL AND THERAPEUTIC ACTIVITIES DESIGNED TO MEET THE NEEDS OF CLIENTS. QUALITY, TRAINED STAFF PROVIDE PEACE OF MIND AND RESPITE FOR FAMILIES AND CAREGIVERS. CLIENTS ENJOY A STIMULATING AND NURTURING ENVIRONMENT, PARTICIPATING IN SOCIAL, MENTAL AND LIGHT PHYSICAL ACTIVITIES AND A HEALTHY MEAL. DAYBREAK IS THE ONLY LICENSED AND FEDERALLY FUNDED ADULT DAY CARE CENTER IN MANATEE COUNTY. WE ARE LICENSED FOR 100 CLIENTS TO PARTICIPATE IN THIS PROGRAM. IN 2023, WE SERVED AN AVERAGE OF 69 CLIENTS EACH MONTH.

    Expenses $648,050 · Revenue $23,921

  • FRIENDSHIP DINING CENTERS: FRIENDSHIP DINING CENTERS ARE AVAILABLE TO SENIORS IN OUR COMMUNITY OFFERING COMPANIONSHIP, ACTIVITIES, AND SOCIALIZATION ALONG WITH A HOT NUTRITIOUS MEAL. IN 2023, OVER 50 NEW CLIENTS JOINED OUR FRIENDSHIP DINING CENTERS AND OVER 1,100 MEALS WERE PROVIDED. FRIENDSHIP DINING CENTERS ARE OFFERED IN MULTIPLE LOCATIONS THROUGHOUT MANATEE COUNTY INCLUDING CENTRAL BRADENTON AND RURAL AREAS. TRANSPORTATION: THE TRANSPORTATION PROGRAM SERVES CLIENTS OF DAYBREAK ADULT DAY CENTER IN MANATEE COUNTY, PROVIDING DAILY RIDES THROUGHOUT THE COUNTY AND MAINTAINING A VEHICLE FLEET THAT INCLUDES EIGHT VEHICLES. THE TRANSPORTATION FLEET CONSISTS OF COMFORTABLE, STATE OF THE ART HANDICAP ACCESSIBLE BUSES, ALL SECURED THROUGH GRANTS. IN 2023, AN AVERAGE OF 34 ACTIVE CLIENTS RECEIVED TRANSPORTATION SERVICE TO AND FROM DAYBREAK ADULT DAY CENTER PROGRAMMING. OTHER PROGRAMS AND SERVICES: NUTRITION COUNSELING IS OFFERED AS A ONE-ON-ONE OPPORTUNITY FOR A CLIENT TO DISCUSS FOOD CONCERNS, ALLERGIES, AND OTHER NUTRITIONAL CONCERNS WITH A LICENSED DIETICIAN TO REDUCE CONCERNS OR HEALTH RISKS. THE OUTREACH PROGRAM ALLOWS FOR DISTRIBUTION AND SHARING OF INFORMATION ABOUT ALL AVAILABLE SERVICES IN THE COMMUNITY, SPECIFICALLY TARGETING LOW INCOME AND LIMITED ENGLISH SPEAKING AND RURAL AREAS OF MANATEE COUNTY.

    Expenses $728,616 · Revenue $23,920

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

Listed in Part VII

  • JACKIE BARON

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • ANDY GUZ

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JAIME DIDOMENICO

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • SUSAN KRAMER

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • LISA BARNOTT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STEVE BAYARD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRISTI BOCK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH DUNN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MELISSA GOULD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NATALEE HERRIG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARK MESSNER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CARL REYNOLDS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CAROL CARTER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARIBETH PHILLIPS

    CEO

    Total calculated
    $195,496
    From this org
    $177,086
    From related orgs
    $0
    Other
    $18,410
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,086
    Bonus
    $15,000
    Other
    $0
    Deferred
    $11,226
    Nontaxable benefits
    $7,184
    Filer's total
    $195,496

  • DANA MAASSEN

    CFO

    Total calculated
    $124,779
    From this org
    $107,960
    From related orgs
    $0
    Other
    $16,819
    Hours/week
    40

  • MIKE HUDSON

    CFO (FORMER)

    Total calculated
    $15,923
    From this org
    $15,923
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • AMY TOWERY

    VP, MARKETING & DEVELOPMEN

    Total calculated
    $124,908
    From this org
    $118,802
    From related orgs
    $0
    Other
    $6,106
    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 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

The filer's explanations (Part III)

PART I, LINE 3
THE BOARD APPROVES COMPENSATION PAID ON AN ANNUAL BASIS FOR AMOUNTS PAID TO EXECUTIVE MANAGEMENT. IN ESTABLISHING THE COMPARABILITY OF SALARIES FOR VARIOUS JOB FUNCTIONS WITHIN THE SARASOTA/BRADENTON AREA, THE BOARD HAS HISTORICALLY UTILIZED THE NON-PROFIT COMPENSATION & BENEFITS REPORT WHICH IS COMPILED AND PUBLISHED BY THE COMMUNITY FOUNDATION OF SARASOTA. EXECUTIVE MANAGEMENT SALARIES ARE SHARED ACROSS NUMEROUS PROGRAMS. SALARIES ARE AT OR BELOW THE AVERAGE OF ALL NON-PROFITS OF SIMILAR SIZE INCLUDED IN THE MOST RECENT SURVEY.

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
24 July 2024
IRS schema version
2023v5.1
Source object
202442189349301704

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