Form 990 for tax year 2023
Filed by MEALS ON WHEELS INC OF TARRANT COUNTY ENDOWMENT FUND.
Totals
- Total revenue
- $550,644
- Total expenses
- $132,353
- Contributions and grants received
- $111,519
- Grants paid
- $88,099
- Program service revenue
- $0
- Investment income
- $439,125
- Other revenue
- $0
- Total assets, end of year
- $4,501,353
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $4,501,353
- Program services expenses (Part IX)
- $88,099
- Management and general expenses
- $26,469
- Fundraising expenses
- $17,785
- Program service expenses (Part III)
- $88,099
Program services were 66.6% 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.
-
1f · All other contributions, gifts and grants
$111,519
-
3 · Investment income
total $105,895 · excluded $105,895
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $2,655,828
-
7b · Less cost or other basis and sales expenses
securities $2,322,598
-
7c · Gain or loss
securities $333,230
-
7d · Net gain or loss
total $333,230 · excluded $333,230
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $88,099 · program services $88,099
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $5 · management and general $5
-
11c · Fees: accounting
total $6,150 · management and general $6,150
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $18,413 · management and general $18,413
-
11g · Fees: other
total $17,785 · fundraising $17,785
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $1,460 · management and general $1,460
-
24a · Other expenses: MEETINGS
total $396 · management and general $396
-
24b · Other expenses: MISCELLANEOUS EXPENSES
total $45 · management and general $45
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $207,359 · end of year $283,907
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $1,893 · end of year $5,968
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $2,577,647 · end of year $3,075,026
-
12 · Investments: other securities
beginning of year $946,355 · end of year $1,136,452
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
27 · Net assets without donor restrictions
beginning of year $1,246,746 · end of year $1,470,432
-
28 · Net assets with donor restrictions
beginning of year $2,486,508 · end of year $3,030,921
Mission and programs · 2023
Mission
TO RECEIVE, INVEST AND MANAGE CONTRIBUTIONS FOR THE exclusive BENEFIT OF MEALS on WHEELS INC OF TARRANT COUNTY.
-
TO RECEIVE, INVEST AND MANAGE CONTRIBUTIONS FOR THE BENEFIT OF MEALS AND WHEELS, INC. OF TARRANT COUNTY.
Expenses $88,099 · Grants $88,099
As filed on the 2023 return.
Listed in Part VII
-
CARLA JUTSON-THRU 92024
President & CEO
- Total calculated
- $181,440
- From this org
- $0
- From related orgs
- $168,000
- Other
- $13,440
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- not reported + $168,000 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported + $13,440 related
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $181,440 related
-
BARBARA ROBOVSKY-THRU 92024
SENIOR VP
- Total calculated
- $149,937
- From this org
- $0
- From related orgs
- $138,770
- Other
- $11,167
- Hours/week
- 5 + 45 related
-
MONICA LOPEZ
VP OF FIN
- Total calculated
- $99,250
- From this org
- $0
- From related orgs
- $83,259
- Other
- $15,991
- Hours/week
- 5 + 45 related
-
QUENTIN MCGOWN
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
DONALD W BUESCHER
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
KURT KULPA
SEC/TREAS
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
NATHAN DRAUGHN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MITCH HAGEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ANN SALYER-CALDWELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JOSEPH W JULIEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
KERRY MERCER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 10 related
-
CHRISTINA TOUPS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JUDY SMITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ALISSA DEATON-FROM 92024
President & CEO
- Total calculated
- $0
- Hours/week
- 5 + 45 related
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
None.
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
-
$88,099
MEALS TO CLIENTS
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
MEALS ON WHEELS INC OF TARRANT COUNTY
501(C)(3) · MEALS · TX
Directly controlled by NA
-
MEALS ON WHEELS CLIENT ASSISTANCE INC
501(C)(3) · HOLD PROPERTY · TX
Directly controlled by MEALS ON WHEELS INC OF TARRANT COUNTY
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 28 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500879349301310
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