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Nonprofiteer
← MEALS-ON-WHEELS GREATER SAN DIEGO INC

Form 990 for tax year 2024

Filed by MEALS-ON-WHEELS GREATER SAN DIEGO INC.

Totals

Total revenue
$13,555,654
Total expenses
$12,379,719
Contributions and grants received
$7,597,033
Grants paid
$0
Program service revenue
$2,580,734
Investment income
$3,007,253
Other revenue
$370,634
Total assets, end of year
$30,306,219
Total liabilities, end of year
$14,161,263
Net assets or fund balances, end of year
$16,144,956
Program services expenses (Part IX)
$10,364,987
Management and general expenses
$1,098,972
Fundraising expenses
$915,760
Program service expenses (Part III)
$10,364,987

Program services were 83.7% 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

    $547,732

  • 1e · Government grants (contributions)

    $2,438,060

  • 1f · All other contributions, gifts and grants

    $4,611,241

  • 1g · Noncash contributions included above

    $242,979

  • 2a · Program service revenue: MEALS PROGRAM SERVICES

    total $2,576,641 · related or exempt $2,576,641

  • 2b · Program service revenue: UPAC PROGRAM

    total $4,093 · related or exempt $4,093

  • 3 · Investment income

    total $241,663 · excluded $241,663

  • 6a · Gross rents

    real property $272,430

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $272,430

  • 6d · Net rental income or loss

    total $272,430 · excluded $272,430

  • 7a · Gross sales of assets other than inventory

    securities $7,516,277 · other assets $2,385,908

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

    securities $6,326,823 · other assets $809,772

  • 7c · Gain or loss

    securities $1,189,454 · other assets $1,576,136

  • 7d · Net gain or loss

    total $2,765,590 · excluded $2,765,590

  • 8a · Fundraising events: gross income

    $228,677

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

    $547,732

  • 8b · Fundraising events: direct expenses

    $143,870

  • 8c · Net income from fundraising events

    total $84,807 · excluded $84,807

  • 9a · Gaming: gross income

    $4,000

  • 9b · Gaming: direct expenses

    $854

  • 9c · Net income from gaming

    total $3,146 · excluded $3,146

  • 11a · Other revenue: OTHER INCOME

    total $10,251 · excluded $10,251

  • 11e · Other revenue, total

    $10,251

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $459,585 · program services $289,163 · management and general $45,959 · fundraising $124,463

  • 7 · Other salaries and wages

    total $3,917,940 · program services $3,152,685 · management and general $433,124 · fundraising $332,131

  • 8 · Pension plan contributions

    total $75,186 · program services $61,549 · management and general $7,209 · fundraising $6,428

  • 9 · Other employee benefits

    total $287,765 · program services $237,544 · management and general $25,327 · fundraising $24,894

  • 10 · Payroll taxes

    total $348,024 · program services $283,815 · management and general $27,823 · fundraising $36,386

  • 11b · Fees: legal

    total $39,094 · management and general $39,094

  • 11c · Fees: accounting

    total $132,380 · management and general $132,380

  • 11f · Fees: investment management

    total $20,408 · management and general $20,408

  • 11g · Fees: other

    total $92,886 · program services $64,566 · management and general $28,320

  • 12 · Advertising and promotion

    total $44,435 · program services $14,901 · management and general $6,992 · fundraising $22,542

  • 13 · Office expenses

    total $378,874 · program services $184,595 · management and general $31,627 · fundraising $162,652

  • 14 · Information technology

    total $171,179 · program services $105,218 · management and general $24,708 · fundraising $41,253

  • 16 · Occupancy

    total $510,878 · program services $338,812 · management and general $150,369 · fundraising $21,697

  • 17 · Travel

    total $169,470 · program services $144,147 · management and general $19,561 · fundraising $5,762

  • 20 · Interest

    total $576,762 · program services $576,762

  • 22 · Depreciation, depletion and amortization

    total $939,877 · program services $812,600 · management and general $43,198 · fundraising $84,079

  • 23 · Insurance

    total $196,390 · program services $170,852 · management and general $15,704 · fundraising $9,834

  • 24a · Other expenses: FOOD AND PACKAGING

    total $3,531,354 · program services $3,531,354 · management and general $0 · fundraising $0

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $100,867 · program services $85,618 · management and general $11,364 · fundraising $3,885

  • 24c · Other expenses: IN-KIND EXPENSES

    total $100,590 · program services $100,590 · management and general $0 · fundraising $0

  • 24d · Other expenses: BANK CHARGES

    total $81,827 · program services $31,795 · management and general $20,226 · fundraising $29,806

  • 24e · All other expenses

    total $203,948 · program services $178,421 · management and general $15,579 · fundraising $9,948

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $327,048 · end of year $1,444,408

  • 2 · Savings and temporary cash investments

    beginning of year $2,925,183 · end of year $1,831,421

  • 3 · Pledges and grants receivable

    beginning of year $1,065,632 · end of year $56,952

  • 4 · Accounts receivable

    beginning of year $397,282 · end of year $442,691

  • 8 · Inventories for sale or use

    beginning of year $31,766 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $163,623 · end of year $155,092

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

    $21,497,485

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

    $2,502,067

  • 10c · Land, buildings and equipment, net

    beginning of year $18,963,964 · end of year $18,995,418

  • 11 · Investments: publicly traded securities

    beginning of year $4,501,056 · end of year $2,556,657

  • 12 · Investments: other securities

    beginning of year $933,359 · end of year $3,135,462

  • 15 · Other assets

    beginning of year $1,653,733 · end of year $1,688,118

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,568,530 · end of year $843,994

  • 19 · Deferred revenue

    beginning of year $0 · end of year $22,092

  • 23 · Secured mortgages and notes payable

    beginning of year $11,826,945 · end of year $11,560,780

  • 25 · Other liabilities

    beginning of year $1,684,781 · end of year $1,734,397

  • 27 · Net assets without donor restrictions

    beginning of year $8,319,886 · end of year $9,013,299

  • 28 · Net assets with donor restrictions

    beginning of year $7,562,504 · end of year $7,131,657

Mission and programs · 2024

Mission

MEALS ON WHEELS SAN DIEGO COUNTY'S MISSION IS TO SUPPORT THE INDEPENDENCE AND WELL-BEING OF SENIORS WHO CHOOSE TO AGE IN THEIR HOME OR FOR THOSE THAT ARE UNABLE TO AFFORD QUALITY INSTITUTIONAL CARE AND MUST REMAIN AT HOME. MANY SENIORS EXPERIENCE CHRONIC ILLNESSES AND DISABILITIES THAT OFTEN MAKE ACTIVITIES OF DAILY LIVING DIFFICULT. MEANS ON WHEELS SAN DIEGO COUNTY IS PART OF THE COMMUNITY SAFETY NET SERVING OLDER ADULTS IN THE HOME WITH CARE SERVICES THAT INCLUDE THE DELIVERY OF UP TO TWO FRESH MEALS A DAY, DAILY SAFETY CHECKS (WITH REFERRAL TO OTHER SOCIAL SERVICES IF NECESSARY) AND A FRIENDLY VISIT.

Activities or mission (Part I)

TO EMPOWER SENIORS AND VETERANS TO REMAIN INDEPENDENT BY NOURISHING THEIR BODIES, MINDS AND SPIRITS.

  • MEALS ON WHEELS SAN DIEGO COUNTY SERVES ALL OF SAN DIEGO COUNTY, INCLUDING THE 3,049 SQUARE MILES OF RURAL AND UNINCORPORATED AREAS. OF ALL SENIORS SERVED, 85% ARE CONSIDERED EXTREMELY LOW TO LOW INCOME ACCORDING TO THE 2023 INCOME GUIDELINES BY THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD). WE SUBSIDIZE MORE THAN 63% OF THE COSTS OF MEALS, DELIVERY, AND OTHER SERVICES PROVIDED, REGARDLESS OF A SENIOR'S ABILITY TO PAY. FURTHER SUBSIDIES ARE PROVIDED FOR SENIORS WHO ARE EXPERIENCING SEVERE FINANCIAL DIFFICULTIES. FOR FISCAL 2025 (TAX YEAR 2024), WE SERVED 4,476 HOMEBOUND SENIORS THROUGHOUT SAN DIEGO COUNTY WITH 709,311 MEALS, DAILY SAFETY CHECKS AND FRIENDLY VISITS USING 3,956 TRAINED VOLUNTEERS WHO DONATED 118,653 HOURS DRIVING OVER 690,000 MILES. WE ALSO PROVIDED "ANIMEALS'" TO 466 SENIOR PET COMPANIONS DURING THIS PERIOD. MEALS ON WHEELS CLIENTS REPORT IMPROVED HEALTH, SECURITY AND INDEPENDENCE. FOR MILLIONS OF AMERICANS, MEALS ON WHEELS PROGRAMS ACROSS THE COUNTRY ARE LITERALLY THE DIFFERENCE BETWEEN REMAINING IN THEIR OWN HOMES AND NEEDING TO RELOCATE TO A NURSING FACILITY. THE NUTRITIOUS MEAL, FRIENDLY VISIT AND SAFETY CHECK HELP THEM COPE WITH THREE OF THE BIGGEST THREATS OF AGING: HUNGER, ISOLATION AND LOSS OF INDEPENDENCE. RESEARCH PROVES THAT WHEN SENIORS HAVE THE RIGHT SUPPORT, THEY GAIN GREATER QUALITY OF LIFE, NEED FEWER HOSPITAL STAYS AND LIVE LONGER.

    Expenses $10,364,987 · Revenue $2,580,734

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Margaret Malowney

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Tom Kaylor

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Pam Pendrell

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Betty Torano

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Shane Harris

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Doug Garfield

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Aaron Franz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Maya Madsend

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rick Gentry

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michelle Sterling

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Melissa Hernholm

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Nancy Lazarski

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Becky Mendoza

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David Cohn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bobby Fitzsimmons

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Brent Wakefield

    PRESIDENT AND CEO

    Total calculated
    $220,281
    From this org
    $212,145
    From related orgs
    $0
    Other
    $8,136
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,145
    Bonus
    $0
    Other
    $0
    Deferred
    $6,787
    Nontaxable benefits
    $1,349
    Filer's total
    $220,281

  • Keith Fisher

    CHIEF OPERATIONS OFFICER

    Total calculated
    $180,325
    From this org
    $174,310
    From related orgs
    $0
    Other
    $6,015
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,310
    Bonus
    $0
    Other
    $0
    Deferred
    $4,958
    Nontaxable benefits
    $1,057
    Filer's total
    $180,325

  • Patrick Zondler

    SENIOR PROJECTS DIRECTOR

    Total calculated
    $133,611
    From this org
    $117,755
    From related orgs
    $0
    Other
    $15,856
    Hours/week
    40

  • Matthew Topper

    CONTROLLER

    Total calculated
    $147,901
    From this org
    $128,474
    From related orgs
    $0
    Other
    $19,427
    Hours/week
    40

  • Amie Brown

    CHIEF EXTERNAL AFFAIRS OFFICER

    Total calculated
    $147,347
    From this org
    $134,779
    From related orgs
    $0
    Other
    $12,568
    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 · Form 990 of other organizations
  • 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
2024
Filed
5 February 2026
IRS schema version
2024v5.5
Source object
202640379349301324

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