Form 990 for tax year 2022

Filed by MEALS ON WHEELS OF RI INC.

Totals

Total revenue: $4,812,812
Total expenses: $3,720,616
Contributions and grants received: $4,056,368
Grants paid: $0
Program service revenue: $508,748
Investment income: $56,376
Other revenue: $191,320
Total assets, end of year: $7,900,680
Total liabilities, end of year: $210,976
Net assets or fund balances, end of year: $7,689,704
Program services expenses (Part IX): $2,848,895
Management and general expenses: $630,682
Fundraising expenses: $241,039
Program service expenses (Part III): $2,848,895

Program services were 76.6% 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.

1e · Government grants (contributions)

$2,891,204
1f · All other contributions, gifts and grants

$1,165,164
2a · Program service revenue: HOME DELIVERED PROGRAM REVENUE

total $499,733 · related or exempt $499,733
2b · Program service revenue: CONGREGATE REVENUE

total $9,015 · related or exempt $9,015
3 · Investment income

total $92,074 · excluded $92,074
7a · Gross sales of assets other than inventory

securities $4,853,004
7b · Less cost or other basis and sales expenses

securities $4,888,702
7c · Gain or loss

securities -$35,698
7d · Net gain or loss

total -$35,698 · excluded -$35,698
8a · Fundraising events: gross income

$227,199
8b · Fundraising events: direct expenses

$43,062
8c · Net income from fundraising events

total $184,137 · excluded $184,137
11a · Other revenue: MISCELLANEOUS INCOME

total $7,183 · excluded $7,183
11e · Other revenue, total

$7,183

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $180,036 · program services $108,418 · management and general $53,331 · fundraising $18,287
7 · Other salaries and wages

total $795,099 · program services $478,807 · management and general $235,533 · fundraising $80,759
8 · Pension plan contributions

total $10,849 · program services $6,533 · management and general $3,214 · fundraising $1,102
9 · Other employee benefits

total $80,590 · program services $48,531 · management and general $23,873 · fundraising $8,186
10 · Payroll taxes

total $70,131 · program services $42,233 · management and general $20,775 · fundraising $7,123
11f · Fees: investment management

total $13,272 · management and general $13,272
11g · Fees: other

total $100,713 · program services $27,000 · management and general $73,713
12 · Advertising and promotion

total $103,880 · program services $28,845 · management and general $41,850 · fundraising $33,185
13 · Office expenses

total $118,426 · program services $56,797 · management and general $39,920 · fundraising $21,709
14 · Information technology

total $77,755 · program services $21,591 · management and general $31,325 · fundraising $24,839
16 · Occupancy

total $96,817 · program services $58,304 · management and general $28,679 · fundraising $9,834
17 · Travel

total $39,884 · program services $11,075 · management and general $16,068 · fundraising $12,741
22 · Depreciation, depletion and amortization

total $84,507 · program services $64,729 · management and general $19,778
23 · Insurance

total $62,581 · program services $17,377 · management and general $25,212 · fundraising $19,992
24a · Other expenses: MEAL COST

total $1,875,804 · program services $1,875,804
24b · Other expenses: PROFESSIONAL DEVELOPMEN

total $5,794 · program services $1,608 · management and general $2,335 · fundraising $1,851
24c · Other expenses: BAD DEBT

total $4,478 · program services $1,243 · management and general $1,804 · fundraising $1,431

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $539,558 · end of year $1,626,963
2 · Savings and temporary cash investments

beginning of year $7,974 · end of year $4,876
3 · Pledges and grants receivable

beginning of year $907,968 · end of year $766,174
4 · Accounts receivable

beginning of year $82,495 · end of year $3,686
9 · Prepaid expenses and deferred charges

beginning of year $3,559 · end of year $4,108
10a · Land, buildings and equipment: cost or other basis

$1,262,297
10b · Land, buildings and equipment: accumulated depreciation

$652,165
10c · Land, buildings and equipment, net

beginning of year $562,636 · end of year $610,132
11 · Investments: publicly traded securities

beginning of year $4,407,578 · end of year $4,229,977
15 · Other assets

beginning of year $770,804 · end of year $654,764
17 · Accounts payable and accrued expenses

beginning of year $98,958 · end of year $210,976
27 · Net assets without donor restrictions

beginning of year $6,306,762 · end of year $6,884,940
28 · Net assets with donor restrictions

beginning of year $876,852 · end of year $804,764

Mission and programs · 2022

Mission

TO MEET THE NUTRITIONAL AND OTHER SPECIAL NEEDS OF OLDER ADULTS AND OTHER ELIGIBLE POPULATIONS IN ORDER TO HELP THEM MAINTAIN THEIR INDEPENDENT LIFESTYLES. OUR IMPACT IS EVIDENCED BY THE NUMBER OF CLIENTS SERVED BY OUR HOME-DELIVERED AND CONGREGATE MEAL PROGRAMS. IN TOTAL, MORE THAN 3,300 SENIORS AND OTHERS LIVING WITH DISABILITIES BENEFITTED FROM OUR PROGRAMS DURING THE YEAR.

HOME-DELIVERED MEAL PROGRAM SERVICE ACCOMPLISHMENTS: MEALS ON WHEELS OF RI'S HOME-DELIVERED MEAL PROGRAM IS THE ONLY NONPROFIT HOME-DELIVERED PROGRAM IN RHODE ISLAND THAT OFFERS STATEWIDE SERVICE OF FULLY PREPARED MEALS, WHICH MEET ONE-THIRD OF A SENIOR'S DAILY DIETARY ALLOWANCE, ALONG WITH A SAFETY-ASSURING WELL-BEING CHECK. IN 2022, THIS PROGRAM DELIVERED 355,538 MEALS. THIS PROGRAM OFFERS SERVICE TO THOSE AGED 60 OR OLDER OR THOSE WHO ARE YOUNGER AND QUALIFIED THROUGH A STATE-FUNDED PROGRAM, WHO ARE HOMEBOUND AND UNABLE TO SAFELY PREPARE MEALS FOR THEMSELVES DUE TO PHYSICAL AND/OR PSYCHOLOGICAL CONDITIONS. QUALIFIED PARTICIPANTS CAN RECEIVE MEALS FIVE DAYS PER WEEK AND ONE LUNCHTIME MEAL PER WEEKDAY THAT MEETS NUTRITIONAL STANDARDS AS SET BY THE OLDER AMERICANS ACT. MENUS ARE DEVELOPED BY A REGISTERED NUTRITIONIST AND ADAPTED TO MEET APPLICABLE CLIENT PREFERENCES. CLIENT ELIGIBILITY IS VERIFIED THROUGH THE REFERRAL PROCESS. A POTENTIAL CLIENT, FAMILY MEMBER, HEALTH CARE PROFESSIONAL OR ANOTHER INVESTED PARTY WITH KNOWLEDGE OF THE POTENTIAL CLIENT'S HEALTH CAN MAKE A REFERRAL BY PHONE OR THROUGH OUR WEBSITE. UPON CONFIRMATION THAT THE POTENTIAL CLIENT MEETS PROGRAM CRITERIA, THEY ARE ENROLLED INTO THE PROGRAM. CLIENT INFORMATION, NUTRITIONAL NEEDS AND PREFERENCES, NUMBER OF MEALS RECEIVED, AND OTHER INFORMATION REQUIRED TO MEET REPORTING GUIDELINES, IS MAINTAINED IN THE SERVTRACKER DATABASE.THE MEALS ARE PREPARED AND PACKAGED BY THE CONTRACTED CATERER BEFORE BEING DROPPED OFF AT 21 STATEWIDE LOCATIONS - MEAL DISPATCH SITES - WHERE A DEDICATED SPACE HAS BEEN DONATED. TRAINED DRIVERS PICK UP THE MEALS FROM THAT SPACE AND DELIVER TO THE HOMES OF RECIPIENTS IN THEIR COMMUNITY. MEALS ARE DELIVERED IN A CHILLED STATE SO THAT THE CLIENT CAN REHEAT, BY MICROWAVE OR CONVENTIONAL OVEN, AT THE TIME OF DAY THEY PREFER TO EAT. THERE IS NO CHARGE OR FINANCIAL REQUIREMENT FOR PROGRAM PARTICIPATION; A VOLUNTARY SUGGESTED DONATION OF $3.00 PER MEAL IS REQUESTED FROM CLIENTS. INSTRUCTIONS ARE PROVIDED FOR EACH CLIENT IN THE CASE THAT SOMEONE DOES NOT ANSWER THE DOOR FOR THEIR MEAL DELIVERY. DEPENDENT ON THE CLIENT, DELIVERY DRIVERS MAY CALL THE CLIENT DIRECTLY OR CALL THE PROVIDENCE HEADQUARTERS. IF THE CLIENT IS NOT REACHABLE VIA PHONE, OFFICE STAFF WILL CALL THE CLIENT'S EMERGENCY CONTACT. IN THE CASE THAT THE EMERGENCY CONTACT IS NOT REACHABLE, OFFICE STAFF WILL CONTACT LOCAL POLICE TO DO A WELLNESS CHECK. RESEARCH BY MEALS ON WHEELS AMERICA REPORTS THAT OLDER ADULTS WHO RECEIVE A HOME-DELIVERED MEAL PROGRAM SERVICE ARE MORE LIKELY TO REPORT IMPROVEMENTS IN PHYSICAL HEALTH AS WELL AS IN FEELINGS OF LONELINESS, TO EXPERIENCE REDUCED RATES OF FALLS AND WORRIES ABOUT BEING ABLE TO REMAIN LIVING IN THEIR OWN HOMES. MEALS ON WHEELS AMERICA ALSO REPORTS THAT SENIORS CAN BENEFIT FROM REDUCED EMERGENCY ROOM VISITS AND HOSPITALIZATIONS WITHIN JUST 30 DAYS OF STARTING A HOME-DELIVERED MEAL PROGRAM. OUR APPROACH IS ALSO COST-EFFECTIVE: MEALS ON WHEELS OF RI CAN DELIVER A YEAR'S WORTH OF MEALS TO A CLIENT FOR THE SAME COST AS ONE DAY IN THE HOSPITAL OR ONE WEEK IN A NURSING HOME WHICH SAVES THE STATE MILLIONS OF DOLLARS IN MEDICAID AND MEDICARE COSTS.

Expenses $2,643,331 · Revenue $499,733
CONGREGATE PROGRAM SERVICE ACCOMPLISHMENTS: MEALS ON WHEELS OF RI'S CAPITAL CITY CAFE AND SENIOR RESTAURANT PROGRAMS ARE DESIGNED FOR MORE MOBILE SENIORS. THE R.I. OFFICE OF HEALTHY AGING HAS DIVIDED THE STATE INTO FIVE REGIONS FOR CONGREGATE MEALS; THE CAPITAL CITY CAFE PROGRAM IS THE DESIGNATED PROVIDER FOR CONGREGATE MEAL SITES IN PROVIDENCE, INCLUDING A MONTHLY LGBTQIA+ DINING SITE. ADDITIONALLY, THE PROGRAM MANAGES THE SENIOR RESTAURANT (VOUCHER) PROGRAM. IN 2022, THESE PROGRAMS PROVIDED 18,584 MEALS. RHODE ISLAND RESIDENTS AGED 60 AND OLDER QUALIFY FOR THE CAPITAL CITY CAFE PROGRAM. PROGRAM PARTICIPATION RESULTS IN IMPROVED NUTRITION, IMPROVED SOCIALIZATION, AND ENHANCED ACCESS TO NUTRITION EDUCATION. PARTICIPANTS RECEIVE ONE LUNCHTIME MEAL AT A COMMUNITY DINING SITE, OFFERED ON WEEKDAYS. PARTICIPANTS MUST COMPLETE AN ENROLLMENT FORM (PERSONAL INFORMATION FORM) PRIOR TO THEIR FIRST ATTENDANCE; THIS CAN BE COMPLETED AT THE CAFE SITE PRIOR TO MEAL SERVICE. DINING RESERVATIONS ARE REQUIRED. MEALS, WHICH ARE SERVED HOT, MEET NUTRITIONAL STANDARDS AS SET BY THE OLDER AMERICANS ACT. OUR CONTRACTED CATERER PREPARES THE MEALS AND DELIVERS THEM TO THE CAFE SITES ON SERVICE DAYS. TRAINED SITE MANAGERS AND VOLUNTEERS FACILITATE DAILY DINING SERVICE. THERE IS NO CHARGE OR FINANCIAL REQUIREMENT FOR PROGRAM PARTICIPATION, BUT CLIENTS ARE ASKED TO MAKE A VOLUNTARY SUGGESTED CONTRIBUTIONS OF $3.00 PER MEAL. IN 2022, THERE WERE EIGHT CAFE SITES WITHIN THE PROGRAM. THE SENIOR RESTAURANT PROGRAM IS AVAILABLE TO ALL RHODE ISLAND RESIDENTS AGED 60 AND OLDER. PARTICIPANTS OBTAIN A VOUCHER FROM MEALS ON WHEELS OF RI, WHICH CAN BE PICKED UP FROM OUR PROVIDENCE HEADQUARTERS OR BY MAIL AND EXCHANGE IT FOR A MEAL AT A PARTICIPATING RESTAURANT. MEALS ARE PRE-SELECTED AND MEET NUTRITIONAL STANDARDS AS SET BY THE OLDER AMERICANS ACT.

Expenses $144,017 · Revenue $9,015
OPERATING IN ACCORDANCE WITH ITS 2025 STRATEGIC PLAN, MOWRI ENGAGED IN PILOT PROJECTS TO INNOVATE AND SCALE ITS MODEL. THE ORGANIZATION WAS AWARDED AN AMERICORPS SENIOR DEMONSTRATION GRANT TO ENHANCE THE VOLUNTEER EXPERIENCE, CONTRACTED WITH A HEALTH PLAN TO DELIVER SHELF-STABLE FOOD BAGS, AND WITH A LOCAL HOSPITAL TO DELIVER MEALS TO PREGNANT WOMEN AND THEIR FAMILES.

Expenses $61,547

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

COREY MCCARTY

CHAIR

Total calculated

$0

Hours/week

4
MEGAN HERNE

VICE CHAIR

Total calculated

$0

Hours/week

4
JACLYN COTTER

SECRETARY

Total calculated

$0

Hours/week

4
CHRISTINA PITNEY

TREASURER

Total calculated

$0

Hours/week

4
KEVIN MILLONZI

BOARD MEMBER

Total calculated

$0

Hours/week

2
JOE ROTELLA

BOARD MEMBER

Total calculated

$0

Hours/week

2
KRISTIN MATSKO ESQ

BOARD MEMBER

Total calculated

$0

Hours/week

2
LAUREN AMARAL

BOARD MEMBER

Total calculated

$0

Hours/week

2
JAMES JOLY

BOARD MEMBER

Total calculated

$0

Hours/week

2
HELEN MACDONALD

BOARD MEMBER

Total calculated

$0

Hours/week

2
STEPHANIE MCCAFFREY

BOARD MEMBER

Total calculated

$0

Hours/week

2
DR MARYLOU BUYSE

BOARD MEMBER

Total calculated

$0

Hours/week

2
ELIZABETH PHILLIPS ESQ

BOARD MEMBER

Total calculated

$0

Hours/week

2
JOCELYN NACCI

BOARD MEMBER

Total calculated

$0

Hours/week

2
TED FISHER

BOARD MEMBER

Total calculated

$0

Hours/week

2
PHANIDA PHIVILAY

BOARD MEMBER

Total calculated

$0

Hours/week

2
GREG SOLMAN

BOARD MEMBER

Total calculated

$0

Hours/week

2
MEGHAN GRADY

EXECUTIVE DIRECTOR

Total calculated

$136,223

From this org

$130,327

From related orgs

$0

Other

$5,896

Hours/week

40
KEREN DELA CRUZ

DIRECTOR OF FINANCE

Total calculated

$43,813

From this org

$43,813

From related orgs

$0

Other

$0

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2022
Filed: 28 September 2023
IRS schema version: 2022v5.0
Source object: 202302769349300830

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