2024-04-03T12:20:22-07:00 2023-09-30 990 2022-10-01 952660509 MEALS-ON-WHEELS GREATER SAN DIEGO INC MEAL 6192606110 2254 San Diego Avenue Suite 200 San Diego CA 92110 Brent Wakefield President and CEO 6192606110 2024-04-03 Brent Wakefield 999009999 1 1 11 0 AAL2 X 2022 2023-04-26 12:10:37Z Meals on Wheels San Diego County Brent Wakefield 2254 San Diego Avenue Suite 200 San Diego CA 92110 9602363 0 X www.meals-on-wheels.org X 1970 CA Meals on Wheels supports the independence and well-being of seniors by providing regular nutrition and daily contact and wellness checks by caring volunteers. Meals prepared using Area Agency on Aging Nutrition Center guidelines are delivered to seniors homes throughout San Diego County. 14 14 114 3506 0 0 4328357 5748442 2480267 2508323 751728 641580 209580 237845 7769932 9136190 0 0 0 0 4051130 4617754 136308 107871 821109 3708695 4186461 7896133 8912086 -126201 224104 15090572 29709930 379345 14666416 14711227 15043514 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. Meals 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. 0 0 7392800 0 2508323 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 seniors' ability to pay. Further subsidies are provided for seniors who are experiencing severe financial difficulties. For fiscal 2023 (tax year 2022), we served over 4,300 homebound seniors throughout San Diego County with 628,593 meals, daily safety checks and friendly visits using 3,506 trained volunteers who donated more than 119,000 hours driving over 775,000 miles. We also provided "AniMeals'"to 731 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. 0 0 0 7392800 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 1 114 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X Matthew Topper 6192606110 2254 San Diego Avenue Suite 200 San Diego CA 921102944 Brent Wakefield President and CEO 40 0 X X X 224902 0 6423 Matthew Topper Chief Financial Officer 40 0 X X 116830 0 32872 Amie Brown Chief External Affairs Officer 40 0 X X 112203 0 17971 Patrick Zondler Senior Projects Director 40 0 X 106442 0 14400 Ryan Belmer Trustee 1 0 X 0 0 0 David Cohn Trustee 1.00 0 X 0 0 0 Drew Deckman Trustee 1.00 0 X 0 0 0 Aaron Franz Trustee 1 0 X 0 0 0 Doug Garfield Trustee 1 0 X 0 0 0 Bobby Fitzsimmons Trustee 1.00 0 X 0 0 0 Nancy Lazarski Board Chair 2 0 X X 0 0 0 Rick Gentry Trustee 1 0 X 0 0 0 Antoinette Middleton Trustee 1 0 X 0 0 0 Shane Harris Trustee 1 0 X 0 0 0 Margaret Malowney Vice Chair 2.00 0 X X 0 0 0 Pam Pendrell Trustee 2 0 X 0 0 0 Kenneth Stauderman Secretary 2 0 X X 0 0 0 Betty Torano Trustee 1 0 X 0 0 0 560377 0 71666 4 0 1 0 4154 0 126582 0 120213 5497493 171413 5748442 Fees for services 624120 2508323 2508323 0 0 0 0 0 0 2508323 487533 0 0 487533 0 0 0 0 0 0 0 0 0 0 418284 40500 292235 12502 126049 27998 154047 0 0 154047 355441 126582 161436 194005 0 194005 Other income 624120 43840 43840 0 0 0 0 0 0 43840 9136190 2552163 0 835585 0 0 0 0 0 0 0 0 721447 370338 190752 160357 0 0 0 0 3279091 2921790 196799 160502 47051 35231 7476 4344 267396 238580 15320 13496 302769 257130 22744 22895 0 0 0 0 8475 0 8475 0 29185 0 29185 0 0 0 0 0 107871 107871 28265 0 28265 0 290160 164548 70180 55432 34540 9834 406 24300 401763 234295 49219 118249 165757 106208 27492 32057 0 0 0 0 417679 399214 12307 6158 205190 199580 3158 2452 0 0 0 0 25433 12267 9596 3570 0 0 0 0 1200 600 0 600 267706 238641 14587 14478 119612 99822 9907 9883 Food and packaging 1965883 1965883 0 0 In-kind expenses 105601 105601 0 0 Printing and materials 98019 11245 2309 84465 Bad debts 16766 16766 0 0 5227 5227 0 0 8912086 7392800 698177 821109 0 9542932 11683259 266100 325954 67709 46475 68437 67843 13666005 1727622 1535678 11938383 3595280 3858364 14436 1789652 15090572 29709930 379345 1197605 11826945 1641866 379345 14666416 X 10915582 10626914 3795645 4416600 14711227 15043514 15090572 29709930 224104 108183 0 0 0 0 X 0 1 X 1 0 X 2503978 4192106 3238825 2969802 3706054 16610765 2503978 4192106 3238825 2969802 3706054 16610765 0 16610765 250240 209205 180679 163773 487533 1291430 0 0 0 0 0 0 37631 39459 38671 45980 43840 205581 18107776 11562343 0.91733 0.93272 X Schedule A, Part II, Line 10 Includes other miscellaneous related income RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3595280 0 369803 0 103250 3469 3858364 4576204 0 -772840 0 204557 3527 3595280 3910188 0 860955 0 191055 3884 4576204 3802034 54619 147957 0 177880 3150 3823580 3843238 2500 137394 0 169548 3218 3810366 0 0.79 0.21 0 0 0 6662036 6662036 0 4684604 488646 4195958 0 462127 325306 136821 0 1857238 913670 943568 0 0 0 0 11938383 Right of use asset operating leases, net of accumulated amortization 1733585 Right of use asset finance leases, net of accumulated amortization 41631 Deposits 14436 1789652 0 Lease liabilities - operating lease, net of current portion 1626869 Lease liabilities - finance leases, net of current portion 14997 1641866 9216108 108183 0 0 0 108183 9107925 28265 0 28265 9136190 8883821 0 0 0 0 0 8883821 28265 0 28265 8912086 Schedule D, Part V, Line 4 Income from the endowment fund is used to support the organization's overall mission. X 0 All States Annual Gala 395797 106506 289291 0 0 0 0 0 0 Holiday Concert 66150 0 66150 0 0 0 0 0 0 1 20076 20076 0 0 0 0 0 0 0 482023 126582 355441 0 0 0 0 0 0 0 355441 X X X X X 0 0 0 0 0 0 0 0 0 Brent Wakefield President and CEO 204564 0 20339 0 6458 0 0 0 0 0 231361 0 0 0 X 24 16837 Invoices and donor estimates X Volunteer supplies 14 3526 Donor estimates and invoices X Office supplies 23 3764 Donor estimates and invoices X Senior gifts and supplies 350 81473 Donor estimates and invoices X Gala auction items 110 63367 Invoices and donor estimates X Other Gala items 11 2390 Donor estimates and invoices 0 0 1 1 Schedule M, Part I, Line 32b Cars 2 Charities receives, processes, and sells vehicles donated to Meals on Wheels San Diego County Form 990, Part VI, Section B, Line 11b The Board of Trustees reviews and gives final approval to the independently audited financial statements for the fiscal year and the form 990 is prepared from and reconciled to these audited statements. Management reviews the draft form 990 and after initial approval Board of Trustees members are provided a copy for review. Form 990, Part VI, Section B, Line 12c Each Trustee is required to annually confirm no conflict of interest exists with the organization. If the Board becomes aware of a potential conflict at any time the affected member is removed. Form 990, Part VI, Section B, Line 15 The Executive Committee of the Board of Trustees is responsible for compensation determination and comparability of the CEO and CFO salaries and makes recommendations to the full Board for final approval. This committee maintains written records. Form 990, Part VI, Section C, Line 19 The governing documents, conflict of interest policy, and financial statements are on file at the corporate office and are available upon request. Audited financial statements and form 990s are also available to view and download on the agency web site. IRS Approved automatic extension through 8/15/2024