2025-08-14T14:43:44-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2023-10-01 751555153 MEALS ON WHEELS NORTH CENTRAL TEXAS INC MEAL 8888696325 203 KIMBERLY DR CLEBURNE TX 76031 LARRY TRAMMELL TREASURER 8888696325 2025-08-14 1 1 LACEY M QUATSOE P01300865 4078021200 2025-08-12 2023 2025-03-06 01:10:19Z LARRY TRAMMELL 203 KIMBERLY DR CLEBURNE TX 76031 3464827 0 X WWW.MOWNCT.ORG X 1976 TX PROVIDE HOME-DELIVERED AND CONGREGATE MEALS TO SENIOR CITIZENS AND THE DISABLED. 9 9 37 540 0 0 3668113 3400841 25081 22121 126952 18461 -8849 4079 3811297 3445502 787773 936171 0 0 1067154 1067545 0 0 269423 729303 965531 2584230 2969247 1227067 476255 6964079 6243701 1532469 335836 5431610 5907865 ORGANIZATION PROVIDES SERVICES TO SENIOR CITIZENS AND THE DISABLED, PRIMARILY THROUGH HOME-DELIVERED MEALS AND CONGREGATE MEALS. 0 0 2357757 936171 22121 THE ORGANIZATION PROVIDES VARIOUS NUTRITION SERVICES TO THE ELDERLY, INCLUDING HOME-DELIVERED MEALS AND CONGREGATE MEALS. THE ORGANIZATION ALSO PROVIDES OTHER SPECIAL SERVICES TO SENIOR CITIZENS AND THE DISABLED. 2357757 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 37 1 0 0 0 0 0 1 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 0 0 X X CHRISTINE HOCKIN-BOYD 8888696325 203 KIMBERLY DR CLEBURNE TX 76031 KEN FINCH CHAIRMAN 1.00 0.00 X X 0 0 0 MARGIE WRIGHT VICE-CHAIRMAN (THRU 2/24) 1.00 0.00 X X 0 0 0 MISTY LOUTHAN TREASURER 1.00 0.00 X X 0 0 0 LYNDA SLOAN SECRETARY 1.00 0.00 X X 0 0 0 TARA HUFFMAN TRUSTEE 1.00 0.00 X 0 0 0 JULISSA MARTINEZ TRUSTEE (THRU 12/23) 1.00 0.00 X 0 0 0 ROB ORR TRUSTEE 1.00 0.00 X 0 0 0 WILL TURNER TRUSTEE 1.00 0.00 X 0 0 0 RHYAN ANDERSON VICE-CHAIRMAN (AS OF 6/24) 1.00 0.00 X X 0 0 0 LORAINE PITTENGER TRUSTEE (AS OF 2/24) 1.00 0.00 X 0 0 0 CRYSTAL RICHARDSON TRUSTEE (AS OF 4/24) 1.00 0.00 X 0 0 0 CHRISTINE HOCKIN-BOYD EXECUTIVE DIRECTOR 40.00 0.00 X 84272 0 14861 84272 0 14861 0 0 0 0 0 30000 113326 1599714 1657801 8363 3400841 PROGRAM INCOME 624210 22121 22121 22121 10461 10461 8000 0 8000 8000 8000 14989 113326 16745 -1756 -1756 8415 2580 5835 5835 3445502 22121 0 22540 936171 936171 108725 38054 35879 34792 781315 669688 45579 66048 19606 17848 585 1173 77922 67862 3971 6089 79977 64256 6966 8755 105 58 35 12 168995 168995 72254 3020 2725 66509 85079 46633 28565 9881 52388 36461 4149 11778 111756 90285 6729 14742 112024 111723 224 77 13306 1526 748 11032 56020 33219 8501 14300 204692 188963 6921 8808 15506 8499 5206 1801 EQUIPMENT & MAINTENANCE 31096 23788 4219 3089 PROGRAM SENIOR CARE 27568 15110 9256 3202 IN-KIND SUPPLIES 6363 6363 LICENSES & PERMITS 256 140 86 30 8123 4453 2728 942 2969247 2357757 342067 269423 97477 179017 1079283 507602 605352 324883 0 22821 34242 5800841 602884 5158346 5197957 800 0 6964079 6243701 213469 335836 1319000 0 1532469 335836 X 5347676 5781628 83934 126237 5431610 5907865 6964079 6243701 476255 0 X 0 1 X 1 0 X 2999307 4215418 2957691 3668113 3400841 17241370 22500 22500 2999307 4215418 2957691 3690613 3400841 17263870 2392717 14871153 2512 98905 51458 37097 10461 200433 189531 240565 184012 13590 23404 651102 18115405 236520 0.82090 0.87440 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2019 AMOUNT: $ 189,531. 2020 AMOUNT: $ 240,565. 2021 AMOUNT: $ 184,012. 2022 AMOUNT: $ 13,590. 2023 AMOUNT: $ 14,989. GAMING - 2023 AMOUNT: $ 8,415. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 116300 116300 4898407 204013 4694394 565507 292765 272742 220627 106106 114521 5197957 X 3464827 0 3464827 -19325 -19325 3445502 2988572 19325 19325 2969247 0 2969247 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -19,325. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 19,325. GOLF 104555 94588 9967 5500 1887 4290 CLAY SHOOT 23760 18738 5022 5022 46 128315 113326 14989 10522 1887 4336 16745 -1756 1 SENIOR CITIZEN MEALS 223093 936171 FMV MEAL COSTS LINE 2: THE GRANTS GIVEN ONLY INCLUDE FOOD/MEALS. NO CASH GRANTS ARE GIVEN OUT THAT REQUIRE ADDITIONAL MONITORING. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE AND THE OFFICERS OF THE CORPORATION SHALL BE ONE AND THE SAME. THE EXECUTIVE COMMITTEE SHALL BE MADE UP OF THE CHAIRPERSON, VICE-CHAIR, TREASURER, SECRETARY, AND IMMEDIATE PAST CHAIRPERSON (IF ELIGIBLE TO CONTINUE ON THE BOARD OF TRUSTEES). THE EXECUTIVE COMMITTEE SHALL ACT ON BEHALF OF THE BOARD OF TRUSTEES BETWEEN BOARD OF TRUSTEE MEETINGS, AND ALL ACTIONS TAKEN SHALL BE SUBJECT TO DISCUSSION AND APPROVAL BY THE BOARD OF TRUSTEES AT THEIR NEXT MEETING. THE EXECUTIVE COMMITTEE AND THE EXECUTIVE DIRECTOR SHALL MEET ANNUALLY TO SUBMIT A LONG RANGE PLAN AND YEARLY OPERATIONAL BUDGET TO BE PRESENTED TO THE BOARD OF TRUSTEES FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDES A COPY OF THE FORM 990 TO ALL MEMBERS OF ITS GOVERNING BODY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION WILL ENTER INTO NO CONTRACT BETWEEN ITSELF AND ONE OR MORE OF ITS TRUSTEES, VOLUNTEERS, OR EMPLOYEES, OR BETWEEN ITSELF AND ANY OTHER CORPORATION, PARTNERSHIP, ASSOCIATION, OR OTHER ORGANIZATION IN WHICH ONE OR MORE TRUSTEES, VOLUNTEERS, OR EMPLOYEES ARE DIRECTORS OR OFFICERS, OR HAVE A FINANCIAL INTEREST, UNLESS: 1. THE MATERIAL FACTS AS TO THE RELATIONSHIP OR INTEREST AND AS TO THE CONTRACT OR TRANSACTION ARE DISCLOSED AND KNOWN TO THE BOARD OF TRUSTEES AND THE BOARD IN GOOD FAITH AUTHORIZES THE CONTRACT OR TRANSACTION BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE DISINTERESTED TRUSTEES WHICH CONSTITUTE A QUORUM OF THE BOARD; AND 2. THE CONTRACT IS CONSIDERED FAIR BY THE BOARD OF TRUSTEES AS OF THE TIME IT IS AUTHORIZED, APPROVED, OR RATIFIED. ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE ANNUAL CONFLICT OF INTEREST DISCLOSURES. WHEN A POTENTIAL CONFLICT ARISES, IT IS REVIEWED BY THE BOARD OR A DESIGNATED COMMITTEE. IF A CONFLICT IS CONFIRMED, THE INDIVIDUAL INVOLVED MUST RECUSE THEMSELVES FROM RELATED DISCUSSIONS AND DECISIONS. THE ORGANIZATION DOCUMENTS THESE ACTIONS IN MEETING MINUTES. THE ORGANIZATION ACTIVELY MONITORS COMPLIANCE WITH THE POLICY AND INCLUDES ENFORCEMENT MECHANISMS TO ENSURE TRANSPARENCY AND ACCOUNTABILITY. THIS PROCESS IS REVIEWED ANNUALLY AND UPDATED AS NEEDED. FORM 990, PART VI, SECTION B, LINE 15A THE NONPROFIT SHALL ANNUALLY EVALUATE THE EXECUTIVE DIRECTOR ON HIS/HER PERFORMANCE. THE EXECUTIVE COMMITTEE WILL OBTAIN RESEARCH AND INFORMATION TO MAKE A RECOMMENDATION TO THE FULL BOARD FOR THE COMPENSATION (SALARY AND BENEFITS) OF THE EXECUTIVE DIRECTOR BASED ON A REVIEW OF COMPARABILITY DATA. FOR EXAMPLE, THEY WILL SECURE DATA THAT DOCUMENTS COMPENSATION LEVELS AND BENEFITS FOR SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. THIS DATA MAY INCLUDE THE FOLLOWING: - SALARY AND BENEFIT COMPENSATION STUDIES BY INDEPENDENT SOURCES; - DOCUMENTED TELEPHONE CALLS ABOUT SIMILAR POSITIONS AT BOTH NONPROFIT AND FOR-PROFIT ORGANIZATIONS; AND - INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE AS REQUESTED.