2025-04-05T07:15:32-07:00 2024-12-31 954714490 SCHMIDTCHEN ALVARADO & CO 1826 STATE ST SANTA BARBARA CA 93101 990 2024-01-01 510139577 SANTA BARBARA MEALS ON WHEELS INC SANT 8056831565 P O Box 6099 Santa Barbara CA 93160 MANNY FERNANDEZ Treasurer 2025-04-05 true true Patrick Hartmann CPA P00037054 8059630881 2024 2025-03-06 01:10:19Z P O Box 6099 Santa Barbara CA 931606099 1313573 false X www.mealsonwheelssb.org X 1975 CA SANTA BARBARA MEALS ON WHEELS, INC. IS DEDICATED TO DELIVERING AN AFFORDABLE, FRESHLY-PREPARED MEAL EVERY DAY OF THE YEAR - 365 DAYS A YEAR - TO ELDERLY AND HOMEBOUND RESIDENTS OF OUR COMMUNITY, PROVIDING BOTH NUTRITION AND PERSONAL INTERACTION IN SUPPORT OF THEIR EFFORTS TO LIVE INDEPENDENTLY, WITH DIGNITY, AS LONG AS THEY ARE ABLE. 8 8 1 96 0 136911 471331 231027 261588 46973 154810 0 414911 887729 0 0 34458 85198 0 0 428121 463208 462579 548406 -47668 339323 1630016 1963580 30878 25119 1599138 1938461 SANTA BARBARA MEALS ON WHEELS, INC. IS DEDICATED TO DELIVERING AN AFFORDABLE, FRESHLY-PREPARED MEAL EVERY DAY OF THE YEAR - 365 DAYS A YEAR - TO ELDERLY AND HOMEBOUND RESIDENTS OF OUR COMMUNITY, PROVIDING BOTH NUTRITION AND PERSONAL INTERACTION IN SUPPORT OF THEIR EFFORTS TO LIVE INDEPENDENTLY, WITH DIGNITY, AS LONG AS THEY ARE ABLE. false false 501039 261588 48,937 HOT MEALS WERE DELIVERED TO ELDERLY AND HOME-BOUND INDIVIDUALS; MEALS ARE DELIVERED 365 DAYS A YEAR. CLIENTS PAY FOR MEALS ON A SLIDING SCALE BASED ON FINANCIAL RESOURCES AVAILABLE; ALL MEALS ARE SUBSIDIZED TO AT LEAST SOME EXTENT VIA CHARITABLE CONTRIBUTIONS AND INVESTMENT INCOME. VOLUNTEER DRIVERS ARE REIMBURSED FOR MILEAGE; THEIR TIME IS DONATED IN ALL CASES. 501039 true true false false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 false 1 true false false false false false false false 0 false false false false false false false X 8 8 false false false false false false false true true false false false true false true true true false false false CA X MANNY FERNANDEZ 8056831565 5076 HOLLISTER 257 GOLETA CA 93110 X SANDY NORDAHL CO-PRESIDENT 2.00 0.00 X X 0 0 0 JUDY MILIAM Vice President 2.00 0.00 X X 0 0 0 MATTHEW NEHMER Director 2.00 0.00 X X 0 0 0 MANNY FERNANDEZ Treasurer 2.00 0.00 X X 0 0 0 COLLEEN DENNIS Secretary 2.00 0.00 X 0 0 0 ULTHA NIRAULA Director 2.00 0.00 X 0 0 0 STUART FUSS Director 2.00 0.00 X 0 0 0 AMY BURKE CO-PRESIDENT 2.00 0.00 X 0 0 0 0 false false false 0 55000 416331 471331 PAYMENTS FOR MEALS 624210 261588 261588 261588 57104 57104 0 0 0 523550 425844 97706 97706 2343 95363 0 0 0 0 887729 263931 152467 0 0 0 0 0 0 76809 69128 7681 0 0 8389 7550 839 0 0 8416 7574 842 0 0 18261 18261 0 0 10273 9246 1027 0 0 9120 8208 912 0 0 0 0 0 0 5787 5208 579 COST OF MEALS PROVIDED 349475 349475 VOLUNTEER DRIVER COORD-SALARY 25920 25920 OFFICE ASSISTANCE 9275 8347 928 ANNUAL MEETING/NEWSLETTER 7649 7649 19032 10383 8649 548406 501039 47367 0 0 108398 416923 0 26502 20536 0 0 0 0 0 11974 11974 0 658221 712804 0 0 0 836895 813317 1630016 1963580 30878 25119 30878 25119 X 1599138 1938461 1599138 1938461 1630016 1963580 339323 X true X false false false X 143136 126594 100281 136911 471331 978253 164989 167430 197515 231027 261588 1022549 0 0 0 308125 294024 297796 367938 732919 2000802 71344 74320 74373 81055 209851 510943 0 71344 74320 74373 81055 209851 510943 1489859 56120 58160 95666 40874 57105 307925 0 56120 58160 95666 40874 57105 307925 0 0 364245 352184 393462 408812 790024 2308727 0.64530 0.63530 0.13340 0.16060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11824 11824 150 150 RENT DEPOSIT 420 813317 Form 990, Part VI, Section B, Line 11b RETURN IS REVIEWED PRIOR TO FILING. Form 990, Part VI, Section B, Line 12c CONFLICT OF INTEREST POLICY for Meals on Wheels, Santa Barbara Article I PurposeThe purpose of the conflict-of-interest policy is to protect this tax-exempt organization's (Organization) interest when it is contemplating entering into a transaction or arrangement that might benefit the private interest of an officer or director of the Organization or might result in a possible excess benefit transaction. This policy is intended to supplement but not replace any applicable state and federal laws governing conflict of interest applicable to nonprofit and charitable organizations. Article II Definitions1.Interested PersonAny director, principal officer, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, as defined below, is an interested person.[Hospital Insert for hospitals that complete Schedule C If a person is an interested person with respect to any entity in the health care system of which the organization is a part, he or she is an interested person with respect to all entities in the health care system.]2.Financial InterestA person has a financial interest if the person has, directly or indirectly, through business, investment, or family:a.An ownership or investment interest in any entity with which the Organization has a transaction or arrangement,b.A compensation arrangement with the Organization or with any entity or individual with which the Organization has a transaction or arrangement, orc.A potential ownership or investment interest in, or compensation arrangement with, any entity or individual with which the Organization is negotiating a transaction or arrangement.Compensation includes direct and indirect remuneration as well as gifts or favors that are not insubstantial.A financial interest is not necessarily a conflict of interest. Under Article III, Section 2, a person who has a financial interest may have a conflict of interest only if the appropriate governing board or committee decides that a conflict of interest exists. Article III Procedures1.Duty to Disclose In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement.2.Determining Whether a Conflict of Interest ExistsAfter disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. 3.Procedures for Addressing the Conflict of Interesta.An interested person may make a presentation at the governing board or committee meeting, but after the presentation, he/she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible conflict of interest.b.The chairperson of the governing board or committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement.c.After exercising due diligence, the governing board or committee shall determine whether the Organization can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest.d.If a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a conflict of interest, the governing board or committee shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the Organization's best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination, it shall make its decision as to whether to enter into the transaction or arrangement.4.Violations of the Conflicts of Interest Policya.If the governing board or committee has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose.b.If, after hearing the member's response and after making further investigation as warranted by the circumstances, the governing board or committee determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action. Article IV Records of ProceedingsThe minutes of the governing board and all committees with board delegated powers shall contain:a.The names of the persons who disclosed or otherwise were found to have a financial interest in connection with an actual or possible conflict of interest, the nature of the financial interest, any action taken to determine whether a conflict of interest was present, and the governing board's or committee's decision as to whether a conflict of interest in fact existed.b.The names of the persons who were present for discussions and votes relating to the transaction or arrangement, the content of the discussion, including any alternatives to the proposed transaction or arrangement, and a record of any votes taken in connection with the proceedings. Article V Compensationa.A voting member of the governing board who receives compensation, directly or indirectly, from the Organization for services is precluded from voting on matters pertaining to that member's compensation.b.A voting member of any committee whose jurisdiction includes compensation matters and who receives compensation, directly or indirectly, from the Organization for services is precluded from voting on matters pertaining to that member's compensation.c.No voting member of the governing board or any committee whose jurisdiction includes compensation matters and who receives compensation, directly or indirectly, from the Organization, either individually or collectively, is prohibited from providing information to any committee regarding compensation. Article VI Annual StatementsEach director, principal officer and member of a committee with governing board delegated powers shall annually sign a statement which affirms such person:a.Has received a copy of the conflicts of interest policy,b.Has read and understands the policy,c.Has agreed to comply with the policy, andd.Understands the Organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. Article VII Periodic ReviewsTo ensure the Organization operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews shall be conducted. The periodic reviews shall, at a minimum, include the following subjects:a.Whether compensation arrangements and benefits are reasonable, based on competent survey information, and the result of arm's length bargaining.b.Whether partnerships, joint ventures, and arrangements with management organizations conform to the Organization's written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further charitable purposes and do not result in inurnment, impermissible private benefit or in an excess benefit transaction. Article VIII Use of Outside ExpertsWhen conducting the periodic reviews as provided for in Article VII, the Organization may, but need not, use outside advisors. If outside experts are used, their use shall not relieve the governing board of its responsibility for ensuring periodic reviews are conducted. Form 990, Part VI, Section C, Line 19 AVAILABLE ON REQUEST DIRECTOR COMPENSATION NO BOARD DIRECTOR RECEIVES COMPENSATION FOR SERVICES RENDERED IN THEIR CAPACITY AS DIRECTORS OF THE ORGANIZATION. DOCUMENT RETENTION AND DESTRUCTION POLICY Meals on Wheels Santa Barbara Document Retention and Destruction PolicyGeneral:The Document Retention and Destruction Policy identifies the record retention responsibilities, staff, volunteers, members of the board of directors , and outsiders for maintaining and documenting the storage and destruction of the organization's documents and records.The organization's staff, voulnteers, members of the board of directors, committee members and oustsiders (independent contractors via agreements with them) are required to honor the following rules:a.Paper or electronic documents indicated under the terms for retention in the following section will be transferred and maintained by (Office Administrator, or their designeeb.All other paper documents will be destroyed after three yearsc.All other electronic documents will be deleted from all individual computers, data bases, networks, and back-up storage after one yeard.No paper or electronic documents will be destroyed or deleted if pertinent to any ongoing or anticipated government investigation or proceeding or private litigation e.No paper or electronic documents will be destroyed or deleted as required to comply with government auditing standards,Accounts payable ledgers and schedules 7 yearsAudit reports PermanentlyBank reconciliations 2 yearsBank statements 3 yearsChecks (for important payments and purchases) PermanentlyContracts, mortgages, notes, and leases (expired) 7 yearsContracts (still in effect) Contract PeriodCorrespondence (legal and important matters)PermanentlyCorrespondence (with customers and vendors) 2 yearsDetermination letter for income tax exemption PermanentlyDepreciation Schedules PermanentlyYear-End statements PermanentlyInsurance records, current accident reports, claims, policies, and so on (active and expires) PermanentlyMinute books, bylaws, and charter PermanentlyPayroll records and summaries 7 yearsPersonnel files (terminated employees) 7 yearsTax returns and worksheets Permanently WHISTLEBLOWER POLICY Meals on Wheels, Santa Barbara Whistleblower PolicyMeals on Wheels, Santa Barbara encourages its employees to report improper activities in the workplace and will protect employees from retaliation for making any such report in good faith.1.Employee RightsEmployees have the right to report, without suffering retaliation, any activity by Meals on Wheels, Santa Barbara or any of our employees that the employee reasonably believes: 1) violates any California or Federal law: 2) violates fiduciary responsibilities by a nonprofit corporation. In addition, employees can refuse to participate in an activity that would result in a violation of California or Federal statutes, or a violation or noncompliance with a California or Federal rule or regulation.Employees are also protected from retaliation for having exercised any of these rights in a former employment.The whistleblower protection laws do not entitle employees to violate a confidential privilege of Meals on Wheels Santa Barbara (such as the attorney-client privilege) or improperly disclose trade-secret information.2.Where to ReportEmployees have the duty to comply with all applicable laws and to assist Meals on Wheels Santa Barbara to ensure legal compliance. An employee who suspects a problem with legalcompliance is required to report the situation(s) to the Executive Director or President of the Board of Directors if the complaint involves the Executive Director.3.Protection from RetaliationIt is the intent of this policy to encourage employees to report fraudulent or illegal activities and there shall be no retaliation for any reports made pursuant to this policy. Any employee who believes they have been retaliated against for whistle blowing may file a complaint with either the Executive Director or the President of the Board of Directors. Any complaint of retaliation will be promptly investigated and remedial action taken when warranted. This protection from retaliation is not intended to prohibit managers or supervisors from taking action, including disciplinary action, in the ordinary course of business based on valid performance-related factors.Please sign below to confirm you have read and understand the Whistleblower policy:Employee Signature Date