2025-08-04T13:01:08-05:00 2024-12-31 561445619 NEAL BRADSHER & TAYLOR PA 4721 EMPEROR BOULEVARD SUITE 130 DURHAM NC 27703 990 2024-01-01 591721954 CHAPEL HILL-CARRBORO MEALS ON WHEELS DBA MEALS ON WHEELS ORANGE COUNTY NC CHAP 9199422948 PO BOX 2102 CHAPEL HILL NC 275152102 RACHEL BEARMAN EXECUTIVE DIRECTOR 9199422948 2025-07-31 1 0 MICHAEL CLONCH P01380043 9194893369 2024 2025-03-06 01:10:19Z RACHEL BEARMAN PO BOX 2102 CHAPEL HILL NC 275152102 976757 0 X WWW.MOWOCNC.ORG X 1976 NC THE MISSION OF MOWOCNC IS TO NOURISH AND ENRICH THE LIVES OF OLDER ADULTS THROUGH MEAL DELIVERY AND PERSONAL CONNECTION. 14 14 8 430 0 0 784484 597785 37391 42682 29167 47989 24965 54117 876007 742573 0 0 0 0 232639 275709 0 0 58928 428519 423535 661158 699244 214849 43329 1573874 1648553 30423 33868 1543451 1614685 THE MISSION OF MOWOCNC IS TO NOURISH AND ENRICH THE LIVES OF OLDER ADULTS THROUGH MEAL DELIVERY AND PERSONAL CONNECTION. 0 0 521181 42682 IN 2024 CHAPEL HILL-CARRBORO MEALS ON WHEELS (CHCMOW) DELIVERED APPROXIMATELY 69,161 MEALS ALONG WITH 55,000 FRIENDLY CHECK INS, MONDAY - FRIDAY, TO 432 INDIVIDUAL OLDER ADULTS, HOMEBOUND ADULTS, ADULTS WITH DISABILITIES OR THOSE CONVALESCING WHO DO NOT HAVE ACCESS TO, OR THE ABILITY TO PREPARE A HEALTHY MEAL. 521181 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 NC X X SHANNON GRABOWSKI 9199422948 PO BOX 2102 CHAPEL HILL NC 275152102 DEBORAH KNIGHT CHAIR 2.00 X X 0 0 0 KIT STANLEY VICE CHAIR 1.00 X X 0 0 0 ERIN HAYGOOD AT-LARGE 0.50 X 0 0 0 SHAWNDA HILL AT-LARGE 0.50 X 0 0 0 BRIAN LITHFIELD AT-LARGE 0.50 X 0 0 0 JORDAN BUCK AT-LARGE 0.50 X 0 0 0 GLENN FLYNN AT-LARGE 0.50 X 0 0 0 MIKE MUNSON AT LARGE 0.50 X 0 0 0 KK FERNANDES SECRETARY 1.00 X X 0 0 0 EMILY ELKINS AT LARGE 0.50 X 0 0 0 JENNIFER WOODS TREASURER 1.00 X X 0 0 0 BRUCE ALLEN AT-LARGE 0.50 X 0 0 0 ALLAN PARNELL AT LARGE 0.50 X 0 0 0 MADELINE MITCHELL AT LARGE 0.50 X 0 0 0 RACHEL SOBEL BEARMAN EXECUTIVE DIRECTOR 40.00 X 81541 0 3631 81541 0 3631 0 0 0 0 0 12148 140357 445280 61176 597785 PROGRAM FEES 624210 42682 42682 42682 21988 21988 233098 207097 26001 26001 26001 81204 12148 27087 54117 54117 742573 42682 0 102106 85172 21293 42586 21293 169350 118180 25972 25198 21187 11810 5558 3819 15000 15000 7727 7727 4551 680 231 3640 24430 16104 7077 1249 11133 5192 2441 3500 7200 7200 3610 3490 102 18 1825 1825 17635 8758 8666 211 FOOD & OTHER PROGRAM EX 325314 325314 STAFF TRAINING & DEVELO 3424 1474 1950 BAD DEBT EXPENSE 1686 1686 699244 521181 119135 58928 354102 180702 296893 604047 89220 72500 7092 4878 9622 10305 12652 5809 8668 6843 808277 769278 1573874 1648553 30423 33868 30423 33868 X 1497497 1602185 45954 12500 1543451 1614685 1573874 1648553 43329 27905 0 X X 0 1 X 1 0 X 911679 779794 633774 876007 585637 3786891 47151 46176 53969 57723 66265 271284 958830 825970 687743 933730 651902 4058175 79066 68343 56564 21000 26565 251538 201424 116601 130202 138898 103520 690645 280490 184944 186766 159898 130085 942183 3115992 6001 13311 13675 18575 21988 73550 6001 13311 13675 18575 21988 73550 964831 839281 701418 952305 673890 4131725 0.75420 0.75990 0.01780 0.01550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12652 5809 6843 6843 TRIANGLE COMMUNITY FOUNDATION 379779 F INVESTMENTS 389499 F 769278 X 779358 27905 16607 44512 734846 7727 7727 742573 708124 16607 16607 691517 7727 7727 699244 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). MANAGEMENT HAS CONSIDERED THE TAX POSITIONS TAKEN IN ITS TAX RETURNS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION. GENERALLY, THE ORGANIZATION TAX RETURNS REMAIN OPEN FOR THREE YEARS FOR EXAMINATION BY THE TAXING AUTHORITIES. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT DID NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENES 7,727. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSE 7,727. DINING 4 OTHERS 68417 10125 58292 27087 MOTHER'S DAY FUNDRAISER 8583 1908 6675 3 16352 115 16237 93352 12148 81204 27087 27087 54117 X 61176 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE 990 ALONG WITH THE FINANCIAL STATEMENTS IS PROVIDED TO THE EXECUTIVE DIRECTOR AND THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO THE COMPLETION AND FILING OF THE 990. THE EXECUTIVE DIRECTOR AND THE TREASURER MEET WITH THE PREPARER OF THE 990 TO REVIEW ANY QUESTIONS RAISED DURING THE GOVERNING BODY'S REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ORGANIZATION REQUIRES EMPLOYEES TO SIGN CONFLICT OF INTEREST POLICY AND IS PART OF BOARD RESPONSIBILITIES AS WELL. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING COMPENSATION IS BASED UPON PREVIOUS SALARY AND ANNUAL REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. GOVERNMENT DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSITE OF THE AUDIT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.