Civic Intelligence

Meals on Wheels Texas

990 • Fiscal year 2024 • EIN 47-2777882

Jun 01, 2023 to May 31, 2024 • Filed on Apr 10, 2025

9901 Brodie Lane 160-262Austin, TX 78748

(512) 571-4075

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

82nd percentile

40%

Faster asset growth than 82% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

113%

Faster revenue growth than 92% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$410,345

Up $117,181 (+40%) from 2023

Net Assets

Up

$408,173

Up $115,181 (+39%) from 2023

Liabilities

Up

$2,172

Up $2,000 (+1163%) from 2023

Revenue

Up

$449,110

Up $238,326 (+113%) from 2023

Expenses

Up

$333,929

Up $187,942 (+129%) from 2023

Net Income

Up

$115,181

Up $50,384 (+78%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2017: $158,073Liabilities 2017: $0Net Assets 2017: $158,0732017Assets 2018: $174,753Liabilities 2018: $0Net Assets 2018: $174,7532018Assets 2019: $116,807Liabilities 2019: $0Net Assets 2019: $116,8072019Assets 2020: $204,622Liabilities 2020: $0Net Assets 2020: $204,6222020Assets 2021: $265,561Liabilities 2021: $0Net Assets 2021: $265,5612021Assets 2023: $293,164Liabilities 2023: $172Net Assets 2023: $292,9922023Assets 2024: $410,345Liabilities 2024: $2,172Net Assets 2024: $408,1732024Assets 2025: $129,633Liabilities 2025: $308Net Assets 2025: $129,3252025

Highlighted filing

2024

Assets$410,345
Liabilities$2,172
Net Assets$408,173

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2017: $86,159Expenses 2017: $80,128Net Income 2017: $6,0312017Revenue 2018: $263,401Expenses 2018: $246,721Net Income 2018: $16,6802018Revenue 2019: $145,756Expenses 2019: $204,377Net Income 2019: -$58,6212019Revenue 2020: $356,446Expenses 2020: $266,756Net Income 2020: $89,6902020Revenue 2021: $419,177Expenses 2021: $358,238Net Income 2021: $60,9392021Revenue 2023: $210,784Expenses 2023: $145,987Net Income 2023: $64,7972023Revenue 2024: $449,110Expenses 2024: $333,929Net Income 2024: $115,1812024Revenue 2025: $233,616Expenses 2025: $512,464Net Income 2025: -$278,8482025

Highlighted filing

2024

Revenue$449,110
Expenses$333,929
Net Income$115,181
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Apr 10, 2025
Return Version
2023v6.0
Gross Receipts
$449,110
Mission and Program Overview

Mission

Meals on wheels texas promotes member networking, best practice sharing, education, pilot programs, and the distribution of scholarships and grant funds.

Providing education, advocacy and connection to create a unified voice for nutrition providers that improves the lives of older texans and individuals with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$292,992$408,173▲ $115,181
Cash and Non-Interest-Bearing Accounts$231,912$362,583▲ $130,671
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$293,164$410,345▲ $117,181
Other Assets Total$61,252$47,762▼ $13,490
Liabilities
Other Liabilities$172$2,172▲ $2,000
Total Liabilities$172$2,172▲ $2,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$292,992$408,173▲ $115,181
Total Liabilities and Net Assets / Fund Balance$293,164$410,345▲ $117,181

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$47,762--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Chris CulackChair of Fots
Dan Williams-caponePast President
Olivia BurdickPresident
Jackie HammVice President
Barbara LundgrenDirector
Dason TuckerDirector
Forrest MyaneDirector
Kristie PustejovskyDirector
Matthew WrightDirector
Noelia BuckDirector
Summer DayDirector
Janci KimballSecretary
Alex GuerraTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Woollard Nichols & AssociatesManagement Services3308 TREADSOFT COVE, Austin, TX 78748$112,321
Revenue and Support

Revenue Composition

Contributions and Grants
$357,330
Program Service Revenue
$91,780
Investment Income
$0
Other Revenue
$0
All Other Contributions
$290,525
Change in Net Assets
$115,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$301,929
Grants and Similar Amounts Paid$32,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$39,302$58,952-$98,254
Fees for Services Lobbying$64,000--$64,000
Fees for Services Other$62,500--$62,500
Conferences and Meetings$49,766--$49,766
Grants to Domestic Orgs$32,000--$32,000
Office Expenses$6,942$1,824-$8,766
Fees for Services Accounting-$7,650-$7,650
Advertising$2,500$2,569-$5,069
Other Expenses-$3,166-$3,166
Insurance-$2,758-$2,758
Total Functional Expenses$257,010$76,919$0$333,929
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Meals on Wheels North Central Texas IncCleburne, TX501(c)(3)Support Programs Addressing Food Insecurity, Social Isolation, and Behavioral Health$10,000
Senior Center of Walker CountyHuntsville, TX501(c)(3)Support Programs Addressing Food Insecurity, Social Isolation, and Behavioral Health$10,000
Angelina County Senior CitizensLufkin, TX501(c)(3)Support Programs Addressing Food Insecurity, Social Isolation, and Behavioral Health$6,000
Mow Ministry IncTyler, TX501(c)(3)Support Programs Addressing Food Insecurity, Social Isolation, and Behavioral Health$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$2,172
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed by the management team and provided to all board members prior to filing with the irs.

Form 990, Part VI, Section B, Line 12C

The conflict of interest disclosure form is completed annually by each board member. Any possible conflict of interest is assessed and reviewed as situations arise. Board members with a potential conflict are expected to recuse themselves from voting on decisions that could benefit them personally.

Form 990, Part VI, Section C, Line 19

All required documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Meals on Wheels Texas
EIN
47-2777882
Phone
5125714075
Address
9901 BRODIE LANE 160-262, AUSTIN, TX 78748

Signing Officer

Name
Olivia Burdick
Title
President
Phone
5125714075
Signed
2025-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Olivia Burdick
Formed
2015
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Avenson Hamann Cpas Llp
Address
7421 BURNET ROAD 522, AUSTIN, TX 78757
Preparer
Catherine Avenson
Phone
5126939131
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Grant management: program service expenses 62,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 62,500.

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IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt091780
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0292992
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0408173
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0357330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0125459
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0120610
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0418427
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0298271
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01320097
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0340580
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.73430
IRS990ScheduleA/PublicSupportPY170Pct00.87010
IRS990ScheduleA/PublicSupportTotal170Amt0969401
IRS990ScheduleA/SubstantialContributorsTotAmt0350696
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0357330
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0125459
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0120610
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0418427
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0298271
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01320097
IRS990ScheduleA/TotalSupportAmt01320097
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearAmt016697
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus1Amt07299
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus2Amt013126
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt037122
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt066786
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt029197
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt052505
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt0148488
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt064000
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus1Amt029000
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus2Amt052000
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt0145000
IRS990ScheduleC/GrassrootsCeilingAmt055683
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt016697
IRS990ScheduleC/LobbyingCeilingAmt0222732
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt066786
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0269929
IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt064000
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0333929
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt064000
IRS990ScheduleC/TotLbbyExpendMnsLbbyngNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleC/TotLbbyngGrassrootMnsNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt047762
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM FOTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02172
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt047762
IRS990ScheduleD/TotalLiabilityAmt02172
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt06000
IRS990ScheduleI/RecipientTable/CashGrantAmt16000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT PROGRAMS ADDRESSING FOOD INSECURITY, SOCIAL ISOLATION, AND BEHAVIORAL HEALTH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT PROGRAMS ADDRESSING FOOD INSECURITY, SOCIAL ISOLATION, AND BEHAVIORAL HEALTH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SUPPORT PROGRAMS ADDRESSING FOOD INSECURITY, SOCIAL ISOLATION, AND BEHAVIORAL HEALTH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SUPPORT PROGRAMS ADDRESSING FOOD INSECURITY, SOCIAL ISOLATION, AND BEHAVIORAL HEALTH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MOW MINISTRY INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ANGELINA COUNTY SENIOR CITIZENS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SENIOR CENTER OF WALKER COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3MEALS ON WHEELS NORTH CENTRAL TEXAS INC
IRS990ScheduleI/RecipientTable/RecipientEIN0237313019
IRS990ScheduleI/RecipientTable/RecipientEIN1751494769
IRS990ScheduleI/RecipientTable/RecipientEIN2760057647
IRS990ScheduleI/RecipientTable/RecipientEIN3751555153
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03001 ROBERTSON ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 389
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2340F STATE HWY 75 N
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3203 KIMBERLY DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TYLER
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LUFKIN
IRS990ScheduleI/RecipientTable/USAddress/CityNm2HUNTSVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3CLEBURNE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd075701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd175902
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd277320
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd376031
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE AWARDED TO CHARITABLE ORGANIZATIONS. REPORTS DOCUMENTING HOW THE FUNDS WERE USED ARE REQUIRED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt04
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE MANAGEMENT TEAM AND PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST DISCLOSURE FORM IS COMPLETED ANNUALLY BY EACH BOARD MEMBER. ANY POSSIBLE CONFLICT OF INTEREST IS ASSESSED AND REVIEWED AS SITUATIONS ARISE. BOARD MEMBERS WITH A POTENTIAL CONFLICT ARE EXPECTED TO RECUSE THEMSELVES FROM VOTING ON DECISIONS THAT COULD BENEFIT THEM PERSONALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL REQUIRED DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANT MANAGEMENT: PROGRAM SERVICE EXPENSES 62,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00

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