Meals On Wheels of Sarasota County Inc
421 N Lime Ave
Sarasota FL 34237
Mission
Meals On Wheels of Sarasota, Inc. delivers nutritious meals to persons in need in the Sarasota community who are unable to provide or prepare a meal for themselves in their homes. 
Leadership
CEO/Executive Director Ms. Marjorie Eileen Broughton
Board Chair Alan Sprintz
Board Chair Affiliation community volunteer
General Info
Organization DBA
DBA
Meals on Wheels of Sarasota, Inc.
Supported Organization
Former Names
Community Mobile Meals of Sarasota County, Inc
Tax Exempt Status Public Supported Charity
Incorporation Year 1972
Awarded competitive grant from Community Foundation in the last 5 years?
State Charitable Solicitations Permit No May 2016
State Registration Yes Feb 2016
IRS Letter of Determination
View
Financial Summary
 
 
Projected Revenue $280,000.00
Projected Expenses $500,000.00
Other Documents
Impact Statement
  • We deliver over 180,000 hot meals yearly. In many cases, this meal is the only food our clients will receive on any given day.
  • We receive no government funding, allowing us the maximum flexibility to serve all those in need;
  • Our meals are delivered by a volunteer corps of Sarasota citizens, who donate their time and resources to making a difference in their community.
GOALS
  • Work within our community to reach those individuals who may benefit from our services.
  • Continue to serve the homebound, elderly and disabled who cannot make or provide a meal for themselves.
  • Develop our endowment fund.
  • Explore capital needs, including the expansion of our facility and equipment.
Needs Statement
  1. Financial donations for our operation are essential to achieve our mission.
  2. Volunteer drivers to deliver meals. This is an ideal opportunity for high school students looking to fulfill their Bright Futures community service requirement over the summer.
  3. Dynamic individuals to serve on the Board and be involved in the growth of the organization. 
Background Statement
Meals on Wheels of Sarasota was founded by a concerned and dedicated group of volunteers, headed by Jim Pierce, in 1972. From the beginning, the organization has maximized the power of generous volunteers to deliver meals from University Parkway to Blackburn Pointe Rd., and from six miles east of I-75 westward to Longboat Key, Lido Key and Siesta Key. The group came together with the leaders of three downtown churches (Church of the Redeemer, First Baptist, and St. Martha's Catholic Church) to address the nutritional needs of homebound individuals. For the first fifteen years, until 1987, MOW used the cafeteria kitchen at St. Martha's School to prepare its meals. We currently own our own kitchen at 421 N. Lime Avenue.
 
The founding group decided to not accept government funding in order to be able to reach out to as many people as possible. The organization has kept this principle, which allows us the flexibility to serve anyone who needs it, regardless of their age and income.
Areas Served
Areas Served
Area
FL- Sarasota
Service Categories
Primary Org Type Human Services
Secondary Org Type Food, Agriculture & Nutrition
Tertiary Org Type Public & Societal Benefit
Keywords
food, seniors, hunger, nutrition, volunteers, meals, housebound, homebound
Statement from the Board Chair/Board President
Meals on Wheels of Sarasota fulfills a very important human need: a daily hot meal. It is easy to forget that there is hunger in our community, but it continues to be prevalent and widespread.  It is an issue that transcends age and economic status. We serve people who do not have enough to feed themselves and their families, and people who are physically incapable (because of age, injury, or disability) to make their own meals. 
 
Though it can be challenging to serve such a wide range of different groups, we are lucky enough to count on a generous and dedicated group of volunteers. These Sarasota citizens are invested in making sure none of their neighbors go hungry.
 
We also work closely with other nonprofits and groups, such as Salvation Army, St. Martha's Catholic Church, Bethesda House, and Resurrection House. We are currently working to set up a collaborative relationship with Goodwill's veteran program and with other Meals on Wheels in our area. We believe that creating strong relationships within the non-profit community will enable us to provide better services to people in need.
Statement from the CEO/Executive Director
Meals on Wheels of Sarasota is a unique organization, both in Sarasota and amongst other Meals on Wheels operations. Most Meals on Wheels are reliant on state and federal grants to finance their operations. Though there are advantages to this model, it can also be limiting. Because most government grants view MOW as a senior funding program, it is often restricted to individuals over the age of 60 years. 
 
Meals on Wheels of Sarasota has a much greater degree of  flexibility to meet the needs of our neighbors. We are NOT restricted to assisting anyone because of their age. This allows us to expand the reach of our service and deliver meals to people who need them because of economic, physical, or mental need. For example, Meals on Wheels of Sarasota has been able to help veterans struggling to re-adjust back into civilian life.
 
We are actively working with other nonprofits to determine how we can all serve our society in a more efficient manner, reaching as many of our neighbors as possible.
Lastly, Meals on Wheels of Sarasota is not just a program for the poor or financially stressed; but rather a program for those in need. If a person cannot prepare or get a meal, we want to serve them. We ask all of our clients for a $4.50 donation for every meal we serve them. However, because only 17% of our clients can make any donation we subsidize 83% of the meals we serve.
Programs
Description
Meals On Wheels of Sarasota delivers hot meals to individuals in their homes who, because of age, physical/mental disability, financial need or incapacity are unable to prepare a meal for themselves. The meals are delivered by dedicated volunteers. Our goal is to allow our clients to maintain the highest level of independence and dignity possible, while living in their own home or residence. 
Budget $200,000
Category Food, Agriculture & Nutrition, General/Other Meal Distribution
Program Linked to Organizational Strategy Yes
Population Served Elderly and/or Disabled People/Families of People with Health Conditions People/Families with of People with Psychological Disabilities
Short Term Success
Individuals who have a nutritional need (whether by sudden physical or financial circumstances, or from the effects of illness or aging) are able to have that need met in their home. Re-assessment of recipients of meals are conducted quarterly through questionnaires and home visits; volunteers who deliver meals and who act as first line of emergency notification report weekly if not daily to update office with status of clientele.
Long Term Success
Individuals in need will be able to meet their nutritional needs maintain their self-respect while living independently in their own homes with dignity.
Program Success Monitoring
The screening committee is charged with verifying our client's needs on an monthly/quarterly basis.
Program Success Examples
Many residents of Sarasota County are unaware that there are many pockets of working class and poor individuals, and many elderly, whom have been adversely affected by the economic downturn over the last several years.
 
Over the last ten years, our organization has never served LESS tahn 439 meals/daily, and frequently have served over 555 meals/day.
Comments
Program Comments by Organization
The service that we offer is  basic to our clients' well-being: a hot meal every day. Our biggest challenge is to reach out to people so that we don't under-serve our market. There are many of our neighbors in Sarasota that need to be fed but that do not know about our services. We can provide meals to the elderly, to the disabled, and to the financially strained. 
 
Because we don't receive any government funding, we need to count on you to support us - both monetarily and with volunteer efforts. We provide an average of 550 meals six days a week to clients in north Sarasota County, and we do this with just five paid staff. Every day, over 50 volunteers come to our kitchen and help package and deliver the meals.
 
In addition,  Meals On Wheels of Sarasota does not accept any governmental funding; we believe this allows us the greatest level of flexibility to assist people in need in our community. Throughout the years, donors have been integral with gifts and bequests, to ensure that we can continue in this important mission.
 
Help us to help others in the Sarasota Community.  
Program Comments by Foundation
CEO/Executive Director
CEO/Executive Director Ms. Marjorie Eileen Broughton
CEO Term Start Mar 2015
CEO/Executive Director Email m.broughton@mowsrq.org
Experience Marjorie Broughton is an experienced administrator and business entrepreneur with decades of experience working with nonprofits throughout Florida. Her professional background includes ownership of construction, publishing, and marketing firms, as well as working in business development and corporate marketing with Bendix, Dresser Industries, and Blue Cross-Blue Shield of Florida. Having previously served as Deputy Director of the Palm Beach Cultural Council, Ms. Broughton has extensive experience in nonprofit administration, grants research, writing and administration, and fund raising. Locally she has served on the Boards of United Way’s Women’s Initiative, GWIZ – The Science Museum, and Pines of Sarasota. She is a graduate of the University of Maryland, a native of Baltimore, Maryland, and has resided in Dallas, Texas, and throughout Florida in Jacksonville, St. Petersburg, and Palm Beach. She has made Sarasota her home since arriving in 1998 and, through her various personal fundraising efforts, she has helped to raise over $250,000 in donations and services that have benefited many area nonprofit organizations.
Former CEOs/Executive Directors
NameTerm
Senior Staff
NameTitle
Judy Johnson Driver Coordinator
Wojciech Wojciak Chef/Head Cook
Staff & Volunteer Statistics
Full Time Staff 2
Part Time Staff 4
Staff Retention Rate % 100
Professional Development Yes
Contractors 0
Volunteers 270
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation Yes
Collaborations
Meals on Wheels of Sarasota has a long history of collaborating with local churches. In fact, the organization was founded by volunteers working closely with three churches: St. Martha's Catholic Church, Church of the Redeemer, and First United Methodist Church.
 
In addition, Meals on Wheels works with other non-profit organizations, such as the Salvation Army, Food Bank, Bethesda House, Resurrection House, the Humane Society of Sarasota, Goodwill, and the Senior Friendship Meals on Wheels Program. 
 
The organization is constantly working to increase collaboration with other non-profits in order to ensure the best services possible for the Sarasota community.
In 2013, we approached the three other Meals On Wheels operations in south Sarasota County (Englewood, North Port and Port Charlotte) to review their food costs and propose a food buying consortium. This would lower the other operations' food costs by up to 25%. 
In February, 2014, the Meals On Wheels operations from the following areas met: Sarasota, Venice, Port Charlotte and Senior Friendship Centers throughout southwest Florida. We discussed different opportunities to do joint marketing and fundraising. This would allow us the duel benefit of raising the awareness of the entire two county area as to the plight of elder hunger, as well as consolidate and unify the message that is going out to the community. 
Meals On Wheels of Sarasota and the programs in Venice, Port Charlotte and Senior Friendship collaborated to participate in the Meals On Wheels Association of America program called March For Meals. This campaign is designed to raise awareness of senior hunger in our communities, primarily by having government officials and local notables deliver meals and draw attention to the need of seniors. The group submitted for a grant from the national organization and were awarded a $1,500 grant, which was divided between the four organizations on a pro rata basis.
Affiliations
AffiliationYear
External Assessments and Accreditations
Assessment/AccreditationYear
Awards & Recognition
Award/RecognitionOrganizationYear
Risk Management Provisions
Government Licenses
Organization Licensed by the Government No
Plans
Fundraising Plan No
Communication Plan No
Strategic Plan Yes
Strategic Plan Years 2
Strategic Plan Adopted July 2014
Management Succession Plan No
Policies and Procedures No
Continuity of Operations Plan No
Policies
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
Comments
Management Comments by Organization
Meals on Wheels is currently reviewing its operations to improve meal delivery.  A grant for $25,000 was recently received to update software and computer equipment.  
 
Evaluation of staffing has been completed. New positions are being explored to create support for meal service clients (case management) as well as office staffing support to enable to organization to reach and serve a broader audience and do so more effectively.
 
 
 
Management Comments by Foundation
Board Chair
Board Chair Alan Sprintz
Company Affiliation community volunteer
Board Term Jan 2015 to Dec 2018
Board Chair Email alan1745@yahoo.com
Board Members
Board Members
NameAffiliation
Mr. Les Fishman Community Volunteer
Ms. Lisa Knepp US Trust
Mr. Jack McGarry Community Volunteer
Beatriz Paniego-Bejar UNIDOS Now
Ms. Becky Rives Retired
Dick Robbins Community Volunteer
Mr. Alan Sprintz Community Volunteer
Student serving on the board through Community Youth Development? No
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 6
Hispanic/Latino 1
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 4
Female 3
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 2
Board Orientation Yes
Number of Full Board Meetings Annually 11
Board Meeting Attendance % 85
Board Self-Evaluation Yes
Written Board Selection Criteria No
Written Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 100
Constituency Includes Client Representation No
Standing Committees
Finance
Board Governance
Communications / Promotion / Publicity / Public Relations
Comments
Governance Comments by Organization
Meals On Wheels has made great strides in its establishment of an effective governance structure. There are now formal policies on non-discrimination, investments & gifts, whistle-blowing, and conflict-of-interest. The Board selection process has been formalized, and includes a written description of a Board Members duties and responsibilities.
Governance Comments by Foundation
Fiscal Year Projections
Fiscal Year Begins 2015
Fiscal Year Ends 2015
Projected Revenue $280,000.00
Projected Expenses $500,000.00
Endowment Value
Endowment Spending Policy N/A
Endowment Spending Policy %
Capital Campaign
In a Capital Campaign No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
Capital Campaign Anticipated in Next 5 Years? Yes
IRS Form 990s
9902014
9902013
9902012
9902011
9902010
9902009
9902008
Audit/Financial Documents
Historical Financial Review
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201420132012
Foundation and
Corporation Contributions
$0$0$0
Government Contributions$0$0$0
Federal$0$0$0
State$0$0$0
Local$0$0$0
Unspecified$0$0$0
Individual Contributions$224,020$299,646$290,206
$0$0$0
$150,440$117,339$96,036
Investment Income, Net of Losses$52,834$58,809$44,085
Membership Dues$0$0$0
Special Events$9,178$0$0
Revenue In-Kind$0$1,000$5,000
Other$485$1,302$3,487
Expense Allocation
Fiscal Year201420132012
Program Expense$482,019$462,135$405,830
Administration Expense$50,759$45,144$36,165
Fundraising Expense$9,575$11,885$7,415
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses0.810.920.97
Program Expense/Total Expenses89%89%90%
Fundraising Expense/Contributed Revenue4%4%3%
Assets and Liabilities
Fiscal Year201420132012
Total Assets$1,956,171$2,002,388$2,056,847
Current Assets$70,644$241,805$304,227
Long-Term Liabilities$0$0$0
Current Liabilities$3,968$12,778$12,264
Total Net Assets$1,952,203$1,989,610$2,044,583
Top Funding Sources
Fiscal Year201420132012
Top Funding Source & Dollar AmountContributions, gifts, grants $224,020Contributions, gifts, grants $299,646Contributions, gifts, grants $290,206
Second Highest Funding Source & Dollar AmountMeal Payments $150,440Meal Payments $117,339Meal Payments $90,608
Third Highest Funding Source & Dollar AmountInvestment Income $52,834Investment Income $58,809Investment Income $44,085
CEO/Executive Director Compensation $50,001 - $75,000
Co-CEO/Executive Director Compensation
Tax Credits No
Solvency
Short Term Solvency
Fiscal Year201420132012
Current Ratio: Current Assets/Current Liabilities17.8018.9224.81
Long Term Solvency
Fiscal Year201420132012
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Organization
Meals On Wheels does not receive government funding; throughout our 44 years of service, we have relied on three sources of income: client payments for their meals; donations, grants and bequests. Approximately 83% of our clients are unable to make fiscal contributions. Bequests and donations made over the years have allowed us to build a significant cash reserve which is drawn on to cover program/operational shortfalls.
We serve @ 550 people/day with a current requested payment of $4.50 per meal. The organization has a more organized fund raising program as a result of a recent completion of their strategic plan of assessing clients, reviewing nutritional objectives, solidifying professional associations in the community and overhauling internal operations. With new business plans underway and new leadership in place, the organization is undertaking achievable development steps and increasing visibility in the community. The submission of grants is a top priority for the organization in 2015. The Board believes there are many opportunities to request funds for the program which serves the community without regard for age and provides support for all disabilities regardless of physical or mental handicap. The Executive Director and the Board will continue to increase the community's awareness of the need for Meals On Wheels and the importance in meeting the needs of so many people. In this manner, relationships will continue to be created, and Meals On Wheels will hopefully be included in the planning documents of estates and corporate budgeting. 
Financial Comments by Foundation Foundations and corporations are included with individual contributions as they are not separated in the 990 or audit.  Financial figures taken from IRS Form 990.  990 and audit are reconciled.
Nonprofit Meals On Wheels of Sarasota County Inc
Address 421 N Lime Ave
Sarasota, FL 34237
Primary Phone 941 366-6693

THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, INC. IS A REGISTERED 501(C)(3) NON-PROFIT CORPORATION. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE (1-800-HELP-FLA) OR FROM THE WEBSITE: WWW.FRESHFROMFLORIDA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. ONE HUNDRED PERCENT (100%) OF EACH CONTRIBUTION IS RECEIVED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY. REGISTRATION #SC-02471.