Meals on Wheels of Charlotte County Inc
3082 Tamiami Trail
The mission of Meals on Wheels of Charlotte County Inc. is to deliver nutritious, ready-to-eat meals, primarily to persons over sixty years of age who are unable to prepare nutritious  meals for themselves, allowing them to remain independently in their homes for as long as possible.
CEO/Executive Director No Executive Director
Board Chair Mr. Henry Nicholas Ereth
Board Chair Affiliation Retired Educator
General Info
Former Names
Charlotte County Health Plus Community Action, Inc.
Tax Exempt Status Public Supported Charity
Incorporation Year 1969
State Charitable Solicitations Permit Yes Dec 2016
State Registration No 0
Financial Summary
IRS Letter of Determination
IRS LetterView
Impact Statement
  • We have been providing nutritious, ready-to-eat meals to clients on a daily basis (Monday through Friday) at a low cost since 1971. 
  • Our accounting and bookkeeping procedures have been updated and improved to better serve the organization.
  • Our Thrift Shop, a major source of income, has been renovated and is providing increased revenue to assist in meeting the expenses of the Meals On Wheels program.


  • To develop basic fund-raising strategies which will increase contributions for the operating of the Meals On Wheels program.
  • To increase our endowment fund, which will aid in providing sustainability for the future.
  • To communicate the basic mission of Meals On Wheels to the public in order to gain support financially and increase our volunteer base.
  • To continue to provide nutritious meals to our clients and keep the cost of meals to them affordable.
Needs Statement
  1. The program's greatest and most immediate need is to increase funding through donations and by increasing our endowment fund
  2. To develop a strategic plan which will enhance and expand our Meals On Wheels program and insure future viability
  3. To increase our coverage area to include even the remote corners of   Port Charlotte and Punta Gorda
  4. To increase community awareness of our program, its services and needs
Background Statement
   In 1969 a group of Charlotte County residents recognized the need for services to the increasing population of senior citizens, and through their efforts Charlotte County Health Plus Community Action, Inc. was born in December of that year. For the first year, it was mainly a needs-and-services referral agency, but on February 3, 1971 "Health Plus" as it became known, began its delivery of meals to home-bound elderly neighbors, and that service has been in operation ever since, becoming the focus of the agency.
   Our name was changed in 2011 to Meals On Wheels of Charlotte County, Inc. to better reflect our mission. This mission is to provide meals, primarily to those over 60, who are unable to prepare proper meals for themselves, due to chronic illness, injury, recovery from surgery, etc.
   Funding for the program comes from modest fees from clients, earnings from the sale of donated goods in our Thrift Shop, monetary donations from individuals, businesses, civic organizations, churches and investment. Meals On Wheels of Charlotte County receives no funding from county, state or federal government sources.
   A meal costs approximately $7.73 to prepare.  We charge clients $5.00 per meal, if they are able to pay that amount.  There is a sliding scale for those on a very limited income.  A limited number of free meals are provided for those whose monthly income is inadequate.
   In 2012, we delivered 49,152 meals, prepared by our kitchen staff at our facility.  The meals are packaged and picked up by our volunteer drivers and delivered on 13 routes in our delivery area.
   The Meals On Wheels staff includes the following paid positions: Executive Director, Bookkeeper/Administrative Assistant, Thrift Shop Manager, Kitchen Manager and three Kitchen Aides.  All positions are part time except the Executive Director and Thrift Shop Manager.  All other duties are performed by volunteers.  Volunteers, serve in the Thrift Shop as cashiers,   clerks and behind-the-scenes to prepare donated goods for display in the store.  Volunteers are in the main office on a daily basis to assist in clerical work and answering the phone. In the kitchen, volunteers help prepare and package meals.
   The Board of Directors is made up of those who have been active volunteers  for at least one year.
   Referrals are made by medical personnel, social workers, rehab facilities, relatives and by the clients themselves. An intake interview is conducted to determine need and cost level.
Areas Served
Areas Served
FL- Charlotte
Areas Served Comments Meals are delivered in Port Charlotte, -North to the Sarasota County line, West to the Myakka River bridge in El Jobean, East through Deep Creek and into Lake Suzy (DeSoto County); In Punta Gorda-North to Peace River, South to Tropical Gulf Acres, West on Burnt Store Road to Royal Poinciana, East  on Route 17 to the DeSoto County line.
Service Categories
Primary Org Type Food, Agriculture & Nutrition
Secondary Org Type Food, Agriculture & Nutrition
Tertiary Org Type
Statement from the Board Chair/Board President
   Meals on Wheels of Charlotte County has been providing meal delivery services to the community since 1971.  We have done this consistently with a short interruption after Hurricane Charley in 2004.  The hiring of a Thrift Shop manager five years ago has greatly increased the revenue generated. Funds from the Thrift Shop are used in the daily operation of the Meals On Wheels program. Operations have improved and donations are on the increase.
   In 2011, the Board completely reviewed and revised the By-Laws and Personnel policies.  Personnel practices were fine-tuned and implemented by the Executive Director.
   One of the main challenges is to increase our funding through monetary donations and endowment fund.  This is being addressed through fund-raising efforts, speaking to civic, church and other local groups and developing a sponsorship program with local businesses and service organizations. Accomplishing this goal of increasing and stabilizing funding sources will insure the continuation of our service for many years into the future.
   Along with being on the Board of Trustees, my wife and I have been volunteer drivers for the past 17 years.  We believe in the program and its impact in the community.  Several friendships have developed with clients who have been on our route for several years.  It is pleasing to know that the meals are vital and appreciated by the clients and their families.
Board Comments: 
   "Personally involved in Meals On Wheels because it is one of the best assets in our community...I am proud of the work we do and feel blessed to be part of such a great organization."
   "I chose to volunteer in the Meals On Wheels Thrift Store because it recycles goods at very affordable prices and the profits support a program that is a a great need in our community."
   " Introduced by a friend to Meals On Wheels Program and saw a need to become involved to help challenged neighbors in need. It is our way of giving back."
   "We need to find finances to operate our program with the shrinking financial conditions of the community we serve."
Statement from the CEO/Executive Director
    Meals On Wheels of Charlotte County is a volunteer based and driven organization, and our volunteers are among the world's most caring and competent people. All board members are active volunteers, which enables them to know the ins and outs and needs of the organization.
   In addition to providing nutrition which greatly impacts the quality of life for those served, the fact that our volunteer drivers are interacting with our clients on a daily basis provides a safety net, checking on their well being.  This "secondary" service allows family members and our clients themselves a great degree of security, knowing that someone is checking on them regularly.
   The service is greatly needed in our community and it is our goal to insure its continuity and viability into the forseable future and beyond.
Description Meals On Wheels of Charlotte County delivers nutritious, ready-to-eat meals  five days a week (Monday-Friday) to homebound elderly and disabled residents of Port Charlotte, Punta Gorda and Lake Suzy, Florida.
Budget $300,000
Category Food, Agriculture & Nutrition, General/Other Meal Distribution
Program Linked to Organizational Strategy Yes
Population Served Elderly and/or Disabled At-Risk Populations Families
Short Term Success If our goals of area expansion and increased funding are met, we will see an increase in the number of elderly and disabled residents served.
Long Term Success The provision of hot, nutritious meals on a regular basis will allow long-term home-bound elderly and disabled neighbors to remain independently in their homes for as long as possible.  Nutrition is a vital element in healing and in maintaining health.  It is our goal to expand our delivery area to cover every corner of our catchment area and to increase our funding base to insure continuation of our service long into the future.
Program Success Monitoring Meals On Wheels of Charlotte County has, since 1971, been able to meet the known need of the elderly population in our service area.  We have not ever had to establish a waiting list for our services.  The ability to start service within 48 hours of application is continuing evidence that our mission is being served.  It is, however, our goal to increase community awareness of our program-its services and its needs-those needs being for volunteers and funding.
Program Success Examples In 2012 we delivered 49,152 meals were delivered to elderly and/or disabled residents of Charlotte County. The following are comments made by some of our clients and their families.
CEO/Executive Director
CEO/Executive Director No Executive Director
CEO Term Start 0
CEO/Executive Director Email

Former CEOs/Executive Directors
Mrs. Jean North 1982 - July 1999
Senior Staff
Mrs. Judy Brown Thrift Shop Manager
Ms. Merle Larson Operations Manager
Staff & Volunteer Statistics
Full Time Staff 1
Part Time Staff 5
Staff Retention Rate % 100
Professional Development No
Contractors 1
Volunteers 215
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation Yes
Meals On Wheels of Charlotte County has traditionally collaborated with many local churches, hospitals and civic organizations, all of which have partnered with us to provide funds, space and volunteers vital to our successful operation.  In addition, we work closely with other non-profit and for-profit programs and agencies which provide services to the elderly.
External Assessments and Accreditations
Risk Management Provisions
Automobile Insurance and Umbrella or Excess Insurance
Commercial General Liability
Directors and Officers Policy
Government Licenses
Organization Licensed by the Government No
Fundraising Plan No
Communication Plan No
Strategic Plan No
Strategic Plan Years
Strategic Plan Adopted 0
Management Succession Plan No
Continuity of Operations Plan No
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy No
Policies and Procedures Yes
Management Comments by Organization
Since the departure of the Executive Director, due to RIF and the elimination of the position. The Board of Trustees has moved in another direction with the hiring of an interim Marketing/ Development Coordinator. The Board through attendance at Board Workshops sponsored by Charlotte Community Foundation decided that Meals On Wheels of Charlotte County needed a presence in the community therefore the change of direction for at least  six months to a year. Board members are presently assuming duties that the position of Executive Director had done.  Our Administrative Assistant/Bookkeeper has also taken on more responsibility. In April 2014 Meals on Wheels has employed an Operation Manager to oversee the daily workings of Meals on Wheels.
Other Documents
Board Chair
Board Chair Mr. Henry Nicholas Ereth
Company Affiliation Retired Educator
Board Term Jan 2014 to Dec 2016
Board Chair Email
Board Members
Board Members
Rosemarie Arnoldt Community Volunteer
James Carstairs Community Volunteer
Teresa Desguin Clear Channel Radio
Henry N. Ereth Retired
Joseph Fiegenbaum Retired
Daryl Garner Retired
Louise Hall Community Volunteer
Richard Hayman Retired Educator
Joanne Jarzomski Retired
Cheryl Kampa Community Volunteer
Gary Leslie Retired
Anita Nagy Community Volunteer
Constituency Includes Client Representation No
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 12
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 6
Female 6
Unspecified 0
Board Term Lengths 3
Board Term Limits 0
Board Orientation Yes
Number of Full Board Meetings Annually 9
Board Meeting Attendance % 92
Board Self-Evaluation No
Written Board Selection Criteria Yes
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 55
% of Board Making In-Kind Contributions 100
Standing Committees
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Governance Comments by Organization The Board has hired a Development/Marketing person who started in December.  This person is charged with developing fund raisers, a newsletter, community awareness and working with agencies and organizations to make them more aware of Meals on Wheels of Charlotte County.
Fiscal Year Projections
Fiscal Year Start Month Jan
Fiscal Year Start Day 01
Fiscal Year Begins 2015
Fiscal Year End Month Dec
Fiscal Year End Day 31
Fiscal Year Ends 2015
Projected Revenue $391,500.00
Projected Expenses $339,100.00
Organization has Endowment Yes
Endowment Value $149,977,646.00
Endowment Spending Policy N/A
Capital Campaign
Currently In a Capital Campaign No
Anticipate Campaign within 5 years? No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
IRS Form 990s
Form 9902014
990 20132013
990 20122012
Form 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
Government Contributions$0$0$0
Individual Contributions$213,429$166,092$121,942
Investment Income, Net of Losses$71,725$72,854$65,419
Membership Dues$0$0$0
Special Events$13,006$0$0
Revenue In-Kind$107,449$112,778$104,306
Expense Allocation
Fiscal Year201420132012
Program Expense$244,288$273,759$298,472
Administration Expense$84,503$103,736$102,727
Fundraising Expense$35,497$6,718$0
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses1.211.030.85
Program Expense/Total Expenses67%71%74%
Fundraising Expense/Contributed Revenue16%4%0%
Assets and Liabilities
Fiscal Year201420132012
Total Assets$1,624,909$960,033$948,278
Current Assets$68,875$899,846$875,551
Long-Term Liabilities$0$0$0
Current Liabilities$25,609$13,579$12,352
Total Net Assets$1,599,300$946,454$935,926
Top Funding Sources
Fiscal Year201420132012
Top Funding Source & Dollar AmountContributions, gifts, grants $213,429Contributions, gifts, grants $166,092Meal Fees $147,723
Second Highest Funding Source & Dollar AmountMeal Fees $143,153Meal Fees $154,316Contributions, gifts, grants $121,942
Third Highest Funding Source & Dollar AmountInvestment Income $71,725Investment Income $72,854Investment Income $65,419
CEO/Executive Director Compensation N/A
Tax Credits No
Short Term Solvency
Fiscal Year201420132012
Current Ratio: Current Assets/Current Liabilities2.6966.2770.88
Long Term Solvency
Fiscal Year201420132012
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Foundation Financial information taken from IRS Form 990.  Individual contributions include foundation and corporate support.
Nonprofit Meals on Wheels of Charlotte County Inc
Address 3082 Tamiami Trail
Phone 941 625-4343