WOLFEBORO AREA MEALS ON WHEELS INC (EIN 020311890) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1974

Legal Domicile

Principal Officer

Cheryl G Dempsey

Phone

6035152043

Tax Period

2024-10-01 to 2025-09-30

WOLFEBORO AREA MEALS ON WHEELS INC, founded in 1974, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $216K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $61K, a strong 28% operating margin.

Mission

To provide noon-time meals to homebound elderly and disabled residents of Tuftonboro, Wolfeboro and Brookfield, New Hampshire.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $173,376

Program Service Revenue $30,883

Investment Income $11,833

Other Revenue $0

TOTAL REVENUE $216,092

Expense Breakdown

Grants Paid $0

Salaries & Benefits $55,430

Fundraising Expenses $4,489

Program Expenses $148,520

Other Expenses $99,191

TOTAL EXPENSES $154,621

Year-over-Year Comparison

	2024	2023	Change
Revenue	$216,092	$155,029	+0.4%
Expenses	$154,621	$133,956	+0.2%
Net Income	$61,471	$21,073	+1.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Richard Frazier	Director	1.00	Director	$0	$0	$0
Cheryl Dempsey	Treasurer	2.00	Officer	$0	$0	$0
Joyce Chandler-Smith	Director	1.00	Director	$0	$0	$0
Sandra Babalis	Director	1.00	Director	$0	$0	$0
Lee Mulert	Director	1.00	Director	$0	$0	$0
Kurt Roessler	President	2.00	Officer	$0	$0	$0
Beth Slepian	Vice President	2.00	Officer Director	$0	$0	$0
Amy Cappone-Muccio	Director	1.00	Director	$0	$0	$0
Lynne Slocum	Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$216,092	$154,621	$613,072	$61,471
2024	$155,029	$133,956	$509,060	$21,073
2023	$172,516	$114,063	$426,436	$58,453
2022	$163,582	$104,808	$343,095	$58,774
2021	$301,862	$99,432	$331,778	$202,430

WOLFEBORO AREA MEALS ON WHEELS INC