MEALS-ON-WHEELS INC (EIN 060809614) - 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

1966

Legal Domicile

Principal Officer

LORI JACKSON

Phone

2038691312

Tax Period

2024-10-01 to 2025-09-30

MEALS-ON-WHEELS INC, founded in 1966, is a small nonprofit that reported $385K in total revenue in fiscal year 2024. Expenses of $438K exceeded revenue, resulting in a 14% operating deficit.

Mission

TO PROVIDE MEALS TO THE ELDERLY, SICK & DISABLED IN THE TOWN OF GREENWICH, CT

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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 $206,923

Program Service Revenue $119,605

Investment Income $58,312

Other Revenue $0

TOTAL REVENUE $384,840

Expense Breakdown

Grants Paid $0

Salaries & Benefits $122,828

Fundraising Expenses $5,882

Program Expenses $354,760

Other Expenses $315,393

TOTAL EXPENSES $438,221

Year-over-Year Comparison

	2024	2023	Change
Revenue	$384,840	$402,574	0.0%
Expenses	$438,221	$474,825	-0.1%
Net Income	$-53,381	$-72,251	-0.3%

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
LORI JACKSON	PRESIDENT	8.00	Officer Director	$0	$0	$0
SUSAN ARTURI	VICE PRESIDENT	8.00	Officer Director	$0	$0	$0
PHYLLIS BEHLEN	TREASURER	5.00	Officer Director	$0	$0	$0
ANDREA C SISCA	RECORDING SECRETARY	1.00	Officer Director	$0	$0	$0
JANE PERKINS	CORRESPONDING SECRETARY	1.50	Officer Director	$0	$0	$0
TERRY CATALDO	DIRECTOR	0.75	Director	$0	$0	$0
BRIAN J MAHER	DIRECTOR	0.50	Director	$0	$0	$0
DEBRA SCHWARTZ	DIRECTOR	0.25	Director	$0	$0	$0
DEBRA MCLAUGHLIN	DIRECTOR	7.00	Director	$0	$0	$0
DAVID FINN	DIRECTOR	0.50	Director	$0	$0	$0
CAROLYN LARUSSO	DIRECTOR	1.00	Director	$0	$0	$0
JEN MARZULLO	DIRECTOR	0.00	Director	$0	$0	$0
JASON HALIO	DIRECTOR	0.00	Director	$0	$0	$0
ANNE SILVEY	DIRECTOR	0.00	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	$384,840	$438,221	$1,372,450	$-53,381
2024	$402,574	$474,825	$1,354,050	$-72,251
2023	$405,890	$402,232	$1,234,130	$3,658
2022	$803,706	$393,959	$1,128,688	$409,747
2021	$365,614	$371,749	$944,245	$-6,135
2020	$452,741	$339,952	$816,021	$112,789
2019	$293,822	$270,335	$708,265	$23,487
2018	$392,942	$246,425	$703,644	$146,517

MEALS-ON-WHEELS INC