Meals on Wheels of Lamoille County Inc

EIN: 223240238 501(c)(3) Community Improvement

Morrisville, VT

Total Revenue
$807,501
Total Expenses
$686,408
Total Assets
$1,701,918
Net Assets
$1,602,084
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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
1993
Legal Domicile
VT
Principal Officer
Summer Daniels
Phone
8028885011
Tax Period
2024-10-01 to 2025-09-30

Meals on Wheels of Lamoille County Inc, founded in 1993, is a small nonprofit in the Community Improvement sector that reported $808K in total revenue in fiscal year 2024. Expenses of $686K left a modest 15% surplus.

Mission

Meals on Wheels of Lamoille Countys mission is to improve health and enhance the quality of life for our community elders by providing nutrition meals and social interaction.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $278,185
Program Service Revenue $352,397
Investment Income $68,639
Other Revenue $108,280
TOTAL REVENUE $807,501

Expense Breakdown

Grants Paid $0
Salaries & Benefits $349,427
Fundraising Expenses $15,339
Program Expenses $622,033
Other Expenses $336,981
TOTAL EXPENSES $686,408

Year-over-Year Comparison

2024 2023 Change
Revenue $807,501 $844,475 0.0%
Expenses $686,408 $660,438 +0.0%
Net Income $121,093 $184,037 -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

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Governance

Voting Members
7
Independent Members
7
Employees
15
Volunteers
100

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
4
$27,800
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Summer Daniels Executive Director 040.00
Officer
$27,800 $0 $27,800
Trish Buyer Chair 001.00
Officer Director
$0 $0 $0
Cathy Snow left during FY25 Vice Chair 001.00
Officer Director
$0 $0 $0
Glenn Dwyer Treasurer 001.00
Officer Director
$0 $0 $0
Stephen Schneps Board Member 001.00
Director
$0 $0 $0
John Turkowski Board Member 001.00
Director
$0 $0 $0
Thy Nhuynh left during FY25 Board Member 001.00
Director
$0 $0 $0
Stephen Rosenbloom left during FY25 Board Member 001.00
Director
$0 $0 $0
Jane McClellan Board Member 001.00
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 $807,501 $686,408 $1,701,918 $121,093
2024 $844,475 $660,438 $1,606,032 $184,037
2023 $735,371 $583,358 $1,418,117 $152,013
2022 $507,093 $527,539 $1,130,761 $-20,446
2022 $606,472 $565,785 $1,098,486 $40,687
2021 $736,758 $506,625 $1,127,115 $230,133
2020 $577,116 $405,966 $872,449 $171,150
2019 $460,348 $377,863 $666,038 $82,485
2018 $438,154 $363,307 $553,736 $74,847
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