MEALS ON WHEELS OF THE GREATER LEHIGH VALLEY INC (EIN 231861779) - 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

1971

Legal Domicile

Principal Officer

BANKIM BHATT

Phone

6106911030

Tax Period

2024-07-01 to 2025-06-30

MEALS ON WHEELS OF THE GREATER LEHIGH VALLEY INC, founded in 1971, is a community nonprofit in the Food, Agriculture & Nutrition sector that reported $4.3M in total revenue in fiscal year 2024. Net assets of $10.3M represent 29 months of operating reserves.

Mission

TO PROVIDE HEALTHY NUTRITION AND FOSTER SOCIAL CONNECTION ACROSS THE GREATER LEHIGH VALLEY

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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 $1,694,765

Program Service Revenue $2,341,470

Investment Income $302,646

Other Revenue $-10,743

TOTAL REVENUE $4,328,138

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,500,048

Fundraising Expenses $315,573

Program Expenses $3,517,449

Other Expenses $2,043,454

TOTAL EXPENSES $4,543,502

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,328,138	$4,459,476	0.0%
Expenses	$4,543,502	$4,361,208	+0.0%
Net Income	$-215,364	$98,268	-3.2%

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

900

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

$159,241

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BANKIM BHATT	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID ROMANELLI	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
TYLER SEIFERHELD	VICE PRESIDENT & TREASURER	1.00	Officer Director	$0	$0	$0
PAM HARNETT	SECRETARY	1.00	Officer Director	$0	$0	$0
BRIAN ABEL	MEMBER	1.00	Director	$0	$0	$0
KELLY CARNEY	MEMBER	1.00	Director	$0	$0	$0
EDWARD DUBORG	MEMBER	1.00	Director	$0	$0	$0
ROBIN FLEMMING	MEMBER	1.00	Director	$0	$0	$0
JAMES GOLD	MEMBER	1.00	Director	$0	$0	$0
LEA GRIGSBY	MEMBER	1.00	Director	$0	$0	$0
JUAN HERNANDEZ	MEMBER	1.00	Director	$0	$0	$0
CHRISTINA LEWIS	MEMBER	1.00	Director	$0	$0	$0
RALUCA MILOS MD	MEMBER	1.00	Director	$0	$0	$0
PAT SCHOENEN	MEMBER	1.00	Director	$0	$0	$0
JOENEL TORRILLO	MEMBER	1.00	Director	$0	$0	$0
CARRIE FLECKENSTEIN	MEMBER (THRU XX/XX)	1.00	Director	$0	$0	$0
ROSEMARY LAMAESTRA	MEMBER (THRU XX/XX)	1.00	Director	$0	$0	$0
KIMBERLY LAURITO	MEMBER (THRU XX/XX)	1.00	Director	$0	$0	$0
REVEREND RAYMOND MALEC	MEMBER (THRU XX/XX)	1.00	Director	$0	$0	$0
CINDY MERRITT	MEMBER (THRU XX/XX)	1.00	Director	$0	$0	$0
JUSTIN RYAN	MEMBER (THRU XX/XX)	1.00	Director	$0	$0	$0
DONNA ZIMMERMAN	MEMBER (THRU XX/XX)	1.00	Director	$0	$0	$0
ERIK J MCGAUGHEY	CHIEF EXECUTIVE OFFICER	40.00	Officer	$142,459	$16,782	$159,241

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	$4,328,138	$4,543,502	$10,451,664	$-215,364
2024	$4,459,476	$4,361,208	$10,387,925	$98,268
2023	$3,738,891	$3,734,667	$9,916,654	$4,224
2022	$4,230,734	$3,394,521	$9,546,497	$836,213
2021	$6,149,621	$3,255,200	$10,784,290	$2,894,421
2020	$3,694,468	$3,492,877	$7,576,359	$201,591

MEALS ON WHEELS OF THE GREATER LEHIGH VALLEY INC