BERKELEY COUNTY MEALS ON WHEELS INC (EIN 237121298) - 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

MARSHALL SPIKER

Phone

3042636622

Tax Period

2024-01-01 to 2024-12-31

BERKELEY COUNTY MEALS ON WHEELS INC, founded in 1971, is a small nonprofit that reported $610K in total revenue in fiscal year 2024. The organization ran a surplus of $201K, a strong 33% operating margin.

Mission

NUTRITIONAL MEALS FOR ELDERLY/HOMEBOUND

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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 $354,975

Program Service Revenue $214,447

Investment Income $40,145

Other Revenue $0

TOTAL REVENUE $609,567

Expense Breakdown

Grants Paid $0

Salaries & Benefits $146,343

Fundraising Expenses $0

Program Expenses $374,728

Other Expenses $261,939

TOTAL EXPENSES $408,282

Year-over-Year Comparison

	2024	2023	Change
Revenue	$609,567	$579,215	+0.1%
Expenses	$408,282	$389,463	+0.0%
Net Income	$201,285	$189,752	+0.1%

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

242

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
LINDA BARNHART	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARSHALL SPIKER	TREASURER	1.00	Officer Director	$0	$0	$0
DRENNA REINECK	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
SANDRA SPIKER	SECRETARY	1.00	Officer Director	$0	$0	$0
FRANK CERAVALO	BOARD MEMBER	1.00	Director	$0	$0	$0
JONATHAN BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
BETTY FULK	BOARD MEMBER	1.00	Director	$0	$0	$0
TINA NIPE	BOARD MEMBER	1.00	Director	$0	$0	$0
KAYLA LYLES	BOARD MEMBER	1.00	Director	$0	$0	$0
BARBARA PERRELL	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES PICKETT	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM MOFFITT	BOARD MEMBER	1.00	Director	$0	$0	$0
ALISON POLAND	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY KACKLEY	BOARD MEMBER	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
2024	$609,567	$408,282	$1,066,132	$201,285
2023	$579,115	$389,463	$864,504	$189,652
2022	$514,059	$349,337	$671,197	$164,722
2021	$444,683	$283,520	$505,570	$161,163
2020	$364,625	$243,272	$339,199	$121,353
2019	$270,501	$219,354	$214,680	$51,147
2018	$203,992	$153,899	$156,964	$50,093

BERKELEY COUNTY MEALS ON WHEELS INC