MONROE COUNTY MEALS ON WHEELS INC (EIN 237201104) - 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

1972

Legal Domicile

Principal Officer

SARAH WALLACE

Phone

5704248794

Tax Period

2024-01-01 to 2024-12-31

MONROE COUNTY MEALS ON WHEELS INC, founded in 1972, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

MONROE COUNTY MEALS ON WHEELS PROVIDES SUPERIOR NUTRITIONAL SUPPORT, A DAILY HUMAN CONNECTION, AND OTHER SUPPORTIVE SERVICES TO THE HOME BOUND SO THEY MAY REMAIN SAFE AND INDEPENDENT IN THEIR HOMES.

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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 $426,651

Program Service Revenue $588,872

Investment Income $57,317

Other Revenue $13,676

TOTAL REVENUE $1,086,516

Expense Breakdown

Grants Paid $0

Salaries & Benefits $251,362

Fundraising Expenses $92,378

Program Expenses $845,388

Other Expenses $909,229

TOTAL EXPENSES $1,160,591

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,086,516	$1,183,398	-0.1%
Expenses	$1,160,591	$1,244,957	-0.1%
Net Income	$-74,075	$-61,559	+0.2%

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

250

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
LISA CARDWELL	TREASURER	1.00	Officer Director	$0	$0	$0
CYNTHIA DELUCA	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL PETERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL SCHMID	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH WALLACE	PRESIDENT	1.00	Officer Director	$0	$0	$0
KELLI PISCIOTTI	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TJ PRICE	SECRETARY	1.00	Officer Director	$0	$0	$0
KIM FYLSTRA	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAWN THOMS	BOARD MEMBER	1.00	Director	$0	$0	$0
GRETCHEN WEITZMANN	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	$1,086,516	$1,160,591	$1,624,371	$-74,075
2023	$1,183,398	$1,244,957	$1,732,432	$-61,559
2022	$1,108,218	$1,109,904	$1,663,213	$-1,686
2021	$1,265,931	$1,086,817	$1,715,113	$179,114
2020	$1,267,259	$1,015,261	$1,546,704	$251,998
2019	$1,012,953	$892,819	$1,259,763	$120,134
2018	$784,886	$778,196	$1,168,797	$6,690

MONROE COUNTY MEALS ON WHEELS INC