MEALS ON WHEELS INC (EIN 237399875) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

KRIS SHABESTAR

Phone

4348470796

Tax Period

2023-07-01 to 2024-06-30

MEALS ON WHEELS INC, founded in 1975, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2018. Revenue surged 190% from the prior year, signaling strong growth momentum. The organization ran a surplus of $988K, a strong 60% operating margin.

Mission

MEALS ON WHEELS OF GREATER LYNCHBURG ADDRESSES THE HUNGER, ISOLATION, AND UNIQUE NEEDS OF THE HOMEBOUND. DRIVEN BY VOLUNTEERS WHO EMBODY COMPASSIONATE CARE, MEALS ON WHEELS STRENGTHENS OUR COMMUNITY BY DELIVERING HOT, NUTRITIOUS MEALS, FRIENDLY VISITS, AND SAFETY CHECKS - EMPOWERING PEOPLE TO LIVE VALUED, INDEPENDENT LIVES AT HOME.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,270,827

Program Service Revenue $101,434

Investment Income $278,916

Other Revenue $36,878

TOTAL REVENUE $1,688,055

Expense Breakdown

Grants Paid $0

Salaries & Benefits $653,919

Fundraising Expenses $80,604

Program Expenses $1,252,324

Other Expenses $775,453

TOTAL EXPENSES $1,429,372

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,688,055	$1,371,880	+0.2%
Expenses	$1,429,372	$1,266,494	+0.1%
Net Income	$258,683	$105,386	+1.5%

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

700

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

$104,808

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAN GRAY	DIRECTOR	1.00	Director	$0	$0	$0
LEWIS THOMAS	SECRETARY	1.00	Officer Director	$0	$0	$0
DEANNEA DAMERON	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MAXEY JR	DIRECTOR	1.00	Director	$0	$0	$0
MURRELL THORNHILL	DIRECTOR	1.00	Director	$0	$0	$0
EMILY ANNE DAWSON	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN O'NEILL	DIRECTOR	1.00	Director	$0	$0	$0
DAVID WODICKA	DIRECTOR	1.00	Director	$0	$0	$0
DARYL YODER	DIRECTOR	1.00	Director	$0	$0	$0
MARY MCCARTHY	DIRECTOR	1.00	Director	$0	$0	$0
DIANE HOBBS	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS INGERSOLL	TREASURER	1.00	Officer Director	$0	$0	$0
SCOTT KOWALSKI	CHAIR	1.00	Officer Director	$0	$0	$0
CLUNET PETTYJOHN	IMMEDIATE PAST CHAIR	1.00	Director	$0	$0	$0
TIMOTHY HECK	DIRECTOR	1.00	Director	$0	$0	$0
STEVE BLICKENSTAFF	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LAURA LIGHT	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN WEIDNER	DIRECTOR	1.00	Director	$0	$0	$0
KRIS SHABESTAR	EXEC. DIRECTOR	40.00	Key Emp	$96,157	$8,651	$104,808

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	No data	No data	No data	No data
2024	$1,688,055	$1,429,372	$6,030,057	$258,683
2023	$1,371,880	$1,266,494	$5,481,712	$105,386
2022	$1,328,513	$1,111,129	$5,260,894	$217,384
2021	$1,400,393	$995,369	$5,522,647	$405,024
2020	$1,677,934	$854,354	$4,312,161	$823,580
2019	$1,643,829	$656,306	$3,351,440	$987,523

MEALS ON WHEELS INC