SHENANGO VALLEY MEALS ON WHEEL (EIN 264065859) - 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

Principal Officer

TRACY SCHLIEP

Phone

7243422042

Tax Period

2024-01-01 to 2024-12-31

SHENANGO VALLEY MEALS ON WHEEL is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $139K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $32K, a strong 23% operating margin.

Mission

TO PROVIDE A MEAL AND FACE-TO-FACE CONTACT TO THOSE PEOPLE WHO ARE UNABLE TO ACCESS OR PREPARE ADEQUATE MEALS FOR THEMSELVES

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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 $69,414

Program Service Revenue $64,750

Investment Income $4,420

Other Revenue $0

TOTAL REVENUE $138,584

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54,055

Fundraising Expenses $0

Program Expenses $106,963

Other Expenses $52,908

TOTAL EXPENSES $106,963

Year-over-Year Comparison

	2024	2023	Change
Revenue	$138,584	$162,865	-0.1%
Expenses	$106,963	$153,044	-0.3%
Net Income	$31,621	$9,821	+2.2%

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

N/A

Employees

N/A

Volunteers

N/A

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	Role	Reportable Comp	Other Comp	Total
TERRY	BERCHTOLD	Officer	$0	$0	$0
KATIE	BODIEN		$0	$0	$0
THOMAS	GIORDANI	Officer	$0	$0	$0
KYLE	GREGORICH		$0	$0	$0
LORIE	HINES		$0	$0	$0
KRISTEN	KUDELKO PICCIR		$0	$0	$0
ROB	MCGOFF		$0	$0	$0
CRIS	NAWROCKI		$0	$0	$0
TRACY	SCHLIEP	Officer	$0	$0	$0
RICH	WALLACE		$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	$138,584	$106,963	$83,921	$31,621
2023	$162,865	$153,044	$49,476	$9,821
2022	$160,238	$177,668	$39,655	$-17,430
2021	$160,426	$172,472	$148,426	$-12,046
2020	$201,870	$161,807	$160,472	$40,063

SHENANGO VALLEY MEALS ON WHEEL