MEALS ON WHEELS OF FULLERTON INC (EIN 330472661) - 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

1991

Legal Domicile

Principal Officer

SANDRA WHITE

Phone

7148712200

Tax Period

2020-07-01 to 2021-06-30

MEALS ON WHEELS OF FULLERTON INC, founded in 1991, is a small nonprofit in the Unknown sector that reported $262K in total revenue in fiscal year 2020. Revenue surged 95% from the prior year, signaling strong growth momentum. The organization ran a surplus of $120K, a strong 46% operating margin.

Mission

ASSISTING HOMEBOUND OR FRAIL INDIVIDUALS IN MAINTAINING THEIR INDEPENDENCE IN THEIR OWN RESIDENCES BY PROVIDING HOME-DELIVERED, NUTRITIOUS, AND WELL-BALANCED MEALS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $182,127

Program Service Revenue $35,184

Investment Income $1,352

Other Revenue $43,415

TOTAL REVENUE $262,078

Expense Breakdown

Grants Paid $0

Salaries & Benefits $79,511

Fundraising Expenses $248

Program Expenses $128,283

Other Expenses $62,954

TOTAL EXPENSES $142,465

Year-over-Year Comparison

	2020	2019	Change
Revenue	$262,078	$134,377	+1.0%
Expenses	$142,465	$136,070	+0.0%
Net Income	$119,613	$-1,693	-71.7%

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

200

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
BARBARA BINGHAM	MEMBER	2.00	Director	$0	$0	$0
JEANNE KILOH	MEMBER	2.00	Director	$0	$0	$0
CAROL PANKOW	EMPTY BOWLS FUNDRAISER	2.00	Director	$0	$0	$0
CJ EASTMAN	MEMBER	2.00	Director	$0	$0	$0
SUSAN LATHERS	MEMBER	2.00	Director	$0	$0	$0
SUSAN MUSSELMAN	MEMBER	2.00	Director	$0	$0	$0
BARBARA KILPONEN	MEMBER	2.00	Director	$0	$0	$0
SANDRA WHITE	PRESIDENT	10.00	Officer	$0	$0	$0
GINNY SANATAR	VICE PRESIDENT	10.00	Officer	$0	$0	$0
EILEEN YOUNG	VICE PRESIDENT	10.00	Officer	$0	$0	$0
RUSSELL HOLDEN	TREASURER	10.00	Officer	$0	$0	$0
MARILYN GALVIN	RECORDING SECRETARY	10.00	Officer	$0	$0	$0
CAROL ANN MCVICAR	CORRESPONDING SECRETARY	5.00	Officer	$0	$0	$0
CLAUDIA CANFIELD	ASSISTANT TREASURER	2.00	Officer	$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
2021	$262,078	$142,465	$332,466	$119,613

MEALS ON WHEELS OF FULLERTON INC