LOUISVILLE WHEELS TRANSPORTATION INC (EIN 383778790) - 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

2008

Legal Domicile

Principal Officer

ROBIN SHAW

Phone

5025613690

Tax Period

2022-07-01 to 2023-06-30

LOUISVILLE WHEELS TRANSPORTATION INC, founded in 2008, is a community nonprofit in the Human Services sector that reported $3.1M in total revenue in fiscal year 2022. Expenses of $2.7M left a modest 13% surplus.

Mission

LOUISVILLE WHEELS TRANSPORTATION, INC. EXISTS TO SERVE AS A RESOURCE FOR ELDERLY AND DISABLED PEOPLE, PROVIDING TRANSPORTATION TO MEDICAL APPOINTMENTS, SENIOR CENTERS, AND OTHER SIMILAR NEEDS OF ITS CLIENTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,910,217

Program Service Revenue $1,109,737

Investment Income $92,052

Other Revenue $13,506

TOTAL REVENUE $3,125,512

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,486,251

Fundraising Expenses $0

Program Expenses $2,115,959

Other Expenses $1,231,758

TOTAL EXPENSES $2,718,009

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,125,512	$3,070,785	+0.0%
Expenses	$2,718,009	$2,665,646	+0.0%
Net Income	$407,503	$405,139	+0.0%

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

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

$107,650

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBIN SHAW	CEO	40.00	Officer	$107,650	$0	$107,650
GLENDA BERRY	BOARD MEMBER	1.00	Director	$0	$0	$0
VIRGINIA BRADFORD	SECRETARY	2.00	Officer Director	$0	$0	$0
TONI COOK	TREASURER	2.00	Officer Director	$0	$0	$0
REBECCA CUMMINGS	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDRA FUQUA-BAKER	BOARD MEMBER	1.00	Director	$0	$0	$0
VERNA GOATLEY	CHAIRMAN	2.00	Officer Director	$0	$0	$0
REBECCA JACOBS	BOARD MEMBER	1.00	Director	$0	$0	$0
ARMIN ZUKANOVIC	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$3,125,512	$2,718,009	$5,676,742	$407,503
2022	$3,070,785	$2,665,646	$5,176,976	$405,139
2021	$2,781,495	$2,432,219	$5,343,049	$349,276
2020	$3,525,477	$3,184,091	$4,425,496	$341,386
2019	$3,440,965	$3,478,114	$4,089,680	$-37,149
2018	$3,572,054	$3,555,238	$4,120,205	$16,816

LOUISVILLE WHEELS TRANSPORTATION INC