MEALS ON WHEELS OF STEVENS POINT (EIN 391364268) - 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

1984

Legal Domicile

Principal Officer

TASHA BEESTMAN

Phone

7153410081

Tax Period

2023-01-01 to 2023-12-31

MEALS ON WHEELS OF STEVENS POINT, founded in 1984, is a small nonprofit that reported $379K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $351K left a modest 7% surplus.

Mission

HOME DELIVERY OF MEALS TO THE ELDERLY

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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 (2023)

Revenue Breakdown

Contributions & Grants $141,435

Program Service Revenue $209,269

Investment Income $18,183

Other Revenue $9,688

TOTAL REVENUE $378,575

Expense Breakdown

Grants Paid $0

Salaries & Benefits $109,936

Fundraising Expenses $14,378

Program Expenses $297,781

Other Expenses $240,919

TOTAL EXPENSES $350,855

Year-over-Year Comparison

	2023	2022	Change
Revenue	$378,575	$335,722	+0.1%
Expenses	$350,855	$358,924	0.0%
Net Income	$27,720	$-23,202	-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

Employees

Volunteers

118

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
PAUL ANDERSON	DIRECTOR	0.50	Director	$0	$0	$0
KATHY FANDRE	DIRECTOR	0.50	Director	$0	$0	$0
GAIL SAWYER	DIRECTOR	0.50	Director	$0	$0	$0
PAM STARZINSKI	DIRECTOR	0.50	Director	$0	$0	$0
MYKEERAH ZARAZUA	DIRECTOR	0.50	Director	$0	$0	$0
STEVE BIERMAN	SECRETARY	0.50	Officer	$0	$0	$0
TANYA SONDELSKI	PRESIDENT	0.50	Officer	$0	$0	$0
TERRIE TAUFERNER	TREASURER	0.50	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
2024	No data	No data	No data	No data
2023	$378,575	$350,855	$633,271	$27,720
2022	$335,722	$358,924	$557,420	$-23,202
2021	$390,653	$322,576	$662,369	$68,077
2020	$488,144	$318,517	$559,924	$169,627
2019	$292,149	$270,496	$339,802	$21,653
2018	$326,009	$283,778	$293,141	$42,231

MEALS ON WHEELS OF STEVENS POINT