KENMARE WHEELS & MEALS INC

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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

1960

Legal Domicile

Principal Officer

LISA BARTLETT

Phone

7013854364

Tax Period

2023-01-01 to 2023-12-31

KENMARE WHEELS & MEALS INC, founded in 1960, is a small nonprofit that reported $353K in total revenue in fiscal year 2023. Expenses of $318K left a modest 10% surplus.

Mission

The Agencys mission is to provide meals and transportation services to senior citizens in a three county area. The agency operates

Program Service Accomplishments

Program 1

Expenses: $317,743 Revenue: $61,137

Title III. The Title III program provides several services to area senior citizens. The agency operates several congregate meal sites and delviers meals to homebound senior citizens.

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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 $231,323

Program Service Revenue $61,137

Investment Income $234

Other Revenue $60,764

TOTAL REVENUE $353,458

Expense Breakdown

Grants Paid $0

Salaries & Benefits $153,385

Fundraising Expenses $0

Program Expenses $317,743

Other Expenses $164,358

TOTAL EXPENSES $317,743

Year-over-Year Comparison

	2023	2022	Change
Revenue	$353,458	$360,880	0.0%
Expenses	$317,743	$327,522	0.0%
Net Income	$35,715	$33,358	+0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA BARTLETT	EXECUTIVE DIRECTOR	40.00	Key Emp	$0	$0	$0
MELISSA HARRIS	PRESIDENT	0.00	Director	$0	$0	$0
JODY OLSON	DIRECTOR	0.00	Director	$0	$0	$0
ALICE PAUSIG	SECRETARY	0.00	Director	$0	$0	$0
CAROL SVEE	DIRECTOR	0.00	Director	$0	$0	$0
BARB QUIMBY	PRESIDENT	0.00	Director	$0	$0	$0
CHARLENE ANKENBAUER	TREASURER	0.00	Director	$0	$0	$0
BEVERLY BRISCOE	VICE PRESIDENT	0.00	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
2024	No data	No data	No data	No data
2023	$353,458	$317,743	$342,868	$35,715
2022	$360,880	$327,522	$317,954	$33,358
2021	$326,893	$269,535	$276,346	$57,358
2020	$321,556	$256,950	$650,892	$64,606
2019	$286,507	$244,488	$584,516	$42,019
2018	$247,681	$254,183	$540,832	$-6,502