Handi-Wheels Transportation Inc (EIN 450348910) - 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

1978

Legal Domicile

Principal Officer

Allan Peterson

Phone

7012323231

Tax Period

2019-01-01 to 2019-12-31

Handi-Wheels Transportation Inc, founded in 1978, is a small nonprofit in the Human Services sector that reported $216K in total revenue in fiscal year 2019. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $242K exceeded revenue, resulting in a 12% operating deficit.

Mission

Special transportation for individuals with a disability, elderly, or poverty income level.

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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 (2019)

Revenue Breakdown

Contributions & Grants $118,415

Program Service Revenue $91,053

Investment Income $3,913

Other Revenue $2,688

TOTAL REVENUE $216,069

Expense Breakdown

Grants Paid $0

Salaries & Benefits $119,821

Fundraising Expenses $0

Program Expenses $189,683

Other Expenses $122,167

TOTAL EXPENSES $241,988

Year-over-Year Comparison

	2019	2018	Change
Revenue	$216,069	$183,697	+0.2%
Expenses	$241,988	$224,497	+0.1%
Net Income	$-25,919	$-40,800	-0.4%

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

$13,650

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tonna Horsley	Executive Director	25.00	Officer	$13,650	$0	$13,650
Allan Peterson	President	5.00	Officer Director	$0	$0	$0
Bev Rohde	Treasurer	2.00	Officer Director	$0	$0	$0
Dorothy Olsen	Secretary	2.00	Officer Director	$0	$0	$0
Jennifer Miller	Board Member	2.00	Director	$0	$0	$0
James Martin	Board Member	2.00	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
2019	$216,069	$241,988	$18,276	$-25,919
2018	$183,697	$224,497	$65,328	$-40,800

Handi-Wheels Transportation Inc