OAKLAND MEALS ON WHEELS (EIN 463545686) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

KIM HAVERANECK

Phone

2486980001

Tax Period

2023-01-01 to 2023-12-31

OAKLAND MEALS ON WHEELS, founded in 2013, is a micro nonprofit that reported $2K in total revenue in fiscal year 2023. Revenue fell 100% from the prior year — a significant decline worth monitoring. Expenses of $215K exceeded revenue, resulting in a 8562% operating deficit.

Mission

THE ORGANIZATION HAS BEEN ESTABLISHED TO CONDUCT A MEALS ON WHEELS PROGRAM. MEALS ARE PROVIDED TO THOSE WHO ARE HOMEBOUND, FRAIL AND ELDERLY. APPROXIMATELY 1,000 MEALS ARE DELIVERED DAILY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,486

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,486

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $215,337

Other Expenses $215,338

TOTAL EXPENSES $215,338

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,486	$1,260,527	-1.0%
Expenses	$215,338	$1,293,112	-0.8%
Net Income	$-212,852	$-32,585	+5.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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
KIM HAVERANECK	PRESIDENT/BOARD MEMBER	40.00	Officer Director	$0	$0	$0
MARK BURNETT	BOARD MEMBER	2.00	Director	$0	$0	$0
SUE ADRAGNA	BOARD MEMBER	2.00	Director	$0	$0	$0
STEVEN HAVERANECK	OPERATIONS MANAGER	40.00	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
2023	$2,486	$215,338	No data	$-212,852
2022	$1,260,527	$1,293,112	$215,102	$-32,585
2021	$1,864,935	$1,923,799	$245,921	$-58,864
2020	$1,723,669	$1,738,962	$344,898	$-15,293
2019	$1,697,055	$1,627,928	$226,750	$69,127
2018	$1,498,602	$1,412,354	$209,544	$86,248

OAKLAND MEALS ON WHEELS