NEWTON MEALS ON WHEELS INC (EIN 481057233) - 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

1973

Legal Domicile

Principal Officer

LYLE CARSTENSON

Phone

3162833500

Tax Period

2023-10-01 to 2024-09-30

NEWTON MEALS ON WHEELS INC, founded in 1973, is a small nonprofit that reported $380K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $106K, a strong 28% operating margin.

Mission

DELIVER MEALS TO HOMEBOUND 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 $373,396

Program Service Revenue $0

Investment Income $6,177

Other Revenue $0

TOTAL REVENUE $379,573

Expense Breakdown

Grants Paid $0

Salaries & Benefits $77,896

Fundraising Expenses $4,264

Program Expenses $263,706

Other Expenses $195,396

TOTAL EXPENSES $273,292

Year-over-Year Comparison

	2023	2022	Change
Revenue	$379,573	$402,588	-0.1%
Expenses	$273,292	$244,320	+0.1%
Net Income	$106,281	$158,268	-0.3%

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

170

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

$55,927

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAMIE LAREZ	EXEC DIR	35.00	Key Emp	$55,927	$0	$55,927
LYLE CARSTENSON	CHAIR	3.00	Officer Director	$0	$0	$0
JOSEPH UHLMAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CINDY BRISCOE	SECRETARY	1.00	Officer Director	$0	$0	$0
LIZ KOEHN	TREASURER	5.00	Officer Director	$0	$0	$0
DAVID BRISCOE	BOARD	1.00	Director	$0	$0	$0
ANDREA FEIDLER	BOARD	1.00	Director	$0	$0	$0
KEVIN ECK	BOARD	1.00	Director	$0	$0	$0
SHANA HOSFORD	BOARD	1.00	Director	$0	$0	$0
CARSON HAYES	BOARD	1.00	Director	$0	$0	$0
KELLI HOUCHEN	BOARD	1.00	Director	$0	$0	$0
AILEEN MCCUNE	BOARD	1.00	Director	$0	$0	$0
MISTI UHLMAN	BOARD	1.00	Director	$0	$0	$0
CATHY WOODWARD	BOARD	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
2024	$379,573	$273,292	$649,147	$106,281
2023	$402,588	$244,320	$540,054	$158,268
2022	$279,982	$233,110	$382,936	$46,872
2021	$330,336	$222,942	$333,331	$107,394
2020	$263,119	$223,224	$227,842	$39,895
2019	$239,430	$179,881	$186,229	$59,549

NEWTON MEALS ON WHEELS INC