VALLEY MEALS ON WHEELS INC (EIN 510168335) - 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

1974

Legal Domicile

Principal Officer

CLAUDIA JONES

Phone

2087995767

Tax Period

2023-01-01 to 2023-12-31

VALLEY MEALS ON WHEELS INC, founded in 1974, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $352K in total revenue in fiscal year 2023. Expenses of $320K left a modest 9% surplus.

Mission

TO DELIVER MEALS TO SHUT-INS WHO CANNOT OR SHOULD NOT PREPARE MEALS FOR THEMSELVES.

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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 $178,394

Program Service Revenue $169,562

Investment Income $4,117

Other Revenue $0

TOTAL REVENUE $352,073

Expense Breakdown

Grants Paid $0

Salaries & Benefits $72,484

Fundraising Expenses $0

Program Expenses $232,201

Other Expenses $14,875

TOTAL EXPENSES $319,560

Year-over-Year Comparison

	2023	2022	Change
Revenue	$352,073	$333,782	+0.1%
Expenses	$319,560	$339,443	-0.1%
Net Income	$32,513	$-5,661	-6.7%

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
MARGO L ERICSON	COORDINATOR	35.00		$45,479	$0	$45,479
DENNIS W OHRTMAN	FINANCE COORD.	15.00		$7,741	$0	$7,741
PAULA V HAWKINS	WEEKEND COORDINATO	8.00		$7,463	$0	$7,463
ROSS C DAVIS	PACKER	8.00		$4,699	$0	$4,699
KRISTIN BENNETT	PACKER	10.00		$3,529	$0	$3,529
ELLEN L WATSON	WEEKEND COORD.	5.00		$262	$0	$262
MARGARET DUNCAN	Director	1.00	Director	$0	$0	$0
CLAUDIA JONES	President	10.00	Officer Director	$0	$0	$0
KATHY JOHNSON	Director	1.00	Director	$0	$0	$0
RICHARD KREMER	Vice President	4.00	Officer Director	$0	$0	$0
SAMUEL CHARLES	Treasurer	8.00	Officer Director	$0	$0	$0
LLOYD WALLIS	Secretary	2.00	Officer Director	$0	$0	$0
LORENE ELLIS	Director	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	No data	No data	No data	No data
2023	$352,073	$319,560	$171,255	$32,513
2022	$333,782	$339,443	$138,742	$-5,661
2021	$324,899	$302,094	$144,403	$22,805
2020	$274,554	$282,225	$121,602	$-7,671

VALLEY MEALS ON WHEELS INC