WILLIAMSBURG AREA MEALS ON WHEELS (EIN 540952118) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

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

1974

Legal Domicile

Principal Officer

DEREK MASON

Phone

7572299250

Tax Period

2024-07-01 to 2025-06-30

WILLIAMSBURG AREA MEALS ON WHEELS, founded in 1974, is a small nonprofit that reported $308K in total revenue in fiscal year 2017. Expenses of $298K left a modest 3% surplus.

Mission

DELIVER HOT MEALS IN WILLIAMSBURG VA AREA TO AGED, CONVALESCENT, AND HANDICAPPED INDIVIDUALS WHO ARE UNABLE TO PREPARE NUTRITIOUS MEALS FOR THEMSELVES.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $376,431

Program Service Revenue $201,223

Investment Income $0

Other Revenue $262,371

TOTAL REVENUE $840,025

Expense Breakdown

Grants Paid $0

Salaries & Benefits $396,107

Fundraising Expenses $106,757

Program Expenses $489,186

Other Expenses $390,513

TOTAL EXPENSES $786,620

Year-over-Year Comparison

	2024	2023	Change
Revenue	$840,025	$793,586	+0.1%
Expenses	$786,620	$823,305	0.0%
Net Income	$53,405	$-29,719	-2.8%

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

Volunteers

268

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

$80,082

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHERINE UPTON	EXECUTIVE DI	40.00	Officer	$80,082	$0	$80,082
JIM DOBRZENIECKI	DIRECTOR	1.00	Director	$0	$0	$0
STEVE EWELL	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN GALLON	SECRETARY	1.00	Officer	$0	$0	$0
DEREK MASON	PRESIDENT	1.00	Officer	$0	$0	$0
PENELOPE PAYNE	TREASURER	1.00	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
2025	$840,025	$786,620	$164,376	$53,405
2024	$793,586	$823,305	$145,954	$-29,719
2023	$690,139	$717,179	$248,954	$-27,040
2022	$519,011	$554,104	$177,283	$-35,093
2021	$486,859	$463,847	$191,468	$23,012
2020	$455,836	$430,189	$154,261	$25,647
2019	$331,317	$326,601	$96,913	$4,716
2018	$307,880	$297,965	$83,636	$9,915

WILLIAMSBURG AREA MEALS ON WHEELS