MEALS ON WHEELS INC (EIN 570634729) - 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

1976

Legal Domicile

Principal Officer

LAURIE ASHLEY

Tax Period

2024-07-01 to 2025-06-30

MEALS ON WHEELS INC, founded in 1976, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2024. Expenses of $1.9M left a modest 11% surplus.

Mission

TO DELIVER HOPE FOR OUR SENIOR AND DISABLED NEIGHBORS IN ANDERSON COUNTY THROUGH MEAL DELIVERY AND INTERACTION THAT NOURISHES THEIR PHYSICAL AND EMOTIONAL NEEDS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,859,379

Program Service Revenue $0

Investment Income $78,317

Other Revenue $198,859

TOTAL REVENUE $2,136,555

Expense Breakdown

Grants Paid $0

Salaries & Benefits $887,654

Fundraising Expenses $123,636

Program Expenses $1,568,332

Other Expenses $1,010,611

TOTAL EXPENSES $1,898,265

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,136,555	$1,990,951	+0.1%
Expenses	$1,898,265	$1,767,373	+0.1%
Net Income	$238,290	$223,578	+0.1%

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

553

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

$90,848

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURIE ASHLEY	EXECUTIVE DI	40.00	Officer	$90,848	$0	$90,848
MARK ALEXANDER	MEMBER	N/A	Director	$0	$0	$0
KELLY BOERNER	MEMBER	1.00	Director	$0	$0	$0
PATTY CLEVELAND	MEMBER	1.00	Director	$0	$0	$0
AMBER CRISP	CHAIR	1.00	Officer Director	$0	$0	$0
WESLEY EDWARDS	MEMBER	1.00	Director	$0	$0	$0
SONYA GOULD	TREASURER	N/A	Officer Director	$0	$0	$0
LEE HANCOCK	MEMBER	N/A	Director	$0	$0	$0
DARRELL HILL	MEMBER	N/A	Director	$0	$0	$0
LINDA KRAUSE	SECRETARY	1.00	Officer Director	$0	$0	$0
MIKE MAGAHA	MEMBER	1.00	Director	$0	$0	$0
LESLIE MCINTOSH	MEMBER	N/A	Director	$0	$0	$0
JOSH SHORE	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
KELLER SULLIVAN	PAST CHAIR	1.00	Officer Director	$0	$0	$0
MATT TOLLEY	MEMBER	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
2025	$2,136,555	$1,898,265	$3,230,079	$238,290
2024	$1,990,951	$1,767,373	$2,882,808	$223,578
2023	$1,958,144	$1,841,084	$2,642,835	$117,060
2022	$2,533,998	$1,623,491	$2,527,195	$910,507
2020	$1,606,317	$1,104,064	$1,017,662	$502,253
2019	$667,492	$753,533	$515,273	$-86,041

MEALS ON WHEELS INC