MEALS ON WHEELS BLUFFTON/HILTON HEAD (EIN 570691109) - 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

1979

Legal Domicile

Principal Officer

JOE SCALZO

Phone

8438020919

Tax Period

2023-01-01 to 2023-12-31

MEALS ON WHEELS BLUFFTON/HILTON HEAD, founded in 1979, is a small nonprofit that reported $506K in total revenue in fiscal year 2023. Revenue surged 70% from the prior year, signaling strong growth momentum. Expenses of $623K exceeded revenue, resulting in a 23% operating deficit.

Mission

TO PROVIDE HOT AND HEALTHY MEALS TO THOSE WITHIN THE LOCAL COMMUNITY WHO CAN NOT PROVIDE 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 $457,734

Program Service Revenue $0

Investment Income $9,334

Other Revenue $39,421

TOTAL REVENUE $506,489

Expense Breakdown

Grants Paid $0

Salaries & Benefits $198,764

Fundraising Expenses $50,086

Program Expenses $551,495

Other Expenses $424,155

TOTAL EXPENSES $622,919

Year-over-Year Comparison

	2023	2022	Change
Revenue	$506,489	$298,327	+0.7%
Expenses	$622,919	$492,690	+0.3%
Net Income	$-116,430	$-194,363	-0.4%

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

150

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
JOE SCALZO	CHAIR	10.00	Officer Director	$0	$0	$0
NARVEL WEESE	VICE-CHAIR	10.00	Officer Director	$0	$0	$0
HOLLY GOLDEN CPA	TREASURER	10.00	Officer Director	$0	$0	$0
JAMES O DANIEL	SECRETARY	10.00	Officer Director	$0	$0	$0
NEAL FITZPATRICK	MEMBER	2.00	Director	$0	$0	$0
VENITA W BARNETTE	MEMBER	2.00	Director	$0	$0	$0
LINDA HARRELL	MEMBER	2.00	Director	$0	$0	$0
CHICK SIMONDS	MEMBER	2.00	Director	$0	$0	$0
CONSTANCE MARTIN-WITTER	MEMBER	2.00	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	$506,489	$622,919	$509,183	$-116,430
2022	$298,327	$492,690	$474,601	$-194,363
2021	$379,169	$320,166	$666,716	$59,003
2020	$369,659	$270,102	$609,151	$99,557
2019	$246,422	$194,781	$503,620	$51,641

MEALS ON WHEELS BLUFFTON/HILTON HEAD