MEALS ON WHEELS OF CHARLOTTE COUNTY INC (EIN 591358912) - 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

1969

Legal Domicile

Phone

9416254343

Tax Period

2025-01-01 to 2025-12-31

MEALS ON WHEELS OF CHARLOTTE COUNTY INC, founded in 1969, is a small nonprofit in the Human Services sector that reported $411K in total revenue in fiscal year 2025. Revenue decreased 13% compared to the prior year. Expenses of $498K exceeded revenue, resulting in a 21% operating deficit.

Mission

TO PREPARE AND DELIVER MEALS TO THE ELDERLY/DISABLED.

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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 (2025)

Revenue Breakdown

Contributions & Grants $213,109

Program Service Revenue $260,879

Investment Income $-63,133

Other Revenue $0

TOTAL REVENUE $410,855

Expense Breakdown

Grants Paid $0

Salaries & Benefits $140,490

Fundraising Expenses $0

Program Expenses $223,667

Other Expenses $357,120

TOTAL EXPENSES $497,610

Year-over-Year Comparison

	2025	2024	Change
Revenue	$410,855	$470,141	-0.1%
Expenses	$497,610	$465,380	+0.1%
Net Income	$-86,755	$4,761	-19.2%

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

N/A

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

$1,200

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
KEVIN LOCKET	BOARD MEMBER	Director	$1,200	$0	$1,200
KEITH MEYERS	BOARD MEMBER	Director	$0	$0	$0
AMBER WEAVER	BOARD MEMBER	Director	$0	$0	$0
JENNIFER NEUMAN	BOARD MEMBER	Director	$0	$0	$0
AMY MELLOR	BOARD MEMBER	Director	$0	$0	$0
PERI BLUEMER	BOARD MEMBER	Director	$0	$0	$0
RYAN BARBER	BOARD MEMBER	Director	$0	$0	$0
DARCY WOODS	PRESIDENT	Officer	$0	$0	$0
JAMI JOANNES	VICE PRESIDENT	Officer	$0	$0	$0
VALERIE TIFFANY	SECRETARY	Officer	$0	$0	$0
DONNA KENNEDY	TREASURER	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	$410,855	$497,610	$2,227,678	$-86,755
2024	$470,141	$465,380	$2,319,345	$4,761
2024	$470,141	$465,380	$2,319,345	$4,761
2023	$380,086	$548,234	$2,314,584	$-168,148
2023	$380,086	$548,234	$2,314,584	$-168,148
2022	$621,226	$461,112	$2,482,571	$160,114
2021	$606,096	$450,670	$2,322,457	$155,426
2020	$661,055	$415,885	$2,174,197	$245,170
2019	$630,268	$432,293	$1,917,084	$197,975
2018	$432,701	$421,742	$1,488,890	$10,959

MEALS ON WHEELS OF CHARLOTTE COUNTY INC