Meals on Wheels of Sarasota Inc (EIN 591391249) - 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

1972

Legal Domicile

Principal Officer

Rhonda Leiberick

Phone

9413666693

Tax Period

2025-01-01 to 2025-12-31

Meals on Wheels of Sarasota Inc, founded in 1972, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2025. The organization ran a surplus of $628K, a strong 36% operating margin.

Mission

PREPARATION & DELIVERY OF NUTRITIOUS MEALS TO SARASOTA COUNTY RESIDENTS FIVE DAYS PER WEEK WHO ARE ELDERLY, HOMEBOUND, OR UNABLE TO PREPARE A MEAL FOR THEMSELF.

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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 $1,270,129

Program Service Revenue $157,965

Investment Income $253,027

Other Revenue $77,066

TOTAL REVENUE $1,758,187

Expense Breakdown

Grants Paid $0

Salaries & Benefits $486,069

Fundraising Expenses $125,362

Program Expenses $872,486

Other Expenses $643,679

TOTAL EXPENSES $1,129,748

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,758,187	$1,837,977	0.0%
Expenses	$1,129,748	$1,052,045	+0.1%
Net Income	$628,439	$785,932	-0.2%

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

Volunteers

570

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

$127,784

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rhonda Leiberick	Executive Dir	45.00	Officer	$127,784	$0	$127,784
John Hermansen	President	2.00	Officer Director	$0	$0	$0
Justin Senior	Vice President	2.00	Officer Director	$0	$0	$0
David Dresner	Treasurer	2.00	Officer Director	$0	$0	$0
Jay Ahlman	Secretary	1.00	Officer Director	$0	$0	$0
Daniel Collins	Director	0.50	Director	$0	$0	$0
William Gandy	Director	0.50	Director	$0	$0	$0
Jennifer Knaack-Delgado	Director	0.50	Director	$0	$0	$0
Kevin Tinley	Director	0.50	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	$1,758,187	$1,129,748	$5,322,401	$628,439
2024	No data	No data	No data	No data
2023	$2,122,767	$1,166,769	$3,625,713	$955,998
2022	$1,042,962	$1,345,364	$2,565,387	$-302,402
2021	$1,470,219	$1,325,142	$3,061,006	$145,077
2020	$2,163,771	$1,510,117	$2,933,710	$653,654
2019	$822,933	$982,507	$2,088,010	$-159,574
2018	$778,262	$770,596	$1,990,595	$7,666

Meals on Wheels of Sarasota Inc