Meals on Wheels of Tampa Inc (EIN 591679915) - 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

Stephen J King

Phone

8132388410

Tax Period

2022-07-01 to 2023-06-30

Meals on Wheels of Tampa Inc, founded in 1976, is a community nonprofit in the Food, Agriculture & Nutrition sector that reported $4.8M in total revenue in fiscal year 2022. Net assets of $10.6M represent 26 months of operating reserves.

Mission

To nourish, enrich, and strengthen the lives of seniors and disabled individuals.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,277,323

Program Service Revenue $2,460,539

Investment Income $105,182

Other Revenue $-50,592

TOTAL REVENUE $4,792,452

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,192,675

Fundraising Expenses $352,183

Program Expenses $4,524,046

Other Expenses $3,044,357

TOTAL EXPENSES $5,237,032

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,792,452	$4,619,055	+0.0%
Expenses	$5,237,032	$4,604,325	+0.1%
Net Income	$-444,580	$14,730	-31.2%

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

634

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

$420,559

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Aaron Saoud	Director	1.00	Director	$0	$0	$0
Cathy Smith	Past President	1.00	Director	$0	$0	$0
Claudine Caballero	Director	1.00	Director	$0	$0	$0
Damon Moorer	Director	1.00	Director	$0	$0	$0
Doreen Greco Ide	Director	1.00	Director	$0	$0	$0
Douglas Alan Tuttle	Past President	1.00	Director	$0	$0	$0
Ed Bass	Treasurer	1.00	Officer Director	$0	$0	$0
Fred Wallrapp	President	1.00	Officer Director	$0	$0	$0
Holly O'Brien	Director	1.00	Director	$0	$0	$0
Jeffrey Rhodes	Director	1.00	Director	$0	$0	$0
Kathy Ritchie	Past President	1.00	Director	$0	$0	$0
Kevin Franzese	Director	1.00	Director	$0	$0	$0
Laura Sherman	Director	1.00	Director	$0	$0	$0
Lucy Terrill	Secretary	1.00	Officer Director	$0	$0	$0
Marshall Tucker	Vice President	1.00	Officer Director	$0	$0	$0
Michelle Backlund	Director	1.00	Director	$0	$0	$0
Monica Rodriguez	Director	1.00	Director	$0	$0	$0
Robert Shimberg	Director	1.00	Director	$0	$0	$0
Wilda Isabel	Assistant Treasurer	1.00	Officer Director	$0	$0	$0
Angela Fernandez	Director	1.00	Director	$0	$0	$0
Kristin Maximo	Senior Director of Operations	40.00	Officer	$102,214	$11,947	$114,161
Laura Walsh	Senior Director of Finance	30.00	Officer	$113,350	$4,763	$118,113
Stephen J King	Executive Director	40.00	Officer	$172,370	$15,915	$188,285

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$4,792,452	$5,237,032	$10,958,022	$-444,580
2022	$4,619,055	$4,604,325	$11,405,298	$14,730
2021	$5,719,002	$3,779,971	$11,387,714	$1,939,031
2020	$3,807,735	$3,260,413	$10,085,789	$547,322
2019	$4,193,614	$2,782,094	$8,464,583	$1,411,520

Meals on Wheels of Tampa Inc