MEALS ON WHEELS DIABLO REGION (EIN 680044205) - 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

1964

Legal Domicile

Principal Officer

DAVID LINNELL

Phone

9259378311

Tax Period

2023-07-01 to 2024-06-30

MEALS ON WHEELS DIABLO REGION, founded in 1964, is a community nonprofit in the Human Services sector that reported $6.4M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

MEALS ON WHEELS DIABLO REGION PROVIDES INFORMATION, DIRECT ASSISTANCE, HOME DELIVERED MEALS, WRAPAROUND SERVICES AND NUTRITIONAL SERVICES TO FRAIL ELDERLY.

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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 $6,378,105

Program Service Revenue $0

Investment Income $115,753

Other Revenue $-59,384

TOTAL REVENUE $6,434,474

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,371,512

Fundraising Expenses $321,429

Program Expenses $5,645,261

Other Expenses $2,938,077

TOTAL EXPENSES $6,309,589

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,434,474	$5,212,931	+0.2%
Expenses	$6,309,589	$4,966,577	+0.3%
Net Income	$124,885	$246,354	-0.5%

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

492

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
CAITLIN E SLY	EXECUTIVE DIR.	40.00		$174,754	$0	$174,754
S N	DIRECTOR	40.00		$112,687	$0	$112,687
C B	DIRECTOR	40.00		$106,841	$0	$106,841
PRAVIN VENKETSAMY	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES R DONNELLY	Treasurer	1.00	Officer Director	$0	$0	$0
TIM ARGENTI	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
RENEE S MORGAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BRITT STROTTMAN	Director	1.00	Director	$0	$0	$0
TESSIE BELLARMINE	Director	1.00	Director	$0	$0	$0
LINDY MAYNES-KOLTHOFF	Director	1.00	Director	$0	$0	$0
KERRY S INSERRA	Secretary	1.00	Officer Director	$0	$0	$0
SHARON QUESADA JENKINS	BOARD 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	No data	No data	No data	No data
2024	$6,434,474	$6,309,589	$6,048,915	$124,885
2023	$5,212,931	$4,966,577	$6,305,545	$246,354
2022	$4,507,482	$4,138,889	$4,898,113	$368,593
2021	$5,364,863	$3,706,142	$5,404,888	$1,658,721
2020	$3,388,869	$2,856,830	$3,798,518	$532,039
2019	$2,733,606	$2,489,069	$2,872,751	$244,537
2018	$2,607,565	$2,141,925	$2,739,190	$465,640

MEALS ON WHEELS DIABLO REGION