Meals on Wheels of Norman Inc (EIN 730931924) - 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

Phone

4053217272

Tax Period

2023-01-01 to 2023-12-31

Meals on Wheels of Norman Inc, founded in 1972, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $918K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $822K left a modest 10% surplus.

Mission

To Help Improve Nutrition by providing meal services to elderly, ill or disabled residents unable to prepare their own meals, and To improve the mental health of the isolated recipients by providing visitation

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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 $690,077

Program Service Revenue $108,121

Investment Income $4,049

Other Revenue $115,546

TOTAL REVENUE $917,793

Expense Breakdown

Grants Paid $0

Salaries & Benefits $295,217

Fundraising Expenses $39,457

Program Expenses $743,495

Other Expenses $527,192

TOTAL EXPENSES $822,409

Year-over-Year Comparison

	2023	2022	Change
Revenue	$917,793	$751,929	+0.2%
Expenses	$822,409	$717,620	+0.1%
Net Income	$95,384	$34,309	+1.8%

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

N/A

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
Summer McGuiire	Executive Dir.	40.00	Director	$0	$0	$0
Jeanette Capshaw	Director	1.00	Director	$0	$0	$0
Dee Cody-Beebe	Director	1.00	Director	$0	$0	$0
Kevin Foster	Director	1.00	Director	$0	$0	$0
Krisie Koepp	Director	1.00	Director	$0	$0	$0
James Parker	Treasurer	1.00	Officer Director	$0	$0	$0
Lydia Bare	Director	1.00	Director	$0	$0	$0
Cindy Zumwalt	Director	1.00	Director	$0	$0	$0
Tonya Almond	Director	1.00	Director	$0	$0	$0
Crystal Adcock	Secretary	1.00	Officer Director	$0	$0	$0
John Richardson	Vice President	1.00	Officer Director	$0	$0	$0
Justin Yahola	Director	1.00	Director	$0	$0	$0
Brad Shipman	Director	1.00	Director	$0	$0	$0
Eugene Bertman	Director	1.00	Director	$0	$0	$0
Ryan Hamblin	President	1.00	Officer Director	$0	$0	$0
Isaac Badayos	Director	1.00	Director	$0	$0	$0
Scott Christian	Director	1.00	Director	$0	$0	$0
Caitlin Fournier	Director	1.00	Director	$0	$0	$0
Sherry Sullivan	Director	1.00	Director	$0	$0	$0
Amanda Jones	Director	1.00	Director	$0	$0	$0
Jenny Arrowood	Director	1.00	Director	$0	$0	$0
Glenda Gallagher	Director	0.00	Director	$0	$0	$0
Jeremy Garnand	Director	0.00	Director	$0	$0	$0
Erica Millar	Director	0.00	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	$917,793	$822,409	$958,266	$95,384
2022	$751,929	$717,620	$865,385	$34,309
2021	$820,677	$704,179	$822,098	$116,498
2020	$878,624	$684,644	$699,340	$193,980
2019	$643,052	$630,667	$508,668	$12,385
2018	$642,524	$606,321	$494,057	$36,203

Meals on Wheels of Norman Inc