Meals on Wheels of Metro Tulsa Inc

EIN: 731125389 501(c)(3) Food, Agriculture & Nutrition

Tulsa, OK

Total Revenue
$5,906,969
Total Expenses
$6,588,198
Total Assets
$16,040,376
Net Assets
$14,057,988
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1981
Legal Domicile
OK
Principal Officer
Jay Betz
Phone
9186274103
Tax Period
2023-01-01 to 2023-12-31

Meals on Wheels of Metro Tulsa Inc, founded in 1981, is a community nonprofit in the Food, Agriculture & Nutrition sector that reported $5.9M in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $6.6M exceeded revenue, resulting in a 12% operating deficit.

Mission

To provide nutritious meals, wellness checks and caring contact to elderly, disabled, and other homebound individuals in Tulsa and the surrounding areas. By combating the triple threats of aging - hunger, isolation, and loss of independence - we empower seniors to age with dignity in their own home.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,648,261
Program Service Revenue $0
Investment Income $143,339
Other Revenue $115,369
TOTAL REVENUE $5,906,969

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,063,735
Fundraising Expenses $507,127
Program Expenses $4,662,588
Other Expenses $4,524,463
TOTAL EXPENSES $6,588,198

Year-over-Year Comparison

2023 2022 Change
Revenue $5,906,969 $7,891,854 -0.3%
Expenses $6,588,198 $7,258,749 -0.1%
Net Income $-681,229 $633,105 -2.1%
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

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
19
Independent Members
19
Employees
103
Volunteers
1121

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
7
$250,530
Total Directors
19
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jay Betz President & CEO 40.00
Officer
$126,563 $0 $126,563
Katie Oatsvall Former CEO 40.00
Officer
$123,967 $0 $123,967
Matt Horeled Chairman 3.00
Officer Director
$0 $0 $0
Mark Hurley Chair Elect 3.00
Officer Director
$0 $0 $0
Becky Robins Member 3.00
Director
$0 $0 $0
Karen Bouteller Secretary 3.00
Officer Director
$0 $0 $0
Andrew Ziola Treasurer 3.00
Officer Director
$0 $0 $0
Philanna Davenport Member 3.00
Director
$0 $0 $0
Ginnie Graham Member 3.00
Director
$0 $0 $0
Lauri Gero Member 3.00
Director
$0 $0 $0
Jim Langdon Member 3.00
Director
$0 $0 $0
Shannon O'Doherty Member 3.00
Director
$0 $0 $0
Cara Hair Member 3.00
Officer Director
$0 $0 $0
John Richer Member 3.00
Director
$0 $0 $0
Justin Sheets Member 3.00
Director
$0 $0 $0
Timothy Williams Member 3.00
Director
$0 $0 $0
Anthony Stewart Member 3.00
Director
$0 $0 $0
Kari Shults Member 3.00
Director
$0 $0 $0
Jeffrey Smith Member 3.00
Director
$0 $0 $0
Annie Tomecek Member 3.00
Director
$0 $0 $0
Kary Smith Member 3.00
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 $5,906,969 $6,588,198 $16,040,376 $-681,229
2022 $7,891,854 $7,258,749 $18,148,380 $633,105
2021 $11,740,152 $5,389,495 $15,018,842 $6,350,657
2020 $8,937,346 $4,305,299 $8,091,231 $4,632,047
2019 $3,531,247 $3,043,867 $3,366,812 $487,380
2018 $3,275,013 $2,032,056 $3,020,512 $1,242,957
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