WHEATHEART NUTRITION PROJECT INC (EIN 731215398) - 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

1983

Legal Domicile

Principal Officer

Lisa Freeman

Phone

5802620303

Tax Period

2023-07-01 to 2024-06-30

WHEATHEART NUTRITION PROJECT INC, founded in 1983, is a community nonprofit in the Food, Agriculture & Nutrition sector that reported $3.1M in total revenue in fiscal year 2023.

Mission

To provide services for older individuals including home delivered meals, congregate meals, nutritional education, outreach, transportation, and other services that benefit older persons.

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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 $1,371,179

Program Service Revenue $1,710,875

Investment Income $3,549

Other Revenue $0

TOTAL REVENUE $3,085,603

Expense Breakdown

Grants Paid $0

Salaries & Benefits $872,084

Fundraising Expenses $0

Other Expenses $2,183,908

TOTAL EXPENSES $3,055,992

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,085,603	$2,899,454	+0.1%
Expenses	$3,055,992	$3,008,188	+0.0%
Net Income	$29,611	$-108,734	-1.3%

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
Rita Lasiter	Member	002.00	Director	$0	$0	$0
Heath Dobrovolny	Member	002.00	Director	$0	$0	$0
John Hayworth	Member	002.00	Director	$0	$0	$0
John Wilson	Member	002.00	Director	$0	$0	$0
Kristie Ropp	Project Director	040.00	Director Key Emp Highest	$0	$0	$0
Gary May	Member	002.00	Director	$0	$0	$0
Steve Stinson	Member	002.00	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	$3,085,603	$3,055,992	$672,942	$29,611
2023	$2,899,454	$3,008,188	$671,498	$-108,734
2022	$2,998,615	$2,850,997	$898,415	$147,618
2021	$3,134,154	$2,631,069	$750,233	$503,085

WHEATHEART NUTRITION PROJECT INC