Meals on Wheels of Metro Tulsa Inc Endownment Trust (EIN 731342306) - 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

1989

Legal Domicile

Phone

9186274103

Tax Period

2023-01-01 to 2023-12-31

Meals on Wheels of Metro Tulsa Inc Endownment Trust, founded in 1989, is a micro nonprofit that reported $13K in total revenue in fiscal year 2023. Revenue fell 86% from the prior year — a significant decline worth monitoring. Expenses of $755K exceeded revenue, resulting in a 5703% operating deficit.

Mission

The purpose of the endowment trust is to receive, manage and provide economic support for meals.

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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 $7,808

Program Service Revenue $0

Investment Income $5,195

Other Revenue $0

TOTAL REVENUE $13,003

Expense Breakdown

Grants Paid $750,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $750,000

Other Expenses $4,599

TOTAL EXPENSES $754,599

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,003	$95,720	-0.9%
Expenses	$754,599	$55,670	+12.6%
Net Income	$-741,596	$40,050	-19.5%

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

N/A

Volunteers

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

$250,530

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jay Betz	CEO	20.00	Officer	$0	$0	$126,563
Katie Oatsvall	President (Fmr)	20.00	Officer	$0	$0	$123,967
Matt Horeled	Chairman	1.00	Officer Director	$0	$0	$0
Matt Levitt	Trustee	1.00	Director	$0	$0	$0
Danilo Juvane	Trustee	1.00	Director	$0	$0	$0
Cara Bruner	Trustee	1.00	Director	$0	$0	$0
Mark Hurley	Trustee	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
2024	No data	No data	No data	No data
2023	$13,003	$754,599	$509,511	$-741,596
2022	$95,720	$55,670	$1,142,098	$40,050
2021	$302,938	$50,802	$1,350,511	$252,136
2020	$78,886	$47,644	$1,191,885	$31,242
2019	$51,662	$49,334	$1,095,375	$2,328
2018	$87,198	$45,985	$968,559	$41,213

Meals on Wheels of Metro Tulsa Inc Endownment Trust