Fort Bend Seniors Meals on Wheels and Much Much More

EIN: 741918313 501(c)(3) Human Services

Rosenberg, TX

Total Revenue
$4,032,447
Total Expenses
$3,555,219
Total Assets
$5,061,725
Net Assets
$4,865,953
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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
1974
Legal Domicile
TX
Principal Officer
Doug Simpson
Phone
2816337055
Tax Period
2023-01-01 to 2023-12-31

Fort Bend Seniors Meals on Wheels and Much Much More, founded in 1974, is a community nonprofit in the Human Services sector that reported $4.0M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $3.6M left a modest 12% surplus.

Mission

FBS is committed to helping seniors remain independent through services and resources.

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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 $3,954,758
Program Service Revenue $0
Investment Income $77,689
Other Revenue $0
TOTAL REVENUE $4,032,447

Expense Breakdown

Grants Paid $1,699,541
Salaries & Benefits $1,171,109
Fundraising Expenses $279,410
Program Expenses $2,784,271
Other Expenses $655,669
TOTAL EXPENSES $3,555,219

Year-over-Year Comparison

2023 2022 Change
Revenue $4,032,447 $3,469,845 +0.2%
Expenses $3,555,219 $3,282,603 +0.1%
Net Income $477,228 $187,242 +1.5%
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

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Governance

Voting Members
12
Independent Members
12
Employees
45
Volunteers
378

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
$185,972
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
David Howard Chairman 2.00
Officer Director
$0 $0 $0
Courtney Mason Vice Chair 2.00
Officer Director
$0 $0 $0
Traci Bennett Secretary 2.00
Officer Director
$0 $0 $0
Jonathan White Treasurer 2.00
Officer Director
$0 $0 $0
Farida Abjani Board Member 1.00
Director
$0 $0 $0
Roy Cordes Board Member 1.00
Director
$0 $0 $0
Frank Fraley Board Member 2.00
Director
$0 $0 $0
Christy Medlin Board Member 1.00
Director
$0 $0 $0
Bob Meyer Board Member 2.00
Director
$0 $0 $0
Coretta Middleton Board Member 1.00
Director
$0 $0 $0
Regina Morales Board Member 1.00
Director
$0 $0 $0
Manish Seth Board Member 1.00
Director
$0 $0 $0
Doug Simpson Executive Director from 7/23 40.00
Officer
$45,474 $2,774 $48,248
Robert Hebert Interim CEO 20.00
Officer
$50,000 $0 $50,000
Liz Toomey CFO 50.00
Officer
$87,129 $595 $87,724
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 $4,032,447 $3,555,219 $5,061,725 $477,228
2022 $3,469,845 $3,282,603 $4,824,467 $187,242
2021 $3,433,503 $3,021,963 $4,713,166 $411,540
2020 $3,847,515 $3,060,402 $4,644,954 $787,113
2019 $3,013,906 $3,136,137 $3,690,060 $-122,231
2018 $2,957,740 $3,185,482 $3,926,445 $-227,742
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