MEALS ON WHEELS INC OF TARRANT COUNTY ENDOWMENT FUND (EIN 752621700) - 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

1995

Legal Domicile

Principal Officer

ALISSA DEATON

Phone

8173360912

Tax Period

2024-10-01 to 2025-09-30

MEALS ON WHEELS INC OF TARRANT COUNTY ENDOWMENT FUND, founded in 1995, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $714K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $495K, a strong 69% operating margin.

Mission

TO RECEIVE, INVEST AND MANAGE CONTRIBUTIONS FOR THE exclusive BENEFIT OF MEALS on WHEELS INC OF TARRANT COUNTY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $79,843

Program Service Revenue $0

Investment Income $634,442

Other Revenue $0

TOTAL REVENUE $714,285

Expense Breakdown

Grants Paid $164,535

Salaries & Benefits $0

Fundraising Expenses $18,335

Program Expenses $164,535

Other Expenses $54,423

TOTAL EXPENSES $218,958

Year-over-Year Comparison

	2024	2023	Change
Revenue	$714,285	$550,644	+0.3%
Expenses	$218,958	$132,353	+0.7%
Net Income	$495,327	$418,291	+0.2%

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

$235,122

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALISSA DEATON	President & CEO	5.00	Officer	$0	$8,960	$120,963
MONICA LOPEZ	VP OF FIN	5.00	Officer	$0	$15,942	$114,159
QUENTIN MCGOWN	Chairman	1.00	Officer Director	$0	$0	$0
DONALD W BUESCHER	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
CHARLOTTE WILLIS	SEC/TREAS	1.00	Officer Director	$0	$0	$0
NATHAN DRAUGHN	BOARD MEMBER	1.00	Director	$0	$0	$0
MITCH HAGEN	BOARD MEMBER	1.00	Director	$0	$0	$0
ANN SALYER-CALDWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH W JULIEN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINA TOUPS	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDY SMITH	BOARD MEMBER	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
2025	$714,285	$218,958	$4,917,555	$495,327
2024	$550,644	$132,353	$4,501,353	$418,291
2023	$237,381	$270,859	$3,733,254	$-33,478
2022	$534,673	$251,880	$3,495,824	$282,793
2021	$428,373	$159,640	$4,076,973	$268,733
2020	$26,502	$221,364	$3,309,289	$-194,862
2019	$239,339	$175,050	$3,232,594	$64,289
2018	$100,849	$205,031	$3,149,413	$-104,182

MEALS ON WHEELS INC OF TARRANT COUNTY ENDOWMENT FUND