MEALS ON WHEELS OF LOVELAND AND BERTHOUD INC (EIN 840583386) - 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

1968

Legal Domicile

Principal Officer

JEFFREY POMRANKA

Phone

9706670311

Tax Period

2024-01-01 to 2024-12-31

MEALS ON WHEELS OF LOVELAND AND BERTHOUD INC, founded in 1968, is a community nonprofit in the Food, Agriculture & Nutrition sector that reported $1.5M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $1.4M left a modest 7% surplus.

Mission

MEALS ON WHEELS OF LOVELAND AND BERTHOUD SEEKS TO NOURISH AND ENRICH THE LIVES OF HOMEBOUND INDIVIDUALS BY PROVIDING NUTRITIOUS MEALS AND DAILY CONTACT WITH A CARING VOLUNTEER.

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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 $1,278,604

Program Service Revenue $196,487

Investment Income $10,714

Other Revenue $5,347

TOTAL REVENUE $1,491,152

Expense Breakdown

Grants Paid $0

Salaries & Benefits $625,127

Fundraising Expenses $103,473

Program Expenses $1,132,295

Other Expenses $754,370

TOTAL EXPENSES $1,379,497

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,491,152	$1,288,192	+0.2%
Expenses	$1,379,497	$1,216,282	+0.1%
Net Income	$111,655	$71,910	+0.6%

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

394

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

$119,129

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY POMRANKA	EXECUTIVE DI	40.00	Officer	$116,019	$3,110	$119,129
LINDA KUZMICH	PRESIDENT	0.50	Officer Director	$0	$0	$0
MORGAN GLEASMAN-POLLOCK	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
DEANA SLOAT	SECRETARY	2.00	Officer Director	$0	$0	$0
SKYLER CRADDOCK	TREASURER	0.10	Officer Director	$0	$0	$0
DENNIS MILLER	DIRECTOR	2.50	Director	$0	$0	$0
DEBBIE HANSEN	DIRECTOR	2.00	Director	$0	$0	$0
TAMORA LIEN	DIRECTOR	0.20	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	$1,491,152	$1,379,497	$1,547,793	$111,655
2023	$1,288,192	$1,216,282	$1,425,140	$71,910
2022	$955,787	$1,080,540	$1,334,055	$-124,753
2021	$866,973	$875,426	$1,485,561	$-8,453
2020	$998,781	$831,028	$1,474,406	$167,753
2019	$765,372	$729,493	$1,304,442	$35,879
2018	$678,100	$727,427	$1,245,375	$-49,327

MEALS ON WHEELS OF LOVELAND AND BERTHOUD INC