LONGMONT MEALS ON WHEELS INC (EIN 840590979) - 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

1969

Legal Domicile

Principal Officer

KARLA HALE

Phone

3037720624

Tax Period

2024-01-01 to 2024-12-31

LONGMONT MEALS ON WHEELS INC, founded in 1969, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Expenses of $1.2M left a modest 7% surplus.

Mission

LONGMONT MEALS ON WHEELS, INC. PROVIDES NUTRITIONALLY PLANNED MEALS DELIVERED TO INDIVIDUAL HOMES THROUGHOUT THE LONGMONT, COLORADO AREA AND SERVED AT THE LONGMONT SENIOR CENTER.

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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 $969,564

Program Service Revenue $212,604

Investment Income $43,925

Other Revenue $49,360

TOTAL REVENUE $1,275,453

Expense Breakdown

Grants Paid $0

Salaries & Benefits $630,142

Fundraising Expenses $51,109

Program Expenses $995,111

Other Expenses $562,134

TOTAL EXPENSES $1,192,276

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,275,453	$1,225,340	+0.0%
Expenses	$1,192,276	$1,128,299	+0.1%
Net Income	$83,177	$97,041	-0.1%

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

587

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

$120,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARLA HALE	EXECUTIVE DI	40.00	Officer	$120,000	$0	$120,000
JAY FERNANDEZ	PRESIDENT	0.25	Officer Director	$0	$0	$0
MARK BOSTOCK	VICE PRESIDE	0.00	Officer Director	$0	$0	$0
MICHAEL OLSON	SECRETARY	0.00	Officer Director	$0	$0	$0
JEFF DAVIS	TREASURER	0.38	Officer Director	$0	$0	$0
LARRY BLOOM	DIRECTOR	0.75	Director	$0	$0	$0
DEBBIE COVERT	DIRECTOR	0.00	Director	$0	$0	$0
BRETT SLOAN	DIRECTOR	0.25	Director	$0	$0	$0
STACEY PEW	DIRECTOR	0.00	Director	$0	$0	$0
HOLLY HENRY	DIRECTOR	0.75	Director	$0	$0	$0
BRIAN HOLST	DIRECTOR	0.50	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	$1,275,453	$1,192,276	$3,084,902	$83,177
2023	$1,225,340	$1,128,299	$2,850,826	$97,041
2022	$1,085,616	$1,091,933	$2,636,452	$-6,317
2021	$1,157,505	$994,251	$2,787,012	$163,254
2020	$1,395,719	$986,054	$2,553,545	$409,665
2019	$835,767	$987,195	$1,962,952	$-151,428
2018	$906,338	$831,627	$1,944,800	$74,711

LONGMONT MEALS ON WHEELS INC