SUN CITY MEALS ON WHEELS INC

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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

1972

Legal Domicile

Principal Officer

MARSHA MCINTOSH

Phone

6239749430

Tax Period

2023-01-01 to 2023-12-31

SUN CITY MEALS ON WHEELS INC, founded in 1972, is a small nonprofit that reported $291K in total revenue in fiscal year 2023. Expenses of $265K left a modest 9% surplus.

Mission

THE MISSION IS TO PROVIDE MEALS TO ELDERLY AND OR HOMEBOUND RESIDENTS OF SUN CITY ARIZONA.

Program Service Accomplishments

Program 1

Expenses: $264,620 Revenue: $193,870

PROVIDED APPROXIMATELY 17,000 MEALS TO THE ELDERLY AND HOMEBOUND RESIDENTS OF SUN CITY AZ.

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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 $22,563

Program Service Revenue $193,870

Investment Income $74,222

Other Revenue $0

TOTAL REVENUE $290,655

Expense Breakdown

Grants Paid $0

Salaries & Benefits $30,691

Fundraising Expenses $0

Program Expenses $264,620

Other Expenses $234,629

TOTAL EXPENSES $265,320

Year-over-Year Comparison

	2023	2022	Change
Revenue	$290,655	$278,001	+0.0%
Expenses	$265,320	$305,009	-0.1%
Net Income	$25,335	$-27,008	-1.9%

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

206

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
URVI BEERTHOLD	SECRETARY	1.00	Officer Director	$0	$0	$0
JUDY CICOTTE	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARSHA MCINTOSH	TREASURER	2.00	Officer Director	$0	$0	$0
JEAN SCHMITT	VICE PRESIDE	1.00	Officer 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	$290,655	$265,320	$1,175,590	$25,335
2022	$278,001	$305,009	$1,144,208	$-27,008
2021	$272,942	$234,848	$1,221,966	$38,094
2020	$199,266	$248,081	$1,163,658	$-48,815
2019	$191,339	$189,556	$1,212,473	$1,783
2018	$233,905	$214,161	$1,289,816	$19,744