MEALS ON WHEELS OF SAN FRANCISCO INC (EIN 941741155) - 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

1970

Legal Domicile

Principal Officer

JENNIFER STEELE

Phone

4159201111

Tax Period

2024-07-01 to 2025-06-30

MEALS ON WHEELS OF SAN FRANCISCO INC, founded in 1970, is a mid-sized nonprofit that reported $31.0M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE OLDER ADULTS WITH NUTRITIOUS MEALS, DAILY HUMAN CONTACT, AND SUPPORTIVE SERVICES.

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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 $31,446,208

Program Service Revenue $222,571

Investment Income $426,119

Other Revenue $-1,128,557

TOTAL REVENUE $30,966,341

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,807,312

Fundraising Expenses $1,877,969

Program Expenses $25,865,834

Other Expenses $16,354,905

TOTAL EXPENSES $30,468,988

Year-over-Year Comparison

	2024	2023	Change
Revenue	$30,966,341	$26,232,951	+0.2%
Expenses	$30,468,988	$29,331,737	+0.0%
Net Income	$497,353	$-3,098,786	-1.2%

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

154

Volunteers

443

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

$350,269

Total Directors

Key Employees

$286,923

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSE ALLEN	CHAIR	1.00	Officer Director	$0	$0	$0
JOHN VIOLA	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ROHAN KALBAG	TREASURER	1.00	Officer Director	$0	$0	$0
MARK CARGES	SECRETARY	1.00	Officer Director	$0	$0	$0
ROSEMARY WONG	PAST CHAIR	1.00	Officer Director	$0	$0	$0
CINDY BLACK	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON BLOEMKER	DIRECTOR	1.00	Director	$0	$0	$0
SARA FLYNN	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE GIBIN	DIRECTOR	1.00	Director	$0	$0	$0
HAMILA KOWNACKI	DIRECTOR	1.00	Director	$0	$0	$0
EILEEN KWEI	DIRECTOR	1.00	Director	$0	$0	$0
ENRIQUE LANDA	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM MOLISKI	DIRECTOR	1.00	Director	$0	$0	$0
MOHAMMAD NAVID	DIRECTOR	1.00	Director	$0	$0	$0
MARK PETERSEN	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN RESLEY	DIRECTOR	1.00	Director	$0	$0	$0
LINDA SHIU	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER STEELE	CEO	40.00	Officer	$328,121	$22,148	$350,269
DANIELLE KNIGHT	CFO (STARTED 2/24/25)	40.00	Officer	$0	$0	$0
JESSICA SWEEDLER	CHIEF DEVELOPMENT OFFICER	40.00	Key Emp	$266,455	$20,468	$286,923
RICHARD CROCKER	EXECUTIVE CHEF	40.00	Highest	$147,079	$18,383	$165,462
COLETTE BURKETT	DIRECTOR OF MAJOR GIFTS	40.00	Highest	$140,961	$13,561	$154,522
PHILIP DUARTE	CHIEF OF PROGRAMS AND OPERATIONS	40.00	Highest	$139,043	$22,670	$161,713
DAVID MIRANDA	DIRECTOR OF EVENTS AND SPONSORSHIPS	40.00	Highest	$130,809	$17,879	$148,688
NOE GUTIERREZ	CHIEF ADMINISTRATIVE OFFICER	40.00	Highest	$120,757	$9,950	$130,707
DAVID LINNELL	CHIEF FOOD & OPERATIONS OFFICER	40.00		$160,038	$14,693	$174,731

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	$30,966,341	$30,468,988	$80,740,077	$497,353
2024	$26,232,951	$29,331,737	$80,013,525	$-3,098,786
2023	$29,881,546	$28,125,257	$85,304,737	$1,756,289
2022	$24,149,667	$26,900,053	$82,413,564	$-2,750,386
2021	$32,681,336	$23,630,475	$91,174,454	$9,050,861
2020	$24,170,862	$18,135,424	$81,791,627	$6,035,438
2019	$21,970,399	$15,633,010	$34,171,509	$6,337,389

MEALS ON WHEELS OF SAN FRANCISCO INC