MEALS ON WHEELS OF THE MONTEREY PENINSULA INC (EIN 942157521) - 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

1972

Legal Domicile

Principal Officer

Christine Winge

Phone

8313754454

Tax Period

2024-07-01 to 2025-06-30

MEALS ON WHEELS OF THE MONTEREY PENINSULA INC, founded in 1972, is a community nonprofit in the Food, Agriculture & Nutrition sector that reported $5.5M in total revenue in fiscal year 2024. Net assets of $17.2M represent 38 months of operating reserves.

Mission

To empower seniors, disabled adults, veterans, and other under served populations to remain independent by nourishing their bodies, minds, and spirits, and drive out hunger and isolation in our region.

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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 $3,970,027

Program Service Revenue $559,991

Investment Income $957,617

Other Revenue $-20,649

TOTAL REVENUE $5,466,986

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,067,752

Fundraising Expenses $929,212

Program Expenses $4,067,436

Other Expenses $2,607,029

TOTAL EXPENSES $5,674,781

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,466,986	$5,146,480	+0.1%
Expenses	$5,674,781	$5,049,702	+0.1%
Net Income	$-207,795	$96,778	-3.1%

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

595

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

$380,586

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christine Winge	Executive Dir.	40.00	Officer	$214,538	$44,944	$259,482
Jacob Shafer	Development Dir	40.00		$165,571	$22,638	$188,209
Mark Hansen	Operations Dir	40.00		$111,701	$44,884	$156,585
Esther Hobbs	Development Dir.	40.00		$100,740	$34,163	$134,903
Kay Smith	Controller	40.00	Officer	$113,348	$7,756	$121,104
Rory Coetzee	President	2.00	Director	$0	$0	$0
Tamie Aceves	Director	2.00	Director	$0	$0	$0
Matt Hohman	Director	2.00	Director	$0	$0	$0
Bruce Hamilton	Director	2.00	Director	$0	$0	$0
Stephanie Hulsey	Director	2.00	Director	$0	$0	$0
Steve Keller	President Elect	5.00	Officer Director	$0	$0	$0
Robert Kramer	Director	2.00	Director	$0	$0	$0
Paul Bruno	Develop. Chair	2.00	Officer Director	$0	$0	$0
John O'Brien	Govern. Chair	2.00	Officer Director	$0	$0	$0
Heidi Schake	Past President	2.00	Officer Director	$0	$0	$0
Sharon Wesley	Director	2.00	Director	$0	$0	$0
JR Williams	CFO	2.00	Officer Director	$0	$0	$0
Deborah Winick	Secretary	2.00	Officer Director	$0	$0	$0
Kim Nunes	Director	2.00	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	$5,466,986	$5,674,781	$17,583,298	$-207,795
2024	$5,146,480	$5,049,702	$17,343,036	$96,778
2023	$4,327,771	$4,071,932	$17,016,293	$255,839
2022	$6,501,942	$3,303,072	$16,089,015	$3,198,870
2021	$3,501,367	$2,287,779	$14,765,315	$1,213,588
2020	$2,952,034	$2,055,813	$12,186,694	$896,221
2019	$2,306,514	$1,645,168	$11,437,993	$661,346
2018	$2,123,398	$1,541,897	$10,976,716	$581,501

MEALS ON WHEELS OF THE MONTEREY PENINSULA INC