MEALS-ON-WHEELS GREATER SAN DIEGO INC (EIN 952660509) - 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

BRENT WAKEFIELD

Phone

6192606110

Tax Period

2024-10-01 to 2025-09-30

MEALS-ON-WHEELS GREATER SAN DIEGO INC, founded in 1970, is a mid-sized nonprofit in the Food, Agriculture & Nutrition sector that reported $13.6M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $12.4M left a modest 9% surplus.

Mission

TO EMPOWER SENIORS AND VETERANS TO REMAIN INDEPENDENT BY NOURISHING THEIR BODIES, MINDS AND SPIRITS.

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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 $7,597,033

Program Service Revenue $2,580,734

Investment Income $3,007,253

Other Revenue $370,634

TOTAL REVENUE $13,555,654

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,088,500

Fundraising Expenses $915,760

Program Expenses $10,364,987

Other Expenses $7,291,219

TOTAL EXPENSES $12,379,719

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,555,654	$10,713,136	+0.3%
Expenses	$12,379,719	$10,668,879	+0.2%
Net Income	$1,175,935	$44,257	+25.6%

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

153

Volunteers

3956

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

$220,281

Total Directors

Key Employees

$180,325

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARET MALOWNEY	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
TOM KAYLOR	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
PAM PENDRELL	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
BETTY TORANO	TRUSTEE	1.00	Director	$0	$0	$0
SHANE HARRIS	TRUSTEE	1.00	Director	$0	$0	$0
DOUG GARFIELD	TRUSTEE	1.00	Director	$0	$0	$0
AARON FRANZ	TRUSTEE	1.00	Director	$0	$0	$0
MAYA MADSEND	TRUSTEE	1.00	Director	$0	$0	$0
RICK GENTRY	TRUSTEE	1.00	Director	$0	$0	$0
MICHELLE STERLING	TRUSTEE	1.00	Director	$0	$0	$0
MELISSA HERNHOLM	TRUSTEE	1.00	Director	$0	$0	$0
NANCY LAZARSKI	TRUSTEE	1.00	Director	$0	$0	$0
BECKY MENDOZA	TRUSTEE	1.00	Director	$0	$0	$0
DAVID COHN	TRUSTEE	1.00	Director	$0	$0	$0
BOBBY FITZSIMMONS	TRUSTEE	1.00	Director	$0	$0	$0
BRENT WAKEFIELD	PRESIDENT AND CEO	40.00	Officer	$212,145	$8,136	$220,281
KEITH FISHER	CHIEF OPERATIONS OFFICER	40.00	Key Emp	$174,310	$6,015	$180,325
PATRICK ZONDLER	SENIOR PROJECTS DIRECTOR	40.00	Highest	$117,755	$15,856	$133,611
MATTHEW TOPPER	CONTROLLER	40.00	Highest	$128,474	$19,427	$147,901
AMIE BROWN	CHIEF EXTERNAL AFFAIRS OFFICER	40.00	Highest	$134,779	$12,568	$147,347

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	$13,555,654	$12,379,719	$30,306,219	$1,175,935
2024	$10,713,136	$10,668,879	$30,962,646	$44,257
2023	$9,136,190	$8,912,086	$29,709,930	$224,104
2022	$7,769,932	$7,896,133	$15,090,572	$-126,201
2021	$10,633,904	$7,023,860	$16,972,184	$3,610,044
2020	$7,454,494	$5,963,915	$12,117,255	$1,490,579
2019	$5,036,168	$4,843,104	$10,459,174	$193,064
2018	$9,298,998	$4,593,029	$10,266,317	$4,705,969

MEALS-ON-WHEELS GREATER SAN DIEGO INC