Meals on Wheels of Long Beach Inc (EIN 952829715) - 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

Bill Shields

Phone

5624386215

Tax Period

2023-01-01 to 2023-12-31

Meals on Wheels of Long Beach Inc, founded in 1972, is a community nonprofit in the Food, Agriculture & Nutrition sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $1.3M left a modest 10% surplus.

Mission

We are more than a meal we nourish, we comfort, we protect.

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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 $892,592

Program Service Revenue $550,674

Investment Income $28,374

Other Revenue $21,379

TOTAL REVENUE $1,493,019

Expense Breakdown

Grants Paid $403,275

Salaries & Benefits $467,296

Fundraising Expenses $156,868

Program Expenses $1,090,985

Other Expenses $451,757

TOTAL EXPENSES $1,348,578

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,493,019	$1,183,737	+0.3%
Expenses	$1,348,578	$1,296,950	+0.0%
Net Income	$144,441	$-113,213	-2.3%

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

362

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
Bill Shields	President	5.00	Officer Director	$0	$0	$0
Daniella Ruiz	Vice President	1.00	Officer Director	$0	$0	$0
Mike Wylie	Treasurer	5.00	Officer Director	$0	$0	$0
Matthew Vinson	Secretary	3.00	Officer Director	$0	$0	$0
Noreen Evans	Secretary	2.00	Officer Director	$0	$0	$0
Nancy Lewis	Director	2.00	Director	$0	$0	$0
Phyllis Cooper	Director	2.00	Director	$0	$0	$0
Karen Harmon	Director	2.00	Director	$0	$0	$0
Jamila Jabulani	Director	2.00	Director	$0	$0	$0
Frank McIlquham	Director	2.00	Director	$0	$0	$0
Ariel Pe	Director	2.00	Director	$0	$0	$0
Beth Severson	Director	2.00	Director	$0	$0	$0
Robert Shannon	Director	1.00	Director	$0	$0	$0
Adrian Rivera end 0223	Director	1.00	Director	$0	$0	$0
Michael Johnson end 0723	Director	1.00	Director	$0	$0	$0
Raymond Morquecho end 1123	Director	1.00	Director	$0	$0	$0
Julie Mendell end 1223	Director	1.00	Director	$0	$0	$0
Laura Dondero end 1223	Director	1.00	Director	$0	$0	$0
Judith Hess end 1223	Director	1.00	Director	$0	$0	$0
Judy Hirsch	Director	1.00	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
2023	$1,493,019	$1,348,578	$1,522,396	$144,441
2022	$1,183,737	$1,296,950	$1,272,454	$-113,213
2021	$1,032,785	$1,276,621	$1,512,340	$-243,836
2020	$1,283,961	$1,280,536	$1,567,742	$3,425
2019	$970,903	$967,325	$1,018,273	$3,578
2018	$907,438	$901,409	$892,226	$6,029

Meals on Wheels of Long Beach Inc