MEALS ON WHEELS WEST (EIN 954613280) - 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

1996

Legal Domicile

Principal Officer

KAYLEE HAWKINS

Phone

3103945133

Tax Period

2024-07-01 to 2025-06-30

MEALS ON WHEELS WEST, founded in 1996, is a community nonprofit in the Human Services sector that reported $1.9M in total revenue in fiscal year 2024. Expenses of $2.2M exceeded revenue, resulting in a 14% operating deficit.

Mission

TO PROVIDE HOME-DELIVERED MEALS TO THE FRAIL, ILL, MOBILITY IMPAIRED, SENIOR AND VETERAN WHO IS UNABLE TO SHOP OR PROVIDE FOR THEMSELVES. OUR MISSION IS TO HAVE THESE PEOPLE LIVE INDEPENDENTLY IN THEIR OWN HOMES BY PROVIDING DAILY WELLNESS CHECKS THROUGH OUR MEAL DELIVERY VOLUNTEER VISITS AND BY OUR VOLUNTEER PHONE REASSURANCE PROGRAM.

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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 $1,851,439

Program Service Revenue $38,837

Investment Income $27,161

Other Revenue $-4,137

TOTAL REVENUE $1,913,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $751,350

Fundraising Expenses $197,668

Program Expenses $1,792,805

Other Expenses $1,395,169

TOTAL EXPENSES $2,188,759

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,913,300	$1,957,919	0.0%
Expenses	$2,188,759	$2,232,116	0.0%
Net Income	$-275,459	$-274,197	+0.0%

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

729

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

$122,141

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEN LANZI	CHAIR	1.00	Officer Director	$0	$0	$0
SARA CANNON	SECRETARY	1.00	Officer Director	$0	$0	$0
ROB SHERMAN	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID BORDIE	BOARD DIRECTOR	1.00	Director	$0	$0	$0
PENNY DEIHL	BOARD DIRECTOR	1.00	Director	$0	$0	$0
JOHN GOEDERS	BOARD DIRECTOR	1.00	Director	$0	$0	$0
BILLY HARTMAN	BOARD DIRECTOR	1.00	Director	$0	$0	$0
KEVIN KHALILI	BOARD DIRECTOR	1.00	Director	$0	$0	$0
MELISSA SWEENEY	BOARD DIRECTOR	1.00	Director	$0	$0	$0
LAVONNE LAWSON	BOARD DIRECTOR	1.00	Director	$0	$0	$0
JASON BROWN	BOARD DIRECTOR	1.00	Director	$0	$0	$0
ANASTASIA FOSTER	BOARD DIRECTOR	1.00	Director	$0	$0	$0
CHRIS BACA	EXECUTIVE DIRECTOR	40.00	Officer	$117,413	$4,728	$122,141

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	$1,913,300	$2,188,759	$766,057	$-275,459
2024	$1,957,919	$2,232,116	$1,071,870	$-274,197
2023	$1,797,849	$2,071,340	$1,241,033	$-273,491
2022	$1,696,307	$1,986,318	$1,301,120	$-290,011
2021	$2,150,400	$1,667,827	$1,916,072	$482,573
2020	$1,609,574	$1,257,474	$1,263,931	$352,100
2019	$1,064,168	$1,080,900	$849,343	$-16,732

MEALS ON WHEELS WEST