Burlington Meals on Wheels Inc

Nonprofit profile at a glance

EIN
030229883
IRS 990 coverage
2010–2017
Forms available
Form 990 2017
Location
Burlington, VT, USA
Phone
8028626253
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Human Services

Official website

Reported finances

Revenue
$643,659
Expenses
$461,465
Assets
$558,477
Liabilities
$917

Source: IRS Form 990. Selected filing: tax year 2017. Amounts in USD.

Leadership & pay

13 people listed

Executive titles in this filing

  • Norah Kell (President)
  • Linda Sparks (Vice President)

People named in this filing

  • Ann Charron (Director)
  • Peter Crapo (Director)
  • Ann Fiorenza (Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2017. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide meals for adults age 60 and over as part of the Older Americans Act

What it reported doing in 2017

Burlington Meals on Wheels provides meals 365 days per year in accordance with its mission. In 2017 it provided approximately 66,000 meals to about 400 adults age 60 and over

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and the required major-donor schedule is missing or incomplete.

Rating breakdown

  • Financial Efficiency: 79
  • Transparency & Controls: 75
  • Accountability: 70
  • Sustainability: 76
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 69.4%; rating input score 69
  • Program expense ratio: 96.1%; rating input score 96
  • Fundraising efficiency: $43.94 raised per $1 spent on fundraising; rating input score 78; 78th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: No; rating input score 0
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 2 of 7 controls in place; rating input score 29
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 28.3%; rating input score 87; 87th percentile among comparable filings
  • Total-asset coverage ratio: 1.21; rating input score 52; 52nd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 85; 85th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 84; 84th percentile among comparable filings

Growth

  • Program expense growth: 1.1% per year; rating input score 100; 34th percentile among comparable filings
  • Revenue growth: 0.8% per year; rating input score 100; 29th percentile among comparable filings
  • Asset growth: 6.5% per year; rating input score 100; 57th percentile among comparable filings

Details

  • Where the money goes: 69.4% of revenue deployed · 96.1% of spending went to programs
  • Governance: 13 of 13 board members independent · 2 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $444K in reported program spending
  • Leadership: top reported pay $0 · 13 people listed
  • Consistency: 25 of 25 current checks pass
  • Schedules: 3 filed schedules · includes major donors
  • Filing history: 8 filing years from 2010 to 2017
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Governance controls: 4 of 6 not reported.
  • High — Transparency & Controls: Major donor itemization scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 52/100.