Meals on Wheels of the Greater Lehigh Valley Inc

Nonprofit profile at a glance

EIN
231861779
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Allentown, PA, USA
Phone
6106911030
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Human Services

Reported finances

Revenue
$4,328,138
Expenses
$4,543,502
Assets
$10,451,664
Liabilities
$150,695

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

23 people listed

Executive titles in this filing

  • BANKIM BHATT (PRESIDENT)
  • DAVID ROMANELLI (IMMEDIATE PAST PRESIDENT)
  • TYLER SEIFERHELD (VICE PRESIDENT & TREASURER)
  • ERIK J MCGAUGHEY (CHIEF EXECUTIVE OFFICER)

Highest reported compensation

  • ERIK J MCGAUGHEY (CHIEF EXECUTIVE OFFICER): $159,241 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide healthy nutrition and foster social connection across the greater lehigh valley.

What it reported doing in 2024

Meals on wheels of the greater lehigh valley serves over 2200 seniors and adults with disabilities who live thoughout the lehigh valley. Our clients range in age from 19 to 101, with the majority (60%) over the age of 75. Of the clients we serve, over half (54%) live below the federal poverty level and we are seeing an increasing amount who are homeless, living in temporary housing. An average of 57% of clients live alone, making our daily social contact with them - in order to alleviate social isolation - that much more critical. We deliver meals five days per week, with frozen and shelf-stable meals available as weekend meals and during major holidays. All meals are freshly prepared at our facility daily. During fy23, we prepared a total of 327,800 hot and cold meals for our clients. Along with meals, each client receives a personal intake visit and at least one annual check-in from a case manager who ensures the individual is connected to all needed social services. They also update information, do a nutritional assessment and discuss any concerns of the client.

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. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 74
  • Transparency & Controls: 70
  • Accountability: 100
  • Sustainability: 46
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 83%; rating input score 83
  • Program expense ratio: 77.4%; rating input score 77
  • Fundraising efficiency: $5.37 raised per $1 spent on fundraising; rating input score 19; 19th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -5%; rating input score 20; 20th percentile among comparable filings
  • Total-asset coverage ratio: 2.3; rating input score 66; 66th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 83; 83rd percentile among comparable filings
  • Officer compensation ratio: 3.5%; rating input score 65; 65th percentile among comparable filings

Growth

  • Program expense growth: 1.5% per year; rating input score 100; 19th percentile among comparable filings
  • Revenue growth: 4% per year; rating input score 100; 34th percentile among comparable filings
  • Asset growth: 12.7% per year; rating input score 100; 68th percentile among comparable filings

Details

  • Where the money goes: 83% of revenue deployed · 77.4% of spending went to programs
  • Governance: 16 of 16 board members independent · 8 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $3.5M in reported program spending
  • Leadership: top reported pay $159K · 23 people listed · 1 of 6 pay-setting controls reported
  • Consistency: 35 of 35 current checks pass
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

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

  • High — Financial Efficiency: Fundraising efficiency scored 19/100.
  • High — Sustainability: Operating margin scored 20/100.