Meals on Wheels of Metro Tulsa Inc Endownment Trust
The purpose of the endowment trust is to receive, manage and provide economic support for Meals on Wheels of Metro Tulsa, and therby provide food for homebound elderly and disabled persons.
Meals on Wheels of Metro Tulsa Inc Endownment Trust at a glance
- Total assets
- $2,150,309
- +322.0% vs 2023
- Revenue (2024)
- $1,673,028
- +12766.5% vs 2023
- Net investment income (2024)
- $49,797
- +858.6% vs 2023
- Expenses (2024)
- $5,468
- -99.3% vs 2023
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Meals on Wheels of Metro Tulsa Inc Endownment Trust funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 3 grants of 4 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Meals on Wheels of Metro Tulsa Inc Endownment Trust gives
- Giving grew 1670% from 2020 to 2023. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $42K (2020) to $750K (2023). In 2023 it made 1 grant totaling $750K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Meals on Wheels of Metro Tuls Tulsa, OK | To provide income for the operation | $750,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $2,150,309 | $1,673,028 | $5,468 | — | — | $49,797 |
| 2023 | $509,511 | $13,003 | $754,599 | $750,000 | 1 | $5,195 |
| 2022 | $1,142,098 | $95,720 | $55,670 | $49,476 | 1 | $54,076 |
| 2021 | $1,350,511 | $302,938 | $50,802 | $44,419 | 1 | $284,692 |
| 2020 | $1,191,885 | $78,886 | $47,644 | $42,373 | 1 | $61,207 |
About Meals on Wheels of Metro Tulsa Inc Endownment Trust
Based on IRS filings
Meals on Wheels of Metro Tulsa Inc Endownment Trust is a public charity, based in Tulsa, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. Net investment income was $50K.
Leadership & Key People
Officers and directors from IRS filings
Meals on Wheels of Metro Tulsa Inc Endownment Trust is led by Jay Betz, CEO on every filing since 2023; none of the 16 officers listed in 2024 report compensation.
Officers on the 2024 filing
Jay Betz
CEO
On filings since 2023
20 hrs/week
No compensation reported
Matt Horeled
Chairman
On filings since 2023
1 hr/week
No compensation reported
Jeff Smith
Trustee
On filings since 2020
No compensation reported
Mark Hurley
Trustee
On filings since 2023
1 hr/week
No compensation reported
Annie Tomecek
Trustee
New on the 2024 filing
No compensation reported
Anthony Stewart
Trustee
New on the 2024 filing
No compensation reported
Ginnie Graham
Trustee
New on the 2024 filing
No compensation reported
Jim Langdon
Trustee
New on the 2024 filing
No compensation reported
John Richer
Trustee
New on the 2024 filing
No compensation reported
Justin Sheets
Trustee
New on the 2024 filing
No compensation reported
Kari Shults
Trustee
New on the 2024 filing
No compensation reported
Laurie Gero
Trustee
New on the 2024 filing
No compensation reported
Philanna Davenport
Trustee
New on the 2024 filing
No compensation reported
Rony Gadiwalla
Trustee
New on the 2024 filing
No compensation reported
Shannon O'Doherty
Trustee
New on the 2024 filing
No compensation reported
Andrew Ziola
Treasurer
New on the 2024 filing
No compensation reported
Former officers (8)
- Former: Cara Bruner (2020–2023) — Trustee
- Former: Danilo Juvane (2020–2023) — Trustee
- Former: Katie Oatsvall (2022–2023) — President
- Former: Matt Levitt (2023) — Trustee
- Former: David Singleton (2020–2022) — Secretary
- Former: Julie Rowland (2020–2022) — Trustee
- Former: Paul Samuels (2020–2022) — Chair
- Former: Calvin Moore (2020–2021) — President
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Meals on Wheels of Metro Tulsa Inc Endownment Trust
How large is Meals on Wheels of Metro Tulsa Inc Endownment Trust?
Meals on Wheels of Metro Tulsa Inc Endownment Trust reported $2.2M in total assets on its 2024 IRS Form 990. Its revenue that year was $1.7M.
Where does Meals on Wheels of Metro Tulsa Inc Endownment Trust operate?
Meals on Wheels of Metro Tulsa Inc Endownment Trust has awarded grants in Oklahoma.
What is Meals on Wheels of Metro Tulsa Inc Endownment Trust's EIN?
Meals on Wheels of Metro Tulsa Inc Endownment Trust's EIN (Employer Identification Number) is 73-1342306. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 13, 2024)
- IRS filings on file for fiscal years 2020–2024
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