Cornerstone VNA (EIN 020231026) - 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

1967

Legal Domicile

Principal Officer

Jennifer Ufkin

Phone

6033321133

Tax Period

2024-01-01 to 2024-12-31

Cornerstone VNA, founded in 1967, is a mid-sized nonprofit in the Health Care sector that reported $19.7M in total revenue in fiscal year 2024.

Mission

To promote the optimum level of well-being, independence and dignity of those living in the community by providing trusted, compassionate and expert health care.

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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 $283,876

Program Service Revenue $19,040,440

Investment Income $316,491

Other Revenue $41,168

TOTAL REVENUE $19,681,975

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,799,464

Fundraising Expenses $65,735

Program Expenses $17,928,014

Other Expenses $3,715,589

TOTAL EXPENSES $19,515,053

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,681,975	$19,435,472	+0.0%
Expenses	$19,515,053	$18,621,551	+0.0%
Net Income	$166,922	$813,921	-0.8%

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

237

Volunteers

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

$624,327

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Archana Bhargava MD	Chair	2.00	Officer Director	$0	$0	$0
Anne Brown	Vice Chair	2.00	Officer Director	$0	$0	$0
Marilyn Staff	Secretary	2.00	Officer Director	$0	$0	$0
Melanie Dupuis	Treasurer	2.00	Officer Director	$0	$0	$0
Austin Cornish	Board Member	1.00	Director	$0	$0	$0
Laura Davie	Board Member	1.00	Director	$0	$0	$0
Gina DeNuzzio	Board Member	1.00	Director	$0	$0	$0
Mark Farrell	Board Member	1.00	Director	$0	$0	$0
Jacqueline Fitzpatrick	Board Member	1.00	Director	$0	$0	$0
Brian Gasbarro	Board Member	1.00	Director	$0	$0	$0
Jill Johnstone	Board Member	1.00	Director	$0	$0	$0
Susan Gaudiello	Past Board Member	1.00	Director	$0	$0	$0
Casey O'Kane	Past Board Member	1.00	Director	$0	$0	$0
David Richard	Past Board Member	1.00	Director	$0	$0	$0
Julie Reynolds	CEO	40.00	Officer	$266,292	$23,412	$289,704
Jennifier Ufkin	Vice President of Operations	40.00	Officer	$166,732	$14,700	$181,432
David Emberley	CFO	40.00	Officer	$141,496	$11,695	$153,191
Alexa Gordon	Palliative Care	40.00	Highest	$128,941	$15,659	$144,600
Dr Patrick Lanzetta	Hospice Medical Director	23.00	Highest	$137,463	$0	$137,463
Jeanne Spurlin	Nurse	42.00	Highest	$121,696	$14,143	$135,839
Karen Krause	Director of Rehab	40.00	Highest	$123,915	$24,953	$148,868
Erin Cullen	Nurse Practitioner	40.00	Highest	$122,445	$12,323	$134,768

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
2024	$19,681,975	$19,515,053	$18,741,293	$166,922
2023	$19,435,472	$18,621,551	$17,866,068	$813,921
2022	$18,186,277	$17,851,736	$15,767,831	$334,541
2021	$21,619,391	$16,844,153	$17,189,767	$4,775,238
2020	$16,105,521	$14,929,001	$12,630,970	$1,176,520
2019	$14,038,355	$12,785,800	$8,511,460	$1,252,555
2018	$11,420,355	$11,322,229	$7,099,762	$98,126

Cornerstone VNA