VNA Personal Services Inc (EIN 020395295) - 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

1985

Legal Domicile

Principal Officer

William G Baxter

Phone

6036223781

Tax Period

2022-07-01 to 2023-06-30

VNA Personal Services Inc, founded in 1985, is a micro nonprofit that reported $24K in total revenue in fiscal year 2022. Revenue fell 97% from the prior year — a significant decline worth monitoring. Expenses of $55K exceeded revenue, resulting in a 129% operating deficit.

Mission

Advancing care at home through personal empowerment, compassion, and exceptional service.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $24,171

Investment Income $0

Other Revenue $0

TOTAL REVENUE $24,171

Expense Breakdown

Grants Paid $0

Salaries & Benefits $32,867

Fundraising Expenses $0

Program Expenses $36,092

Other Expenses $22,557

TOTAL EXPENSES $55,424

Year-over-Year Comparison

	2022	2021	Change
Revenue	$24,171	$729,161	-1.0%
Expenses	$55,424	$822,497	-0.9%
Net Income	$-31,253	$-93,336	-0.7%

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

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

$2,043,574

Total Directors

$600,936

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Linda Kornfeld MD	Trustee	1.00	Director	$0	$20,931	$289,925
Consuelo Alvarez MD	Trustee	1.00	Director	$0	$23,656	$311,011
Debra Achramowicz	Trustee	1.00	Director	$0	$0	$0
Mary Ann Aldrich	Trustee (end 4/2023)	1.00	Director	$0	$0	$0
John Clayton	Trustee	1.00	Director	$0	$0	$0
Sheila Evjy	Trustee	1.00	Director	$0	$0	$0
Charles Goodwin	Trustee	1.00	Director	$0	$0	$0
John Hession	Trustee (end 12/2022)	1.00	Director	$0	$0	$0
Dorothy Kelley	Trustee	1.00	Director	$0	$0	$0
Elaine Michaud	Trustee	1.00	Director	$0	$0	$0
Pamela Preston	Trustee	1.00	Director	$0	$0	$0
Owen Scollan	Trustee	1.00	Director	$0	$0	$0
Terry Pfaff	Chair/Trustee	1.00	Officer Director	$0	$0	$0
Sheila Lambert	Vice Chair/Trustee	1.00	Officer Director	$0	$0	$0
Selma Naccach-Hoff	Vice Chair/Trustee (end 4/2023)	1.00	Officer Director	$0	$0	$0
Sean Doherty	Treaurer/Trustee	1.00	Officer Director	$0	$0	$0
Maureen O'Reilly	Secretary/Trustee	1.00	Officer Director	$0	$0	$0
William G Baxter	President & CEO	1.00	Officer	$0	$182,409	$1,245,710
Rachel Chaddock	VP Home and Community Services	41.00	Officer	$0	$12,649	$305,116
Michael Turilli	SVP Finance/CFO, SolutionHealth	1.00	Officer	$0	$29,508	$492,748
Joseph Felkner	Former SVP/CFO	0.00		$0	$180,437	$1,139,282

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
2023	$24,171	$55,424	$169,649	$-31,253
2022	$729,161	$822,497	$253,826	$-93,336
2021	$756,291	$828,129	$402,857	$-71,838
2020	$796,997	$888,107	$468,848	$-91,110
2019	$817,318	$808,526	$547,140	$8,792
2018	$788,387	$738,736	$509,070	$49,651

VNA Personal Services Inc