WESLEYAN FOUNDATION FOR HEALTH AND AGING INC (EIN 060606530) - 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

1999

Legal Domicile

Principal Officer

DAVID M LAWLOR

Phone

2039448285

Tax Period

2023-10-01 to 2024-09-30

WESLEYAN FOUNDATION FOR HEALTH AND AGING INC, founded in 1999, is a community nonprofit in the Human Services sector that reported $1.7M in total revenue in fiscal year 2023. Revenue fell 49% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.7M, a strong 97% operating margin.

Mission

TO RAISE, HOLD, AND INVEST ASSETS OF THE UNITED METHODIST HOMES, INC. ("UMH") AND ITS AFFLIATES TO FUND FOR AND CARE FOR THE RESIDENTS OF UMH.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,153,592

Program Service Revenue $0

Investment Income $560,607

Other Revenue $0

TOTAL REVENUE $1,714,199

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $14,693

Program Expenses $1,645

Other Expenses $54,378

TOTAL EXPENSES $54,378

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,714,199	$3,335,574	-0.5%
Expenses	$54,378	$39,085	+0.4%
Net Income	$1,659,821	$3,296,489	-0.5%

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

N/A

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

$861,035

Total Directors

$573,846

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID M LAWLOR	PRESIDENT/TREASURER	1.00	Officer Director	$0	$32,280	$573,846
MARTIN SCHWAGER	DIRECTOR/CHAIRMAN	2.00	Officer Director	$0	$0	$0
JOHN D AMBLER	DIRECTOR	2.00	Director	$0	$0	$0
CHAD CARTIER	DIRECTOR	2.00	Director	$0	$0	$0
JOHN O'DONNELL	DIRECTOR	2.00	Director	$0	$0	$0
ANTHONY D'SOUZA	DIRECTOR	2.00	Director	$0	$0	$0
MAUREEN GORMAN	DIRECTOR	2.00	Director	$0	$0	$0
TIM HARE	DIRECTOR	2.00	Director	$0	$0	$0
NANCY JOHMANN	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT MILLER	DIRECTOR	2.00	Director	$0	$0	$0
DENISE MORTATI	DIRECTOR	2.00	Director	$0	$0	$0
JAY S NICKSE	DIRECTOR	2.00	Director	$0	$0	$0
FRED ORTOLI	DIRECTOR	2.00	Director	$0	$0	$0
JASON PERILLO	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM PURCELL	DIRECTOR	2.00	Director	$0	$0	$0
DANIELLE SWIFT	DIRECTOR	2.00	Director	$0	$0	$0
JAMES F TOMCHIK	DIRECTOR	2.00	Director	$0	$0	$0
ZVONIMIR JUKIC	VICE PRESIDENT OF FINANCE	1.00	Officer	$0	$13,206	$218,413
VICTORIA DOMPIERRE	SECRETARY	0.50	Officer	$0	$3,167	$68,776

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	$1,714,199	$54,378	$38,676,555	$1,659,821
2023	$3,335,574	$39,085	$31,573,028	$3,296,489
2022	$2,639,642	$41,095	$21,078,771	$2,598,547
2021	$1,701,787	$279,093	$24,979,927	$1,422,694
2020	$1,681,687	$98,654	$19,751,681	$1,583,033
2019	$2,298,205	$718,281	$16,762,902	$1,579,924
2018	$3,282,205	$175,534	$15,424,860	$3,106,671

WESLEYAN FOUNDATION FOR HEALTH AND AGING INC