WESTCHESTER PUTNAM HEALTH MANAGEMENT SYSTEMS INC (EIN 133420263) - 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

1987

Legal Domicile

Phone

9147373277

Tax Period

2024-01-01 to 2024-12-31

WESTCHESTER PUTNAM HEALTH MANAGEMENT SYSTEMS INC, founded in 1987, is a small nonprofit in the Unknown sector that reported $305K in total revenue in fiscal year 2024. The organization ran a surplus of $76K, a strong 25% operating margin.

Mission

BENEFITING AND SUPPORTING HUDSON VALLEY HOSPITAL CENTER DBA NYP/HUDSON VALLEY WHICH SERVICES THE NEEDS OF THE COMMUNITY AND PROVIDES QUALITY AND COMPREHENSIVE MEDICAL 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 $0

Program Service Revenue $240,000

Investment Income $0

Other Revenue $65,000

TOTAL REVENUE $305,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $229,000

Other Expenses $229,250

TOTAL EXPENSES $229,250

Year-over-Year Comparison

	2024	2023	Change
Revenue	$305,000	$305,000	N/A
Expenses	$229,250	$229,000	+0.0%
Net Income	$75,750	$76,000	0.0%

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

N/A

Employees

N/A

Volunteers

N/A

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

$3,721,116

Total Directors

$5,538,567

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL J DUNPHEY	DIRECTOR/PRESIDENT	1.0	Officer Director	$0	$116,415	$1,505,060
SHARON MANDEL	DIRECTOR/TREASURER	1.0	Officer Director	$0	$103,002	$507,948
STACEY PETROWER	EX-OFFICIO/PRESIDENT (THRU 4/2024)	1.0	Officer Director	$0	$74,790	$1,312,273
KAREN WESTERVELT	DIRECTOR (THRU 4/2024)	1.0	Director	$0	$70,931	$1,610,434
PHIL KRETZMER	DIRECTOR	1.0	Director	$0	$57,654	$602,852
MARY BRAUNSDORF	ASSISTANT SECRETARY	1.0	Officer	$0	$15,943	$20,419
VANESSA MURPHY	SECRETARY	1.0	Officer	$0	$71,609	$375,416
JOHN V CAMPANO	FORMER OFFICER	0.0		$0	$100,478	$685,088

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	$305,000	$229,250	$12,851,905	$75,750
2023	$305,000	$229,000	$13,080,904	$76,000
2022	$305,008	$229,000	$13,309,904	$76,008
2021	$305,000	$229,000	$13,538,904	$76,000
2020	$305,174	$245,548	$13,767,904	$59,626
2019	$304,993	$245,666	$13,996,722	$59,327
2018	$304,993	$252,340	$14,226,472	$52,653

WESTCHESTER PUTNAM HEALTH MANAGEMENT SYSTEMS INC