THE HIGHLANDS AT WYOMISSING (EIN 222790840) - 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

1989

Legal Domicile

Principal Officer

KEVIN DEACOSTA

Phone

6107752300

Tax Period

2023-07-01 to 2024-06-30

THE HIGHLANDS AT WYOMISSING, founded in 1989, is a mid-sized nonprofit in the Human Services sector that reported $40.0M in total revenue in fiscal year 2023. Expenses of $38.8M left a modest 3% surplus.

Mission

THE HIGHLANDS AT WYOMISSING IS A NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY SERVING OLDER ADULTS AND CONTRIBUTING TO THE BERKS COUNTY COMMUNITY.

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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 $294,533

Program Service Revenue $34,287,275

Investment Income $3,859,896

Other Revenue $1,565,655

TOTAL REVENUE $40,007,359

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,107,930

Fundraising Expenses $109,505

Program Expenses $32,753,845

Other Expenses $22,683,344

TOTAL EXPENSES $38,791,274

Year-over-Year Comparison

	2023	2022	Change
Revenue	$40,007,359	$39,226,931	+0.0%
Expenses	$38,791,274	$36,983,519	+0.0%
Net Income	$1,216,085	$2,243,412	-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

528

Volunteers

105

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

$388,986

Total Directors

$388,986

Key Employees

$450,201

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN P DEACOSTA	PRESIDENT/CEO	40.00	Officer Director	$303,971	$85,015	$388,986
MICHAEL J ROWLEY CPA	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID L GEORGE MD	DIRECTOR	1.00	Director	$0	$0	$0
GEOFFREY EDDOWES	CHAIRMAN	1.00	Officer Director	$0	$0	$0
KEITH MOONEY ESQ	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
PETER J CONNERS CFA	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL B KIMBALL	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES SPENCER CPA	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL A DUFF	DIRECTOR	1.00	Director	$0	$0	$0
KAREN MILLER	DIRECTOR	1.00	Director	$0	$0	$0
KAREN RIGHTMIRE	DIRECTOR	1.00	Director	$0	$0	$0
CARL SEIDL	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN SANTANGELO	NURSING HEALTH CARE ADMINI	40.00	Key Emp	$158,715	$43,677	$202,392
CAMERON MARTIN	VP DEVELOPMENT & MARKETING	40.00	Key Emp	$193,439	$54,370	$247,809
LORENA LAZARCHICK	DIRECTOR OF COMMUNITY LIFE	40.00	Highest	$123,397	$34,526	$157,923
BLAKE DAUB	VP OF HUMAN RESOURCES	40.00	Highest	$141,314	$40,296	$181,610
RICK MELCHER	CFO	40.00	Highest	$121,639	$33,919	$155,558
JARED MARTZ	DIRECTOR OF COMMUNITY LIFE	40.00	Highest	$54,707	$16,120	$70,827
ANITA MARTIN	PERSONAL CARE ADMINISTRATO	40.00	Highest	$98,087	$27,136	$125,223
HOLLY MOYLAN	PERSONAL CARE ADMINISTRATO	40.00		$12,876	$0	$12,876

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
2025	No data	No data	No data	No data
2024	$40,007,359	$38,791,274	$228,357,030	$1,216,085
2023	$39,226,931	$36,983,519	$197,443,766	$2,243,412
2022	$38,218,102	$35,034,960	$185,646,037	$3,183,142
2021	$36,627,316	$32,654,897	$190,939,842	$3,972,419
2020	$34,941,776	$32,279,567	$173,183,161	$2,662,209
2019	$32,500,266	$31,911,241	$171,951,504	$589,025
2018	$36,103,708	$30,483,944	$168,680,399	$5,619,764

THE HIGHLANDS AT WYOMISSING