HOSPICE FOUNDATION OF WNY INC (EIN 223137812) - 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

1991

Legal Domicile

Principal Officer

CHRISTOPHER KERR MD

Phone

7166861900

Tax Period

2024-01-01 to 2024-12-31

HOSPICE FOUNDATION OF WNY INC, founded in 1991, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $10.9M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $3.8M, a strong 34% operating margin.

Mission

THE ORGANIZATION PROVIDES LONG TERM DISABILITY BENEFIT AND SATURN CLUB FEES.

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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 $6,023,217

Program Service Revenue $0

Investment Income $4,371,243

Other Revenue $494,824

TOTAL REVENUE $10,889,284

Expense Breakdown

Grants Paid $4,829,369

Salaries & Benefits $899,824

Fundraising Expenses $1,157,342

Program Expenses $4,829,369

Other Expenses $1,405,087

TOTAL EXPENSES $7,134,280

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,889,284	$13,712,769	-0.2%
Expenses	$7,134,280	$12,356,499	-0.4%
Net Income	$3,755,004	$1,356,270	+1.8%

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

Volunteers

474

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

$1,721,977

Total Directors

$1,721,977

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENDAN J RICH ESQ	TRUSTEE	1.00	Director	$0	$0	$0
CARY SISTI	CHIEF CLINICAL OPERATIONS OFFICER	0.00	Officer Director	$0	$40,962	$374,374
CATHERINE E MCGOVERN	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER KERR MD	TRUSTEE/CMO/CEO	0.00	Officer Director	$0	$37,284	$597,158
DANIEL T RIORDAN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID ZYGAJ	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH SIDERAKIS	FOUNDATION EXECUTIVE VP	26.25	Officer Director	$139,515	$17,572	$216,880
JAMES S KRAMER	TRUSTEE	1.00	Director	$0	$0	$0
JANE MOGAVERO	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOHN REINHOLD	CHAIR	1.00	Officer Director	$0	$0	$0
KAREN MERKEL	TRUSTEE	1.00	Director	$0	$0	$0
KELLY O'BRIEN	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN K GLUC ESQ	TRUSTEE	1.00	Director	$0	$0	$0
KRISTIE WHITE	COMPTROLLER/TREASURER	0.00	Officer Director	$0	$20,362	$180,053
LINDA MAGGIO	TRUSTEE	1.00	Director	$0	$0	$0
MAGGIE WILSON	TRUSTEE	1.00	Director	$0	$0	$0
MARCY J MUNSON	TRUSTEE	1.00	Director	$0	$0	$0
MARK NOTARIUS	TRUSTEE	1.00	Director	$0	$0	$0
MARY M WILSON	EMERITUS TRUSTEE (NON-VOTING)	1.00	Director	$0	$0	$0
MELISSA S MILCH	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL F THOMPSON	TRUSTEE	1.00	Director	$0	$0	$0
NORA K MCGUIRE	TRUSTEE	1.00	Director	$0	$0	$0
PAUL DUGGAN CFP	TRUSTEE	1.00	Director	$0	$0	$0
RHONDA FREDERICK	TRUSTEE	1.00	Director	$0	$0	$0
ROB GOLDBERG	TRUSTEE	1.00	Director	$0	$0	$0
ROSEANN MCANULTY	CHIEF OPERATING OFFICER	0.00	Officer Director	$0	$31,179	$353,512
RYAN M ZEBRO	TRUSTEE	1.00	Director	$0	$0	$0
VICKI FEINE	TRUSTEE	1.00	Director	$0	$0	$0
VINCENT J MANCUSO	TRUSTEE	1.00	Director	$0	$0	$0
W LAWRENCE BUCK	EMERITUS TRUSTEE (NON-VOTING)	1.00	Director	$0	$0	$0

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	$10,889,284	$7,134,280	$59,713,410	$3,755,004
2023	$13,712,769	$12,356,499	$55,752,159	$1,356,270
2022	$8,359,597	$3,720,790	$51,294,687	$4,638,807
2021	$10,001,684	$3,469,496	$58,803,987	$6,532,188
2020	$6,600,876	$3,135,762	$49,898,800	$3,465,114
2019	$5,547,254	$2,433,929	$43,205,648	$3,113,325
2018	$7,201,536	$2,244,006	$46,546,569	$4,957,530

HOSPICE FOUNDATION OF WNY INC