WM PENN SOCIAL ASSOCIATION (EIN 230954020) - 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

1932

Legal Domicile

Principal Officer

Dawn McDadeHeedaeus

Phone

7172559290

Tax Period

2024-01-01 to 2024-12-31

WM PENN SOCIAL ASSOCIATION, founded in 1932, is a small nonprofit that reported $538K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

Providing various food, beverage and gaming experiences soley to its membership to promote pleasure, recreation and social spirit.

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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 $123,724

Investment Income $0

Other Revenue $414,211

TOTAL REVENUE $537,935

Expense Breakdown

Grants Paid $0

Salaries & Benefits $236,364

Fundraising Expenses $0

Program Expenses $546,314

Other Expenses $309,950

TOTAL EXPENSES $546,314

Year-over-Year Comparison

	2024	2023	Change
Revenue	$537,935	$455,476	+0.2%
Expenses	$546,314	$458,432	+0.2%
Net Income	$-8,379	$-2,956	+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

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

$21,191

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dawn McDade-Heedaeus	President	4.00	Officer	$11,107	$0	$11,107
Megan Mohney	Secretary	4.00	Officer	$5,284	$0	$5,284
Brittany Brock	Treasurer	7.50	Officer	$4,800	$0	$4,800
Chester Smith	Trustee	2.00	Director	$0	$0	$0
Alysia Lentz	Trustee	2.00	Director	$0	$0	$0
Angela Acri	Trustee	2.00	Director	$0	$0	$0
Coleen Garced	Trustee	4.25	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	$537,935	$546,314	$263,762	$-8,379
2023	$455,476	$458,432	$272,141	$-2,956
2022	$318,777	$264,427	$275,097	$54,350
2021	$190,918	$109,000	$220,747	$81,918
2020	$123,049	$160,349	$138,829	$-37,300

WM PENN SOCIAL ASSOCIATION