AFFILIA HOME HEALTH

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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

1926

Legal Domicile

Principal Officer

DAVID ALEXANDER

Phone

7175442161

Tax Period

2022-07-01 to 2023-06-30

AFFILIA HOME HEALTH, founded in 1926, is a mid-sized nonprofit that reported $10.4M in total revenue in fiscal year 2022. Expenses of $11.8M exceeded revenue, resulting in a 13% operating deficit.

Mission

AFFILIA HOME HEALTH IS A COMMUNITY SERVICE ORGANIZATION THAT PROVIDES COMPREHENSIVE HOME HEALTH CARE TO PEOPLE OF ALL AGES IN LANCASTER, BERKS, CHESTER, SCHUYLKILL AND DAUPHIN COUNTIES AND THEIR SURROUNDING AREA REGARDLESS OF THEIR ABILITY TO PAY. AFFILIA HOME HEALTH PROVIDED SKILLED NURSING, THERAPY, MEDICAL SOCIAL SERVICES, AND HOME HEALTH AID SERVICES FOR THE FISCAL YEAR ENDED JUNE 30, 2023.

Program Service Accomplishments

Program 1

Expenses: $4,365,397 Revenue: $5,329,012

HOME HEALTH CARE: SKILLED NURSING (RN&LPN)-SKILLED NURSES HELP PATIENTS RECOVER AFTER AN OPERATION OR ILLNESS. PROVIDE CARE TO AGING OR CHRONICALLY ILL PATIENTS, AND RELIEVE THE STRESS FOR FAMILY...

HOME HEALTH CARE: SKILLED NURSING (RN&LPN)-SKILLED NURSES HELP PATIENTS RECOVER AFTER AN OPERATION OR ILLNESS. PROVIDE CARE TO AGING OR CHRONICALLY ILL PATIENTS, AND RELIEVE THE STRESS FOR FAMILY MEMBERS CARING FOR THEIR LOVED ONES. (31,333 VISITS)

Program 2

Expenses: $2,558,382 Revenue: $3,120,388

HOME HEALTH CARE: PHYSICAL THERAPY-PHYSICAL THERAPISTS HELP PATIENTS IMPROVE MUSCLE STRENGTH, REGAIN FUNCTIONAL MOVEMENT, RELIEVE PAIN AND USE MEDICAL EQUIPMENT PROPERLY. (18,363 VISITS)

Program 3

Expenses: $999,361 Revenue: $1,218,894

HOME HEALTH CARE: OCCUPATIONAL THERAPY-OCCUPATIONAL THERAPISTS WORK WITH PATIENTS TO REGAIN OR ADAPT TO THEIR ABILITY TO PERFORM DAILY LIVING SKILLS LIKE BATHING, DRESSING, OR PREPARING MEALS. (7,173...

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,032

Program Service Revenue $10,433,411

Investment Income $7,114

Other Revenue $4,657

TOTAL REVENUE $10,446,214

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,099,443

Fundraising Expenses $0

Program Expenses $8,554,272

Other Expenses $1,676,234

TOTAL EXPENSES $11,775,677

Year-over-Year Comparison

	2022	2021	Change
Revenue	$10,446,214	$10,200,166	+0.0%
Expenses	$11,775,677	$11,442,682	+0.0%
Net Income	$-1,329,463	$-1,242,516	+0.1%

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

125

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

$2,084,048

Total Directors

$3,815,790

Key Employees

$219,450

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH KASPER	TRUSTEE/CHAIRPERSON	2.0	Officer Director	$0	$210,044	$1,927,034
JOAN DOYLE	TRUSTEE	2.0	Director	$0	$71,320	$660,447
MARGARET F COSTELLA ESQ	FORMER OFFICER	0.0		$0	$125,756	$576,465
TAMMY L OBER	FORMER OFFICER	0.0		$0	$97,676	$463,278
SANDRA JOST	TRUSTEE	2.0	Director	$0	$4,082	$383,296
DAVID ALEXANDER	TRUSTEE, CFO PMAH	2.0	Director	$0	$26,768	$359,675
SARAH JOHNSON	TRUSTEE	2.0	Director	$0	$25,698	$328,324
DOUGLAS W RINEHART	FORMER OFFICER	0.0		$0	$35,450	$317,913
KRISTINA ARMITAGE BURKE	AGENCY DIRECTOR-HOME HEALTH	55.0	Key Emp	$184,755	$34,695	$219,450
KATHRYN WEINRICH	FORMER OFFICER	0.0		$0	$22,324	$215,255
CHARMAINE S ROCHESTER	FORMER OFFICER	2.0		$0	$46,645	$212,457
AMANDA J SHAW	OFFICER	2.0	Officer Director	$0	$31,732	$157,014
DANIEL S BURKHART	PHYSICAL THERAPIST	55.0	Highest	$105,923	$35,291	$141,214
RACHEL HERTZOG	HOME CARE RN	55.0	Highest	$105,794	$25,426	$131,220
KENNETH W FOX	PHYSICAL THERAPIST	55.0	Highest	$117,791	$6,415	$124,206
ANDREA WOLF	PHYSICAL THERAPIST	55.0	Highest	$97,460	$26,687	$124,147
CARLA CHERRY	DIRECTOR QUALITY, COMPLIANCE	55.0	Highest	$102,213	$14,512	$116,725

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	No data	No data	No data	No data
2023	$10,446,214	$11,775,677	$1,764,618	$-1,329,463
2022	$10,200,166	$11,442,682	$3,095,812	$-1,242,516
2021	$11,400,021	$11,265,582	$4,847,399	$134,439
2020	$11,333,626	$11,496,175	$4,533,679	$-162,549
2019	$16,277,887	$17,199,312	$4,353,063	$-921,425
2018	$25,573,312	$26,510,066	$10,117,566	$-936,754