OLIVET BOYS' & GIRLS' CLUB OF READING AND BERKS COUNTY PA (EIN 231365380) - 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

1898

Legal Domicile

Principal Officer

RICK PEREZ

Phone

6103731314

Tax Period

2024-01-01 to 2024-12-31

OLIVET BOYS' & GIRLS' CLUB OF READING AND BERKS COUNTY PA, founded in 1898, is a community nonprofit in the Youth Development sector that reported $3.2M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $3.0M left a modest 4% surplus.

Mission

TO ENABLE YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS RESPONSIBLE CITIZENS

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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 $2,876,008

Program Service Revenue $84,271

Investment Income $89,110

Other Revenue $118,744

TOTAL REVENUE $3,168,133

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,822,308

Fundraising Expenses $290,417

Program Expenses $2,074,248

Other Expenses $1,219,811

TOTAL EXPENSES $3,042,119

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,168,133	$2,865,808	+0.1%
Expenses	$3,042,119	$3,780,776	-0.2%
Net Income	$126,014	$-914,968	-1.1%

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

Employees

126

Volunteers

250

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

$70,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUE PERROTTY	BOARD CHAIR AS OF MARCH 2024	1.00	Officer Director	$0	$0	$0
ANGEL HELM	VICE CHAIR AS OF MARCH 2024	1.00	Officer Director	$0	$0	$0
ROGER GRAY	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
ERIN CHURICO	DIRECTOR THRU MARCH 2024	1.00	Director	$0	$0	$0
JACK GOMBACH	DIRECTOR THRU MARCH 2024	1.00	Director	$0	$0	$0
TODD GOOD	DIRECTOR THRU MAY 2024	1.00	Director	$0	$0	$0
WYNTON BUTLER	DIRECTOR	1.00	Director	$0	$0	$0
ALNEASA JORDAN	DIRECTOR THRU FEB 2024	1.00	Director	$0	$0	$0
RONALD MIKSIEWICZ	DIRECTOR THRU OCT 2024	1.00	Director	$0	$0	$0
KARISSA RODRIGUEZ	DIRECTOR THRU APRIL 2024	1.00	Director	$0	$0	$0
BILL DOWARD	DIRECTOR THRU MAY 2024	1.00	Director	$0	$0	$0
JOHN GALLEN	DIRECTOR AS OF MARCH 2024	1.00	Director	$0	$0	$0
CAROLYN BAMBERGER	DIRECTOR AS OF MARCH 2024	1.00	Director	$0	$0	$0
PAT DONAHUE	DIRECTOR AS OF MARCH 2024	1.00	Director	$0	$0	$0
TERRY GRASSLEY	DIRECTOR AS OF MARCH 2024	1.00	Director	$0	$0	$0
JOE HARTZ	DIRECTOR AS OF MARCH 2024	1.00	Director	$0	$0	$0
TIM SNYDER	DIRECTOR AS OF MARCH 2024	1.00	Director	$0	$0	$0
ADRIANE HOKE	DIRECTOR AS OF MARCH 2024	1.00	Director	$0	$0	$0
DICK EHST	DIRECTOR AS OF MARCH 2024	1.00	Director	$0	$0	$0
MISSY ORLANDO	DIRECTOR AS OF MARCH 2024	1.00	Director	$0	$0	$0
CAMILLE FAUST	DIRECTOR AS OF APRIL 2024	1.00	Director	$0	$0	$0
CARIE SEYMOUR	DIRECTOR AS OF APRIL 2024	1.00	Director	$0	$0	$0
JACOB STEIN	DIRECTOR AS OF APRIL 2024	1.00	Director	$0	$0	$0
JOHN LOYACK	DIRECTOR AS OF MAY 2024	1.00	Director	$0	$0	$0
JEFF COLEMAN	DIRECTOR AS OF MAY 2024	1.00	Director	$0	$0	$0
PATRICK SHIELDS	DIRECTOR AS OF MAY 2024	1.00	Director	$0	$0	$0
DESHA DICKSON	DIRECTOR	1.00	Director	$0	$0	$0
ZACHARY EBERT	DIRECTOR	1.00	Director	$0	$0	$0
RICK PEREZ	CEO AS OF JUNE 2024	40.00	Officer	$70,000	$0	$70,000

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	$3,168,133	$3,042,119	$6,029,281	$126,014
2023	$2,865,808	$3,780,776	$5,708,064	$-914,968
2022	$3,360,101	$3,746,448	$6,483,880	$-386,347
2021	$3,042,837	$2,789,506	$7,509,009	$253,331
2020	$3,035,931	$2,844,145	$7,037,339	$191,786
2019	$3,299,180	$3,001,302	$6,560,438	$297,878
2018	$2,983,606	$3,157,865	$6,350,729	$-174,259

OLIVET BOYS' & GIRLS' CLUB OF READING AND BERKS COUNTY PA