BUCKS COUNTY ASSOCIATION FOR RETIRED AND SENIOR CITIZENS (EIN 231626555) - 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

1965

Legal Domicile

Principal Officer

JOHN GREER III

Phone

2153435510

Tax Period

2023-07-01 to 2024-06-30

BUCKS COUNTY ASSOCIATION FOR RETIRED AND SENIOR CITIZENS, founded in 1965, is a small nonprofit in the Human Services sector that reported $963K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $161K, a strong 17% operating margin.

Mission

TO DEVELOP EDUCATIONAL, CIVIC, NUTRITIONAL SERVICES AND RECREATIONAL INTERESTS FOR ANY MAN OR WOMEN 55 YEARS OF AGE OR OVER IN THE COUNTY OF BUCKS PENNSYLVANIA

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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 $565,945

Program Service Revenue $229,871

Investment Income $4,537

Other Revenue $162,163

TOTAL REVENUE $962,516

Expense Breakdown

Grants Paid $0

Salaries & Benefits $183,906

Fundraising Expenses $7,214

Program Expenses $750,310

Other Expenses $617,763

TOTAL EXPENSES $801,669

Year-over-Year Comparison

	2023	2022	Change
Revenue	$962,516	$780,787	+0.2%
Expenses	$801,669	$753,386	+0.1%
Net Income	$160,847	$27,401	+4.9%

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

Total Directors

Key Employees

$22,500

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RYAN FAIRMAN	DIRECTOR	1.00	Director	$0	$0	$0
TARA HUBER	2ND VP	1.00	Officer Director	$0	$0	$0
ELIZABETH SCHIMER	1ST VP	1.00	Officer Director	$0	$0	$0
BETTY HEFRON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID NYMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRISTINE BIEMULLER	TREASURER	1.00	Officer Director	$0	$0	$0
STEVE HELMLINGER	SECRETARY	1.00	Officer Director	$0	$0	$0
ANDREA GOODWIN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN GREER III	EXECUTIVE DIRECTOR	25.00	Key Emp	$22,500	$0	$22,500

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	$962,516	$801,669	$2,486,350	$160,847
2023	$780,787	$753,386	$2,344,385	$27,401
2022	$522,658	$633,799	$2,323,165	$-111,141
2021	$537,621	$495,449	$2,464,410	$42,172
2020	$588,826	$743,381	$2,392,392	$-154,555
2019	$782,060	$788,685	$2,559,816	$-6,625
2018	$860,071	$860,558	$2,643,348	$-487

BUCKS COUNTY ASSOCIATION FOR RETIRED AND SENIOR CITIZENS