FOULKEWAYS AT GWYNEDD

EIN: 231657176 501(c)(3) Human Services

Gwynedd, PA

Total Revenue
$43,271,106
Total Expenses
$40,266,562
Total Assets
$138,292,236
Net Assets
$32,094,790
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Financial Trends

Organization Details

Formation Year
1973
Legal Domicile
PA
Principal Officer
Philip G DeBaun
Phone
2156432200
Tax Period
2024-01-01 to 2024-12-31

FOULKEWAYS AT GWYNEDD, founded in 1973, is a mid-sized nonprofit in the Human Services sector that reported $43.3M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $40.3M left a modest 7% surplus.

Mission

The mission of Foulkeways at Gwynedd is to provide comprehensive services focused on the needs of seniors based upon Quaker values that promote independence, innovative living, respect, security and choice.

Program Service Accomplishments

Program 1
Expenses: $9,292,181 Revenue: $4,682,521

Health Care Service Program: The basis for all Foulkeways Health Services is a primary care model for those over 65 consisting of health maintenance, education for self-care, appropriate screening...

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Health Care Service Program: The basis for all Foulkeways Health Services is a primary care model for those over 65 consisting of health maintenance, education for self-care, appropriate screening, management of acute illness, monitoring of chronic disease and achievement of dignified death. The health and wellness needs of residents are addressed at all levels of care. Most residents receive primary care from onsite physicians who are board certified in geriatric medicine. HEALTH PROMOTION AND MAINTENANCE: Residents at any level of care may take part in the Wellness Program. The Fitness Center, including an indoor 65' by 25' pool (equipped with chair lifts for handicapped accessibility) and a fully equipped exercise facility is available to all residents, priority list members and staff. Independent Living residents are considered able to demonstrate their independence in all Activities of Daily Living (ADLs) and Instrumental Activities of Daily Living (IADLs). Personal Care (Abington House) - Residents require minimal to moderate assistance with Activities of Daily Living. Nursing Facility (Gwynedd House) - the majority of nursing care residents are in their 90's and often have a strong preference to be treated with less invasive technologies at Foulkeways. STAFF EDUCATION AND TRAINING: Required regulatory seminars are provided annually either in person, using a Powerpoint deck or through electronic training. Ongoing educational opportunities are provided on a monthly basis to nursing staff.

Program 2
Expenses: $5,830,663 Revenue: $253,394

Dining Services Program: Foulkeways offers residents and staff three meals per day in four different dining venues. Along with regular meal service, catering is offered to compliment the resident's...

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Dining Services Program: Foulkeways offers residents and staff three meals per day in four different dining venues. Along with regular meal service, catering is offered to compliment the resident's culinary needs on a requested basis. There are dietitians on the team who present educational seminars to all residents on nutritional awareness and healthy eating. One dietitian supports care plans developed for all personal care and nursing care residents as well as reviewing the nutritional program offered to all residents. A second dietitian is specifically tasked with wellness related presentations and programs and one-on-one nutritional counseling for residents who request consultation. During 2024 the Dining Services Program again partnered with the Montgomery County Intermediate Unit (MCIU) to provide life skills training to disabled high school students who are eligible for the MCIU Transition to Employment program.

Program 3
Expenses: $3,042,507 Revenue: $212,577

The Maintenance Department: The department provides building and property support for residents who live on the campus of Foulkeways and maintains the work areas of the employees who care for them...

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The Maintenance Department: The department provides building and property support for residents who live on the campus of Foulkeways and maintains the work areas of the employees who care for them. Specifically, the department is responsible for maintaining and repairing over 475,000 square feet of buildings and 120 acres of land. The buildings include 258 garden and two-story apartments, a personal care building with 82 suites and 7 single rooms and a nursing facility with 43 rooms. Areas used by the entire community include a Community Center with an auditorium, fine dining venue, cafe, bank, activities areas and main offices. The department is also responsible for performing upgrades and improvements to apartments, personal care rooms and nursing care rooms that are being re-occupied by new residents. Areas specifically for nursing staff, housekeeping, dining services and the administrative offices are also supported.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,116,071
Program Service Revenue $37,869,955
Investment Income $1,979,482
Other Revenue $2,305,598
TOTAL REVENUE $43,271,106

Expense Breakdown

Grants Paid $332,283
Salaries & Benefits $19,508,075
Fundraising Expenses $60,953
Program Expenses $32,584,503
Other Expenses $20,426,204
TOTAL EXPENSES $40,266,562

Year-over-Year Comparison

2024 2023 Change
Revenue $43,271,106 $39,829,653 +0.1%
Expenses $40,266,562 $38,421,739 +0.0%
Net Income $3,004,544 $1,407,914 +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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Governance

Voting Members
14
Independent Members
9
Employees
442
Volunteers
680

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
5
$654,005
Total Directors
14
$0
Key Employees
2
$422,792
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Philip DeBaun Chief Executive Officer/Secretary 40
Officer
$389,150 $20,205 $409,355
Edna M Cristinzio Chief Financial Officer 40
Officer
$216,652 $27,998 $244,650
William Durbin Director of IT & Project Manager 40
Key Emp
$201,240 $27,991 $229,231
Dongmei Cai Registered Nurse 65.55
Highest
$203,783 $10,936 $214,719
Darren Wenner Director of Facilities (Former) 40
Highest
$171,587 $25,463 $197,050
Heather Heiland Chief Health Services Officer 40
Key Emp
$178,164 $15,397 $193,561
Brian Kersey Director of Marketing and Admissions 40
Highest
$168,346 $24,546 $192,892
Rajendra Patel Registered Nurse 50.69
Highest
$160,055 $25,664 $185,719
Andrew Trella Pharmacy Manager 40
Highest
$155,869 $19,949 $175,818
Neil Trueblood Chair of Board of Directors 7
Officer Director
$0 $0 $0
Mary Buckman Board Member 2
Director
$0 $0 $0
Jamie Unkefer Board Member 2
Director
$0 $0 $0
Alfred Kuffler Board Member 4
Director
$0 $0 $0
Phillip H Henderson Emeritus Board Member 2
Director
$0 $0 $0
Scott Henderson Treasurer 4
Officer Director
$0 $0 $0
Lynn Bush Vice Chair 2
Officer Director
$0 $0 $0
Kenneth Taylor Board Member 4
Director
$0 $0 $0
Bonnie Miller Board Member 2
Director
$0 $0 $0
Keith Eby Board Member 4
Director
$0 $0 $0
Patricia Gerrity Board Member 2
Director
$0 $0 $0
Daena Berdugo Board Member 2
Director
$0 $0 $0
William Evans Board Member 2
Director
$0 $0 $0
Amelia Diamond Board Member 2
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 $43,271,106 $40,266,562 $138,292,236 $3,004,544
2023 $39,829,653 $38,421,739 $135,631,483 $1,407,914
2022 $38,939,907 $35,740,296 $132,939,226 $3,199,611
2021 $36,943,009 $33,772,078 $136,223,781 $3,170,931
2020 $35,148,589 $34,437,416 $132,835,120 $711,173
2019 $34,727,479 $33,764,155 $131,838,946 $963,324
2018 $32,813,902 $32,392,378 $128,856,288 $421,524
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