GREATER HARLEYSVILLE AND NORTH PENN SENIOR SERVICES (EIN 231968819) - 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

1975

Legal Domicile

Principal Officer

LISA JONES

Phone

2152566900

Tax Period

2023-07-01 to 2024-06-30

GREATER HARLEYSVILLE AND NORTH PENN SENIOR SERVICES, founded in 1975, is a small nonprofit in the Human Services sector that reported $882K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $995K exceeded revenue, resulting in a 13% operating deficit.

Mission

TO PROVIDE ACCESS TO PROGRAMS AND SERVICES THAT HELP OLDER ADULTS LIVE INDEPENDENTLY AND REMAIN ACTIVE

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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 $663,664

Program Service Revenue $120,300

Investment Income $6,263

Other Revenue $91,976

TOTAL REVENUE $882,203

Expense Breakdown

Grants Paid $0

Salaries & Benefits $437,660

Fundraising Expenses $62,913

Program Expenses $747,606

Other Expenses $557,188

TOTAL EXPENSES $994,848

Year-over-Year Comparison

	2023	2022	Change
Revenue	$882,203	$978,260	-0.1%
Expenses	$994,848	$959,179	+0.0%
Net Income	$-112,645	$19,081	-6.9%

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

137

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

$80,670

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATE MOORE	PAST PRESIDE	N/A	Director	$0	$0	$0
LISA JONES	PRESIDENT	2.00	Officer Director	$0	$0	$0
BETTY LINKO	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ELLEN HILL	SECRETARY	2.00	Officer Director	$0	$0	$0
FRED WMILLER	TREASURER	2.00	Officer Director	$0	$0	$0
ROBERT SCHOEN	DIRECTOR	2.00	Officer Director	$0	$0	$0
SHERI STROUSE	PAST PRESIDE	2.00	Director	$0	$0	$0
KATIE FARRELL	DIRECTOR	2.00	Director	$0	$0	$0
SHAMSUL HUDA	DIRECTOR	2.00	Director	$0	$0	$0
WANDA LEWIS-CAMPBELL	DIRECTOR	2.00	Director	$0	$0	$0
JOHN CABREY	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH BEIL	EXECUTIVE DI	40.00	Officer	$80,670	$0	$80,670

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	$882,203	$994,848	$360,514	$-112,645
2023	$978,260	$959,179	$474,723	$19,081
2022	$889,451	$875,500	$328,250	$13,951
2021	$771,785	$794,125	$322,701	$-22,340
2020	$803,244	$832,086	$384,253	$-28,842
2019	$859,264	$826,061	$501,160	$33,203
2019	$753,788	$822,311	$399,434	$-68,523
2018	$853,937	$766,451	$440,072	$87,486

GREATER HARLEYSVILLE AND NORTH PENN SENIOR SERVICES