PENNSWOOD VILLAGE (EIN 232021541) - 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

1976

Legal Domicile

Principal Officer

DANIEL MURRAY

Phone

2159689110

Tax Period

2024-04-01 to 2025-03-31

PENNSWOOD VILLAGE, founded in 1976, is a mid-sized nonprofit in the Human Services sector that reported $48.1M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $8.2M, a strong 17% operating margin.

Mission

PROVIDES RESIDENTIAL, HEALTH, AND COMMUNITY SERVICES FOR INDIVIDUALS AGE 65 AND OLDER.

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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 $831,531

Program Service Revenue $39,823,769

Investment Income $6,924,275

Other Revenue $562,210

TOTAL REVENUE $48,141,785

Expense Breakdown

Grants Paid $999,544

Salaries & Benefits $20,401,052

Fundraising Expenses $0

Program Expenses $33,784,207

Other Expenses $18,582,596

TOTAL EXPENSES $39,983,192

Year-over-Year Comparison

	2024	2023	Change
Revenue	$48,141,785	$40,661,827	+0.2%
Expenses	$39,983,192	$37,082,294	+0.1%
Net Income	$8,158,593	$3,579,533	+1.3%

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

543

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

$970,995

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACLYN PARRY BOGERT	CHAIR	1.50	Officer Director	$0	$0	$0
ELIZABETH FRITSCH	VICE CHAIR	1.50	Officer Director	$0	$0	$0
LANCE MERVINE	TREASURER	1.50	Officer Director	$0	$0	$0
JEFF COGSHALL	SECRETARY	1.50	Officer Director	$0	$0	$0
JULIE BARTL	DIRECTOR	1.50	Director	$0	$0	$0
CHARLES MACK	DIRECTOR	1.50	Director	$0	$0	$0
INEZ BING	DIRECTOR	1.50	Director	$0	$0	$0
MELISSA CARROLL	DIRECTOR	1.50	Director	$0	$0	$0
MIKE COPPA	DIRECTOR	1.50	Director	$0	$0	$0
LORNA STUART	DIRECTOR	1.50	Director	$0	$0	$0
ALISA MILLER	DIRECTOR (FROM MAY 2024)	1.50	Director	$0	$0	$0
JIM MCCLELLAN	DIRECTOR (FROM MAY 2024)	1.50	Director	$0	$0	$0
ELLIOT STROM	DIRECTOR (UNTIL MAY 2024)	1.50	Director	$0	$0	$0
KEVYN MALLOY	DIRECTOR (UNTIL MAY 2024)	1.50	Director	$0	$0	$0
DANIEL MURRAY	CHIEF EXECUTIVE OFFICER	37.00	Officer	$364,632	$44,216	$408,848
THOMAS ATKINS	CHIEF OPERATING OFFICER	37.00	Officer	$240,063	$37,482	$277,545
TIM MCQUAID	CHIEF FINANCIAL OFFICER	37.00	Officer	$245,856	$38,746	$284,602
PHILIP A PAGLIARO	DIRECT OF MARKETING	40.00	Highest	$170,504	$12,453	$182,957
MELISSA SPADACCINO	DIRECTOR OF HUMAN RESOURCES	40.00	Highest	$164,330	$37,839	$202,169
RAGHAN ABOUASALEH	COMMUNITY PHYSICIAN	18.00	Highest	$162,782	$9,755	$172,537
JACK DEMPSEY	DIRECTOR OF HEALTH SERVICES	40.00	Highest	$157,043	$28,617	$185,660
BRYANT POWELL	DIRECTOR OF FACILITIES	40.00	Highest	$147,948	$24,186	$172,134

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	$48,141,785	$39,983,192	$152,295,072	$8,158,593
2024	$40,661,827	$37,082,294	$146,470,195	$3,579,533
2023	$35,887,423	$34,822,926	$131,543,217	$1,064,497
2022	$36,428,649	$35,091,508	$114,761,649	$1,337,141
2021	$42,765,513	$32,787,007	$116,664,714	$9,978,506
2020	$35,903,168	$34,001,218	$103,572,683	$1,901,950
2019	$35,364,748	$34,297,007	$104,011,703	$1,067,741

PENNSWOOD VILLAGE