BRANDYWINE VALLEY ACTIVE AGING (EIN 232040210) - 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

1978

Legal Domicile

Principal Officer

NICK HOFFMAN

Phone

6103836900

Tax Period

2024-07-01 to 2025-06-30

BRANDYWINE VALLEY ACTIVE AGING, founded in 1978, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $443K, a strong 22% operating margin.

Mission

TO ENRICH THE LIVES OF AGING ADULTS LIVING IN OUR COMMUNITY BY PROVIDING SERVICES THAT ENHANCE THE DIGNITY AND QUALITY OF THEIR LIVES.

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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 $1,893,275

Program Service Revenue $24,079

Investment Income $29,142

Other Revenue $86,878

TOTAL REVENUE $2,033,374

Expense Breakdown

Grants Paid $0

Salaries & Benefits $873,479

Fundraising Expenses $100,608

Program Expenses $1,275,263

Other Expenses $716,763

TOTAL EXPENSES $1,590,242

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,033,374	$1,835,990	+0.1%
Expenses	$1,590,242	$1,938,120	-0.2%
Net Income	$443,132	$-102,130	-5.3%

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

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

$122,809

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM PIERCE	Executive Dir.	40.00	Officer	$115,567	$7,242	$122,809
NICK HOFFMAN	President	2.00	Officer Director	$0	$0	$0
MARIE LENTZ	BOARD MEMBER	0.63	Director	$0	$0	$0
JACQUELINE MOTYL	BOARD MEMBER	1.25	Director	$0	$0	$0
LAURIE RYAN	Vice President	1.63	Officer Director	$0	$0	$0
RICK BATES	BOARD MEMBER	0.63	Director	$0	$0	$0
JEANNE BRYAN	BOARD MEMBER	0.63	Director	$0	$0	$0
JAMES KAUFFMAN	BOARD MEMBER	0.63	Director	$0	$0	$0
FRAN INTERRANTE	BOARD MEMBER	0.63	Director	$0	$0	$0
SASHA KRYST	Treasurer	0.63	Officer Director	$0	$0	$0
LISA GORDON	BOARD MEMBER	0.63	Director	$0	$0	$0
LINDA KERR	Secretary	1.25	Officer Director	$0	$0	$0
MARY FISCHER-NASSIB	Director	0.63	Director	$0	$0	$0
DARYA SABOCSIK	BOARD MEMBER	0.63	Director	$0	$0	$0
AMBER LITTLE-TURNER	BOARD MEMBER	0.63	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
2025	$2,033,374	$1,590,242	$2,196,255	$443,132
2024	$1,835,990	$1,938,120	$1,670,343	$-102,130
2023	$2,101,819	$2,283,054	$1,662,354	$-181,235
2022	$1,113,065	$1,106,637	$1,504,087	$6,428
2021	$731,774	$618,602	$1,495,713	$113,172

BRANDYWINE VALLEY ACTIVE AGING