PALMYRA AREA INTERFAITH HOUSING COUNCIL

EIN: 232091551 501(c)(3)

CLEONA, PA

Total Revenue
$1,769,132
Total Expenses
$1,517,026
Total Assets
$8,077,384
Net Assets
$2,941,050
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1977
Legal Domicile
PA
Principal Officer
DANIEL LYONS
Phone
7172741401
Tax Period
2023-10-01 to 2024-09-30

PALMYRA AREA INTERFAITH HOUSING COUNCIL, founded in 1977, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $1.5M left a modest 14% surplus.

Mission

TO PROVIDE ELDERLY AND HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIFICALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING AND TO PROVIDE DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1954 OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,018,224
Program Service Revenue $750,374
Investment Income $534
Other Revenue $0
TOTAL REVENUE $1,769,132

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,317,774
Other Expenses $1,517,026
TOTAL EXPENSES $1,517,026

Year-over-Year Comparison

2023 2022 Change
Revenue $1,769,132 $1,363,986 +0.3%
Expenses $1,517,026 $925,079 +0.6%
Net Income $252,106 $438,907 -0.4%
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

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
9

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
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHILA ULRICH PRESIDENT 1.00
Officer Director
$0 $0 $0
PAUL WAGNER VP 1.00
Officer Director
$0 $0 $0
LEROY LEACH TREASURER 1.00
Officer Director
$0 $0 $0
LEE SMEDLEY SECRETARY 1.00
Officer Director
$0 $0 $0
STEVE BORTNER MEMBER 1.00
Officer Director
$0 $0 $0
JUDY GORDON MEMBER 1.00
Director
$0 $0 $0
BECKY HASSLER MEMBER 1.00
Director
$0 $0 $0
CARIN STEGAR KAAG MEMBER 1.00
Director
$0 $0 $0
ANDREA MURRAY MEMBER 1.00
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 $1,769,132 $1,517,026 $8,077,384 $252,106
2023 $1,363,986 $925,079 $6,438,916 $438,907
2022 $1,376,127 $864,057 $6,450,273 $512,070
2021 $1,084,937 $757,344 $6,399,679 $327,593
2020 $645,947 $807,955 $6,077,740 $-162,008
2019 $965,548 $634,466 $1,937,514 $331,082
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