UPPER MERION TOWNSHIP HEALTH & WELFARE PLAN (EIN 232137119) - 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

1980

Legal Domicile

Principal Officer

ROSEANN MCGRATH

Phone

6102652600

Tax Period

2023-01-01 to 2023-12-31

UPPER MERION TOWNSHIP HEALTH & WELFARE PLAN, founded in 1980, is a micro nonprofit that reported $20K in total revenue in fiscal year 2023. Revenue surged 634% from the prior year, signaling strong growth momentum.

Mission

PROVIDE A ONE-TIME LIMITED LIFE INSURANCE BENEFIT TO THE SURVIVING BENEFICIARY OF RETIRED POLICE OFFICERS.

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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 $10,000

Program Service Revenue $0

Investment Income $9,595

Other Revenue $0

TOTAL REVENUE $19,595

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,595	$2,669	+6.3%
Expenses	N/A	N/A	N/A
Net Income	N/A	$2,669	N/A

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOAN JENAWAY	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
ROSEANN MCGRATH	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JEROME STAQUET	SECRETARY	1.00	Officer Director	$0	$0	$0
THOMAS NOLAN	TRUSTEE	1.00	Director	$0	$0	$0
GREG WAKS	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY HAMADAY	TRUSTEE	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	No data	No data	No data	No data
2023	$19,595	No data	$367,672	No data
2022	$2,669	No data	$348,077	No data
2021	$22	$28,317	$349,313	$-28,295
2020	$5,559,764	$5,640,792	$388,091	$-81,028
2019	$4,854,980	$4,920,821	$468,011	$-65,841
2018	$4,838,673	$4,906,482	$531,328	$-67,809

UPPER MERION TOWNSHIP HEALTH & WELFARE PLAN