LANCASTER COUNTY WORKFORCE INVESTMENT BO

EIN: 232147355 501(c)(3) Employment

LANCASTER, PA

Total Revenue
$6,532,403
Total Expenses
$6,523,713
Total Assets
$4,010,518
Net Assets
$-106,461
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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
PA
Principal Officer
ANNA RAMOS
Phone
7177350333
Tax Period
2024-07-01 to 2025-06-30

LANCASTER COUNTY WORKFORCE INVESTMENT BO, founded in 1980, is a community nonprofit in the Employment sector that reported $6.5M in total revenue in fiscal year 2024. Revenue fell 34% from the prior year — a significant decline worth monitoring.

Mission

THE LANCASTER COUNTY WORKFORCE DEVELOPMENT BOARD SEEKS TO ALIGN FISCAL RESOURCES AND PROVIDE STRATEGIC DIRECTION FOR LANCASTER COUNTY JOBSEEKERS AND EMPLOYERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,382,248
Program Service Revenue $150,155
Investment Income $0
Other Revenue $0
TOTAL REVENUE $6,532,403

Expense Breakdown

Grants Paid $0
Salaries & Benefits $742,653
Fundraising Expenses $0
Program Expenses $5,933,890
Other Expenses $5,781,060
TOTAL EXPENSES $6,523,713

Year-over-Year Comparison

2024 2023 Change
Revenue $6,532,403 $9,832,202 -0.3%
Expenses $6,523,713 $9,795,862 -0.3%
Net Income $8,690 $36,340 -0.8%
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
25
Independent Members
21
Employees
11
Volunteers
40

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
4
$158,992
Total Directors
24
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JODI PACE BOARD MEMBER 0.50
Director
$0 $0 $0
HEATHER VALUDES BOARD MEMBER 0.50
Director
$0 $0 $0
JOHN BIEMILLER SECRETARY/TREASURER 0.50
Officer Director
$0 $0 $0
KEITH BAKER BOARD MEMBER 0.50
Director
$0 $0 $0
MARLYN BARBOSA BOARD MEMBER 0.50
Director
$0 $0 $0
TIMOTHY SHENK BOARD MEMBER 0.50
Director
$0 $0 $0
ED MCCAULEY BOARD MEMBER 0.50
Director
$0 $0 $0
OLEG LEVIN BOARD MEMBER 0.50
Director
$0 $0 $0
BRAD SHULENBERGER VICE CHAIR 0.50
Officer Director
$0 $0 $0
BRAD FORNEY BOARD MEMBER 0.50
Director
$0 $0 $0
JANEL CROSS BOARD MEMBER 0.50
Director
$0 $0 $0
JEAN MARTIN BOARD MEMBER 0.50
Director
$0 $0 $0
ADAM NAGLE BOARD MEMBER 0.50
Director
$0 $0 $0
FRANCIS MILIANO BOARD MEMBER 0.50
Director
$0 $0 $0
ERIN TREESE BOARD MEMBER 0.50
Director
$0 $0 $0
DAN PICK BOARD MEMBER 0.50
Director
$0 $0 $0
SUSAN RICHESON BOARD MEMBER 0.50
Director
$0 $0 $0
THOMAS NEELY CHAIR 0.50
Officer Director
$0 $0 $0
LESTER MARTIN BOARD MEMBER 0.50
Director
$0 $0 $0
KURT STILLWAGON BOARD MEMBER 0.50
Director
$0 $0 $0
SALENA COACHMAN BOARD MEMBER 0.50
Director
$0 $0 $0
TODD BURGARD BOARD MEMBER 0.50
Director
$0 $0 $0
SUZI MEYER BOARD MEMBER 0.50
Director
$0 $0 $0
WILLIAM TROUTMAN BOARD MEMBER 0.50
Director
$0 $0 $0
ANNA RAMOS EXECUTIVE DIRECTOR 40.00
Officer
$146,066 $12,926 $158,992
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 $6,532,403 $6,523,713 $4,010,518 $8,690
2024 No data No data No data No data
2023 $7,841,471 $7,910,191 $4,122,345 $-68,720
2022 $7,078,315 $7,249,696 $4,353,738 $-171,381
2021 $7,527,211 $7,549,998 $3,120,225 $-22,787
2020 $6,093,536 $6,058,405 $1,609,585 $35,131
2019 $6,209,133 $6,155,429 $1,737,616 $53,704
2018 $5,350,589 $5,384,431 $1,866,736 $-33,842
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