Elwyn Institutes Workers Compensat… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

Charles S McLister

Phone

6108912000

Tax Period

2021-07-01 to 2022-06-30

Mission

THE TRUST PROVIDED WORKERS COMPENSATION INSURANCE TO ELWYN OF PENNSYLVANIA AND DELAWARE EMPLOYEES THAT WERE INJURED PERFORMING THEIR ASSIGNMENTS.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

THE TRUST PROVIDED WORKERS COMPENSATION INSURANCE TO ELWYN OF PENNSYLVANIA AND DELAWARE EMPLOYEES THAT WERE INJURED PERFORMING THEIR ASSIGNMENTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2021	2020	Change
Revenue	N/A	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	$0	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$1,543,034

Total Directors

$531,037

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Charles S McLister	President/CEO	Officer Director	$0	$55,152	$531,037
Debra M Paul CPA MBA	CFO THRU 12/2021	Officer	$0	$49,685	$395,945
LEONARD J KIRBY	SVP/COO	Officer	$0	$36,183	$392,473
NIKOLE CABREY	SVP/CFO as of 01/2022	Officer	$0	$23,797	$223,579
Joseph E Lundy Esq	Chair	Officer Director	$0	$0	$0
ANDREA ANANIA	VICE CHAIR	Officer Director	$0	$0	$0
JAMES SEBRA	TREASURER	Officer Director	$0	$0	$0
STEVEN SILBER MD	SECRETARY	Officer 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
2022	No data	No data	No data	No data
2021	No data	No data	No data	No data
2020	$525,213	$389,067	No data	$136,146
2019	$2,032,085	$1,889,402	$31,076	$142,683
2018	$1,488,323	$1,315,610	$93,080	$172,713

Elwyn Institutes Workers Compensation Trust