UPPER PERKIOMEN MANOR (EIN 232438091) - 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

1982

Legal Domicile

Principal Officer

PASTOR NICHOLAS PENCE

Phone

2156797408

Tax Period

2024-10-01 to 2025-09-30

UPPER PERKIOMEN MANOR, founded in 1982, is a community nonprofit in the Housing & Shelter sector that reported $1.0M in total revenue in fiscal year 2024.

Mission

PROVIDING RENTAL HOUSING AND RELATED SERVICES TO LOW-INCOME ELDERLY PERSONS AND PERSONS WITH DISABILITIES IN RED HILL, PA.

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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 $0

Program Service Revenue $1,037,774

Investment Income $1,451

Other Revenue $0

TOTAL REVENUE $1,039,225

Expense Breakdown

Grants Paid $0

Salaries & Benefits $244,635

Fundraising Expenses $0

Program Expenses $1,076,090

Other Expenses $831,455

TOTAL EXPENSES $1,076,090

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,039,225	$1,012,020	+0.0%
Expenses	$1,076,090	$1,102,144	0.0%
Net Income	$-36,865	$-90,124	-0.6%

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

N/A

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
PASTOR NICHOLAS PENCE	DIRECTOR/PRE	1.00	Officer Director	$0	$0	$0
BEVERLY FOX	DIRECTOR/VP/	1.00	Officer Director	$0	$0	$0
VINCENT HAMM	DIRECTOR/SEC	1.00	Officer Director	$0	$0	$0
HARRY MERWARTH	DIRECTOR	0.50	Director	$0	$0	$0
RUTH HAMM	DIRECTOR	0.50	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	$1,039,225	$1,076,090	$1,845,190	$-36,865
2024	$1,012,020	$1,102,144	$1,926,262	$-90,124
2023	$977,047	$1,042,790	$2,110,662	$-65,743
2022	$959,680	$1,052,652	$2,251,433	$-92,972
2021	$946,437	$995,817	$2,467,640	$-49,380
2020	$930,185	$973,529	$2,621,708	$-43,344
2019	$930,507	$988,715	$2,783,860	$-58,208
2018	$887,066	$974,489	$2,942,414	$-87,423

UPPER PERKIOMEN MANOR