DUNWOODY ALLIED SERVICES INC

EIN: 232854206 501(c)(3) Human Services

NEWTOWN SQUARE, PA

Total Revenue
$881,718
Total Expenses
$734,512
Total Assets
$1,445,992
Net Assets
$760,998
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1996
Legal Domicile
PA
Principal Officer
MAUREEN CASEY
Phone
6103594400
Tax Period
2024-01-01 to 2024-12-31

DUNWOODY ALLIED SERVICES INC, founded in 1996, is a small nonprofit in the Human Services sector that reported $882K in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $147K, a strong 17% operating margin.

Mission

THE MISSION OF DUNWOODY AT HOME IS TO PROVIDE A COMPREHENSIVE APPROACH TO HEALTH AND WELLNESS WHILE PROVIDING INDIVIDUALIZED CARE IN THE HOME, ENSURING THE HIGHEST QUALITY OF LIFE FOR EACH CLIENT THAT WE SERVE.OUR MOST SIGNIFICANT ACTIVITIES FOR CLIENTS AND THEIR FAMILY CAREGIVERS INCLUDE SUPPORT WITH ACTIVITIES OF DAILY LIVING, TRANSPORTATION, PET CARE, CONTINUATION OF ROLES, ENGAGEMENT IN HOBBIES AND PURSUIT OF PASSIONS.

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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 $134,552
Program Service Revenue $734,291
Investment Income $12,875
Other Revenue $0
TOTAL REVENUE $881,718

Expense Breakdown

Grants Paid $0
Salaries & Benefits $625,866
Fundraising Expenses $0
Program Expenses $599,706
Other Expenses $108,646
TOTAL EXPENSES $734,512

Year-over-Year Comparison

2024 2023 Change
Revenue $881,718 $1,576,534 -0.4%
Expenses $734,512 $1,612,067 -0.5%
Net Income $147,206 $-35,533 -5.1%
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

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Liquidity & Cash Position

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Governance

Voting Members
4
Independent Members
4
Employees
64
Volunteers
7

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
$445,587
Total Directors
8
$445,587
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CATHERINE EHRMAN TRUSTEE 1.00
Director
$0 $0 $0
DR TIM CONAHAN SECRETARY OF THE BOARD 1.00
Officer Director
$0 $0 $0
SHERRY SMYTH TREASURER 1.00
Officer Director
$0 $0 $0
TED BREDIKIN TRUSTEE 1.00
Director
$0 $0 $0
CONEL HICKEY CHAIRMAN OF THE BOARD (LEFT JUNE 2024) 1.00
Officer Director
$0 $0 $0
DR ANDREW LIPTON TRUSTEE (LEFT JUNE 2024) 1.00
Director
$0 $0 $0
THEODORE BREDIKIN TRUSTEE (LEFT APRIL 2024) 1.00
Director
$0 $0 $0
MAUREEN CASEY PRESIDENT AND CEO 1.50
Officer Director
$0 $21,357 $445,587
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 $881,718 $734,512 $1,445,992 $147,206
2023 $1,576,534 $1,612,067 $1,103,506 $-35,533
2022 $1,607,231 $1,631,314 $949,963 $-24,083
2021 $1,912,375 $1,735,466 $1,053,351 $176,909
2020 $1,688,976 $2,064,031 $1,054,237 $-375,055
2019 $1,818,485 $2,053,300 $2,040,356 $-234,815
2018 $2,024,722 $2,128,768 $1,864,202 $-104,046
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