Greater Philadelphia Association of Health Underwr (EIN 233100013) - 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

2001

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Greater Philadelphia Association of Health Underwr, founded in 2001, is a small nonprofit that reported $188K in total revenue in fiscal year 2023. Expenses of $222K exceeded revenue, resulting in a 18% operating deficit.

Mission

TO PROMOTE QUALITY, RESPONSIBLE SUSTAINABLE HEALTHCARE SOLUTIONS FOR ALL PA RESIDENTS

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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 $20,675

Program Service Revenue $215,048

Investment Income $0

Other Revenue $-47,648

TOTAL REVENUE $188,075

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $98,119

Other Expenses $221,883

TOTAL EXPENSES $221,883

Year-over-Year Comparison

	2023	2022	Change
Revenue	$188,075	$182,469	+0.0%
Expenses	$221,883	$200,545	+0.1%
Net Income	$-33,808	$-18,076	+0.9%

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
Alexis Bruni	Director	1.00	Director	$0	$0	$0
Briana Scafidi	Director	1.00	Director	$0	$0	$0
Sara Simkins	Director	1.00	Director	$0	$0	$0
Eric Torban	Director	1.00	Director	$0	$0	$0
William Ryales	Director	1.00	Director	$0	$0	$0
Vicky Cagliola	Legislative Chair	1.00	Director	$0	$0	$0
Cally Sullivan	Director	1.00	Director	$0	$0	$0
Edward Chorzelewski	Director	1.00	Director	$0	$0	$0
Eric MacDougall	Director	1.00	Director	$0	$0	$0
Brian Wright	Director	1.00	Director	$0	$0	$0
David Gee	Director	1.00	Director	$0	$0	$0
Nicholas Pedersen	Director	1.00	Director	$0	$0	$0
Cristina Pergament	Director	1.00	Director	$0	$0	$0
Matthew Cooney	Director	1.00	Director	$0	$0	$0
Kristen Dougherty	Director	1.00	Director	$0	$0	$0
Kevin Hausmann	Secretary	1.00	Director	$0	$0	$0
David Cagliola	Director	1.00	Director	$0	$0	$0
Lisa Fisher-Gualtieri	Director	1.00	Director	$0	$0	$0
Stephen P Kelly	Director	1.00	Director	$0	$0	$0
Richard Miller	Director	1.00	Director	$0	$0	$0
Peter Gualtieri	Director	1.00	Director	$0	$0	$0
Scott Wham	Immediate Past President	2.00	Officer	$0	$0	$0
John Manion	President	2.00	Officer	$0	$0	$0
Laurie Manley	Treasurer	2.00	Officer	$0	$0	$0
Priscilla Knerr	Vice President	2.00	Officer	$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
2023	$188,075	$221,883	No data	$-33,808
2022	$182,469	$200,545	$104,256	$-18,076
2021	$159,005	$131,568	$101,163	$27,437
2020	$147,705	$145,763	$132,838	$1,942
2019	$170,070	$173,202	$55,156	$-3,132
2018	$200,118	$204,949	$76,049	$-4,831

Greater Philadelphia Association of Health Underwr