EPISCOPAL HOUSING OF THE LEHIGH VALLEY INC (EIN 236394625) - 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

1964

Legal Domicile

Principal Officer

PATRICIA D GORMAN

Phone

6107379498

Tax Period

2023-07-01 to 2024-06-30

EPISCOPAL HOUSING OF THE LEHIGH VALLEY INC, founded in 1964, is a micro nonprofit in the Housing & Shelter sector that reported $91K in total revenue in fiscal year 2023. The organization ran a surplus of $28K, a strong 31% operating margin.

Mission

TO ASSIST LOW-INCOME ELDERLY PERSONS TO LIVE WITH DIGNITY, INDEPENDENCE, AND SECURITY BY PROVIDING SERVICES AND SUPPORT, AND SPONSORING AND ENCOURAGING PROGRAMS AND ACTIVITIES FOR THE ADVANCEMENT OF THEIR HEALTH AND GENERAL WELFARE.

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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 $0

Program Service Revenue $0

Investment Income $90,459

Other Revenue $245

TOTAL REVENUE $90,704

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,000

Other Expenses $37,742

TOTAL EXPENSES $62,742

Year-over-Year Comparison

	2023	2022	Change
Revenue	$90,704	$84,476	+0.1%
Expenses	$62,742	$28,630	+1.2%
Net Income	$27,962	$55,846	-0.5%

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
PATRICIA D GORMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
SANDRA LINS STOKER	VICE PRESIDENT, SECRETARY	1.00	Officer Director	$0	$0	$0
KIMBERLY DUHAMEL-MURRAY	TREASURER	1.00	Officer Director	$0	$0	$0
JULIA DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
LORI RICHARDSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ALAN YERGER	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT SIPOS	BOARD MEMBER	1.00	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	No data	No data	No data	No data
2024	$90,704	$62,742	$2,611,232	$27,962
2023	$84,476	$28,630	$2,541,899	$55,846
2022	$47,795	$19,710	$2,523,780	$28,085
2021	$25,341	$21,485	$2,668,614	$3,856
2020	$4,806,417	$1,566,449	$4,443,039	$3,239,968
2019	$1,669,323	$1,303,651	$3,373,950	$365,672

EPISCOPAL HOUSING OF THE LEHIGH VALLEY INC