MYERS TRUST FOR WESLEY VILLAGE

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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

1981

Legal Domicile

Phone

4127622758

Tax Period

2024-01-01 to 2024-12-31

MYERS TRUST FOR WESLEY VILLAGE, founded in 1981, is a small nonprofit that reported $717K in total revenue in fiscal year 2024. Revenue fell 52% from the prior year — a significant decline worth monitoring. Net assets of $11.0M represent 184 months of operating reserves.

Mission

PROVIDE SUPPORT FOR THE RESIDENTS AND RECOGNITION FOR THE ACCOMPLISHMENTS OF THE NURSING STAFF OF WESLEY VILLAGE

Program Service Accomplishments

Program 1

Expenses: $663,446

GRANTS MADE TO WESLEY VILLAGE LONG TERM CARE FACILITY IN LUZERNE COUNTY, PA FOR RECOGNITION OF THE NURSING STAFF AND SUPPORT OF THE 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $717,462

Other Revenue $0

TOTAL REVENUE $717,462

Expense Breakdown

Grants Paid $641,640

Salaries & Benefits $109,027

Fundraising Expenses $0

Program Expenses $663,446

Other Expenses $3,923

TOTAL EXPENSES $754,590

Year-over-Year Comparison

	2024	2023	Change
Revenue	$717,462	$1,491,930	-0.5%
Expenses	$754,590	$1,263,174	-0.4%
Net Income	$-37,128	$228,756	-1.2%

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
SHARRON LEWIS	CO-TRUSTEE	1.0	Director	$0	$0	$0
JOHN CROUNSE	CO-TRUSTEE	1.0	Director	$0	$0	$0
PHILIP REID	CO-TRUSTEE	1.0	Director	$0	$0	$0
SHARON J BERG	CO-TRUSTEE	1.0	Director	$0	$0	$0
JOHN E MORRIS III ESQUIRE	TRUSTEE	1.0	Director	$0	$0	$0
PNC BANK N A	CO-TRUSTEE	22.0		$109,027	$0	$109,027

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	$717,462	$754,590	$10,988,179	$-37,128
2023	$1,491,930	$1,263,174	$11,027,430	$228,756
2022	$568,655	$1,225,204	$10,801,879	$-656,549
2021	$942,821	$1,130,882	$11,452,090	$-188,061
2020	$447,990	$1,094,010	$11,643,748	$-646,020
2019	$1,065,519	$784,300	$12,293,776	$281,219
2018	$1,310,915	$718,793	$12,010,896	$592,122