MIDPENN LEGAL SERVICES (EIN 237101191) - 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

1969

Legal Domicile

Principal Officer

RHODIA THOMAS

Phone

7172340492

Tax Period

2024-07-01 to 2025-06-30

MIDPENN LEGAL SERVICES, founded in 1969, is a mid-sized nonprofit in the Crime & Legal sector that reported $14.0M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $13.2M left a modest 5% surplus.

Mission

PROVIDE CIVIL LEGAL SERVICES TO LOW-INCOME RESIDENTS & SURVIVORS OF DOMESTIC VIOLENCE.

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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 $13,413,937

Program Service Revenue $0

Investment Income $435,210

Other Revenue $107,438

TOTAL REVENUE $13,956,585

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,610,009

Fundraising Expenses $6,314

Program Expenses $11,291,496

Other Expenses $1,598,996

TOTAL EXPENSES $13,209,005

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,956,585	$12,640,175	+0.1%
Expenses	$13,209,005	$12,064,821	+0.1%
Net Income	$747,580	$575,354	+0.3%

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

113

Volunteers

790

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

$864,732

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
IAN EHRGOOD ESQ	PRESIDENT	2.00	Officer Director	$0	$0	$0
SHEILA O'ROURKE ESQ	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DEBRA A SMITH ESQ	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
JERRY A PHILPOTT ESQ	TREASURER	2.00	Officer Director	$0	$0	$0
CRYSTAL ROAN	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHAEL J PYKOSH ESQ	DIRECTOR	2.00	Director	$0	$0	$0
SUZANNE TRINH ESQ	DIRECTOR	2.00	Director	$0	$0	$0
NATALIE ALEXANDER ESQ	DIRECTOR	2.00	Director	$0	$0	$0
LURNETTA YOUNG-HOLLINS	DIRECTOR	2.00	Director	$0	$0	$0
JOHN R WILSON ESQ	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER TRAYLOR	DIRECTOR	2.00	Director	$0	$0	$0
JUSTINE BOATWRIGHT	DIRECTOR	2.00	Director	$0	$0	$0
WILLIE ROSS JR	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN BARDO ESQ	DIRECTOR	2.00	Director	$0	$0	$0
PROF NICHOLAS KAHN-FOGEL ESQ	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW F FICK ESQ	DIRECTOR	2.00	Director	$0	$0	$0
JOY BURTON	DIRECTOR	2.00	Director	$0	$0	$0
ETHAN WILT ESQ END OCT 2024	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH TRUNTZ	DIRECTOR OF FINANCE	45.00	Officer	$137,861	$36,534	$174,395
RHODIA THOMAS ESQ	EXECUTIVE DIRECTOR	39.00	Officer	$187,550	$25,442	$212,992
CARRIE BOWMASTER ESQ	DEPUTY DIRECTOR FOR OPERAT	35.00	Officer	$126,491	$22,126	$148,617
LAURIE BAUGHMAN ESQ	DEPUTY DIRECTOR FOR LEGAL	35.00	Officer	$131,761	$22,282	$154,043
VALERIE WEST ESQ	DIRECTOR OF CONTRACT COMPL	36.00	Officer	$135,022	$39,663	$174,685

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	$13,956,585	$13,209,005	$16,985,288	$747,580
2024	$12,640,175	$12,064,821	$15,377,529	$575,354
2023	$11,230,224	$10,501,349	$15,180,246	$728,875
2022	$10,083,039	$9,230,269	$12,492,160	$852,770
2021	$10,248,714	$9,406,023	$11,901,865	$842,691
2020	$8,736,795	$8,879,747	$11,156,294	$-142,952
2019	$9,203,194	$8,290,999	$7,600,706	$912,195

MIDPENN LEGAL SERVICES