BOYERTOWN AREA MULTI-SERVICE INC

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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

1973

Legal Domicile

Principal Officer

D SCOTT DETAR

Phone

6103676957

Tax Period

2024-01-01 to 2024-12-31

BOYERTOWN AREA MULTI-SERVICE INC, founded in 1973, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum.

Mission

THE MISSION OF THE BOYERTOWN AREA MULTI-SERVICE, INC IS TO PROVIDE RESOURCES AND SERVICES TO MEET UNFILLED HUMAN AND COMMUNITY NEEDS IN THE GREATER BOYERTOWN AREA.

Program Service Accomplishments

Program 1

Expenses: $1,393,808 Revenue: $242,054

CASE MANAGEMENT IS A RESOURCE FOR THE COMMUNITY FOCUSED ON ASSISTING WITH THE DIFFICULTIES FACED BY INDIVIDUALS AND FAMILIES. CASE MANAGERS PROVIDE ASSISTANCE THROUGH INTERNAL SERVICES, PROGRAMS...

CASE MANAGEMENT IS A RESOURCE FOR THE COMMUNITY FOCUSED ON ASSISTING WITH THE DIFFICULTIES FACED BY INDIVIDUALS AND FAMILIES. CASE MANAGERS PROVIDE ASSISTANCE THROUGH INTERNAL SERVICES, PROGRAMS, ACTIVITIES, AND REFERRALS FOR EXTERNAL RESOURCES. SOME OF THE SERVICES PROVIDED INTERNALLY INCLUDE RENTAL/MORTGAGE ASSISTANCE, ENERGY ASSISTANCE PROGRAM, WORK FORCE DEVELOPMENT, MEALS ON WHEELS, AND PRESTON'S FOOD PANTRY.

Program 2

Expenses: $728,456 Revenue: $505,068

THE CENTER AT SPRING STREET PROVIDES ADULTS 55 YEARS OF AGE AND OLDER WITH OPPORTUNITIES TO SOCIALIZE, MEET NEW PEOPLE AND CATCH UP WITH OLD FRIENDS, ENJOY A DELICIOUS, NUTRITIOUS HOT MEAL, ALONG...

THE CENTER AT SPRING STREET PROVIDES ADULTS 55 YEARS OF AGE AND OLDER WITH OPPORTUNITIES TO SOCIALIZE, MEET NEW PEOPLE AND CATCH UP WITH OLD FRIENDS, ENJOY A DELICIOUS, NUTRITIOUS HOT MEAL, ALONG WITH A VARIETY OF RECREATIONAL, EDUCATIONAL, AND HEALTH AND WELLNESS PROGRAMS AND ACTIVITIES.

Program 3

Expenses: $256,273 Revenue: $53,229

THE RICHARD J. RICKETTS CENTER IS A HUB OF ATHLETIC, EDUCATIONAL, RECREATIONAL, AND WELLNESS ACTIVITIES FOCUSING ON YOUTH PROGRAMMING AND ENGAGEMENT FOR THE POTTSTOWN COMMUNITY.

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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 $1,781,462

Program Service Revenue $800,351

Investment Income $45,560

Other Revenue $28,777

TOTAL REVENUE $2,656,150

Expense Breakdown

Grants Paid $867,719

Salaries & Benefits $1,203,499

Fundraising Expenses $135,020

Program Expenses $2,378,537

Other Expenses $710,115

TOTAL EXPENSES $2,781,333

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,656,150	$1,961,083	+0.4%
Expenses	$2,781,333	$2,608,238	+0.1%
Net Income	$-125,183	$-647,155	-0.8%

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

Volunteers

372

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

$96,854

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW HOVEY	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JACK LIGNELLI	BOARD MEMBER	0.25	Director	$0	$0	$0
MARILEE CASSIDY	PRESIDENT	3.00	Officer Director	$0	$0	$0
THOMAS BLOCHER	BOARD MEMBER	0.25	Director	$0	$0	$0
ANITA WHITE-GILLYARD	SECRETARY	1.00	Officer Director	$0	$0	$0
RAGESH PATEL	BOARD MEMBER	0.25	Director	$0	$0	$0
SCOTT YESCAVAGE	TREASURER	1.00	Officer Director	$0	$0	$0
LINDA MANWILLER	BOARD MEMBER	0.25	Director	$0	$0	$0
TODD ALDERFER	BOARD MEMBER	0.25	Director	$0	$0	$0
LUCIE BERGEYOVA	2ND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SCOTT STAUB	BOARD MEMBER	0.25	Director	$0	$0	$0
ROBIN KERTIS	BOARD MEMBER	0.25	Director	$0	$0	$0
AL LETCHAK	BOARD MEMBER	0.25	Director	$0	$0	$0
JOCELYN CHARLES	EXECUTIVE DIRECTOR	40.00	Officer	$90,150	$6,704	$96,854

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	$2,656,150	$2,781,333	$2,983,040	$-125,183
2023	$1,961,083	$2,608,238	$3,075,383	$-647,155
2022	$2,288,314	$2,411,799	$3,690,084	$-123,485
2021	$2,557,304	$2,372,757	$3,915,083	$184,547
2020	$2,726,692	$2,221,949	$3,791,555	$504,743
2019	$1,369,616	$1,476,327	$2,740,213	$-106,711
2018	$1,262,160	$1,371,001	$2,782,821	$-108,841