PHILADELPHIA LODGE NO 5 FRATERNAL ORDER OF POLICE RETIREE HEALTH (EIN 237747959) - 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

1998

Legal Domicile

Principal Officer

ALAN KUCHLER

Phone

2156293600

Tax Period

2024-07-01 to 2025-06-30

PHILADELPHIA LODGE NO 5 FRATERNAL ORDER OF POLICE RETIREE HEALTH, founded in 1998, is a community nonprofit that reported $4.6M in total revenue in fiscal year 2024. Expenses of $5.3M exceeded revenue, resulting in a 17% operating deficit.

Mission

TO DISTRIBUTE A REIMBURSEMENT FOR HEALTH, LEGAL AND LIFE INSUBANCE COSTS TO RETIRED MEMBERS OF THE POLICE DEPARTMENT. THE FUNDS ARE PROVIDED BY CONTRACT WITH THE CITY OF PHILADELPHIA.

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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 $4,525,000

Investment Income $35,364

Other Revenue $0

TOTAL REVENUE $4,560,364

Expense Breakdown

Grants Paid $0

Salaries & Benefits $687,598

Fundraising Expenses $0

Program Expenses $4,436,025

Other Expenses $223,035

TOTAL EXPENSES $5,346,658

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,560,364	$4,584,896	0.0%
Expenses	$5,346,658	$2,690,912	+1.0%
Net Income	$-786,294	$1,893,984	-1.4%

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

$139,530

Total Directors

$242,248

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN KUCHLER	CO-CHAIR	40.00	Officer Director	$48,950	$0	$48,950
MICHAEL SHELLENBERGER	CO-CHAIR	40.00	Officer Director	$90,180	$0	$90,180
PETE KING	COMMITTEE ME	1.00	Director	$175	$0	$175
BILL LYNCH	COMMITTEE ME	1.00	Director	$175	$0	$175
JOSEPH SCHRANK	COMMITTEE ME	1.00	Director	$175	$0	$175
JOHN RUANE	COMMITTEE ME	1.00	Director	$9,378	$0	$9,378
PATRICK AGNEW	SECRETARY	1.00	Officer Director	$225	$0	$225
SANTO BOCCHINFUSO	COMMITTEE ME	1.00	Director	$175	$0	$175
JAMES BOONE	COMMITTEE ME	1.00	Director	$175	$0	$175
CHARLES ESPOSITO	COMMITTEE ME	1.00	Director	$175	$0	$175
ROBERT KANE	COMMITTEE ME	1.00	Director	$175	$0	$175
EDWARD KELLEHER	COMMITTEE ME	1.00	Director	$175	$0	$175
HARRY MARNIE	COMMITTEE ME	1.00	Director	$175	$0	$175
JOHN MCKERNAN	TREASURER	1.00	Officer Director	$175	$0	$175
CAROL REILLY	COMMITTEE ME	1.00	Director	$175	$0	$175
JAMES WHEELER	COMMITTEE ME	1.00	Director	$175	$0	$175
EVELYN WINSLOW	COMMITTEE ME	1.00	Director	$175	$0	$175
JOHN MC GRODY	ATTORNEY-PEN	40.00	Director	$91,240	$0	$91,240

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	$4,560,364	$5,346,658	$1,060,584	$-786,294
2024	$4,584,896	$2,690,912	$6,573,878	$1,893,984
2023	$4,541,150	$6,807,898	$5,366,199	$-2,266,748
2022	$4,544,989	$4,337,490	$7,628,447	$207,499
2021	$4,520,455	$2,897,779	$2,895,948	$1,622,676
2020	$4,517,919	$5,157,311	$5,773,272	$-639,392
2019	$4,521,719	$4,333,083	$6,429,663	$188,636

PHILADELPHIA LODGE NO 5 FRATERNAL ORDER OF POLICE RETIREE HEALTH