PHILADELPHIA PRESBYTERY HOMES WC TRUST (EIN 237816031) - 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

1997

Legal Domicile

Principal Officer

JENNIFER S KAPPEN

Phone

4845307860

Tax Period

2018-01-01 to 2018-12-31

Mission

PAYMENT OF WORKERS COMP BENEFITS AND ASSOCIATED CLAIMS. THE ORGANIZATION IS CURRENTLY INACTIVE.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2018	2017	Change
Revenue	N/A	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	$0	N/A

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

$1,179,949

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN GRIFFITH	CHAIR	0.10	Officer Director	$0	$0	$0
REV RANDY L BARGE	BOARD MEMBER	0.10	Director	$0	$0	$0
HARRY G DITTMANN	BOARD MEMBER	0.10	Director	$0	$0	$0
BRIAN DUKE	BOARD MEMBER	0.10	Director	$0	$0	$0
MARILYN DYSON	BOARD MEMBER	0.10	Director	$0	$0	$0
JOAN E GIBSON	BOARD MEMBER (RES. NOV. 2018)	0.10	Director	$0	$0	$0
FRANCIS E MALONEY	BOARD MEMBER	0.10	Director	$0	$0	$0
KENNETH MCKEOWN	BOARD MEMBER	0.10	Director	$0	$0	$0
REV NANCY E MUTH	BOARD MEMBER	0.10	Director	$0	$0	$0
G ROBERT OVERHISER JR	BOARD MEMBER	0.10	Director	$0	$0	$0
DYANN PAOLINE	BOARD MEMBER	0.10	Director	$0	$0	$0
WILLIAM G YOUNG JR	BOARD MEMBER	0.10	Director	$0	$0	$0
JUDEE M BAVARIA	PRESIDENT & CEO	0.50	Officer	$0	$20,220	$482,243
TAMA CAREY	EXECUTIVE VP & COO/SECRETARY	0.50	Officer	$0	$14,586	$302,296
JENNIFER S KAPPEN	EXEC. VP/CFO/TREASURER	0.50	Officer	$0	$24,439	$322,283
KRYSTEN SMITH	ASSISTANT SECRETARY	0.50	Officer	$0	$16,982	$73,127

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
2018	No data	No data	No data	No data

PHILADELPHIA PRESBYTERY HOMES WC TRUST