UPMC Muncy (EIN 240806023) - 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

1922

Legal Domicile

Principal Officer

STEVEN JOHNSON

Phone

4126472345

Tax Period

2019-07-01 to 2020-06-30

UPMC Muncy, founded in 1922, is a mid-sized nonprofit in the Health Care sector that reported $63.8M in total revenue in fiscal year 2019. The organization ran a surplus of $9.7M, a strong 15% operating margin.

Mission

Muncy Valley Hospital is a 20 bed, critical access hospital, primarily serving Lycoming and surrounding counties. Muncy Valley Hospital provides a full range of outpatient and emergency services as well as 138 Long Term Care beds.

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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 (2019)

Revenue Breakdown

Contributions & Grants $3,737,046

Program Service Revenue $60,064,754

Investment Income $1,000

Other Revenue $0

TOTAL REVENUE $63,802,800

Expense Breakdown

Grants Paid $7,092

Salaries & Benefits $22,460,125

Fundraising Expenses $0

Program Expenses $43,254,109

Other Expenses $31,589,624

TOTAL EXPENSES $54,056,841

Year-over-Year Comparison

	2019	2018	Change
Revenue	$63,802,800	$59,959,776	+0.1%
Expenses	$54,056,841	$52,653,074	+0.0%
Net Income	$9,745,959	$7,306,702	+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

429

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

$1,129,071

Total Directors

$2,951,925

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steven P Johnson	President & Board Secretary	1.0	Officer Director	$0	$132,719	$1,129,071
David Lopatofsky MD	Director	1.0	Director	$0	$106,382	$781,505
Daniel Glunk MD	Director	1.0	Director	$0	$31,692	$396,471
Steven Hawley DPM	Director	1.0	Director	$0	$52,156	$361,636
Patricia Jackson-Gehris	Director	1.0	Director	$0	$28,332	$283,242
Christine A Ballard	VP, Operations	40.0	Highest	$144,925	$225	$145,150
Katherine N Lubold	Professional Staff Nurse	40.0	Highest	$124,746	$17,056	$141,802
Elizabeth R Double	Professional Staff Nurse	40.0	Highest	$108,063	$25,615	$133,678
Stephanie Cofer	Director Nursing Home Admin	40.0	Highest	$112,972	$10,459	$123,431
Sharon R Adams	Unit Director	40.0	Highest	$108,453	$10,703	$119,156
Aubrey Alexander	Director	1.0	Director	$0	$0	$0
Mark Beyer DO	Director	1.0	Director	$0	$0	$0
Robert Glunk	Director	1.0	Director	$0	$0	$0
Sister Teresa Ann Jacobs	Board Chair	1.0	Officer Director	$0	$0	$0
Roger Jarrett	Director	1.0	Director	$0	$0	$0
Christopher Stockhausen	Treasurer/CFO	1.0	Officer Director	$0	$0	$0
Peter Trevouledes MD	Director	1.0	Director	$0	$0	$0
Donald Owrey	President/COO	1.0	Officer	$0	$0	$0

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
2020	$63,802,800	$54,056,841	$38,568,036	$9,745,959
2019	$59,959,776	$52,653,074	$40,459,115	$7,306,702

UPMC Muncy