THE WESBURY FOUNDATION (EIN 251778886) - 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

1996

Legal Domicile

Principal Officer

BRIAN NAGEOTTE

Phone

8143329000

Tax Period

2024-01-01 to 2024-12-31

THE WESBURY FOUNDATION, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $850K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $318K, a strong 37% operating margin.

Mission

TO PROVIDE SUPPORTIVE SERVICES EXCLUSIVELY FOR THE BENEFIT OF WESBURY: A UNITED METHODIST RETIREMENT COMMUNITY, A PENNSYLVANIA NONPROFIT CORPORATION WITHIN THE MEANING OF 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND OF FURTHERING WESBURY'S LONG-TERM GOALS AND PROGRAMS RELATING TO THE GENERAL HEALTH AND WELL-BEING OF THE AGING THROUGH A COMMON RELIGIOUS HERITAGE.

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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 $407,616

Program Service Revenue $73,200

Investment Income $252,344

Other Revenue $116,680

TOTAL REVENUE $849,840

Expense Breakdown

Grants Paid $0

Salaries & Benefits $198,534

Fundraising Expenses $0

Program Expenses $489,500

Other Expenses $333,281

TOTAL EXPENSES $531,815

Year-over-Year Comparison

	2024	2023	Change
Revenue	$849,840	$786,793	+0.1%
Expenses	$531,815	$463,923	+0.1%
Net Income	$318,025	$322,870	0.0%

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

$473,068

Total Directors

$327,954

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LANCE A JOHNSON	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
ROBERT S WAID	SECRETARY / TREASURER	1.00	Officer Director	$0	$0	$0
JOLENE TUBBS	SUNSET AUXILIARY PRESIDENT	1.00	Officer Director	$0	$0	$0
DEBRA SPENCE	VICE CHAIRPERSON	1.00	Director	$0	$0	$0
BRIAN NAGEOTTE	PRESIDENT/CEO	1.00	Officer Director	$0	$10,380	$327,954
MARK WEINDORF	ASSISTANT SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
LISA MADDY	CFO	1.00	Officer	$0	$11,685	$145,114
SHEILA BUNDY	DIRECTOR OF HEALTHCARE AND	1.00	Highest	$0	$8,393	$149,995
ALISHIA STEVENSON	VP OF COMPLIANCE, RISK AND	1.00	Highest	$0	$9,340	$154,065
LAWRENCE MARSTELLER	ADMINISTRATOR - AL/IL	1.00	Highest	$0	$8,184	$116,816
DEAN YORK	VP OF HUMAN RESOURCES	1.00	Highest	$0	$7,503	$119,434
RICK SLAGLE	DIRECTOR OF INFORMATION TECHNOLOGY	1.00	Highest	$0	$9,875	$111,452

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	$849,840	$531,815	$19,283,706	$318,025
2023	$786,793	$463,923	$18,560,240	$322,870
2022	$1,441,089	$429,275	$16,519,050	$1,011,814
2021	$962,065	$419,599	$12,451,547	$542,466
2020	$706,745	$440,977	$11,654,723	$265,768
2019	$748,492	$434,885	$10,794,570	$313,607
2018	$1,068,733	$516,706	$9,849,378	$552,027

THE WESBURY FOUNDATION