EPWORTH VILLAGE INC D/B/A EPWORTH FAMILY RESOURCES (EIN 470378994) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

MARGARET DONOVAN

Phone

4023623353

Tax Period

2024-01-01 to 2024-12-31

EPWORTH VILLAGE INC D/B/A EPWORTH FAMILY RESOURCES, founded in 1969, is a community nonprofit in the Human Services sector that reported $1.7M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Net assets of $8.9M represent 62 months of operating reserves.

Mission

HELP FAMILIES HAVE A CLEAR PATHWAY TO RESOURCES NEEDED TO LEAD HEALTHIER, MORE HOPEFUL LIVES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $436,081

Program Service Revenue $1,288,453

Investment Income $481

Other Revenue $8,652

TOTAL REVENUE $1,733,667

Expense Breakdown

Grants Paid $0

Salaries & Benefits $997,669

Fundraising Expenses $130,547

Program Expenses $1,486,124

Other Expenses $787,374

TOTAL EXPENSES $1,785,043

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,733,667	$1,852,589	-0.1%
Expenses	$1,785,043	$1,766,330	+0.0%
Net Income	$-51,376	$86,259	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$101,695

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REV LANCE CLAY	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOCELYN WALLASKY	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
TRUDY HANKE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RICHARD MCDOUGALL	TREASURER	1.00	Officer Director	$0	$0	$0
JOYCE SOLOMON	SECRETARY	1.00	Officer Director	$0	$0	$0
LOUISE NIEMANN	MEMBER	1.00	Director	$0	$0	$0
MARILYN ZEHRING	MEMBER (UNTIL OCT)	1.00	Director	$0	$0	$0
TODD SEIFERT	MEMBER	1.00	Director	$0	$0	$0
CHARLES MURITHI	MEMBER	1.00	Director	$0	$0	$0
ANN CERVENY	MEMBER	1.00	Director	$0	$0	$0
ROBERTA COOL	MEMBER	1.00	Director	$0	$0	$0
KAPUNDU KALABA	MEMBER	1.00	Director	$0	$0	$0
JACKIE POPE	MEMBER	1.00	Director	$0	$0	$0
MARY ELLEN KILMER	MEMBER (STARTED SEP)	1.00	Director	$0	$0	$0
JENELLE ERB	MEMBER (STARTED SEP)	1.00	Director	$0	$0	$0
MARGARET DONOVAN	CEO	40.00	Officer	$86,775	$14,920	$101,695

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	$1,733,667	$1,785,043	$9,426,610	$-51,376
2023	$1,852,589	$1,766,330	$9,238,665	$86,259
2022	$1,172,129	$1,580,543	$7,320,752	$-408,414
2021	$2,099,309	$1,264,798	$8,891,766	$834,511
2020	$1,048,781	$1,258,822	$7,868,297	$-210,041
2019	$817,456	$1,301,218	$6,979,760	$-483,762
2018	$1,628,437	$1,482,984	$6,507,095	$145,453

EPWORTH VILLAGE INC D/B/A EPWORTH FAMILY RESOURCES