COMMUNITY WELFARE COUNCIL OF NEWTO… - Form 990 Financial Data

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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

1953

Legal Domicile

Principal Officer

DAVID WOODHEAD

Phone

2159683878

Tax Period

2024-07-01 to 2025-06-30

COMMUNITY WELFARE COUNCIL OF NEWTOWN INC, founded in 1953, is a mid-sized nonprofit that reported $13.0M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $14.3M exceeded revenue, resulting in a 10% operating deficit.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE SENIOR LIVING OPTIONS TO ALL LEVELS OF LIVING ARRANGEMENTS IN A SMALL, HOMEY ENVIRONMENT.

Program Service Accomplishments

Program 1

Expenses: $12,089,578 Revenue: $12,738,466

THE ORGANIZATION PROVIDES ALL LEVEL OF LIVING ARRANGEMENT TO SENIORS IN THE BUCKS COUNTY AREA. THE CAMPUS HAS SKILLED NURSING CARE FOR 47 PATIENTS, PERSONAL CARE UNITS FOR 15 PATIENTS AND MEMORY CARE FOR 21 PATIENTS. AN INDEPENDENT LIVING FACILITY WITH 24 APARTMENTS AND 10 COTTAGES PROVIDING ASSISTANCE FOR RESIDENTS IF NEEDED, ARE AVAILABLE. AT PICKERING, YOU WILL FIND A WARM, FRIENDLY ENVIRONMENT FILLED WITH SMILES, HUGS, STORIES, AND LAUGHTER. MANY OF OUR EMPLOYEES HAVE BEEN WITH US FOR YEARS, CREATING A FAMILIAR, HOME-LIKE ATMOSPHERE.WE MAY NOT BE AS LARGE AS OTHER FACILITIES, BUT THAT'S AN ADVANTAGE BECAUSE THE FOCUS IS ALWAYS ON YOU AT PICKERING. OUR INTIMATE SIZE ALLOWS US TO TRULY DELIVER PERSONAL CARE AND SERVICE.

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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 $115,754

Program Service Revenue $12,738,466

Investment Income $-21,976

Other Revenue $139,880

TOTAL REVENUE $12,972,124

Expense Breakdown

Grants Paid $2,500

Salaries & Benefits $8,378,000

Fundraising Expenses $105,490

Program Expenses $12,089,578

Other Expenses $5,938,761

TOTAL EXPENSES $14,319,261

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,972,124	$12,001,483	+0.1%
Expenses	$14,319,261	$13,274,729	+0.1%
Net Income	$-1,347,137	$-1,273,246	+0.1%

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

347

Volunteers

110

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

$155,479

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN PARRY	PRESIDENT	2.00	Officer Director	$0	$0	$0
WARREN DALLAS	1ST VICE PRESIDENT & TREASURER	2.00	Officer Director	$0	$0	$0
THOMAS J WALSH III	2ND VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
BETTY FIDLER	SECRETARY	2.00	Officer Director	$0	$0	$0
ALLI CURRO	RECORDING SECRETARY	2.00	Officer Director	$0	$0	$0
MARY CALLAHAN	BOARD MEMBER	2.00	Director	$0	$0	$0
GENO PERUZZI	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN CALLAHAN	BOARD MEMBER	2.00	Director	$0	$0	$0
FRANK B FABIAN	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID CALLAHAN	BOARD MEMBER	2.00	Director	$0	$0	$0
ANDY SMITH	BOARD MEMBER	2.00	Director	$0	$0	$0
BRUCE WHITE	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN DUGGAN	BOARD MEMBER	2.00	Director	$0	$0	$0
HEIDI ADAMS	BOARD MEMBER	2.00	Director	$0	$0	$0
TAMMY BLANCATO	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES MERSHON	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID WOODHEAD	CEO	40.00	Officer	$151,682	$3,797	$155,479
TERRY ZIEGLER	ADMINISTRATOR	40.00	Highest	$126,073	$3,175	$129,248

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	$12,972,124	$14,319,261	$38,548,874	$-1,347,137
2024	$12,001,483	$13,274,729	$39,391,917	$-1,273,246
2023	$10,518,980	$11,907,875	$40,035,963	$-1,388,895
2022	$9,118,452	$10,387,084	$40,200,098	$-1,268,632
2021	$6,318,535	$8,658,462	$42,977,392	$-2,339,927
2020	$8,714,575	$8,572,478	$40,311,651	$142,097
2019	$9,816,306	$8,265,908	$34,291,517	$1,550,398

COMMUNITY WELFARE COUNCIL OF NEWTOWN INC