THE VI AND MILTON WEINSTEIN HOSPICE INC (EIN 582483753) - 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

1999

Legal Domicile

Principal Officer

JEFFREY GOPEN

Phone

4043518410

Tax Period

2023-07-01 to 2024-06-30

THE VI AND MILTON WEINSTEIN HOSPICE INC, founded in 1999, is a community nonprofit in the Human Services sector that reported $3.4M in total revenue in fiscal year 2023. Expenses of $3.0M left a modest 12% surplus.

Mission

TO PROVIDE SERVICES AND CARE TO PATIENTS WITH END-OF-LIFE NEEDS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $266,069

Program Service Revenue $3,158,714

Investment Income $2,056

Other Revenue $0

TOTAL REVENUE $3,426,839

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,807,044

Fundraising Expenses $0

Program Expenses $2,351,339

Other Expenses $1,219,352

TOTAL EXPENSES $3,026,396

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,426,839	$3,432,099	0.0%
Expenses	$3,026,396	$3,012,862	+0.0%
Net Income	$400,443	$419,237	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

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

$913,839

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY GOPEN	CEO AND PRESIDENT	12.00	Officer	$0	$20,212	$433,968
NEELAM RAHATEKAR	CFO AND COO	12.00	Officer	$0	$20,212	$361,175
CHERYL JOHNSON	EXECUTIVE DIRECTOR	40.00	Officer	$108,384	$10,312	$118,696
ASHLEY BOWMAN	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0
JEFF BERMAN	BOARD CHAIR	0.50	Officer Director	$0	$0	$0
CANDY BERMAN	VICE BOARD CHAIR	0.50	Officer Director	$0	$0	$0
RANDY KORACH	SECRETARY	0.50	Officer Director	$0	$0	$0
IRWIN SIEGEL	CHAIRPERSON OF RESOURCE DEV	0.50	Director	$0	$0	$0
HERMAN SCHWARZ	CHAIRPERSON OF QUALITY/RISK	0.50	Director	$0	$0	$0
SUSAN REISNER	CHAIRPERSON OF GOVERNANCE	0.50	Director	$0	$0	$0
DAVID HERSKOVITS	CHAIRPERSON OF FINANCE/AUDIT	0.50	Director	$0	$0	$0
MICHAEL AXELROD	IMMEDIATE PAST BOARD CHAIR	0.50	Director	$0	$0	$0
JEFF BRICKMAN	DIRECTOR	0.50	Director	$0	$0	$0
JOHN PERLMAN	DIRECTOR	0.50	Director	$0	$0	$0
JUDY STOLOVITZ	DIRECTOR	0.50	Director	$0	$0	$0
NANCY CANTER WEINER	DIRECTOR	0.50	Director	$0	$0	$0
JAMES SIMONS	CHAIR APPOINTEE	0.50	Director	$0	$0	$0
DEBORAH MASLIA	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD BRESSLER	DIRECTOR	0.50	Director	$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
2025	No data	No data	No data	No data
2024	$3,426,839	$3,026,396	$5,818,043	$400,443
2023	$3,432,099	$3,012,862	$5,528,368	$419,237
2022	$4,803,747	$3,067,914	$4,854,520	$1,735,833
2021	$3,489,506	$3,151,684	$3,437,907	$337,822
2020	$4,165,902	$3,348,575	$3,168,100	$817,327
2019	$3,894,036	$3,016,367	$2,019,659	$877,669
2018	$3,625,564	$3,155,637	$1,051,393	$469,927

THE VI AND MILTON WEINSTEIN HOSPICE INC