PENN TREATY PLUS INC

EIN: 815468681

CARMEL, IN

Total Revenue
$318,326
Total Expenses
$67,638
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Legal Domicile
PA
Principal Officer
EDWARD J CONWAY
Phone
6109652222
Tax Period
2025-01-01 to 2025-12-31

PENN TREATY PLUS INC is a small nonprofit that reported $318K in total revenue in fiscal year 2025. Revenue surged 537% from the prior year, signaling strong growth momentum. The organization ran a surplus of $251K, a strong 79% operating margin.

Mission

PENN TREATY PLUS IS ORGANIZED TO PROMOTE SOCIAL WELFARE BY (I) PROVIDING LONG TERM CARE AND OTHER HEALTH CARE BENEFITS TO A BROAD GROUP OF INDIVIDUALS CONSISTING OF CURRENT OR FORMER POLICYHOLDERS OF PENN TREATY NETWORK AMERICA INSURANCE COMPANY AND AMERICAN NETWORK INSURANCE COMPANY, EACH A PENNSYLVANIA DOMICILED INSURANCE COMPANY (COLLECTIVELY THE "COMPANIES") WHOSE POLICIES HAVE BEEN OR WILL BE CANCELLED PURSUANT TO THE COMPANIES' RECEIVERSHIPS (THE "POLICYHOLDERS"), AND AS A RESULT OF SUCH CANCELLATION, THE POLICYHOLDERS WILL BE LEFT WITHOUT THE FULL SCOPE OF THE BENEFITS THAT WOULD HAVE BEEN PROVIDED UNDER THEIR POLICIES TO THE EXTENT THEIR BENEFITS WILL NOT BE COVERED BY A STATE'S GUARANTY ASSOCIATION, I.E. UNCOVERED BENEFITS AND (II) POTENTIALLY SERVING AS THE GRANTOR OF A GRANTOR TRUST ESTABLISHED WITH ASSETS FROM THE COMPANIES TO COVER EXPENSES AND CONTINGENCIES TO BE INCURRED IN WINDING DOWN AND ULTIMATELY DISSOLVING THE COMPANIES AND DISTRIBUTING ANY REMAINING ASSETS.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $318,326
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $318,326

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $67,638
TOTAL EXPENSES $67,638

Year-over-Year Comparison

2025 2024 Change
Revenue $318,326 $50,000 +5.4%
Expenses $67,638 $940 +71.0%
Net Income $250,688 $49,060 +4.1%
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

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Liquidity & Cash Position

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

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Governance

Voting Members
3
Independent Members
N/A
Employees
N/A
Volunteers
N/A

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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT L ROBINSON PRESIDENT 2.00
Officer
$0 $0 $0
JANE M BAGLEY SECRETARY 2.00
Officer
$0 $0 $0
CONWAY EDWARD TREASURER 2.00
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
2025 $318,326 $67,638 No data $250,688
2024 $50,000 $940 $49,799 $49,060
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