Boyertown Area Multi-service Inc
Nonprofit profile at a glance
- EIN
- 237289405
- IRS 990 coverage
- 2014–2024
- Forms available
- Form 990 2024
- Location
- Boyertown, PA, USA
- Phone
- 6103676957
- Rating
- 86
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $2,656,150
- Expenses
- $2,781,333
- Assets
- $2,983,040
- Liabilities
- $86,399
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
14 people listed
Executive titles in this filing
- MATTHEW HOVEY (1ST VICE PRESIDENT)
- MARILEE CASSIDY (PRESIDENT)
- LUCIE BERGEYOVA (2ND VICE PRESIDENT)
- JOCELYN CHARLES (EXECUTIVE DIRECTOR)
Highest reported compensation
- JOCELYN CHARLES (EXECUTIVE DIRECTOR): $96,854 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The mission of the boyertown area multi-service, inc is to provide resources and services to meet unfilled human and community needs in the greater boyertown area.
What it reported doing in 2024
Case management is a resource for the community focused on assisting with the difficulties faced by individuals and families. Case managers provide assistance through internal services, programs, activities, and referrals for external resources. Some of the services provided internally include rental/mortgage assistance, energy assistance program, work force development, meals on wheels, and preston's food pantry.
Operating model
- Revenue model
- Donor-supported. 66% of the money available for current operations came from contributions and gifts.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 64% for direct work, and 36% for grants.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 84
- Transparency & Controls: 90
- Accountability: 90
- Sustainability: 38
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 89.7%; rating input score 90
- Program expense ratio: 85.5%; rating input score 86
- Fundraising efficiency: $13.19 raised per $1 spent on fundraising; rating input score 47; 47th percentile among comparable filings
Transparency & Controls
- Consistency checks: 94.4%; rating input score 94; 24th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 6 of 8 controls in place; rating input score 75
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Fail
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Fail
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -4.7%; rating input score 21; 21st percentile among comparable filings
- Total-asset coverage ratio: 1.07; rating input score 39; 39th percentile among comparable filings
- Liabilities to assets ratio: 0.03; rating input score 77; 77th percentile among comparable filings
- Officer compensation ratio: 3.5%; rating input score 65; 65th percentile among comparable filings
Growth
- Program expense growth: 10.4% per year; rating input score 100; 65th percentile among comparable filings
- Revenue growth: 8.6% per year; rating input score 100; 63rd percentile among comparable filings
- Asset growth: 1.7% per year; rating input score 100; 18th percentile among comparable filings
Details
- Where the money goes: 89.7% of revenue deployed · 85.5% of spending went to programs
- Governance: 13 of 13 board members independent · 6 of 8 filing controls reported
- Programs: 3 filed program accomplishments · $2.4M in reported program spending
- Leadership: top reported pay $97K · 14 people listed
- Consistency: 35 of 36 current checks pass · 1 finding to review
- Schedules: 7 filed schedules · includes major donors and grants
- Filing history: 10 filing years from 2014 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Fundraising efficiency scored 47/100.
- Review — Accountability: Governance controls: 2 of 8 not reported.
- High — Sustainability: Operating margin scored 21/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 39/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.