CARINGPLACE OF THE SHOALS INC (EIN 260715442) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

OLLIE COPPER

Phone

2562753800

Tax Period

2024-07-01 to 2025-06-30

WESTMINSTERS INTERFAITH CARING PLACE INC, founded in 2007, is a micro nonprofit in the Human Services sector that reported $66K in total revenue in fiscal year 2018. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $19K, a strong 29% operating margin.

Mission

WICP PROVIDES CARE FOR ELDERS WHO ARE COGNITIVELY IMPARED OR FUNCTIONALLY IMPARED. THE CARE IS PROVIDED IN HALF OR FULL DAY SESSIONS WHILE UNDER THE CARE OF A PROFESSIONAL STAFF.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $324,171

Program Service Revenue $108,655

Investment Income $4,040

Other Revenue $0

TOTAL REVENUE $436,866

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $226

Program Expenses $361,725

Other Expenses $377,949

TOTAL EXPENSES $377,949

Year-over-Year Comparison

	2024	2023	Change
Revenue	$436,866	$261,292	+0.7%
Expenses	$377,949	$402,285	-0.1%
Net Income	$58,917	$-140,993	-1.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EILEEN NUNNELLY	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT BUNCH	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA HARTLEY	DIRECTOR	1.00	Director	$0	$0	$0
PAULA OFFUTT	DIRECTOR	1.00	Director	$0	$0	$0
ALAN PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
IAN SANFORD	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
TERRY BUCHANAN	SECTARY	1.00	Officer Director	$0	$0	$0
MARY ANN STEGALL	DIRECTOR	1.00	Director	$0	$0	$0
PAULINE HUDKINS	DIRECTOR	1.00	Director	$0	$0	$0
DONNA UNDERWOOD	DIRECTOR	1.00	Officer Director	$0	$0	$0
ROBERT WEBB	CHAIR	1.00	Officer Director	$0	$0	$0
OLLIE COPPER	TRESURER	1.00	Officer 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	$436,866	$377,949	$508,880	$58,917
2024	$261,292	$402,285	$450,069	$-140,993
2023	$316,459	$195,980	$591,064	$120,479
2022	$190,122	$34,011	$469,230	$156,111
2021	$14,933	$16,392	$313,119	$-1,459
2019	$65,835	$46,991	$302,155	$18,844

CARINGPLACE OF THE SHOALS INC