WHITLEY PLACE INC (EIN 311535691) - 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

1997

Legal Domicile

Principal Officer

DEBBIE BROWN

Phone

8004611793

Tax Period

2024-07-01 to 2025-06-30

WHITLEY PLACE INC, founded in 1997, is a small nonprofit in the Housing & Shelter sector that reported $156K in total revenue in fiscal year 2018. Expenses of $144K left a modest 8% surplus.

Mission

HOUSING FOR LOW INCOME DEVELOPMENTALLY DISABLED.

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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 $58,456

Program Service Revenue $100,931

Investment Income $1,038

Other Revenue $10

TOTAL REVENUE $160,435

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,686

Fundraising Expenses $0

Program Expenses $167,650

Other Expenses $200,287

TOTAL EXPENSES $207,973

Year-over-Year Comparison

	2024	2023	Change
Revenue	$160,435	$156,323	+0.0%
Expenses	$207,973	$167,777	+0.2%
Net Income	$-47,538	$-11,454	+3.2%

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

N/A

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
CHARLES BLANCHARD	BOARD MEMBER	N/A	Director	$0	$0	$0
CHRISTY BLUNKETT	SECRETARY	N/A	Officer Director	$0	$0	$0
DR ANTHONY DAVIS	BOARD MEMBER	N/A	Director	$0	$0	$0
LUKE DUFFIELD	BOARD MEMBER	N/A	Director	$0	$0	$0
TONY GRIFFIN	BOARD MEMBER	N/A	Director	$0	$0	$0
TRISH HENRY	BOARD MEMBER	N/A	Director	$0	$0	$0
SCOTT VAN HORN	CHAIRPERSON	N/A	Officer Director	$0	$0	$0
JERRY HUDLOW	VICE CHAIRPE	N/A	Officer Director	$0	$0	$0
LEE JOHNSON	BOARD MEMBER	N/A	Director	$0	$0	$0
JEREMIAH PEARSON	BOARD MEMBER	N/A	Director	$0	$0	$0
RON RISPOLI	BOARD MEMBER	N/A	Director	$0	$0	$0
DEBBIE BROWN	EVP OF FINAN	1.00	Officer	$0	$0	$0
ANGELA TRAWEEK	CHIEF EXECUT	N/A	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	$160,435	$207,973	$730,738	$-47,538
2024	$156,323	$167,777	$768,848	$-11,454
2023	$151,969	$180,402	$787,466	$-28,433
2022	$150,784	$164,996	$818,321	$-14,212
2021	$157,851	$154,028	$831,395	$3,823
2020	$156,986	$137,756	$821,975	$19,230
2019	$156,420	$143,888	$818,613	$12,532

WHITLEY PLACE INC