WESTHAVEN OF ENGLEWOOD LTD (EIN 363518447) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

EDWARD SHEPHERD

Phone

7084444942

Tax Period

2022-08-01 to 2023-07-31

WESTHAVEN OF ENGLEWOOD LTD, founded in 1993, is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2022. Net assets of $2.3M represent 26 months of operating reserves.

Mission

PROVISION OF AFFORDABLE HOUSING FOR LOW-INCOME TENANTS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,091,346

Investment Income $73

Other Revenue $0

TOTAL REVENUE $1,091,419

Expense Breakdown

Grants Paid $0

Salaries & Benefits $357,579

Fundraising Expenses $0

Program Expenses $1,194,538

Other Expenses $836,959

TOTAL EXPENSES $1,194,538

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,091,419	$1,048,667	+0.0%
Expenses	$1,194,538	$1,138,025	+0.0%
Net Income	$-103,119	$-89,358	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARD SHEPHERD	President	1.00	Officer Director	$0	$0	$0
ANTONIO WATSON	Secretary	1.00	Officer Director	$0	$0	$0
JAMES IRWIN	Vice President	1.00	Officer Director	$0	$0	$0
AMELIA DAWKINS	Director	1.00	Director	$0	$0	$0
MAMIE PACE	Director	1.00	Director	$0	$0	$0
EDDIE JOHNSON	Director	1.00	Director	$0	$0	$0
JESSE BURNS	Director	1.00	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
2023	$1,091,419	$1,194,538	$2,524,021	$-103,119
2022	$1,048,667	$1,138,025	$2,527,996	$-89,358
2021	$1,039,290	$1,088,092	$2,616,834	$-48,802
2020	$1,060,985	$1,083,987	$2,664,367	$-23,002

WESTHAVEN OF ENGLEWOOD LTD