THE WHITE FAMILY FOUNDATION (EIN 364150620) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

JAY JOLLIFF FNB TRUSTEE

Phone

6182839830

Tax Period

2024-01-01 to 2024-12-31

THE WHITE FAMILY FOUNDATION, founded in 1997, is a micro nonprofit in the Housing & Shelter sector that reported $29K in total revenue in fiscal year 2024. Revenue fell 67% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $8K, a strong 27% operating margin.

Mission

THE PURPOSE OF THE WHITE FAMILY FOUNDATION IS TO FOSTER, PROMOTE, AND FACILITATE THE ONGOING CONDUCT OF ACTIONS AND ACTIVITIES WHICH WILL BOTH PROVIDE AND PROMOTE EDUCATIONAL AND CHARITABLE OPPORTUNITIES IN THE LOCAL COMMUNITY AND THROUGHOUT FAYETTE COUNTY BY THE FUNDING OF CHARITABLE AND EDUCATIONAL ORGANIZATIONS.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,500

Program Service Revenue $0

Investment Income $21,446

Other Revenue $18

TOTAL REVENUE $28,964

Expense Breakdown

Grants Paid $13,500

Salaries & Benefits $6,132

Fundraising Expenses $0

Program Expenses $14,889

Other Expenses $1,389

TOTAL EXPENSES $21,021

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,964	$88,715	-0.7%
Expenses	$21,021	$17,650	+0.2%
Net Income	$7,943	$71,065	-0.9%

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

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
JAY JOLLIFF FNB TRUSTEE	SECRETARY/TR	1.00		$6,132	$0	$6,132
JENNIFER GARRISON	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
RICK GOTTMAN	PRESIDENT	N/A	Officer Director	$0	$0	$0
SHARON JORANDBY	DIRECTOR	N/A	Director	$0	$0	$0
STEVE KNEBEL	DIRECTOR	N/A	Director	$0	$0	$0
TY MCNARY	DIRECTOR	N/A	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	No data	No data	No data	No data
2024	$28,964	$21,021	$546,170	$7,943
2023	$88,715	$17,650	$538,227	$71,065

THE WHITE FAMILY FOUNDATION