FRANKLIN-WILLIAMSON PROPERTIES INC (EIN 371275096) - 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

1991

Legal Domicile

Principal Officer

JULIE SPEARS

Phone

6189376483

Tax Period

2024-07-01 to 2025-06-30

FRANKLIN-WILLIAMSON PROPERTIES INC, founded in 1991, is a small nonprofit in the Housing & Shelter sector that reported $654K in total revenue in fiscal year 2017. Expenses of $577K left a modest 12% surplus.

Mission

WE ARE DEDICATED TO DELIVERING CARE THAT CHANGES PEOPLE'S LIVES.

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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 $0

Program Service Revenue $510,483

Investment Income $-75,999

Other Revenue $1,300

TOTAL REVENUE $435,784

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $720,677

Other Expenses $720,677

TOTAL EXPENSES $720,677

Year-over-Year Comparison

	2024	2023	Change
Revenue	$435,784	$551,170	-0.2%
Expenses	$720,677	$586,229	+0.2%
Net Income	$-284,893	$-35,059	+7.1%

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

N/A

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

$1,150,689

Total Directors

$1,048,864

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE TYREE	CHAIR	1.00	Officer Director	$0	$19,355	$346,973
STACEY OVERTURF	SECRETARY	1.00	Officer Director	$0	$12,869	$217,463
JENNIFER THOMASON	CHIEF OPERATING OFFICER	1.00	Officer	$0	$11,739	$197,626
HELEN BLACKBURN	VICE CHAIR	1.00	Officer Director	$0	$8,215	$147,478
JEAN ALSTAT	SECRETARY THRU 11/30/04	1.00	Officer Director	$0	$8,252	$133,871
BEN DEBLOIS	TREASURER	1.00	Officer Director	$0	$6,411	$107,278
STEPHANIE DUCKWORTH	MEMBER	1.00	Director	$0	$6,056	$95,801

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	$435,784	$720,677	$6,299,506	$-284,893
2024	$551,170	$586,229	$6,917,887	$-35,059
2023	$552,805	$613,172	$6,845,980	$-60,367
2022	$601,805	$641,313	$7,150,703	$-39,508
2021	$636,218	$677,248	$7,927,235	$-41,030
2020	$590,050	$718,061	$8,012,783	$-128,011
2019	$634,163	$615,279	$8,195,511	$18,884
2018	$653,658	$577,468	$6,971,787	$76,190

FRANKLIN-WILLIAMSON PROPERTIES INC