BEULAH T WHITBY FOUNDATION (EIN 383007566) - 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

KELLY GREEN-THOMAS

Phone

3139641572

Tax Period

2023-01-01 to 2023-12-31

BEULAH T WHITBY FOUNDATION, founded in 1991, is a small nonprofit in the Education sector that reported $153K in total revenue in fiscal year 2023. Revenue surged 88% from the prior year, signaling strong growth momentum. Expenses of $195K exceeded revenue, resulting in a 28% operating deficit.

Mission

VOLUNTARY ORGANIZATION THAT PROMOTES LIFELONG EDUCATION, POSITIVE HEALTH PRACTICES, COMMUNITY INVOLEMENT AND ENCOURAGES PROFESSIONAL AND PERSONAL GROWTH.

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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 (2023)

Revenue Breakdown

Contributions & Grants $31,587

Program Service Revenue $29,417

Investment Income $1,564

Other Revenue $90,000

TOTAL REVENUE $152,568

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,934

Other Expenses $195,317

TOTAL EXPENSES $195,317

Year-over-Year Comparison

	2023	2022	Change
Revenue	$152,568	$81,233	+0.9%
Expenses	$195,317	$122,040	+0.6%
Net Income	$-42,749	$-40,807	+0.0%

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
CARLYN J ROBINSON	PRESIDENT	020.00	Officer Director	$0	$0	$0
RA SHANDA M GLENN	VICE PRESIDENT	015.00	Officer Director	$0	$0	$0
EBONY WHITELOW	TREASURER	010.00	Officer Director	$0	$0	$0
LISA WHITMORE DAVIS	DIRECTOR	005.00	Director	$0	$0	$0
TONI E BROOKS	DIRECTOR	005.00	Director	$0	$0	$0
GWENDOLYN M HATCHETT	DIRECTOR	005.00	Director	$0	$0	$0
TRACEY DESIRNAI HICKS	DIRECTOR	005.00	Director	$0	$0	$0
SABRINA JAMES	GIRECTOR	005.00	Director	$0	$0	$0
VELMA C SANFORD	DIRECTOR	005.00	Director	$0	$0	$0
CARLA WALKER-MILLER	DIRECTOR	005.00	Director	$0	$0	$0
IRIS WILLIS	DIRECTOR	005.00	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	$152,568	$195,317	$481,037	$-42,749
2022	$148,173	$88,161	$469,973	$60,012
2021	$81,233	$122,040	$431,070	$-40,807
2020	$135,871	$94,565	$487,575	$41,306
2019	$235,190	$180,542	$464,274	$54,648
2018	$186,334	$143,439	$400,732	$42,895

BEULAH T WHITBY FOUNDATION