THE DWELLING PLACE INC (EIN 521558475) - 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

1988

Legal Domicile

Phone

2408131603

Tax Period

2024-07-01 to 2025-06-30

THE DWELLING PLACE INC, founded in 1988, is a micro nonprofit that reported $30K in total revenue in fiscal year 2024. Revenue fell 92% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE HOUSING AND SUPPORT SERVICES TO FAMILIES EXPERIENCING HOMELESSNESS IN MONTGOMERY COUNTY, HELPING THEM ACHIEVE AND MAINTAIN SELF-SUFFICIENCY

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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 $28,402

Program Service Revenue $1,500

Investment Income $0

Other Revenue $0

TOTAL REVENUE $29,902

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,401

Fundraising Expenses $0

Program Expenses $19,717

Other Expenses $16,500

TOTAL EXPENSES $29,901

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,902	$382,330	-0.9%
Expenses	$29,901	$385,390	-0.9%
Net Income	$1	$-3,060	-1.0%

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

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
Karen Kiley	Dir	2.00	Director	$0	$0	$0
Kerri Major	DIR	2.00	Director	$0	$0	$0
Karen Shariati	Dir	2.00	Director	$0	$0	$0
Bonnie Fritz	Pres	8.00	Officer Director	$0	$0	$0
Patricia Elder	Secretary	2.00	Officer 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	$29,902	$29,901	No data	$1
2024	$382,330	$385,390	$79,359	$-3,060
2023	$409,613	$446,650	$77,659	$-37,037
2023	$435,323	$443,908	$103,791	$-8,585
2022	$430,403	$471,655	$119,625	$-41,252
2021	$493,395	$490,341	$158,871	$3,054
2020	$370,161	$436,873	$134,410	$-66,712
2019	$416,768	$431,400	$174,547	$-14,632
2019	$451,571	$428,136	$203,494	$23,435
2018	$449,624	$502,437	$189,274	$-52,813

THE DWELLING PLACE INC