DALTON-WHITFIELD COMMUNITY DEVELOPMENT CORPORATION (EIN 542102541) - 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

2003

Legal Domicile

Principal Officer

JOSH KILLION

Tax Period

2023-01-01 to 2023-12-31

DALTON-WHITFIELD COMMUNITY DEVELOPMENT CORPORATION, founded in 2003, is a small nonprofit in the Housing & Shelter sector that reported $767K in total revenue in fiscal year 2023.

Mission

TO FACILITATE THE ABILITY OF ALL DALTON AND WHITFIELD CO. RESIDENTS TO ACQUIRE AND MAINTAIN SAFE AND DECENT HOUSING.

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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 $627,092

Program Service Revenue $139,490

Investment Income $0

Other Revenue $0

TOTAL REVENUE $766,582

Expense Breakdown

Grants Paid $0

Salaries & Benefits $192,060

Fundraising Expenses $0

Program Expenses $706,230

Other Expenses $596,170

TOTAL EXPENSES $788,230

Year-over-Year Comparison

	2023	2022	Change
Revenue	$766,582	$717,958	+0.1%
Expenses	$788,230	$668,110	+0.2%
Net Income	$-21,648	$49,848	-1.4%

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
SUZANNE HOOIE	DIRECTOR	N/A	Director	$0	$0	$0
JOSH KILLION	SECRETARY	N/A	Officer Director	$0	$0	$0
ANN KUZNIAK	DIRECTOR	N/A	Director	$0	$0	$0
DAVID PENNINGTON	CITY LIAISON	N/A	Director	$0	$0	$0
TOM PINSON	DIRECTOR	N/A	Director	$0	$0	$0
CLAUDIA REYES	CHAIR	N/A	Officer Director	$0	$0	$0
NICKY STARLING	DIRECTOR	N/A	Director	$0	$0	$0
JACKIE TAYLOR	DIRECTOR	N/A	Director	$0	$0	$0
JOHN THOMAS	COUNTY LIAIS	N/A	Director	$0	$0	$0
PAT THOMPSON	TREASURER	N/A	Officer Director	$0	$0	$0
REED FINCHER	EXECUTIVE DI	N/A	Officer	$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
2024	No data	No data	No data	No data
2023	$766,582	$788,230	$162,996	$-21,648
2022	$717,958	$668,110	$175,176	$49,848
2021	$586,563	$589,825	$118,012	$-3,262
2020	$544,422	$563,978	$126,309	$-19,556
2019	$585,930	$651,952	$126,767	$-66,022
2018	$714,958	$699,239	$191,960	$15,719

DALTON-WHITFIELD COMMUNITY DEVELOPMENT CORPORATION