WEST HAMLIN UNITY PLACE INC (EIN 550757843) - 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

1999

Legal Domicile

Principal Officer

JOSHUA D SWORD

Phone

3042968223

Tax Period

2023-07-01 to 2024-06-30

WEST HAMLIN UNITY PLACE INC, founded in 1999, is a small nonprofit in the Crime & Legal sector that reported $138K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $205K exceeded revenue, resulting in a 48% operating deficit.

Mission

PROVIDE SUBSIDIZED RENTAL HOUSING TO LOW-INCOME DISABLED INDIVIDUALS.

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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 $0

Program Service Revenue $132,696

Investment Income $515

Other Revenue $5,032

TOTAL REVENUE $138,243

Expense Breakdown

Grants Paid $0

Salaries & Benefits $64,012

Fundraising Expenses $0

Program Expenses $139,321

Other Expenses $140,531

TOTAL EXPENSES $204,543

Year-over-Year Comparison

	2023	2022	Change
Revenue	$138,243	$168,124	-0.2%
Expenses	$204,543	$205,975	0.0%
Net Income	$-66,300	$-37,851	+0.8%

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

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

$390,484

Total Directors

$390,484

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSHUA D SWORD	PRESIDENT	1.00	Officer Director	$0	$53,483	$146,338
ANDY WALTERS	SECRETARY TR	1.00	Officer Director	$0	$41,410	$131,144
CLAUDETTE KARR	VICE PRESIDE	1.00	Officer Director	$0	$30,958	$113,002
FRED ALBERT	EXECUTIVE BO	0.05	Director	$0	$0	$0
HEATHER ANDERSON	EXECUTIVE BO	0.05	Director	$0	$0	$0
ROBERT BROWN	EXECUTIVE BO	0.05	Director	$0	$0	$0
MIKE CAPUTO	EXECUTIVE BO	0.05	Director	$0	$0	$0
JOE CARTER	EXECUTIVE BO	0.05	Director	$0	$0	$0
DAN DOYLE	EXECUTIVE BO	0.05	Director	$0	$0	$0
JOHN EPPERLY	EXECUTIVE BO	0.03	Director	$0	$0	$0
JOYCE GIBSON	EXECUTIVE BO	0.05	Director	$0	$0	$0
ELAINE HARRIS	EXECUTIVE BO	0.05	Director	$0	$0	$0
JESS KING	EXECUTIVE BO	0.03	Director	$0	$0	$0
PK MARONEY	COMMUNITY RE	0.05	Director	$0	$0	$0
CHUCK PARKER	EXECUTIVE BO	0.05	Director	$0	$0	$0
DANIEL J POLING	EXECUTIVE BO	0.05	Director	$0	$0	$0
GARY SOUTHALL	EXECUTIVE BO	0.03	Director	$0	$0	$0
BRIAN WEDGE	EXECUTIVE BO	0.05	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	$138,243	$204,543	$874,010	$-66,300
2023	$168,124	$205,975	$912,600	$-37,851
2022	$155,051	$200,212	$948,572	$-45,161
2021	$156,073	$181,665	$985,889	$-25,592
2020	$137,210	$169,979	$1,021,450	$-32,769
2019	$135,404	$189,721	$1,054,072	$-54,317
2018	$130,040	$170,743	$1,083,488	$-40,703

WEST HAMLIN UNITY PLACE INC