HOUSING EPISCOPAL METHODIST PRESBYTERIAN D/B/A WESBURY PLAZA (EIN 582006448) - 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

1992

Legal Domicile

Principal Officer

CHARLES MCKINLEY

Phone

3367241000

Tax Period

2025-01-01 to 2025-12-31

HOUSING EPISCOPAL METHODIST PRESBYTERIAN D/B/A WESBURY PLAZA, founded in 1992, is a small nonprofit in the Religion sector that reported $258K in total revenue in fiscal year 2025. Expenses of $291K exceeded revenue, resulting in a 13% operating deficit.

Mission

PROVIDE HOUSING TO LOW-INCOME AND ELDERLY INDIVIDUALS SUBJECT TO HUD REGULATIONS GOVERNING RENTAL CHARGES AND OPERATING METHODS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $73,235

Program Service Revenue $181,893

Investment Income $3,025

Other Revenue $0

TOTAL REVENUE $258,153

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $282,702

Other Expenses $291,477

TOTAL EXPENSES $291,477

Year-over-Year Comparison

	2025	2024	Change
Revenue	$258,153	$250,401	+0.0%
Expenses	$291,477	$282,372	+0.0%
Net Income	$-33,324	$-31,971	+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

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	Role	Reportable Comp	Other Comp	Total
CHARLES MCKINLEY	PRESIDENT	Officer Director	$0	$0	$0
RUTH BRATTON	BOARD MEMBER	Director	$0	$0	$0
THOMAS DILLARD	SECRETARY	Officer Director	$0	$0	$0
DON OUTEN	BOARD MEMBER	Director	$0	$0	$0
GEORGE PATTERSON	BOARD MEMBER	Director	$0	$0	$0
DEAN PHILLIPS	BOARD MEMBER	Director	$0	$0	$0
DORIS REDDING	BOARD MEMBER	Director	$0	$0	$0
J MERRITT WHITE III	BOARD MEMBER	Director	$0	$0	$0
AMY MURPHY	BOARD MEMBER	Director	$0	$0	$0
DICK WHITFIELD	BOARD MEMBER	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	$258,153	$291,477	$665,617	$-33,324
2024	$250,401	$282,372	$683,583	$-31,971
2023	$244,601	$267,573	$718,417	$-22,972
2022	$234,471	$250,236	$748,988	$-15,765
2021	$227,907	$257,723	$755,202	$-29,816
2020	$224,440	$249,248	$783,108	$-24,808
2019	$215,166	$252,153	$807,870	$-36,987
2018	$208,209	$259,405	$842,870	$-51,196

HOUSING EPISCOPAL METHODIST PRESBYTERIAN D/B/A WESBURY PLAZA