DALTON-WHITFIELD ADDITIONAL TRUST (EIN 586345013) - 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

1996

Legal Domicile

Principal Officer

JULIE A SOEKORO

Phone

7062726115

Tax Period

2023-10-01 to 2024-09-30

DALTON-WHITFIELD ADDITIONAL TRUST, founded in 1996, is a community nonprofit in the Health Care sector that reported $3.2M in total revenue in fiscal year 2023. Revenue surged 122% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.0M, a strong 92% operating margin.

Mission

THE DALTON WHITFIELD ADDITIONAL TRUST WAS ESTABLISHED FOR THE PURPOSE OF PROVIDING HEALTHCARE

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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 $0

Investment Income $3,235,948

Other Revenue $0

TOTAL REVENUE $3,235,948

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $268,759

TOTAL EXPENSES $268,759

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,235,948	$1,460,885	+1.2%
Expenses	$268,759	$276,365	0.0%
Net Income	$2,967,189	$1,184,520	+1.5%

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

$1,673,818

Total Directors

$1,673,818

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY D MYERS	PRESIDENT/CEO	1.00	Officer Director	$0	$119,279	$1,673,818
JOHN T MINOR	TRUSTEE, COMMITTEE CHAIRMAN	1.00	Director	$0	$0	$0
J DAVID GREGG	TRUSTEE	1.00	Director	$0	$0	$0
BRYAN E MCALLISTER	TRUSTEE	1.00	Director	$0	$0	$0
W SCOTT SELLERS	TRUSTEE	1.00	Director	$0	$0	$0
HENRY C THARPE JR	TRUSTEE	1.00	Director	$0	$0	$0
JERRY T WATKINS JR	TRUSTEE	1.00	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
2024	$3,235,948	$268,759	$58,258,582	$2,967,189
2023	$1,460,885	$276,365	$51,017,127	$1,184,520
2022	$2,205,658	$332,938	$48,473,607	$1,872,720
2021	$4,019,283	$3,871,490	$59,216,928	$147,793
2020	$2,997,240	$1,777,399	$51,332,513	$1,219,841
2019	$1,562,215	$2,873,510	$50,028,710	$-1,311,295
2018	$3,248,734	$3,592,822	$50,701,105	$-344,088

DALTON-WHITFIELD ADDITIONAL TRUST