WILLOW APTS GROUP HOME INC (EIN 611228984) - 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

PEGGY MERIEDETH

Phone

2704427121

Tax Period

2022-07-01 to 2023-06-30

WILLOW APTS GROUP HOME INC, founded in 1992, is a small nonprofit in the Community Improvement sector that reported $164K in total revenue in fiscal year 2022. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $238K exceeded revenue, resulting in a 45% operating deficit.

Mission

RESIDENTIAL SERVICES FOR PERSONS WITH MENTAL RETARDATION AND DEVELOPMENTAL DISABILITIES

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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 (2022)

Revenue Breakdown

Contributions & Grants $15,058

Program Service Revenue $148,421

Investment Income $903

Other Revenue $0

TOTAL REVENUE $164,382

Expense Breakdown

Grants Paid $0

Salaries & Benefits $158,910

Fundraising Expenses $0

Program Expenses $212,256

Other Expenses $79,146

TOTAL EXPENSES $238,056

Year-over-Year Comparison

	2022	2021	Change
Revenue	$164,382	$126,620	+0.3%
Expenses	$238,056	$221,282	+0.1%
Net Income	$-73,674	$-94,662	-0.2%

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

Total Directors

$523,745

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PEGGY MERIEDETH	PRESIDENT	1.00	Officer Director	$0	$0	$0
JERRY BEBOUT	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
CINDY CLEMSON	SECRETARY	1.00	Officer Director	$0	$0	$0
EVE KOTTER	TREASURER	1.00	Officer Director	$0	$0	$0
TERRY HUDSPETH	DIRECTOR	1.00	Director	$0	$56,355	$237,358
SHARON JONES	DIRECTOR	1.00	Director	$0	$27,099	$133,332
KIRT LANGSTON	DIRECTOR	1.00	Director	$0	$29,904	$153,055

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	No data	No data	No data	No data
2023	$164,382	$238,056	$263,090	$-73,674
2022	$126,620	$221,282	$251,447	$-94,662
2021	$120,345	$224,362	$351,073	$-104,017
2020	$119,863	$198,058	$457,684	$-78,195
2019	$118,205	$179,400	$537,645	$-61,195

WILLOW APTS GROUP HOME INC