WHITE RIVER PLANNING & DEVELOPMENT DISTR (EIN 710398870) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Phone

8707935233

Tax Period

2024-07-01 to 2025-06-30

WHITE RIVER PLANNING & DEVELOPMENT DISTR, founded in 1968, is a community nonprofit that reported $4.3M in total revenue in fiscal year 2017. Revenue fell 20% from the prior year — a significant decline worth monitoring.

Mission

ECONOMIC DEVELOPMENT

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,743,790

Program Service Revenue $629,900

Investment Income $91,791

Other Revenue $0

TOTAL REVENUE $3,465,481

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,735,844

Fundraising Expenses $0

Program Expenses $3,123,744

Other Expenses $1,571,470

TOTAL EXPENSES $3,307,314

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,465,481	$3,956,023	-0.1%
Expenses	$3,307,314	$3,600,424	-0.1%
Net Income	$158,167	$355,599	-0.6%

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

113

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

$142,047

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANET SMITH	Executive Dir.	40.00	Officer	$84,047	$0	$84,047
BYRON SOUTHERLAND	FISCAL OFFICER	40.00	Officer	$58,000	$0	$58,000
EDDIE COWELL	Director	1.00	Director	$0	$0	$0
KATY BLEVINS	Director	1.00	Director	$0	$0	$0
JON ABELE	Director	1.00	Director	$0	$0	$0
STACEY AVEY	President	1.00	Officer Director	$0	$0	$0
REGINA BURKETT	Director	1.00	Director	$0	$0	$0
GAYLA BRADLEY	Director	1.00	Director	$0	$0	$0
BARBARA MOODY	DIRECTOR	1.00	Director	$0	$0	$0
KENNETH CROW	Director	1.00	Director	$0	$0	$0
DUANE DELAIR	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD MCCORMAC	Director	1.00	Director	$0	$0	$0
JERRY CARLEW	Director	1.00	Director	$0	$0	$0
MICHAEL JOHN GRAY	MEMBER	1.00	Director	$0	$0	$0
BEVERLY CHAPPLE	MEMBER	1.00	Director	$0	$0	$0
JEFF PHILLIPS	Vice President	1.00	Officer Director	$0	$0	$0
ERIC CROSBY	Director	1.00	Director	$0	$0	$0
KASEY GRIFFIN	Director	1.00	Director	$0	$0	$0
GARRY LAWRENCE	Director	1.00	Director	$0	$0	$0
LISA BROWN	MEMBER	1.00	Director	$0	$0	$0
ERIC SMITH	Vice President	1.00	Director	$0	$0	$0
CURREN EVERETT	Director	1.00	Director	$0	$0	$0
JANET HEARYMAN	Director	1.00	Director	$0	$0	$0
KEVIN JEFFERY	Secretary	1.00	Officer Director	$0	$0	$0
RICK ELUMBAUGH	Treasurer	1.00	Officer Director	$0	$0	$0
DARRELL BIRDSONG	Director	1.00	Director	$0	$0	$0
DERRICK RATLIFFE	Director	1.00	Officer Director	$0	$0	$0
DALE JAMES	MEMBER	1.00	Director	$0	$0	$0
MAT FAULKNER	MEMBER	1.00	Officer Director	$0	$0	$0
MARK COUNTS	MEMBER	1.00	Director	$0	$0	$0
ROGER GARDNER	Director	1.00	Director	$0	$0	$0
BORIS DOVER	Director	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
2025	$3,465,481	$3,307,314	$13,063,434	$158,167
2024	$3,956,023	$3,600,424	$13,416,338	$355,599
2023	$3,760,030	$3,611,829	$13,566,599	$148,201
2022	$4,307,468	$3,351,491	$13,868,468	$955,977
2021	$4,263,851	$3,444,228	$13,487,665	$819,623
2020	$5,159,303	$4,167,129	$13,244,804	$992,174
2019	$3,800,444	$3,799,435	$11,230,051	$1,009
2018	$4,289,477	$4,250,198	$12,158,626	$39,279

WHITE RIVER PLANNING & DEVELOPMENT DISTR