HOUSTON WHITE ROSE FOUNDATION INCORPORATED (EIN 746062135) - 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

2000

Legal Domicile

Principal Officer

LISA WALLACE

Phone

7135948419

Tax Period

2023-05-01 to 2024-04-30

HOUSTON WHITE ROSE FOUNDATION INCORPORATED, founded in 2000, is a small nonprofit in the Education sector that reported $208K in total revenue in fiscal year 2023. Revenue surged 316% from the prior year, signaling strong growth momentum. The organization ran a surplus of $62K, a strong 30% operating margin.

Mission

THE HOUSTON WHITE ROSE FOUNDATION, INCORPORATED (CORPORATION)WILL PROVIDE SERVICE TO THE GREATER HOUSTON COMMUNITY BY PROMOTING AND ENGAGING IN EDUCATIONAL, CIVIC AND INTERCULTURAL ACTIVITIES.

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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 $207,029

Program Service Revenue $888

Investment Income $0

Other Revenue $0

TOTAL REVENUE $207,917

Expense Breakdown

Grants Paid $42,700

Salaries & Benefits $0

Fundraising Expenses $98,581

Program Expenses $45,538

Other Expenses $102,765

TOTAL EXPENSES $145,465

Year-over-Year Comparison

	2023	2022	Change
Revenue	$207,917	$49,980	+3.2%
Expenses	$145,465	$59,323	+1.5%
Net Income	$62,452	$-9,343	-7.7%

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	Hours/Week	Reportable Comp	Other Comp	Total
N/A	PRESIDENT	6.00	$0	$0	$0
CAMELLIA KENNEDY	V PRESIDENT	1.00	$0	$0	$0
IVY RICKETTS	FINANCIAL SECRETARY	1.00	$0	$0	$0
LISA WALLACE	TREASURER	3.00	$0	$0	$0
MARSHA PENN	PARLIAMENTARIAN	1.00	$0	$0	$0
CORA ROBINSON	RECORDING SECRETARY	1.00	$0	$0	$0
JULIE THOMPSON FITZPATRICK	OFFICER	1.00	$0	$0	$0
DIEDRA FONTAINE	OFFICER	1.00	$0	$0	$0
KAREN MARSHALL HUDSON	OFFICER	1.00	$0	$0	$0
PHYLLIS TURNER BRIM	OFFICER	1.00	$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	$207,917	$145,465	$118,009	$62,452

HOUSTON WHITE ROSE FOUNDATION INCORPORATED