ERLE AND EMMA WHITE HOSPICE ENDOWMENT TRUST (EIN 752579613) - 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

1995

Legal Domicile

Principal Officer

DEREK FRANCIS

Phone

9406910982

Tax Period

2023-01-01 to 2023-12-31

ERLE AND EMMA WHITE HOSPICE ENDOWMENT TRUST, founded in 1995, is a small nonprofit in the Health Care sector that reported $217K in total revenue in fiscal year 2023. Revenue surged 193% from the prior year, signaling strong growth momentum. The organization ran a surplus of $82K, a strong 38% operating margin.

Mission

OPERATED FOR THE EXCLUSIVE SUPPORT OF HOSPICE OF WICHITA FALLS, INC., A 501(c)3 ORGANIZATION THAT PROVIDES HOSPICE CARE, SUPPORT, AND BEREAVEMENT SERVICES TO PATIENTS AND THEIR

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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 $217,002

Other Revenue $0

TOTAL REVENUE $217,002

Expense Breakdown

Grants Paid $115,379

Salaries & Benefits $17,576

Fundraising Expenses $0

Program Expenses $115,379

Other Expenses $2,532

TOTAL EXPENSES $135,487

Year-over-Year Comparison

	2023	2022	Change
Revenue	$217,002	$74,002	+1.9%
Expenses	$135,487	$114,407	+0.2%
Net Income	$81,515	$-40,405	-3.0%

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

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

$124,354

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.00		$17,576	$0	$17,576
DEREK FRANCIS	TRUSTEE	1.00	Director	$0	$6,228	$124,354
GALE RICHARDSON	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
2023	$217,002	$135,487	$2,419,463	$81,515
2022	$74,002	$114,407	$2,343,807	$-40,405
2021	$287,795	$134,030	$2,413,830	$153,765
2020	$52,544	$129,455	$2,287,176	$-76,911
2019	$85,077	$100,124	$2,364,087	$-15,047
2018	$187,097	$101,266	$2,379,134	$85,831

ERLE AND EMMA WHITE HOSPICE ENDOWMENT TRUST