PLAN HOMES INC DBA IRIS PLACE (EIN 752736501) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Phone

9724249468

Tax Period

2024-01-01 to 2024-12-31

PLAN HOMES INC DBA IRIS PLACE, founded in 1997, is a small nonprofit in the Housing & Shelter sector that reported $141K in total revenue in fiscal year 2024. Expenses of $176K exceeded revenue, resulting in a 25% operating deficit.

Mission

PROVIDE LOW-COST AFFORDABLE HOUSING FOR ADULTS WHO HAVE A SERIOUS AND PERSISTENT MENTAL ILLNESS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,001

Program Service Revenue $130,442

Investment Income $404

Other Revenue $0

TOTAL REVENUE $140,847

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,030

Fundraising Expenses $0

Program Expenses $176,132

Other Expenses $155,102

TOTAL EXPENSES $176,132

Year-over-Year Comparison

	2024	2023	Change
Revenue	$140,847	$130,996	+0.1%
Expenses	$176,132	$147,963	+0.2%
Net Income	$-35,285	$-16,967	+1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HERB KIBLER	Treasurer	1.00	Officer Director	$0	$0	$0
Paula Keblar	Secretary	1.00	Officer Director	$0	$0	$0
Kathy Corporon	Director	1.00	Director	$0	$0	$0
Chris Kerbow	President	1.00	Officer Director	$0	$0	$0
Sam Ferguson	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	No data	No data	No data	No data
2024	$140,847	$176,132	$580,418	$-35,285
2023	$130,996	$147,963	$588,546	$-16,967
2022	$122,156	$171,074	$608,296	$-48,918
2021	$118,609	$138,278	$647,633	$-19,669
2020	$116,559	$149,928	$656,452	$-33,369
2019	$110,606	$129,822	$690,309	$-19,216
2018	$108,127	$137,158	$711,832	$-29,031

PLAN HOMES INC DBA IRIS PLACE