WEST BAY RESIDENTIAL SERVICES

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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

1981

Legal Domicile

Phone

4017389300

Tax Period

2022-07-01 to 2023-06-30

WEST BAY RESIDENTIAL SERVICES, founded in 1981, is a mid-sized nonprofit in the Human Services sector that reported $26.9M in total revenue in fiscal year 2022.

Mission

WEST BAY RESIDENTIAL'S MISSION IS TO PROVIDE INNOVATIVE, PERSON-CENTERED SUPPORTS TO PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DIASABILITIES IN WAYS THAT PROMOTE COMMUNITY INCLUSION, PERSONAL POWER, SELF EXPRESSION AND LIFE FULFILLMENT.

Program Service Accomplishments

Program 1

Expenses: $15,124,594 Revenue: $17,476,099

A SEMI-INDEPENDENT LIVING PROGRAM FOR DEVELOPMENTALLY DISABLED INDIVIDUALS CONDUCTED AT 16 FACILITIES.

Program 2

Expenses: $6,344,790 Revenue: $7,011,393

DAY PROGRAMS ARE CONDUCTED AT SEVERAL LOCATIONS FOR DEVELOPMENTALLY DISABLED INDIVIDUALS.

Program 3

Expenses: $2,667,076 Revenue: $1,975,503

INDEPENDENT LIVING PROGRAM WITH COMMUNITY INTEGRATED SUPPORTS FOR DEVELOPMENTALLY DISABLED INDIVIDUALS IS CONDUCTED AT SEVERAL FACILITIES.

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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 $239,249

Program Service Revenue $26,431,936

Investment Income $186,911

Other Revenue $46,548

TOTAL REVENUE $26,904,644

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,091,314

Fundraising Expenses $0

Program Expenses $24,136,460

Other Expenses $3,295,782

TOTAL EXPENSES $26,387,096

Year-over-Year Comparison

	2022	2021	Change
Revenue	$26,904,644	$25,963,844	+0.0%
Expenses	$26,387,096	$23,650,935	+0.1%
Net Income	$517,548	$2,312,909	-0.8%

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

$292,735

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RALPH ORLECK	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAM GOES	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
REBECCA BEATON	SECRETARY	1.00	Officer Director	$0	$0	$0
GRETTA JACOBS	TREASURER	1.00	Officer Director	$0	$0	$0
KENNETH BEATON	DIRECTOR	1.00	Director	$0	$0	$0
KAREN FLYNN	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM FRIEDMAN	DIRECTOR	1.00	Director	$0	$0	$0
JILL K GOODMAN	DIRECTOR	1.00	Director	$0	$0	$0
KATHY MILLARD	DIRECTOR	1.00	Director	$0	$0	$0
MARC SMITH	DIRECTOR	1.00	Director	$0	$0	$0
CASEY GARTLAND	EXECUTIVE DIRECTOR	40.00	Officer	$137,458	$25,336	$162,794
BRENDA HILL	CHIEF FINANCIAL OFFICER	40.00	Officer	$118,166	$11,775	$129,941

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	$26,904,644	$26,387,096	$15,309,973	$517,548
2022	$25,963,844	$23,650,935	$14,418,578	$2,312,909
2021	$25,449,586	$20,869,879	$13,673,547	$4,579,707
2020	$21,102,691	$20,578,643	$12,133,659	$524,048
2019	$17,963,718	$17,804,636	$7,869,404	$159,082
2019	$17,963,718	$17,804,636	$7,869,404	$159,082
2018	$17,047,235	$16,921,728	$7,451,854	$125,507