COMPEER WEST INC (EIN 161454202) - 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

1994

Legal Domicile

Principal Officer

CHERI ALVAREZ MS

Phone

7168833331

Tax Period

2023-01-01 to 2023-12-31

COMPEER WEST INC, founded in 1994, is a community nonprofit in the Mental Health sector that reported $2.0M in total revenue in fiscal year 2023. Expenses of $1.8M left a modest 10% surplus.

Mission

TO PROMOTE REHABILITATION OF MENTAL HEALTH PATIENTS BY MATCHING COMMUNITY VOLUNTEERS WITH THEM FOR THE PURPOSE OF CREATING PERSONAL RELATIONSHIPS TO IMPROVE PERSONAL SKILLS.

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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 $1,776,764

Program Service Revenue $121,093

Investment Income $58,366

Other Revenue $36,703

TOTAL REVENUE $1,992,926

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,118,136

Fundraising Expenses $0

Program Expenses $1,548,818

Other Expenses $685,438

TOTAL EXPENSES $1,803,574

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,992,926	$2,008,031	0.0%
Expenses	$1,803,574	$1,898,316	0.0%
Net Income	$189,352	$109,715	+0.7%

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

Volunteers

296

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

$245,148

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELLEN DALY	CHAIRPERSON	5.00	Officer Director	$0	$0	$0
MICHAEL BOGUCKI	VICE CHAIR	5.00	Officer Director	$0	$0	$0
GRETCHEN KELLY	SECRETARY	5.00	Officer Director	$0	$0	$0
KENTON STANCLIFF	TREASURER	5.00	Officer Director	$0	$0	$0
DR ELLEN GRANT	DIRECTOR	2.00	Director	$0	$0	$0
SARA SCHUMACHER	DIRECTOR	2.00	Director	$0	$0	$0
BERNICE SKIRBOLL	DIRECTOR	2.00	Director	$0	$0	$0
PETER HEFFLEY	DIRECTOR	2.00	Director	$0	$0	$0
CLIFFORD JACKSON	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA FUCHS	DIRECTOR	2.00	Director	$0	$0	$0
MARK D MAMBRETTI	DIRECTOR	2.00	Director	$0	$0	$0
ROB KUBIAK	DIRECTOR	2.00	Director	$0	$0	$0
PAULETTE E ROSS ESQ	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL LIGNOS	DIRECTOR	2.00	Director	$0	$0	$0
MICHELE DILL	DIRECTOR	2.00	Director	$0	$0	$0
CHERI ALVAREZ	CEO	35.00	Officer	$132,411	$7,249	$139,660
CYNTHIA DORMAN	CFO	35.00	Officer	$93,209	$12,279	$105,488

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	No data	No data	No data	No data
2023	$1,992,926	$1,803,574	$3,276,721	$189,352
2022	$2,008,031	$1,898,316	$2,816,954	$109,715
2021	$2,225,821	$2,126,831	$3,293,998	$98,990
2020	$2,434,598	$1,967,547	$2,779,556	$467,051
2019	$2,189,491	$1,760,737	$1,868,718	$428,754
2018	$1,423,150	$1,434,922	$1,456,675	$-11,772

COMPEER WEST INC