WESTPEX INC

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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

EDWARD JARVIS

Phone

8316377847

Tax Period

2017-09-01 to 2018-08-31

WESTPEX INC, founded in 2000, is a small nonprofit in the Education sector that reported $146K in total revenue in fiscal year 2017. Expenses of $134K left a modest 8% surplus.

Mission

To promote philately as a hobby to the public with particular focus in Northern California, propagate philatelic knowledge and research, and support similar activities in California, the United States and other countries

Program Service Accomplishments

Program 1

Expenses: $120,477

Held annual Westpex public philatelic exhibition for public education, sponsored seminars, and hosted meetings of various philatelic organizations from all over the United States and abroad.

Program 2

Expenses: $6,250

Promoted philately through various grants to other nonprofit entities conducting similar or related activities promoting philately, conservation of philatelic literature, and youth philatetly in...

Promoted philately through various grants to other nonprofit entities conducting similar or related activities promoting philately, conservation of philatelic literature, and youth philatetly in other parts of the United States

Program 3

Expenses: $2,692

Promoted youth education in the San Francisco Bay Area by conducting various youth philatelic actvities during annual Westpex exhibition, and before the event through its Youth Committee and Boy...

Promoted youth education in the San Francisco Bay Area by conducting various youth philatelic actvities during annual Westpex exhibition, and before the event through its Youth Committee and Boy Scouts outreach program . Expenses shown are for direct costs only.

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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 (2017)

Revenue Breakdown

Contributions & Grants $20

Program Service Revenue $143,973

Investment Income $1,528

Other Revenue $0

TOTAL REVENUE $145,521

Expense Breakdown

Grants Paid $6,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $129,419

Other Expenses $127,948

TOTAL EXPENSES $134,198

Year-over-Year Comparison

	2017	2016	Change
Revenue	$145,521	$148,470	0.0%
Expenses	$134,198	$146,259	-0.1%
Net Income	$11,323	$2,211	+4.1%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLYDE HOMEN	Chairperson	008.00	Officer Director	$0	$0	$0
DARYL REIBER	Vice Chairperson	006.00	Officer Director	$0	$0	$0
NESTOR NUNEZ	Treasurer	003.00	Officer Director	$0	$0	$0
WILLIAM LENARZ	Secretary	003.00	Officer Director	$0	$0	$0
GORDON EUBANKS	Director	002.00	Director	$0	$0	$0
VESMA GRINFELDS	Director	002.00	Director	$0	$0	$0
STANLEY FONG	Director	002.00	Director	$0	$0	$0
WILLIAM BARLOW JR	Director	002.00	Director	$0	$0	$0
KRISTIN PATTERSON	Director	002.00	Director	$0	$0	$0
ED LAVERONI	Director	002.00	Director	$0	$0	$0
ROGER SKINNER	Director	002.00	Director	$0	$0	$0
ROSS TOWLE	Director	002.00	Director	$0	$0	$0
EDITH EGGEN	Director	002.00	Director	$0	$0	$0
BARRY DECKER	Director	002.00	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
2018	$145,521	$134,198	$218,986	$11,323