WESTMORELAND CASEMANAGEMENT AND SUPPORTS INC (EIN 251732657) - 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

Phone

7248371808

Tax Period

2023-07-01 to 2024-06-30

WESTMORELAND CASEMANAGEMENT AND SUPPORTS INC, founded in 1994, is a mid-sized nonprofit in the Mental Health sector that reported $17.4M in total revenue in fiscal year 2023.

Mission

HELPING TO INTEGRATE PEOPLE WITH BEHAVIORAL HEALTH OR INTELLECTUAL DISABILITIES INTO THE COMMUNITY BY PROVIDING APPROPRIATE SERVICES NEEDED TO LIVE A FUNCTIONAL AND FULFILLING LIFE.

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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 $4,477,015

Program Service Revenue $12,654,881

Investment Income $226,517

Other Revenue $8,299

TOTAL REVENUE $17,366,712

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,068,848

Fundraising Expenses $28,157

Program Expenses $15,382,912

Other Expenses $2,435,384

TOTAL EXPENSES $17,504,232

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,366,712	$16,620,353	+0.0%
Expenses	$17,504,232	$16,553,486	+0.1%
Net Income	$-137,520	$66,867	-3.1%

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

298

Volunteers

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

$507,350

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY CIARIMBOLI	DIRECTOR	5.00	Director	$0	$0	$0
SHERRY ANDERSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
RICHARD CARUSO	TREASURER	5.00	Officer Director	$0	$0	$0
BARRIE ROHRBACHER	DIRECTOR	5.00	Director	$0	$0	$0
LYNNETTE EMERICK	CHIEF EXECUTIVE OFFICER	40.00	Officer Highest	$174,641	$29,168	$203,809
JAMES FEY	CHIEF FINANCIAL OFFICER	40.00	Officer	$136,341	$24,072	$160,413
GEORGE DAVID SIVAK	DIRECTOR	5.00	Director	$0	$0	$0
DONALD O'BRIEN	DIRECTOR	5.00	Director	$0	$0	$0
MARK DIANDRETH	DIRECTOR	5.00	Director	$0	$0	$0
ANTHONY WALTOS	DIRECTOR	5.00	Director	$0	$0	$0
MARCO SYLVANIA	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
SUSAN HOIS	SECRETARY	5.00	Officer Director	$0	$0	$0
N/A	DIRECTOR	5.00	Director	$0	$0	$0
MAGDALENE HURST	CHIEF ADMINISTRATIVE OFFICER	40.00	Officer	$132,287	$10,841	$143,128
SHANNON FAGAN	DIRECTOR	5.00	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	$17,366,712	$17,504,232	$11,144,133	$-137,520
2023	$16,620,353	$16,553,486	$11,382,761	$66,867
2022	$16,593,595	$15,975,550	$10,547,254	$618,045
2021	$18,686,336	$15,977,854	$10,087,960	$2,708,482
2020	$16,467,365	$16,273,853	$9,529,579	$193,512
2019	$17,252,426	$16,538,486	$6,472,050	$713,940
2018	$16,425,694	$16,027,986	$5,700,488	$397,708

WESTMORELAND CASEMANAGEMENT AND SUPPORTS INC