WEST SENIOR WELLNESS CENTER (EIN 270297631) - 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

2009

Legal Domicile

Principal Officer

JENNIFER BAUM

Phone

6192356572

Tax Period

2024-07-01 to 2025-06-30

Mission

TO PERFORM THE CHARITABLE FUNCTIONS OF AND CARRY OUT THE CHARITABLE PURPOSES OF SERVING SENIORS, A CALIFORNIA NONPROFIT CORPORATION INCLUDING PROVIDING HOUSING AND RELATED FACILITIES FOR USE AND OCCUPANCY BY ELDERLY AND DISABLED PERSONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $177,555

Other Expenses $177,555

TOTAL EXPENSES $177,555

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	N/A	N/A
Expenses	$177,555	$174,911	+0.0%
Net Income	N/A	$-174,911	N/A

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

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

$743,374

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL DOWNEY	President & CEO	3.00	Officer	$0	$39,546	$343,959
MELINDA FORSTEY	COO	3.00	Officer	$0	$12,360	$217,526
SUE SCHAFFNER	CFO	3.00	Officer	$0	$20,245	$181,889
LINA ERICSSON	Chair	3.00	Officer Director	$0	$0	$0
ANDY MCCUEN	Director	3.00	Director	$0	$0	$0
KATE ENGLER	Director	3.00	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	$177,555	$6,421,853	No data
2024	No data	$174,911	$6,599,408	No data
2023	No data	$166,190	$6,750,766	No data
2022	No data	$159,077	$6,898,044	No data
2021	No data	$156,252	$7,057,121	No data
2020	No data	$155,424	$7,213,373	No data
2019	No data	$155,424	$7,368,797	No data
2018	No data	$155,424	$7,524,221	No data

WEST SENIOR WELLNESS CENTER