GARY AND MARY WEST HEALTH ENDOWMENTINC (EIN 272953865) - 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

2010

Legal Domicile

Principal Officer

SHELLEY M LYFORD

Phone

8585357000

Tax Period

2021-01-01 to 2021-12-31

GARY AND MARY WEST HEALTH ENDOWMENTINC, founded in 2010, is a mid-sized nonprofit that reported $10.5M in total revenue in fiscal year 2021. Expenses of $21.7M exceeded revenue, resulting in a 108% operating deficit.

Mission

THE GARY AND MARY WEST HEALTH ENDOWMENT, INC. IS A SUPPORTING ORGANIZATION ESTABLISHED IN 2010 WITH THE MISSION OF PROVIDING FINANCIAL AND OTHER SUPPORT TO THE GARY AND MARY WEST HEALTH INSTITUTE AND POTENTIALLY OTHER SIMILAR AFFILIATED PUBLIC CHARITIES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $122,265

Program Service Revenue $0

Investment Income $8,711,488

Other Revenue $1,624,498

TOTAL REVENUE $10,458,251

Expense Breakdown

Grants Paid $21,000,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,568,105

Other Expenses $717,651

TOTAL EXPENSES $21,717,651

Year-over-Year Comparison

	2021	2020	Change
Revenue	$10,458,251	$-2,654,370	-4.9%
Expenses	$21,717,651	$23,384,347	-0.1%
Net Income	$-11,259,400	$-26,038,717	-0.6%

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

$2,324,062

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES SEDERSTROM	DIRECTOR	1.00	Director	$0	$0	$0
GARY WEST	DIRECTOR, CHAIRMAN	5.00	Director	$0	$0	$0
THOMAS CULHANE	DIRECTOR	1.00	Director	$0	$0	$0
SHELLEY M LYFORD	CHAIR	10.00	Officer	$34,167	$37,621	$1,066,677
TIMOTHY LASH	FUND CO-MANAGER/SECRETARY	5.00	Officer	$34,167	$60,127	$875,879
SALLY HALLAK	SECRETARY AND TREASURER	10.00	Officer	$0	$28,772	$381,506

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
2021	$10,458,251	$21,717,651	$243,370,956	$-11,259,400
2020	$-2,654,370	$23,384,347	$246,349,230	$-26,038,717
2019	$10,506,189	$24,035,926	$275,087,152	$-13,529,737
2018	$205,414,259	$25,987,367	$374,272,649	$179,426,892

GARY AND MARY WEST HEALTH ENDOWMENTINC