SHERMAN WEST COURT

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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

1990

Legal Domicile

Principal Officer

MARCO DELCASTILLO

Phone

4142991862

Tax Period

2020-01-01 to 2020-12-31

SHERMAN WEST COURT, founded in 1990, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2020.

Mission

TO SERVE THE HEALTH NEEDS OF INDIVIDUALS, FAMILIES AND COMMUNITIES, THROUGH A WHOLISTIC PHILOSOPHY ROOTED IN OUR FUNDAMENTAL UNDERSTANDING OF HUMAN BEINGS AS CREATED IN THE IMAGE OF GOD.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $1,499,253

THE ORGANIZATION CEASED CONDUCTING PROGRAM SERVICES AFTER THE ASSET SALE ON 10/1/18. ANY ACTIVITY WOULD BE ADJUSTMENTS FROM PATIENT SERVICES IN 2018.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,499,253

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,499,253

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2020	2019	Change
Revenue	$1,499,253	$-175,025	-9.6%
Expenses	N/A	$-180,335	-1.0%
Net Income	N/A	$5,310	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

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

$10,515,951

Total Directors

$2,087,977

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN LAMBERT	DIRECTOR	1.00	Director	$0	$139,347	$1,206,974
AUDREY REED	DIRECTOR	1.00	Director	$0	$0	$0
DENISE M KEEFE	DIRECTOR	1.00	Director	$0	$41,337	$881,003
ELIO VENTO	DIRECTOR	1.00	Director	$0	$0	$0
KENNETH KOEHLER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL KENYON	CHAIRPERSON, PRESIDENT, DIRECTOR	1.00	Officer Director	$0	$0	$0
PATRICK CRAWFORD	DIRECTOR	1.00	Director	$0	$0	$0
RITA CORBETT	DIRECTOR	1.00	Director	$0	$0	$0
DOMINIC J NAKIS	TREASURER	1.00	Officer	$0	$222,808	$2,224,385
JAMES DOHENY	ASSISTANT TREASURER	1.00	Officer	$0	$93,283	$693,512
MICHAEL KERNS	ASSISTANT SECRETARY	1.00	Officer	$0	$90,542	$615,308
MIKE LAPPIN	SECRETARY	1.00	Officer	$0	$188,398	$1,768,314
SHELLY HART	ASSISTANT SECRETARY	1.00	Officer	$0	$113,484	$870,611
MICHAEL GREBE	ASSISTANT SECRETARY	1.00	Officer	$0	$131,982	$1,313,006
JAMES SLINKMAN	ASSISTANT SECRETARY	1.00	Officer	$0	$85,939	$551,509
NAN NELSON	ASSISTANT TREASURER	1.00	Officer	$0	$95,664	$911,636
LESLIE LENZO	ASSISTANT TREASURER	1.00	Officer	$0	$103,790	$1,009,958
STEVE HUSER	ASSISTANT TREASURER	1.00	Officer	$0	$81,094	$557,712
LINDA DEERING DEAN	FORMER DIRECTOR	0.00		$0	$0	$606,241
MARY MARTINI	FORMER DIRECTOR	0.00		$0	$12,376	$58,450
EARL J BARNES II	FORMER OFFICER	0.00		$291,951	$37	$291,988

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
2020	$1,499,253	No data	No data	No data
2019	$-175,025	$-180,335	$568,572	$5,310
2018	$9,464,901	$9,228,177	$2,604,373	$236,724