WEST TOWN SENIOR RESIDENCE INC (EIN 363768678) - 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

1993

Legal Domicile

Principal Officer

ROBERT CECH

Phone

3123823237

Tax Period

2024-01-01 to 2024-12-31

WEST TOWN SENIOR RESIDENCE INC, founded in 1993, is a community nonprofit in the Health Care sector that reported $2.6M in total revenue in fiscal year 2024. Expenses of $2.3M left a modest 12% surplus.

Mission

LOW INCOME HOUSING

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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 $2,220,358

Program Service Revenue $357,590

Investment Income $32,822

Other Revenue $4,181

TOTAL REVENUE $2,614,951

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,931,941

Other Expenses $2,307,425

TOTAL EXPENSES $2,307,425

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,614,951	$2,443,635	+0.1%
Expenses	$2,307,425	$1,906,805	+0.2%
Net Income	$307,526	$536,830	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GUADALUPE PRESTON	DIRECTOR	0.50	Director	$0	$0	$0
DR MICHAEL FREIDMAN	DIRECTOR	0.50	Director	$0	$0	$0
POLLY KUEHL	DIRECTOR	0.50	Director	$0	$0	$0
PATTI TUOMEY	DIRECTOR	0.50	Director	$0	$0	$0
GWEN WALTERS	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT CECH	TREASURER	0.50	Officer Director	$0	$0	$0
SR MARGARET ANNE HENSS PHJC	CHAIRPERSON	0.50	Officer Director	$0	$0	$0
SR MARY ELLEN GOELLER PHJC	DIRECTOR	0.50	Director	$0	$0	$0
MARGARET GUERRERO	SECRETARY	0.50	Officer Director	$0	$0	$0
ARTHUR HOFFMANN	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD MCMENAMIN	DIRECTOR	0.50	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
2024	$2,614,951	$2,307,425	$6,829,663	$307,526
2023	$2,443,635	$1,906,805	$6,752,136	$536,830
2022	$2,117,819	$1,855,272	$6,446,365	$262,547
2021	$2,059,062	$2,844,485	$6,344,330	$-785,423
2020	$2,026,300	$1,740,411	$7,073,275	$285,889

WEST TOWN SENIOR RESIDENCE INC