Westlund Guidance Clinic (EIN 381515426) - 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

1942

Legal Domicile

Principal Officer

Denise Berry

Phone

9897934790

Tax Period

2024-01-01 to 2024-12-31

Westlund Guidance Clinic, founded in 1942, is a community nonprofit in the Mental Health sector that reported $1.2M in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring.

Mission

Provide assessment and counseling services for adults, children and families.

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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 $4,382

Program Service Revenue $1,218,183

Investment Income $0

Other Revenue $12,138

TOTAL REVENUE $1,234,703

Expense Breakdown

Grants Paid $0

Salaries & Benefits $679,176

Fundraising Expenses $0

Program Expenses $1,154,086

Other Expenses $563,212

TOTAL EXPENSES $1,242,388

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,234,703	$1,545,283	-0.2%
Expenses	$1,242,388	$1,643,605	-0.2%
Net Income	$-7,685	$-98,322	-0.9%

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

$389,727

Total Directors

$260,996

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Denise Berry	CEO/Chairperson	1.00	Officer Director	$29,218	$7,280	$153,370
Jayne Roth	Controller	1.00	Officer Director	$20,500	$5,126	$107,626
Gabriella Finkbeiner	Trustee	1.00	Director	$0	$0	$0
Jennifer Shores	Trustee	1.00	Director	$0	$0	$0
Kim Johnson	Trustee	1.00	Director	$0	$0	$0
John Dunn	Treasurer/Secretary	1.00	Officer Director	$0	$0	$0
Yolanda Bellinger	Chief Clinical Offic	26.00	Officer	$79,690	$6,131	$128,731

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	$1,234,703	$1,242,388	$2,186,729	$-7,685
2023	$1,545,283	$1,643,605	$2,103,261	$-98,322
2022	$1,988,233	$2,460,874	$2,304,036	$-472,641
2021	$1,971,405	$2,378,571	$962,420	$-407,166
2020	$2,194,899	$2,460,213	$1,152,867	$-265,314
2019	$1,569,278	$2,068,667	$987,868	$-499,389
2018	$1,756,670	$2,055,515	$960,643	$-298,845

Westlund Guidance Clinic