Westlund Guidance Clinic

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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

2025-01-01 to 2025-12-31

Westlund Guidance Clinic, founded in 1942, is a community nonprofit in the Mental Health sector that reported $1.0M in total revenue in fiscal year 2025. Revenue decreased 18% compared to the prior year. Expenses of $971K left a modest 4% surplus.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $789,929 Revenue: $991,359

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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $991,359

Investment Income $4,076

Other Revenue $13,722

TOTAL REVENUE $1,009,157

Expense Breakdown

Grants Paid $0

Salaries & Benefits $509,968

Fundraising Expenses $0

Program Expenses $789,929

Other Expenses $460,782

TOTAL EXPENSES $970,750

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,009,157	$1,234,703	-0.2%
Expenses	$970,750	$1,242,388	-0.2%
Net Income	$38,407	$-7,685	-6.0%

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

$450,527

Total Directors

$328,969

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Denise Berry	CEO/Chairperson	1.00	Officer Director	$0	$8,485	$193,777
Yolanda Bellinger	Chief Clinical Officer/Trustee	26.00	Officer Director	$0	$6,438	$135,192
Gabriella Finkbeiner	Trustee	1.00	Director	$0	$0	$0
Kim Johnson	Trustee	1.00	Director	$0	$0	$0
Jayne Roth	Controller	1.00	Officer	$0	$5,789	$121,558

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	$1,009,157	$970,750	$1,844,533	$38,407
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