WESTERN COMMUNITIES ACTION NETWORK INC (EIN 411466409) - 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

1982

Legal Domicile

Principal Officer

JIM BEARD

Phone

9524720742

Tax Period

2023-06-01 to 2024-05-31

WESTERN COMMUNITIES ACTION NETWORK INC, founded in 1982, is a small nonprofit in the Human Services sector that reported $750K in total revenue in fiscal year 2023. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $689K left a modest 8% surplus.

Mission

TO WORK IN A PERSONALIZED MANNER WITH INDIVIDUALS AND FAMILIES TO ENHANCE THEIR STABILITY AND SELF SUFFICIENCY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $619,893

Program Service Revenue $44,859

Investment Income $91

Other Revenue $85,360

TOTAL REVENUE $750,203

Expense Breakdown

Grants Paid $85,730

Salaries & Benefits $384,691

Fundraising Expenses $0

Program Expenses $688,725

Other Expenses $218,304

TOTAL EXPENSES $688,725

Year-over-Year Comparison

	2023	2022	Change
Revenue	$750,203	$1,313,368	-0.4%
Expenses	$688,725	$1,199,791	-0.4%
Net Income	$61,478	$113,577	-0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM BEARD	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHERRY VALLEY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LORI SPRINGER	TREASURER	1.00	Officer Director	$0	$0	$0
STEPHANIE CAPPELLERI	SECRETARY	1.00	Director	$0	$0	$0
RICK ROHRER	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE SHEA	DRECTOR	1.00	Director	$0	$0	$0
KARL WEISENHORN	DIRECTOR	1.00	Director	$0	$0	$0
TERA WHITE	DIRECTOR	1.00	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
2025	No data	No data	No data	No data
2024	$750,203	$688,725	$597,898	$61,478
2024	$1,266,458	$1,202,572	$645,555	$63,886
2023	$1,313,368	$1,199,791	$634,727	$113,577
2022	$992,327	$972,960	$422,789	$19,367
2021	$1,127,753	$1,017,921	$401,756	$109,832
2020	$611,580	$552,665	$333,449	$58,915
2019	$766,786	$840,083	$223,350	$-73,297

WESTERN COMMUNITIES ACTION NETWORK INC