WESTVIEW ESTATES INC

EIN: 421491824 501(c)(3)

REINBECK, IA

Total Revenue
$56,815
Total Expenses
$53,110
Total Assets
N/A
Net Assets
N/A
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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
2000
Legal Domicile
IA
Tax Period
2019-01-01 to 2019-12-31

WESTVIEW ESTATES INC, founded in 2000, is a micro nonprofit that reported $57K in total revenue in fiscal year 2019. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $53K left a modest 7% surplus.

Mission

SENIOR INDEPENDENT LIVING FACILITY FOR PERSON 62 YEARS OF AGE AND OLDER

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $56,809
Investment Income $6
Other Revenue $0
TOTAL REVENUE $56,815

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $51,760
Other Expenses $53,110
TOTAL EXPENSES $53,110

Year-over-Year Comparison

2019 2018 Change
Revenue $56,815 $167,636 -0.7%
Expenses $53,110 $208,626 -0.7%
Net Income $3,705 $-40,990 -1.1%
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

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Governance

Voting Members
6
Independent Members
6
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
3
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHARON WAMBOLD SECRETARY TREASURER 0.00
Officer Director
$0 $0 $0
KELLY DINSDALE PRESIDENT 0.00
Officer
$0 $0 $0
JOHN STULL SECRETARY AND TREASURER 0.00
Officer
$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
2019 $56,815 $53,110 No data $3,705
2018 $167,636 $208,626 $709,987 $-40,990
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