THE WEST MONT FOUNDATION

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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

2002

Legal Domicile

Principal Officer

GREG PACE

Phone

4064473100

Tax Period

2024-07-01 to 2025-06-30

THE WEST MONT FOUNDATION, founded in 2002, is a small nonprofit that reported $859K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $754K left a modest 12% surplus.

Mission

THE WEST MONT FOUNDATION IS A SINGLE PURPOSE FOUNDATION WHICH WAS DEVELOPED IN 2002 TO SUPPORT THE OPERATING COMPANY, WEST MONT.

Program Service Accomplishments

Program 1

Expenses: $522,554 Revenue: $514,924

WEST MONT FOUNDATION HOLDS ALL THE ASSETS FOR RESIDENTIAL AND VOCATIONAL PROPERTIES OCCUPIED BY THE CLIENTS THAT WEST MONT SERVES. THE FOUNDATION IS THE MAJOR FUNDRAISING ENTITY.THE FOUNDATION IS...

WEST MONT FOUNDATION HOLDS ALL THE ASSETS FOR RESIDENTIAL AND VOCATIONAL PROPERTIES OCCUPIED BY THE CLIENTS THAT WEST MONT SERVES. THE FOUNDATION IS THE MAJOR FUNDRAISING ENTITY.THE FOUNDATION IS GOVERNED BY AN EIGHT PERSON BOARD OF DIRECTORS. THE ANNUAL MEETING IS HELD IN JANUARY. CURRENTLY TWO OF THE DIRECTORS ARE ALSO MEMBERS OF THE WEST MONT BOARD, SO INFORMATION IS ALWAYS SHARED BETWEEN BOTH COMPANIES ALTHOUGH ELECTIONS, MEETINGS, MINUTES, FINANCIALS, ETC., ARE ALL CONDUCTED SEPARATELY. THE FOUNDATION REIMBURSES A PERCENTAGE OF SALARY FOR SEVERAL OF THE WEST MONT ADMINISTRATIVE STAFF FOR THEIR TIME SPENT ON FOUNDATION ACTIVITIES. BOTH THE FOUNDATION AND WEST MONT BOARDS PARTICIPATE IN THE ANNUAL EVALUATION OF THE COMPANY PRESIDENT.

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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 $113,030

Program Service Revenue $514,924

Investment Income $218,889

Other Revenue $12,088

TOTAL REVENUE $858,931

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $522,554

Other Expenses $753,992

TOTAL EXPENSES $753,992

Year-over-Year Comparison

	2024	2023	Change
Revenue	$858,931	$662,315	+0.3%
Expenses	$753,992	$753,436	+0.0%
Net Income	$104,939	$-91,121	-2.2%

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

$189,388

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG PACE	CHAIR	1.00	Officer Director	$0	$0	$0
JOHN BETTS	DIRECTOR	1.00	Director	$0	$0	$0
LOREN BROWN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE CRIDER-PRIDEMORE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID PERETTO	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN PESTA	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW PIDA	DIRECTOR	1.00	Director	$0	$0	$0
TROY SHOCKLEY	DIRECTOR	1.00	Director	$0	$0	$0
LAURA KNEEDLER	PRESIDENT/CEO	5.00	Officer	$0	$3,205	$82,028
GIA BRADLEY	VP ADMIN & FINANCE (TERMED 6.25)	10.00	Officer	$0	$10,491	$107,360

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	$858,931	$753,992	$12,968,606	$104,939
2024	$662,315	$753,436	$12,532,596	$-91,121
2023	$958,595	$748,767	$12,250,611	$209,828
2022	$1,372,445	$743,233	$11,848,387	$629,212
2021	$704,619	$678,234	$12,851,340	$26,385
2020	$1,587,349	$704,046	$11,981,206	$883,303
2019	$883,641	$846,757	$11,200,973	$36,884
2018	$1,271,384	$656,506	$11,233,574	$614,878