REGIONAL WEST HEALTH SERVICES & AFFILIATE (EIN 470658690) - 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

NED RESCH

Phone

3086301111

Tax Period

2024-01-01 to 2024-12-31

REGIONAL WEST HEALTH SERVICES & AFFILIATE, founded in 1982, is a mid-sized nonprofit that reported $16.3M in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $5.5M, a strong 34% operating margin.

Mission

SELF FUNDED EMPLOYEE BENEFIT PLAN.

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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 $0

Program Service Revenue $16,299,728

Investment Income $0

Other Revenue $0

TOTAL REVENUE $16,299,728

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $379,402

TOTAL EXPENSES $10,781,102

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,299,728	$29,314,135	-0.4%
Expenses	$10,781,102	$29,949,397	-0.6%
Net Income	$5,518,626	$-635,262	-9.7%

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

$947,921

Total Directors

$2,191,559

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRADLEY HERTZLER	DIRECTOR	1.00	Director	$0	$67,234	$917,499
JEFFREY SALISBURY	DIRECTOR	1.00	Director	$0	$67,087	$663,123
TROY DEAN	DIRECTOR	1.00	Director	$0	$63,728	$610,937
JIM TRUMBULL	CHAIR	1.00	Officer Director	$0	$0	$0
SETH COVALT	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN ESCAMILLA	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS HADDEN	DIRECTOR	1.00	Director	$0	$0	$0
HOD KOSMAN	DIRECTOR	1.00	Director	$0	$0	$0
MATT LARSEN	DIRECTOR	1.00	Director	$0	$0	$0
KATY REICHERT	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MASSEY	DIRECTOR	1.00	Director	$0	$0	$0
RANDALL WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL YUNG MD	DIRECTOR THRU 3/2024	1.00	Director	$0	$0	$0
MEL MCNEA	CEO/PRESIDENT	1.00	Officer	$0	$26,640	$432,370
JEANNE MCKERRIGAN	CFO/TREASURER	1.00	Officer	$0	$50,621	$280,998
MELODY BIBB	SECRETARY	1.00	Officer	$0	$51,942	$141,005
ALAN TOWNSEND	INTERIM CFO/TREASURER THRU 2/2024	1.00	Officer	$93,548	$0	$93,548

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	$16,299,728	$10,781,102	$978,492	$5,518,626
2023	$29,314,135	$29,949,397	$818,855	$-635,262
2022	$18,990,184	$28,131,972	$1,700,063	$-9,141,788
2021	$34,323,197	$31,592,136	$5,369,125	$2,731,061
2020	$29,149,871	$32,409,502	$2,156,496	$-3,259,631
2019	$33,220,132	$35,557,068	$1,668,438	$-2,336,936
2018	$31,420,024	$29,098,343	$3,827,866	$2,321,681

REGIONAL WEST HEALTH SERVICES & AFFILIATE