WEST BAY COMMUNITY CHARITABLE FOUNDATION (EIN 471584850) - 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

2014

Legal Domicile

Principal Officer

TERRI ALVATOR

Phone

6304762242

Tax Period

2024-07-01 to 2025-06-30

WEST BAY COMMUNITY CHARITABLE FOUNDATION, founded in 2014, is a small nonprofit in the Human Services sector that reported $442K in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. Expenses of $401K left a modest 9% surplus.

Mission

TO SUPPORT UNDERSERVED COMMUNITIES IN LEE & COLLIER COUNTIES THROUGH GRANTS FOR SHELTERS, EDUCATION, AND CHARITIES.

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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 $438,762

Program Service Revenue $0

Investment Income $2,875

Other Revenue $416

TOTAL REVENUE $442,053

Expense Breakdown

Grants Paid $391,745

Salaries & Benefits $0

Fundraising Expenses $537

Program Expenses $396,457

Other Expenses $9,423

TOTAL EXPENSES $401,168

Year-over-Year Comparison

	2024	2023	Change
Revenue	$442,053	$297,643	+0.5%
Expenses	$401,168	$308,397	+0.3%
Net Income	$40,885	$-10,754	-4.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH BRUETSCHE	CO-PRESIDENT	3.00	Officer Director	$0	$0	$0
LYNN LIDDLE	CO-PRESIDENT	3.00	Officer Director	$0	$0	$0
TERRI ALVATOR	TREASURER	3.00	Officer Director	$0	$0	$0
LARRY MARIASAS	SECRETARY	2.00	Officer Director	$0	$0	$0
DEBRA BAKER	DIRECTOR	2.00	Director	$0	$0	$0
ALLISON COOKSLEY	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA GARCIA	DIRECTOR	2.00	Director	$0	$0	$0
JACK KLUES	DIRECTOR	2.00	Director	$0	$0	$0
AMY LYTLE	DIRECTOR	2.00	Director	$0	$0	$0
STEVE PIERSON	DIRECTOR	2.00	Director	$0	$0	$0
JOY WHANN	DIRECTOR	2.00	Director	$0	$0	$0
LYN ZURBRIGG	DIRECTOR	2.00	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	$442,053	$401,168	$88,589	$40,885
2024	$297,643	$308,397	$47,704	$-10,754
2023	$291,777	$263,518	$58,458	$28,259
2022	$207,831	$234,851	$30,199	$-27,020
2021	$216,542	$204,542	$57,219	$12,000

WEST BAY COMMUNITY CHARITABLE FOUNDATION