Westminster Manor of San Diego Inc (EIN 472064997) - 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

1971

Legal Domicile

Principal Officer

Jim Stark

Phone

6194174683

Tax Period

2023-01-01 to 2023-12-31

Westminster Manor of San Diego Inc, founded in 1971, is a community nonprofit in the Housing & Shelter sector that reported $1.3M in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $1.1M, a strong 83% operating margin.

Mission

To provide housing to low income and handicapped senior citizens.

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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 $0

Program Service Revenue $220,000

Investment Income $1,095,026

Other Revenue $5,780

TOTAL REVENUE $1,320,806

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $105,750

Other Expenses $120,985

TOTAL EXPENSES $220,985

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,320,806	$1,464,462	-0.1%
Expenses	$220,985	$431,708	-0.5%
Net Income	$1,099,821	$1,032,754	+0.1%

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

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
MrBruce Menser	Vice President	5.00	Officer Director	$0	$0	$0
Mr Chris Crockett	Treasurer	5.00	Officer Director	$0	$0	$0
Ms Janice Raymond	Secretary	5.00	Officer Director	$0	$0	$0
Mr James Stark	President	5.00	Officer Director	$0	$0	$0
Mr Frank Young	Director	2.00	Director	$0	$0	$0
Mr John Davis	Director	2.00	Director	$0	$0	$0
Ms Judy Palm	Director	2.00	Director	$0	$0	$0
Ms Rebecca Flietstra	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
2024	No data	No data	No data	No data
2023	$1,320,806	$220,985	$42,055,840	$1,099,821
2022	$1,464,462	$431,708	$39,033,451	$1,032,754
2021	$2,201,467	$319,002	$40,968,505	$1,882,465
2020	$1,680,525	$201,789	$38,425,484	$1,478,736
2019	$1,296,748	$160,105	$35,876,859	$1,136,643
2018	$1,098,511	$108,110	$33,108,685	$990,401

Westminster Manor of San Diego Inc