West Marin Senior Services (EIN 510192320) - 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

1976

Legal Domicile

Phone

4156638148

Tax Period

2024-07-01 to 2025-06-30

West Marin Senior Services, founded in 1976, is a community nonprofit in the Human Services sector that reported $2.4M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $607K, a strong 25% operating margin.

Mission

OUR MISSION IS TO TO HELP SENIORS LIVE SAFELY AND WITH DIGNITY IN OUR COMMUNITY. WE PROVIDE IN-HOME SUPPORT, ASSISTED LIVING, AND COMMUNITY SERVICES THAT FOSTER INDEPENDENCE AND PARTICIPATION IN OUR COMMUNITY.

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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 $1,591,817

Program Service Revenue $640,139

Investment Income $183,078

Other Revenue $0

TOTAL REVENUE $2,415,034

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,368,772

Fundraising Expenses $169,647

Program Expenses $1,322,424

Other Expenses $439,505

TOTAL EXPENSES $1,808,277

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,415,034	$1,894,153	+0.3%
Expenses	$1,808,277	$1,693,618	+0.1%
Net Income	$606,757	$200,535	+2.0%

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

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

$138,271

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Leah Light	President	4.00	Officer Director	$0	$0	$0
Everett Bassett	Vice President	3.00	Officer Director	$0	$0	$0
Steven Sicher	Treasurer	3.00	Officer Director	$0	$0	$0
Barbara MacDonald	Secretary	3.00	Officer Director	$0	$0	$0
Chris Longaker	Board Member	3.00	Director	$0	$0	$0
Dru ONeill	Board Member	3.00	Director	$0	$0	$0
Lenore Arnoux	Board Member	3.00	Director	$0	$0	$0
Nora Goodfriend-Koven	Board Member	3.00	Director	$0	$0	$0
Maurice A Schwartz	Executive Director	40.00	Officer	$105,064	$0	$105,064
Connie Mart	CFO	40.00	Officer	$33,207	$0	$33,207

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	$2,415,034	$1,808,277	$3,434,321	$606,757
2024	$1,894,153	$1,693,618	$2,831,543	$200,535
2023	$1,857,395	$1,692,983	$2,799,290	$164,412
2023	$1,939,443	$1,655,002	$2,677,461	$284,441
2022	$1,675,323	$1,496,512	$2,470,101	$178,811
2021	$1,650,207	$1,457,440	$2,333,993	$192,767
2021	$1,683,483	$1,435,941	$2,084,862	$247,542
2020	$1,563,956	$1,307,682	$1,978,535	$256,274
2019	$1,563,081	$1,265,382	$1,538,312	$297,699
2018	$1,064,359	$1,261,567	$1,271,621	$-197,208

West Marin Senior Services