GEORGE WEST MENTAL HEALTH FOUNDATION INC (EIN 581489941) - 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

ELIZABETH E FINNERTY

Phone

4043158333

Tax Period

2025-01-01 to 2025-12-31

GEORGE WEST MENTAL HEALTH FOUNDATION INC, founded in 1982, is a mid-sized nonprofit in the Mental Health sector that reported $31.8M in total revenue in fiscal year 2025. Net assets of $100.5M represent 38 months of operating reserves.

Mission

SKYLAND TRAIL INSPIRES PEOPLE WITH MENTAL ILLNESS TO THRIVE THROUGH A HOLISTIC PROGRAM OF EVIDENCE-BASED PSYCHIATRIC TREATMENT, INTEGRATED MEDICAL CARE, RESEARCH, AND EDUCATION.

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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 (2025)

Revenue Breakdown

Contributions & Grants $4,257,903

Program Service Revenue $26,430,262

Investment Income $870,550

Other Revenue $241,279

TOTAL REVENUE $31,799,994

Expense Breakdown

Grants Paid $2,101,390

Salaries & Benefits $22,051,350

Fundraising Expenses $888,089

Program Expenses $24,908,063

Other Expenses $7,570,383

TOTAL EXPENSES $31,723,123

Year-over-Year Comparison

	2025	2024	Change
Revenue	$31,799,994	$30,442,547	+0.0%
Expenses	$31,723,123	$31,244,519	+0.0%
Net Income	$76,871	$-801,972	-1.1%

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

324

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

$1,070,010

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRED STURGIS	TREASURER	2.00	Officer Director	$0	$0	$0
LESLIE WIERMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
MARK W TIPTON	IMMEDIATE PAST CHAIRMAN	1.00	Officer Director	$0	$0	$0
PATTY REID	VICE CHAIR	2.00	Officer Director	$0	$0	$0
TY SMITH	CHAIRMAN	2.00	Officer Director	$0	$0	$0
ROBERT WYNNE JR	BOARD MEMBER	1.00	Director	$0	$0	$0
RAND GLENN HAGEN	BOARD MEMBER	1.00	Director	$0	$0	$0
REV JOANNA ADAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM BELL	BOARD MEMBER	1.00	Director	$0	$0	$0
SHARMILA PRABHU	BOARD MEMBER	1.00	Director	$0	$0	$0
TIMOTHY JEFFERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM KERR	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM MCDONALD MD	BOARD MEMBER	1.00	Director	$0	$0	$0
ARJUN SRINIVASAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LIZ BLAKE	BOARD MEMBER	1.00	Director	$0	$0	$0
BROOKS BARGE	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA ROLLINS	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY S MUIR	BOARD MEMBER	1.00	Director	$0	$0	$0
CINDY FERGUSON	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM STENGEL	BOARD MEMBER	1.00	Director	$0	$0	$0
KIT BOWLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
LARRY CONNOLLY	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH KLUMP	BOARD MEMBER	1.00	Director	$0	$0	$0
VALERIE LOVE	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA MONTAG	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE MOODY	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH E FINNERTY	PRESIDENT/CEO	40.00	Officer	$502,936	$24,033	$526,969
STACEY DEWEESE	COO	40.00	Officer	$261,138	$46,211	$307,349
MARY BLUMSTEIN	VICE PRESIDENT OF FINANCE	40.00	Officer	$190,652	$45,040	$235,692
STEFAN ROUTT	PHYSICIAN	40.00	Highest	$253,756	$0	$253,756
BELINDA MONTOYA	PHYSICIAN	40.00	Highest	$313,581	$20,748	$334,329
BEN HUNTER	CMO	40.00	Highest	$372,433	$24,132	$396,565
COLIN MURPHY	PHYSICIAN	40.00	Highest	$274,714	$18,240	$292,954
ADAM MEADOWS	PHYSICIAN	40.00	Highest	$318,347	$43,829	$362,176

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	$31,799,994	$31,723,123	$104,157,163	$76,871
2024	$30,442,547	$31,244,519	$101,867,785	$-801,972
2023	$48,083,929	$29,738,389	$101,878,415	$18,345,540
2022	$30,936,785	$27,569,765	$82,384,103	$3,367,020
2021	$27,350,526	$23,976,615	$80,821,604	$3,373,911
2020	$20,198,098	$21,602,583	$76,526,108	$-1,404,485
2019	$21,105,117	$18,347,222	$77,724,846	$2,757,895
2018	$25,234,637	$15,799,886	$73,343,083	$9,434,751

GEORGE WEST MENTAL HEALTH FOUNDATION INC