WESTMINSTER SHORES INC (EIN 590714826) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

JENNIFER MARTENS

Phone

4078395050

Tax Period

2024-04-01 to 2025-03-31

WESTMINSTER SHORES INC, founded in 1977, is a mid-sized nonprofit in the Human Services sector that reported $22.7M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

WESTMINSTER SHORES, INC. IS A CHURCH RELATED, NON-PROFIT COMMUNITY SERVICE ORGANIZATION DEDICATED AND COMMITTED TO PROVIDING SERVICES FOR OLDER ADULTS AND PERSONS WITH SPECIAL NEEDS BY CREATING AND PRESERVING AN EXCELLENT RESIDENTIAL AND HEALTH CARE COMMUNITY PROMOTING WELLNESS AND ENCOURAGING ACTIVE AND HEALTHY LIFESTYLE CHOICES. WESTMINSTER SHORES, INC. BELIEVES IN AND IS COMMITTED TO HONORING EACH PERSON'S DIGNITY, RIGHTS, SELF-RESPECT AND INDEPENDENCE. WESTMINSTER SHORES, INC. IS COMMITTED TO A PROGRAM OF STEWARDSHIP THAT RECOGNIZES ITS RESPONSIBILITY TO USE ITS RESOURCES WELL.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $251,556

Program Service Revenue $21,439,587

Investment Income $871,474

Other Revenue $125,136

TOTAL REVENUE $22,687,753

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,924,227

Fundraising Expenses $97,930

Program Expenses $18,205,298

Other Expenses $17,746,256

TOTAL EXPENSES $22,670,483

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,687,753	$19,195,467	+0.2%
Expenses	$22,670,483	$19,126,143	+0.2%
Net Income	$17,270	$69,324	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

117

Volunteers

138

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

$2,907,444

Total Directors

$2,226,309

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONALD DODDRIDGE	CHAIRMAN	N/A	Officer Director	$0	$0	$0
JOHN HILLENMEYER	CHAIRMAN	N/A	Officer Director	$0	$0	$0
TERENCE ROGERS	CEO/PRESIDEN	N/A	Officer Director	$0	$33,597	$1,209,980
HENRY T KEITH	CEO/PRESIDEN	N/A	Officer Director	$0	$32,133	$714,829
HENRY T KEITH	CFO/TREASUR/	N/A	Officer Director	$0	$0	$0
GARRY HENNIS	COO/EXECUTIV	N/A	Officer	$0	$32,799	$681,135
JENNIFER MARTENS	CFO/TREASUR/	N/A	Officer Director	$0	$26,215	$301,500
MEGAN FAUBEL	SECRETARY	N/A	Officer	$0	$0	$0
DIANA RAKOCZY	DIRECTOR OF	40.00	Highest	$134,442	$8,422	$142,864
BRIAN MCAULIFFE	DINING SERVI	40.00	Highest	$131,686	$13,855	$145,541
APICHAT CHAWAWITHAYAPHINYO	CHEF	40.00	Highest	$121,029	$959	$121,988
KELLY REYES	PHYSICAL THE	40.00	Highest	$116,054	$13,816	$129,870
GREGORY BIRK	DIR OF MAINT	40.00	Highest	$109,699	$15,538	$125,237

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	$22,687,753	$22,670,483	$85,631,715	$17,270
2024	$19,195,467	$19,126,143	$89,843,848	$69,324
2023	$16,572,514	$18,711,697	$91,332,970	$-2,139,183
2022	$14,266,347	$14,810,763	$96,015,943	$-544,416
2021	$12,876,876	$12,552,495	$87,374,727	$324,381
2020	$12,132,060	$14,687,978	$67,980,195	$-2,555,918
2019	$11,891,143	$13,286,388	$69,586,210	$-1,395,245
2018	$11,637,691	$13,350,321	$70,809,341	$-1,712,630

WESTMINSTER SHORES INC