BST SENIOR LIVING WEST INC (EIN 742310549) - 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

1983

Legal Domicile

Phone

2108386330

Tax Period

2024-07-01 to 2025-06-30

BST SENIOR LIVING WEST INC, founded in 1983, is a mid-sized nonprofit that reported $29.0M in total revenue in fiscal year 2024. Expenses of $25.4M left a modest 12% surplus.

Mission

THE ORGANIZATION IS DEDICATED TO QUALITY RETIREMENT LIVING WITH EMPHASIS ON INDIVIDUAL WELL-BEING.

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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 $225,206

Program Service Revenue $28,713,196

Investment Income $-831

Other Revenue $70,270

TOTAL REVENUE $29,007,841

Expense Breakdown

Grants Paid $132,084

Salaries & Benefits $4,971,197

Fundraising Expenses $0

Program Expenses $25,394,730

Other Expenses $20,305,567

TOTAL EXPENSES $25,408,848

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,007,841	$26,881,206	+0.1%
Expenses	$25,408,848	$24,314,102	+0.0%
Net Income	$3,598,993	$2,567,104	+0.4%

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

187

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

$818,545

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIG GEN CHUCK POTTER	CHAIR - BEG 12/24	2.0	Officer Director	$0	$0	$0
MRS KATHY HOSTAGE	CHAIR - THRU 11/24	2.0	Officer Director	$0	$0	$0
COL JOSH MORAN	DIRECTOR	2.0	Director	$0	$0	$0
COL ROGER HANSEN	DIRECTOR	2.0	Director	$0	$0	$0
MRS HELEN BRYAN	DIRECTOR	2.0	Director	$0	$0	$0
AMY LYONS	CHIEF FINANCIAL OFFICER	2.0	Officer	$0	$1,210	$135,106
HEATHER RANSOM	CHIEF OPERATING OFFICER	2.0	Officer	$0	$1,304	$130,673
LT GEN DARRELL JONES	CHIEF EXECUTIVE OFFICER	2.0	Officer	$0	$3,955	$397,396
ROBERT EVANS	CHIEF HEALTH SERVICES OFFICER - BEG 6/25	2.0	Officer	$0	$0	$0
SARAH MANZKE	CHIEF GROWTH OFFICER - THRU 7/25	2.0	Officer	$0	$1,559	$155,370
ALFREDO CERVERA	SR. MARKETING COUNSELOR	2.0	Highest	$0	$1,037	$117,353
ILENE KITCHENS	SR. MARKETING COUNSELOR	2.0	Highest	$0	$862	$119,418
KENDALL TURTON	DIRECTOR OF HUMAN RESOURCES	2.0	Highest	$0	$1,156	$96,722
LESLIE CISNEROS	SR. MARKETING COUNSELOR	2.0	Highest	$0	$1,078	$160,150
SALLY KELLY-RANK	ADMINISTRATOR, THE MISSION	2.0	Highest	$0	$1,146	$121,653

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	$29,007,841	$25,408,848	$135,359,342	$3,598,993
2024	No data	No data	No data	No data
2023	$29,579,895	$22,019,337	$123,681,024	$7,560,558
2022	$24,712,565	$20,897,193	$117,652,093	$3,815,372
2021	$24,466,156	$19,542,933	$112,083,644	$4,923,223
2020	$22,908,519	$19,043,194	$107,290,095	$3,865,325
2019	$22,213,166	$18,650,823	$102,595,774	$3,562,343
2018	$23,626,928	$17,265,101	$99,076,112	$6,361,827

BST SENIOR LIVING WEST INC