JAMES L WEST PRESBYTERIAN SPECIAL … - Form 990 Financial Data

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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

1993

Legal Domicile

Principal Officer

CHERYL HARDING

Phone

8178771199

Tax Period

2024-07-01 to 2025-06-30

JAMES L WEST PRESBYTERIAN SPECIAL CARE CENTER, founded in 1993, is a mid-sized nonprofit in the Human Services sector that reported $17.4M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $16.6M left a modest 4% surplus.

Mission

JAMES L. WEST IS A FAITH INSPIRED, NOT-FOR-PROFIT ORGANIZATION SERVING PERSONS IMPACTED BY DEMENTIA. AS A TRUSTED EXPERT, WE PROVIDE PERSONALIZED, INNOVATIVE CARE AND SUPPORT FOR FAMILIES, AS WELL AS SPECIALIZED EDUCATION FOR CAREGIVERS, HEALTHCARE PROFESSIONALS AND THE COMMUNITY AT LARGE.

Program Service Accomplishments

Program 1

Expenses: $15,173,514 Revenue: $15,519,527

THE JAMES L WEST PRESBYTERIAN SPECIAL CARE CENTER PROVIDES SUPPORT AND SERVICES TO THOSE LIVING WITH ALZHEIMER'S AND DEMENTIA-RELATED DISEASES AS WELL AS THEIR CAREGIVER(S). THE JAMES L. WEST TEAM...

THE JAMES L WEST PRESBYTERIAN SPECIAL CARE CENTER PROVIDES SUPPORT AND SERVICES TO THOSE LIVING WITH ALZHEIMER'S AND DEMENTIA-RELATED DISEASES AS WELL AS THEIR CAREGIVER(S). THE JAMES L. WEST TEAM OFFERS HELP AND HOPE FOR THOSE ALREADY AFFECTED BY DEMENTIA AND FOR THOSE WHO MAY BE AFFECTED IN THE FUTURE THROUGH LONG-TERM RESIDENTIAL CARE, SHORT-TERM RESPITE CARE, SENIOR DAY PROGRAM, SPECIALIZED SHORT-TERM REHABILITATION AND FREE DEMENTIA AND CAREGIVER EDUCATION CLASSES OFFERED IN BOTH ENGLISH AND SPANISH. IN ADDITION, OUR RESIDENTIAL CARE SETTING AND DAY PROGRAM SERVE AS A TRAINING GROUND FOR OVER 25 ACADEMIC INSTITUTIONS FOR A VARIETY OF HEALTHCARE PROFESSIONS FROM ENTRY LEVEL PROGRAMS TO TWO MEDICAL SCHOOL RESIDENCY PROGRAMS.

Program 2

Expenses: $541,890 Revenue: $16,870

THE JAMES L. WEST PRESBYTERIAN SPECIAL CARE CENTER PROVIDES FREE SUPPORT DELIVERED THROUGH IN-PERSON AND VIRTUAL EDUCATION, PROFESSIONAL CONTINUING EDUCATION, ON-DEMAND VIDEO ACCESS, DOWNLOADABLE...

THE JAMES L. WEST PRESBYTERIAN SPECIAL CARE CENTER PROVIDES FREE SUPPORT DELIVERED THROUGH IN-PERSON AND VIRTUAL EDUCATION, PROFESSIONAL CONTINUING EDUCATION, ON-DEMAND VIDEO ACCESS, DOWNLOADABLE CAREGIVER GUIDES, ONE-ON-ONE CAREGIVER COUNSELING, BLOGS FOR FAMILIES AND THE COMMUNITY, AND FACILITATED SUPPORT GROUPS. DIGITAL RESOURCES AND VIDEOS ARE AVAILABLE 24 HOURS A DAY EXTENDING THE CENTER'S REACH TO CAREGIVING FAMILIES AND PROFESSIONALS ACROSS THE STATE OF TEXAS, MULTIPLE OTHER STATES AND INTERNATIONALLY. THESE ONLINE MATERIALS ARE FREQUENTLY SHARED WITH EXTENDED FAMILY MEMBERS AND COMMUNITY NETWORKS, EXPANDING IMPACT BEYOND MEASURABLE PARTICIPATION. (CONTINUED ON SCHEDULE O)THE CENTER'S BILINGUAL CAREGIVER EDUCATION PROGRAM IMPROVES ACCESS FOR AN UNDERSERVED POPULATION THROUGH CULTURALLY RESPONSIVE DEMENTIA EDUCATION AND BRAIN HEALTH TRAINING. DURING THE 2024-2025 FISCAL YEAR, THE CENTER DELIVERED 164 LIVE EDUCATION CLASSES REACHING 7,623 FAMILY CAREGIVERS AND COMMUNITY MEMBERS INCLUDING BILINGUAL PROGRAMMING, AND 1,813 HEALTHCARE PROFESSIONALS AND STUDENTS. IN ADDITION, THE WEST CENTER OFFERS TWO WEEKLY AND ONE MONTHLY SUPPORT GROUPS THAT AVERAGE 214 MEMBERS PER MONTH.

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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 $1,458,334

Program Service Revenue $15,536,397

Investment Income $5,003

Other Revenue $364,045

TOTAL REVENUE $17,363,779

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,082,200

Fundraising Expenses $214,666

Program Expenses $15,715,404

Other Expenses $5,563,961

TOTAL EXPENSES $16,646,161

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,363,779	$13,961,970	+0.2%
Expenses	$16,646,161	$15,390,318	+0.1%
Net Income	$717,618	$-1,428,348	-1.5%

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

313

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

$377,300

Total Directors

Key Employees

$163,640

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY PATYK	CHAIR	5.00	Officer Director	$0	$0	$0
ROGER YANDELL	CHAIR ELECT	3.00	Officer Director	$0	$0	$0
JAY SHELLUM	TREASURER	3.00	Officer Director	$0	$0	$0
RACHEL MARKER	SECRETARY	1.00	Officer Director	$0	$0	$0
KIRK DRIVER	IMMEDIATE PAST CHAIR	5.00	Director	$0	$0	$0
MICHAEL ANNIS	DIRECTOR(TERM END 12/2024)	1.00	Director	$0	$0	$0
JONATHAN BERRY	DIRECTOR(AS OF 1/1/25)	1.00	Director	$0	$0	$0
BRENDA BEVERIDGE	DIRECTOR	1.00	Director	$0	$0	$0
EVA BONILLA	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK BORER	DIRECTOR(AS OF 1/1/25)	1.00	Director	$0	$0	$0
JAMES EMMONS	DIRECTOR(AS OF 1/1/25)	1.00	Director	$0	$0	$0
KATHLEEN HICKS	DIRECTOR	1.00	Director	$0	$0	$0
RANDALL JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA JONES	DIRECTOR	1.00	Director	$0	$0	$0
JACOB JUBA	DIRECTOR	1.00	Director	$0	$0	$0
AMY NORMAND	DIRECTOR(AS OF 1/1/25)	1.00	Director	$0	$0	$0
BEVERLY POWELL	DIRECTOR(AS OF 1/1/25)	1.00	Director	$0	$0	$0
KAREN SCHRODER	DIRECTOR(TERM END 12/2024)	1.00	Director	$0	$0	$0
MICHAEL WASCHEVSKI	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL HARDING	PRESIDENT AND CEO	36.00	Officer	$271,484	$13,323	$284,807
CAROLE GRAHAM	CONTROLLER	38.00	Officer	$85,880	$6,613	$92,493
CATHERINE BROWN	CHIEF STATEGY OFFICER	38.00	Key Emp	$157,675	$5,965	$163,640
TAMI FITGERALD	HEALTHCARE ADMINISTRATOR	40.00	Highest	$144,126	$16,147	$160,273
TANISHA MANUEL	DIRECTOR OF NURSING	40.00	Highest	$134,899	$10,968	$145,867
MARY SEVIDEZM	LVN NURSE	40.00	Highest	$116,176	$8,820	$124,996
KRISTIE BOILES	VP OF HUMAN RESOURCES	40.00	Highest	$109,573	$8,527	$118,100
MARY MADISON SEWELL	SPEECH THERAPIST	40.00	Highest	$100,447	$8,527	$108,974

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	$17,363,779	$16,646,161	$15,619,420	$717,618
2024	$13,961,970	$15,390,318	$15,188,798	$-1,428,348
2023	$13,012,238	$14,377,925	$15,619,496	$-1,365,687
2022	$14,979,324	$13,383,233	$17,005,223	$1,596,091
2021	$11,986,456	$12,442,619	$13,990,432	$-456,163
2020	$11,755,736	$11,730,042	$15,006,440	$25,694
2019	$10,226,780	$10,644,511	$14,953,871	$-417,731
2018	$7,845,896	$9,201,931	$15,507,242	$-1,356,035

JAMES L WEST PRESBYTERIAN SPECIAL CARE CENTER