WEST MONT (EIN 810402506) - 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

1972

Legal Domicile

Principal Officer

DAVID PERETTO

Phone

4064473100

Tax Period

2024-07-01 to 2025-06-30

WEST MONT, founded in 1972, is a mid-sized nonprofit in the Mental Health sector that reported $10.7M in total revenue in fiscal year 2024.

Mission

WEST MONT EMPOWERS INDIVIDUALS WITH DISABILITIES TO SUCCEED BY PROMOTING DIGNITY, ABILITY, AND INDEPENDENCE THROUGH INNOVATIVE PROGRAMS, PARTNERSHIPS, AND PROMOTING INCLUSION IN ALL FACETS OF THE 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 $17,132

Program Service Revenue $10,250,613

Investment Income $20,121

Other Revenue $454,360

TOTAL REVENUE $10,742,226

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,785,648

Fundraising Expenses $0

Program Expenses $8,060,557

Other Expenses $1,801,074

TOTAL EXPENSES $10,586,722

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,742,226	$10,125,129	+0.1%
Expenses	$10,586,722	$10,386,683	+0.0%
Net Income	$155,504	$-261,554	-1.6%

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

350

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

$189,388

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID PERETTO	CHAIR	1.00	Officer Director	$0	$0	$0
BRANDON BOKA	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN GILBOY	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA LIPETSKY	DIRECTOR	1.00	Director	$0	$0	$0
NANCY NIELSEN	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
LAURA KNEEDLER	PRESIDENT & CEO	40.00	Officer	$78,823	$3,205	$82,028
GIA BRADLEY	VP ADMIN & FINANCE (TERMED 6.25)	30.00	Officer	$96,869	$10,491	$107,360

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	$10,742,226	$10,586,722	$4,934,783	$155,504
2024	$10,125,129	$10,386,683	$5,247,347	$-261,554
2023	$8,954,863	$9,250,723	$5,102,554	$-295,860
2022	$9,031,151	$9,024,356	$4,017,564	$6,795
2021	$9,770,314	$8,411,098	$4,065,784	$1,359,216
2020	$8,656,018	$9,007,553	$3,878,718	$-351,535
2019	$8,066,885	$7,785,763	$3,253,212	$281,122
2018	$6,902,320	$6,953,520	$2,463,675	$-51,200

WEST MONT