GARY AND MARY WEST SENIOR SERVICES INC

EIN: 820635784 501(c)(3) Health Care

SAN MARCOS, CA

Total Revenue
$47,326,536
Total Expenses
$46,424,952
Total Assets
$17,584,543
Net Assets
$10,684,456
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
DE
Principal Officer
TIMOTHY LASH
Phone
7602802230
Tax Period
2024-01-01 to 2024-12-31

GARY AND MARY WEST SENIOR SERVICES INC, founded in 2017, is a mid-sized nonprofit in the Health Care sector that reported $47.3M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF THE ORGANIZATION IS TO OPERATE A PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY ("PACE") TO PROVIDE COMPREHENSIVE MEDICAL AND SOCIAL SERVICES IN ORDER TO ENABLE SENIORS TO LIVE IN THEIR COMMUNITIES AS INDEPENDENTLY AS POSSIBLE.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $287,430
Program Service Revenue $46,991,369
Investment Income $0
Other Revenue $47,737
TOTAL REVENUE $47,326,536

Expense Breakdown

Grants Paid $0
Salaries & Benefits $11,262,921
Fundraising Expenses $0
Program Expenses $44,611,069
Other Expenses $35,162,031
TOTAL EXPENSES $46,424,952

Year-over-Year Comparison

2024 2023 Change
Revenue $47,326,536 $41,352,647 +0.1%
Expenses $46,424,952 $44,002,136 +0.1%
Net Income $901,584 $-2,649,489 -1.3%
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

Sign In

Governance

Voting Members
6
Independent Members
6
Employees
160
Volunteers
6

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
4
$324,624
Total Directors
6
$0
Key Employees
5
$1,167,450
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHAEL M CAPONETTO CHAIRMAN/DIRECTOR 5.00
Officer Director
$0 $0 $0
TIMOTHY LASH OFFICER/PRESIDENT 5.00
Officer Director
$0 $0 $0
JON ZIFFERBLATT TREASURER/SECRETARY 5.00
Officer Director
$0 $0 $0
DR ZIA AGHA DIRECTOR 5.00
Director
$0 $0 $0
CHARLES V SEDERSTROM DIRECTOR 5.00
Director
$0 $0 $0
PAMELA B SMITH DIRECTOR 5.00
Director
$0 $0 $0
RENATA R SMITH EXECUTIVE DIRECTOR 40.00
Officer
$297,306 $27,318 $324,624
NEHA JAIN SAMPATH MEDICAL DIRECTOR 40.00
Key Emp
$345,906 $24,280 $370,186
OFRA PAZ STRATEGIC NETWORK DIRECTOR 40.00
Key Emp
$207,900 $16,055 $223,955
SAMAR HIREISH CLINICAL SERVICES DIRECTOR 40.00
Key Emp
$185,170 $15,982 $201,152
MELANIE CLARK HR DIRECTOR 40.00
Key Emp
$169,715 $21,184 $190,899
KANNAMMA KANNAN QUALITY IMPROVEMENT & COMPLIANCE DIRECTOR 40.00
Key Emp
$164,976 $16,282 $181,258
KARI L WESTENHAVER NURSE PRACTITIONER 40.00
Highest
$152,389 $15,923 $168,312
CAITLIN BRICKMAN LEACH NURSE PRACTITIONER 40.00
Highest
$148,057 $14,629 $162,686
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
2024 $47,326,536 $46,424,952 $17,584,543 $901,584
2023 $41,352,647 $44,002,136 $14,440,351 $-2,649,489
2022 $30,042,325 $26,666,315 $16,575,539 $3,376,010
2021 $19,915,431 $16,683,243 $11,843,166 $3,232,188
2020 $10,542,463 $10,703,395 $7,378,666 $-160,932
2019 $2,994,376 $3,752,844 $6,747,749 $-758,468
2018 $4,617,000 $1,799,230 $7,080,367 $2,817,770
Explore More Nonprofits
Top 100 Nonprofits in California Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare GARY AND MARY WEST SENIOR SERVICES INC with other nonprofits in California and across the country.