Westmont Counseling Center (EIN 821236510) - 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

2017

Legal Domicile

Principal Officer

Joel McLafferty

Phone

3235310565

Tax Period

2024-07-01 to 2025-06-30

Westmont Counseling Center, founded in 2017, is a small nonprofit that reported $840K in total revenue in fiscal year 2024. Revenue surged 69% from the prior year, signaling strong growth momentum. The organization ran a surplus of $211K, a strong 25% operating margin.

Mission

Community Mental Health Clinic

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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 $374,387

Program Service Revenue $462,261

Investment Income $3,031

Other Revenue $0

TOTAL REVENUE $839,679

Expense Breakdown

Grants Paid $0

Salaries & Benefits $469,510

Fundraising Expenses $14,023

Program Expenses $390,577

Other Expenses $149,403

TOTAL EXPENSES $628,813

Year-over-Year Comparison

	2024	2023	Change
Revenue	$839,679	$496,999	+0.7%
Expenses	$628,813	$660,898	0.0%
Net Income	$210,866	$-163,899	-2.3%

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

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

$78,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joel McLafferty	Executive Dir.	40.00	Officer	$78,000	$0	$78,000
Lynda Anderson	Chairman	1.00	Officer Director	$0	$0	$0
Leslie Lopez	Treasurer	1.00	Officer Director	$0	$0	$0
Ray Santamaria	Secretary	1.00	Officer Director	$0	$0	$0
Hattie McFrazier	Director	1.00	Director	$0	$0	$0
Angelique Poisson	Director	1.00	Director	$0	$0	$0
Nancy Tallerino	Director	1.00	Director	$0	$0	$0

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	$839,679	$628,813	$314,246	$210,866
2024	$496,999	$660,898	$104,194	$-163,899
2023	$649,206	$522,506	$270,143	$126,700
2022	$331,603	$255,371	$154,791	$76,232
2022	$383,926	$251,300	No data	$132,626

Westmont Counseling Center