WESTBRIDGE RECOVERY OPPORTUNITY FUND (EIN 823314869) - 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

Principal Officer

ALFRED P WEST

Tax Period

2023-01-01 to 2023-12-31

WESTBRIDGE RECOVERY OPPORTUNITY FUND is a small nonprofit in the Mental Health sector that reported $240K in total revenue in fiscal year 2023. Revenue surged 71% from the prior year, signaling strong growth momentum. Expenses of $510K exceeded revenue, resulting in a 112% operating deficit.

Mission

PROVIDE FINANCIAL ASSISTANCE FOR TREATMENT TO INDIVIDUALS WITH MENTAL ILLNESS AND CO-OCCURING SUBSTANCE USE DISORDER.

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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 (2023)

Revenue Breakdown

Contributions & Grants $234,043

Program Service Revenue $0

Investment Income $0

Other Revenue $6,410

TOTAL REVENUE $240,453

Expense Breakdown

Grants Paid $494,862

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $510,000

Other Expenses $15,138

TOTAL EXPENSES $510,000

Year-over-Year Comparison

	2023	2022	Change
Revenue	$240,453	$140,591	+0.7%
Expenses	$510,000	$627,463	-0.2%
Net Income	$-269,547	$-486,872	-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

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM DORAN	SECRETARY	N/A	Director	$0	$0	$0
FRANK MCKEE	DIRECTOR	N/A	Director	$0	$0	$0
DAVID SCHUSLER	DIRECTOR	N/A	Director	$0	$0	$0
ALFRED P WEST	CHAIRMAN	N/A	Director	$0	$0	$0
LORALEE WEST	VICE CHAIRMA	N/A	Director	$0	$0	$0
PALMER WEST	DIRECTOR	N/A	Director	$0	$0	$0
TERESA GEIB	TREASURER	N/A	Officer	$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
2024	No data	No data	No data	No data
2023	$240,453	$510,000	$273,941	$-269,547
2022	$140,591	$627,463	$678,526	$-486,872
2021	$1,214,711	$649,662	$1,231,436	$565,049
2020	$444,536	$664,793	$542,040	$-220,257
2019	$89,971	$601,020	$836,850	$-511,049

WESTBRIDGE RECOVERY OPPORTUNITY FUND