WESTWARD HEIGHTS (EIN 830243083) - 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

1971

Legal Domicile

Principal Officer

CAITLIN DELBRIDGE

Phone

3073325560

Tax Period

2024-01-01 to 2024-12-31

WESTWARD HEIGHTS, founded in 1971, is a community nonprofit in the Health Care sector that reported $7.6M in total revenue in fiscal year 2024.

Mission

THE ORGANIZATION IS OPERATING AS AN NURSING HOME AND THE MISSION IS TO PROVIDE DIGNITY IN LIFE FOR PEOPLE.

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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 $0

Program Service Revenue $7,569,826

Investment Income $4,194

Other Revenue $71,350

TOTAL REVENUE $7,645,370

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,792,838

Fundraising Expenses $0

Program Expenses $6,874,876

Other Expenses $2,937,201

TOTAL EXPENSES $7,730,039

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,645,370	$7,117,016	+0.1%
Expenses	$7,730,039	$7,292,858	+0.1%
Net Income	$-84,669	$-175,842	-0.5%

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

131

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

$104,125

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAITLIN DELBRIDGE	ADMINISTRATOR	40.00	Officer	$104,125	$0	$104,125
SKY D PHIFER	BOARD MEMBER	0.50	Director	$0	$0	$0
JEFF KIMBER	BOARD MEMBER	0.50	Director	$0	$0	$0
JUSTUS JACOBS	BOARD MEMBER	0.50	Director	$0	$0	$0
AMI VINCENT	BOARD MEMBER	0.50	Director	$0	$0	$0
DEAN MCKEE	DIRECTOR	0.50	Director	$0	$0	$0
AMY SMITH	SECRETARY	0.50	Officer Director	$0	$0	$0
ROBERT NAGY	PRESIDENT	3.00	Officer Director	$0	$0	$0
BECKY PACKER	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
ALEXANDRIA ECHARDT	TREASURER	0.50	Officer 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
2024	$7,645,370	$7,730,039	$10,671,000	$-84,669
2023	$7,117,016	$7,292,858	$10,870,626	$-175,842
2022	$6,600,926	$7,630,224	$10,909,134	$-1,029,298
2021	$8,102,397	$7,826,472	$12,379,958	$275,925
2020	$7,991,085	$7,219,972	$12,619,231	$771,113
2019	$6,433,617	$5,931,741	$9,021,326	$501,876
2018	$6,381,714	$5,834,786	$5,235,693	$546,928

WESTWARD HEIGHTS