L-O WESTHAVEN INC

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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

1992

Legal Domicile

Principal Officer

BLEECKER P SEAMAN III

Phone

8002614481

Tax Period

2019-01-01 to 2019-12-31

Mission

ACQUISITION, OWNERSHIP, AND OPERATION OF REAL PROPERTY IN ORDER TO MAXIMIZE THE INVESTMENT RETURN OF THE PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO.

Program Service Accomplishments

Program 1

INCOME RELATES TO THE ORGANIZATION'S EXEMPT PURPOSE OF ACQUIRING, OWNING, AND OPERATING REAL PROPERTIES.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,017

TOTAL EXPENSES $3,017

Year-over-Year Comparison

	2019	2018	Change
Revenue	N/A	$907	-1.0%
Expenses	$3,017	$2,831	+0.1%
Net Income	N/A	$-1,924	N/A

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
BLEECKER P SEAMAN II	DIRECTOR/CEO/PRESIDENT	0.25	Officer Director	$0	$0	$0
BRADFORD W HOWE	DIRECTOR	0.25	Director	$0	$0	$0
KERRI A O' NEILL	DIRECTOR/SENIOR VICE PRESIDENT	0.25	Officer	$0	$0	$0
JEREMY J IACCINO	V.P. / TREASURER	0.25	Officer	$0	$0	$0
CHRISTOPHER W BOLLING	VICE PRESIDENT	0.25	Officer	$0	$0	$0
DONA L TANAKA	AVP / SECRETARY	0.25	Officer	$0	$0	$0
MATTHEW MASON	VICE PRESIDENT	0.25	Officer	$0	$0	$0
RUSSELL D MUNN	SENIOR VICE PRESIDENT	0.25	Officer	$0	$0	$0
ALICIA FERNANDES	VICE PRESIDENT	0.25	Officer	$0	$0	$0
CHRIS MILLER	VICE PRESIDENT	0.25	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
2019	No data	$3,017	$11,745,787	No data
2018	$907	$2,831	$11,748,804	$-1,924