THE WEST INC (EIN 860189501) - 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

1964

Legal Domicile

Principal Officer

MARILYN SCHUBERT

Phone

5202991044

Tax Period

2024-05-01 to 2025-04-30

THE WEST INC, founded in 1964, is a small nonprofit that reported $234K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Net assets of $694K represent 36 months of operating reserves.

Mission

PROFITS FROM THE RETAIL STORE, THE WEST, ARE DONATED TO QUALIFYING EXEMPT ORGANIZATIONS UNDER SECTION 501C3 OF THE IRS.

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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 $14,391

Program Service Revenue $0

Investment Income $20

Other Revenue $219,132

TOTAL REVENUE $233,543

Expense Breakdown

Grants Paid $53,363

Salaries & Benefits $34,203

Fundraising Expenses $21,612

Program Expenses $217,414

Other Expenses $149,110

TOTAL EXPENSES $236,676

Year-over-Year Comparison

	2024	2023	Change
Revenue	$233,543	$268,238	-0.1%
Expenses	$236,676	$277,533	-0.1%
Net Income	$-3,133	$-9,295	-0.7%

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

N/A

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
M GRADILLAS	PRESIDENT	7	Officer	$0	$0	$0
EILEEN AIRD	VICE PRESIDENT	8	Officer	$0	$0	$0
V HARPOLD	SECRETARY	1	Officer	$0	$0	$0
M SCHUBERT	TREASURER	18	Officer	$0	$0	$0
P CHRISTENSON	PAST PRESIDENT	1	Director	$0	$0	$0
BRENDA FEE	MEMBER	14	Director	$0	$0	$0
NANCY GALDI	MEMBER	6	Director	$0	$0	$0
A GRODZICKI	MEMBER	17	Director	$0	$0	$0
M HIRSCH	MEMBER	1	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	$233,543	$236,676	$700,857	$-3,133
2024	$268,238	$277,533	$715,528	$-9,295
2023	$486,317	$282,780	$720,292	$203,537
2022	$270,270	$222,079	$516,147	$48,191
2021	$181,138	$162,644	$471,060	$18,494
2020	$194,292	$213,084	$452,132	$-18,792
2019	$229,361	$217,553	$481,170	$11,808
2018	$245,828	$209,503	$469,308	$36,325

THE WEST INC