WESTERN ASSEMBLIES HOME (EIN 951809582) - 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

1943

Legal Domicile

Principal Officer

VIRGIL R CHANCE CFO

Phone

9096263711

Tax Period

2025-01-01 to 2025-12-31

WESTERN ASSEMBLIES HOME, founded in 1943, is a small nonprofit in the Human Services sector that reported $812K in total revenue in fiscal year 2025. Revenue decreased 17% compared to the prior year. Expenses of $1.1M exceeded revenue, resulting in a 31% operating deficit.

Mission

THE WESTERN ASSEMBLIES HOME IS A NON-PROFIT CORPORATION ORGANIZED FOR THE PURPOSE OF OWNING AND OPERATING QUALITY RESIDENTIAL HOMES FOR RETIRED COUPLES, AND A MAIN HOME FOR THOSE RESIDENTS THAT NEED GREATER CARE. INCLUDES FOOD, LODGING AND NORMAL HEALTH CARE FOR RESIDENTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $64,541

Program Service Revenue $538,904

Investment Income $207,353

Other Revenue $1,403

TOTAL REVENUE $812,201

Expense Breakdown

Grants Paid $0

Salaries & Benefits $609,619

Fundraising Expenses $0

Program Expenses $959,550

Other Expenses $454,946

TOTAL EXPENSES $1,064,565

Year-over-Year Comparison

	2025	2024	Change
Revenue	$812,201	$974,509	-0.2%
Expenses	$1,064,565	$943,588	+0.1%
Net Income	$-252,364	$30,921	-9.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VIRGIL R CHANCE	TREASURER	10.00	Officer	$0	$0	$0
ALBIN SZULC	DIRECTOR	1.00	Officer	$0	$0	$0
JUSTIN PRATER	SECRETARY	1.00	Officer	$0	$0	$0
DAVID DIXON	PRESIDENT	5.00	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
2025	$812,201	$1,064,565	$4,325,847	$-252,364
2024	$974,509	$943,588	$4,578,062	$30,921
2023	$2,143,415	$970,451	$4,406,804	$1,172,964
2022	$826,075	$948,323	$3,353,277	$-122,248
2021	$977,252	$891,313	$3,617,596	$85,939
2020	$768,064	$690,911	$3,540,431	$77,153
2019	$677,559	$621,064	$3,355,500	$56,495
2018	$805,162	$608,105	$3,148,582	$197,057

WESTERN ASSEMBLIES HOME