The Help Group West (EIN 954750066) - 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

1999

Legal Domicile

Phone

8187810360

Tax Period

2023-07-01 to 2024-06-30

The Help Group West, founded in 1999, is a mid-sized nonprofit in the Education sector that reported $16.6M in total revenue in fiscal year 2023. Expenses of $15.2M left a modest 8% surplus.

Mission

See From 990, Part III, Line 4a

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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 $1,253,641

Program Service Revenue $15,100,192

Investment Income $2,784

Other Revenue $230,901

TOTAL REVENUE $16,587,518

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,045,049

Fundraising Expenses $9,051

Program Expenses $13,977,623

Other Expenses $6,184,159

TOTAL EXPENSES $15,229,208

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,587,518	$15,414,083	+0.1%
Expenses	$15,229,208	$14,670,852	+0.0%
Net Income	$1,358,310	$743,231	+0.8%

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

116

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

$3,362,499

Total Directors

$3,082,972

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Barbara Firestone PhD	President & CEO	10.00	Officer Director	$440,901	$31,802	$2,184,640
Susan Berman PhD	Pres&CEOFr10/23	10.00	Officer Director	$173,248	$52,392	$898,332
Michael Love	Sr. VP of Finance (Thru 01/23)	8.00		$62,150	$1,269	$304,736
Oscar Valadez	CFO	8.00	Officer	$52,477	$23,291	$279,527
Pamela Clark MA	Sr Director of Sch	18.00		$87,435	$17,760	$212,060
Randall Kissel	Dir. of Facilities	8.00		$31,236	$38,183	$190,701
Amelia Gomez	Controller	8.00		$31,981	$8,037	$164,194
Sheila Zaft	Principal	40.00		$120,090	$9,012	$129,102
Trudy Barker	Dir. of School Adm	40.00		$110,056	$9,012	$119,068
Gary H Carmona	Dir./Chairman	2.00	Officer Director	$0	$0	$0
Joy Monkarsh	Dir./Secretary	1.00	Officer Director	$0	$0	$0
Jae Hyun	Dir./Treasurer	2.00	Officer Director	$0	$0	$0
Aaron Coleman	Dir (From 5/24)	2.00	Director	$0	$0	$0
Yolanda Pina	Director	1.00	Director	$0	$0	$0
Susan Berk	Director	1.00	Director	$0	$0	$0
Robert Dorman	Director	1.00	Director	$0	$0	$0
David Firestone DDS	Dir.(Thru10/23)	1.00	Director	$0	$0	$0
Perry Katz	Dir.(Thru12/23)	1.00	Director	$0	$0	$0
Danny Raffle	Director	1.00	Director	$0	$0	$0
Ken Solomon	Director	1.00	Director	$0	$0	$0
Valerie Seymour	Director	1.00	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	No data	No data	No data	No data
2024	$16,587,518	$15,229,208	$21,658,294	$1,358,310
2023	$15,414,083	$14,670,852	$20,240,536	$743,231
2022	$15,858,787	$17,165,170	$19,702,652	$-1,306,383
2021	$16,433,872	$14,112,867	$26,040,794	$2,321,005
2020	$17,881,461	$17,193,436	$23,696,425	$688,025
2019	$19,580,962	$19,444,960	$24,884,756	$136,002
2018	$20,381,516	$19,250,945	$26,328,011	$1,130,571

The Help Group West