Civic Intelligence

Westmont Cares Inc.

EIN 81-1868452 • 501(c)3 • San Diego, CA

Pub. 78 Eligible

Profile

To grant financial assistance to westmont living employees and their immediate family members in times when sudden, unforeseen and often tragic events have threatened the health and welfare of someone within their household. Qualifying events include natural disasters, fires, health emergencies, accidents, victims of violent crimes.

3636 Nobel Drive Suite 330San Diego, CA 92122

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

9th percentile

-109%

Higher net margin than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

31st percentile

-22%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-51%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$70,227

Down $19,640 (-22%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$70,227

Down $19,640 (-22%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin9th percentile

Revenue

Down

$18,031

Down $19,053 (-51%) from 2023

Expenses

Up

$37,671

Up $4,740 (+14%) from 2023

Net Income

Down

-$19,640

Down $23,793 (-573%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2017: $3,132Liabilities 2017: $0Net Assets 2017: $3,1322017Assets 2018: $17,428Liabilities 2018: $0Net Assets 2018: $17,4282018Assets 2019: $23,205Liabilities 2019: $0Net Assets 2019: $23,2052019Assets 2020: $44,545Liabilities 2020: $0Net Assets 2020: $44,5452020Assets 2021: $73,884Liabilities 2021: $0Net Assets 2021: $73,8842021Assets 2022: $85,714Liabilities 2022: $0Net Assets 2022: $85,7142022Assets 2023: $89,867Liabilities 2023: $0Net Assets 2023: $89,8672023Assets 2024: $70,227Liabilities 2024: $0Net Assets 2024: $70,2272024

Highlighted filing

2024

Assets$70,227
Liabilities$0
Net Assets$70,227
Open 2024 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2017: $7,684Expenses 2017: $7,479Net Income 2017: $2052017Revenue 2018: $41,885Expenses 2018: $27,589Net Income 2018: $14,2962018Revenue 2019: $16,513Expenses 2019: $10,736Net Income 2019: $5,7772019Revenue 2020: $25,642Expenses 2020: $4,302Net Income 2020: $21,3402020Revenue 2021: $44,742Expenses 2021: $15,403Net Income 2021: $29,3392021Revenue 2022: $22,947Expenses 2022: $11,117Net Income 2022: $11,8302022Revenue 2023: $37,084Expenses 2023: $32,931Net Income 2023: $4,1532023Revenue 2024: $18,031Expenses 2024: $37,671Net Income 2024: -$19,6402024

Highlighted filing

2024

Revenue$18,031
Expenses$37,671
Net Income-$19,640
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,227
Liabilities
$0
Net assets
$70,227
Revenue
$18,031
Expenses
$37,671
Net income
-$19,640
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$70.2$0.00$70.2$18.0$37.7$19.6
2023Detailed filing. Detailed filing data is available for this year.$89.9$0.00$89.9$37.1$32.9$4.15
2022Detailed filing. Detailed filing data is available for this year.$85.7$0.00$85.7$22.9$11.1$11.8
2021Detailed filing. Detailed filing data is available for this year.$73.9$0.00$73.9$44.7$15.4$29.3
2020Detailed filing. Detailed filing data is available for this year.$44.5$0.00$44.5$25.6$4.30$21.3
2019Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$16.5$10.7$5.78
2018Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$41.9$27.6$14.3
2017Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$7.68$7.48$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$18,031
Mission and Program Overview

Mission

To grant financial assistance to westmont living employees and their immediate family members in times when sudden, unforeseen and often tragic events have threatened the health and welfare of someone within their household. Qualifying events include natural disasters, fires, health emergencies, accidents, victims of violent crimes.

Program Services

DescriptionGrantsExpenses
PROVIDE FINANCIAL ASSISTANCE TO WESTMONT LIVING EMPLOYEES AND THEIR IMMEDIATE FAMILY MEMBERS IN THE EVENT OF QUALIFYING CATASTROPHIC EVENTS WITH DEMONSTRATED FINANCIAL NEED. QUALIFYING EVENTS INCLUDE NATURAL DISASTERS, FIRES, HEALTH EMERGENCIES, ACCIDENTS, VICTIMS OF VIOLENT CRIME.$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEO L MCKINLEYDirector-$0--
ANDREW S PLANTPresident-$0--
MICHAEL G O'ROURKETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Westmont Cares Inc
EIN
81-1868452
Phone
8666905970
Address
3636 NOBEL DRIVE SUITE 330, SAN DIEGO, CA 92122

Signing Officer

Name
Andrew S Plant
Title
President
Phone
8666905970
Signed
2025-11-06
Discuss with paid preparer
Yes

Preparer

Firm
David Saathoff CPA Pllc
Address
10000 NE 7TH AVENUE SUITE 380, VANCOUVER, WA 98685
Preparer
David Saathoff CPA
Phone
3606964246
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank fees. Amount: 216. Description: state taxes. Amount: 25. Total to form 990-ez, line 16: 241.”

Raw XML Appendix145 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt036455
IRS990EZ/BooksInCareOfDetail/PersonNm0ANDREW S PLANT
IRS990EZ/BooksInCareOfDetail/PhoneNum08666905970
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03636 NOBEL DRIVE SUITE 330
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092122
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt089867
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt070227
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt018031
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-19640
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0975
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt089867
IRS990EZ/Form990TotalAssetsGrp/EOYAmt070227
IRS990EZ/GrossReceiptsAmt018031
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt089867
IRS990EZ/NetAssetsOrFundBalancesEOYAmt070227
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt089867
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt070227
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LEO L MCKINLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREW S PLANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL G O'ROURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0241
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO GRANT FINANCIAL ASSISTANCE TO WESTMONT LIVING EMPLOYEES AND THEIR IMMEDIATE FAMILY MEMBERS IN TIMES WHEN SUDDEN, UNFORESEEN AND OFTEN TRAGIC EVENTS HAVE THREATENED THE HEALTH AND WELFARE OF SOMEONE WITHIN THEIR HOUSEHOLD. QUALIFYING EVENTS INCLUDE NATURAL DISASTERS, FIRES, HEALTH EMERGENCIES, ACCIDENTS, VICTIMS OF VIOLENT CRIMES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FINANCIAL ASSISTANCE TO WESTMONT LIVING EMPLOYEES AND THEIR IMMEDIATE FAMILY MEMBERS IN THE EVENT OF QUALIFYING CATASTROPHIC EVENTS WITH DEMONSTRATED FINANCIAL NEED. QUALIFYING EVENTS INCLUDE NATURAL DISASTERS, FIRES, HEALTH EMERGENCIES, ACCIDENTS, VICTIMS OF VIOLENT CRIME.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt037671
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt018031
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018031
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037084
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022947
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt044742
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025642
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0148446
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0148446
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt018031
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt037084
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt022947
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044742
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt025642
IRS990ScheduleA/Total509Grp/TotalAmt0148446
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt018031
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt037084
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt022947
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt025642
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0148446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK FEES. AMOUNT: 216. DESCRIPTION: STATE TAXES. AMOUNT: 25. TOTAL TO FORM 990-EZ, LINE 16: 241.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW S PLANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08666905970
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTMONT CARES INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ANDREW S PLANT
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0811868452
ReturnHeader/Filer/PhoneNum08666905970
ReturnHeader/Filer/USAddress/AddressLine1Txt03636 NOBEL DRIVE SUITE 330
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092122
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0934676958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID SAATHOFF CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010000 NE 7TH AVENUE SUITE 380
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VANCOUVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098685
ReturnHeader/PreparerPersonGrp/PhoneNum03606964246
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SAATHOFF CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-06T17:55:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.