Civic Intelligence

Westmont Cares Inc.

990EZ • Fiscal year 2019 • EIN 81-1868452

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 06, 2020

Organization ProfileN/A
7660 Fay Avenue Suite NLA Jolla, CA 92037

(866) 690-5970

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

79th percentile

33%

Faster asset growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-61%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$23,205

Up $5,777 (+33%) from 2018

Net Assets

Up

$23,205

Up $5,777 (+33%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin86th percentile

Revenue

Down

$16,513

Down $25,372 (-61%) from 2018

Expenses

Down

$10,736

Down $16,853 (-61%) from 2018

Net Income

Down

$5,777

Down $8,519 (-60%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2019

Assets$23,205
Liabilities$0
Net Assets$23,205
Open 2019 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$16,513
Expenses$10,736
Net Income$5,777
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 6, 2020
Return Version
2019v5.1
Gross Receipts
$16,513
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 Pay77th percentile

Employees

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

Filer

Filer Name
Westmont Cares Inc
EIN
81-1868452
Phone
8666905970
Address
7660 FAY AVENUE SUITE N, LA JOLLA, CA 92037

Signing Officer

Name
Andrew S Plant
Title
President
Phone
8666905970
Signed
2020-11-06
Discuss with paid preparer
Yes

Preparer

Firm
David T Saathoff CPA
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: 256.”

Raw XML Appendix165 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/BenefitsPaidToOrForMembersAmt010480
IRS990EZ/BooksInCareOfDetail/PersonNm0ANDREW S PLANT
IRS990EZ/BooksInCareOfDetail/PhoneNum08666905970
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07660 FAY AVENUE SUTIE N
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA JOLLA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092037
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017428
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023205
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt016513
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt05777
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017428
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023205
IRS990EZ/GrossReceiptsAmt016513
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017428
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023205
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017428
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023205
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LEO L MCKINLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREW S PLANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL G O'ROURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREW S PLANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANDREW S PLANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL G O'ROURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0256
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/TotalExpensesAmt010736
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt016513
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt016513
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt041885
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07684
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt070682
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt070682
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016513
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt041885
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07684
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04600
IRS990ScheduleA/Total509Grp/TotalAmt070682
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt016513
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt041885
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07684
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04600
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt070682
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK FEES. AMOUNT: 256.
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/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW S PLANT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08666905970
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-06
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/AddressLine1Txt07660 FAY AVENUE SUITE N
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092037
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0617E656C21832A7039BEF1001FC85633828BE6CA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0861CE2D9A239CF4B5A1BDB13419D87BEA32C49D0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.161.55.221
ReturnHeader/FilingSecurityInformation/IPDt02020-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:35:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911269370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID T SAATHOFF CPA
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/PreparationDt02020-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SAATHOFF CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-06T16:36:05-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,205
Liabilities
$0
Net assets
$23,205
Revenue
$16,513
Expenses
$10,736
Net income
$5,777
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