Gary and Mary West Senior Services Inc

Nonprofit profile at a glance

EIN
820635784
IRS 990 coverage
2017–2024
Forms available
Form 990 2024
Location
San Marcos, CA, USA
Phone
7602802230
Rating
87
Verdict
STRONG
Rating confidence
Moderate
Sector
Hospital, Specialty

Official website

Reported finances

Revenue
$47,326,536
Expenses
$46,424,952
Assets
$17,584,543
Liabilities
$6,900,087

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

14 people listed

Executive titles in this filing

  • TIMOTHY LASH (OFFICER/PRESIDENT)
  • RENATA R SMITH (EXECUTIVE DIRECTOR)

Highest reported compensation

  • NEHA JAIN SAMPATH (MEDICAL DIRECTOR): $370,186 total reported compensation
  • RENATA R SMITH (EXECUTIVE DIRECTOR): $324,624 total reported compensation
  • OFRA PAZ (STRATEGIC NETWORK DIRECTOR): $223,955 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of the organization is to operate a program of all-inclusive care for the elderly ("pace") to provide comprehensive medical and social services in order to enable seniors to live in their communities as independently as possible.

What it reported doing in 2024

Gary and mary west senior services, doing business as gary and mary west pace (gmwp), enables seniors to successfully age in place and maintain their highest level of independence through the services of their pace (program of all-inclusive care for the elderly) program. After a period of construction, program setup, regulatory approval and hiring processes, the first participants were welcomed to our pace program in 2019. When a participant qualifies and enrolls in our pace program, gmwp assumes responsibility for providing 100% of the medical needs of the enrolled individual. These seniors are typically very frail, with limited financial resources and in need of help in coordinating their access to care. Gmwp meets these needs through a highly managed clinic-based approach, where our own physicians, medical, social services and other staff see participants frequently, coordinating care at every level. Some of the unique included services are transportation, social programs, nutritional assistance, home care, and adult day services, among others. Many of these services would not typically be paid for by either medicare or medicaid but have proven to be very effective in helping the participant remain as healthy and independent as possible. In 2019, gary and mary west pace also welcomed a non-profit senior dental provider as a tenant in our space also giving our participants convenient access to dental care.

Operating model

Revenue model
Earned-program. 99% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 84
  • Transparency & Controls: 89
  • Accountability: 100
  • Sustainability: 34
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 94.3%; rating input score 94
  • Program expense ratio: 96.1%; rating input score 96
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 1.9%; rating input score 42; 42nd percentile among comparable filings
  • Total-asset coverage ratio: 0.38; rating input score 10; 10th percentile among comparable filings
  • Liabilities to assets ratio: 0.39; rating input score 37; 37th percentile among comparable filings
  • Officer compensation ratio: 3.9%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: 39.2% per year; rating input score 100; 97th percentile among comparable filings
  • Revenue growth: 34.1% per year; rating input score 100; 97th percentile among comparable filings
  • Asset growth: 18.7% per year; rating input score 100; 87th percentile among comparable filings

Details

  • Where the money goes: 94.3% of revenue deployed · 96.1% of spending went to programs
  • Governance: 6 of 6 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $44.6M in reported program spending
  • Leadership: top reported pay $370K · 14 people listed · 5 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $339K reported
  • Consistency: 31 of 31 current checks pass
  • Schedules: 7 filed schedules · includes major donors and executive pay
  • Filing history: 7 filing years from 2017 to 2024
  • Contacts: How to reach this organization
  • Money network: 8 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Operating margin scored 42/100.
  • High — Sustainability: Total-asset coverage ratio scored 10/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 37/100.