West Bay Residential Services

Nonprofit profile at a glance

EIN
050395035
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Warwick, RI, USA
Phone
4017389300
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Group Homes

Reported finances

Revenue
$29,662,280
Expenses
$28,999,814
Assets
$16,291,721
Liabilities
$2,406,471

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

Leadership & pay

13 people listed

Executive titles in this filing

  • PAM GOES (PRESIDENT)
  • GRETTA JACOBS (VICE PRESIDENT)
  • CASEY GARTLAND (EXECUTIVE DIRECTOR)

Highest reported compensation

  • CASEY GARTLAND (EXECUTIVE DIRECTOR): $162,829 total reported compensation
  • BRENDA HILL (CHIEF FINANCIAL OFFICER): $137,976 total reported compensation

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

Overview

Mission

West bay residentials mission is to provide innovative, person-centered supports to people with intellectual and developmental diasabilities in ways that promote community inclusion, personal power, self expression and life fulfillment.

What it reported doing in 2024

Independent living program with community integrated supports for developmentally disabled individuals is conducted at several facilities.

Operating model

Revenue model
Earned-program. 97% 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: 79
  • Transparency & Controls: 87
  • Accountability: 95
  • Sustainability: 43
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 88%; rating input score 88
  • Program expense ratio: 90.8%; rating input score 91
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 93.8%; rating input score 94; 17th percentile among comparable filings
  • Pay-setting controls: Limited
  • 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: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 2.2%; rating input score 43; 43rd percentile among comparable filings
  • Total-asset coverage ratio: 0.56; rating input score 18; 18th percentile among comparable filings
  • Liabilities to assets ratio: 0.15; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 1%; rating input score 85; 85th percentile among comparable filings

Growth

  • Program expense growth: 8.2% per year; rating input score 100; 62nd percentile among comparable filings
  • Revenue growth: 6.9% per year; rating input score 100; 58th percentile among comparable filings
  • Asset growth: 7.4% per year; rating input score 100; 51st percentile among comparable filings

Details

  • Where the money goes: 88% of revenue deployed · 90.8% of spending went to programs
  • Governance: 11 of 11 board members independent · 8 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $26.3M in reported program spending
  • Leadership: top reported pay $163K · 13 people listed
  • Consistency: 26 of 27 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

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

  • Moderate — Sustainability: Operating margin scored 43/100.
  • High — Sustainability: Total-asset coverage ratio scored 18/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.