West Marin Senior Services
Nonprofit profile at a glance
- EIN
- 510192320
- IRS 990 coverage
- 2011–2024
- Forms available
- Form 990 2024
- Location
- Point Reyes, CA, USA
- Phone
- 4156638148
- Rating
- 80
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Senior Centers
Reported finances
- Revenue
- $2,415,034
- Expenses
- $1,808,277
- Assets
- $3,434,321
- Liabilities
- $537,841
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- Leah Light (President)
- Everett Bassett (Vice President)
- Maurice A Schwartz (Executive Director)
Highest reported compensation
- Maurice A Schwartz (Executive Director): $105,064 total reported compensation
- Connie Mart (CFO): $33,207 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Our mission is to to help seniors live safely and with dignity in our community. We provide in-home support, assisted living, and community services that foster independence and participation in our community.
What it reported doing in 2024
In home supportive services we have designed a comprehensive array of services and programs that recognize the different needs that adults have as they age. These service address the highly practical, day-to-day needs, like transportation, food delivery, and shopping, for adults that are still fairly self-sufficient. As a higher level of care becomes necessary, we offer programs that focus on family respite care and home care referrals. When it is no longer possible for a client to remain safely in their homes, we offer stockstill house, a wonderful licensed residential care facility in point reyes station. Staffed, owned and operated by west marin senior services, stockstill house provides the warmth and nurturing qualities that you or your loved ones would enjoy at home.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- 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 - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and fundraising costs are high for each dollar raised.
Rating breakdown
- Financial Efficiency: 61
- Transparency & Controls: 92
- Accountability: 100
- Sustainability: 66
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 58.2%; rating input score 58
- Program expense ratio: 73.1%; rating input score 73
- Fundraising efficiency: $9.38 raised per $1 spent on fundraising; rating input score 36; 36th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd 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; 63rd 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: 25.1%; rating input score 81; 81st percentile among comparable filings
- Total-asset coverage ratio: 1.9; rating input score 60; 60th percentile among comparable filings
- Liabilities to assets ratio: 0.16; rating input score 49; 49th percentile among comparable filings
- Officer compensation ratio: 7.6%; rating input score 38; 38th percentile among comparable filings
Growth
- Program expense growth: 3.4% per year; rating input score 100; 30th percentile among comparable filings
- Revenue growth: 6.5% per year; rating input score 100; 51st percentile among comparable filings
- Asset growth: 7.2% per year; rating input score 100; 46th percentile among comparable filings
Details
- Where the money goes: 58.2% of revenue deployed · 73.1% of spending went to programs
- Governance: 8 of 8 board members independent · 9 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $1.3M in reported program spending
- Leadership: top reported pay $105K · 10 people listed
- Consistency: 27 of 27 current checks pass
- Schedules: 4 filed schedules · includes major donors
- Filing history: 14 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Related organizations: Filed and resolved organization relationships.
- 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.
- Review — Financial Efficiency: Mission deployment rate scored 58/100.
- Moderate — Financial Efficiency: Fundraising efficiency scored 36/100.
- Moderate — Sustainability: Officer compensation ratio scored 38/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 49/100.