Western Assemblies Home
Nonprofit profile at a glance
- EIN
- 951809582
- IRS 990 coverage
- 2010–2025
- Forms available
- Form 990 2025, Form 990-T 2025
- Location
- Claremont, CA, USA
- Phone
- 9096263711
- Rating
- 87
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Residential Care & Adult Day Programs
Reported finances
- Revenue
- $812,201
- Expenses
- $1,064,565
- Assets
- $4,325,847
- Liabilities
- $5,748
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- DAVID DIXON (PRESIDENT)
People named in this filing
- VIRGIL R CHANCE (TREASURER)
- ALBIN SZULC (DIRECTOR)
- JUSTIN PRATER (SECRETARY)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The western assemblies home is a non-profit corporation organized for the purpose of owning and operating quality residential homes for retired couples, and a main home for those residents that need greater care. Includes food, lodging and normal health care for residents.
What it reported doing in 2025
Food, lodging and normal health care for approximately 15 residents at the beginning of the year and 16 residents at year end.
Operating model
- Revenue model
- Earned-program. 66% 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 some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 86
- Transparency & Controls: 92
- Accountability: 88
- Sustainability: 43
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 90.1%; rating input score 90
- Fundraising efficiency: Limited
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; 64th percentile among comparable filings
- Governance controls: 5 of 7 controls in place; rating input score 71
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -31.1%; rating input score 4; 4th percentile among comparable filings
- Total-asset coverage ratio: 4.06; rating input score 81; 81st percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 72; 72nd percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 78; 78th percentile among comparable filings
Growth
- Program expense growth: 5.1% per year; rating input score 100; 37th percentile among comparable filings
- Revenue growth: 0.4% per year; rating input score 100; 12th percentile among comparable filings
- Asset growth: 5.4% per year; rating input score 100; 37th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 90.1% of spending went to programs
- Governance: 5 of 5 board members independent · 5 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $960K in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 25 of 25 current checks pass
- Schedules: 4 filed schedules · includes major donors
- Filing history: 15 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- 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.
- High — Sustainability: Operating margin scored 4/100.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.