Civic Intelligence

Mountwest Foundation Inc.

990 • Fiscal year 2021 • EIN 27-0288078

Jul 01, 2020 to Jun 30, 2021 • Filed on May 12, 2022

Organization ProfileN/A
1 Mountwest WayHuntington, WV 25701

(304) 710-3271

Siviq Scores

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

Liabilities / Assets

50th percentile

0.02x

Higher debt load relative to assets than 50% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.26x

Higher debt load relative to revenue than 77% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

19th percentile

-3.6%

Faster asset growth than 19% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-28%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$734,695

Down $27,493 (-3.6%) from 2020

Net Assets

Up

$716,427

Up $53,764 (+8.1%) from 2020

Liabilities

Down

$18,268

Down $81,257 (-82%) from 2020

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin95th percentile

Revenue

Down

$69,547

Down $27,504 (-28%) from 2020

Expenses

Down

$15,783

Down $114,800 (-88%) from 2020

Net Income

Up

$53,764

Up $87,296 (+260%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$1.5M$1.0M$500K$0Assets 2015: $600,311Liabilities 2015: $15,000Net Assets 2015: $585,3112015Assets 2016: $629,975Liabilities 2016: $15,000Net Assets 2016: $614,9752016Assets 2017: $647,951Liabilities 2017: $15,000Net Assets 2017: $632,9512017Assets 2018: $696,450Liabilities 2018: $15,000Net Assets 2018: $681,4502018Assets 2019: $717,129Liabilities 2019: $15,000Net Assets 2019: $702,1292019Assets 2020: $762,188Liabilities 2020: $99,525Net Assets 2020: $662,6632020Assets 2021: $734,695Liabilities 2021: $18,268Net Assets 2021: $716,4272021Assets 2022: $833,314Liabilities 2022: $104,386Net Assets 2022: $728,9282022Assets 2023: $915,516Liabilities 2023: $0Net Assets 2023: $915,5162023Assets 2024: $1,048,804Liabilities 2024: $600Net Assets 2024: $1,048,2042024

Highlighted filing

2021

Assets$734,695
Liabilities$18,268
Net Assets$716,427
Open 2021 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2015: $270,900Expenses 2015: $60,447Net Income 2015: $210,4532015Revenue 2016: $84,362Expenses 2016: $46,128Net Income 2016: $38,2342016Revenue 2017: $50,632Expenses 2017: $87,042Net Income 2017: -$36,4102017Revenue 2018: $113,830Expenses 2018: $89,691Net Income 2018: $24,1392018Revenue 2019: $61,531Expenses 2019: $35,375Net Income 2019: $26,1562019Revenue 2020: $97,051Expenses 2020: $130,583Net Income 2020: -$33,5322020Revenue 2021: $69,547Expenses 2021: $15,783Net Income 2021: $53,7642021Revenue 2022: $19,774Expenses 2022: $7,273Net Income 2022: $12,5012022Revenue 2023: $181,885Expenses 2023: $135,993Net Income 2023: $45,8922023Revenue 2024: $194,759Expenses 2024: $62,070Net Income 2024: $132,6892024

Highlighted filing

2021

Revenue$69,547
Expenses$15,783
Net Income$53,764
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 12, 2022
Return Version
2020v4.2
Gross Receipts
$151,965
Mission and Program Overview

Mission

To operate as an independent non-profit organization to receive, administer and disburse private resources for the benefit of mountwest community and technical college.

To operate as an independent non-profit organization to receive, administer, and disburse private scholarships to students of mountwest community and technical college.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$587,666$535,847▼ $51,819
Cash and Non-Interest-Bearing Accounts$174,304$198,848▲ $24,544
Accounts Receivable$218$0▼ $218
Total Assets$762,188$734,695▼ $27,493
Liabilities
Accounts Payable and Accrued Expenses$84,525$18,268▼ $66,257
Deferred Revenue$15,000$0▼ $15,000
Total Liabilities$99,525$18,268▼ $81,257
Net Assets / Fund Balance
Net Assets With Donor Restrictions$443,498$806,451▲ $362,953
Net Assets Without Donor Restrictions$219,165$-90,024▼ $309,189
Total Net Assets Fund Balance$662,663$716,427▲ $53,764
Total Liabilities and Net Assets / Fund Balance$762,188$734,695▼ $27,493
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Patty BosticChair
Dr Joshua BakerPresident
Bradley BurkVice-chair
Adam ReynoldsDirector
David LievingDirector
Diane StrongDirector
Mike EmersonDirector
Vicki Dunn-marshallDirector
Isabel CrossExecutive Director
Becky WhiteSecretary
Dan WareTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,690
Program Service Revenue
$0
Investment Income
$47,857
Other Revenue
$0
All Other Contributions
$21,263
Change in Net Assets
$53,764
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,483
Grants and Similar Amounts Paid$2,300
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$6,352--$6,352
Office Expenses$2,903--$2,903
Fees for Services Other$2,648--$2,648
Grants to Domestic Individuals$2,300--$2,300
Other Expenses$831--$831
Fees for Services Accounting$749--$749
Total Functional Expenses$15,783$0$0$15,783
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pink Out$427---
Total Events$427---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“Form 990 is reviewed by executive director before filing with the irs.”

Form 990, Part VI, Section B, line 12C

“The conflict of interest disclosure forms are completed on an annual basis as part of a process overseen by the audit committee.”

Form 990, Part VI, Section C, line 19

“Financial statements are made available through the published annual report.”

Filing and Contact Details

Filer

Filer Name
Mountwest Foundation Inc
EIN
27-0288078
Phone
3047103271
Address
1 MOUNTWEST WAY, HUNTINGTON, WV 25701

Signing Officer

Name
Dr Joshua Baker
Title
President
Phone
3047103271
Signed
2022-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Joshua Baker
Formed
2009
Legal Domicile
Wv
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
2

Preparer

Firm
Hayflich CPAs PLLC
Address
300 8th Street 3rd Floor, Huntington, WV 25701
Preparer
Aaron J Heighton CPA
Phone
3046975700
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Contractual Services: Program service expenses 2,648. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,648.”

Raw XML Appendix388 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt084525
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt018268
IRS990/AccountsReceivableGrp/BOYAmt0218
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO OPERATE AS AN INDEPENDENT NON-PROFIT ORGANIZATION TO RECEIVE, ADMINISTER, AND DISBURSE PRIVATE SCHOLARSHIPS TO STUDENTS OF MOUNTWEST COMMUNITY AND TECHNICAL COLLEGE.
IRS990/AllOtherContributionsAmt021263
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Kristi Williams
IRS990/BooksInCareOfDetail/PhoneNum03047103271
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01 MOUNTWEST WAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0HUNTINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990/BooksInCareOfDetail/USAddress/ZIPCd025701
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0174304
IRS990/CashNonInterestBearingGrp/EOYAmt0198848
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt0427
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt021690
IRS990/CYGrantsAndSimilarPaidAmt02300
IRS990/CYInvestmentIncomeAmt047857
IRS990/CYOtherExpensesAmt013483
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt053764
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt015783
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt069547
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt015000
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION PROVIDES SUPPORT IN THE FORM OF SCHOLARSHIPS AND AWARDS TO STUDENTS OF MOUNTWEST COMMUNITY AND TECHNICAL COLLEGE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0443498
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0806451
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02300
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0749
IRS990/FeesForServicesAccountingGrp/TotalAmt0749
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02648
IRS990/FeesForServicesOtherGrp/TotalAmt02648
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt06352
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06352
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0DR JOSHUA BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm1VICKI DUNN-MARSHALL
IRS990/Form990PartVIISectionAGrp/PersonNm2DIANE STRONG
IRS990/Form990PartVIISectionAGrp/PersonNm3BRADLEY BURK
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID LIEVING
IRS990/Form990PartVIISectionAGrp/PersonNm5ADAM REYNOLDS
IRS990/Form990PartVIISectionAGrp/PersonNm6PATTY BOSTIC
IRS990/Form990PartVIISectionAGrp/PersonNm7DAN WARE
IRS990/Form990PartVIISectionAGrp/PersonNm8BECKY WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm9ISABEL CROSS
IRS990/Form990PartVIISectionAGrp/PersonNm10MIKE EMERSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0427
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt036520
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt02300
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02300
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02300
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0118938
IRS990/GrossReceiptsAmt0151965
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt011337
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011337
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WV
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt082418
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO OPERATE AS AN INDEPENDENT NON-PROFIT ORGANIZATION TO RECEIVE, ADMINISTER, AND DISBURSE PRIVATE SCHOLARSHIPS TO STUDENTS OF MOUNTWEST COMMUNITY AND TECHNICAL COLLEGE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0662663
IRS990/NetAssetsOrFundBalancesEOYAmt0716427
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt036520
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt036520
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0219165
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-90024
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt02903
IRS990/OfficeExpensesGrp/TotalAmt02903
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE SUPPORT
IRS990/OtherExpensesGrp/ProgramServicesAmt0831
IRS990/OtherExpensesGrp/TotalAmt0831
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DR JOSHUA BAKER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION PROVIDES SUPPORT TO INDIVIDUAL DEPARTMENTS AND UNITS OF THE COLLEGE TO SUPPLEMENT THEIR PROGRAMS. THE FOUNDATION ALSO PROVIDES ADDITIONAL RESOURCES FOR PROGRAMS, TRAVEL, TRAINING, ADMINISTRATIVE SUPPORT, AND SUPPLIES FOR COLLEGE DEPARTMENTS AND UNITS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt013483
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt021263
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt061692
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0119050
IRS990/PYInvestmentIncomeAmt035359
IRS990/PYOtherExpensesAmt011533
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-33532
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0130583
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt097051
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt053764
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0587666
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0535847
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt061692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt042729
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt089460
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt041587
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0257158
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011338
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt035359
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt018802
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024370
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09045
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt098914
IRS990ScheduleA/PublicSupportCY170Pct00.72220
IRS990ScheduleA/PublicSupportPY170Pct00.95280
IRS990ScheduleA/PublicSupportTotal170Amt0257158
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021690
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt061692
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt042729
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt089460
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt041587
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0257158
IRS990ScheduleA/TotalSupportAmt0356072
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0427
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0427
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PINK OUT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0427
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0427
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt02300
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY EXECUTIVE DIRECTOR BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST DISCLOSURE FORMS ARE COMPLETED ON AN ANNUAL BASIS AS PART OF A PROCESS OVERSEEN BY THE AUDIT COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH THE PUBLISHED ANNUAL REPORT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Contractual Services: Program service expenses 2,648. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,648.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, line 11g
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WV
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0762188
IRS990/TotalAssetsEOYAmt0734695
IRS990/TotalAssetsGrp/BOYAmt0762188
IRS990/TotalAssetsGrp/EOYAmt0734695
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt021690
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt015783
IRS990/TotalFunctionalExpensesGrp/TotalAmt015783
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt099525
IRS990/TotalLiabilitiesEOYAmt018268
IRS990/TotalLiabilitiesGrp/BOYAmt099525
IRS990/TotalLiabilitiesGrp/EOYAmt018268
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0662663
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0716427
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt015783
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt047857
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt069547
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0762188
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0734695
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 MOUNTWEST WAY
IRS990/USAddress/CityNm0HUNTINGTON
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd025701
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR JOSHUA BAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03047103271
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOUNTWEST FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MOUN
ReturnHeader/Filer/EIN0270288078
ReturnHeader/Filer/PhoneNum03047103271
ReturnHeader/Filer/USAddress/AddressLine1Txt01 MOUNTWEST WAY
ReturnHeader/Filer/USAddress/CityNm0HUNTINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371496963
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hayflich CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 8th Street 3rd Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Huntington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd025701
ReturnHeader/PreparerPersonGrp/PhoneNum03046975700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Aaron J Heighton CPA
ReturnHeader/ReturnTs02022-05-16T12:54:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOSHUA BAKER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$734,695
Liabilities
$18,268
Net assets
$716,427
Revenue
$69,547
Expenses
$15,783
Net income
$53,764
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.19$0.06$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.18$0.14$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.10$0.73$0.02$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.02$0.72$0.07$0.02$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.10$0.66$0.10$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.72$0.02$0.70$0.06$0.04$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.70$0.02$0.68$0.11$0.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.65$0.02$0.63$0.05$0.09$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.02$0.61$0.08$0.05$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.02$0.59$0.27$0.06$0.21