Civic Intelligence

Mountwest Foundation Inc.

990 • Fiscal year 2022 • EIN 27-0288078

Jul 01, 2021 to Jun 30, 2022 • Filed on May 11, 2023

Organization ProfileN/A
One Mountwest WayHuntington, WV 25701

(304) 710-3509

Siviq Scores

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

Liabilities / Assets

70th percentile

0.13x

Higher debt load relative to assets than 70% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

97th percentile

5.28x

Higher debt load relative to revenue than 97% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

68th percentile

13%

Faster asset growth than 68% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-72%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$833,314

Up $98,619 (+13%) from 2021

Net Assets

Up

$728,928

Up $12,501 (+1.7%) from 2021

Liabilities

Up

$104,386

Up $86,118 (+471%) from 2021

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin93rd percentile

Revenue

Down

$19,774

Down $49,773 (-72%) from 2021

Expenses

Down

$7,273

Down $8,510 (-54%) from 2021

Net Income

Down

$12,501

Down $41,263 (-77%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2022

Assets$833,314
Liabilities$104,386
Net Assets$728,928
Open 2022 Filing

Operations Trend

Revenue Growth3rd 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

2022

Revenue$19,774
Expenses$7,273
Net Income$12,501
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 11, 2023
Return Version
2021v4.2
Gross Receipts
$82,055
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 nonprofit organization to receive administer and disburse private scholarships to students of mctc

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$535,847$628,426▲ $92,579
Cash and Non-Interest-Bearing Accounts$198,848$204,888▲ $6,040
Total Assets$734,695$833,314▲ $98,619
Liabilities
Accounts Payable and Accrued Expenses$18,268$104,386▲ $86,118
Total Liabilities$18,268$104,386▲ $86,118
Net Assets / Fund Balance
Net Assets With Donor Restrictions$806,451$692,246▼ $114,205
Net Assets Without Donor Restrictions$-90,024$36,682▲ $126,706
Total Net Assets Fund Balance$716,427$728,928▲ $12,501
Total Liabilities and Net Assets / Fund Balance$734,695$833,314▲ $98,619
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$13,286
Program Service Revenue
$0
Investment Income
$6,488
Other Revenue
$0
All Other Contributions
$13,286
Change in Net Assets
$12,501
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,273
Grants and Similar Amounts Paid$2,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$2,949--$2,949
Grants to Domestic Individuals$2,000--$2,000
All Other Expenses$1,830--$1,830
Other Expenses$494--$494
Total Functional Expenses$7,273$0$0$7,273
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Backup withholding compliance
No
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

Part VI Line 11B

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

Part VI Line 19

“The conflict of interest disclosure forms are completed on an”

Part VI Line 19

“Annual basis as part of a process overseen by the audit committee”

Filing and Contact Details

Filer

Filer Name
Mountwest Foundation Inc
EIN
27-0288078
In Care Of
% KRISTI WILLIAMS
Phone
3047103509
Address
ONE MOUNTWEST WAY, HUNTINGTON, WV 25701

Signing Officer

Name
Kristi Williams
Title
Chief Financial Officer
Phone
3047103271
Signed
2023-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joshua D Baker
Legal Domicile
Wv
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Preparer
Peter a Smith
Phone
7406452484
Supplemental Narrative

Additional Explanations

Part IX Line 24E

“LIABILITY INSURANCE Total expenses - $1830.00 Program service expenses - $1830.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/TotalContributionsAmt013286
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07273
IRS990/TotalFunctionalExpensesGrp/TotalAmt07273
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018268
IRS990/TotalLiabilitiesEOYAmt0104386
IRS990/TotalLiabilitiesGrp/BOYAmt018268
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt019774
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0833314
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01 MOUNTWEST WAY
IRS990/USAddress/CityNm0HUNTINGTON
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd025701
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IRS990/VotingMembersIndependentCnt011
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTI WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03047103271
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOUNTWEST FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MOUN
ReturnHeader/Filer/EIN0270288078
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ReturnHeader/Filer/USAddress/ZIPCd025701
ReturnHeader/PreparerPersonGrp/PhoneNum07406452484
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER A SMITH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-11T11:49:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLIAMS
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$833,314
Liabilities
$104,386
Net assets
$728,928
Revenue
$19,774
Expenses
$7,273
Net income
$12,501
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