Civic Intelligence

Mountwest Foundation Inc.

990 • Fiscal year 2023 • EIN 27-0288078

Jul 01, 2022 to Jun 30, 2023 • Filed on May 09, 2024

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

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

63rd percentile

9.9%

Faster asset growth than 63% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

820%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$915,516

Up $82,202 (+9.9%) from 2022

Net Assets

Up

$915,516

Up $186,588 (+26%) from 2022

Liabilities

Down

$0

Down $104,386 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin78th percentile

Revenue

Up

$181,885

Up $162,111 (+820%) from 2022

Expenses

Up

$135,993

Up $128,720 (+1770%) from 2022

Net Income

Up

$45,892

Up $33,391 (+267%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2023

Assets$915,516
Liabilities$0
Net Assets$915,516
Open 2023 Filing

Operations Trend

Revenue Growth99th 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

2023

Revenue$181,885
Expenses$135,993
Net Income$45,892
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 9, 2024
Return Version
2022v5.0
Gross Receipts
$181,885
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$628,426$638,396▲ $9,970
Cash and Non-Interest-Bearing Accounts$204,888$277,120▲ $72,232
Total Assets$833,314$915,516▲ $82,202
Liabilities
Accounts Payable and Accrued Expenses$104,386--
Total Liabilities$104,386$0▼ $104,386
Net Assets / Fund Balance
Net Assets With Donor Restrictions$692,246$730,864▲ $38,618
Net Assets Without Donor Restrictions$36,682$184,652▲ $147,970
Total Net Assets Fund Balance$728,928$915,516▲ $186,588
Total Liabilities and Net Assets / Fund Balance$833,314$915,516▲ $82,202
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Joshua BakerCTC President
Bradley BurckPresident
Allison WhiteDirector
Amy FrasureDirector
David EarlDirector
Isaac MeyersDirector
John ZickefooseDirector
Vicki Dunn-marshallDirector
Rebecca WhiteSecretary
Adam ReynoldsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$107,085
Program Service Revenue
$0
Investment Income
$74,800
Other Revenue
$0
All Other Contributions
$103,937
Change in Net Assets
$45,892
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$121,686
Other Expenses$14,307
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$121,686--$121,686
Office Expenses-$5,365-$5,365
Fees for Service Investment Mgmnt Fees$4,587--$4,587
Insurance-$1,830-$1,830
Fees for Services Accounting-$1,350-$1,350
Conferences and Meetings$1,175--$1,175
Total Functional Expenses$127,448$8,545$0$135,993
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

“No review was or will be conducted”

Part VI Line 19

“No documents available to the public”

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
2024-05-09
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

Firm
Peter A Smith EA
Address
20438 STATE RT 7 SOUTH, CROWN CITY, OH 45623
Preparer
Peter a Smith
Phone
7406452484
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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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ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTI WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03047103271
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ReturnHeader/Filer/PhoneNum03047103509
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Peter A Smith EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020438 STATE RT 7 SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CROWN CITY
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER A SMITH
ReturnHeader/ReturnTs02024-05-09T17:53:34-05:00
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ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$915,516
Liabilities
$0
Net assets
$915,516
Revenue
$181,885
Expenses
$135,993
Net income
$45,892
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