Westmoreland-Fayette Workforce Investment Board (EIN 251860049) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Phone

7247552145

Tax Period

2024-07-01 to 2025-06-30

Westmoreland-Fayette Workforce Investment Board, founded in 2000, is a community nonprofit in the Employment sector that reported $7.3M in total revenue in fiscal year 2024.

Mission

The principal purpose of the organization is to create a workforce preparation and employment system designed to meet the needs of the areas businesses and job seekers

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,262,009

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $7,262,009

Expense Breakdown

Grants Paid $5,501,589

Salaries & Benefits $1,083,393

Fundraising Expenses $0

Program Expenses $6,643,525

Other Expenses $898,519

TOTAL EXPENSES $7,483,501

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,262,009	$7,504,190	0.0%
Expenses	$7,483,501	$7,908,624	-0.1%
Net Income	$-221,492	$-404,434	-0.5%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

$131,334

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Janet Ward	CEO	40.00	Highest	$118,538	$35,214	$153,752
Thomas Whetsel	CFO	40.00	Key Emp	$120,044	$11,290	$131,334
Kathie Brean	Director	1.00	Director	$0	$0	$0
John Dalrymple	Director	1.00	Director	$0	$0	$0
Charlie Datz	Director	1.00	Director	$0	$0	$0
Rennie Detore	Director	1.00	Director	$0	$0	$0
Sarah DeCarlo	Director	1.00	Director	$0	$0	$0
Marge Duranko	Director	1.00	Director	$0	$0	$0
Brian Edmiston	Director	1.00	Director	$0	$0	$0
Laurie English	Director	1.00	Director	$0	$0	$0
Julian Imbrescia	Director	1.00	Director	$0	$0	$0
Robert Kahl Jr	Director	1.00	Director	$0	$0	$0
John Kline	Director	1.00	Director	$0	$0	$0
Kim Hawk	Director	1.00	Director	$0	$0	$0
Brian Lawrence	Director	1.00	Director	$0	$0	$0
Don Martin	Director	1.00	Director	$0	$0	$0
Shujuane Martin	Director	1.00	Director	$0	$0	$0
Muriel Nuttall	Director	1.00	Director	$0	$0	$0
George Rattay	Director	1.00	Director	$0	$0	$0
Randy Roadman	Director	1.00	Director	$0	$0	$0
Brianne Summy	Director	1.00	Director	$0	$0	$0
Ed Yankovich	Director	1.00	Director	$0	$0	$0
Mandy Zalich	Treasurer	1.00	Officer Director	$0	$0	$0
Don Travis	Director	1.00	Director	$0	$0	$0
Jeffrey Dick	Director	1.00	Director	$0	$0	$0
Lori Albright	Secretary	1.00	Officer	$0	$0	$0
Doug Decker	Chair Person	1.00	Officer	$0	$0	$0
Jim Rugh	Vice-Chairperson	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$7,262,009	$7,483,501	$1,117,436	$-221,492
2024	$7,504,190	$7,908,624	$1,422,540	$-404,434
2023	$7,923,794	$7,759,254	$1,983,515	$164,540
2022	$7,010,119	$6,537,336	$1,032,566	$472,783
2021	$6,002,344	$5,994,268	$713,415	$8,076
2020	$5,837,339	$5,835,461	$461,925	$1,878
2019	$6,828,220	$6,828,119	$760,977	$101

Westmoreland-Fayette Workforce Investment Board