INVESTIGATEWEST (EIN 270170663) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Phone

4259314384

Tax Period

2023-01-01 to 2023-12-31

INVESTIGATEWEST, founded in 2009, is a small nonprofit in the Arts, Culture & Humanities sector that reported $834K in total revenue in fiscal year 2023. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $386K, a strong 46% operating margin.

Mission

The purpose of the organization is to use the tools of investigative journalism to enhance democracy and community in the region by pointing out and correcting injustice and abuse of power and promoting citizen engagement.

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $825,134

Program Service Revenue $1,000

Investment Income $7,367

Other Revenue $0

TOTAL REVENUE $833,501

Expense Breakdown

Grants Paid $0

Salaries & Benefits $376,799

Fundraising Expenses $63,502

Program Expenses $278,707

Other Expenses $70,495

TOTAL EXPENSES $447,294

Year-over-Year Comparison

	2023	2022	Change
Revenue	$833,501	$484,296	+0.7%
Expenses	$447,294	$305,166	+0.5%
Net Income	$386,207	$179,130	+1.2%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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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

$100,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brant Houston	President	1.00	Officer	$0	$0	$0
Paul Joseph Brown	Vice President	1.00	Officer	$0	$0	$0
Celia Wu	Treasurer	1.00	Officer	$0	$0	$0
Jeremy Gilbert	Secretary	1.00	Officer	$0	$0	$0
Jacob Fries	Executive Director	40.00	Key Emp Highest	$100,000	$0	$100,000
Berit Anderson	Director	1.00	Director	$0	$0	$0
Jeremy Gilbert	Director	1.00	Director	$0	$0	$0
Terri Hiroshima	Director	1.00	Director	$0	$0	$0
Diana Huynh	Director	1.00	Director	$0	$0	$0
Joshua Trujillo	Director	1.00	Director	$0	$0	$0
Beverly Wyse	Director	1.00	Director	$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
2024	No data	No data	No data	No data
2023	$833,501	$447,294	$776,454	$386,207
2022	$484,296	$305,166	$392,759	$179,130
2021	$393,030	$487,315	$222,320	$-94,285
2020	$572,049	$398,782	$349,999	$173,267

INVESTIGATEWEST