MOUNTWEST FOUNDATION INC

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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

Legal Domicile

Principal Officer

JOSHUA D BAKER

Tax Period

2023-07-01 to 2024-06-30

MOUNTWEST FOUNDATION INC is a small nonprofit in the Education sector that reported $195K in total revenue in fiscal year 2023. The organization ran a surplus of $133K, a strong 68% operating margin.

Mission

TO OPERATE AS AN INDEPENDENT NONPROFIT ORGANIZATION TO RECEIVE, ADMINISTER, AND DISBURSE PRIVAE SCHOLARSHIPS TO STUDENTS OF MOUNTWEST COMMUNITY AND TECHNICAL COLLEGE.

Program Service Accomplishments

Program 1

THE FOUNDATION PROVIDES SUPPORT IN THE FORM OF SCHOLARSHIPS AND AWARDS TO STUDENTS OF MOUNTWEST COMMUNITY AND TECHNICAL COLLEGE.

Program 2

THE 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...

THE 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

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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 $98,243

Program Service Revenue $0

Investment Income $96,516

Other Revenue $0

TOTAL REVENUE $194,759

Expense Breakdown

Grants Paid $46,478

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $15,592

TOTAL EXPENSES $62,070

Year-over-Year Comparison

	2023	2022	Change
Revenue	$194,759	$181,885	+0.1%
Expenses	$62,070	$135,993	-0.5%
Net Income	$132,689	$45,892	+1.9%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSHUA D BAKER	CTC PRESIDENT	N/A	Director	$0	$0	$0
REBECCA WHITE	SECRETARY	N/A	Officer Director	$0	$0	$0
DAVID EARL	VICE CHAIR	N/A	Director	$0	$0	$0
ISAAC MEYERS	TREASURER	N/A	Director	$0	$0	$0
AMY FRASURE	CHAIR	N/A	Officer Director	$0	$0	$0
VICKI DUNN-MARSHALL	TRUSTEE	N/A	Director	$0	$0	$0
ADAM REYNOLDS	TRUSTEE	N/A	Officer Director	$0	$0	$0
CASSIE MILLER	TRUSTEE	N/A	Officer Director	$0	$0	$0
NEIDRA WYRICK	TRUSTEE	N/A	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
2025	No data	No data	No data	No data
2024	$194,759	$62,070	$1,048,804	$132,689
2023	$181,885	$135,993	$915,516	$45,892
2022	$19,774	$7,273	$833,314	$12,501
2021	$69,547	$15,783	$734,695	$53,764
2020	$97,051	$130,583	$762,188	$-33,532
2019	$61,531	$35,375	$717,129	$26,156
2018	$113,830	$89,691	$696,450	$24,139