COMMUNITY WEST FOUNDATION

EIN: 341456398 501(c)(3) Health Care

WESTLAKE, OH

Total Revenue
$14,311,488
Total Expenses
$8,591,325
Total Assets
$170,880,412
Net Assets
$134,947,896
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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
1997
Legal Domicile
OH
Principal Officer
MARTIN J UHLE
Phone
4403607370
Tax Period
2024-01-01 to 2024-12-31

COMMUNITY WEST FOUNDATION, founded in 1997, is a mid-sized nonprofit in the Health Care sector that reported $14.3M in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.7M, a strong 40% operating margin.

Mission

TO ADVANCE THE HEALTH AND WELL BEING OF OUR COMMUNITY

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,422,105
Program Service Revenue $0
Investment Income $10,858,784
Other Revenue $30,599
TOTAL REVENUE $14,311,488

Expense Breakdown

Grants Paid $6,473,661
Salaries & Benefits $1,445,726
Fundraising Expenses $584,374
Program Expenses $7,164,705
Other Expenses $671,938
TOTAL EXPENSES $8,591,325

Year-over-Year Comparison

2024 2023 Change
Revenue $14,311,488 $10,268,164 +0.4%
Expenses $8,591,325 $8,149,947 +0.1%
Net Income $5,720,163 $2,118,217 +1.7%
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

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Governance

Voting Members
21
Independent Members
20
Employees
N/A
Volunteers
104

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
5
$574,401
Total Directors
21
$345,228
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BACON MARK E GRANTS COMMITTEE 1.20
Director
$0 $0 $0
BOBST PAMELA E COMMUNITY ENGAGEMENT COMMI 0.60
Director
$0 $0 $0
BUEGLER REV DAVID GRANTS COMMITTEE 1.00
Director
$0 $0 $0
COTTER DANIEL B FINANCE COMMITTEE CHAIR 1.00
Director
$0 $0 $0
DEGRANDIS FRED M COMMUNITY ENGAGEMENT COMMI 0.60
Director
$0 $0 $0
FANCHER REV JON M COMMUNITY ENGAGEMENT COMMI 1.00
Director
$0 $0 $0
FOSTER VICKI B GRANTS COMM. CHAIR 1.70
Director
$0 $0 $0
FRUCHEY MICHAEL W COMMUNITY ENGAGEMENT COMM. CHAIR 1.30
Director
$0 $0 $0
HARRINGTON CHRISTOPHER BH CHAIR OF THE BOARD 2.20
Officer Director
$0 $0 $0
HESSLER DAVID J SEC./TREASURER/GRANTS COMM 1.30
Officer Director
$0 $0 $0
JACOBUS BARBARA GRANTS COMMITTEE 1.20
Director
$0 $0 $0
KANNENBERG KAREN COMMUNITY ENGAGEMENT COMMI 1.00
Director
$0 $0 $0
LAMB MD STEVEN A COMMUNITY ENGAGEMENT COMMI 0.60
Director
$0 $0 $0
MCMAKEN AMY BOARD VICE CHAIR/AUDIT COM. CHAIR 1.60
Officer Director
$0 $0 $0
MILLER GEORGE D INVESTMENT & FINANCE COMMITTEE 1.20
Director
$0 $0 $0
MORITZ JEFFREY C INVESTMENT COMM. CHAIR 1.30
Director
$0 $0 $0
OATEY WILLIAM R GRANTS COMMITTEE 1.20
Director
$0 $0 $0
RAJ MD JOYESH COMMUNITY ENGAGEMENT COMMI 0.30
Director
$0 $0 $0
ROMANELLO MICHAEL G INVESTMENT COMMITTEE 0.40
Director
$0 $0 $0
UHLE MARTIN J PRESIDENT AND CEO 45.00
Officer Director
$311,487 $33,741 $345,228
WARREN JR ROBERT COMMUNITY ENGAGEMENT COMMI 0.60
Director
$0 $0 $0
ROTH DANIEL J VICE PRESIDENT AND CFO 45.00
Officer
$198,096 $31,077 $229,173
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 $14,311,488 $8,591,325 $170,880,412 $5,720,163
2023 $10,268,164 $8,149,947 $156,706,579 $2,118,217
2022 $9,529,436 $8,754,048 $135,086,082 $775,388
2021 $16,551,362 $6,949,669 $167,698,411 $9,601,693
2020 $9,874,265 $6,684,627 $150,075,487 $3,189,638
2019 $9,873,185 $6,550,576 $132,110,091 $3,322,609
2018 $8,424,804 $5,247,342 $109,397,221 $3,177,462
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