ResourceWest (EIN 411975357) - 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

2000

Legal Domicile

Principal Officer

Sara Chovan

Phone

9529333860

Tax Period

2023-07-01 to 2024-06-30

ResourceWest, founded in 2000, is a small nonprofit in the Education sector that reported $502K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring.

Mission

Support individuals and families in the West Metro through collaborative programs and connections

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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 $501,076

Program Service Revenue $0

Investment Income $8,943

Other Revenue $-8,510

TOTAL REVENUE $501,509

Expense Breakdown

Grants Paid $211,827

Salaries & Benefits $266,970

Fundraising Expenses $55,057

Program Expenses $402,603

Other Expenses $55,628

TOTAL EXPENSES $534,425

Year-over-Year Comparison

	2023	2022	Change
Revenue	$501,509	$655,200	-0.2%
Expenses	$534,425	$594,464	-0.1%
Net Income	$-32,916	$60,736	-1.5%

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

150

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

$81,739

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dan O'Reilly	President	5.00	Officer Director	$0	$0	$0
Sara Chovan	Vice President	2.00	Officer Director	$0	$0	$0
Calli Seeman	Treasurer	2.00	Officer Director	$0	$0	$0
Joelle Hoeft	Director	2.00	Director	$0	$0	$0
Jane Kuhn	Director	2.00	Director	$0	$0	$0
Chantele Burgess	Director	2.00	Director	$0	$0	$0
Dirk Koenig	Director	2.00	Director	$0	$0	$0
Shannon Anderson	Director	2.00	Director	$0	$0	$0
Kaylen Broms	Director	2.00	Director	$0	$0	$0
Rebekah Hanson	Director	2.00	Director	$0	$0	$0
Daniel Douglass	Director (Apr-Jun)	2.00	Director	$0	$0	$0
Tracie Stanton	Executive Director	45.00	Officer	$79,610	$2,129	$81,739

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	$501,509	$534,425	$504,085	$-32,916
2023	$655,200	$594,464	$525,232	$60,736
2022	$540,601	$496,295	$454,095	$44,306
2021	$602,028	$465,164	$448,014	$136,864
2020	$464,202	$418,575	$315,264	$45,627
2019	$445,628	$417,433	$256,676	$28,195
2018	$519,348	$482,555	$199,280	$36,793

ResourceWest