JIM AND CAROL WEST FOUNDATION (EIN 475030836) - 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

2015

Legal Domicile

Phone

7132259000

Tax Period

2024-01-01 to 2024-12-31

JIM AND CAROL WEST FOUNDATION, founded in 2015, is a small nonprofit in the Recreation & Sports sector that reported $346K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum.

Mission

GOLF TOURNAMENT PROCEEDS PRIMARILY SUPPORT TEXAS STATE GOLF TEAM AND ATHLETIC SCHOLARSHIPS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $340,797

Program Service Revenue $0

Investment Income $4,761

Other Revenue $0

TOTAL REVENUE $345,558

Expense Breakdown

Grants Paid $112,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $326,720

Other Expenses $226,222

TOTAL EXPENSES $338,722

Year-over-Year Comparison

	2024	2023	Change
Revenue	$345,558	$263,538	+0.3%
Expenses	$338,722	$248,756	+0.4%
Net Income	$6,836	$14,782	-0.5%

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

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
JIM WEST	PRESIDENT & DIRECTOR	4.00	Officer Director	$0	$0	$0
CAROL WEST	SECTY TREAS & DIRECTOR	4.00	Officer Director	$0	$0	$0
AUSTIN WEST	VICE PRESIDENT & DIRECTOR	4.00	Officer Director	$0	$0	$0
CHLOE SKELLY	VICE PRESIDENT & DIRECTOR	4.00	Officer 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	$345,558	$338,722	$133,262	$6,836
2023	$263,538	$248,756	$126,426	$14,782
2022	$314,734	$354,035	$111,644	$-39,301
2021	$365,155	$241,220	$150,945	$123,935
2020	$14,512	$132,500	$27,010	$-117,988

JIM AND CAROL WEST FOUNDATION