Arrowhead West Endowment Associati… - Form 990 Financial Data

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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

1991

Legal Domicile

Principal Officer

Lori Pendergast

Phone

6202278803

Tax Period

2023-01-01 to 2023-12-31

Arrowhead West Endowment Association, founded in 1991, is a community nonprofit in the Community Improvement sector that reported $2.9M in total revenue in fiscal year 2023. Revenue fell 48% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.5M, a strong 52% operating margin.

Mission

To solicit, receive and administer gifts and bequests in order to provide for the perpetual support and advancement of the purposes of Arrowhead West, Inc. and its services to people with intellectual and or developmental disabilities.

Program Service Accomplishments

Program 1

Expenses: $1,200,000

To solicit, receive and administer gifts and bequests in order to provide for the perpetual support and advancement of the purposes of Arrowhead West, Inc. and its services to people with...

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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 $90,951

Program Service Revenue $0

Investment Income $2,853,787

Other Revenue $0

TOTAL REVENUE $2,944,738

Expense Breakdown

Grants Paid $0

Salaries & Benefits $55,958

Fundraising Expenses $171,685

Program Expenses $1,200,000

Other Expenses $1,350,048

TOTAL EXPENSES $1,406,006

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,944,738	$5,713,659	-0.5%
Expenses	$1,406,006	$1,380,653	+0.0%
Net Income	$1,538,732	$4,333,006	-0.6%

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

$35,345

Total Directors

$60,945

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE DOLL	DIRECTOR	1.00	Officer Director	$800	$0	$800
LORI PENDERGAST	PRESIDENT	1.00	Officer Director	$32,945	$0	$32,945
STEVE STEIN	TREASURER	1.00	Officer Director	$800	$0	$800
MIKE STEIN	VICE-CHAIRPERSON	1.00	Officer Director	$800	$0	$800
PAULA MUETING	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
KELLY MASON	SECRETARY	1.00	Director	$800	$0	$800
DON PENDERGAST	DIRECTOR	1.00	Director	$24,800	$0	$24,800

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	No data	No data	No data	No data
2023	$2,944,738	$1,406,006	$126,693,651	$1,538,732
2022	$5,713,659	$1,380,653	$111,624,972	$4,333,006
2021	$5,308,890	$915,566	$125,618,456	$4,393,324
2020	$3,547,082	$313,855	$104,004,876	$3,233,227
2019	$3,099,731	$673,115	$94,596,819	$2,426,616
2018	$2,226,682	$314,826	$81,103,120	$1,911,856

Arrowhead West Endowment Association