COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA (EIN 541959458) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

CARLY C OLIVER

Phone

5409850204

Tax Period

2024-07-01 to 2025-06-30

COMMUNITY FOUNDATION OF WESTERN VIRGINIA, founded in 1988, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.1M in total revenue in fiscal year 2017. Revenue surged 108% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.9M, a strong 43% operating margin.

Mission

THE ORGANIZATION PROVIDES LEADERSHIP, RESOURCES, AND INSPIRATION FOR PHILANTHROPY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $8,383,379

Program Service Revenue $1,484,441

Investment Income $3,473,987

Other Revenue $0

TOTAL REVENUE $13,341,807

Expense Breakdown

Grants Paid $4,362,567

Salaries & Benefits $979,970

Fundraising Expenses $202,108

Program Expenses $4,785,201

Other Expenses $2,260,261

TOTAL EXPENSES $7,602,798

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,341,807	$8,215,768	+0.6%
Expenses	$7,602,798	$7,333,698	+0.0%
Net Income	$5,739,009	$882,070	+5.5%

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

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

$595,221

Total Directors

$453,963

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN LANCASTER	BOARD CHAIR	0.20	Officer Director	$0	$0	$0
LUTHERIA H SMITH	BOARD TREASURER THROUGH 7/24	0.20	Officer Director	$0	$0	$0
JULIANNE B NAFF	BOARD TREASURER STARTING 8/24	0.20	Officer Director	$0	$0	$0
ALAN E RONK	BOARD SECRETARY, CEO TILL 3/25	40.00	Officer Director	$236,703	$33,704	$270,407
CARLY C OLIVER	BOARD SECRETARY, COO THEN CEO STARTING 4/25	40.00	Officer Director	$159,692	$23,864	$183,556
LAUREN ELLERMAN	BOARD MEMBER	0.20	Director	$0	$0	$0
SHERRY W DAVIDSON	BOARD MEMBER	0.20	Director	$0	$0	$0
RICK JAMES	BOARD MEMBER	0.20	Director	$0	$0	$0
COLLEEN M MARSTON	BOARD MEMBER	0.20	Director	$0	$0	$0
GEORGE A LEVICKI	BOARD MEMBER	0.20	Director	$0	$0	$0
SAMUEL ROMAN JR	BOARD MEMBER	0.20	Director	$0	$0	$0
NADRA L SCOTT	BOARD MEMBER	0.20	Director	$0	$0	$0
RICHARD G BAILEY	BOARD MEMBER	0.20	Director	$0	$0	$0
VERLETTA WHITE	BOARD MEMBER	0.20	Director	$0	$0	$0
FLORENCE WILLIAMS	BOARD MEMBER	0.20	Director	$0	$0	$0
SUSAN COOK	BOARD MEMBER	0.20	Director	$0	$0	$0
MARGIE B EASON	BOARD MEMBER	0.20	Director	$0	$0	$0
JAMES B FRITH JR	BOARD MEMBER	0.20	Director	$0	$0	$0
GRETCHEN W BEEDLE	BOARD MEMBER	0.20	Director	$0	$0	$0
ELAINE MILAN CRONK	BOARD MEMBER	0.20	Director	$0	$0	$0
JOHN BLANTON	BOARD MEMBER	0.20	Director	$0	$0	$0
DR J RANDOLPH CLEMENTS	BOARD MEMBER	0.20	Director	$0	$0	$0
SARAH KELLEY	CFO	40.00	Officer	$123,689	$17,569	$141,258
APRIL HAYNES	COO STARTING 4/1/25	40.00	Highest	$113,397	$16,924	$130,321
MICHELLE EBERLY	DIRECTOR, GRANTS & DONOR ENGAGEMENT	40.00	Highest	$113,314	$15,723	$129,037

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	$13,341,807	$7,602,798	$138,571,247	$5,739,009
2024	$8,215,768	$7,333,698	$122,989,535	$882,070
2023	$10,560,771	$6,901,716	$112,179,116	$3,659,055
2022	$12,225,680	$7,002,561	$100,299,802	$5,223,119
2021	$11,505,235	$5,646,627	$118,319,076	$5,858,608
2020	$13,527,876	$5,904,140	$89,199,624	$7,623,736
2018	$9,102,690	$5,161,682	$73,689,151	$3,941,008

COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA