WEST LIBERTY UNIVERSITY FOUNDATION INC (EIN 550480299) - 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

1964

Legal Domicile

Principal Officer

BETSY DELK

Phone

3043365635

Tax Period

2023-07-01 to 2024-06-30

WEST LIBERTY UNIVERSITY FOUNDATION INC, founded in 1964, is a community nonprofit that reported $3.4M in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 37% operating margin.

Mission

THE WEST LIBERTY UNIVERSITY FOUNDATION RAISES, INVESTS, AND STEWARDS PRIVATE FUNDS TO STRENGTHEN WEST LIBERTY UNIVERSITY AND TO INCREASE OPPORTUNITY FOR STUDENTS OF ALL BACKGROUNDS TO PURSUE HIGHER LEARNING.

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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 $1,896,163

Program Service Revenue $180,901

Investment Income $1,356,943

Other Revenue $0

TOTAL REVENUE $3,434,007

Expense Breakdown

Grants Paid $0

Salaries & Benefits $268,372

Fundraising Expenses $0

Program Expenses $1,701,169

Other Expenses $1,911,258

TOTAL EXPENSES $2,179,630

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,434,007	$2,501,609	+0.4%
Expenses	$2,179,630	$2,063,295	+0.1%
Net Income	$1,254,377	$438,314	+1.9%

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

$75,385

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN JOSEPH	CHAIR	1.00	Officer Director	$0	$0	$0
DR CLYDE D CAMPBELL	DIRECTOR	0.50	Director	$0	$0	$0
MARTY ADAMS	DIRECTOR	0.50	Director	$0	$0	$0
DENISE PENZ	DIRECTOR	1.00	Officer Director	$0	$0	$0
JASON BLAIR	DIRECTOR	0.50	Director	$0	$0	$0
JOHN DOLAN	CHAIR	1.00	Officer Director	$0	$0	$0
DAVID CROFT	TREASURER	1.00	Director	$0	$0	$0
JOHN BONASSI	DIRECTOR	0.50	Director	$0	$0	$0
JAMES FRUM	DIRECTOR	0.50	Director	$0	$0	$0
JEREMY WEST	VICE CHAIR	1.00	Director	$0	$0	$0
BETH WEAVER	DIRECTOR	0.50	Director	$0	$0	$0
DON NICKERSON	DIRECTOR	0.50	Director	$0	$0	$0
E ALEX PARIS III	DIRECTOR	0.50	Director	$0	$0	$0
DIANE GONGAWARE	DIRECTOR	0.50	Director	$0	$0	$0
ANISSA ANDERSON	SECRETARY	1.00	Officer Director	$0	$0	$0
LINDA EDWARDS	DIRECTOR	0.50	Director	$0	$0	$0
JOHN MCCULLOUGH	DIRECTOR	0.50	Director	$0	$0	$0
SAMUEL STONE	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTINE CARDER	DIRECTOR	0.50	Director	$0	$0	$0
CLIFTON SPINNER	DIRECTOR	0.50	Director	$0	$0	$0
TODD COVER	DIRECTOR	0.50	Director	$0	$0	$0
KATIE KACMARIK	DIRECTOR	0.50	Director	$0	$0	$0
BETSY DELK	EXECUTIVE DIRECTOR	40.00	Officer	$75,385	$0	$75,385

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	$3,434,007	$2,179,630	$28,025,270	$1,254,377
2023	$2,501,609	$2,063,295	$24,994,478	$438,314
2022	$4,184,811	$1,946,381	$23,210,678	$2,238,430
2021	$3,805,434	$1,940,758	$25,810,312	$1,864,676
2020	$2,341,763	$2,066,421	$20,872,500	$275,342
2019	$3,178,345	$1,928,268	$20,101,623	$1,250,077
2018	$2,403,574	$2,236,881	$18,786,339	$166,693

WEST LIBERTY UNIVERSITY FOUNDATION INC