PHILANTHROPY WEST VIRGINIA INC (EIN 550721553) - 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

1993

Legal Domicile

Principal Officer

JENNIFER GODDARD

Phone

3045171450

Tax Period

2024-01-01 to 2024-12-31

PHILANTHROPY WEST VIRGINIA INC, founded in 1993, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $266K in total revenue in fiscal year 2024. Expenses of $335K exceeded revenue, resulting in a 26% operating deficit.

Mission

STRENGTHENING PHILANTHROPY IN THE MOUNTAIN STATE.

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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 $184,877

Program Service Revenue $64,785

Investment Income $16,486

Other Revenue $0

TOTAL REVENUE $266,148

Expense Breakdown

Grants Paid $0

Salaries & Benefits $209,301

Fundraising Expenses $11,254

Program Expenses $259,979

Other Expenses $125,517

TOTAL EXPENSES $334,818

Year-over-Year Comparison

	2024	2023	Change
Revenue	$266,148	$261,199	+0.0%
Expenses	$334,818	$396,931	-0.2%
Net Income	$-68,670	$-135,732	-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

$46,738

Total Directors

$46,738

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIAN CLOWES	CHAIR	2.00	Officer Director	$0	$0	$0
MIKE LEWIS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JANELL RAY	TREASURER	2.00	Officer Director	$0	$0	$0
BROCK MALCOLM	SECRETARY	2.00	Officer Director	$0	$0	$0
JENNIE SMITH-PEERS	PRES. & CEO (EX-OFFICIO)	40.00	Officer Director	$46,738	$0	$46,738
DENA CUSHMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
RENEE MARGOCEE	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRISTINE MITCHELL	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID MORAN	BOARD MEMBER	2.00	Director	$0	$0	$0
ELIZABETH PELLEGRIN	BOARD MEMBER	2.00	Director	$0	$0	$0
JESS PUGLISI-SANDERS	BOARD MEMBER	2.00	Director	$0	$0	$0
MARY ANN RAUN	BOARD MEMBER	2.00	Director	$0	$0	$0
PATTY SHOWERS RYAN	BOARD MEMBER	2.00	Director	$0	$0	$0
RENEE STEFFEN	BOARD MEMBER	2.00	Director	$0	$0	$0
LEE STORROW	BOARD MEMBER	2.00	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	$266,148	$334,818	$416,464	$-68,670
2023	$261,199	$396,931	$489,292	$-135,732
2022	$352,956	$395,745	$629,534	$-42,789
2021	$904,666	$945,026	$1,066,681	$-40,360
2020	$1,233,525	$851,132	$812,662	$382,393
2019	$440,608	$516,385	$325,470	$-75,777
2018	$523,299	$466,227	$387,498	$57,072

PHILANTHROPY WEST VIRGINIA INC