EASTERN WEST VIRGINIA COMMUNITY FO… - 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

1995

Legal Domicile

Principal Officer

MICHAEL WHALTON

Phone

3042640353

Tax Period

2023-01-01 to 2023-12-31

EASTERN WEST VIRGINIA COMMUNITY FOUNDATION, founded in 1995, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.5M in total revenue in fiscal year 2023. Revenue fell 41% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $676K, a strong 27% operating margin.

Mission

TO OPERATE A COMMUNITY FOUNDATION IN EASTERN WEST VIRGINIA, BY GATHERING GIFTS FROM DONORS, GROWING THOSE CONTRIBUTIONS THROUGH PRUDENT INVESTMENTS, AND AWARDING ANNUAL GRANTS TO NONPROFIT ORGANIZATIONS FROM THE INVESTMENT GAINS.

Program Service Accomplishments

Program 1

Expenses: $1,576,256 Revenue: $22,169

THE EASTERN WEST VIRGINIA COMMUNITY FOUNDATION ACCEPTS CONTRIBUTIONS FROM INDIVIDUALS, BUSINESSES, NONPROFIT ORGANIZATIONS AND OTHERS; INVESTING THOSE GIFTS FOR LONG-TERM GROWTH, THEN AWARDING ANNUAL SCHOLARSHIPS TO STUDENTS, AND GRANTS TO NONPROFIT ORGANIZATIONS, CHURCHES, AND GOVERNMENT AGENCIES FOR THE BENEFIT PRIMARILY OF THE PEOPLE IN THE EASTERN REGION OF WEST VIRGINIA.

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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 $1,517,345

Program Service Revenue $0

Investment Income $963,988

Other Revenue $23,612

TOTAL REVENUE $2,504,945

Expense Breakdown

Grants Paid $1,260,363

Salaries & Benefits $318,371

Fundraising Expenses $3,478

Program Expenses $1,576,256

Other Expenses $250,134

TOTAL EXPENSES $1,828,868

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,504,945	$4,241,268	-0.4%
Expenses	$1,828,868	$1,720,054	+0.1%
Net Income	$676,077	$2,521,214	-0.7%

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

$135,000

Total Directors

$52,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
JUDI MCINTYRE	DIRECTOR	1.00	Director	$0	$0	$0
CHARLOTTE NORRIS	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS PALMER	DIRECTOR	1.00	Director	$0	$0	$0
RUTH PRITCHARD	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS JANELLE	TREASURER	1.00	Officer Director	$0	$0	$0
ANDREW MCMILLAN	PRESIDENT	5.00	Officer Director	$0	$0	$0
PATTY AUSTIN	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA MCMILLAN	DIRECTOR	1.00	Director	$0	$0	$0
JEN ROLSTON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BONNIE STUBBLEFIELD	DIRECTOR	1.00	Director	$0	$0	$0
DAVID DEJARNETT	DIRECTOR - COUNSELOR	1.00	Director	$0	$0	$0
SCOTT ROACH	SECRETARY	1.00	Officer Director	$0	$0	$0
LEIGH FLEMING	DIRECTOR	1.00	Director	$0	$0	$0
HELEN HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
DAVE MAHER	DIRECTOR	1.00	Director	$0	$0	$0
KENNY ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN CAPERTON	DIR(2 MTHS), COO/ASSOC DIR(10 MTHS)	32.00	Officer Director	$52,000	$0	$52,000
MICHAEL WHALTON	EXECUTIVE DIRECTOR	36.00	Officer	$83,000	$0	$83,000

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	$2,504,945	$1,828,868	$39,860,703	$676,077
2022	$4,241,268	$1,720,054	$35,073,526	$2,521,214
2021	$6,123,199	$1,408,215	$40,521,053	$4,714,984
2020	$3,320,240	$1,446,143	$35,551,412	$1,874,097
2019	$3,319,072	$1,014,222	$30,293,143	$2,304,850
2018	$4,125,882	$1,339,342	$25,278,662	$2,786,540

EASTERN WEST VIRGINIA COMMUNITY FOUNDATION