WEST VIRGINIA CENTER ON BUDGET AND POLICY INC (EIN 562653132) - 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

2007

Legal Domicile

Principal Officer

KELLY ALLEN

Phone

3047208682

Tax Period

2024-01-01 to 2024-12-31

WEST VIRGINIA CENTER ON BUDGET AND POLICY INC, founded in 2007, is a community nonprofit in the Public & Societal Benefit sector that reported $1.3M in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $193K, a strong 15% operating margin.

Mission

NONPARTISAN RESEARCH AND POLICY ANALYSIS

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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 $931,145

Program Service Revenue $292,500

Investment Income $53,589

Other Revenue $5,581

TOTAL REVENUE $1,282,815

Expense Breakdown

Grants Paid $0

Salaries & Benefits $705,729

Fundraising Expenses $4,099

Program Expenses $1,029,689

Other Expenses $383,693

TOTAL EXPENSES $1,089,422

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,282,815	$1,569,185	-0.2%
Expenses	$1,089,422	$1,016,633	+0.1%
Net Income	$193,393	$552,552	-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

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

$100,584

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM MCKAY	CHAIR	1.00	Officer Director	$0	$0	$0
CARRIE STATON	SECRETARY	1.00	Officer Director	$0	$0	$0
MARYBETH BELLER	TREASURER	1.00	Officer Director	$0	$0	$0
LEKEISHA BARRON-BROWN	DIRECTOR	1.00	Director	$0	$0	$0
YVONNE LEE	DIRECTOR	1.00	Director	$0	$0	$0
SHERRI MCKINNEY	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN STANLEY	DIRECTOR	1.00	Director	$0	$0	$0
RICK WILSON	DIRECTOR	1.00	Director	$0	$0	$0
KELLY ALLEN	EXECUTIVE DIRECTOR	40.00	Officer	$100,584	$0	$100,584

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	$1,282,815	$1,089,422	$1,571,776	$193,393
2023	$1,569,185	$1,016,633	$1,302,504	$552,552
2022	$531,341	$897,554	$749,952	$-366,213
2021	$1,449,723	$978,066	$1,116,165	$471,657
2020	$1,031,238	$754,713	$644,508	$276,525
2019	$510,483	$611,440	$367,994	$-100,957
2018	$646,128	$656,969	$468,951	$-10,841

WEST VIRGINIA CENTER ON BUDGET AND POLICY INC