COMMUNITY FOUNDATION OF WEST TEXAS (EIN 751709180) - 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

1981

Legal Domicile

Principal Officer

STEPHEN WARREN

Phone

8067628061

Tax Period

2024-01-01 to 2024-12-31

COMMUNITY FOUNDATION OF WEST TEXAS, founded in 1981, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.1M in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.0M, a strong 44% operating margin.

Mission

THE COMMUNITY FOUNDATION OF WEST TEXAS ENHANCES THE LIVES OF ALL RESIDENTS OF THE TEXAS SOUTH PLAINS REGION, NOW AND FOR GENERATIONS TO COME, BY WORKING TOGETHER WITH OUR DONORS TO BUILD COMMUNITY ENDOWMENT, ADDRESS NEEDS THROUGH GRANTMAKING AND PROVIDE LEADERSHIP ON KEY COMMUNITY ISSUES.

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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 $3,467,368

Program Service Revenue $39,468

Investment Income $5,615,279

Other Revenue $-18,451

TOTAL REVENUE $9,103,664

Expense Breakdown

Grants Paid $3,481,495

Salaries & Benefits $826,419

Fundraising Expenses $412,673

Program Expenses $4,345,382

Other Expenses $779,593

TOTAL EXPENSES $5,087,507

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,103,664	$6,880,528	+0.3%
Expenses	$5,087,507	$4,972,820	+0.0%
Net Income	$4,016,157	$1,907,708	+1.1%

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

100

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

$155,256

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN WARREN	PRESIDENT	40.00	Officer	$129,135	$26,121	$155,256
LYNNETTE WILSON	CHAIRMAN	1.00	Officer Director	$0	$0	$0
BRIANNA BROWN	SECRETARY-TREASURER	1.00	Officer Director	$0	$0	$0
RYAN HENRY	CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
DWIGHT MCDONALD	PAST CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARK BASS	INVESTMENT CHAIR	1.00	Director	$0	$0	$0
ROGER KARR	GRANTS COMMITTEE CHAIR	1.00	Director	$0	$0	$0
DAWN MOORE	PERSONNEL CHAIR	1.00	Director	$0	$0	$0
TERRA JAMES	DONOR RELATIONS CHAIR	1.00	Director	$0	$0	$0
ANN MARIE WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
DON RUSHING	DIRECTOR	1.00	Director	$0	$0	$0
TED RUSHING	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA GILLEY	DIRECTOR	1.00	Director	$0	$0	$0
SHARON PRATHER	DIRECTOR	1.00	Director	$0	$0	$0
SARAH THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
DIANN WINDHAM	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE QUINTELA	DIRECTOR	1.00	Director	$0	$0	$0
CHAD INDERMAN	DIRECTOR	1.00	Director	$0	$0	$0
RUSS LINER	DIRECTOR	1.00	Director	$0	$0	$0
ERIC FISHER	DIRECTOR	1.00	Director	$0	$0	$0
KEITH PATRICK	DIRECTOR	1.00	Director	$0	$0	$0
MARGO GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
ADRIENNE WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
DONNIE YANDELL	DIRECTOR	1.00	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	$9,103,664	$5,087,507	$77,103,118	$4,016,157
2023	$6,880,528	$4,972,820	$70,356,114	$1,907,708
2022	$7,878,183	$4,340,947	$61,358,908	$3,537,236
2021	$8,377,445	$4,677,275	$69,554,926	$3,700,170
2020	$14,320,939	$6,691,723	$63,466,703	$7,629,216
2019	$6,662,222	$5,242,996	$51,132,207	$1,419,226
2018	$9,028,774	$3,396,387	$43,923,325	$5,632,387

COMMUNITY FOUNDATION OF WEST TEXAS