WEST MARION INC

EIN: 830671471 501(c)(3) Community Improvement

MARION, NC

Total Revenue
$1,973,479
Total Expenses
$1,585,039
Total Assets
$1,234,686
Net Assets
$1,227,085
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2018
Legal Domicile
NC
Principal Officer
PAULA AVERY
Phone
8283179729
Tax Period
2024-07-01 to 2025-06-30

WEST MARION INC, founded in 2018, is a community nonprofit in the Community Improvement sector that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $388K, a strong 20% operating margin.

Mission

THE MISSION OF WEST MARION INC IS TO ENHANCE THE QUALITY OF LIFE OF OUR RESIDENTS AND OVERCOME RACIAL BARRIERS BY BUILDING BRIDGES IN MCDOWELL COUNTY. WE DO THIS BY SHOWING COMPASSION, ADVOCATING FOR EQUITABLE POLICY REFORM, PROMOTING ECONOMIC DEVELOPMENT, SHARING RESOURCES, EMPOWERING YOUTH AND CREATING EQUITABLE OUTCOMES FOR ALL.

Program Service Accomplishments

Program 1
Expenses: $308,851 Revenue: $0

WEST MARION'S TRANSFORMATION PROGRAM: WEST MARION INC. ADVANCES HEALTH EQUITY FOR BLACK AND BROWN COMMUNITIES THROUGH COMMUNITY-LED INITIATIVES DESIGNED TO ADDRESS RACIAL DISPARITIES IN HEALTHCARE...

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WEST MARION'S TRANSFORMATION PROGRAM: WEST MARION INC. ADVANCES HEALTH EQUITY FOR BLACK AND BROWN COMMUNITIES THROUGH COMMUNITY-LED INITIATIVES DESIGNED TO ADDRESS RACIAL DISPARITIES IN HEALTHCARE ACCESS, QUALITY OF CARE, AND OVERALL WELL-BEING. THROUGH ITS ROBERT WOOD JOHNSON FOUNDATION-SUPPORTED "EQUITY IN HEALTH FOR BLACK & BROWN COMMUNITIES" INITIATIVE, THE ORGANIZATION ENGAGES DIRECTLY IMPACTED RESIDENTS, HEALTHCARE PROVIDERS, AND COMMUNITY PARTNERS TO IDENTIFY BARRIERS ROOTED IN STRUCTURAL RACISM AND SOCIAL INEQUITIES. WEST MARION INC. WORKS TO CO-CREATE CULTURALLY INFORMED POLICIES, STRENGTHEN TRUST BETWEEN HEALTHCARE SYSTEMS AND COMMUNITIES OF COLOR, AND PROMOTE EQUITABLE ACCESS TO PHYSICAL, MENTAL, AND BEHAVIORAL HEALTH SERVICES FOR HISTORICALLY UNDERSERVED POPULATIONS.WEST MARION INC. UTILIZES BLUE CROSS BLUE SHIELD FOUNDATION FUNDING TO ADVANCE FOOD JUSTICE AND HEALTH EQUITY INITIATIVES THAT ADDRESS CHILDHOOD OBESITY, FOOD INSECURITY, AND SYSTEMIC BARRIERS TO HEALTHY LIVING IN UNDERSERVED COMMUNITIES. THROUGH ITS FOOD ADVOCACY WORK, WEST MARION INC. PARTNERS WITH RESIDENTS, YOUTH, HEALTHCARE PROVIDERS, SCHOOLS, AND LOCAL FOOD SYSTEMS TO IMPROVE ACCESS TO FRESH, CULTURALLY APPROPRIATE FOODS WHILE PROMOTING POLICY, SYSTEMS, AND ENVIRONMENTAL CHANGES THAT SUPPORT HEALTHIER COMMUNITIES. PROGRAMS INCLUDE COMMUNITY GARDENS, YOUTH LEADERSHIP DEVELOPMENT, FRESH FOOD DISTRIBUTION, AND COMMUNITY-CENTERED HEALTH STRATEGIES FOCUSED ON BLACK, BROWN, AND RURAL FAMILIES DISPROPORTIONATELY IMPACTED BY HEALTH DISPARITIESWE INCREASE COMMUNITY CAPACITY TO RECOGNIZE AND RESPOND TO TRAUMA, MENTAL HEALTH CONCERNS, SUBSTANCE ABUSE, AND BEHAVIORAL DISTRESS AMONG YOUTH WHILE IMPROVING ACCESS TO CULTURALLY ALIGNED SUPPORT RESOURCES AND PREVENTION SERVICES.

Program 2
Expenses: $316,959 Revenue: $0

COMMUNITY SERVICES: WEST MARION INC. ENGAGES RESIDENTS IN COMMUNITY-LED FORUMS AND LEADERSHIP DEVELOPMENT TO ADVANCE RACIAL EQUITY AND SYSTEMS CHANGE IN MCDOWELL COUNTY, NC. THE ORGANIZATION...

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COMMUNITY SERVICES: WEST MARION INC. ENGAGES RESIDENTS IN COMMUNITY-LED FORUMS AND LEADERSHIP DEVELOPMENT TO ADVANCE RACIAL EQUITY AND SYSTEMS CHANGE IN MCDOWELL COUNTY, NC. THE ORGANIZATION FACILITATES REGULAR MEETINGS, PARTICIPATORY PLANNING, AND ADVOCACY ACTIVITIES THAT ELEVATE RESIDENT VOICE, STRENGTHEN MULTIRACIAL PARTNERSHIPS, AND INFORM LOCAL DECISION-MAKING ON ISSUES IMPACTING COMMUNITY HEALTH AND WELL-BEING.

Program 3
Expenses: $53,664 Revenue: $0

COMMUNITY ENGAGEMENT PROJECT: IS MODELED FROM THE ORIGINAL WEST MARION COMMUNITY FORUM THAT HAS EXPANDED INTO TWO OTHER COMMUNITIES TO ADDRESS ISSUES IDENTIFIED BY THOSE RESIDENTS. WEST MARION...

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COMMUNITY ENGAGEMENT PROJECT: IS MODELED FROM THE ORIGINAL WEST MARION COMMUNITY FORUM THAT HAS EXPANDED INTO TWO OTHER COMMUNITIES TO ADDRESS ISSUES IDENTIFIED BY THOSE RESIDENTS. WEST MARION OVERSEES THE OPERATIONS FOR THESE INITIATIVES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,992,535
Program Service Revenue $0
Investment Income $788
Other Revenue $-19,844
TOTAL REVENUE $1,973,479

Expense Breakdown

Grants Paid $211,913
Salaries & Benefits $529,831
Fundraising Expenses $0
Program Expenses $720,252
Other Expenses $843,295
TOTAL EXPENSES $1,585,039

Year-over-Year Comparison

2024 2023 Change
Revenue $1,973,479 $1,592,471 +0.2%
Expenses $1,585,039 $1,186,716 +0.3%
Net Income $388,440 $405,755 0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
9
Employees
7
Volunteers
120

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
5
$121,138
Total Directors
10
$121,138
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BILLY MARTIN CHAIR 10.00
Officer Director
$0 $0 $0
ANTHONY FREEMAN VICE CHAIR 2.00
Officer Director
$0 $0 $0
PHYLLIS MCKESSON SECRETARY 4.00
Officer Director
$0 $0 $0
RAY MCKESSON TREASURER 6.00
Officer Director
$0 $0 $0
HEATHER COTTON COMMUNITY AT LARGE 2.00
Director
$0 $0 $0
PAULA AVERY EXECUTIVE DIRECTOR 40.00
Officer Director
$115,738 $5,400 $121,138
NORMA BEAM COMMUNITY AT LARGE 2.00
Director
$0 $0 $0
ELMER MACOPSON COMMUNITY AT LARGE 2.00
Director
$0 $0 $0
EMILY ROBERTS COMMUNITY AT LARGE 2.00
Director
$0 $0 $0
KITTY WILSON COMMUNITY AT LARGE 4.00
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
2025 $1,973,479 $1,585,039 $1,234,686 $388,440
2024 $1,592,471 $1,186,716 $848,505 $405,755
2023 $974,633 $1,132,283 $442,617 $-157,650
2022 $1,034,166 $911,673 $598,390 $122,493
2021 $899,701 $723,000 $470,731 $176,701
2020 $479,863 $407,355 $309,952 $72,508
2019 $450,556 $233,773 $219,771 $216,783
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