JAMES E WEST FOUNDATION (EIN 844364398) - 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

2020

Legal Domicile

Principal Officer

CHRIS MEHAFFEY

Phone

4024319272

Tax Period

2024-01-01 to 2024-12-31

JAMES E WEST FOUNDATION, founded in 2020, is a community nonprofit in the Youth Development sector that reported $7.4M in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.6M, a strong 77% operating margin.

Mission

TO MANAGE AN ENDOWMENT FOR THE BENEFIT AND SUPPORT OF MID-AMERICA COUNCIL OF BOY SCOUTS OF AMERICA

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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 $4,388,832

Program Service Revenue $0

Investment Income $2,962,917

Other Revenue $0

TOTAL REVENUE $7,351,749

Expense Breakdown

Grants Paid $1,596,744

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,596,744

Other Expenses $116,488

TOTAL EXPENSES $1,713,232

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,351,749	$4,699,519	+0.6%
Expenses	$1,713,232	$2,377,811	-0.3%
Net Income	$5,638,517	$2,321,708	+1.4%

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

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

$255,517

Total Directors

$255,517

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS MEHAFFEY	SECRETARY/EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$48,785	$255,517
BOB HOWARD	CHAIRMAN	1.00	Officer Director	$0	$0	$0
PATRICK COOPER	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARK WYNEGAR	TREASURER	1.00	Officer Director	$0	$0	$0
JC VAN GINKEL	DIRECTOR	1.00	Director	$0	$0	$0
TIM HARRISON	DIRECTOR	1.00	Director	$0	$0	$0
DAN HAMANN	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	$7,351,749	$1,713,232	$25,653,394	$5,638,517
2024	$7,370,237	$2,013,232	$25,653,393	$5,357,005
2023	$4,699,519	$2,377,811	$20,804,289	$2,321,708
2022	$1,545,995	$1,821,818	$19,742,938	$-275,823
2021	$3,469,599	$1,378,112	$23,468,379	$2,091,487
2020	$23,239,622	$2,203,981	$22,387,843	$21,035,641

JAMES E WEST FOUNDATION