WESTERN STATES DIRECTOR EDUCATION FOUNDATION

EIN: 850384039 501(c)(3) Education

DENVER, CO

Total Revenue
$230,582
Total Expenses
$214,694
Total Assets
$175,781
Net Assets
$175,781
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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
1990
Legal Domicile
NM
Principal Officer
WILLIAM A MITCHELL JR
Phone
3032913700
Tax Period
2025-01-01 to 2025-12-31

WESTERN STATES DIRECTOR EDUCATION FOUNDATION, founded in 1990, is a small nonprofit in the Education sector that reported $231K in total revenue in fiscal year 2025. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $215K left a modest 7% surplus.

Mission

THE WESTERN STATES DIRECTOR EDUCATION FOUNDATION IS A NON-PROFIT ENTITY DEDICATED TO HELPING COMMUNITY BANKS CONTINUE TO THRIVE THROUGH AN ANNUAL SYMPOSIUM THAT SERVES TO EDUCATE AND PROMOTE AWARENESS OF TIMELY INDUSTRY ISSUES FOR COMMUNITY BANK BOARD DIRECTORS AND SENIOR EXECUTIVES IN THE ROCKY MOUNTAIN, SOUTHWESTERN AND MIDWESTERN REGIONS OF THE COUNTRY. THE BOARD VOLUNTEERS THEIR TIME AND ARE DEDICATED TO PROVIDING A VALUABLE AND EXCEPTIONAL PROGRAM EVERY AUTUMN. IN ADDITION, A PERCENTAGE OF THE SYMPOSIUM'S PROCEEDS ARE REINVESTED IN THE INDUSTRY THROUGH FINANCIAL CONTRIBUTIONS TO BANK ASSOCIATIONS AND OTHER EDUCATIONAL INSTITUTIONS TO SUPPORT THEIR EDUCATIONAL EFFORTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $227,721
Investment Income $2,861
Other Revenue $0
TOTAL REVENUE $230,582

Expense Breakdown

Grants Paid $20,500
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $211,419
Other Expenses $194,194
TOTAL EXPENSES $214,694

Year-over-Year Comparison

2025 2024 Change
Revenue $230,582 $194,043 +0.2%
Expenses $214,694 $208,278 +0.0%
Net Income $15,888 $-14,235 -2.1%
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

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Governance

Voting Members
20
Independent Members
20
Employees
N/A
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
3
$0
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DANNY BEYHAN DIRECTOR 1.00
Director
$0 $0 $0
CHRISTOPHER MOYA BOARD CHAIR 1.00
Officer Director
$0 $0 $0
WILLIAM A MITCHELL JR SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
VACANT BOARD VICE CHAIR 1.00
Officer Director
$0 $0 $0
GREG DIXSON DIRECTOR 1.00
Director
$0 $0 $0
JED FANNING DIRECTOR 1.00
Director
$0 $0 $0
P MARK GRAFF DIRECTOR 1.00
Director
$0 $0 $0
WILL ISHAM DIRECTOR 1.00
Director
$0 $0 $0
ZAC KARPF DIRECTOR 1.00
Director
$0 $0 $0
BOB MCBRIDE DIRECTOR 1.00
Director
$0 $0 $0
SCOTT MEIER DIRECTOR 1.00
Director
$0 $0 $0
ANDY MILLER DIRECTOR 1.00
Director
$0 $0 $0
VINK MILLER DIRECTOR 1.00
Director
$0 $0 $0
ANDY MONTGOMERY DIRECTOR 1.00
Director
$0 $0 $0
SEAN ORMAND DIRECTOR 1.00
Director
$0 $0 $0
S DEXTER SCHRODT DIRECTOR 1.00
Director
$0 $0 $0
MARK SHEELEY DIRECTOR 1.00
Director
$0 $0 $0
MIKE VAN NORSTRAND DIRECTOR 1.00
Director
$0 $0 $0
JENNIFER WALLER DIRECTOR 1.00
Director
$0 $0 $0
GERG WEED 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
2025 $230,582 $214,694 $175,781 $15,888
2023 $210,676 $210,485 $174,128 $191
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