AMERICAN WEST HERITAGE FOUNDATION (EIN 870542103) - 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

1995

Legal Domicile

Principal Officer

ROSS BOWEN

Tax Period

2023-01-01 to 2023-12-31

AMERICAN WEST HERITAGE FOUNDATION, founded in 1995, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.9M in total revenue in fiscal year 2023. Expenses of $1.8M left a modest 4% surplus.

Mission

LOCAL AND REGIONAL HISTORY EDUCATION THROUGH LIVING HISTORY PROGRAMMING

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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 (2023)

Revenue Breakdown

Contributions & Grants $686,400

Program Service Revenue $1,082,470

Investment Income $54,088

Other Revenue $32,473

TOTAL REVENUE $1,855,431

Expense Breakdown

Grants Paid $0

Salaries & Benefits $769,747

Fundraising Expenses $63,764

Program Expenses $1,591,852

Other Expenses $1,012,492

TOTAL EXPENSES $1,782,239

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,855,431	$1,951,670	0.0%
Expenses	$1,782,239	$1,652,980	+0.1%
Net Income	$73,192	$298,690	-0.8%

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

115

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC OLSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL WILLIE	BOARD MEMBER	1.00	Director	$0	$0	$0
DWIGHT DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
GARY ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE HOLLIST-TERRILL	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID BELL	BOARD MEMBER	1.00	Director	$0	$0	$0
RUSS HALL	Chairman	1.00	Director	$0	$0	$0
KEVIN FIELDING	BOARD MEMBER	1.00	Director	$0	$0	$0
DARREN PARRY	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM BAILEY	BOARD MEMBER	1.00	Director	$0	$0	$0
CHAD JENSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
BOYD FERRIN	BOARD MEMBER	1.00	Director	$0	$0	$0
WAYNE ANDERSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARLA SPEAR	VICE CHAIR	1.00	Director	$0	$0	$0
ROSS BOWEN	Executive Dir.	40.00	Officer Director	$0	$0	$0
KARL WARD	BOARD MEMBER	1.00	Director	$0	$0	$0
NATALIE HANCOCK	BOARD MEMBER	1.00	Director	$0	$0	$0
SHEILA KARTCHNER	BOARD MEMBER	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	No data	No data	No data	No data
2023	$1,855,431	$1,782,239	$3,484,653	$73,192
2022	$1,951,670	$1,652,980	$3,385,530	$298,690
2021	$1,494,150	$1,245,390	$3,082,934	$248,760
2020	$1,258,547	$1,048,543	$2,844,286	$210,004
2019	$1,291,724	$1,307,214	$2,571,367	$-15,490
2018	$1,417,474	$1,290,692	$2,587,901	$126,782

AMERICAN WEST HERITAGE FOUNDATION