GOWEST FOUNDATION (EIN 911649328) - 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

1993

Legal Domicile

Principal Officer

JENNIFER HUGGARD

Phone

8009959064

Tax Period

2023-01-01 to 2023-12-31

GOWEST FOUNDATION, founded in 1993, is a community nonprofit in the Human Services sector that reported $2.2M in total revenue in fiscal year 2023. Revenue surged 74% from the prior year, signaling strong growth momentum. The organization ran a surplus of $614K, a strong 28% operating margin.

Mission

POWERED BY A NETWORK OF CREDIT UNIONS, WE ARE UNIQUELY POSITIONED TO HARNESS AND DELIVER RESOURCES THAT STRENGTHEN THE FINANCIAL LIVES OF PEOPLE AND COMMUNITIES OPERATING IN ARIZONA, COLORADO, IDAHO, OREGON, WASHINGTON AND WYOMING.

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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 $1,724,559

Program Service Revenue $0

Investment Income $453,885

Other Revenue $0

TOTAL REVENUE $2,178,444

Expense Breakdown

Grants Paid $606,455

Salaries & Benefits $0

Fundraising Expenses $59,014

Program Expenses $1,046,200

Other Expenses $958,061

TOTAL EXPENSES $1,564,516

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,178,444	$1,250,244	+0.7%
Expenses	$1,564,516	$906,456	+0.7%
Net Income	$613,928	$343,788	+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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GENE PELHAM	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
SHELLI MILLHUFF	DIRECTOR	1.00	Director	$0	$0	$0
KELLY SCHRADER	TREASURER	1.00	Officer Director	$0	$0	$0
TOM BERQUIST	DIRECTOR	1.00	Director	$0	$0	$0
NORA CARPENTER	DIRECTOR	1.00	Director	$0	$0	$0
JACKIE HOONJAN	DIRECTOR	1.00	Director	$0	$0	$0
CHARLOTTE NEMEC	DIRECTOR	1.00	Director	$0	$0	$0
TODD PEARSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
TYLER VALENTINE	SECRETARY	1.00	Officer Director	$0	$0	$0
JAY CHAMPION	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER KUTCHER	DIRECTOR	1.00	Director	$0	$0	$0
JANE PRANCAN	DIRECTOR	1.00	Director	$0	$0	$0
ERIC RENAUD	DIRECTOR	1.00	Director	$0	$0	$0
RAINY THOEN	DIRECTOR	1.00	Director	$0	$0	$0
STACIE WYSS-SCHOENBORN	DIRECTOR	1.00	Director	$0	$0	$0
TROY STANG	PRESIDENT	1.00	Officer	$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	$2,178,444	$1,564,516	$19,930,289	$613,928
2022	$1,250,244	$906,456	$8,102,504	$343,788
2021	$1,389,702	$903,067	$6,478,710	$486,635
2020	$1,300,076	$643,847	$5,642,283	$656,229
2019	$864,431	$1,084,278	$4,630,615	$-219,847
2018	$1,211,408	$647,327	$4,404,607	$564,081

GOWEST FOUNDATION