Mark West Area Community Fund (EIN 922669449) - 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

2023

Legal Domicile

Principal Officer

Westin Miller

Phone

8778295500

Tax Period

2024-01-01 to 2024-12-31

Mark West Area Community Fund, founded in 2023, is a small nonprofit in the Community Improvement sector that reported $975K in total revenue in fiscal year 2024. Revenue surged 501% from the prior year, signaling strong growth momentum. The organization ran a surplus of $953K, a strong 98% operating margin.

Mission

The Mark West Area Community Fund (Fund) is a 501 (c)(3) non-profit organization with a mission to support neighborhood improvement projects and community engagement activities within the greater Mark West Area including Larkfield, Wikiup, Mark West and Fulton. The Fund is governed by a volunteer board of directors comprised of community and business leaders whom represent the various neighborhoods within the Mark West Area and chamber of commerce.

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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 $972,588

Program Service Revenue $0

Investment Income $1,665

Other Revenue $1,130

TOTAL REVENUE $975,383

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,111

Other Expenses $22,173

TOTAL EXPENSES $22,173

Year-over-Year Comparison

	2024	2023	Change
Revenue	$975,383	$162,320	+5.0%
Expenses	$22,173	$1,846	+11.0%
Net Income	$953,210	$160,474	+4.9%

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
Brad Sherwood	President	5.00	Officer Director	$0	$0	$0
Westin Miller	Treasurer	5.00	Officer Director	$0	$0	$0
Steve Plamann	Vice President	5.00	Officer Director	$0	$0	$0
Roni Berg	Director	1.00	Director	$0	$0	$0
Dmitri Manzel	Director	1.00	Director	$0	$0	$0
Ron Calloway	Director	1.00	Director	$0	$0	$0
Karen Fies	Director	1.00	Director	$0	$0	$0
Heidi Would	Secretary	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	No data	No data	No data	No data
2024	$975,383	$22,173	$1,113,684	$953,210

Mark West Area Community Fund