FOUNDATION WEST (EIN 942854053) - 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

1992

Legal Domicile

Principal Officer

JEFF MARKARIAN

Phone

5593272469

Tax Period

2023-07-01 to 2024-06-30

FOUNDATION WEST, founded in 1992, is a community nonprofit in the Education sector that reported $1.9M in total revenue in fiscal year 2023.

Mission

TO PROVIDE A FINANCIAL SUPPORT-BASE THROUGH FUNDRAISERS FOR ALL STUDENTS' CO-CURRICULAR ACTIVITIES. TO BETTER SERVE AND SUPPORT OUR TEACHERS & STUDENT POPULATION SCHOLASTICALLY AND ATHLECTICALLY. TO INVOLVE AT LEAST 90% OF OUR STUDENTS IN ONE OR MORE ACTIVITIES DURING THEIR HIGH SCHOOL CAREERS.

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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 $264,859

Program Service Revenue $0

Investment Income $460

Other Revenue $1,584,860

TOTAL REVENUE $1,850,179

Expense Breakdown

Grants Paid $41,350

Salaries & Benefits $0

Fundraising Expenses $499,016

Program Expenses $1,371,084

Other Expenses $1,883,296

TOTAL EXPENSES $1,924,646

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,850,179	$1,828,185	+0.0%
Expenses	$1,924,646	$1,728,025	+0.1%
Net Income	$-74,467	$100,160	-1.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
WENDY GABRIEL	DIRECTOR	Director	$0	$0	$0
SARA BRECH	DIRECTOR	Director	$0	$0	$0
LUCY BROWN	DIRECTOR	Director	$0	$0	$0
MONICA BREWER	DIRECTOR	Director	$0	$0	$0
KELLI CIPOLLA	RECORDING SECRETARY	Officer Director	$0	$0	$0
REGINA CAVAZOS-ROSE	DIRECTOR	Director	$0	$0	$0
JENNIFER SENNEWAY	DIRECTOR	Director	$0	$0	$0
ROMAN CASTRO	DIRECTOR	Director	$0	$0	$0
CATRINA JONES	DIRECTOR	Director	$0	$0	$0
RACHELLE HAYASHI	DIRECTOR	Director	$0	$0	$0
ANDREA SHUBIN	DIRECTOR	Director	$0	$0	$0
RUBY HELSLEY	PARLIAMENTARIAN	Director	$0	$0	$0
MICHAEL LAWSON	DIRECTOR	Director	$0	$0	$0
ANNA HOOK	DIRECTOR	Director	$0	$0	$0
CARLOS CABRERA	DIRECTOR	Director	$0	$0	$0
JANELE HOWELL	DIRECTOR	Director	$0	$0	$0
COY STRUNK	DIRECTOR	Director	$0	$0	$0
TRUDI ROBERTSON	TREASURER	Officer Director	$0	$0	$0
PATRICIA LOGOLUSO	DIRECTOR	Director	$0	$0	$0
JEFF MARKARIAN	DIRECTOR	Officer Director	$0	$0	$0
JIMMY SAUCEDA	DIRECTOR	Director	$0	$0	$0
ESPY TURLEY	DIRECTOR	Director	$0	$0	$0
JOHN MEANS	DIRECTOR	Director	$0	$0	$0
JENNIFER POOCHIGIAN	DIRECTOR	Director	$0	$0	$0
JOY SHELTON	DIRECTOR	Director	$0	$0	$0
MICHELLE NISHANIAN	VICE PRESIDENT	Officer Director	$0	$0	$0
KATRINA OH	PRESIDENT	Director	$0	$0	$0
BEAU PLUMLEE	PAST PRESIDENT	Officer Director	$0	$0	$0
JENA FIELDS	DIRECTOR	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	$1,850,179	$1,924,646	$715,024	$-74,467
2023	$1,828,185	$1,728,025	$789,491	$100,160
2022	$1,564,320	$1,416,001	$689,331	$148,319
2021	$519,604	$567,078	$541,012	$-47,474
2020	$1,238,643	$1,183,666	$588,486	$54,977
2019	$1,438,468	$1,454,414	$533,509	$-15,946
2018	$1,644,777	$1,563,790	$549,455	$80,987

FOUNDATION WEST