Mountwest Foundation INC: FY2021 Nonprofit Profile & Form 990 (EIN 27-0288078)

Revenue by fiscal year
FY2020	$97K
FY2021	$70K
FY2022	$20K
FY2023	$182K
FY2024	$195K
FY2025	$1.0M

Expenses by fiscal year
FY2020	$131K
FY2021	$16K
FY2022	$7K
FY2023	$136K
FY2024	$62K
FY2025	$514K

Net assets by fiscal year
FY2020	$663K
FY2021	$716K
FY2022	$729K
FY2023	$916K
FY2024	$1.0M
FY2025	$1.5M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 2009.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

100%

Program services 100% · $16K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII

Dr Joshua Baker

President

$0Pt VII · Sec A

Vicki Dunn-Marshall

Director

$0Pt VII · Sec A

Diane Strong

Director

$0Pt VII · Sec A

Bradley Burk

Vice-Chair

$0Pt VII · Sec A

David Lieving

Director

$0Pt VII · Sec A

Adam Reynolds

Director

$0Pt VII · Sec A

Patty Bostic

Chair

$0Pt VII · Sec A

Dan Ware

Treasurer

$0Pt VII · Sec A

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides private scholarships to students attending MCTC.

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Provided by the organization

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2 programs · $16K · in their own filed words · FY2020

01

The foundation provides support to individual departments and units of the college to supplement their programs. The foundation also provides additional resources for programs, travel, training, administrative support, and supplies for college departments and units.

$13Kprogram expense

02

The foundation provides support in the form of scholarships and awards to students of mountwest community and technical college.

$2Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2024

Mightycause Charitable FoundationFY2024$11K

Encova Foundation of West VirginiaFY2024$8K

Huntington Foundation INCFY2024$5K

Huntington Clinical Foundation INCFY2024$5K

Total grants receivedfrom 4 funders$29K

See all 4 funders →

Grants paid · 4 grants · $122K · 2019–2021

Unitemized GrantFY2021$2,000

Unitemized GrantFY2020$2,300

Mountwest Community and Technical CollegeFY2019$70,000

Unitemized GrantFY2019$47,234

By the numbers

The FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$70K

Ln 12

Investment incomeLn 3$48K

Gifts and grantsLn 1h$22K

Money outPt IX

$16K

Ln 25

Programscol B$16K

Owns and owesPt X

$716K

net assets · Ln 32

Cash and savingsLn 1–2$735K

Total assetsLn 16$735K

LiabilitiesLn 26$18K

PeoplePt VI, VII

11

listed · VII A

PaidVII A0

Voting boardVI 1a11

IndependentVI 1b11

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$22K

Fundraising eventsLn 1c$427

Investment incomeLn 3$48K

Gains on assetsLn 7$37K

Total revenueLn 12$70K

Assets in detailPt X, end of year

CashLn 1$199K

SavingsLn 2$536K

Cash and savings togetherLn 1–2$735K

Total assetsLn 16$735K

LiabilitiesLn 26$18K

Net assetsLn 32$716K

OperationsPt I, VI

EmployeesI 50

VolunteersI 63

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$762K	$735K
Total assetsLn 16	$762K	$735K
LiabilitiesLn 26	$100K	$18K
Net assetsLn 32	$663K	$716K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$2K	$2K
Accounting feesLn 11c	$749	$749
Investment management feesLn 11f	$6K	$6K
Other fees for servicesLn 11g	$3K	$3K
Office expensesLn 13	$3K	$3K
Other expenses (24a–d)Ln 24	$831	$831
Total functional expensesLn 25	$16K	$16K	$0	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$1.0M	$514K	$500K	$1.5M	990 PDF
FY2024	$195K	$62K	$133K	$1.0M	990 PDF
FY2023	$182K	$136K	$46K	$916K	990 PDF
FY2022	$20K	$7K	$13K	$729K	990 PDF
FY2021 Viewing	$70K	$16K	$54K	$716K	990 PDF
FY2020	$97K	$131K	−$34K	$663K	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2021 990 (6 parts)

Part I · Summary $69,547 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $61,692$21,690

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $35,359$47,857

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $97,051$69,547

I-13 Grants and similar amounts paidPrior year $119,050$2,300

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $11,533$13,483

I-18 Total expensesPrior year $130,583$15,783

I-19 Revenue less expensesPrior year −$33,532$53,764

Part VI · Governance 11 of 11 board members independent, 1 to look at

VI-1a Voting members of the governing body11

VI-1b Independent voting members11

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $69,547 across 7 lines filed

VIII-1c Fundraising events$427

VIII-1f All other contributions, gifts and grants$21,263

VIII-1h Total contributions, gifts and grants$21,690

VIII-3 Investment incomeExcluded from tax $11,337$11,337

VIII-7 Net gain or loss on sales of assetsExcluded from tax $36,520$36,520

VIII-8 Net income from fundraising events$0

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $47,857$69,547

Part IX · Statement of functional expenses $15,783 across 6 lines filed

IX-2 Grants to domestic individualsPrograms $2,300$2,300

IX-11c Accounting feesPrograms $749$749

IX-11f Investment management feesPrograms $6,352$6,352

IX-11g Other fees for servicesPrograms $2,648$2,648

IX-13 Office expensesPrograms $2,903$2,903

IX-24 Other expenses (24a–d)Programs $831$831

IX-25 Total functional expensesPrograms $15,783 · Management $0 · Fundraising $0$15,783

Part X · Balance sheet $734,695 assets, 11 lines filed

X-1 Cash, non-interest-bearingStart of year $174,304$198,848

X-2 Savings and temporary cash investmentsStart of year $587,666$535,847

X-4 Accounts receivableStart of year $218$0

X-16 Total assetsStart of year $762,188$734,695

X-17 Accounts payable and accrued expensesStart of year $84,525$18,268

X-19 Deferred revenueStart of year $15,000$0

X-26 Total liabilitiesStart of year $99,525$18,268

X-27 Net assets without donor restrictionsStart of year $219,165−$90,024

X-28 Net assets with donor restrictionsStart of year $443,498$806,451

X-32 Total net assets or fund balancesStart of year $662,663$716,427

X-33 Total liabilities and net assetsStart of year $762,188$734,695

Part XI · Reconciliation of net assets $716,427 net assets at year end

XI-1 Total revenue$69,547

XI-2 Total expenses$15,783

XI-3 Revenue less expenses$53,764

XI-4 Net assets at start of year$662,663

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$716,427

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Mountwest Foundation INC FY2021 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Mountwest Foundation INC

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV