To solicit, receive and administer gifts and bequests in order to provide for the perpetual support and advancement of the purposes of Arrowhead West, Inc. and its services to people with intellectual and or developmental disabilities.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
$28K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $2.9M a year · 72% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$28K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Plus $111.3M in investments, Pt X · Ln 11–13
Fine: 0.1 months of spending in cash, plus $111.3M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $3K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 7 voting members
Looks good: 5 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.7M
+8% vs prior year
Spent
$1.4M
To programs
87%
Net assets
$111.6M
By yearFY2020–FY2025
Revenue
$5.7M
FY2022▲ +8%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.5M
FY2021$5.3M
FY2022$5.7M
FY2023$2.9M
FY2024$3.1M
FY2025$3.7M
Expenses
$1.4M
FY2022▲ +51%
Tap a bar for its year
Expenses by fiscal year
FY2020$314K
FY2021$916K
FY2022$1.4M
FY2023$1.4M
FY2024$1.4M
FY2025$1.3M
Net assets
$111.6M
FY2022▼ -11%
Tap a bar for its year
Net assets by fiscal year
FY2020$104.0M
FY2021$125.6M
FY2022$111.6M
FY2023$126.7M
FY2024$141.3M
FY2025$163.8M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1991.

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

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $1.2M Management & general 3% · $45K Fundraising 10% · $136K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990; $28K paid to officers and key staff.

Part VII, Section A · reportable compensation
$24,800Pt VII · Sec A
Director
$800Pt VII · Sec A
Secretary
$800Pt VII · Sec A
Chairperson
$800Pt VII · Sec A
Treasurer
$600Pt VII · Sec A
$400Pt VII · Sec A
Vice-Chairperson
$0Pt VII · Sec A

Lori Pendergast’s $31K as President is at the 2nd percentile of top reported officer pay among 2832 $1–10M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2023FY2022FY2021FY2020
Lori Pendergast$31,148$32,945$400$800$800
Don Pendergast$24,800$24,800$24,800$24,800$24,800
Kelly Mason$1,760$800$800$800$800
Mike Doll$800$800$800$800$800
Steve Stein$800$800$800$800$800
Mike Stein$600$800$600$800$800
Paula Mueting$600——$200—
Ann Frigon————$600

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Manages and trades property to fund charitable and educational causes.

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Provided by the organization

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1 program · $1.2M · in their own filed words · FY2022
01

To solicit, receive and administer gifts and bequests in order to provide for the perpetual support and advancement of the purposes of Arrowhead West, Inc. and its services to people with intellectual and or developmental disabilities.

$1.2Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2020
Total grants receivedfrom 1 funder$3K

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$5.7M
Ln 12
Investment incomeLn 3$4.2M
Gifts and grantsLn 1h$1.5M
Other incomeLn 4–11$5K
Money outPt IX
$1.4M
Ln 25
Programscol B$1.2M
Managementcol C$45K
Fundraisingcol D$136K
Owns and owesPt X
$111.6M
net assets · Ln 32
Cash and savingsLn 1–2$16K
Total assetsLn 16$111.6M
LiabilitiesLn 26$0
PeoplePt VI, VII
7
listed · VII A
PaidVII A6
Voting boardVI 1a7
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.5M
Investment incomeLn 3$4.2M
Other incomeLn 4–11$5K
Gains on assetsLn 7$2.8M
Total revenueLn 12$5.7M
Assets in detailPt X, end of year
CashLn 1$16K
Cash and savings togetherLn 1–2$16K
InvestmentsLn 11–13$111.3M
Land, buildings, equipmentLn 10c$42K
Total assetsLn 16$111.6M
LiabilitiesLn 26$0
Net assetsLn 32$111.6M
OperationsPt I, VI
EmployeesI 51
VolunteersI 60
Fiscal year endsHeaderDecember
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
LineStart FY22End FY22
Cash and savingsLn 1–2$12K$16K
InvestmentsLn 11–13$123.2M$111.3M
Land, buildings, equipmentLn 10c$28K$42K
Total assetsLn 16$125.6M$111.6M
LiabilitiesLn 26$0$0
Net assetsLn 32$125.6M$111.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$38K$38K
Other salaries and wagesLn 7$12K$12K
Payroll taxesLn 10$949$949
Accounting feesLn 11c$45K$45K
Advertising and promotionLn 12$8K$8K
OccupancyLn 16$2K$2K
TravelLn 17$5K$5K
Payments to affiliatesLn 21$1.2M$1.2M
Depreciation, depletion and amortizationLn 22$10K$10K
InsuranceLn 23$5K$5K
Other expenses (24a–d)Ln 24$51K$51K
All other expensesLn 24e$4K$4K
Total functional expensesLn 25$1.4M$1.2M$45K$136K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $3.7M$1.3M$2.4M$163.8M 990 PDF
FY2024 $3.1M$1.4M$1.7M$141.3M 990 PDF
FY2023 $2.9M$1.4M$1.5M$126.7M 990 PDF
FY2022 Viewing $5.7M$1.4M$4.3M$111.6M 990 PDF
FY2021 $5.3M$916K$4.4M$125.6M 990 PDF
FY2020 $3.5M$314K$3.2M$104.0M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $5,713,659 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $61,658$1,497,080
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $5,247,232$4,211,903
I-11 Other revenuePrior year $0$4,676
I-12 Total revenuePrior year $5,308,890$5,713,659
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $29,200$51,549
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $886,366$1,329,104
I-18 Total expensesPrior year $915,566$1,380,653
I-19 Revenue less expensesPrior year $4,393,324$4,333,006
Part VI · Governance 5 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members5
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $5,713,659 across 7 lines filed
VIII-1d Related organizations$1,424,066
VIII-1f All other contributions, gifts and grants$73,014
VIII-1h Total contributions, gifts and grants$1,497,080
VIII-3 Investment incomeExcluded from tax $1,449,998$1,449,998
VIII-7 Net gain or loss on sales of assetsExcluded from tax $2,761,905$2,761,905
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $4,676$4,676
VIII-12 Total revenueRelated to mission $4,676 · Unrelated business $0 · Excluded from tax $4,211,903$5,713,659
Part IX · Statement of functional expenses $1,380,653 across 12 lines filed
IX-5 Pay of current officers, directors and key staffFundraising $38,200$38,200
IX-7 Other salaries and wagesFundraising $12,400$12,400
IX-10 Payroll taxesFundraising $949$949
IX-11c Accounting feesManagement $45,129$45,129
IX-12 Advertising and promotionFundraising $7,936$7,936
IX-16 OccupancyFundraising $2,360$2,360
IX-17 TravelFundraising $4,580$4,580
IX-21 Payments to affiliatesPrograms $1,200,000$1,200,000
IX-22 Depreciation, depletion and amortizationFundraising $9,696$9,696
IX-23 InsuranceFundraising $4,725$4,725
IX-24 Other expenses (24a–d)Fundraising $50,816$50,816
IX-24e All other expensesFundraising $3,862$3,862
IX-25 Total functional expensesPrograms $1,200,000 · Management $45,129 · Fundraising $135,524$1,380,653
Part X · Balance sheet $111,624,972 assets, 11 lines filed
Asset lines not itemized here account for $56,055; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $11,993$15,982
X-3 Pledges and grants receivableStart of year $2,299,000$192,504
X-10c Land, buildings and equipment, netStart of year $27,941$42,311
X-11 Publicly traded securitiesStart of year $109,762,376$101,120,964
X-12 Other securitiesStart of year $13,436,414$10,197,156
X-16 Total assetsStart of year $125,618,456$111,624,972
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $113,006,802$103,861,280
X-28 Net assets with donor restrictionsStart of year $12,611,654$7,763,692
X-32 Total net assets or fund balancesStart of year $125,618,456$111,624,972
X-33 Total liabilities and net assetsStart of year $125,618,456$111,624,972
Part XI · Reconciliation of net assets $111,624,972 net assets at year end
XI-1 Total revenue$5,713,659
XI-2 Total expenses$1,380,653
XI-3 Revenue less expenses$4,333,006
XI-4 Net assets at start of year$125,618,456
XI-5 Net unrealized gains (losses) on investments−$16,969,994
XI-9 Other changes in net assets−$1,356,496
XI-10 Net assets at end of year$111,624,972

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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