Skip to content
Nonprofiteer
← COMMUNITY WEST FOUNDATION

Form 990 for tax year 2024

Filed by COMMUNITY WEST FOUNDATION.

Totals

Total revenue
$14,311,488
Total expenses
$8,591,325
Contributions and grants received
$3,422,105
Grants paid
$6,473,661
Program service revenue
$0
Investment income
$10,858,784
Other revenue
$30,599
Total assets, end of year
$170,880,412
Total liabilities, end of year
$35,932,516
Net assets or fund balances, end of year
$134,947,896
Program services expenses (Part IX)
$7,164,705
Management and general expenses
$842,246
Fundraising expenses
$584,374
Program service expenses (Part III)
$7,164,705

Program services were 83.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $22,370

  • 1f · All other contributions, gifts and grants

    $3,399,735

  • 1g · Noncash contributions included above

    $1,626,323

  • 3 · Investment income

    total $6,954,653 · excluded $6,954,653

  • 7a · Gross sales of assets other than inventory

    securities $16,564,775

  • 7b · Less cost or other basis and sales expenses

    securities $12,660,644

  • 7c · Gain or loss

    securities $3,904,131

  • 7d · Net gain or loss

    total $3,904,131 · excluded $3,904,131

  • 8a · Fundraising events: gross income

    $6,930

  • 8a · Fundraising events: contributions included on line 1c

    $22,370

  • 8b · Fundraising events: direct expenses

    $108,363

  • 8c · Net income from fundraising events

    total -$101,433 · excluded -$101,433

  • 9a · Gaming: gross income

    $359,066

  • 9b · Gaming: direct expenses

    $227,034

  • 9c · Net income from gaming

    total $132,032 · excluded $132,032

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,469,810 · program services $6,469,810

  • 2 · Grants to domestic individuals

    total $3,851 · program services $3,851

  • 5 · Compensation of officers, directors and key employees

    total $600,821 · program services $229,767 · management and general $232,623 · fundraising $138,431

  • 7 · Other salaries and wages

    total $644,019 · program services $239,587 · management and general $195,101 · fundraising $209,331

  • 8 · Pension plan contributions

    total $37,943 · program services $15,337 · management and general $11,920 · fundraising $10,686

  • 9 · Other employee benefits

    total $85,389 · program services $22,003 · management and general $28,158 · fundraising $35,228

  • 10 · Payroll taxes

    total $77,554 · program services $29,243 · management and general $26,454 · fundraising $21,857

  • 11b · Fees: legal

    total $30,239 · program services $7,560 · management and general $15,119 · fundraising $7,560

  • 11g · Fees: other

    total $92,882 · program services $23,221 · management and general $46,440 · fundraising $23,221

  • 12 · Advertising and promotion

    total $279,301 · program services $69,826 · management and general $139,649 · fundraising $69,826

  • 13 · Office expenses

    total $24,809 · management and general $24,809

  • 14 · Information technology

    total $17,278 · program services $4,320 · management and general $8,638 · fundraising $4,320

  • 16 · Occupancy

    total $107,467 · program services $26,867 · management and general $53,733 · fundraising $26,867

  • 17 · Travel

    total $36,531 · program services $12,177 · management and general $12,177 · fundraising $12,177

  • 19 · Conferences, conventions and meetings

    total $29,773 · program services $9,924 · management and general $9,925 · fundraising $9,924

  • 22 · Depreciation, depletion and amortization

    total $19,813 · management and general $19,813

  • 23 · Insurance

    total $12,761 · management and general $12,761

  • 24a · Other expenses: MISCELLANEOUS

    total $17,370 · program services $1,212 · management and general $1,212 · fundraising $14,946

  • 24b · Other expenses: DUE AND SUBSCRIPTIONS

    total $3,714 · management and general $3,714

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $363,090 · end of year $347,997

  • 2 · Savings and temporary cash investments

    beginning of year $3,737,555 · end of year $2,062,868

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $150,255

  • 9 · Prepaid expenses and deferred charges

    beginning of year $46,295 · end of year $58,471

  • 10a · Land, buildings and equipment: cost or other basis

    $301,619

  • 10b · Land, buildings and equipment: accumulated depreciation

    $62,923

  • 10c · Land, buildings and equipment, net

    beginning of year $125,311 · end of year $238,696

  • 11 · Investments: publicly traded securities

    beginning of year $152,320,354 · end of year $167,233,004

  • 15 · Other assets

    beginning of year $113,974 · end of year $789,121

  • 17 · Accounts payable and accrued expenses

    beginning of year $254,300 · end of year $295,013

  • 18 · Grants payable

    beginning of year $62,056 · end of year $0

  • 25 · Other liabilities

    beginning of year $32,876,719 · end of year $35,637,503

  • 27 · Net assets without donor restrictions

    beginning of year $111,339,525 · end of year $121,998,966

  • 28 · Net assets with donor restrictions

    beginning of year $12,173,979 · end of year $12,948,930

Mission and programs · 2024

Mission

THE MISSION OF THE COMMUNITY WEST FOUNDATION IS TO ADVANCE THE HEALTH AND WELL BEING OF OUR COMMUNITY

Activities or mission (Part I)

TO ADVANCE THE HEALTH AND WELL BEING OF OUR COMMUNITY

  • THE FOUNDATION IS ORGANIZED TO ADVANCE THE HEALTH AND WELL BEING OF THE PEOPLE OF WESTERN GREATER CLEVELAND AND TO ASSIST AREA AGENCIES AND ORGANIZATIONS THAT CONTRIBUTE TO THOSE EFFORTS. IN CONNECTION THEREWITH, THE FOUNDATION HAS MADE VARIOUS GRANTS TO BOTH SECTION 501(C)(3) RELATED ORGANIZATIONS, AND VARIOUS TAX EXEMPT COMMUNITY AGENCIES AND ORGANIZATIONS LOCATED THROUGHOUT THE UNITED STATES.

    Expenses $7,164,705 · Grants $6,473,661

As filed on the 2024 return.

Listed in Part VII

  • BACON MARK E

    GRANTS COMMITTEE

    Total calculated
    $0
    Hours/week
    1.2

  • BOBST PAMELA E

    COMMUNITY ENGAGEMENT COMMI

    Total calculated
    $0
    Hours/week
    0.6

  • BUEGLER REV DAVID

    GRANTS COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • COTTER DANIEL B

    FINANCE COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DEGRANDIS FRED M

    COMMUNITY ENGAGEMENT COMMI

    Total calculated
    $0
    Hours/week
    0.6

  • FANCHER REV JON M

    COMMUNITY ENGAGEMENT COMMI

    Total calculated
    $0
    Hours/week
    1

  • FOSTER VICKI B

    GRANTS COMM. CHAIR

    Total calculated
    $0
    Hours/week
    1.7

  • FRUCHEY MICHAEL W

    COMMUNITY ENGAGEMENT COMM. CHAIR

    Total calculated
    $0
    Hours/week
    1.3

  • HARRINGTON CHRISTOPHER BH

    CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    2.2

  • HESSLER DAVID J

    SEC./TREASURER/GRANTS COMM

    Total calculated
    $0
    Hours/week
    1.3

  • JACOBUS BARBARA

    GRANTS COMMITTEE

    Total calculated
    $0
    Hours/week
    1.2

  • KANNENBERG KAREN

    COMMUNITY ENGAGEMENT COMMI

    Total calculated
    $0
    Hours/week
    1

  • LAMB MD STEVEN A

    COMMUNITY ENGAGEMENT COMMI

    Total calculated
    $0
    Hours/week
    0.6

  • MCMAKEN AMY

    BOARD VICE CHAIR/AUDIT COM. CHAIR

    Total calculated
    $0
    Hours/week
    1.6

  • MILLER GEORGE D

    INVESTMENT & FINANCE COMMITTEE

    Total calculated
    $0
    Hours/week
    1.2

  • MORITZ JEFFREY C

    INVESTMENT COMM. CHAIR

    Total calculated
    $0
    Hours/week
    1.3

  • OATEY WILLIAM R

    GRANTS COMMITTEE

    Total calculated
    $0
    Hours/week
    1.2

  • RAJ MD JOYESH

    COMMUNITY ENGAGEMENT COMMI

    Total calculated
    $0
    Hours/week
    0.3

  • ROMANELLO MICHAEL G

    INVESTMENT COMMITTEE

    Total calculated
    $0
    Hours/week
    0.4

  • UHLE MARTIN J

    PRESIDENT AND CEO

    Total calculated
    $345,228
    From this org
    $311,487
    From related orgs
    $0
    Other
    $33,741
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $311,487
    Bonus
    $0
    Other
    $0
    Deferred
    $9,292
    Nontaxable benefits
    $24,449
    Filer's total
    $345,228

  • WARREN JR ROBERT

    COMMUNITY ENGAGEMENT COMMI

    Total calculated
    $0
    Hours/week
    0.6

  • ROTH DANIEL J

    VICE PRESIDENT AND CFO

    Total calculated
    $229,173
    From this org
    $198,096
    From related orgs
    $0
    Other
    $31,077
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $198,096
    Bonus
    $0
    Other
    $0
    Deferred
    $5,992
    Nontaxable benefits
    $25,085
    Filer's total
    $229,173

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
28 May 2025
IRS schema version
2024v5.1
Source object
202541499349300429

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.