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Nonprofit · EIN 27-0288078

MOUNTWEST FOUNDATION INC

Tax-exempt · HUNTINGTON, WV 25701

Financials

$182K$136K2022$195K$62K2023$1M$514K2024
Revenue Expenses · by fiscal year end
Financials of MOUNTWEST FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,014,074$514,000$500,074$1,548,878$0$1,548,878
June 30, 2024990$194,759$62,070$132,689$1,048,804$600$1,048,204
June 30, 2023990$181,885$135,993$45,892$915,516$0$915,516
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$918,172
of which government grants
$731,350
Program service revenue
$0
Investment income
$95,902
Other revenue
$0

Expenses

Grants and similar amounts paid
$476,800
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,596
Travel
$5,402
Program services (functional)
$476,800
Management and general (functional)
$12,543
Fundraising (functional)
$24,657

Balance sheet and other

Total assets, start of year
$915,516
Total assets, end of year
$1,548,878
Total liabilities, end of year
$0
Net assets, end of year
$1,548,878
Net assets without donor restrictions
$766,275
Net assets with donor restrictions
$782,603
Gross receipts
$1,014,074
Employees
0
State of legal domicile
WV

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOSHUA BAKERCTC PRESIDENT
Trustee or director
0$0
REBECCA WHITESECRETARY
Trustee or director, Officer
0$0
DAVID EARLTRUSTEE
Trustee or director
0$0
ALLISON WHITEVICE PRESIDENT
Trustee or director
0$0
ISAAC MEYERSTRUSTEE
Trustee or director
0$0
JOHN ZICKEFOOSETRUSTEE
Trustee or director
0$0
AMY FRASUREPRESIDENT
Trustee or director
0$0
CASSIE MILLERTRUSTEE
Trustee or director
0$0
ANNA FORDTRUSTEE
Trustee or director
0$0
NEIDRA WYRICKTRUSTEE
Trustee or director
0$0
990 for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensation
JOSHUA D BAKERCTC PRESIDENT
Trustee or director
–$0
REBECCA WHITESECRETARY
Trustee or director, Officer
–$0
DAVID EARLVICE CHAIR
Trustee or director
–$0
ISAAC MEYERSTREASURER
Trustee or director
–$0
AMY FRASURECHAIR
Trustee or director, Officer
–$0
VICKI DUNN-MARSHALLTRUSTEE
Trustee or director
–$0
ADAM REYNOLDSTRUSTEE
Trustee or director, Officer
–$0
CASSIE MILLERTRUSTEE
Trustee or director, Officer
–$0
NEIDRA WYRICKTRUSTEE
Trustee or director
–$0
990 for the year ended June 30, 2023: 10 people
NameTitleHours / weekCompensation
JOSHUA BAKERCTC PRESIDENT
Trustee or director
–$0
VICKI DUNN-MARSHALLDIRECTOR
Trustee or director
–$0
BRADLEY BURCKPRESIDENT
Trustee or director, Officer
–$0
ADAM REYNOLDSTREASURER
Trustee or director, Officer
–$0
REBECCA WHITESECRETARY
Trustee or director, Officer
–$0
DAVID EARLDIRECTOR
Trustee or director
–$0
ALLISON WHITEDIRECTOR
Trustee or director
–$0
ISAAC MEYERSDIRECTOR
Trustee or director
–$0
JOHN ZICKEFOOSEDIRECTOR
Trustee or director
–$0
AMY FRASUREDIRECTOR
Trustee or director
–$0

Address and contacts

Address (IRS master file)
1 MOUNTWEST WAY, HUNTINGTON, WV 25701-9804
In care of
% TERRI FRYE
Principal officer (990 for 2024)
JOSHUA D BAKER, 1 MOUNTWEST WAY, HUNTINGTON, WV 25701
Signed the 990
TERRI FRYE, CHIEF FINANCIAL OFFICER
Phone
(304) 710-3509
Return prepared by
Peter A Smith EA

Mission

TO OPERATE AS AN INDEPENDENT NON-PROFIT ORGANIZATION TO RECEIVE, ADMINISTER, AND DISBURSE PRIVATE SCHOLARSHIPS TO STUDENTS OF MOUNTWEST COMMUNITY AND TECHNICAL COLLEGE.

990 for the year ended June 30, 2025

Program accomplishments

  • STUDENT SCHOLARSHIPS
    Expenses $75,569 · revenue $165,737
  • Expenses $401,213 · revenue $731,350

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
27-0288078
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Organization supporting a government college or university
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2009
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B12)
Assets (IRS master file)
$1,548,878
Income (IRS master file)
$1,014,074

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,014,074$514,000$1,548,878IRS
990June 2024$194,759$62,070$1,048,804IRS
990June 2023$181,885$135,993$915,516XML
990June 2022$19,774$7,273$833,314IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-0288078).

Questions about MOUNTWEST FOUNDATION INC

What is the EIN of MOUNTWEST FOUNDATION INC?
The employer identification number (EIN) of MOUNTWEST FOUNDATION INC is 27-0288078.
Is MOUNTWEST FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to MOUNTWEST FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MOUNTWEST FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of MOUNTWEST FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MOUNTWEST FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of MOUNTWEST FOUNDATION INC?
The 990 for the year ended June 30, 2025 names JOSHUA D BAKER.
Who are the officers and directors of MOUNTWEST FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does MOUNTWEST FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,014,074, expenses of $514,000 and total assets of $1,548,878 at year end.

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