Arrowhead West Endowment Association

Nonprofit profile at a glance

EIN
481105382
IRS 990 coverage
2010–2025
Forms available
Form 990 2025, Form 990-T 2024
Location
Dodge City, KS, USA
Phone
6202278803
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Single Organization Support

Official website

Reported finances

Revenue
$3,711,976
Expenses
$1,331,439
Assets
$163,846,778
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • LORI PENDERGAST (PRESIDENT)

Highest reported compensation

  • LORI PENDERGAST (PRESIDENT): $31,148 total reported compensation
  • DON PENDERGAST (DIRECTOR): $24,800 total reported compensation
  • KELLY MASON (TREASURER): $1,760 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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.

Operating model

Revenue model
Investment-supported. 96% of the money available for current operations came from recurring investment income.
Distribution model
Affiliate network. The nonprofit sent 100% of its reported program spending through affiliated organizations.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 61
  • Transparency & Controls: 92
  • Accountability: 74
  • Sustainability: 92
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 55.5%; rating input score 56
  • Program expense ratio: 90.1%; rating input score 90
  • Fundraising efficiency: $0.77 raised per $1 spent on fundraising; rating input score 2; 2nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 71.4%; rating input score 71; 14th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 64.1%; rating input score 94; 94th percentile among comparable filings
  • Total-asset coverage ratio: 123.06; rating input score 99; 99th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 96; 96th percentile among comparable filings
  • Officer compensation ratio: 4.5%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: 15.6% per year; rating input score 100; 76th percentile among comparable filings
  • Revenue growth: 8.2% per year; rating input score 100; 58th percentile among comparable filings
  • Asset growth: 7.7% per year; rating input score 100; 47th percentile among comparable filings

Details

  • Where the money goes: 55.5% of revenue deployed · 90.1% of spending went to programs
  • Governance: 5 of 7 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $1.2M in reported program spending
  • Leadership: top reported pay $31K · 7 people listed
  • Consistency: 24 of 24 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 16 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 8 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 56/100.
  • High — Financial Efficiency: Fundraising efficiency scored 2/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.