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North Carolina · Nonprofit

WEST MARION INC

WEST MARION INC (North Carolina) receives grants from 15 organizations whose IRS filings report $1,850,525 to it, the largest being DOGWOOD HEALTH TRUST ($892,278). 5 of them have funded it in more than one year.

Revenue FY2025
$2.0M
Funders on record
15
Grants received
$1.9M
Net assets
$1.2M
5/15 repeat funderspeak grant-dependency 64%
01What it does

What West Marion Inc does

Mission

The mission of West Marion Inc is to enhance the quality of life of our residents and overcome racial barriers by building bridges in mcdowell county. We do this by showing compassion, advocating for equitable policy reform, promoting economic development, sharing resources, empowering youth and creating equitable outcomes for all.

As stated on its FY2025 Form 990.

Programs

On its FY2024 return the organization reported starting a significant new program and a significant change in how it conducts a program.

West marion's transformation program: West Marion Inc. Advances health equity for black and brown communities through community-led initiatives designed to address racial disparities in healthcare access, quality of care, and overall well-being. Through its robert wood johnson foundation-supported "equity in health for black & brown communities" initiative, the organization engages directly impacted residents, healthcare providers, and community partners to identify barriers rooted in structural racism and social inequities. West Marion Inc. Works to co-create culturally informed policies, strengthen trust between healthcare systems and communities of color, and promote equitable access to physical, mental, and behavioral health services for historically underserved populations. West Marion Inc. Utilizes blue cross blue shield foundation funding to advance food justice and health equity initiatives that address childhood obesity, food insecurity, and systemic barriers to healthy living in underserved communities. Through its food advocacy work, West Marion Inc. Partners with residents, youth, healthcare providers, schools, and local food systems to improve access to fresh, culturally appropriate foods while promoting policy, systems, and environmental changes that support healthier communities. Programs include community gardens, youth leadership development, fresh food distribution, and community-centered health strategies focused on black, brown, and rural families…

Its own explanation, from Schedule O of that return (Part III, line 2).

During the 2024-2025 fiscal year, the organization modified its health strategies development due to grants received from the robert wood johnson foundation and blue cross blue shield foundation. The modified program now includes health equity, providing healthy food, and grants to specifically help medical issues amoung youth.

Its own explanation, from Schedule O of that return (Part III, line 3).

  1. West marion's transformation program: West Marion Inc. Advances health equity for black and brown communities through community-led initiatives designed to address racial disparities in healthcare access, quality of care, and overall well-being. Through its robert wood johnson foundation-supported "equity in health for black & brown communities" initiative, the organization engages directly impacted residents, healthcare providers, and community partners to identify barriers rooted in structural racism and social inequities. West Marion Inc. Works to co-create culturally informed policies, strengthen trust between healthcare systems and communities of color, and promote equitable access to physical, mental, and behavioral health services for historically underserved populations.West Marion Inc. Utilizes blue cross blue shield foundation funding to advance food justice and health equity initiatives that address childhood obesity, food insecurity, and systemic barriers to healthy living in underserved communities. Through its food advocacy work, West Marion Inc. Partners with residents, youth, healthcare providers, schools, and local food systems to improve access to fresh,…

    $308,851 spentof which $165,000 as grants
    43% of program spending
  2. Community services: West Marion Inc. Engages residents in community-led forums and leadership development to advance racial equity and systems change in mcdowell county, nc. The organization facilitates regular meetings, participatory planning, and advocacy activities that elevate resident voice, strengthen multiracial partnerships, and inform local decision-making on issues impacting community health and well-being.

    $316,959 spentof which $45,163 as grants
    44% of program spending
  3. Community engagement project: is modeled from the original west marion community forum that has expanded into two other communities to address issues identified by those residents. West marion oversees the operations for these initiatives.

    $53,664 spentof which $1,750 as grants
    7% of program spending
  4. Climate listening project: the climate listening project connects hopeful conversations on climate and community through storytelling, photography, and film. The west marion community forum nonprofit is a fiscal partner with their shift happens in community work for a local equity model for artists and activists shifting change from theground up. This deep listening effort is based in the gulf states. This work will curate and connect local stories and creative depth to efforts to stop lng exports. This project will share content for organizing impact with visions for a thriving future.

    $40,778 spent
    6% of program spending

The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $720,252.

02The organization over time

The organization over time

Each line starts at 100 in 2019, so what you read is the shape rather than the size: 150 means half as much again as 2019, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20192019 Revenue 100 ($451k) Expenses 100 ($234k) Net assets 100 ($217k)2020 Revenue 107 ($480k) Expenses 174 ($407k) Net assets 133 ($289k)2021 Revenue 200 ($900k) Expenses 309 ($723k) Net assets 215 ($466k)2022 Revenue 230 ($1.0M) Expenses 390 ($912k) Net assets 271 ($589k)2023 Revenue 216 ($975k) Expenses 484 ($1.1M) Net assets 199 ($431k)2024 Revenue 353 ($1.6M) Expenses 508 ($1.2M) Net assets 386 ($837k)2025 Revenue 438 ($2.0M) Expenses 678 ($1.6M) Net assets 566 ($1.2M)
2019202020212022202320242025
Revenue (438)Expenses (678)Net assets (566)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $443k to $849k (+92%).

$220k
$310k
$471k
$598k
$443k
$849k
$1.2M
2019202020212022202320242025
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2019 28% · 2020 23% · 2021 21% · 2022 13% · 2023 0% · 2024 0% · 2025 0%. Grants only. Government contracts and fees sit inside program revenue.

101% of WEST MARION INC’s revenue is contributions — more reliant on donations than three-quarters of its peers (61% for the typical peer).

This organization
Typical peer · 4,434 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 7 reported years ran a deficit.

$217k
’19
$73k
’20
$177k
’21
$122k
’22
−$158k
’23
$406k
’24
$388k
’25
6.7
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Paula Avery

Executive director

As listed on its FY2025 Form 990.

2019202020212022202320242025
Listed666661010
Joined·+0+0+1+0+4+0
No longer listed·001000
03Who funds it

Who funds it, year by year

2020 → 2023: the base narrowed from 4 funders to 3 funders, grant income rose $124k → $216k.

4 of 15 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 7% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of WEST MARION INC’s funders (the co-funder graph). Top 14 of 15 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

WEST MARION INC leans on a few funders — its largest provides 48% of grant income and the top three 79%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

48%
largest funder
79%
top three
~3
effective funders

Largest funder’s share by year: 2020 69% · 2021 35% · 2022 58% · 2023 78% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

25% of WEST MARION INC's funders are still giving 3 years after their first grant; 33% give in more than one year at all.

first grant+1y+2y+3y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

68% of WEST MARION INC's grant income comes from North Carolina funders.

NJ
CA
NC
DC
GA

In-state vs out-of-state, by year

’20
’21
’22
’23
North Carolina out of state home

Funder states come from each funder’s own filing. $125k arriving through sponsors registered in 3 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

WEST MARION INC has grown faster than three-quarters of the 2,127 community improvement nonprofits its size.

Operating margin20% · above the median
Months of reserve6.7mo · above the median
Revenue growth (annualized)28% · top quartile

this organization peer median middle 50% of peers· 2,127 community improvement nonprofits $1M–$10M, FY2025

Organizations like WEST MARION INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In North Carolina

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

45% of spending goes to programs.

Program 45%Management 55%Fundraising 0%

Governance

9
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990–Audited financials

Public support

100%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Screen this organization

A dated, signed PDF of the compliance screen for WEST MARION INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds WEST MARION INC?
WEST MARION INC (North Carolina) receives grants from 15 organizations whose IRS filings report $1,850,525 to it, the largest being DOGWOOD HEALTH TRUST ($892,278). 5 of them have funded it in more than one year.
How many funders does WEST MARION INC have?
IRS filings report 15 organizations giving $1,850,525 in grants to WEST MARION INC, 5 of which have funded it in more than one year.
Who is the largest funder of WEST MARION INC?
DOGWOOD HEALTH TRUST is the largest funder on record, with $892,278 in grants. The full list of funders is on this page.
How can an organization like WEST MARION INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in North Carolina. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2019–2025), and the filings of 15 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing