Nonprofit · EIN 83-0671471
WEST MARION INC
Tax-exempt · MARION, NC 28752
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,973,479 | $1,585,039 | $388,440 | $1,234,686 | $7,601 | $1,227,085 |
| June 30, 2024 | 990 | $1,592,471 | $1,186,716 | $405,755 | $848,505 | $11,790 | $836,715 |
| June 30, 2023 | 990 | $974,633 | $1,132,283 | -$157,650 | $442,617 | $11,682 | $430,935 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,992,535
- of which government grants
- $6,950
- Program service revenue
- $0
- Investment income
- $788
- Net gain from sales of assets
- $365
- Net income from fundraising events
- -$18,320
- Net income from sales of inventory
- -$1,524
- Other revenue
- -$19,844
Expenses
- Grants and similar amounts paid
- $211,913
- Compensation of officers, directors and key employees
- $113,428
- Other salaries and wages
- $368,498
- Salaries, compensation and benefits (total)
- $529,831
- Professional fundraising fees
- $0
- Occupancy
- $9,787
- Travel
- $88,628
- Depreciation
- $688
- Program services (functional)
- $720,252
- Management and general (functional)
- $864,787
Balance sheet and other
- Total assets, start of year
- $848,505
- Total assets, end of year
- $1,234,686
- Total liabilities, end of year
- $7,601
- Net assets, end of year
- $1,227,085
- Land, buildings and equipment
- $325,743
- Net assets without donor restrictions
- $1,062,085
- Net assets with donor restrictions
- $165,000
- Gross receipts
- $1,993,768
- Employees
- 7
- Volunteers
- 120
- Year formed
- 2018
- State of legal domicile
- NC
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAULA AVERY | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $115,738 | $5,400 |
| BILLY MARTIN | CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| ANTHONY FREEMAN | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| PHYLLIS MCKESSON | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| RAY MCKESSON | TREASURER Trustee or director, Officer | 6 | $0 | $0 |
| HEATHER COTTON | COMMUNITY AT LARGE Trustee or director | 2 | $0 | $0 |
| NORMA BEAM | COMMUNITY AT LARGE Trustee or director | 2 | $0 | $0 |
| ELMER MACOPSON | COMMUNITY AT LARGE Trustee or director | 2 | $0 | $0 |
| EMILY ROBERTS | COMMUNITY AT LARGE Trustee or director | 2 | $0 | $0 |
| KITTY WILSON | COMMUNITY AT LARGE Trustee or director | 4 | $0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAULA AVERY | EXECUTIVE DIRECTOR Officer | 40 | $97,233 | $5,400 |
| BILLY MARTIN | CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| ANTHONY FREEMAN | VICE CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| PHYLLIS MCKESSON | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| RAY MCKESSON | TREASURER Trustee or director, Officer | 6 | $0 | $0 |
| HEATHER COTTON | COMMUNITY AT LARGE Trustee or director | 6 | $0 | $0 |
| NORMA BEAM | COMMUNITY AT LARGE Trustee or director | 2 | $0 | $0 |
| ELMER MACOPSON | COMMUNITY AT LARGE Trustee or director | 2 | $0 | $0 |
| KITTY WILSON | COMMUNITY AT LARGE Trustee or director | 2 | $0 | $0 |
| EMILY ROBERTS | COMMUNITY AT LARGE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAULA AVERY | EXECUTIVE DIRECTOR Officer | 40 | $83,793 | $5,400 |
| BILLY MARTIN | CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| ANTHONY FREEMAN | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| PHYLLIS MCKESSON | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| RAY MCKESSON | TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| HEATHER COTTON | COMMUNITY AT LARGE Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 220 W GRAYSON ST, MARION, NC 28752-4780
- Principal officer (990 for 2024)
- PAULA AVERY, 220 W GRAYSON STREET, MARION, NC 28752
- Signed the 990
- PAULA AVERY, EXECUTIVE DIRECTOR
- Phone
- (828) 317-9729
- Website
- WESTMARION.ORG
- Return prepared by
- DMJPS PLLC
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.
Program accomplishments
- 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 DISPROPORTIONATELY IMPACTED BY HEALTH DISPARITIESWE INCREASE COMMUNITY CAPACITY TO RECOGNIZE AND RESPOND TO TRAUMA, MENTAL HEALTH CONCERNS, SUBSTANCE ABUSE, AND BEHAVIORAL DISTRESS AMONG YOUTH WHILE IMPROVING ACCESS TO CULTURALLY ALIGNED SUPPORT RESOURCES AND PREVENTION SERVICES.Expenses $308,851 · grants $165,000
- 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.Expenses $316,959 · grants $45,163
- 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.Expenses $53,664 · grants $1,750
- 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.Expenses $40,778
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 83-0671471
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2018
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S20)
- Assets (IRS master file)
- $1,234,686
- Income (IRS master file)
- $1,993,768
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,973,479 | $1,585,039 | $1,234,686 | IRS |
| 990 | June 2024 | $1,592,471 | $1,186,716 | $848,505 | IRS |
| 990 | June 2023 | $974,633 | $1,132,283 | $442,617 | XML |
| 990 | June 2022 | $1,034,166 | $911,673 | $598,390 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 83-0671471).
Questions about WEST MARION INC
- What is the EIN of WEST MARION INC?
- The employer identification number (EIN) of WEST MARION INC is 83-0671471.
- Is WEST MARION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to WEST MARION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WEST MARION 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 WEST MARION 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 WEST MARION 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 WEST MARION INC?
- The 990 for the year ended June 30, 2025 names PAULA AVERY.
- Who are the officers and directors of WEST MARION INC?
- The 990 for the year ended June 30, 2025 lists 10 people; 1 received compensation from the organization, the highest $115,738 (PAULA AVERY, EXECUTIVE DIRECTOR).
- How much revenue does WEST MARION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,973,479, expenses of $1,585,039 and total assets of $1,234,686 at year end.
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All nonprofits in MARION · North Carolina · Community improvement and capacity building