2026-05-15T08:52:03-05:00 2025-06-30 560570567 DMJPS PLLC 451 N MAIN STREET SUITE 105 MARION NC 28752 990 2024-07-01 830671471 WEST MARION INC WEST 8283179729 220 W GRAYSON STREET MARION NC 28752 PAULA AVERY EXECUTIVE DIRECTOR 8283179729 2026-05-15 1 1 APRIL WESTMORELAND CPA P01245071 8286527044 2026-05-12 2024 2025-03-06 01:10:19Z X PAULA AVERY 220 W GRAYSON STREET MARION NC 28752 1993768 0 X WESTMARION.ORG X 2018 NC 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. 9 9 7 120 0 0 1610307 1992535 10010 0 99 788 -27945 -19844 1592471 1973479 20175 211913 0 0 434931 529831 0 0 0 731610 843295 1186716 1585039 405755 388440 848505 1234686 11790 7601 836715 1227085 X 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. 1 1 308851 165000 0 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. 316959 45163 0 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. 53664 1750 0 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. 40778 0 0 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. 40778 0 0 720252 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 33 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X PAULA AVERY 8283179729 220 WEST GRAYSON STREET MARION NC 28752 X BILLY MARTIN CHAIR 10.00 X X 0 0 0 ANTHONY FREEMAN VICE CHAIR 2.00 X X 0 0 0 PHYLLIS MCKESSON SECRETARY 4.00 X X 0 0 0 RAY MCKESSON TREASURER 6.00 X X 0 0 0 HEATHER COTTON COMMUNITY AT LARGE 2.00 X 0 0 0 PAULA AVERY EXECUTIVE DIRECTOR 40.00 X X 115738 0 5400 NORMA BEAM COMMUNITY AT LARGE 2.00 X 0 0 0 ELMER MACOPSON COMMUNITY AT LARGE 2.00 X 0 0 0 EMILY ROBERTS COMMUNITY AT LARGE 2.00 X 0 0 0 KITTY WILSON COMMUNITY AT LARGE 4.00 X 0 0 0 115738 0 5400 1 0 0 0 0 11701 6950 1973884 1992535 423 423 365 0 365 365 365 250 11701 18570 -18320 -18320 195 1719 -1524 -1524 1973479 0 0 -19056 X 184925 184925 26988 26988 113428 22686 90742 368498 301922 66576 15300 2880 12420 32605 22077 10528 31 31 444929 48103 396826 1302 377 925 109502 44059 65443 4963 641 4322 9787 2090 7697 88628 17786 70842 111533 28557 82976 688 688 11724 11724 MISCELLANEOUS PROGRAM E 23826 7464 16362 REPAIRS & MAINTENANCE 8474 1326 7148 DUES AND SUBSCRIPTIONS 8148 1467 6681 OTHER GIFTS 6636 2183 4453 13124 4721 8403 1585039 720252 864787 0 496319 878603 600 360 327791 2048 326430 325743 25056 27430 100 2550 848505 1234686 11790 7601 11790 7601 X 836715 1062085 165000 836715 1227085 848505 1234686 388440 1930 0 X 0 0 0 X 892308 1029444 986738 1610307 1992534 6511331 13933 10195 10010 0 34138 15332 490 4931 195 20948 892308 1058709 997423 1625248 1992729 6566417 25 25 0 25 25 6566392 16 16 78 95 423 628 16 16 78 95 423 628 892324 1058725 997501 1625343 1993152 6567045 0.99990 1.00000 0.00010 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 165000 330000 165000 1 1 25056 0 2655 281 27430 0 25000 56 25056 0.08859 0.91141 0 0 280186 280186 42049 528 41521 5556 1520 4036 325743 PART V, LINE 4: THE PURPOSE OF THE FUND IS TO SUPPORT THE CHARITABLE PURPOSES OF THE NONPROFIT ORGANIZATION. ALL OR A PORTION OF THE FUND'S ASSETS EQUAL TO THE FUND'S FULL MARKET VALUE LESS $25,000 MAY BE DISTRIBUTED TO THE NONPROFIT ORGANIZATION UPON RECOMMENDATION OF THE AN AUTHORIZED REPRESENTATIVE OF THE NONPROFIT ORGANIZATION AND SUBJECT TO APPROVAL BY THE FOUNDATION. 1 UMOJA HEALTH WELLNESS AND JUSTICE COLLECTIVE 106 DRAYTON CT CHAPEL HILL NC 27516 842833924 501(C)(3) 165000 0 PARTNERSHIP TO EXPAND THE HOPE 4 THE FUTURE TRAINING CURRICULUM FOR YOUTH MENTAL AND BEHAVORIAL HEALTH 1 VEHICLE REPAIRS & TOWING 11 7849 MEDICAL EXPENSES & SUPPLIES 1 107 GENERAL COMMUNITY SUPPORT 27 7674 TURKEY GIFT CARDS 120 3980 RENT ASSISTANCE 1 450 CHRISTMAS GIFTS 50 6928 SCHEDULE I, PART I, LINE 2 FORM 990, PART III, LINE 2 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 DISPARITIES WE 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. FORM 990, PART III, LINE 3 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. FORM 990, PART VI, SECTION A, LINE 2 RAY AND PHYLLIS MCKESSON ARE MARRIED. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION FILED RESTATED ARTICLES OF INCORPORATION WITH THE NC SECRETARY OF STATE TO CHANGE ITS NAME TO "WEST MARION, INC.". A COPY IS ATTACHED TO THIS RETURN. FORM 990, PART VI, SECTION B, LINE 11B A PRELIMINARY COPY OF THE RETURN IS PROVIDED TO EACH MEMBER OF THE BOARD VIA EMAIL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BEFORE ENGAGING IN ANY ACTIVITY, TRANSACTION, OR RELATIONSHIP THAT MIGHT GIVE RISE TO A CONFLICT OF INTEREST, EMPLOYEES MUST SEEK REVIEW FROM THEIR SUPERVISOR. FORM 990, PART VI, SECTION B, LINE 15 HIRED AN OUTSIDE CONSULTANT TO RESEARCH COMPENSATION BY COMPARING JOB DESCRIPTIONS WITH SIMILAR AGENCIES IN WESTERN NORTH CAROLINA. PRESENTED THIS INFORMATION TO THE BOARD FOR CONSIDERATION AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 AT OUR COMMUNITY MONTHLY MEETINGS WE HAVE SHARED FINANCIAL RECORDS AND ANY OTHER DOCUMENTS UPON REQUEST. PART VII, SECTION A, (C) EXECUTIVE DIRECTOR HAS NO VOTING POWER ON THE BOARD. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 48,103. MANAGEMENT AND GENERAL EXPENSES 396,826. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 444,929.