TPhilanthropy, Voluntarism & GrantmakingEIN: 454140394· Ruling Year: 2015

Annette M Williams Charitable Foundation

Sn Bernrdno, California

B+Health Score
68B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org17.92×
Peer Median18.82×
💰
$906K
Total Revenue
📊
$711K
Total Expenses
🏦
$12.7M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+53.6%
Year-over-year change (2022 → 2023)
Net Margin
+21.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
17.92
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

6 filings on record
YearRevenueExpensesAssets
2023$906,18254%$711,1141%$12,745,7992%
2022$589,92527%$715,64449%$12,550,7311%
2021$803,78355%$481,73369%$12,676,4503%
2020$518,66220%$1,529,56975%$12,354,4008%
2019$648,86364886200%$876,066$13,365,3071336530600%
2015$1$0$1

Frequently Asked Questions

What does Annette M Williams Charitable Foundation do?

Annette M Williams Charitable Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Annette M Williams Charitable Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Annette M Williams Charitable Foundation has a score of 68/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Annette M Williams Charitable Foundation generate?

Revenue data for Annette M Williams Charitable Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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