Gary and Mary West Charitable Trust

La Jolla, California

B+Health Score
65B+

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 Org9.89×
Peer Median18.82×
💰
$16.9M
Total Revenue
📊
$33.6M
Total Expenses
🏦
$332.3M
Net Assets
📋
$1.1M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+5236.5%
Year-over-year change (2022 → 2023)
Net Margin
-98.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
9.89
Net assets divided by total expenses
Liabilities-to-Assets
0.3%
Total liabilities as % of total assets

Filing History

3 filings on record
YearRevenueExpensesAssets
2023$16,909,7325237%$33,596,5981360%$333,413,3001%
2022$316,86731587%$2,301,036$328,719,51132871851%
2021$1,000$0$1,000

Frequently Asked Questions

What does Gary and Mary West Charitable Trust do?

Gary and Mary West Charitable Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Gary and Mary West Charitable Trust financially healthy?

Based on our 9-metric Financial Health Score model, Gary and Mary West Charitable Trust has a score of 65/100 (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 Gary and Mary West Charitable Trust generate?

Revenue data for Gary and Mary West Charitable Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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