CEnvironmentEIN: 953982216· Ruling Year: 2024

Wells Family Charitable Foundation

Newport Beach, California

A-Health Score
78A-

Financial Health Score

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

Very Good

💰
$6.5M
Total Revenue
📊
$1.0M
Total Expenses
🏦
$20.6M
Net Assets
📋
$2K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-31.3%
Year-over-year change (2022 → 2023)
Net Margin
+84.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
20.54
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$6,489,93931%$1,005,17588%$20,651,53442%
2022$9,447,7501893%$8,442,9769339%$14,567,85613%
2021$474,10424%$89,44889%$16,659,8552%
2020$382,04993%$788,62812%$17,010,8636%
2019$5,335,3021354%$901,09661%$16,023,43570%
2015$366,83592%$2,325,704136%$9,441,57018%
2014$4,361,05212%$987,010169%$11,572,90745%
2013$3,908,21916%$366,70162%$7,983,67642%
2012$3,372,88360%$956,87911%$5,634,19083%
2011$2,110,889$1,078,748$3,070,465

Frequently Asked Questions

What does Wells Family Charitable Foundation do?

Wells Family Charitable Foundation is a environment nonprofit organization based in California. It is classified under NTEE code C99 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Wells Family Charitable Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Wells Family Charitable Foundation has a score of 78/100 (Grade: A-). 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 Wells Family Charitable Foundation generate?

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

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