TPhilanthropy, Voluntarism & GrantmakingEIN: 207515945· Ruling Year: 2007

Joseph A W Clayes Iii Charitable Tr

La Jolla, California

B+Health Score
71B+

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 Org13.05×
Peer Median18.82×
💰
$5.3M
Total Revenue
📊
$2.4M
Total Expenses
🏦
$31.4M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+186.9%
Year-over-year change (2022 → 2023)
Net Margin
+54.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
13.05
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$5,296,561187%$2,406,58125%$31,397,11510%
2022$1,845,89848%$3,228,81632%$28,507,1355%
2021$3,533,621395%$2,449,9402%$29,890,0534%
2020$713,85459%$2,401,6524%$28,806,3726%
2019$1,758,40654%$2,507,9241%$30,494,1703%
2015$1,138,442693%$2,479,5567%$31,499,1574%
2014$143,50996%$2,652,4997%$32,840,2717%
2013$3,523,44194%$2,478,0741%$35,349,2613%
2012$1,820,32751%$2,457,5516%$34,303,8942%
2011$3,735,962$2,603,151$34,941,118

Frequently Asked Questions

What does Joseph A W Clayes Iii Charitable Tr do?

Joseph A W Clayes Iii Charitable Tr 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 Joseph A W Clayes Iii Charitable Tr financially healthy?

Based on our 9-metric Financial Health Score model, Joseph A W Clayes Iii Charitable Tr has a score of 71/100 (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 Joseph A W Clayes Iii Charitable Tr generate?

Revenue data for Joseph A W Clayes Iii Charitable Tr is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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