XReligion-RelatedEIN: 261971117· Ruling Year: 2008

Western Diocese Endowment Fund Inc

Fresno, California

BHealth Score
63B

Financial Health Score

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

Above Average

💰
$9.5M
Total Revenue
📊
$2.9M
Total Expenses
🏦
$66.6M
Net Assets
📋
$2.6M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+207.1%
Year-over-year change (2022 → 2023)
Net Margin
+69.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
22.91
Net assets divided by total expenses
Liabilities-to-Assets
3.8%
Total liabilities as % of total assets

Filing History

12 filings on record
YearRevenueExpensesAssets
2023$9,548,241207%$2,908,3591%$69,281,38111%
2022-$8,914,179183%$2,932,1712%$62,523,63516%
2021$10,721,3851%$2,876,45812%$74,278,53412%
2020$10,858,3756%$2,562,0757%$66,188,31715%
2019$10,198,256447%$2,395,91818%$57,750,62617%
2018-$2,939,515113%$2,022,02932%$49,546,7698%
2017$22,570,0239470%$1,526,71178%$54,120,349190%
2015-$240,871107%$858,67112%$18,654,6325%
2014$3,243,8901%$764,43920%$19,662,98115%
2013$3,200,79925%$635,84717%$17,068,23418%
2012$4,240,1323066%$542,93016%$14,435,64935%
2011-$142,960$466,575$10,673,404

Frequently Asked Questions

What does Western Diocese Endowment Fund Inc do?

Western Diocese Endowment Fund Inc is a religion-related nonprofit organization based in California. It is classified under NTEE code X192 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Western Diocese Endowment Fund Inc financially healthy?

Based on our 9-metric Financial Health Score model, Western Diocese Endowment Fund Inc has a score of 63/100 (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 Western Diocese Endowment Fund Inc generate?

Western Diocese Endowment Fund Inc reports $2.8M in annual revenue and holds $74.1M in total assets, based on IRS filings.

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