TPhilanthropy, Voluntarism & GrantmakingEIN: 752897679· Ruling Year: 2001

Westerman Foundation

Plano, Texas

B-Health Score
54B-

Financial Health Score

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

Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org17.47×
Peer Median18.82×
💰
$562K
Total Revenue
📊
$2.0M
Total Expenses
🏦
$34.1M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+327.4%
Year-over-year change (2022 → 2023)
Net Margin
-247.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
17.47
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$561,991327%$1,952,76920%$34,116,7706%
2022-$247,175105%$1,632,62919%$32,208,228
2021$4,955,06470%$2,022,68511%$32,328,1446%
2020$2,916,153146%$1,825,13715%$30,642,06815%
2019$1,185,88621%$2,138,25025%$26,669,71917%
2015$979,30593%$1,714,30320%$32,303,2862%
2014$14,629,45727%$1,428,35671%$33,025,30153%
2013$11,510,3521142%$836,2329%$21,635,13889%
2012$927,08719%$769,22315%$11,437,3821%
2011$776,198$668,162$11,338,117

Frequently Asked Questions

What does Westerman Foundation do?

Westerman Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Texas. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Westerman Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Westerman Foundation has a score of 54/100 (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 Westerman Foundation generate?

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

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