Bertis A Westfall Charitable Trust
Only null% goes to programs Strong reserves Declining revenue
Bertis A Westfall Charitable Trust is a 501(c)(3) organization based in Columbia, Missouri, registered in 2008, with $46,694 in FY2024 revenue. CharityIndex grades it C+.
720 E Broadway 4th Floor, Columbia, MO, 65201 EIN 26-2239756 Since 2008
Revenue (FY2024)
$47K
▲ 1241.4% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$42K
Net assets
$524K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Bertis A Westfall Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating151 mo reserves · +11% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Bertis A Westfall Charitable Trust: 151 mo reserves · +11% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Bertis A Westfall Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Bertis A Westfall Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- 720 E Broadway 4th Floor, Columbia, MO, 65201
- City
- Columbia
- State
- Missouri
- Subcategory
- Philanthropy Programs
Financial trends
Revenue grew from $25K (FY2013) to $47K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $524K
Operating margin
10.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$524K
Total liabilities
$0
Net assets
$524K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $46,694▲1241% | $41,780▲4.0% | $524,131▲1.0% | $524,131▲1.0% | 990PF |
| 2023 | $3,481▲2.2% | $40,191▼16.4% | $518,923▼6.6% | $518,923▼6.6% | 990PF |
| 2022 | $3,406▼94.6% | $48,057▼1.7% | $555,617▼7.5% | $555,617▼7.5% | 990PF |
| 2021 | $63,560▲76.2% | $48,879▲2.5% | $600,559▲2.5% | $600,559▲2.5% | 990PF |
| 2020 | $36,072▲85.2% | $47,707▲3.2% | $586,000▼2.0% | $586,000▼2.0% | 990PF |
| 2019 | $19,474▲29.5% | $46,221▼9.6% | $598,215▼4.3% | $598,215▼4.3% | 990PF |
| 2018 | $15,034▼58.6% | $51,103▲1.1% | $624,962▼5.5% | $624,962▼5.5% | 990PF |
| 2017 | $36,334▲137% | $50,524▼3.2% | $661,031▼2.1% | $661,031▼2.1% | 990PF |
| 2016 | $15,348▲156% | $52,191▼10.8% | $675,221▼5.2% | $675,221▼5.2% | 990PF |
| 2015 | -$27,563▼183% | $58,478▼5.8% | $712,064▼10.8% | $712,064▼10.8% | 990PF |
| 2014 | $33,317▲34.9% | $62,075▼2.3% | $798,105▼3.5% | $798,105▼3.5% | 990PF |
| 2013 | $24,692 | $63,533▲0.9% | $826,790▼4.5% | $826,790▼4.5% | 990PF |
| 2012 | — | $62,938▼1.8% | $865,395▼2.6% | $865,395▼2.6% | 990PF |
| 2011 | — | $64,080▼0.5% | $888,675▼2.8% | $888,675▼2.8% | 990PF |
| 2010 | — | $64,430 | $913,818 | $913,818 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Bertis A Westfall Charitable Trust a legitimate nonprofit?
- Yes. Bertis A Westfall Charitable Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 26-2239756, based in Columbia, Missouri. Donations are tax-deductible.
- What is Bertis A Westfall Charitable Trust's EIN?
- Bertis A Westfall Charitable Trust's Employer Identification Number (EIN) is 26-2239756.
- How much revenue does Bertis A Westfall Charitable Trust report?
- Bertis A Westfall Charitable Trust reported $46,694 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Bertis A Westfall Charitable Trust have?
- CharityIndex grades Bertis A Westfall Charitable Trust C+, based on financial health (reserves and operating margin).
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Data for Bertis A Westfall Charitable Trust (EIN 26-2239756) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.