J Robert Westerman Foundation Tr Agreement
Only null% goes to programs Strong reserves Growing revenue
J Robert Westerman Foundation Tr Agreement is a 501(c)(3) organization based in Louisville, Kentucky, registered in 2017, with $124,888 in FY2023 revenue. CharityIndex grades it C+.
312 Mill Stream Pl, Louisville, KY, 40222 EIN 81-6678657 Since 2017
Revenue (FY2023)
$125K
▲ 4006.8% vs prior year
Philanthropy median: $168K
Expenses (FY2023)
$7,405
Net assets
$217K
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 J Robert Westerman Foundation Tr Agreement— 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 rating351 mo reserves · +94% 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 J Robert Westerman Foundation Tr Agreement: 351 mo reserves · +94% 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 J Robert Westerman Foundation Tr Agreement— 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 J Robert Westerman Foundation Tr Agreement: 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
- 312 Mill Stream Pl, Louisville, KY, 40222
- City
- Louisville
- State
- Kentucky
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $533 (FY2017) to $125K (FY2023) across 7 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $0Net assets $217K
Operating margin
94.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$217K
Total liabilities
$0
Net assets
$217K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $124,888▲4007% | $7,405▼6.7% | $216,726▲122% | $216,726▲122% | 990PF |
| 2022 | $3,041▼73.9% | $7,937▲12.6% | $97,534▼4.8% | $97,534▼4.8% | 990PF |
| 2021 | $11,646▲196% | $7,049▼3.7% | $102,430▲4.7% | $102,430▲4.7% | 990PF |
| 2020 | $3,941▼95.3% | $7,323▲370% | $97,833▼3.3% | $97,833▼3.3% | 990PF |
| 2019 | $83,118▲4842% | $1,557▲24.8% | $101,215▲415% | $101,215▲415% | 990PF |
| 2018 | $1,682▲216% | $1,248▲8.5% | $19,654▼8.2% | $19,654▼8.2% | 990PF |
| 2017 | $533 | $1,150 | $21,410 | $21,410 | 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.
Similar organizations in Philanthropy
Compare J Robert Westerman Foundation Tr Agreement
Frequently asked questions
- Is J Robert Westerman Foundation Tr Agreement a legitimate nonprofit?
- Yes. J Robert Westerman Foundation Tr Agreement is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 81-6678657, based in Louisville, Kentucky. Donations are tax-deductible.
- What is J Robert Westerman Foundation Tr Agreement's EIN?
- J Robert Westerman Foundation Tr Agreement's Employer Identification Number (EIN) is 81-6678657.
- How much revenue does J Robert Westerman Foundation Tr Agreement report?
- J Robert Westerman Foundation Tr Agreement reported $124,888 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does J Robert Westerman Foundation Tr Agreement have?
- CharityIndex grades J Robert Westerman Foundation Tr Agreement C+, based on financial health (reserves and operating margin).
More nonprofits in Louisville
Explore more
Data for J Robert Westerman Foundation Tr Agreement (EIN 81-6678657) 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.