William A Wheeler & Florence R Foundation is a 501(c)(3) organization based in Bakersfield, California, with $907,771 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$908K
▲ 72.2% vs prior year
Expenses (FY2024)
$492K
Net assets
$5.2M
Employees
—
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 William A Wheeler & Florence R Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 William A Wheeler & Florence R Foundation: 126 mo reserves · +46% margin earns a B+ on this criterion. See the exact thresholds →
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 William A Wheeler & Florence R Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 William A Wheeler & Florence R Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $1.3M (FY2014) to $908K (FY2024) across 11 reported years.
Financial snapshot
Operating margin
45.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$5.2M
Total liabilities
$47K
Net assets
$5.2M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $907,771▲72.2% | $492,326▼1.1% | $5,181,554▲8.7% | $5,228,060▲6.0% | 990PF |
| 2023 | $527,284▲407% | $497,803▲21.5% | $4,766,109▲0.6% | $4,932,358▲3.2% | 990PF |
| 2022 | $103,903▼88.8% | $409,841▲2.9% | $4,737,350▼6.1% | $4,778,194▼5.3% | 990PF |
| 2021 | $929,279▲318% | $398,436▲3.2% | $5,043,288▲11.8% | $5,043,288▲11.8% | 990PF |
| 2020 | $222,451▼27.0% | $386,062▼15.6% | $4,512,445▼3.5% | $4,512,445▼3.5% | 990PF |
| 2019 | $304,589▲18.3% | $457,645▲1.0% | $4,676,056▼3.2% | $4,676,056▼3.2% | 990PF |
| 2018 | $257,389▼60.2% | $452,998▲2.2% | $4,829,112▼3.9% | $4,829,345▼3.9% | 990PF |
| 2017 | $647,481▲95.8% | $443,135▲5.3% | $5,024,721▲4.2% | $5,024,721▲4.2% | 990PF |
| 2016 | $330,623▲981% | $420,893▼9.6% | $4,820,375▼1.8% | $4,820,375▼1.9% | 990PF |
| 2015 | -$37,539▼103% | $465,737▲9.9% | $4,910,645▼9.3% | $4,911,649▼9.3% | 990PF |
| 2014 | $1,261,046 | $423,885 | $5,413,921 | $5,413,921 | 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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Data for William A Wheeler & Florence R Foundation (EIN 88-0233486) 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.