Grace H Westerfield Tr Uw

Small private foundation shows stable asset growth despite fluctuating revenue and minimal operational expenses.

EIN: 16044199 · Camden, ME · NTEE: T20 · Updated: 2026-03-28

$181KRevenue
$396KAssets
85/100Mission Score (Excellent)
T20
Grace H Westerfield Tr Uw Financial Summary
MetricValue
Total Revenue$181K
Total Expenses$22K
Program Spending90%
CEO/Top Officer Pay$0
Net Assets$360K
Transparency Score85/100

Search Intent Cockpit

Grace H Westerfield Tr Uw Form 990, Revenue, CEO Pay, and IRS Filing Signals

Grace H Westerfield Tr Uw is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Grace H Westerfield Tr Uw in one place.

Form 990 Filing Summary

10 filing years are available, with latest revenue of $12K and expenses of $22K.

Revenue and Expenses

Grace H Westerfield Tr Uw reported $12K in revenue and $22K in expenses, a deficit of $10K.

Executive Compensation

Top officer compensation appears as $0 in the stored analysis, with context against revenue and expenses below.

Charity Score and Red Flags

85/100 mission score, 1 red flag, and 5 strengths are shown from structured and AI review.

Is Grace H Westerfield Tr Uw Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

IRS 990 Data Cockpit

Where the Money Comes From and Where It Goes

PendingDonor/Grant Funding
90%Program Expense
$0Grants Paid
10Stored Filing Years

Revenue Source Mix

Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.

Expense Deployment

Grace H Westerfield Tr Uw Expense Deployment
Program services$20K (90%)

Across stored filings, Grace H Westerfield Tr Uw shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

Decision Cockpit

One-Stop Donor, Research, and Peer Context Hub

Grace H Westerfield Tr Uw Donor Decision Matrix
Decision LensSignalWhat to Inspect Next
LegitimacySome ConcernsGood filing record; 1 red flag identified
Mission spend90% to programsExcellent
Financial durabilityGrade B10 stored filing years
Peer contextCompare with Maine Composite Materials Applied Technology Development CenterMaine and Philanthropy context

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Grace H Westerfield Tr Uw directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Grace H Westerfield Tr Uw

Grace H Westerfield Tr Uw (EIN: 16044199) is a nonprofit organization based in Camden, ME, classified under NTEE code T20. The organization reported total revenue of $181K and total assets of $396K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Grace H Westerfield Tr Uw's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

29Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Grace H Westerfield Tr Uw is a small nonprofit that has been operating for 29 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -6.2%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$12K
Total Expenses$22K
Surplus / Deficit$-10,496
Total Assets$360K
Total Liabilities$1
Net Assets$360K
Operating Margin-91.0%
Debt-to-Asset Ratio0.0%
Months of Reserves196.0 months

Financial Health Grade: B

In 2023, Grace H Westerfield Tr Uw reported a deficit of $10K with expenses exceeding revenue, holds 196.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Grace H Westerfield Tr Uw's revenue has declined at a compound annual growth rate (CAGR) of -6.2%.

YearRevenue ChangeExpense ChangeAsset Change
2023+970.4%-21.0%-2.8%
2022-92.9%-12.3%-7.1%
2021-88.1%+16.7%-4.0%
2020+1084.3%+3.8%+32.1%
2019+70.8%+35.3%+58.0%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1997

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Grace H Westerfield Tr Uw appears to be a small private foundation or trust, given its NTEE code T20 (Private Grantmaking Foundations) and consistent low revenue and expenses. The organization's financial health shows a fluctuating revenue stream, with a notable spike in 2020 ($128,157) compared to other years, which typically see revenue below $16,000. Despite this variability, its assets have generally grown over the decade, from $243,203 in 2011 to $359,796 in 2023, indicating a stable, albeit slow, accumulation of capital. The organization consistently reports minimal liabilities ($1), suggesting a very low financial risk profile. Spending efficiency is difficult to fully assess without a detailed breakdown of expenses beyond total expenses. However, given the nature of a private grantmaking foundation, a significant portion of expenses would ideally be grants to other organizations. The consistent reporting of zero officer compensation across all filings indicates that administrative costs related to executive salaries are non-existent, which is a positive sign for efficiency. The organization's expenses have remained relatively stable, generally ranging from $15,000 to $30,000 annually, even in years with higher revenue. Transparency is generally good, as evidenced by the consistent filing of IRS Form 990s over a decade. The absence of officer compensation is a clear and transparent financial practice. However, without more detailed expense categories (e.g., program service expenses vs. administrative expenses), a deeper analysis of how funds are allocated to its mission is limited. The organization's small scale and consistent financial reporting suggest a commitment to basic transparency requirements.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Grace H Westerfield Tr Uw with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 90%
  • fundraising: 0%

According to IRS 990 filings, Grace H Westerfield Tr Uw allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$12KTotal Revenue
$22KTotal Expenses
$360KTotal Assets
$1Total Liabilities
$360KNet Assets
  • The organization reported a deficit of $10K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Executive compensation is consistently reported as $0 across all filings, indicating that no officers or key employees receive salaries from the organization, which is highly efficient for an organization of its size.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Grace H Westerfield Tr Uw's IRS 990 filings:

  • Lack of detailed expense breakdown in provided data makes it difficult to fully assess program spending ratio.

Strengths

The following positive indicators were identified for Grace H Westerfield Tr Uw:

  • Consistent asset growth over a decade, from $243,203 in 2011 to $359,796 in 2023.
  • Zero executive compensation reported across all filings, indicating high efficiency in administrative costs.
  • Very low liabilities ($1 consistently reported), suggesting strong financial stability and low risk.
  • Consistent IRS 990 filing history over 10 periods, demonstrating commitment to transparency.
  • Stable expense levels, generally between $15,000-$30,000, indicating predictable operational costs.

Frequently Asked Questions about Grace H Westerfield Tr Uw

Is Grace H Westerfield Tr Uw a legitimate charity?

Grace H Westerfield Tr Uw (EIN: 16044199) is a registered tax-exempt nonprofit based in Maine. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $181K. 1 red flag identified. 5 strengths noted. Financial health grade: B.

How does Grace H Westerfield Tr Uw spend its money?

Grace H Westerfield Tr Uw directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Grace H Westerfield Tr Uw tax-deductible?

Grace H Westerfield Tr Uw is registered as a tax-exempt nonprofit (EIN: 16044199). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Grace H Westerfield Tr Uw CEO make?

Grace H Westerfield Tr Uw's highest-compensated officer earns $0 annually. The organization reported $181K in total revenue. Executive compensation data is disclosed in IRS 990 filings.

How does Grace H Westerfield Tr Uw compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Grace H Westerfield Tr Uw is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Grace H Westerfield Tr Uw located?

Grace H Westerfield Tr Uw is headquartered in Camden, Maine and files with the IRS under EIN 16044199. It is classified under NTEE code T20.

How many years of IRS 990 filings does Grace H Westerfield Tr Uw have?

Grace H Westerfield Tr Uw has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $181K in total revenue.

What is the primary purpose of Grace H Westerfield Tr Uw?

As a Private Grantmaking Foundation (NTEE T20), its primary purpose is likely to provide grants to other organizations or individuals, though specific beneficiaries are not detailed in the provided data.

Why did revenue spike in 2020?

The data shows a significant revenue spike to $128,157 in 2020, compared to typical revenues below $16,000. This could be due to a large donation, investment gains, or a specific endowment distribution, but the filings do not provide further detail.

How does the organization manage its assets?

The organization's assets have shown consistent growth over the decade, from $243,203 in 2011 to $359,796 in 2023, suggesting prudent management, likely through investments, given its nature as a trust.

Filing History

IRS 990 filing history for Grace H Westerfield Tr Uw showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Grace H Westerfield Tr Uw's revenue has declined by 53.7%, moving from $25K to $12K. Total assets increased by 47.9% over the same period, from $243K to $360K. Total functional expenses fell by 9.1%, from $24K to $22K. In its most recent filing year (2023), Grace H Westerfield Tr Uw reported a deficit of $10K, with expenses exceeding revenue. The organization holds $1 in liabilities against $360K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $360K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $12K $22K $360K $1 View 990
2022 $1K $28K $370K $1 View 990
2021 $15K $32K $399K $1 View 990
2020 $128K $27K $415K $1
2019 $11K $26K $314K $1 View 990
2015 $6K $19K $199K $1 View 990
2014 $10K $17K $212K $1 View 990
2013 $5K $15K $219K $1 View 990
2012 $1K $15K $229K $1 View 990
2011 $25K $24K $243K $1 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $12K, expenses of $22K, and assets of $360K (revenue +970.4% year-over-year).
  • 2022: Revenue of $1K, expenses of $28K, and assets of $370K (revenue -92.9% year-over-year).
  • 2021: Revenue of $15K, expenses of $32K, and assets of $399K (revenue -88.1% year-over-year).
  • 2020: Revenue of $128K, expenses of $27K, and assets of $415K (revenue +1084.3% year-over-year).
  • 2019: Revenue of $11K, expenses of $26K, and assets of $314K (revenue +70.8% year-over-year).
  • 2015: Revenue of $6K, expenses of $19K, and assets of $199K (revenue -39.4% year-over-year).
  • 2014: Revenue of $10K, expenses of $17K, and assets of $212K (revenue +111.5% year-over-year).
  • 2013: Revenue of $5K, expenses of $15K, and assets of $219K (revenue +304.0% year-over-year).
  • 2012: Revenue of $1K, expenses of $15K, and assets of $229K (revenue -95.1% year-over-year).
  • 2011: Revenue of $25K, expenses of $24K, and assets of $243K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Grace H Westerfield Tr Uw:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Grace H Westerfield Tr Uw is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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