Joseph A W Clayes Iii Charitable Tr
Joseph A W Clayes Iii Charitable Tr maintains stable assets and consistent grantmaking with zero reported officer compensation.
EIN: 207515945 · La Jolla, CA · NTEE: T22 · Updated: 2026-03-28
Source Check Matrix
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Identity resolved verified
Joseph A W Clayes Iii Charitable Tr is mapped to EIN 207515945.
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10 stored filing years available.
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10 stored filing years plus ProPublica source
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95% program spend, health grade A
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| Metric | Value |
|---|---|
| Total Revenue | $24.3M |
| Total Expenses | $2.4M |
| Program Spending | 95% |
| CEO/Top Officer Pay | $30 |
| Net Assets | $31.4M |
| Transparency Score | 90/100 |
Search Intent Cockpit
Joseph A W Clayes Iii Charitable Tr Form 990, Revenue, CEO Pay, and IRS Filing Signals
Joseph A W Clayes Iii Charitable Tr 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 Joseph A W Clayes Iii Charitable Tr in one place.
Form 990 Filing Summary
10 filing years are available, with latest revenue of $5.3M and expenses of $2.4M.
Revenue and Expenses
Joseph A W Clayes Iii Charitable Tr reported $5.3M in revenue and $2.4M in expenses, a surplus of $2.9M.
Executive Compensation
Top officer compensation appears as $30 in the stored analysis, with context against revenue and expenses below.
Charity Score and Red Flags
90/100 mission score, 1 red flag, and 4 strengths are shown from structured and AI review.
Is Joseph A W Clayes Iii Charitable Tr Legit?
Some Concerns
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
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
| Program services | $2.3M (95%) |
Across stored filings, Joseph A W Clayes Iii Charitable Tr shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
One-Stop Donor, Research, and Peer Context Hub
| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 1 red flag identified |
| Mission spend | 95% to programs | Excellent |
| Financial durability | Grade A | 10 stored filing years |
| Peer context | Compare with Butte County Fire Safe Council | California and Philanthropy context |
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Request a concise report for Joseph A W Clayes Iii Charitable Tr with revenue, expenses, executive compensation, red flags, peer context, and IRS source links. You can also request CSV exports or watchlist updates for future filings.
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Joseph A W Clayes Iii Charitable Tr directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Joseph A W Clayes Iii Charitable Tr
Joseph A W Clayes Iii Charitable Tr (EIN: 207515945) is a nonprofit organization based in La Jolla, CA, classified under NTEE code T22. The organization reported total revenue of $24.3M and total assets of $37.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Joseph A W Clayes Iii Charitable Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Joseph A W Clayes Iii Charitable Tr is a large nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 3.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $5.3M |
| Total Expenses | $2.4M |
| Surplus / Deficit | +$2.9M |
| Total Assets | $31.4M |
| Total Liabilities | $1 |
| Net Assets | $31.4M |
| Operating Margin | 54.6% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 156.6 months |
Financial Health Grade: A
In 2023, Joseph A W Clayes Iii Charitable Tr reported a surplus of $2.9M with revenue exceeding expenses, holds 156.6 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), Joseph A W Clayes Iii Charitable Tr's revenue has grown at a compound annual growth rate (CAGR) of 3.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +186.9% | -25.5% | +10.1% |
| 2022 | -47.8% | +31.8% | -4.6% |
| 2021 | +395.0% | +2.0% | +3.8% |
| 2020 | -59.4% | -4.2% | -5.5% |
| 2019 | +54.5% | +1.1% | -3.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2007 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Joseph A W Clayes Iii Charitable Tr with a Mission Score of 90 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: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, Joseph A W Clayes Iii Charitable Tr allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% 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:
- The organization reported a surplus of $2.9M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that the organization does not pay salaries to its officers, which is highly efficient for a foundation of its size with assets over $30 million.
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 Joseph A W Clayes Iii Charitable Tr's IRS 990 filings:
- Lack of detailed expense breakdown beyond total expenses in provided data, making precise program spending difficult to ascertain without full 990 forms.
Strengths
The following positive indicators were identified for Joseph A W Clayes Iii Charitable Tr:
- Consistent zero officer compensation, indicating highly efficient and lean operations.
- Stable asset base, consistently above $28 million, providing a strong financial foundation for future grantmaking.
- Minimal liabilities ($0 or $1 reported), demonstrating excellent financial management and low debt risk.
- Consistent annual expenses (around $2.4M-$2.6M) suggest predictable and sustained grantmaking or operational activity.
Frequently Asked Questions about Joseph A W Clayes Iii Charitable Tr
Is Joseph A W Clayes Iii Charitable Tr a legitimate charity?
Joseph A W Clayes Iii Charitable Tr (EIN: 207515945) is a registered tax-exempt nonprofit based in California. Our AI analysis gives it a Mission Score of 90/100. It has 10 years of IRS 990 filings on record. Total revenue: $24.3M. 1 red flag identified. 4 strengths noted. Financial health grade: A.
How does Joseph A W Clayes Iii Charitable Tr spend its money?
Joseph A W Clayes Iii Charitable Tr directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Joseph A W Clayes Iii Charitable Tr tax-deductible?
Joseph A W Clayes Iii Charitable Tr is registered as a tax-exempt nonprofit (EIN: 207515945). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Joseph A W Clayes Iii Charitable Tr CEO make?
Joseph A W Clayes Iii Charitable Tr's highest-compensated officer earns $30 annually. The organization reported $24.3M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does Joseph A W Clayes Iii Charitable Tr compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), Joseph A W Clayes Iii Charitable Tr is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Joseph A W Clayes Iii Charitable Tr located?
Joseph A W Clayes Iii Charitable Tr is headquartered in La Jolla, California and files with the IRS under EIN 207515945. It is classified under NTEE code T22.
How many years of IRS 990 filings does Joseph A W Clayes Iii Charitable Tr have?
Joseph A W Clayes Iii Charitable Tr 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 $24.3M in total revenue.
What is the primary focus of the grants made by Joseph A W Clayes Iii Charitable Tr?
As a private grantmaking foundation (NTEE T22), the organization's primary activity is making grants. However, the provided data does not specify the thematic areas or beneficiaries of these grants.
How does the organization manage to operate with 0% officer compensation?
The 0% officer compensation suggests that the foundation may be managed by unpaid trustees or volunteers, or that administrative services are provided by an external entity or related trust without direct compensation to officers of this specific entity.
What caused the significant revenue fluctuation, such as $143,509 in 201412 versus $5,296,561 in 202312?
Revenue for private foundations often comes from investment returns, contributions, or other income sources. Such fluctuations could be due to market performance impacting investment income, timing of large contributions, or specific asset sales.
Filing History
IRS 990 filing history for Joseph A W Clayes Iii Charitable Tr showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Joseph A W Clayes Iii Charitable Tr's revenue has grown by 41.8%, moving from $3.7M to $5.3M. Total assets decreased by 10.1% over the same period, from $34.9M to $31.4M. Total functional expenses fell by 7.6%, from $2.6M to $2.4M. In its most recent filing year (2023), Joseph A W Clayes Iii Charitable Tr reported a surplus of $2.9M, with revenue exceeding expenses. The organization holds $1 in liabilities against $31.4M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $31.4M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $5.3M | $2.4M | $31.4M | $1 | — | — |
| 2022 | $1.8M | $3.2M | $28.5M | $1 | — | View 990 |
| 2021 | $3.5M | $2.4M | $29.9M | $1 | — | View 990 |
| 2020 | $714K | $2.4M | $28.8M | $1 | — | View 990 |
| 2019 | $1.8M | $2.5M | $30.5M | $1 | — | View 990 |
| 2015 | $1.1M | $2.5M | $31.5M | $1 | — | View 990 |
| 2014 | $144K | $2.7M | $32.8M | $1 | — | View 990 |
| 2013 | $3.5M | $2.5M | $35.3M | $0 | — | View 990 |
| 2012 | $1.8M | $2.5M | $34.3M | $1 | — | View 990 |
| 2011 | $3.7M | $2.6M | $34.9M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $5.3M, expenses of $2.4M, and assets of $31.4M (revenue +186.9% year-over-year).
- 2022: Revenue of $1.8M, expenses of $3.2M, and assets of $28.5M (revenue -47.8% year-over-year).
- 2021: Revenue of $3.5M, expenses of $2.4M, and assets of $29.9M (revenue +395.0% year-over-year).
- 2020: Revenue of $714K, expenses of $2.4M, and assets of $28.8M (revenue -59.4% year-over-year).
- 2019: Revenue of $1.8M, expenses of $2.5M, and assets of $30.5M (revenue +54.5% year-over-year).
- 2015: Revenue of $1.1M, expenses of $2.5M, and assets of $31.5M (revenue +693.3% year-over-year).
- 2014: Revenue of $144K, expenses of $2.7M, and assets of $32.8M (revenue -95.9% year-over-year).
- 2013: Revenue of $3.5M, expenses of $2.5M, and assets of $35.3M (revenue +93.6% year-over-year).
- 2012: Revenue of $1.8M, expenses of $2.5M, and assets of $34.3M (revenue -51.3% year-over-year).
- 2011: Revenue of $3.7M, expenses of $2.6M, and assets of $34.9M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Joseph A W Clayes Iii Charitable Tr:
Data Sources and Methodology
This transparency report for Joseph A W Clayes Iii Charitable Tr 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.