Westchase Charitable Foundation

Nonprofit profile at a glance

EIN
202113543
IRS 990-EZ coverage
2021–2022
Forms available
Form 990-EZ 2022
Location
Tampa, FL, USA
Phone
8138550343
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Community Foundations

Official website

Reported finances

Revenue
$61,354
Expenses
$54,732
Assets
$72,807

Source: IRS Form 990-EZ. Selected filing: tax year 2022. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • Sean O'Donnell (President)
  • Trey Corish (Vice President)

People named in this filing

  • Sean O'Donnell (President)
  • Trey Corish (Vice President)
  • Ahmed Bhutta (Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2022. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Assist families affected by tragedy.

What it reported doing in 2022

Lyn Watson $4000, Brittney Mary $2500, Amanda Woolard $2500, Courtney Larson $2500, Kelly Flasetti $2500, Yeny Gisela Lagos $2500, Emily Tierelli $2500, Luisa Evans $3000, Karen McGinnis $5000, Aaron Even Scott $5000, Margaret Shepard $5000, Trish Kelly $500, Shawn Yesner $5000, Blakley Echeverry Flowers for Taweny and Json Shaffer $106.99

Operating model

Revenue model
Other-operating. 100% of the money available for current operations came from other operating revenue.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 72
  • Transparency & Controls: 82
  • Sustainability: 51
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 69.4%; rating input score 69
  • Program expense ratio: 77.8%; rating input score 78

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 10.8%; rating input score 63; 63rd percentile among comparable filings
  • Total-asset coverage ratio: 1.33; rating input score 51; 51st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 19.6% per year; rating input score 100; 81st percentile among comparable filings
  • Revenue growth: 125% per year; rating input score 100; 99th percentile among comparable filings
  • Asset growth: 9.5% per year; rating input score 100; 70th percentile among comparable filings

Details

  • Where the money goes: 69.4% of revenue deployed · 77.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $43K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 2 filing years from 2021 to 2022
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • Review — Sustainability: Total-asset coverage ratio scored 51/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.