WILBUR C GROSSE TRUST

EIN: 336095825

MONTARA, CA

Total Revenue
$127,901
Total Expenses
$169,412
Total Assets
$7,182,073
Net Assets
$7,182,073
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1991
Legal Domicile
CA
Principal Officer
SAME AS C ABOVE
Phone
6269934550
Tax Period
2024-01-01 to 2024-12-31

WILBUR C GROSSE TRUST, founded in 1991, is a small nonprofit that reported $128K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $169K exceeded revenue, resulting in a 32% operating deficit.

Mission

CHARITABLE SUPPORT

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $174,586
Investment Income $-46,685
Other Revenue $0
TOTAL REVENUE $127,901

Expense Breakdown

Grants Paid $114,500
Salaries & Benefits $50,400
Fundraising Expenses $0
Program Expenses $114,937
Other Expenses $4,512
TOTAL EXPENSES $169,412

Year-over-Year Comparison

2024 2023 Change
Revenue $127,901 $152,863 -0.2%
Expenses $169,412 $173,897 0.0%
Net Income $-41,511 $-21,034 +1.0%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
1
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
1
$50,400
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARIA ELENA MUOZ TRUSTEE 10.00
Director
$50,400 $0 $50,400
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $125,472 $169,412 $7,182,073 $-43,940
2024 $127,901 $169,412 $7,182,073 $-41,511
2023 $152,863 $173,897 $6,503,558 $-21,034
2022 $91,527 $170,213 $6,046,310 $-78,686
2021 $144,983 $169,965 $6,921,721 $-24,982
2020 $167,786 $158,209 $6,070,577 $9,577
2019 $140,407 $156,846 $5,665,880 $-16,439
2018 $123,150 $153,707 $4,762,289 $-30,557
Explore More Nonprofits
→Top 100 Nonprofits in California →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare WILBUR C GROSSE TRUST with other nonprofits in California and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.