W W WESTPHAL TRUST UW

EIN: 556014475 Philanthropy & Grantmaking

ORLANDO, FL

Total Revenue
$266,822
Total Expenses
$105,162
Total Assets
$4,986,578
Net Assets
$4,986,578
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1941
Legal Domicile
WV
Phone
6104583121
Tax Period
2024-01-01 to 2024-12-31

W W WESTPHAL TRUST UW, founded in 1941, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $267K in total revenue in fiscal year 2024. Revenue surged 117% from the prior year, signaling strong growth momentum. The organization ran a surplus of $162K, a strong 61% operating margin.

Mission

TRUST TO PROVIDE SUPPORT FOR THE MARTINSBURG FIRE DEPARTMENT IN MARTINSBURG, WEST VIRGINIA.

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Trantor Score

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

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $266,822
Other Revenue $0
TOTAL REVENUE $266,822

Expense Breakdown

Grants Paid $76,989
Salaries & Benefits $26,284
Fundraising Expenses $0
Program Expenses $90,131
Other Expenses $1,889
TOTAL EXPENSES $105,162

Year-over-Year Comparison

2024 2023 Change
Revenue $266,822 $123,066 +1.2%
Expenses $105,162 $84,760 +0.2%
Net Income $161,660 $38,306 +3.2%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

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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
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TRUIST BANK TRUSTEE N/A
$26,284 $0 $26,284
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
2025 No data No data No data No data
2024 $266,822 $105,162 $4,986,578 $161,660
2023 $123,066 $84,760 $4,818,290 $38,306
2022 $-103,304 $77,674 $4,787,107 $-180,978
2021 $537,485 $97,832 $4,969,775 $439,653
2020 $400,317 $114,844 $4,528,123 $285,473
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