Very low reported expenses relative to assets and revenue, suggesting efficient operational management (e.g., $4,817 expenses on $44,939 revenue in 2023).
Minimal liabilities reported across all filings, often $0 or $1, indicating strong financial solvency in that area.
Spending Breakdown
How Arnold & Jeanne Bernstein Fund allocates its funds across programs, administration, and fundraising.
90%
Program Spending
Healthy — majority goes to mission
10%
Admin Costs
Reasonable — admin costs in check
0%
Fundraising
Within typical range
How to read this: Well-run charities typically spend 75% or more on programs, keep admin under 25%, and fundraising under 15%. A high program ratio means more of every dollar goes directly to the mission.
How to Interpret This Report
What Red Flags Mean
Red flags are potential warning signs identified by AI analysis of IRS 990 filings. They may indicate issues like declining revenue, high executive pay relative to program spending, lack of transparency, or governance concerns. A single red flag does not necessarily mean an organization is untrustworthy, but multiple flags warrant further investigation before donating.
What Mission Score Measures
The Mission Score (0-100) evaluates how effectively a nonprofit fulfills its stated purpose. It combines multiple factors: program spending efficiency (how much goes to programs vs. overhead), financial health and sustainability, governance quality, transparency in reporting, and consistency of operations over time. A score of 70+ indicates strong alignment with the organization’s mission.
Using This Data for Donation Decisions
Use this report as one input in your decision. Look at the overall Mission Score for a quick assessment, review red flags and strengths for specific concerns, check the spending breakdown to see where money goes, and compare executive compensation to the organization’s size. Consider viewing the full transparency report for deeper analysis, and always verify tax-exempt status with the IRS before making large donations.
Frequently Asked Questions about Arnold & Jeanne Bernstein Fund
Is Arnold & Jeanne Bernstein Fund a legitimate charity?
Based on AI analysis of IRS 990 filings, Arnold & Jeanne Bernstein Fund (EIN: 136095410) appears trustworthy. Mission Score: 70/100. 3 red flags identified, 3 strengths noted.
Is Arnold & Jeanne Bernstein Fund a good charity to donate to?
Arnold & Jeanne Bernstein Fund has a Mission Score of 70/100. Revenue: $769K. Assets: $339K. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Arnold & Jeanne Bernstein Fund?
The Employer Identification Number (EIN) for Arnold & Jeanne Bernstein Fund is 136095410. This is the unique tax ID assigned by the IRS.
What is a Mission Score?
The Mission Score is a 0-100 rating that measures how effectively a nonprofit fulfills its stated mission. It factors in program spending efficiency, financial transparency, governance practices, and outcome reporting. Scores above 70 indicate strong mission alignment, 40-69 suggest mixed performance, and below 40 signals potential concerns.
How does Arnold & Jeanne Bernstein Fund spend its money?
Arnold & Jeanne Bernstein Fund allocates 90% to programs, 10% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Arnold & Jeanne Bernstein Fund's tax-exempt status?
You can verify Arnold & Jeanne Bernstein Fund's tax-exempt status using EIN 136095410 on the IRS Tax Exempt Organization Search (TEOS) at apps.irs.gov/app/eos. You can also request copies of their Form 990 directly from the organization, as they are required by law to provide them upon request.
AI Transparency Report
The Arnold & Jeanne Bernstein Fund appears to be a private foundation, as indicated by its consistent revenue sources and asset management rather than public fundraising. Its financial health shows a declining trend in assets over the past decade, from over $1 million in 2015 to $609,326 in 2023. While the organization consistently reports very low expenses relative to its assets, suggesting a conservative spending approach, the negative revenue in 2022 ($-25,211) is unusual and warrants further investigation, potentially indicating investment losses or significant adjustments. The latest revenue of $44,939 in 2023 is also significantly lower than its historical average, while assets continue to decrease.
Spending efficiency is high in terms of operational overhead, as expenses are consistently low. For example, in 2023, expenses were only $4,817 against $44,939 in revenue. However, without a detailed breakdown of program service accomplishments or grants made, it's difficult to fully assess the impact of this spending. The organization consistently reports 0% officer compensation, which is a positive indicator of volunteer leadership or very low administrative costs. The liabilities have remained minimal, often $1 or $0, indicating good financial management in that regard.
Transparency is generally good through its consistent 990 filings. However, the lack of an NTEE code and the absence of detailed program descriptions in the provided data make it challenging to fully understand its mission and impact. The significant decline in assets and fluctuating revenue, including a negative figure, suggest a need for clearer financial reporting or explanations regarding its investment strategy and grant-making activities to fully understand its long-term sustainability and effectiveness.