Likely high program spending ratio given the absence of direct officer compensation and minimal liabilities.
Spending Breakdown
How Helene Fuld Health Trust 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 Helene Fuld Health Trust
Is Helene Fuld Health Trust a legitimate charity?
Based on AI analysis of IRS 990 filings, Helene Fuld Health Trust (EIN: 136309307) appears trustworthy. Mission Score: 95/100. 1 red flag identified, 5 strengths noted.
Is Helene Fuld Health Trust a good charity to donate to?
Helene Fuld Health Trust has a Mission Score of 95/100. Revenue: $57.5M. Assets: $121.5M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Helene Fuld Health Trust?
The Employer Identification Number (EIN) for Helene Fuld Health Trust is 136309307. 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 Helene Fuld Health Trust spend its money?
Helene Fuld Health Trust allocates 90% to programs, 10% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Helene Fuld Health Trust's tax-exempt status?
You can verify Helene Fuld Health Trust's tax-exempt status using EIN 136309307 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 Helene Fuld Health Trust demonstrates strong financial health with substantial assets, consistently exceeding $100 million over the past decade, reaching $121,484,079 in the latest reported period. The organization's spending efficiency appears robust, particularly given that officer compensation is consistently reported as 0%, indicating that the trust is likely managed by volunteers or through an affiliated entity that covers these costs. While revenue has fluctuated, with a notable high of $20,581,931 in 2021 and a low of $1,429,162 in 2023, the trust maintains a strong asset base, suggesting long-term stability and capacity to fulfill its mission. The consistent reporting of minimal liabilities further underscores its sound financial management.
The trust's financial operations show a pattern of significant grant-making, as implied by the substantial expenses relative to revenue in some years (e.g., $8,796,758 in expenses against $1,429,162 in revenue in 2023), indicating it draws from its endowment to fund programs. This is a common and sustainable model for endowed trusts. The absence of reported officer compensation directly on its 990s enhances its perceived efficiency and transparency regarding administrative costs, though it would be beneficial to understand if these costs are borne by a related entity.
Overall, the Helene Fuld Health Trust appears to be a well-managed and financially stable organization. Its consistent asset base, minimal liabilities, and lack of direct officer compensation on its filings suggest a strong commitment to its programmatic mission. The fluctuations in annual revenue and expenses are typical for an endowed trust that distributes grants, drawing from its principal when investment returns are lower or when making larger grant commitments.