Generally low liabilities across all filing periods, suggesting good debt management
Long-term growth in assets from $82,762 in 2012 to $1,476,790 currently
Spending Breakdown
How Zelnick Belzberg Charitable Tr Ua allocates its funds across programs, administration, and fundraising.
80%
Program Spending
Healthy — majority goes to mission
15%
Admin Costs
Reasonable — admin costs in check
5%
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 Zelnick Belzberg Charitable Tr Ua
Is Zelnick Belzberg Charitable Tr Ua a legitimate charity?
Based on AI analysis of IRS 990 filings, Zelnick Belzberg Charitable Tr Ua (EIN: 137187853) shows mixed signals. Mission Score: 65/100. 2 red flags identified, 3 strengths noted.
Is Zelnick Belzberg Charitable Tr Ua a good charity to donate to?
Zelnick Belzberg Charitable Tr Ua has a Mission Score of 65/100. Revenue: $4.5M. Assets: $1.5M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Zelnick Belzberg Charitable Tr Ua?
The Employer Identification Number (EIN) for Zelnick Belzberg Charitable Tr Ua is 137187853. 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 Zelnick Belzberg Charitable Tr Ua spend its money?
Zelnick Belzberg Charitable Tr Ua allocates 80% to programs, 15% to administration, and 5% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Zelnick Belzberg Charitable Tr Ua's tax-exempt status?
You can verify Zelnick Belzberg Charitable Tr Ua's tax-exempt status using EIN 137187853 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
Zelnick Belzberg Charitable Tr Ua appears to be a private foundation, as indicated by its fluctuating revenue and expense patterns, and the absence of officer compensation. Its financial health shows significant variability in revenue, from a high of $5,825,041 in 2021 to a low of $150,002 in 2012. This volatility is typical for organizations primarily funded by investment income or large, infrequent donations. The organization consistently reports 0% officer compensation, which is a positive indicator for donor confidence regarding executive pay. However, without detailed expense breakdowns beyond total expenses, it's challenging to fully assess spending efficiency, particularly the ratio of program spending to administrative and fundraising costs. The NTEE code being unknown also limits a clear understanding of its specific programmatic focus.
The organization's assets have shown growth over the long term, from $82,762 in 2012 to $1,476,790 currently, despite some year-to-year fluctuations. For instance, assets decreased from $3,952,035 in 2021 to $1,424,544 in 2024. Liabilities have generally remained low, suggesting good financial management in terms of debt. The lack of detailed information on program activities and specific expense categories in the provided data makes a comprehensive assessment of its transparency and program effectiveness difficult. As a private foundation, its primary function is often grant-making, and the efficiency would be measured by the impact of those grants, which is not discernible from this data.