Bert Broday Jr Trust Fbo Texas School For The Blind And Visually

Bert Broday Jr Trust consistently dedicates resources to its mission with stable assets and no reported officer compensation.

EIN: 207318388 · Saint Louis, MO · NTEE: B112 · Updated: 2026-03-28

$4.7MRevenue
$16.2MAssets
95/100Mission Score (Excellent)
B112
Bert Broday Jr Trust Fbo Texas School For The Blind And Visually Financial Summary
MetricValue
Total Revenue$4.7M
Total Expenses$1.3M
Program Spending100%
CEO/Top Officer Pay$15
Net Assets$15.5M
Transparency Score95/100

Is Bert Broday Jr Trust Fbo Texas School For The Blind And Visually Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Bert Broday Jr Trust Fbo Texas School For The Blind And Visually directs 100% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Bert Broday Jr Trust Fbo Texas School For The Blind And Visually

Bert Broday Jr Trust Fbo Texas School For The Blind And Visually (EIN: 207318388) is a nonprofit organization based in Saint Louis, MO, classified under NTEE code B112. The organization reported total revenue of $4.7M and total assets of $16.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Bert Broday Jr Trust Fbo Texas School For The Blind And Visually's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

17Years Operating
Mid-SizeSize Classification
14Years of Filings
MixedRevenue Trajectory

Bert Broday Jr Trust Fbo Texas School For The Blind And Visually is a mid-size nonprofit that has been operating for 17 years, with 14 years of IRS 990 filings on record (2010–2023). Revenue has grown at a compound annual rate of -11.9%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$897K
Total Expenses$1.3M
Surplus / Deficit$-380,853
Total Assets$15.5M
Total Liabilities$1
Net Assets$15.5M
Operating Margin-42.5%
Debt-to-Asset Ratio0.0%
Months of Reserves145.4 months

Financial Health Grade: B

In 2023, Bert Broday Jr Trust Fbo Texas School For The Blind And Visually reported a deficit of $381K with expenses exceeding revenue, holds 145.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 14 years of filings (2010–2023), Bert Broday Jr Trust Fbo Texas School For The Blind And Visually's revenue has declined at a compound annual growth rate (CAGR) of -11.9%.

YearRevenue ChangeExpense ChangeAsset Change
2023+49.7%-7.3%-2.3%
2022-49.4%+19.2%-4.9%
2021+37.0%-11.6%+0.2%
2020-22.5%+27.3%-2.5%
2019+24.3%+2.7%-2.0%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2009

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Bert Broday Jr Trust Fbo Texas School For The Blind And Visually appears to be a well-managed trust with a strong focus on its programmatic mission. The organization consistently reports zero officer compensation, indicating that its leadership is likely volunteer-based or compensated through other means not reported as officer compensation, which is a positive sign for donor confidence. While the trust has experienced fluctuations in annual revenue, ranging from $598,771 in 2022 to $1,201,208 in 2017, its asset base has remained substantial and relatively stable, hovering around $15-17 million over the past decade. This suggests a robust endowment or investment strategy supporting its long-term goals. The trust's spending efficiency is commendable, with expenses generally aligning with or slightly exceeding revenue in recent years, indicating active deployment of funds rather than excessive accumulation. For instance, in 2023, expenses were $1,277,484 against revenues of $896,631, demonstrating a commitment to its beneficiaries even when annual income fluctuates. The consistent reporting of minimal liabilities (often $0 or $1) across all filings further underscores sound financial management and a low-risk operational profile. The NTEE code B112 (Support for Schools with Specific Disabilities) clearly aligns with its name and stated purpose, reinforcing its programmatic focus.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Bert Broday Jr Trust Fbo Texas School For The Blind And Visually with a Mission Score of 95 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Bert Broday Jr Trust Fbo Texas School For The Blind And Visually allocates its expenses as follows: admin: 0%, programs: 100%, fundraising: 0%. With 100% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$897KTotal Revenue
$1.3MTotal Expenses
$15.5MTotal Assets
$1Total Liabilities
$15.5MNet Assets

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that executive leadership is either unpaid or compensated through mechanisms not classified as officer compensation on the 990, which is highly favorable for a trust of this size ($15-17 million in assets).

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Strengths

The following positive indicators were identified for Bert Broday Jr Trust Fbo Texas School For The Blind And Visually:

Frequently Asked Questions about Bert Broday Jr Trust Fbo Texas School For The Blind And Visually

Is Bert Broday Jr Trust Fbo Texas School For The Blind And Visually a legitimate charity?

Based on AI analysis of IRS 990 filings, Bert Broday Jr Trust Fbo Texas School For The Blind And Visually (EIN: 207318388) appears legitimate. Mission Score: 95/100. 0 red flags identified, 5 strengths noted.

How does Bert Broday Jr Trust Fbo Texas School For The Blind And Visually spend its money?

Bert Broday Jr Trust Fbo Texas School For The Blind And Visually directs 100% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Bert Broday Jr Trust Fbo Texas School For The Blind And Visually tax-deductible?

Bert Broday Jr Trust Fbo Texas School For The Blind And Visually is registered as a tax-exempt nonprofit (EIN: 207318388). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How much does the Bert Broday Jr Trust Fbo Texas School For The Blind And Visually CEO make?

Bert Broday Jr Trust Fbo Texas School For The Blind And Visually's highest-compensated officer earns $15 annually. The organization reported $4.7M in total revenue. Executive compensation data is disclosed in IRS 990 filings.

How does Bert Broday Jr Trust Fbo Texas School For The Blind And Visually compare to similar nonprofits?

With a transparency score of 95/100 (Excellent), Bert Broday Jr Trust Fbo Texas School For The Blind And Visually is above average for NTEE category B112 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Bert Broday Jr Trust Fbo Texas School For The Blind And Visually located?

Bert Broday Jr Trust Fbo Texas School For The Blind And Visually is headquartered in Saint Louis, Missouri and files with the IRS under EIN 207318388. It is classified under NTEE code B112.

How many years of IRS 990 filings does Bert Broday Jr Trust Fbo Texas School For The Blind And Visually have?

Bert Broday Jr Trust Fbo Texas School For The Blind And Visually has 14 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $4.7M in total revenue.

Is Bert Broday Jr Trust Fbo Texas School For The Blind And Visually a good charity?

Based on the available IRS 990 data, the trust appears to be a very good charity. It consistently reports zero officer compensation, maintains a substantial asset base (around $15-17 million), and shows a clear commitment to its mission by deploying funds, even when expenses exceed annual revenue, as seen in 2023 ($1,277,484 expenses vs. $896,631 revenue).

How does the trust manage its finances given fluctuating revenues?

The trust manages its finances by maintaining a significant asset base (e.g., $15,475,435 in 2023), which likely serves as an endowment. This allows it to continue its programmatic support even in years where annual revenue (e.g., $598,771 in 2022) is lower than expenses (e.g., $1,377,590 in 2022), drawing from its principal or investment returns.

What is the organization's approach to executive compensation?

The organization reports 0% officer compensation in all available filings, indicating a highly efficient approach where leadership is either volunteer-based or compensated through means not categorized as officer compensation, which is a strong positive for resource allocation.

Filing History

IRS 990 filing history for Bert Broday Jr Trust Fbo Texas School For The Blind And Visually showing financial trends over 14 years of public records:

Over 14 years of IRS 990 filings (2010–2023), Bert Broday Jr Trust Fbo Texas School For The Blind And Visually's revenue has declined by 80.8%, moving from $4.7M to $897K. Total assets decreased by 10.9% over the same period, from $17.4M to $15.5M. Total functional expenses rose by 44.2%, from $886K to $1.3M. In its most recent filing year (2023), Bert Broday Jr Trust Fbo Texas School For The Blind And Visually reported a deficit of $381K, with expenses exceeding revenue. The organization holds $1 in liabilities against $15.5M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $15.5M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $897K $1.3M $15.5M $1 View 990
2022 $599K $1.4M $15.8M $1 View 990
2021 $1.2M $1.2M $16.7M $1 View 990
2020 $864K $1.3M $16.6M $1 View 990
2019 $1.1M $1.0M $17.1M $0 View 990
2018 $897K $1000K $17.4M $0 View 990
2017 $1.2M $971K $17.1M $0 View 990
2016 $832K $991K $16.9M $0 View 990
2015 $713K $1.0M $17.1M $0 View 990
2014 $1.1M $995K $17.4M $0 View 990
2013 $993K $963K $17.3M $0 View 990
2012 $601K $930K $17.2M $0 View 990
2011 $1.1M $931K $17.6M $0 View 990
2010 $4.7M $886K $17.4M $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Bert Broday Jr Trust Fbo Texas School For The Blind And Visually:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing 2010 Filing

Data Sources and Methodology

This transparency report for Bert Broday Jr Trust Fbo Texas School For The Blind And Visually is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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