Bertha Bornstein Residue Trust

Bertha Bornstein Residue Trust consistently spends significantly more than its minimal revenue, depleting assets.

EIN: 16040761 · Montville, ME · Updated: 2026-03-28

$25Revenue
$3KAssets
10/100Mission Score (Very Poor)

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Bertha Bornstein Residue Trust Financial Summary
MetricValue
Total Revenue$25
Total Expenses$37K
Net Assets$3K
Transparency Score10/100

Search Intent Cockpit

Bertha Bornstein Residue Trust Form 990, Revenue, CEO Pay, and IRS Filing Signals

Bertha Bornstein Residue Trust is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Bertha Bornstein Residue Trust in one place.

Form 990 Filing Summary

6 filing years are available, with latest revenue of $25 and expenses of $37K.

Revenue and Expenses

Bertha Bornstein Residue Trust reported $25 in revenue and $37K in expenses, a deficit of $37K.

Executive Compensation

Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.

Charity Score and Red Flags

10/100 mission score, 4 red flags, and 1 strength are shown from structured and AI review.

Is Bertha Bornstein Residue Trust Legit?

Significant Concerns

GoodFiling Consistency
UnknownSpending Efficiency
ModerateTransparency
4 FoundRed Flags

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

IRS 990 Data Cockpit

Where the Money Comes From and Where It Goes

PendingDonor/Grant Funding
PendingProgram Expense
$0Grants Paid
6Stored Filing Years

Revenue Source Mix

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Expense Deployment

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Across stored filings, Bertha Bornstein Residue Trust shows contribution history pending. Next enrichment targets: revenue-source fields, functional expense detail, IRS BMF classification.

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Bertha Bornstein Residue Trust Donor Decision Matrix
Decision LensSignalWhat to Inspect Next
LegitimacySignificant ConcernsGood filing record; 4 red flags identified
Mission spendPendingUnknown
Financial durabilityGrade C6 stored filing years
Peer contextCompare with Maine Composite Materials Applied Technology Development CenterMaine and category context

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About Bertha Bornstein Residue Trust

Bertha Bornstein Residue Trust (EIN: 16040761) is a nonprofit organization based in Montville, ME. The organization reported total revenue of $25 and total assets of $3K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Bertha Bornstein Residue Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

52Years Operating
MicroSize Classification
6Years of Filings
DecliningRevenue Trajectory

Bertha Bornstein Residue Trust is a micro nonprofit that has been operating for 52 years, with 6 years of IRS 990 filings on record (2011–2019). Revenue has grown at a compound annual rate of -27.7%.

Key Financial Metrics (2019)

From the most recent IRS 990 filing on record:

Total Revenue$25
Total Expenses$37K
Surplus / Deficit$-37,283
Total Assets$3K
Total Liabilities$1
Net Assets$3K
Operating Margin-149132.0%
Debt-to-Asset Ratio0.0%
Months of Reserves0.9 months

Financial Health Grade: C

In 2019, Bertha Bornstein Residue Trust reported a deficit of $37K with expenses exceeding revenue, holds 0.9 months of operating reserves (limited), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 6 years of filings (2011–2019), Bertha Bornstein Residue Trust's revenue has declined at a compound annual growth rate (CAGR) of -27.7%.

YearRevenue ChangeExpense ChangeAsset Change
2019-63.2%+1082.1%-93.7%
2015-5.6%+19.8%-6.5%
2014-30.8%-3.3%-5.1%
2013-44.7%-8.1%-5.0%
2012-43.9%-15.9%-5.0%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1974

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

AI Transparency Report

The Bertha Bornstein Residue Trust appears to be a very small organization, possibly a private trust, given its consistently low revenue and assets. In its latest filing (201912), the organization reported revenue of only $25, while incurring expenses of $37,308, indicating a significant deficit spending that far outstrips its income. This trend of expenses vastly exceeding revenue is consistent across all available filings, suggesting that the trust is either drawing down its principal or relying on external, unreported funding sources to cover its operational costs. The assets have also declined significantly over time, from $55,176 in 201112 to $2,767 in 201912, further supporting the idea of asset depletion. The NTEE code is unknown, which can sometimes hinder a clear understanding of its specific programmatic focus, but given the financial scale, it's likely a very niche or private philanthropic vehicle.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Bertha Bornstein Residue Trust with a Mission Score of 10 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 100%
  • programs: 0%
  • fundraising: 0%

According to IRS 990 filings, Bertha Bornstein Residue Trust allocates its expenses as follows: admin: 100%, programs: 0%, fundraising: 0%.

Key Financial Metrics (2019)

From the most recent IRS 990 filing on record:

$25Total Revenue
$37KTotal Expenses
$3KTotal Assets
$1Total Liabilities
$3KNet Assets
  • The organization reported a deficit of $37K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

Officer compensation has consistently been reported as 0% across all available filings, indicating no direct compensation to officers, which is appropriate for an organization of this financial scale and structure.

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.

Red Flags

The following concerns were identified during AI analysis of Bertha Bornstein Residue Trust's IRS 990 filings:

  • Extremely low revenue relative to expenses (e.g., $25 revenue vs. $37,308 expenses in 201912).
  • Significant and consistent asset depletion over time (from $55,176 to $2,767).
  • Unknown NTEE code, making it difficult to assess programmatic focus.
  • High administrative spending ratio, as all reported expenses appear to be administrative given the lack of program revenue.

Strengths

The following positive indicators were identified for Bertha Bornstein Residue Trust:

  • No officer compensation reported, indicating efficient use of funds in that regard.

Frequently Asked Questions about Bertha Bornstein Residue Trust

Is Bertha Bornstein Residue Trust a legitimate charity?

Bertha Bornstein Residue Trust (EIN: 16040761) is a registered tax-exempt nonprofit based in Maine. Our AI analysis gives it a Mission Score of 10/100. It has 6 years of IRS 990 filings on record. Total revenue: $25. 4 red flags identified. 1 strength noted. Financial health grade: C.

How does Bertha Bornstein Residue Trust spend its money?

Bertha Bornstein Residue Trust reported $25 in total revenue in IRS 990 filings. 6 years of filing data available. Expenses exceeded revenue in the most recent year. Review the full spending breakdown on NonprofitSpending.

Are donations to Bertha Bornstein Residue Trust tax-deductible?

Bertha Bornstein Residue Trust is registered as a tax-exempt nonprofit (EIN: 16040761). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is Bertha Bornstein Residue Trust located?

Bertha Bornstein Residue Trust is headquartered in Montville, Maine and files with the IRS under EIN 16040761.

How many years of IRS 990 filings does Bertha Bornstein Residue Trust have?

Bertha Bornstein Residue Trust has 6 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 $25 in total revenue.

What is the specific purpose or mission of the Bertha Bornstein Residue Trust?

The NTEE code is unknown, and with minimal revenue and significant expenses relative to income, it's unclear what specific programs or charitable activities the trust supports. Further information would be needed to understand its mission.

How does the organization cover its expenses when revenue is consistently so low?

The organization consistently reports expenses far exceeding its revenue (e.g., $25 revenue vs. $37,308 expenses in 201912). This suggests it is either drawing down its assets, receiving unreported contributions, or operating at a significant deficit.

Why have the assets declined so dramatically over the years?

Assets have decreased from $55,176 in 201112 to $2,767 in 201912. This decline is likely due to the trust spending more than its income, effectively liquidating its principal to cover expenses.

Filing History

IRS 990 filing history for Bertha Bornstein Residue Trust showing financial trends over 6 years of public records:

Over 6 years of IRS 990 filings (2011–2019), Bertha Bornstein Residue Trust's revenue has declined by 92.5%, moving from $335 to $25. Total assets decreased by 95% over the same period, from $55K to $3K. Total functional expenses rose by 958.1%, from $4K to $37K. In its most recent filing year (2019), Bertha Bornstein Residue Trust reported a deficit of $37K, with expenses exceeding revenue. The organization holds $1 in liabilities against $3K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $3K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2019 $25 $37K $3K $1 View 990
2015 $68 $3K $44K $1 View 990
2014 $72 $3K $47K $1 View 990
2013 $104 $3K $50K $1 View 990
2012 $188 $3K $52K $1 View 990
2011 $335 $4K $55K $0 View 990

Year-by-Year Financial Summary

  • 2019: Revenue of $25, expenses of $37K, and assets of $3K (revenue -63.2% year-over-year).
  • 2015: Revenue of $68, expenses of $3K, and assets of $44K (revenue -5.6% year-over-year).
  • 2014: Revenue of $72, expenses of $3K, and assets of $47K (revenue -30.8% year-over-year).
  • 2013: Revenue of $104, expenses of $3K, and assets of $50K (revenue -44.7% year-over-year).
  • 2012: Revenue of $188, expenses of $3K, and assets of $52K (revenue -43.9% year-over-year).
  • 2011: Revenue of $335, expenses of $4K, and assets of $55K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Bertha Bornstein Residue Trust:

2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Bertha Bornstein Residue Trust 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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