Bertolon Family Foundation Tr
EIN: 46917944 · Boston, MA · NTEE: T90
| Metric | Value |
|---|---|
| Total Revenue | $2.2M |
| Total Expenses | $293K |
| Net Assets | $4.8M |
Is Bertolon Family Foundation Tr Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Bertolon Family Foundation Tr
Bertolon Family Foundation Tr (EIN: 46917944) is a nonprofit organization based in Boston, MA, classified under NTEE code T90. The organization reported total revenue of $2.2M and total assets of $5.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Bertolon Family Foundation Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Bertolon Family Foundation Tr is a mid-size nonprofit that has been operating for 26 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 20.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.3M |
| Total Expenses | $293K |
| Surplus / Deficit | +$1.1M |
| Total Assets | $4.8M |
| Total Liabilities | $1 |
| Net Assets | $4.8M |
| Operating Margin | 78.3% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 196.4 months |
Financial Health Grade: A
In 2023, Bertolon Family Foundation Tr reported a surplus of $1.1M with revenue exceeding expenses, holds 196.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Bertolon Family Foundation Tr's revenue has grown at a compound annual growth rate (CAGR) of 20.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | -108.4% | -33.5% | -15.1% |
| 2021 | +1095.5% | +497.4% | +99.1% |
| 2020 | +84.4% | -81.4% | +7.0% |
| 2019 | +37.0% | +535.4% | +30605.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2000 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Bertolon Family Foundation Tr has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Bertolon Family Foundation Tr with a Mission Score of 0 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.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $1.1M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about Bertolon Family Foundation Tr
Is Bertolon Family Foundation Tr a legitimate charity?
Based on AI analysis of IRS 990 filings, Bertolon Family Foundation Tr (EIN: 46917944) insufficient data. 0 red flags identified, 0 strengths noted.
How does Bertolon Family Foundation Tr spend its money?
Detailed spending breakdown data is not yet available for Bertolon Family Foundation Tr. Check back for updated IRS 990 analysis.
Are donations to Bertolon Family Foundation Tr tax-deductible?
Bertolon Family Foundation Tr is registered as a tax-exempt nonprofit (EIN: 46917944). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Bertolon Family Foundation Tr located?
Bertolon Family Foundation Tr is headquartered in Boston, Massachusetts and files with the IRS under EIN 46917944. It is classified under NTEE code T90.
How many years of IRS 990 filings does Bertolon Family Foundation Tr have?
Bertolon Family Foundation Tr has 10 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 $2.2M in total revenue.
Filing History
IRS 990 filing history for Bertolon Family Foundation Tr showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Bertolon Family Foundation Tr's revenue has grown by 798.7%, moving from $150K to $1.3M. Total assets increased by 16718.1% over the same period, from $29K to $4.8M. Total functional expenses rose by 89.8%, from $154K to $293K. In its most recent filing year (2023), Bertolon Family Foundation Tr reported a surplus of $1.1M, with revenue exceeding expenses. The organization holds $1 in liabilities against $4.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $4.8M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.3M | $293K | $4.8M | $1 | — | — |
| 2022 | $-239,580 | $426K | $3.7M | $1 | — | View 990 |
| 2021 | $2.8M | $641K | $4.4M | $1 | — | View 990 |
| 2020 | $238K | $107K | $2.2M | $1 | — | — |
| 2019 | $129K | $577K | $2.1M | $1 | — | View 990 |
| 2015 | $94K | $91K | $7K | $1 | — | View 990 |
| 2014 | $50K | $67K | $3K | $1 | — | View 990 |
| 2013 | $386K | $381K | $20K | $1 | — | View 990 |
| 2012 | $75K | $89K | $15K | $1 | — | View 990 |
| 2011 | $150K | $154K | $29K | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.3M, expenses of $293K, and assets of $4.8M.
- 2022: Revenue of $-239,580, expenses of $426K, and assets of $3.7M (revenue -108.4% year-over-year).
- 2021: Revenue of $2.8M, expenses of $641K, and assets of $4.4M (revenue +1095.5% year-over-year).
- 2020: Revenue of $238K, expenses of $107K, and assets of $2.2M (revenue +84.4% year-over-year).
- 2019: Revenue of $129K, expenses of $577K, and assets of $2.1M (revenue +37.0% year-over-year).
- 2015: Revenue of $94K, expenses of $91K, and assets of $7K (revenue +88.7% year-over-year).
- 2014: Revenue of $50K, expenses of $67K, and assets of $3K (revenue -87.1% year-over-year).
- 2013: Revenue of $386K, expenses of $381K, and assets of $20K (revenue +414.8% year-over-year).
- 2012: Revenue of $75K, expenses of $89K, and assets of $15K (revenue -50.0% year-over-year).
- 2011: Revenue of $150K, expenses of $154K, and assets of $29K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Bertolon Family Foundation Tr:
Data Sources and Methodology
This transparency report for Bertolon Family Foundation Tr 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.