Bertram L And Iris S Wolstein Foundation
EIN: 341787262 · Moreland Hills, OH · NTEE: T22Z
| Metric | Value |
|---|---|
| Total Revenue | $1.4M |
| Total Expenses | $9K |
| Net Assets | $522K |
Is Bertram L And Iris S Wolstein Foundation Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Bertram L And Iris S Wolstein Foundation
Bertram L And Iris S Wolstein Foundation (EIN: 341787262) is a nonprofit organization based in Moreland Hills, OH, classified under NTEE code T22Z. The organization reported total revenue of $1.4M and total assets of $102K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Bertram L And Iris S Wolstein Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Bertram L And Iris S Wolstein Foundation is a mid-size nonprofit that has been operating for 31 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -16.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $15K |
| Total Expenses | $9K |
| Surplus / Deficit | +$6K |
| Total Assets | $522K |
| Total Liabilities | $1 |
| Net Assets | $522K |
| Operating Margin | 39.1% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 674.1 months |
Financial Health Grade: A
In 2023, Bertram L And Iris S Wolstein Foundation reported a surplus of $6K with revenue exceeding expenses, holds 674.1 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), Bertram L And Iris S Wolstein Foundation's revenue has declined at a compound annual growth rate (CAGR) of -16.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +24.4% | +52.2% | +1.2% |
| 2022 | +31.2% | +17.1% | +1.2% |
| 2021 | -16.3% | +11.1% | +0.8% |
| 2020 | -32.6% | -77.0% | +1.3% |
| 2019 | -77.3% | -98.5% | -63.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1995 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Bertram L And Iris S Wolstein Foundation 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 Bertram L And Iris S Wolstein Foundation 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 $6K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about Bertram L And Iris S Wolstein Foundation
Is Bertram L And Iris S Wolstein Foundation a legitimate charity?
Bertram L And Iris S Wolstein Foundation (EIN: 341787262) is a registered tax-exempt nonprofit based in Ohio. It has 10 years of IRS 990 filings on record. Total revenue: $1.4M. No red flags identified. Financial health grade: A.
How does Bertram L And Iris S Wolstein Foundation spend its money?
Bertram L And Iris S Wolstein Foundation reported $1.4M in total revenue in IRS 990 filings. 10 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Bertram L And Iris S Wolstein Foundation tax-deductible?
Bertram L And Iris S Wolstein Foundation is registered as a tax-exempt nonprofit (EIN: 341787262). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Bertram L And Iris S Wolstein Foundation located?
Bertram L And Iris S Wolstein Foundation is headquartered in Moreland Hills, Ohio and files with the IRS under EIN 341787262. It is classified under NTEE code T22Z.
How many years of IRS 990 filings does Bertram L And Iris S Wolstein Foundation have?
Bertram L And Iris S Wolstein Foundation 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 $1.4M in total revenue.
Filing History
IRS 990 filing history for Bertram L And Iris S Wolstein Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Bertram L And Iris S Wolstein Foundation's revenue has declined by 88%, moving from $127K to $15K. Total assets decreased by 86.5% over the same period, from $3.9M to $522K. Total functional expenses fell by 86.1%, from $67K to $9K. In its most recent filing year (2023), Bertram L And Iris S Wolstein Foundation reported a surplus of $6K, with revenue exceeding expenses. The organization holds $1 in liabilities against $522K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $522K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $15K | $9K | $522K | $1 | — | — |
| 2022 | $12K | $6K | $516K | $1 | — | View 990 |
| 2021 | $9K | $5K | $510K | $1 | — | View 990 |
| 2020 | $11K | $5K | $506K | $1 | — | View 990 |
| 2019 | $17K | $20K | $499K | $1 | — | View 990 |
| 2015 | $73K | $1.4M | $1.4M | $0 | — | View 990 |
| 2014 | $951K | $1.4M | $2.7M | $0 | — | View 990 |
| 2013 | $500K | $1.3M | $3.1M | $0 | — | View 990 |
| 2012 | $134K | $84K | $3.9M | $0 | — | View 990 |
| 2011 | $127K | $67K | $3.9M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $15K, expenses of $9K, and assets of $522K (revenue +24.4% year-over-year).
- 2022: Revenue of $12K, expenses of $6K, and assets of $516K (revenue +31.2% year-over-year).
- 2021: Revenue of $9K, expenses of $5K, and assets of $510K (revenue -16.3% year-over-year).
- 2020: Revenue of $11K, expenses of $5K, and assets of $506K (revenue -32.6% year-over-year).
- 2019: Revenue of $17K, expenses of $20K, and assets of $499K (revenue -77.3% year-over-year).
- 2015: Revenue of $73K, expenses of $1.4M, and assets of $1.4M (revenue -92.3% year-over-year).
- 2014: Revenue of $951K, expenses of $1.4M, and assets of $2.7M (revenue +90.0% year-over-year).
- 2013: Revenue of $500K, expenses of $1.3M, and assets of $3.1M (revenue +273.2% year-over-year).
- 2012: Revenue of $134K, expenses of $84K, and assets of $3.9M (revenue +5.8% year-over-year).
- 2011: Revenue of $127K, expenses of $67K, and assets of $3.9M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Bertram L And Iris S Wolstein Foundation:
Data Sources and Methodology
This transparency report for Bertram L And Iris S Wolstein Foundation 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.